Designed specifically for healthcare clients, Certiphi Screeningâs proprietary SanctionsBase tool provides an easy, intuitive to conduct ongoing excluded parties screening on both employees and contractors.
DEFINITION of 'Portfolio'. A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts.Portfolios are held directly by investors and/or managed by financial professionals.Next Up.hink of an investment portfolio as a pie that is divided into pieces of varying sizes representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation.
Definition. Portfolio of stocks with the lowest volatilities (betas) and, therefore, lowest sensitivities to risk. It makes maximum use of diversification to achieve the resultant risk level that is lower than the individual risk level of each of the stock it contains.