She directs the Firm's Portfolio Monitoring Services, assisting clients in identifying losses in their securities portfolios that were caused by corporate wrongdoing. (zlk.com)
The goal of portfolio monitoring is to determine whether something positive or adverse has occurred to your investments. (aaii.com)
The reality is that the many investors just open up their favorite portfolio monitoring software, and look at the current price / value. (insuranceandestates.com)