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Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals

Author

Listed:
  • Kline William A.

    (Pennsylvania State University - Harrisburg, 777 W. Harrisburg Pike, Middletown, PA 17057, Phone (267) 251-3805, United States)

  • Brown Richard S.

    (Pennsylvania State University - Harrisburg, 777 W. Harrisburg Pike, Middletown, PA 17057, Phone (215) 820-2575, United States)

  • Kuchimanchi Divya P

    (Pennsylvania State University - Harrisburg, 777 W. Harrisburg Pike, Middletown, PA 17057, Phone (717) 707-0270, United States)

Abstract

In this paper, we highlight theoretical frameworks and practical tools in the management literature, which offer valuable perspectives for financial service professionals. More specifically, we review the core logic related to the creation of competitive advantage, as well as the necessary foundations for the application of readily-available analytical tools such as data envelopment analysis (DEA). We then integrate these foundations with the financial services landscape so that financial service professionals can leverage their understanding in areas of stock selection, portfolio management, data analytics, and practice management.

Suggested Citation

Handle: RePEc:vrs:finprj:v:7:y:2021:i:1:p:12-22:n:1002
DOI: 10.2478/fprj-2021-0002
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