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<p>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.</p>
</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.

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

Financial Planning Research Journal

This work is licensed under the Creative Commons Attribution 4.0 International License.

In this paper, we highlight theoretical frameworks and practical tools in the management literature, which offer valuable perspectives for financial service...

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

Published Online: Mar 15, 2024

Page range: 12 - 22

DOI: https://doi.org/10.2478/fprj-2021-0002

© 2021 William A. Kline et al., published by Sciendo

This work is licensed under the Creative Commons Attribution 4.0 International License.