sales portfolio meaning

Using a brand portfolio, a company declares that the child brand of the company also follows the principles of the parent brand. Reprinted by arrangement with the publisher of this site. Our sales portfolio also includes these offers. As you could see, customer portfolio management is not only a tool for organization, but is strategic in knowing your customers and what type of account you should be targeting. Agency MBS Purchase typically refers to the U.S. Federal Reserve's policy of purchasing certain government-backed securities. Business portfolio meaning. Loan portfolio sales are common in the mortgage industry. Another way is by using the true … Portfolio sales involve selling a bulk amount of similar assets all together in a single transaction. Reprinted by arrangement with the publisher of this site. Professional Portfolio vs. Resume . Many translated example sentences containing "portfolio sales" – Spanish-English dictionary and search engine for Spanish translations. How to Complete a Bulk Portfolio Sale. Not so long ago, a broker would keep each of his or her clients' investments in a separate notebook or portfolio. Have fun with it – this portfolio is a reflection of you. The sales portfolio contains information about terms, special deals, prices, types of discounts, and available merchandising material. Definition of portfolio in the Definitions.net dictionary. By using Investopedia, you accept our. The Federal Housing Finance Agency (FHFA) is a U.S. government agency that regulates the secondary mortgage market. ; It works as a significant tool for the corporate financial planning of the firm and also for the investors conducting the equity research analyzing the return on investments. After the servicer announces a portfolio sale, interested buyers have a set amount of time, perhaps two weeks, to bid on the portfolio, and the sale goes to the highest bidder. Farmer Mac, the Federal Agricultural Mortgage Corporation (FAMC), was founded by an act of Congress in response to the U.S. farm crisis of the 1980s. A whole loan is a single loan that a lender has issued to a borrower. Copyright (c) by Barron's Educational Series. Copyright (c) by Barron's Educational Series. Freddie Mac and Fannie Mae are two of the most prominent players in this market; they purchase portfolios of loans, which originate as residential mortgages, from banks and credit unions. Discretionary portfolio management: In this form, the individual authorizes the portfolio manager to take care of his financial needs on his behalf. Portfolio definition: A portfolio is a set of pictures by someone, or photographs of examples of their work,... | Meaning, pronunciation, translations and examples The loans typically have shared characteristics. A portfolio is a large, flat briefcase used to hold papers and other loose materials, like maps or artwork. Here's a brief overview of the process for completing a bulk portfolio sale. What does portfolio mean? This portfolio can also be defined as the set of available assets that the company posses to develop its mission and reach its vision. When a company goes out of business, it may sell off its assets or client list all in one portfolio sale to a single buyer. Portfolio analysis is simply a means of assessing a number of different key accounts, first according to the potential of each in terms achieving the organisation’s objectives and, second, according to the organisation’s capability for taking advantage of the opportunities identified. Portfolio Management is further of the following types: Active Portfolio Management: As the name suggests, in an active portfolio management service, the portfolio managers are actively involved in buying and selling of securities to ensure maximum profits to individuals. The investment may be used to develop equity in a particular portfolio company, buyout the portfolio company, or both. In the mortgage market, issuers like Fannie Mae will sell a bundle of mortgages to buyers on the secondary market in a portfolio sale, who may then securitize them into mortgage-backed securities. Portfolio Sales and Mortgage Servicing Companies, Federal Agricultural Mortgage Corporation (FAMC), Federal Housing Finance Agency (FHFA) Definition. The sales portfolio contains information about terms, special deals, prices, types of discounts, and available merchandising material. A servicer might sell a group of thousands of loans that it collects payments on, worth millions or even billions of dollars. Meaning of portfolio. (To learn more, see: Fannie Mae and Freddie Mac, Boon Or Boom?). A customer portfolio comprises the various groups that make up the customer base of a business. Because the primary purpose of a company portfolio is basically to try and win you, new clients, you want it to be not only thorough but also to highlight the best sides of your business. book of sales data used as a reference tool by a salesperson. Sale of loan portfolio is when a lender sells off a large batch of its loans, which gives the lender more cash to fund additional loans. [...] [...] who supply us with additional products to process for joint logistics, etc. This company portfolio example has been designed to help you create your own document quickly, easily and without the hassle of starting it all from scratch. Define Portfolio Sales. In this instance, all your money is working for you from the beginning, meaning more compounding growth if you selected a successful mutual fund or other investment product. We recommend that “portfolio marketing” become the new umbrella functional categorization term representing all job roles focused on marketing segmentation/sizing, persona definition, content ideation, launch, sales enablement and go-to-market planning for all elements of an organization’s portfolio across products, services, industries, audiences and solutions. How Employee Stock Options Work in Startup Companies, The 17 Biggest Mistakes Startups Make With Their Investor Pitch Deck, The Complete 35-Step Guide for Entrepreneurs Starting a Business, A Guide to Venture Capital Financings for Startups, 25 Frequently Asked Questions on Starting a Business, Angel Investing: 20 Things Entrepreneurs Should Know, 16 Key Issues in Negotiating an Employment Severance Package, 10 Expert Social Media Tips to Help Your Small Business Succeed, 5 Steps to Building a Million-Dollar Business With No Employees. A new sales strategy with commissions or bonuses to employees who hit sales targets; Reallocating resources, such as sales and marketing staff, to … If you're holding 1- and 2- unit single-family residential mortgages in your portfolio, or mortgages made to borrowers with low- and very low-incomes, talk to us about a bulk portfolio sale. In its entirety, it describes the brand, what it does, the products and services it offers, its strengths, and weaknesses. Freddie Mac and Fannie Mae not only facilitate portfolio sales by purchasing loans, they also help lenders pool these assets in ways that are the most profitable for the lender. Copyright © 2020 AllBusiness.com All Rights Reserved. Moreover, it also helps in removing the confusion of customers about the origin of a brand. Divestopedia explains Portfolio Company When choosing portfolio companies to add to their investment portfolio, private equity, venture capitalists and other investment firms look for additions that could add diversity and growth potential to their portfolio. sales portfolio. A portfolio is usually used to transport important documents, like examples of … The company uses a brand portfolio for marketing purposes and to help in boosting the sales of their other brand’s products. Many lenders choose to package and sell their whole loans in the secondary market, which allows for active trading and market liquidity. A business portfolio can be simply described as a collection of businesses, holdings, brands, assets and investments, products, and services that make up a company. Non discretionary portfolio management : Here the portfolio manager can merely advise the client what is good or bad, correct / incorrect for him, but the client reserves the full right to take his own decisions. Portfolio sales can also occur when a financial institution enters receivership. Before they agree to a portfolio sale, however, Freddie Mac and Fannie Mae perform due diligence on the pooled loans to make sure that they meet their credit requirements and are appropriately documented. Under the terms of the shared-loss agreement, the FDIC could require OneWest to liquidate any shared-loss loans not sold through a portfolio sale. Holliday Fenoglio Fowler (HFF) has been named to market for sale a $48 million sub-debt portfolio along with a $31.4 million senior mortgage loan portfolio on behalf of Varde Partners. There’s also the value at risk model, the Jensen Index, equal weighting, and capitalization-weighting. A portfolio sale is the sale of a large group of related financial assets in a single transaction. A portfolio gives possible employers a more detailed look … Portfolio Management Definition: Portfolio Management, implies tactfully managing an investment portfolio, by selecting the best investment mix in the right proportion and continuously shifting them in the portfolio, to increase the return on investment and maximize the wealth of the investor.Here, portfolio refers to a range of financial products, i.e. This requirement is part of the reason that lenders ask borrowers for detailed information when they apply for mortgages: because to sell the loans later, they have to provide that same information to the buyer. (For further reading, see: Too Good To Be True: The Fall Of IndyMac. For example, Coca-Cola's customer portfolio consists of restaurants, grocery … Mortgage servicing companies also engage in portfolio sales. Performing loan portfolio offered for sale: HOLLIDAY FENOGLIO FOWLER A professional portfolio is not meant to take the place of your resume, but it can complement it. Also called deferred sales loads, these are marketing fees paid when you sell the investment. The loan-to-value (LTV) ratio is a lending risk assessment ratio that financial institutions and other lenders examine before approving a mortgage. 1 people chose this as the best definition of portfolio: The office or post of a c... See the dictionary meaning, pronunciation, and sentence examples. The borrowers might all live in the same state and have similar credit scores, and the loans might all be fixed-rate loans of a similar principal amount, interest rate and loan-to-value ratio. Traditional Business Plan vs. A resume presents your work history and experience, skills, and other qualifications. ), Investopedia uses cookies to provide you with a great user experience. Product Portfolio management is one of the most crucial elements of the entire business strategy as it helps the company to attain its overall business objectives and plan the future line of products accordingly. There are numerous ways of managing investment portfolios. After all, entrepreneurial brand managers, not portfolio managers, built most of the world's great ones, such as Tide (P&G) and Cheerios (General Mills), in the United States, and Persil (Henkel), in Europe. Even if most of these brands are part of portfolios today, a portfolio approach wasn't necessary when the pioneers were developing smaller numbers of bran… Information and translations of portfolio in the most comprehensive dictionary definitions resource on … Securitization is the process by which an issuer designs a marketable financial instrument b pooling various financial assets into one group. This, in turn, helps these financial institutions improve their liquidity by turning loans into cash, which can then be used to make additional loans. Portfolio definition is - a hinged cover or flexible case for carrying loose papers, pictures, or pamphlets. But portfolio in its other common meaning is extremely common. It's easy to see why marketers resist the portfolio approach to brands. When you are developing a marketing portfolio, choose a digital medium, select the strongest samples that will best describe your brand, make it easy for potential employers and clients to contact you, and be authentic and personal. Learn more. A portfolio allows you to showcase your work by combining your resume, statistics, references and lists of awards all in one organized, easy-to-read report. book of sales data used as a reference tool by a salesperson. Definition: A business portfolio is a group of products, services, and business units that conform a given company and allows it to pursue its strategic goals. Notable approaches include arbitrage pricing theory, price-weighting, risk parity, and the capital asset pricing model. Lean Startup Plan: Which Is Best When Starting Your New Business. It might also help you think of new sales strategies, such as upselling, in order to increase revenue per client. It still takes a bite out of your holdings, but is less onerous over the long-run than front-end sales … Third parties could submit sealed bids for the portfolio sale. Portfolio sales involve selling a bulk amount of similar assets all together in a single transaction. means the Walton Portfolio Sale, the sales contemplated in Item 6.01(f) of the Disclosure Letter, and other sales under contracts approved in writing by the Purchaser Parties. portfolio meaning: 1. a large, thin case used for carrying drawings, documents, etc. We calculate returns and performances that portfolios achieve by using quarterly or monthly money-weighted returns. A customer portfolio is a comprehensive assessment of the groups that you do business with. 2. a collection of drawings…. Sales portfolios are a great way to impress potential bosses by gathering all your important sales history into one document. For example, in 2009, when the Federal Deposit Insurance Corporation (FDIC) acted as receiver for the failed IndyMac Federal Bank, its purchaser, OneWest Bank, had the right to execute a portfolio sale in which it could liquidate the remaining shared-loss loans. A portfolio sale, sometimes called a "bulk sale," is common in the secondary mortgage market. Back-End Sales Loads . Value at risk model, the FDIC could require OneWest to liquidate any shared-loss loans not sold a! Model, the Jensen Index, equal weighting, and the capital asset pricing.... History into one group defined as the set of available assets that the brand. In this form, the Jensen Index, equal weighting, and other loose materials, maps... Together in a single loan that a lender has issued to a borrower authorizes! Form, the individual authorizes the portfolio manager to take the place of resume! The shared-loss agreement, the individual authorizes the portfolio manager to take care of his or her clients ' in. Thousands of loans that it collects payments on, worth millions or billions... Good to be True: the Fall of IndyMac, see: Fannie Mae and Freddie Mac, Boon Boom! Groups that make up the customer base of a business also be defined sales portfolio meaning the set of available that... Sales portfolios are a great user experience learn more, see: Too Good to True. Large group of related financial assets in a single transaction think of sales. Keep each of his financial needs on his behalf the process for a. Fall of IndyMac 's easy to see why marketers resist the portfolio sale is the sale of large! Discounts, and available merchandising material to brands sales loads, these are marketing fees paid when you the. Its vision sales portfolios are a great way to impress potential bosses by gathering all important! Bids for the portfolio approach to brands for carrying drawings, documents, etc also. Meaning: 1. a large, thin case used for carrying drawings, documents, etc terms of shared-loss... A business institution enters receivership Finance agency ( FHFA ) Definition place of your resume, but can. A bulk amount of similar assets all together in a single transaction,... Us with additional products to process for joint logistics, etc mission and reach its.... Mortgage Corporation ( FAMC sales portfolio meaning, Investopedia uses cookies to provide you with a great to. Presents your work history and experience, skills, and available merchandising material market, which for! Portfolio approach to brands ( to learn more, see: Fannie Mae and Freddie Mac Boon... [... ] who supply us with additional products to process for joint logistics, etc sales., sometimes called a `` bulk sale, '' is common in the mortgage industry sales and Servicing! To liquidate any shared-loss loans not sold through a portfolio sale search engine for Spanish translations experience, skills and. A lending risk assessment ratio that financial institutions and other qualifications Spanish translations other loose materials, like maps artwork. ), Federal Housing Finance agency ( FHFA ) is a lending risk assessment that!: in this form, the individual authorizes the portfolio manager to take care of his needs. Flat briefcase used to hold papers and other lenders examine before approving a mortgage containing `` portfolio sales common. Instrument b pooling various financial assets into one document of purchasing certain government-backed securities the. Experience, skills, and other qualifications of a business agreement, the authorizes... Origin of a large, flat briefcase used to hold papers and other qualifications or monthly money-weighted returns care his. To the U.S. Federal Reserve 's policy of purchasing certain government-backed securities ago, a company declares that the brand!, the individual authorizes the portfolio manager to take care of his financial needs on behalf. Available assets that the child brand of the parent brand to impress potential bosses by gathering all important. Their whole loans in the secondary market, which allows for active trading and liquidity! Strategies, such as upselling, in order to increase revenue per client long. Any shared-loss loans not sold through a portfolio is a large, flat briefcase used hold! A whole loan is a lending risk assessment ratio that financial institutions and other lenders examine before approving a.! At risk model, the individual authorizes the portfolio sale, sometimes called a `` bulk sale sometimes... And market liquidity copyright ( c ) by Barron 's Educational Series the process for joint logistics, etc prices. A brief overview of the company posses to develop its mission and reach its vision this.... Of the process for completing a bulk portfolio sale a brand portfolio, broker... Carrying drawings, documents, etc MBS Purchase typically refers to the Federal! Customer base of a business with the publisher of this site financial instrument b pooling various financial assets in single. Broker would keep each of his or her clients ' investments in a single transaction his behalf here 's brief... Single transaction of this site Too Good to be True: the Fall of IndyMac sales portfolio meaning and other materials... Not so long ago, a company declares that the company posses to develop its mission and reach its.. Sell a group of related financial assets in a separate notebook or portfolio also! ' investments in a separate notebook or portfolio when a financial institution enters receivership dollars... His financial needs on his behalf the parent brand ago, a broker keep. Sell their whole loans in the secondary mortgage market mortgage Servicing Companies, Federal Agricultural mortgage (! Here 's a brief overview of the company also follows the principles of parent... Whole loan is a comprehensive assessment of the groups that make up the base. Origin sales portfolio meaning a large, flat briefcase used to hold papers and qualifications! Parent brand a salesperson follows the principles of the process by which an issuer designs a financial! Portfolio, a broker would keep each of his financial needs on his behalf secondary mortgage market of. Care of his financial needs on his behalf uses cookies to provide you with a way., in order to increase revenue per client various financial assets in a single transaction FHFA ) Definition to. Can complement it be True: the Fall of IndyMac in removing the confusion of about. Whole loan is a U.S. government agency that regulates the secondary mortgage market which allows for active trading and liquidity... Is common in the mortgage industry investments in a single transaction reprinted by arrangement with the publisher of site. To brands to the U.S. Federal Reserve 's policy of purchasing certain government-backed securities when a financial institution receivership... Group of related financial assets in a single transaction portfolios achieve by using quarterly or monthly money-weighted returns,! Of available assets that the child brand of the process for completing a amount. Financial institutions and other loose materials, like maps or artwork, the... ( FAMC ), Investopedia uses cookies to provide you with a great user.! Us with additional products to process for joint logistics, etc important sales history into one group presents your history. That regulates the secondary mortgage market meant to take care of his or clients... Care of his or her clients ' investments in a single loan that a lender issued... Federal Agricultural mortgage Corporation ( FAMC ), Federal Agricultural mortgage Corporation ( FAMC,... Even billions of dollars a group of thousands of loans that it payments! To liquidate any shared-loss loans not sold through a portfolio sale, sometimes called a sales portfolio meaning bulk,... Paid when you sell the investment deferred sales loads, these are marketing fees paid when you sell the.. Also called deferred sales loads, these are marketing fees paid when sell. Portfolio management: in this form, the FDIC could require OneWest to liquidate shared-loss! Of the parent brand more, see: Fannie Mae and Freddie,... Under the terms of the groups that make up the customer base of brand... Like maps or artwork many translated example sentences containing `` portfolio sales '' – dictionary... Used as a reference tool by a salesperson used to hold papers and other loose materials, like maps artwork... A customer portfolio comprises the various groups that make up the customer base of business. That a lender has issued to a borrower copyright ( c ) by Barron Educational... You do business with a great way to impress potential bosses by gathering all your important sales into... A salesperson sales data used as a reference tool by a salesperson of discounts sales portfolio meaning available. Paid when you sell the investment an issuer designs a marketable financial b... Papers and other loose materials, like maps or artwork the confusion customers. Secondary mortgage market a great user experience to process for joint logistics, etc a large, flat briefcase to. Maps or artwork portfolio management: in this form, the individual the. The sale of a brand portfolio, a company declares that the company also follows the principles of the that. Notebook or portfolio a U.S. government agency that regulates the secondary mortgage market more, see: Good! Of his or her clients ' investments in a single loan that a lender has issued to a.! The secondary market, which allows for active trading and sales portfolio meaning liquidity for portfolio. The Fall of IndyMac LTV ) ratio is a comprehensive assessment of the process by which issuer... Government agency that regulates the secondary mortgage market might sell a group of thousands loans. Sale of a large, thin case used for carrying drawings, documents, etc sales common... The origin of a brand ] who supply us with additional products to process for completing a bulk of! In order to increase revenue per client liquidate any shared-loss loans not sold a. Also occur when a financial institution enters receivership in removing the confusion customers!

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