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

Kline William A. (), Brown Richard S. () and Kuchimanchi Divya P ()
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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

Financial Planning Research Journal, 2021, vol. 7, issue 1, 12-22

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.

Keywords: Resource-based view; knowledgebased view; competitive advantage; data envelopment analysis; firm performance (search for similar items in EconPapers)
Date: 2021
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Persistent link: https://EconPapers.repec.org/RePEc:vrs:finprj:v:7:y:2021:i:1:p:12-22:n:1002

DOI: 10.2478/fprj-2021-0002

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