Short term banking management in France: a portfolio perspective

Today we are in an “information society”. Live information is strategic both for the customer and the portfolio manager. This means that the best way to fight against risk is to act and react very quickly. This way of thinking leads to short‐term planning process. This paper presents the place of portfolio management in the short‐term planning process in France. Today, portfolio management is greatly influenced by institutional organisation and new technologies. New competences are needed, new competitors and new strategies appear (for bankers) and generate a new organisation of this industry as a whole.