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Wall Street & Technology
November 17, 2003 |
Does Integrated Portfolio Management = Operational-Risk Management? Vendors across the market are converging to create integrated decision-support tools.   |
BusinessWeek
April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
Wall Street & Technology
April 27, 2004
Jessica Pallay |
Credit Where Credit Is Due After years of standing in the shadow of the sell side, Wall Street's buy-side firms are reaping rewards by realizing risk. |
Wall Street & Technology
September 23, 2005 |
Growth Spurt TowerGroup estimates that by 2009, annual spending on portfolio accounting will reach nearly $1 billion. |
The Motley Fool
November 3, 2004 |
How to Evaluate Your Performance Here is the simple number-crunching involved in evaluating how well your investments are doing. |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
The Motley Fool
April 22, 2005 |
All Hail the Mock Portfolio Before you lose some hard-earned money, try a mock portfolio. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
CIO
July 1, 2005
Susannah Patton |
Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services. |
Wall Street & Technology
March 1, 2004 |
Getting the Most out of Performance Attribution Although performance attribution has been around for years, portfolio managers are looking to get more from their performance-attribution systems. |
Financial Planning
January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
CIO
May 1, 2003
Richard Pastore |
The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it. |
The Motley Fool
September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
Wall Street & Technology
September 21, 2004
Maria Santos |
Asset Managers' Priorities Know your business; know your customer. These may be basic business objectives, but they also are the underlying theme of asset management firms' top technology initiatives for 2004 and 2005. |
Wall Street & Technology
February 27, 2005
Ivy Schmerken |
Custom-Built With demand for personalized advice growing, financial-services firms are overhauling their technology to mass-produce separately managed accounts (SMAs) with a high degree of customization. |
Financial Advisor
October 2005
David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Investment Advisor
April 2006
Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
The Motley Fool
October 29, 2004
Dayana Yochim |
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. |
The Motley Fool
August 25, 2004 |
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. |
Financial Planning
March 1, 2008
Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
On Wall Street
July 1, 2009
Tim Knepp |
High Yield Bonds: Complex Risks And Opportunities This asset class arguably carries more varied risks, and potential opportunity, than any other publicly-traded fixed income or equity category. |
Wall Street & Technology
February 4, 2005
Anthony Guerra |
Managing Technology Chief information officers are embracing a new way of managing the projects that take place throughout their vast domains: viewing them as if they are part of a financial portfolio, with each project representing an investment that has its own goals and risks. |
CIO
October 1, 2001
Scott Berinato |
Do the Math Learn how a 50-year-old technique is helping CIOs align IT and manage its value. Understand why portfolio management gives CIOs a stronger voice at the executive level. Learn why IT is no longer special -- and why you should be glad... |
Real Estate Portfolio
Nov/Dec 2003
Steve Bergsman |
REIT Rookies Why have a number of fund managers, plan sponsors and providers come off the bench to make a play for REITs? |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
Financial Advisor
January 2004
Jeffrey A. Hollowniczky |
Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process. |
Entrepreneur
December 2003
Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side. |
The Motley Fool
July 15, 2009
Selena Maranjian |
The Magic of the Earnings Yield Grab a quick insight into a company's promise. |
Financial Advisor
June 2004
Joel P. Bruckenstein |
Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process. |
Wall Street & Technology
March 22, 2005
Gil Makleff |
Making the CIO's Role Viable Managing hundreds of IT projects is no easy task, but strategies such as project portfolio management (PPM) can ease the burden on CIOs. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Investment Advisor
March 2006
Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
The Motley Fool
August 18, 2004
Matt Logan |
Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it. |
The Motley Fool
October 7, 2005
Nathan Parmelee |
Protect Your Wealth You never know when the next downturn will come. Growing a portfolio today isn't the only concern. Investors need to make sure that their portfolios can withstand the blow of a bear market while having enough cash on hand to scoop up bargains. |
On Wall Street
November 1, 2010
Tim Knepp |
The High Yield Influence The meteoric rise of asset prices seen in 2009 was particularly evident across high yield bonds, and 2010 has witnessed another strong year for this asset class. |
Financial Advisor
September 2005
William H. Overgard |
The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business. |
The Motley Fool
October 18, 2004
Mathew Emmert |
How to Achieve 20% Yields Double-digit yields are elusive, but can be had by long-term investors. |
Wall Street & Technology
November 29, 2004
Jonathan Weitz |
PPM: A Master Plan for Agility Imagine you are the CIO of a financial-services company that is merging with a competitor. After some investigation, you uncover an inventory of thousands of homegrown applications. |
