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Topic: Financial portfolio

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	Intel Capital Portfolio Company - Financial Engines, Inc. (Site not responding. Last check: 2007-10-23)
		The key to Financial Engines' approach involves simulation and optimization technology designed to forecast how a specific set of investments might perform and to provide advice to help improve the chances of reaching a financial goal.
		Financial Engines' complete advice platform enables the company to effectively meet the time and interest needs of all investors with services delivered online, through call centers, on paper and through professional account management.
		Financial Engines complete advice platform offers: ·Advice and portfolio management that integrates complex fund line-ups and employer plan designs, including defined contribution and defined benefit plans, stock options, brokerage windows, company stock, and much more.
	www.intelportfolio.com /cps/co_profile.asp?co_id=471 (520 words)

	Securities, commodities, and financial services sales agents
		Financial services sales agents who serve all the financial needs of a single affluent individual or a business often are called private bankers or relationship managers.
		Employment of securities, commodities, and financial services sales agents is expected to grow about as fast as average for all occupations through 2014.
		Financial services sales agents usually are paid a salary also; however, bonuses or commissions from sales are starting to account for a larger share of their income.
	www.bls.gov /oco/ocos122.htm (2698 words)

	Does Crown Financial Portfolio Composition Matter?
		This paper considers Crown financial portfolio composition from a welfare perspective.
		It argues that a broad definition of the Crown’s portfolio is required for analysing the welfare implications of portfolio composition.
		Financial portfolio composition affects welfare for a number of reasons: imperfect and incomplete markets; distortionary taxes; externalities; and agency problems.
	ideas.repec.org /p/nzt/nztwps/01-34.html (762 words)

	Davis Financial Fund - Portfolio Manager Interview
		Financial stocks generally performed in line with the overall market but outperformed both relatively and absolutely in the second half of 2005.
		Portfolio adjustments during the year included the sale of our holdings in Providian Financial Corporation (which was acquired by Washington Mutual), Citigroup, Cincinnati Financial, Julius Baer, and Fifth Third Bancorp.
		Securities within the financial services sector are more prone to regulatory action in the financial services industry, more sensitive to interest rate fluctuations and are the target of increased competition.
	www.davisfunds.com /dffpmqa.html (2810 words)

	Financial Institutions Portfolio, Series 26 - FITT -- RN05-00968P-N04/05
		Financial institutions are a vast and growing sector of the market—one of the largest sectors in the SandP 1500 Index today.
		Portfolio Diversification—The portfolio is diversified across a variety of market sectors, including commercial banks, insurance companies, thrifts and mortgage finance companies, investment banking and securities firms and diversified financial-services companies.
		First, on the market capitalization of the stocks in the trust's initial portfolio relative to the movements of the market and second, the valuation by comparing the stocks in the trust’s initial portfolio with the most relevant of the three market capitalization groups.
	www.vankampen.com /vksite/products/uit/fitt/uit_resume_fitt0026.asp (806 words)

	Financial Portfolio Management System ( FPM ) (Site not responding. Last check: 2007-10-23)
		Portfolios can be analysed by user defined maturity and yield bands and weight average life, duration, maturity yield.
		Portfolio performance is compared against user selected benchmark indices (customised per client) over a user selected time interval on a continuous basis or with reference to milestone dates (inception, end of year, end of month, etc).
		This module is for downloading data to Oracle Financials in accordance with a parametrically defined configuration system which maps FPM Chart of Accounts to Oracle Chart of Accounts.
	www.computerdesign.co.uk /products.htm (2034 words)

	Tustin Financial Portfolio Investment Advisor
		Financial advisors required to the tax mutual funds.
		district money school tustin financial portfolio investment advisor which is grossinger graduated from.
		Tustin financial portfolio investment advisor by more than loans because they partner of tiburon.
	kisos.org /finance/tustin_financial_portfolio_investment_advisor.html (805 words)

	Edmond Financial Group » Portfolio Profiles
		We generally advise clients to invest in a portfolio of staggered terms to ensure all investments are not coming due at the same time and therefore the client can take advantage of changes in interest rates on various terms over time.
		This portfolio is appropriate for middle-of-the-road investors who are interested in long-term growth but recognize the need for some stable investments with reduced risk levels for personal comfort.
		This portfolio consists solely of equity investments and is only appropriate for investors who understand the importance of developing a disciplined approach to investing for high long-term results.
	www.efgi.com /personal/investing/profiles.html (826 words)

	Irvine Financial Portfolio Investment Advisor
		Of course, retaining the services of a financial planner from a big-name Wall Street investment bank is likely to cost you more than hiring someone from a smaller, lesser known firm.
		That same family member, on the other hand, will be unable to help if what you need is an international letter of credit to wrap up an across-the-border deal.
		If you are using a designated professional for advice on financial matters, you should respect the professionalism of that advice.You hire a professional because they have training, knowledge and information that you do not.
	kisos.org /finance/irvine_financial_portfolio_investment_advisor.html (705 words)

	Financial Planning Software: Investment Software and Money Calculators.
		Most financial planning software modules have three prices for each level of support: A discounted price for experienced financial planner software users who don't need it, an email supported price, and a full phone and email supported price.
		Custom Benchmark Portfolios: You use custom benchmarks to compare the performance of actual (client) portfolios to a portfolio comprised of indices, using the same weights and time frames, as the actual portfolio.
		Disclaimer: This software is designed to allow financial planners, investment managers, other financial services professionals, and investors, to demonstrate and evaluate various financial strategies in order to help achieve their clients', or their own financial goals.
	www.toolsformoney.com (5203 words)

	Investors Group \| Financial Planning \| What sets us apart \| Connections - Your Financial Portfolio Statement (Site not responding. Last check: 2007-10-23)
		Your Financial Portfolio Statement is organized to present even the most complex information in a friendly manner.
		Whether you merely want an instant snapshot of your portfolio or require more comprehensive analyses of your investment activities, you'll find all the quick summaries, an easy-to-read chart and in-depth details you need to confidently pursue your financial goals.
		Your Financial Portfolio Statement is just one more measure of our continuing commitment to make certain you have everything you want and need to manage you investments.
	www.investorsgroup.com /english/financial_planning/wsua/connections/statement.htm (456 words)

	Princeton Financial Systems: Portfolio Management and Accounting Solutions
		Princeton Financial Systems is a leading provider of client/server-based portfolio management and accounting systems and ASP services for global institutional investors.
		Princeton Financial is a subsidiary of State Street Corp., which employs more than 19,800 people in a network that spans 100 markets and has offices located in 23 countries.
		Princeton Financial is committed to fully training PAM users to help them get the most out of the system.
	www.pfs.com /company/overview/overview.asp (919 words)

	Portfolio Problem: An Interactive Procedure (Site not responding. Last check: 2007-10-23)
		The portfolio selection problem helps the investor achieve maximum return at his chosen level of risks.
		The basic idea of the portfolio selection is to have the investor choose stocks and bonds and a risk level.
		The portfolio selection solver will then maximize the returns offsetting those that decrease in value against those that increase.
	riot.ieor.berkeley.edu /~portfoli/portfolio/mainportfolio.html (256 words)

	A Matter of Luck: Contrary to popular opinion, there's more to portfolio success than the asset allocation decision.
		All of the portfolios for each retirement year since 1900 have the identical asset allocation, the same asset selection, and the same management costs.
		The contribution of the asset allocation decision to portfolio success tends to peak near the sustainable withdrawal rate.
		As financial professionals, we blindly project future portfolio values like a fortuneteller, claiming that "over 90% of success is in asset allocation." We can do better than that.
	www.financial-planning.com /pubs/fp/20050201028.html (1389 words)

	ECONnections: Lesson 3: Developing a Financial Portfolio - Teachers' Version (Site not responding. Last check: 2007-10-23)
		Tell students that as financial advisors they are to develop a financial investment portfolio for their client.
		Instruct students to track their portfolios over a period of time and compute contributions and accumulations of portfolio investments.
		Ask groups to report on how their clients' portfolios performed, assessing their investment strategies and explaining what they might do differently for their clients in the future and why.
	www.e-connections.org /lesson3/Tlesson3.htm (718 words)

	Integration is key to financial services portfolio management solutions success
		To unlock the data contained within these portfolio management solutions and realize their true value, they need to be integrated.
		In particular, portfolio management solutions have made it easy for managers to rebalance many cloned portfolios at one time, enabling them to then move to compliance pre-trade.
		Financial services firms can replace infrastructure components and software incrementally to help build a competitive advantage.
	www.microsoft.com /industry/financialservices/capitalmarkets/solutions/cmportfoliomanagementarticle.mspx (902 words)

	Financial Planning - Middlesex County Massachusetts - James McCusker and Associates
		We are founded on the notion that people benefit from a holistic orientation to preserving and growing their wealth.
		As one of the few financial advisors you'll find that is certified in both financial planning and accounting, we are uniquely qualified to provide individuals and families with:
		Proactive financial advocacy and practical counsel at the advent of important life transitions, including the purchase of a home, the birth of a child, or the shift to retirement.
	www.mccuskerassociates.com (279 words)

	Investment portfolio, financial investment management, portfolio software
		Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
		A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients portfolios.
		A leader in advanced portfolio analytics and optimization software, used by Quantitative Fund Managers and Portfolio Traders to understand, control and report on risk, and to test investment strategies through rigorous back testing.
	www.click2.com.au /great_best_stock_investment_software_list.htm (872 words)

	making ideas work! :: portfolio detail :: financial services
		dovetail holdings, strategic financial advisors to consumer-branded businesses, was founded in 2004 by its principals who have over 50 years combined...
		gridley & company is a boutique investment bank committed to delivering strategic, high quality financial advisement to companies in the information...
		has worked with a variety of financial service institutions.
	www.makingideaswork.com /index.cfm?fuseaction=home.PortfolioByIndustry&industry_id=13&category_id=0 (112 words)

	Reading Room - Articles/Papers
		It is more important to rebalance the retirement portfolio on the basis of a change in risk aversion, rather than on the conditions in the financial markets.
		financial planners would better serve their clients by helping them define their investment time frame and helping them understand the role of bonds in their portfolio, and discouraging speculation on the direction and magnitude of interest rate changes.
		It found that a portfolio consisting of 60% stocks and 40% commodity futures would have had the same long term returns as an all-stock portfolio with one third the volatility.
	www.altruistfa.com /readingroomarticles.htm (8044 words)

	financial portfolio management best resources and information. (Site not responding. Last check: 2007-10-23)
		Portfolio management activities are based upon credit research focusing on a No reference entity will be selected for Primus Financial's portfolio without the approval of the and risk management.
		Financial risk management reporting applications and client self service stock portfolio management software examples of Actuate's enterprise level solutions for the financial services industry.
		FINANCIAL MARKETS AND PORTFOLIO MANAGEMENT publishes original research and survey articles in all areas of finance especially in but not limited to financial markets portfolio theory and Minimize losses with your integrity intact.
	programmanagement.infogroup101.info /financial-portfolio-management-... (546 words)

	The Cost of Cutting Costs : Financial Management: Portfolio Management Forum sponsored by ProSight (Site not responding. Last check: 2007-10-23)
		Portfolio management is being used to save money by allowing companies to balance project costs against potential value and risk.
		Harry Markowitz, the father of Modern Portfolio Theory, discusses his views on the application of portfolio management theory to the management of projects and portfolios.
		Like with financial portfolios, IT portfolios involve sets of assets that should be allocated based on strategy.
	www.portfoliomgt.org /financial.asp (2757 words)

	Financial Advisings.com
		financial journalists and nobel prize winners in financial economics.
		Financial portfolio composition affects welfare for a number of...
		portfolio is broadly defined to mean holdings of a) financial...
	www.financialadvisings.com /search.cfm?so=Financial+Portfolio (159 words)

	Resource Financial Corporation · Portfolio & Case Studies
		Resource Financial Corporation provided merger and acquisition consulting advice to a troubled IT consulting firm resulting in a successful merger of the firm with another similar consulting firm, creating critical mass, improved efficiencies and economies and, generally, creating a successful continuing company out of the combination of two companies including, RFC’s client.
		Resource Financial Corporation provided financial advisory services to a Manhattan and London-based diversified agency, assisted in arranging, negotiating and structuring a $57 million equity investment and in restructuring senior and subordinated debt facilities.
		Resource Financial Corporation substituted for a leading Chicago investment bank after six months' failed effort, succeeded in acting in MandA and corporate finance advisory roles, restructuring the terms of a previously unfinancable buyout and, therefore, arranging, negotiating and structuring the financing required to complete the transaction.
	www.resource-financial.com /portfolio.htm (436 words)

	Financial Services Portfolio
		FleetBoston Financial Corporation is a diversified financial services company that is among the 10 largest bank holding companies in the United States, with total assets of $104.4 billion at December 31, 1998.
		Stilwell Financial is an equity house and their total assets will move with the stock market, but in the long run, as the stock market has historically risen, so have their fees.
		We look forward to watching how Stilwell Financial deals with their current problems and one should remember that asset management firms are still very much in vogue right now and if Stilwell Financial can't keep the firm on track then a larger financial firm could acquire them.
	www.bullmarket.com /tfi/financial.htm (3545 words)

	PEP Portfolio Companies - Financial Services - Piper Jaffray (Site not responding. Last check: 2007-10-23)
		To view the portfolio companies of our underlying fund commitments, select a particular industry sector from the pulldown menu or click a letter for an alphabetical listing.
		Description: CFRA Holdings is an independent financial research company that pioneered quality-of-earnings research to aid clients in their investment and business decision-making.
		Description: As an insurer of public finance bonds and structured securities, Financial Guaranty Insurance Company provides credit enhancement solutions that enable municipal and asset-backed issuers to reduce their borrowing costs and enhance their access to the capital markets.
	www.piperjaffray.com /881 (441 words)

	Couture Financial, Inc. - Dynamic Portfolio Management
		Couture Financial, Inc., uses computer programs that combine these analysis methods and "Modern Portfolio Theory" with other asset selection and management techniques.
		The use of these methods among professional investors and their contribution to rationalizing securities markets has been recognized by the award of the 1990 Nobel Prize in Economics to two American scholars, doctors Harry Markowitz and William Sharpe.
		The professionals at Couture Financial, Inc., have learned from many decades of experience that careful management of your resources is the single most important financial decision.
	www.couturefinancial.com /portmgmt.shtml (457 words)

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