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Topic: Investment strategy


  
  Investment Strategy - Implied Volatility - Option Implied Volatility - Investing Terms
A bearish combination investment strategy where the investor realizes a profit when the value of a long put increases as the stock price drops, the sold put helps to offset the cost of the long put and also provides a finite maximum risk level.
A bullish investment strategy where the investor buys a call option, which is a leveraged position to potentially control shares of stock for a small premium.
A bearish investment strategy where the investor buys a put option, which is a leveraged position to potentially control shares of stock for a small premium.
www.poweropt.com /glossary.asp   (5441 words)

  
  Individual Investors - Zero Coupon Bond Investment Strategy   (Site not responding. Last check: 2007-10-31)
With this Strategy, you target a retirement date, the amount of income necessary for retirement and the number of years you expect to require an income stream.
This Strategy can be customized according to a child’s age and expected costs and can be implemented with a lump sum investment or incremental payments (but these would not be the same amounts).
Investment consulting services are offered at Morgan Stanley only through investment advisory programs and are not available through traditional brokerage accounts and products.
www.morganstanleyindividual.com /markets/bondcenter/outlook/ZeroStrategy   (1404 words)

  
 Self managed superannuation funds—investment strategy and investment restrictions   (Site not responding. Last check: 2007-10-31)
Investment rules are one of the most important requirements of SISA and failure to comply with the rules could result in trustees being fined and/or the superannuation fund losing its complying status.
Investments to be made and maintained on an ‘arms length’ basis
Trustees of SMSFs may acquire publicly listed discount card shares, provided the investment is in accordance with the fund’s investment strategy, and the SMSF does not participate in a discount plan where the trustees agree to a regular debit of their dividend payments.
www.ato.gov.au /content/19109.htm   (2053 words)

  
 Collaborative Investment Strategy Presentation   (Site not responding. Last check: 2007-10-31)
The Collaborative Investment Strategy is built on the concepts of broad-based partnerships, results-based planning and investment funding in order to improve outcomes for children and families.
The foundation of the Investment Strategy is built upon Pennsylvania’s commitment to improving the lives of children and families.
The Collaborative Investment Strategy begins with a vision: "All Pennsylvania children and their families will be healthy, educated, self-sufficient, and will live in safe homes and communities." This is a broad vision statement which local communities adopt or amend to reflect their own vision.
www.dpw.state.pa.us /General/FormsPub/ChildPublications/003672259.htm   (3231 words)

  
 Investment Strategy
The investment strategy of the NESsT Venture Fund (NVF) responds directly to the key challenges CSOs face in building the capacity and profitability of their social enterprises.
Strategy: Provide multi-year, targeted and tailored capacity-building and consultation support to a portfolio of social enterprises to build their expertise, skills and knowledge of enterprise development and management.
Strategy: Provide a multi-year, targeted and tailored package of financing to a portfolio of social entrepreneurs to capitalize their start-up and growth.
www.nesst.org /venture_investment.asp   (261 words)

  
 Investment Strategy   (Site not responding. Last check: 2007-10-31)
Our investment philosophy embraces the importance of customized investment planning and implementation, strategic and tactical asset allocation providing diversification, and the flexibility to select from diverse core and complementary investment strategies to achieve unique client risk/reward goals.
Setting a comprehensive investment strategy for our clients is one of the most important things that we do...
Before anyone customizes solutions or investment strategies for you, it is important for us to understand your personal, family, and philanthropic goals.
www.ustrust.com /public/ustrust/wealth_management_investments/investment_management/investment_strategy?cmsid=P-438729&lvl1=wealth_management_investments&lvl2=investment_management   (795 words)

  
 Investment Strategy - Ansbacher Investment Management   (Site not responding. Last check: 2007-10-31)
Our investment strategy is to sell uncovered options on the Standard and Poor’s 500 stock index and US Treasuries.
This is a niche investment strategy with a number of unique advantages.
Since the options selling strategy of AIM is a strategy of selling volatility, its greatest profits can be made just when the stock market is flat.
www.ansbacherusa.com /aboutourstrategy.htm   (1130 words)

  
 Successful Investors,Mathematical Stock Investment Strategy,Testimonials
When your offense strategy goes flat, when the long bomb falls incomplete or the slam-dunk incredibly bounces off the rim, then a coach looks to his defense to hold the line.
The same applies to investing where portfolio composition, diversification and risk management are of the utmost importance to first protect the equity required to “play and stay in the game”, and second, to guide and maintain the discipline the investing process demands for its return to be consistently successful.
I had a similar strategy to yours going for a while, but it was a tremendous pain to do all the research on a weekly basis (during my only time off of work) to find the good stocks that were distressed.
www.getfolio.com /investment_stocks/successful_investors.asp   (4461 words)

  
 Bloomberg Press Bookstore
He is now chief investment officer of New York-based Overture Investments, a position he has held since taking a year off to write this book after leaving Merrill Lynch's Global Private Client division in London, where he was managing director.
Investment advisers are often left to themselves to reconcile competing arguments in investment controversies.
Understanding this difference is fundamental to long-term investment success and can be reinforced by providing simple management information that can be used, at times of negative market returns, to encourage informed discussion rather than inappropriate reactions.
www.ordering1.us /bloombergbooks/product.php?sid=1&ccamp=RETAIL&pid=260   (1133 words)

  
 Strategy Release / Dividend Growth Investment Strategy Overview
The Strategy relies on its own "in-house" dynamic algorithms to build and maintain portfolios of securities that are strong, steadily growing, carefully managed, and reasonably priced.
The Kohl Strategy Release is an investment newsletter produced and published by SunSage Capital LLC, for the purpose of providing information of general and academic interest to its subscribers only.
This investment newsletter is not designed to replace or be used as a substitute for the service an investment advisor, broker, or investment research service provides.
www.strategyrelease.com /strategy.htm   (808 words)

  
 Investment Strategy & Policy   (Site not responding. Last check: 2007-10-31)
The statement will be based on a thorough analysis of your current investment strategy and governance practices, not a boilerplate document.
A study of the governance practices of the investment program, where we cite specific areas of compliance concerns and recommend action steps to improve investment decision-making.
Typically includes high-level analysis of current investment managers, review of committee structure and documentation, critique of investment policy, and assessment of employee communication and 404(c) compliance as applicable.
www.bellwetherconsulting.com /strategy.htm   (316 words)

  
 Gladstone Commercial - Investment Strategy
Our principal investment objectives are to generate income for our stockholders in the form of monthly cash distributions that grow over time and to increase the value of our common stock.
Our primary strategy to achieve our investment objectives is to invest in and own a diversified portfolio of leased industrial and commercial real estate that we believe will produce stable cash flow and increase in value.
Our strategy includes the use of leverage so that we may make more investments than would otherwise be possible in order to maximize potential returns to stockholders.
www.gladstonecommercial.com /investmentstrategy.html   (320 words)

  
 Creating your investment strategy   (Site not responding. Last check: 2007-10-31)
Investment gurus may impress you with their so-called secret methods, but the truth is, it's all a question of how much you have and what it is for.
Their investments cover a wide range of instruments, which often reflects a strong tolerance for risks that they have specifically considered.
Since they get their investment information primarily from third party--if not informal--sources, they are very vulnerable to the bandwagon effect.
money.inq7.net /personalfinance/view_personalfinance.php?yyyy=2003&mon=08&dd=20&file=1   (883 words)

  
 Path to Investing — Investment Strategies: Using an Investment Strategy   (Site not responding. Last check: 2007-10-31)
Without a strategy, you’re likely to invest randomly — a stock here, a bond there — without a sense of how your investments can work together to achieve the return you want, while helping to control your risk.
Investment advisers typically put investment strategy at the top of the list of services they provide.
Your adviser can explain how different investment strategies work and which ones may be most helpful to you.
www.pathtoinvesting.org /categories/managingyourportfolio/strategies/strategies_011.htm   (236 words)

  
 Investment Strategy of New Alternatives Fund
There is no commitment to a specific formula in selecting investments, such as favoring growth or value or any technical system.
Attention is given to the perceived prospects for the company selected and its industry, with concern for economic, political and social conditions at the time.
A: Most of this Fund’s investments will be in companies that provide a contribution to a clean and sustainable environment.
www.newalternativesfund.com /invest/invest_strategy.html   (682 words)

  
 Matrix Partners: Investment Strategy   (Site not responding. Last check: 2007-10-31)
Our investment strategy is to invest in companies that we perceive to be on the cutting edge of creating major new markets in software, communications equipment, semiconductors, storage, Internet and wireless.
Our bi-coastal presence also gives us the ability to extend our network to capture talent throughout the country.We also have developed a broad list of industry contacts in both areas that can be very helpful in assessing a new idea or "opening doors" once your company is up and running.
We approach each investment with a long-term commitment, since our goal is to build successful, independent companies - not acquisition targets.
www.matrixpartners.com /invstr.asp   (427 words)

  
 NASD - Investor Information - Investor Brochure Series - Investment Strategies
High growth investments might be tempting, but are usually subject to substantial fluctuations and you might not be able to wait for an investment like growth stocks or mutual funds to decline in value, or depreciate before they grow again.
Long-term investments that are influenced by factors such as the inflation rate may lose money in the short term, but they can still grow over an extended time frame.
If you are retired and your investment is funding your retirement, your investments should generate enough yield to let you live on the interest.
www.nasd.com /InvestorInformation/InvestmentChoices/InvestorBrochureSeries/NASDW_011863   (1179 words)

  
  Planning and Conservation League - Investment Strategy for California Water
The Investment Strategy analyzed a wide range of management options, all the way from conservation and recycling to transfers, desalination and building new dams.
Therefore the Investment Strategy sets forth conditions needed to ensure transfers will not harm areas of origin, areas through which the water is conveyed, and areas receiving the water.
The Strategy also sets forth important priorities to provide water quality, environmental restoration, social equity, a strong economy, viable agriculture and preservation of open spaces, as well as integrated resource management.
www.pcl.org /projects/waterforca.html   (691 words)

  
 Investment Strategy and Empty Property Strategy
The Investment Strategy sets out a five-year strategy for the investment in affordable housing and the Empty Property Strategy seeks to set the strategy for dealing with bringing empty buildings back into use.
The Investment Strategy (appendix 1) sets out the strategy for the investment in affordable housing for the next five years which will be used as the basis for the allocation of the Local Authority Social Housing Grant.
This is a high profile strategy, and it is hoped public awareness will be raised on the issue through articles, advertising and advice.
www.bathnes.gov.uk /Committee_Papers/Strategy/sc990927/15invest.htm   (563 words)

  
 Investment Strategy Online   (Site not responding. Last check: 2007-10-31)
Our investment strategy is to invest in companies that we perceive to be on the cutting edge of creating major...
The Foundation's investment strategy is that of a total return approach to endowment management...
Investment strategy involves the key choice between asset classes and types of...
www.awinvestment.com /investment/investment-strategy.html   (399 words)

  
 Investment Strategies
Creating an investment portfolio by identifying which investment vehicles are best for you is the next step in planning your investment strategy.
Think of your investment as an extension of yourself, tirelessly working to provide for you and your family.
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states.
www.tdbanknorth.com /investment/financial_services/investment_strategies.html   (432 words)

  
 Grassi's Investment Strategy   (Site not responding. Last check: 2007-10-31)
The most important characteristic of our approach to investment management in our equity portfolios is our "thirty plus" years of experience in basic "bottom-up" investing.
This long-term outlook theme is found throughout our investment approach of prudent stock selection, and has resulted in a successful portfolio management program.
Our investment strategy is to purchase debt securities with durations that will take advantage of our interest rate projections.
www.grassiinvest.com /html/strategy.htm   (335 words)

  
 Investment strategy issues
In the final issue we provide an overview of the steps involved in setting a modern and efficient investment strategy – a strategy that balances risk and return relative to the movement in liabilities, not in asset space only.
We all know that getting investment strategy right is the key determinant in the success or failure of a plan’s financial well-being.
As such, our aim with these newsletters is to demystify the subject of investment strategy as well as the litany of jargon that the industry has been somewhat guilty of creating.
www.mercerhr.com /knowledgecenter/reportsummary.jhtml/dynamic/idContent/1250785   (276 words)

  
 UBS - Personal investment strategy
After determining your basic risk tolerance, the next step is to identify the best possible investment strategies for your different individual portfolios.
The optimum investment strategy for your respective portfolios is determined by a number of factors.
A specific investment strategy must be devised for each portfolio in order to meet the individual portfolio investment objectives.
www.ubs.com /1/e/ubs_ch/wealth_mgmt_ch/risk_again/personal_strategy.html   (143 words)

  
 Investment Strategy   (Site not responding. Last check: 2007-10-31)
When evaluating potential investments, BCV looks for opportunities where significant revenue and profit potential can be achieved.
As a result, the majority of investments will be in companies located in the northeastern United States.
During the due diligence and investment management process, BCV will from time to time seek the advice and assistance of senior executives and consultants to whom they have access in those industries in which BCV IV plans to invest.
www.bcv.com /strategy.html   (349 words)

  
 Raymond James | Investment Strategy by Jeffrey Saut
The most recent Investment Strategy from XXXX is available below.
We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this presentation’s conclusions.
Investments mentioned are subject to availability and market conditions.
www.raymondjames.com /inv_strat.htm   (1610 words)

  
 Investment Trusts - Online Market Information, Strategy, Advice | Companies | Hemscott
It is vital to carefully research investment opportunities to ensure they are most suitable for your needs.
Investment trusts are companies that usually trade on the stock exchange but are set up solely to buy and sell shares in companies.
Like all stock market investments, they do have a certain level of risk, so you should consider seeking investment advice if you are thinking of such investments.
www.hemscott.com /companies/investment-trusts.do   (266 words)

  
 Investment Strategy
The strategy is intended to maximize the benefit of stock selection ability while avoiding the potential volatility often associated with sector concentration.
It is an active, small to mid cap strategy with a growth bias and a valuation discipline.
An investment in the Chesapeake Family of Funds is subject to investment risks, including the possible loss of the principal amount invested and there can be no assurance that the Fund will be successful in meeting its objective.
www.chesapeakefunds.com /html/strategy.html   (823 words)

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