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Topic: Portfolio (finance)

Related Topics

Modern portfolio theory

Capital asset pricing model

Market risk

Arbitrage pricing theory

Value at risk

Diversification

Beta coefficient

Sharpe ratio

Systematic risk

Harry Markowitz

Specific risk

Risk

	Portfolio (finance) - Wikipedia, the free encyclopedia
		In building up an investment portfolio a financial institution will typically conduct its own investment analysis, whilst a private individual may make use of the services of a financial advisor or a financial institution which offers portfolio management services.
		Holding a portfolio is part of an investment and risk-limiting strategy called diversification.
		Portfolio management involves deciding what assets to include in the portfolio, given the goals of the portfolio owner and changing economic conditions.
	en.wikipedia.org /wiki/Portfolio_(finance) (302 words)

	- HISPANIC Trends.com - October 2002 - Finance & Investing
		Building a laddered portfolio entails buying a series of bonds with different maturities spread out over your investment time frame.
		For example, in a 10-year laddered portfolio, you might purchase bonds that mature in 1, 2, 3, 4, 5, 6, 7, 8, 9, and 10 years.
		With a laddered portfolio, you’ll receive greater returns than from holding only short-term bonds, and with lower risk than holding only long-term bonds.
	www.hispaniconline.com /trends/2002/oct/finance/investing2.html (286 words)

	Finance
		Harry Markowitz (1952, 1959) realized that as the "fundamentalist" notion relied on expectations of the future, then the element of risk must come into play and thus profitable use could be made of the newly developed expected utility theory of John von Neumann and Oskar Morgenstern (1944).
		As noted, the idea of an optimal portfolio allocation had already been considered by Keynes, Hicks and Kaldor in their theories of money, and thus it was a logical step for James Tobin (1958) to add money to Markowitz's story and thus obtain the famous "two-fund separation theorem".
		Intuitively, if the returns from an option can be replicated by a portfolio of other assets, then the value of the option must be equal to the value of that portfolio, or else there will be arbitrage opportunities.
	cepa.newschool.edu /het/schools/finance.htm (2007 words)

	College of Business Administration: MS in Finance
		The University of Tulsa offers a Master of Science in Finance (MSF) that prepares students for a professional career in a range of specialized areas: corporate finance, investments, portfolio management, financial institutions, international finance, and risk management.
		Curriculum options for Corporate Finance, and Investments and Portfolio Management are designed for students with an undergraduate degree in Business Administration, an MBA, or graduate degrees in other disciplines who desire to specialize in finance.
		All candidates for the MS in Finance degree must have completed or complete the foundation courses and 36 semester hours of advanced study.
	www.cba.utulsa.edu /msfinance (236 words)

	Hedged portfolio
		A portfolio consisting of a long position in the stock and a long position in the put option on the stock, so as to be riskless and produce a return that equals the risk-free interest rate.
		For a given characteristic, it is the minimum risk portfolio, with portfolio characteristic equal to 1.
		For example, the characteristic portfolio of asset betas is the benchmark.
	www.financial-terms.co.uk /finance-glossary/hedged-portfolio.html (123 words)

	Huntington Equipment Finance Indirect Funding (Site not responding. Last check: 2007-10-13)
		Portfolio Term Loan / Portfolio Acquisitions: This product is best suited for small ticket lease portfolio financing of independent lessors who want to hold and service their own portfolios.
		Credit quality of underlying portfolio is critical and is determined using due diligence audit techniques to perform the overall portfolio analysis, using a sampling of the portfolio to determine the portfolio quality.
		Portfolio financings may be structured similarly to securitization, using a pool of leases as collateral, excess collateral in the form of cash reserves and Ultimate Net Loss (“UNL”) agreements.
	www.huntington.com /bas/HNB2533.htm (2115 words)

	Portfolio : Finance : The Eller College of Management at the University of Arizona
		Finance 423/523 is a mixed class of graduate and undergraduate students managing an endowment of over $700,000.
		A copy of the most recent portfolio review book is available here.
		Unlike other student-managed portfolios across the country, lectures are given every week to outline important issues in investing.
	finance.eller.arizona.edu /portfolio (272 words)

	Balanced Portfolio for Retirement: Re: Balanced portfolio inquiry
		The conclusion is a 50:50 portfolio will have a 95% chance of lasting 30 years if you draw it down at a 4% rate.
		The idea here is you rebalance your portfolio quarterly where you take out 1% (on the 4% plan) and buy a 2 year CD to “recharge” your 2 year cash reserves fund that you use to pay living expenses.
		This 2 year reserve “bucket” that is outside your portfolio gives you a cushion where you can try to stretch your dollars out to 3 or 4 years or even get a part time job if you are worried.
	www.suite101.com /discussion.cfm/investing/68223/970568 (496 words)

	Finance: Portfolio Theory
		Harry Markowitz is the father of Portfolio Theory.
		In 1952, he published his groundbreaking thesis that investors should focus on selecting optimal portfolios as opposed to optimal assets.
		If the Journal of Finance devoted an entire issue to research papers on portfolio construction, the result might be similar to this book.
	www.riskbook.com /topics/finance_portfolio_theory.htm (214 words)

	The all-weather bond portfolio - CEO Finance Chief Executive, The - Find Articles
		One answer may be a diversified portfolio of government, municipal, and corporate bonds.
		Think of this as an all-weather bond portfolio: One possible mix would be 50-30-20, respectively.
		Municipal bonds should comprise roughly half the bond portfolio of a wealthy investor.
	www.findarticles.com /p/articles/mi_m4070/is_n81/ai_13902030 (908 words)

	TheStreet.com: Tune Your Portfolio With a Year-End Review, Part 1
		In our example, 67% of the portfolio is invested in technology; 18% in health care; 11% in a mix of services, energy, transportation and conglomerates; and 4% in cash.
		At our firm, a conservative portfolio would be invested about 25% each in tech, health care, financial services and other categories, so we weren't kidding when we said this portfolio is aggressive.
		David Edwards is a portfolio manager and president of Heron Capital Management, a New York management firm, which is consistently ranked among the top 20 in its category by the Nelson's "World's Best Money Managers" survey.
	www.thestreet.com /funds/managerstoolbox/857236.html (983 words)

	Student Managed Portfolio - Finance Department - NIU College of Business
		The Student Managed Portfolio of Northern Illinois University was established as a means for Finance students who are interested in the area of investments and portfolio management to gain real world experience.
		This goal is obtained by allowing the students to build a portfolio of equity investments, using real money.
		The students meet weekly to discuss stock buy/sell recommendations, portfolio performance, and current news pertaining to stocks and the equity markets.
	www.cob.niu.edu /fina/smp (339 words)

	Diversified Investment Portfolio - Finance Market messageboards
		By keeping as diverse a portfolio as possible you may miss out on the biggest opportunities, but you'll also minimise the risks, which for long term trading is probably the better option for most people.
		A portfolio with both equities and commodoties would probably be able to reap some benefits, while an equities-only portfolio could be feeling sore.
		And a commodoties-only portfolio would have been just plain lucky - but also exposed to serious market uncertainties, and risks.
	www.financemarkets.co.uk /boards/diversified-investment-portfolio-102.html#post488 (271 words)

	Enterprise Solutions, Custom Reports, Portfolio Tracking - Finance Logix
		Finance Logix investment planning products have been developed with the appropriate blending of technology and industry knowledge acquired over the last decade.
		Finance Logix may be used in a connected (web-based) and/or disconnected (desktop) mode.
		A professional quality enrollment kit, containing clients’ personal data, assumptions and calculated results of the Finance Logix analysis, is created and ready to be mailed to the client in just a few easy steps.
	www.financelogix.com /flx/service.aspx?pg=0 (276 words)

	Portfolio of Finance & Economics :: Prosecution of Key Supporter in Major Money-Laundering Scheme Underscores ... (Site not responding. Last check: 2007-10-13)
		Portfolio of Finance and Economics :: Prosecution of Key Supporter in Major Money-Laundering Scheme Underscores Cayman Islands' Commitment to Fighting Financial Crime
		A March 2005 assessment by the International Monetary Fund (IMF) recognised the Cayman Islands' anti money-laundering (AML) and combating of financing of terrorism (CFT) initiatives.
		In 2003, the Cayman Islands passed a comprehensive piece of anti-terrorism legislation in addition to adopting, as part of its domestic law, United Nations Security Council resolutions dealing with the financing of terrorism.
	sev.prnewswire.com /banking-financial-services/20051124/MXTH00124112005-1.html (843 words)

	SSRN-On the Role of the Growth Optimal Portfolio in Finance by Eckhard Platen
		On the basis of a portfolio selection theorem, optimal portfolios are derived.
		A risk aversion coefficient is introduced, controlling the amount invested in the savings account, which allows to characterize portfolio strategies that maximise expected utilities.
		Platen, Eckhard, "On the Role of the Growth Optimal Portfolio in Finance".
	papers.ssrn.com /sol3/papers.cfm?abstract_id=868719 (303 words)

	College of Business Administration: Graduate Finance Certificate - Investment & Portfolio Management
		Home > Depts > Finance and OM > MS in Finance > Inv.
		The Investment and Portfolio Management Certificate program is for individuals seeking in-depth study of financial markets and an understanding of the market’s role in developing the financial assets of corporations, mutual funds, and private investors.
		Students have the opportunity to learn the intricacies of money management by participating in the management of a real portfolio valued at more than $1,000,000.
	www.cba.utulsa.edu /msfinance/certificates/portfolio (102 words)

	SOM MS in Finance (Site not responding. Last check: 2007-10-13)
		The Master of Science in Finance program is designed for students who wish to obtain a comprehensive graduate-level education in the field of finance, but do not wish to take the extra time required to complete the broader-based MBA program with a concentration in finance.
		Students learn to become better financial strategists and policy-makers by enhancing their theoretical knowledge and analytical skills in the area of finance.
		By obtaining an M.S. Program in Finance-FM Track, a graduate can enhance his or her career opportunities in corporate finance, portfolio analysis and management, the management of financial institutions, and investment banking.
	www.mgt.buffalo.edu /mba/MSFinance (514 words)

	Fast Portfolio Computations Using Parallelism, Clusters and Web Services
		Examples include determining the fair value of a portfolio (of financial instruments), computing an effective portfolio hedging strategy, calculating the value-at-risk of a portfolio and determining an optimal rebalance of the portfolio.
		For example, the evaluation of a portfolio of 1,000 bonds required 7.5 minutes on a 64-node cluster versus almost seven hours on a single processor.
		Two advantages of this approach are that a familiar portfolio manager, Excel, can be used; the preferred algorithm to evaluate a single instrument is used unchanged (repeatedly, on different processors).
	www.fenews.com /fen50/where_num_matters/where-num-matters.html (1847 words)

	Balanced Portfolio for Retirement: Balanced portfolio inquiry
		For the corresponding "live" discussions, post in the active topic forum here.
		on a hypothetical portfolio between 12/31/99 and 9/30/01.
		Please follow the guidelines set forth in the Suite101.com Posting Etiquette when adding to the discussion.
	www.suite101.com /discussion.cfm/investing/68223/970345 (163 words)

	Finance Topic: Portfolio Management
		This huge resource provides extensive articles covering such topics as how indexes are created, the nature of risk, the debate about active versus passive portfolio management, types of index funds and whether indexing can affect the broader markets.
		A summary of Harry Markowitz's theory of portfolio selection and its long-term impact on investment practice.
		Reviews the ongoing debate between advocates of active versus passive portfolio management and the reliability of using previous portfolio performance to predict future success.
	www.swlearning.com /finance/students/portfolio.htm (866 words)

	Finance 422 Portfolio Management
		Portfolio Theory and Selection is a survey of recent theories of risk diversification and portfolio balance
		Summary of behavioral Finance speech by Michael Brennen
		AG Edwards has some interesting points on laddering, but the best is from Fidelity.
	www.financeprofessor.com /fin422/fin422mainpage.html (451 words)

	The Hindu : Karnataka / Bangalore News : Yediyurappa sure to get Finance portfolio
		BANGALORE: Deputy Chief Minister B.S. Yediyurappa is sure that the Finance portfolio in the new Janata Dal (S)-Bharatiya Janata Party (BJP) coalition Government is his.
		Yediyurappa's residence saw him meeting with officials from the Finance and Industries departments, both portfolios held by P.G.R. Sindhia in the erstwhile Dharam Singh Cabinet.
		Yediyurappa said: "Since the finance portfolio will be mine, I can assure you that Bangalore's development will get priority in my agenda." Reminding them that the elections to Bangalore Mahanagara Palike Council is due by the year-end, for which the partnership with Janata Dal (S) will be forged again, Mr.
	www.hindu.com /2006/02/06/stories/2006020617630500.htm (344 words)

	Personal Investment Coach\|Finance coach, portfolio, investor (Site not responding. Last check: 2007-10-13)
		In terms of financial well-being, today, people are electing the more hands-on approach to Personal Investing as an alternative to the full service Investment services offered by mostly inexperienced and commissions driven advisors and sales people.
		and trainers for insight in the investment world, for explanations of reformatted principles and often complicated investments, for expertise, for guidance, which ultimately enables investors to empower themselves in making better, wiser, well-informed decisions pertaining to their investment portfolios.
		You may want to attend one of our Investment Seminar Series, or perhaps inquire for a second opinion on the service you are presently receiving.
	www.portfolioresourcecenter.com /index.html (410 words)

	portfolio - OneLook Dictionary Search
		Portfolio : AMEX Dictionary of Financial Risk Management [home, info]
		Portfolio : Deardorff's Glossary of International Economics [home, info]
		Phrases that include portfolio: portfolio management, zero beta portfolio, market portfolio, portfolio theory, modern portfolio theory, more...
	www.onelook.com /?w=portfolio (347 words)

	Sedona Management Group 2005 - Portfolio : Finance (Site not responding. Last check: 2007-10-13)
		CWM asked Sedona to move their site from its previous host, redesign it and implement self-administrative features in a very short time frame due to the fact the previous hosting contract was expiring.
		Seattle Funding Group (SFG) is the leading Portfolio Equity Lender in the western US.
		SFG Direct asked Sedona to build them a self-administered web site to showcase properties for potential investors and manage their workshop calendar and registrations.
	www.sedonamg.com /finance.htm (155 words)

	Finance Center
		Browse through our library of Finance titles or download text-specific supplements.
		Browse through our library of 2000 and 2001 Finance titles.
		Take a virtual tour of some of Prentice Hall's top-selling Finance titles.
	www.prenhall.com /financecenter (58 words)

	Personal Finance: Financial Planning, Retirement Education, Investing Strategies and More
		Our Personal Finance section provides comprehensive financial planning education and retirement strategy for today’s savvy, do-it-yourself individual investor.
		The Portfolio Observer is an ongoing research effort that reports on recommended asset allocation and diversification strategies for our members.
		Whether you are catching up on the latest tax law changes or reporting gains and losses, this guide explains and instructs in easy-to-follow language.
	www.aaii.com /finance (209 words)

	Statistical analysis software and data mining software \| Insightful
		Optimizing portfolio performance through better asset management has become more challenging as the quantity and selection of investment instruments has grown.
		Today, portfolio managers can select from bonds, futures to highly exotic and complex instruments such as derivatives including hedge funds, funds of funds and more.
		Further, analytic software and solutions are required to share mission-critical information with analysts responsible for managing portfolio performance on a daily basis.
	www.insightful.com /industry/finance/portfolio.asp (203 words)

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