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8 Resources for

asset and investment strategy

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BNET Business Dictionary

Asset
any tangible or intangible item to which a value can be assigned. Assets can be physical, such as machinery and consumer durables, or financial, such as cash and accounts receivable.Assets...
Asset definition on BNET »

BNET Resources

Public, corporate plans face different challenges; JPMorgan survey shows regulations, market changes spur shift in investment strategies.(Pension Funds)
Byline: Cecily O'Connor NEW YORK - Regulatory and market-driven challenges may drive public and corporate pension funds to deviate in the types of investment strategies they choose in the future. The divergence could mark the beginning of a shif Byline: Cecily...
Tags: asset, asset allocation, investment strategy, J.P. Morgan Chase & Co., pension fund, survey
Research articles 2006-12-11
Frequent flyer; William Quinn, who juggles duties with American Beacon Advisors, American Beacon Funds, American Airlines and CIEBA, has a unique perspective on pension reform and investment strategies.(Face to Face: William F. Quinn)
Byline: Doug Halonen `With more than 35 years in the business of defined benefit plans and finance, William F. Quinn is currently wearing several big hats: He's the chairman and CEO of American Beacon Advisors, Fort Worth, Texas, which manages m ...
Tags: advisor, American Airlines, asset, benefit, benefit plan, bond, investment strategy
Research articles 2006-09-18
A Capital Idea: Total Foundation Asset Management And The Unified Investment Strategy
This paper presents the perspective that the purpose of foundations is not simply to engage in grant making, but rather to invest in the creation of social value. The idea is also presented that available foundation assets for supporting this process of social value creation should be viewed as not...
Tags: Asset, Stanford Knowledgebase, Investment Strategy, Asset Management, Investment, Operational Planning, Business Operations, Finance
White papers 2002-01-01
Market Selection and Survival of Investment Strategies
The paper analyzes the process of market selection of investment strategies in an incomplete market of short-lived assets. In the model understudy, asset payoffs depend on exogenous random factors. Market participants use dynamic investment strategies taking account of available information about current and previous events. It is shown that an...
Tags: Asset, Payoff, Investment Strategy, University Of Zurich, Asset Management, Investment, Operational Planning, Business Operations, Finance
White papers 2001-10-01
The Employees Provident Fund of Malaysia: Asset Allocation, Investment Strategy and Governance Issues Revisited
In this paper, one will argue that the investment performance of the EPF Employees Provident Fund is seriously constrained by the nature of the provident fund scheme, by the regulations imposed upon it, and by financial markets that are under-developed. One of the key conclusions is that pension reform per...
Tags: Asset, Capital Market, Investment Strategy, Pension, Asset Allocation, Investment, Financial Services, Benefits, Payroll Solutions, Finance, Human Resources
White papers 2003-05-03
Office of the Deputy Prime Minister Departmental Investment Strategy 2005-2008
ODPM's standard practice and decision-making on assets is based on VFM, informed by best practice and using net present value in investment business cases. The net present value includes all charges including non-cash so ODPM's asset management will, like all its business decisions, meet the new resource budgeting requirements. The...
Tags: Asset, Investment Strategy, Budgeting, Microsoft Office, Crown, ODPM, Asset Management, Financial Services, Operational Planning, Business Operations
White papers 2005-01-01
Asset Allocation: A Sound Investment Strategy
In these complex financial markets, you have an impressive array of investment vehicles from which to select. Each investment also carries some risks, making it important to choose wisely if you are selecting just one. The good news is that there's no rule that says you must stick with only...
Tags: Asset, Investment Strategy, Asset Allocation, Ameriprise Financial, Asset Management, Investment, Operational Planning, Business Operations, Finance
White papers 2008-01-01
You've frozen your pension plan: now, the work really begins; Freezing a defined-benefit pension plan is not a 'done deal.' Rather, it requires a prompt and urgent top-to-bottom re-evaluation that includes asset allocation and investment strategy, making
Not a week goes by without an attention-grabbing headline about the poorly funded condition of one or another of a U.S. private pension plan, and the resulting problems inherited by the governmental agency (the Pension Benefit Guaranty Corp., known a Not a week goes by without...
Tags: asset, asset allocation, investment strategy, Pension Benefit Guaranty Corp., pension plan
Research articles 2005-09-01

Additional Resources

Fitch Issues Ares Enhanced Loan Investment Strategy Presale
CHICAGO -- Fitch Ratings has issued a presale report on Ares Enhanced Loan Investment Strategy Ltd./Ares Enhanced Loan Investment Strategy LLC. The presale report is available to all investors on Fitch's corporate site at 'www.fitchratings.com'. For more information about Fitch's comprehensive subscription service Fitch Research, which includes all presale...
Tags: Fitch Ratings
Research articles 2004-10-08
Ibbotson Announces Study on ``Buy-Write'' Investment Strategy; Covered-Call Investing Can Enhance Risk/Return Tradeoff of a Portfolio
CHICAGO -- Ibbotson Associates, a leading provider of asset allocation knowledge and tools, today announced the results of its case study on the "covered-call" investment strategy represented by the CBOE S&P 500 BuyWrite Index BXM. The study was three-fold: 1) assess risk-adjusted performance of the BXM; 2) evaluate the role...
Tags: Ibbotson Associates Inc.
Research articles 2004-09-09
AMG's Executive Vice President and Chief Financial Officer to Present at the 2007 Credit Suisse Insurance and Asset Management Conference
BOSTON -- Darrell W. Crate, Executive Vice President and Chief Financial Officer of Affiliated Managers Group, Inc. (NYSE: AMG), is expected to speak at the 2007 Credit Suisse Insurance and Asset Management Conference in New York City on Thursday, November 15, 2007 at 3:45 p.m. Eastern time. Mr. Crate will...
Tags: asset management, Credit Suisse Group AG, asset, insurance
Research articles 2007-11-13
Equilibrium in a Stochastic Model With Consumption, Wages and Investment
Existence of equilibrium is established in a continuous time economy where a finite number of agents derive utility from consuming both a good and leisure. They own and trade shares of the means of production of the good as well as financial assets. Share prices are modeled as ITO processes....
Tags: Asset, Agent, Investment, University Of British Columbia, Salary, Real Estate, Asset Management, Benefits, Payroll Solutions, Business Operations, Operational Planning, Human Resources
White papers 2004-03-10
Asset and Liability Management Model
Common portfolio management models deal with the maximization of the financial well being of an investor or institution. Passive portfolio management lacks flexibility and foresight, two elements of prominent significance in today's highly volatile financial markets. The paper reveals about the active portfolio management which, nowadays, is gaining momentum among...
Tags: Asset, Financial, Portfolio Management, Financial Accounting, Finance
White papers 2004-11-10
Asset Allocation Funds: 6 Picks
Managers of tactical asset allocation mutual funds can invest in everything from stocks to commodities, moving money out of one asset category and into another whenever they want. They?re supposed to buffer you against collapsing markets while offering growth potential. It all sounds great in theory. But in the real...
Tags: Asset, Fund, Morningstar Inc., Stock, Tax, Allocation, Asset Allocation, MoneyWatch, No-load T. Rowe Price Balanced, Asset Management, Investment, Financial Services, Operational Planning, Finance, Business Operations, Tactical Asset Allocation Fund, T. Rowe Price Balanced, First Eagle Global, Ivy Asset Strategy, Morningstar, Black Rock Global Allocation A, Leuthold Core Investment, Loomis Sayles Global Markets, Expense Ratio, Mutual Funds, Nate Hardcastle
Articles 2009-11-03
Asset Allocation In The Presence Of Varying Returns, Contribution Scenarios And Investment Horizons
The article talks about the individual investors for those asset allocations are often cited as the most important decision in the investment process. The success of any asset allocation strategy depends on a host of related variables. This article also explains the role of the asset allocation decision in the...
Tags: Asset, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2003-04-01
CPP Investment Board Closes US$500 Million Real Estate Investment With TIAA-CREF Asset Management
The CPP Investment Board and TIAA-CREF Asset Management announced today that the CPP Investment Board has closed a US$500 million real estate transaction that includes a US$300 million investment in a joint venture which will invest in Class A office properties in the United States, and a US$200 million investment...
Tags: TIAA-CREF
Research articles 2007-02-27
Portfolio Construction and the True Nature of Cash, Fixed Income and Equities
A clear understanding about how cash, fixed income and equities behave is essential to successfully managing your investment portfolio. Related to this, a significant factor in preserving and growing your wealth is the creation and management of a sound asset mix strategy. As any experienced investor knows, emotion and investment...
Tags: Asset, Fixed Income, Investment Decision, Equity, Investment, Financial Services, Asset Management, Finance, Operational Planning, Business Operations
White papers 2004-04-29
CPP Investment Board Closes US$500 Million Real Estate Investment With TIAA-CREF Asset Management.
TORONTO, ONTARIO and NEW YORK, NEW YORK, Feb 27, 2007 CCNMatthews via COMTEX -- The CPP Investment Board and TIAA-CREF Asset Management announced today that the CPP Investment Board has closed a US$500 million real estate transaction that includes a US$300 million investment in a joint...
Tags: TIAA-CREF
Research articles 2007-02-27
Achieving Optimal Asset Allocation
Asset allocation is a fundamental investing principle, because it helps investors maximize profits while minimizing risk. The different asset allocation strategies described above can help any investor do this regardless of their risk tolerance and investment goals. In turn, choosing an appropriate asset allocation strategy and conducting periodic reviews will...
Tags: Asset, Investopedia, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2004-06-15
Aegon Asset Management lose head of research.
Byline: Alistair Graham Alistair Byrne, head of global research at Aegon Asset Management, has left to become an academic at Strathclyde University.Byrne has spent several years with Aegon Asset Management, fund arm of the Dutch insurer, mostly as head of its investment strategy group....
Tags: AEGON N.V.
Research articles 2003-10-10
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