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- Management : Risk Standards 1-9
- The article gives the idea of risk standards 1 to 9. The risk standard 1 states that Fiduciary responsibilities should be defined in writing and acknowledged in writing by the parties responsible. The standard 2 says that the Primary and Manager Fiduciaries should approve formal written policies, which reflect their...
- White papers 2003-01-01
- Measurement : Risk Standards 10-16
- The article explains the different risk standards. The risk standard 10 states that all readily priced instruments should be valued daily, less-readily priced instruments at least weekly and non-readily priced instruments as often as feasible and whenever a material event occurs. The standard 11 states that Material discrepancies in valuations...
- White papers 2003-01-01
- VAR for Mortgage Backed Securities
- Value at Risk VaR is a mathematical approach for estimating the maximum potential loss of a given portfolio within some field of time with some likelihood of occurrence. Monte Carlo Simulation calculates the potential portfolio loss using market scenarios that were created from historic volatility and correlation estimates. As correlation...
- White papers 2003-01-01
- Summary of the 20 Risk Standards
- 20 risk standards have been summarized in this article. Some of the standards explained are: Acknowledgment of fiduciary responsibility, clearly defined organizational structure and key roles, consistent application of risk policies etc. All these have been discussed in detail. To know more, refer to the article.
- White papers 2003-01-01
- Merger Arbitrage Funds: Do They Deliver What They Promise?
- Capital Market Risk Advisors CMRA has recently completed a detailed fundamental analysis of the merger arbitrage strategy. This was accomplished by creating the "theoretical" performance of a "pure" merger arbitrage strategy. The major conclusions were divided in two parts. Firstly, the majority of merger arbitrage managers achieved their returns by...
- White papers 2003-01-01
- Risk Budgeting : The Next Step Of The Risk Management Journey
- The article overviews the drivers behind the so called "risk revolution". An improvement in technology is the most significant factor followed by increased fiduciary awareness that has led to the interest and ability to ask more questions by trustees, plan sponsors, supervisors, directors and regulators. In addition, the now-famous...
- White papers 2003-01-01
- Is "Closed" Really Better?
- It is a natural human phenomenon to want what you cannot have. The article asks whether "closed" funds are really more desirable than "open" funds. Investing in "closed" funds does not necessarily lead to significantly higher returns. Investors should avoid the human tendency to assume that what they cannot have...
- White papers 2003-01-01
- Risk Budgeting: The Next Step of the Risk Management Journey
- Investors have begun to focus on risk dollars spent to achieve return. The increasing trend to focus on reward and risk at the instrument, manager and overall portfolio level has resulted in a need to ensure that compensation and fees encourage the type of risk-taking that the primary fiduciary desires....
- White papers 2003-01-01
Additional Resources
- Few investors set risk budgets.
- Only 14% of hedge funds and 19% of funds of funds have had "risk budgets" assigned by investors, according to a risk management summary released by Alternative Investment Management Association Aima. Aima commissioned Capital Market Risk Advisors to conduct its first review of...
- Research articles 2002-04-29
- Hedge Fund Risk Transparency
- The Alternative Investment Management Association AIMA had commissioned Capital Market Risk Advisors, Inc. CMRA to conduct AIMA's first comprehensive review of fund of funds investing due for release by Summer 2002. As part of this project, a series of surveys were issued to institutional investors, fund of funds managers and...
- White papers 2002-01-31
- Clearwire's Financial Advisors Even Find The Company's Stock Unattractive
- Two investment banks that advised Clearwire during its transaction with Sprint (NYSE: S) Nextel have resumed coverage of the company, and are offering up a not-so-bright view of the future. The transaction by itself was a positive one for Clearwire (NSDQ: CLWR). By merging its operations with Sprint's WiMax...
- External links 2008-12-08
- American Capital Strategies Ltd. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator [Operator Instructions]. And our first question comes from the line of Sanjay Sakhrani of KBW. Please go ahead. Sanjay Sakhrani – Keefe, Bruyette & Woods Hi. Thanks for taking my question. Just a quick question on the ’08 dividend guidance, how much of the...
- Earnings calls 2007-11-02
- Developing a Capital Asset Pricing Model
- CAPM describes the relationship between risk and expected return for an individual portfolio or security. Its underlying theory has prompted lively discussion about what "risk" actually means, asserting that only "systematic" (non-diversified) risk brings real reward to investors. Systematic risk is unavoidable, market-oriented risk that cannot be averaged out through...
- Articles 2007-10-12
- Best Funds for a Fast-Changing Market
- No strategy works for long in this crazy market. So you want your money in a fund nimble enough to go anywhere and invest in anything at any time — like one of these. ...
- Articles 2009-06-22
- Venture Investing And The Role Of Financial Advisors
- This article present empirical evidence showing that venture investing can substantially improve the risk-adjusted performance of qualified investors' portfolios. Improvements occur because many venture firms rely on what is called the venture capital model. This model permits venture firms to manage risk so that investors can benefit from diversification through...
- White papers 2002-03-01
- Franklin Templeton Portfolio Advisors All Cap Growth Strategy Now Available on Morgan Stanley Unified Managed Account Platform
- SAN MATEO, Calif. -- Franklin Templeton Portfolio Advisors, Inc. FTPA today announced the introduction of Franklin Portfolio Advisors FPA All Cap Growth portfolio on Morgan Stanley's Personal Portfolio program, a unified managed account UMA platform. The All Cap Growth portfolio seeks long-term capital growth and above-average, risk-adjusted rates of return,...
- Research articles 2006-10-25
- Ameriprise Financial Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. We will now begin the question-and-answer session [Operator Instructions]. Our first question comes from Suneet Kamath from Sanford Bernstein. Please go ahead. Suneet Kamath - Sanford Bernstein Thanks. One quick one and then one little bit more strategic. First, Walter, did...
- Earnings calls 2007-10-25
- PNC Financial Services Group Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. Your first question comes from the line Scott Siefers. James E. Rohr - Chairman and Chief Executive Officer Good morning, Scott. Richard J. Johnson - Chief Financial Officer Good morning, Scott. Operator Scott, your...
- Earnings calls 2007-10-18
- Keeping the Right Portfolio Balance in Unsteady Markets
- Financial advisors promote the virtues of building a diversified, balanced portfolio. When it's done right, it can reduce volatility, and therefore risk, without appreciably sacrificing returns. But as a recent article in the Wall Street Journal makes clear, doing it right is no small feat. The piece...
- Blog posts 2009-07-09
- What Is Private Equity?
- The term private equity encompasses a range of techniques used to finance commercial ventures in ways that do not involve the use of publicly tradable assets such as corporate stock or bonds. Typical forms of private equity include venture capital, growth and mezzanine capital, angel investing, and private equity funds....
- Articles 2007-03-05
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