Resources

10 Resources for

financial services and investment strategy

  • Subscribe to this listing via:
  • RSS
  • Email

BNET Resources

Fixed Income Capabilities
Risk management is integral to all of the investment strategies. Every client portfolio has risk controls embedded into its investment process, and the proprietary risk management system grants us the capability to analyze every bond in every client portfolio on a daily basis to confirm that we are bearing only...
Tags: Investment Strategy, Fixed Income, Risk Management, Morgan Stanley, Financial Planning, Financial Services, Strategy, Investment, Security, Finance, Management
White papers 2002-04-01
The Care And Feeding Of A Healthy Organization
Healthy nonprofits are committed to maintaining a steady, robust income stream; developing and implementing sound investment strategies; and paying daily attention to accounting controls. They protect the continuity and stability of every income stream. They make sure they completely understand expectations and comply with all reporting requirements and operational restrictions....
Tags: Accounting, Investment Strategy, Income, Nonprofit Risk Management Center, Operational Accounting, Investment, Financial Services, Finance
White papers 2003-01-01
Exchange Traded Funds . Implementing Investment Strategies
Exchange Traded Funds or ETFs are exchange listed securities backed by a basket of stocks from which they derive their value. Unlike closed end funds, the basket of securities can be expanded as demand for the product increases. ETFs are designed to track country, sector, industry, and style...
Tags: Investment Strategy, ETF, Financial Services
White papers 2000-09-01
Futures And Options Trading For Hedge Funds: The Regulatory Environment
Futures and options on futures can provide attractive investment opportunities for hedge funds. These funds employ numerous strategies using the futures and options markets, including traditional hedging, overlay and income enhancement. In fact, hedge funds have become an influential force in the currency and fixed income markets and is the...
Tags: Foreign-exchange, Investment Strategy, Environment, Hedge Fund, Chicago Mercantile Exchange Holdings, Investment, Currency & Foreign Exchange, Financial Services, Finance
White papers 2001-05-03
What Has Better Returns And Lower Risk Than U.S. Equities? Managed Futures
The U.S. stock exchanges are clearly the most visible and liquid forms of equity investment around the world. The media has made the stock indices and the companies whose price momentum drives the major exchanges, national and global news. The U.S. capital markets are the envy of the world in...
Tags: U.S., Investment Strategy, Stock, Model, PCT Publishing, MLM, Investment, Financial Services, Finance
White papers 2002-10-01
Investment Strategies in Emerging Markets: An Introduction to the Research Project
This article investigates the foreign investment strategies in four emerging markets, their determinants, and their implications for the local economy and for public policy. The outcomes of FDI in terms of both corporate and social performance are highly dependent on how the operation is initially set-up. Entry strategies concern the...
Tags: Investment Strategy, London Business School, Emerging Market, Foreign Direct Investment (FDI), Investment, Personal Finance, Marketing Research, Financial Services, Finance, Marketing
White papers 2004-03-16
Seed Investor Agreements
Seed investors look at numerous hedge fund managers before making a decision on where to invest their capital. Not only do factors like a solid reputation, strong track record and the right investment strategy matter, one of the most critical factors is the terms the hedge fund manager is willing...
Tags: Hedge Fund Manager, Investment Strategy, Hedge Fund, Agreement, Investor, Investment, Financial Services, Finance
White papers 2005-10-21
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
Foreign Investment Strategies And Sub-National Institutions In Emerging Markets
Foreign investors entering emerging markets have to take strategic decisions on where and how to set up operations. These decisions have to accommodate institutional conditions that vary not only between countries, but also within the host economy. This paper offers a theoretical framework to analyse how institutions in an emerging...
Tags: Investment Strategy, Emerging Market, Foreign Direct Investment, Copenhagen Business School, Foreign Direct Investment (FDI), Currency & Foreign Exchange, Investment, Marketing Research, Strategy, Financial Services, Finance, Marketing, Management
White papers 2006-06-08

Additional Resources

AMG's President and Chief Executive Officer to Present at the Merrill Lynch Banking & Financial Services Investor Conference
BOSTON -- Sean M. Healey, President and Chief Executive Officer of Affiliated Managers Group, Inc. (NYSE: AMG), is expected to speak at the 2007 Merrill Lynch Banking and Financial Services Conference in New York City on Thursday, November 15, 2007 at 10:30 a.m. Eastern time. Joined by Darrell W. Crate,...
Tags: Merrill Lynch & Co. Inc.
Research articles 2007-11-13
AMG's President and Chief Executive Officer to Present at Lehman Brothers 2007 Financial Services Conference
BOSTON -- Sean M. Healey, President and Chief Executive Officer of Affiliated Managers Group, Inc. (NYSE: AMG), is expected to speak at the Lehman Brothers 2007 Financial Services Conference in New York City on Monday, September 10, 2007 at 11:00 a.m. Eastern time. Joined by Darrell W. Crate, AMG's Executive...
Tags: financial service, Lehman Brothers Inc.
Research articles 2007-09-05
Fresh Look at Strategy Under Uncertainty
Although even the highest levels of uncertainty don't prevent businesses from analyzing predicaments rationally, says author Hugh Courtney, the financial crisis has shown us the limits of our tools—and minds. Hugh Courtney's book, 20/20 Foresight: Crafting Strategy in an Uncertain World, was published the...
Tags: Uncertainty, Financial, Hugh Courtney, Quarterly, Biotechnology, Strategy, Financial Accounting, Management, Finance, McKinsey
Articles 2009-02-27
New DOL And Congressional Pension Reform Initiatives Create Insatiable Demand For Qualified Professional Investment Counsel
The collapse of Enron has raised many questions, requiring long, overdue pension reform, which are finally being addressed by broad-reaching legislative proposals and Department of Labor rulings. This pension reform introduces a new level of advice by "fiduciary advisors" or "qualified investment advisors" for plan participants and institutionalizes advice in...
Tags: Advisor, Pension, PCT Publishing, Plan Participant, Benefits, Payroll Solutions, Investment, Human Resources, Finance
White papers 2002-04-01
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...
Tags: PNC Financial Services Group Inc.
Earnings calls 2007-10-18
John Hancock Funds Announces Name Change and New Investment Strategy for The Southeastern Thrift and Bank Fund, Inc
Business/Technology Editors BOSTON--BUSINESS WIRE--March 19, 2001 John Hancock Financial Trends Fund, Inc. to invest in companies across the financial services sector The shareholders of The Southeastern Thrift and Bank Fund, Inc. STBF, a closed-end fund managed by John Hancock Advisers, Inc., voted today to adopt a...
Tags: John Hancock Financial Services Inc., John Hancock Funds
Research articles 2001-03-19
LPL Financial Services Appoints Jeffrey Kleintop, CFA, Senior Vice President, Chief Market Strategist
SAN DIEGO -- Linsco/Private Ledger Corp. LPL Financial Services, announced today that Jeffrey Kleintop, CFA, has recently joined the firm as Senior Vice President, Chief Market Strategist. Mr. Kleintop brings a wealth of economic and investment research experience, previously serving as Chief Investment Strategist and Senior Vice President at PNC...
Tags: LPL Financial Services
Research articles 2007-03-27
Assess the Attractiveness of the World's Financial Services Industry
DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c60189) has announced the addition of Financial Services Industry Worldwide - Porter's Five Forces Strategy Analysis to their offering. The Global Financial Services Industry is the most important cog in the wheel of commercial activity worldwide. The industry maintains the most vital functions...
Tags: Bargaining Power
Research articles 2007-06-20
Finding Relative Value in Financial Services
Edward Harrison submits: Not every financial services sector company is a basket case destined for bankruptcy. There are many well-run lower risk organizations in the bunch. Moreover, let's not blame the banking model for individual companies' woes. The Economist had a good article this weekend highlighting the fact that it...
Tags: American International Group Inc., Bank of America Corp., Citigroup Inc., Deutsche Bank AG, Financial, Goldman Sachs Group Inc., HSBC Holdings Plc., J.P. Morgan Chase & Co., M & T Bank Corp., Merrill Lynch & Co. Inc., SunTrust Banks Inc., Wachovia Corp., Washington Mutual Inc., Wells Fargo & Co.
External links 2008-08-20
Federated Investors, Inc.'s President and CEO J. Christopher Donahue to Present at Merrill Lynch Banking & Financial Services Investor Conference
Business Editors PITTSBURGH--BUSINESS WIRE--Aug. 30, 2002 Federated Investors, Inc.(NYSE:FII) -- September 5, 2002 at 2:15 p.m. Federated Investors, Inc., (NYSE:FII), one of the nation's largest investment management companies, announced today that president and CEO J. Christopher Donahue, is scheduled to speak Thursday, September 5, at...
Tags: Banking, Benefits, Federated Investors Inc., investor, Merrill Lynch & Co. Inc.
Research articles 2002-08-30
  • << Previous
  • page 1 of 1
  • Next >>
advertisement
advertisement
Click Here