Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Creating Investment Policy
- An investment policy statement is an important document that will develop a "blueprint" for managing an organization's assets. A well-developed statement will establish long-term objectives, promote adherence to these objectives, provide a disciplined process, and serve as a guide through difficult markets. Creating an asset allocation policy is an interactive...
- White papers 2003-04-22
- The Owner's Manual For Your Portfolio
- Greed and fear can easily cloud judgment and investment analysis during market gyrations. The Investment Policy Statement IPS provides a documented strategy to help maintain the discipline to stay on course and avoid trying to time the market or making emotional decisions that can derail your investment goals. Once your...
- White papers 2006-06-15
Additional Resources
- Does ERISA Require An Investment Policy Statement?
- From the executive summary: ‘Experts indicate that the legal responsibility for the investments in 401k plan rests with the corporate officers who oversee the management of the plan's assets even if the duties are delegated to investment managers. The paper addresses the question of whether the Employment Retirement Income Security...
- White papers 2002-01-01
- How Should "Black Swans" Affect Your Investment Plan?
- In his book The Black Swan, Nissam Nicholas Taleb uses the term "black swans" to refer to rare events that are: Outside the realm of expectations Extreme in impact Easily explainable after the fact, though nearly impossible to have forecasted ahead of time ...
- Blog posts 2009-03-23
- Federal Banking Agencies Issue Policy on Financial Institutions Providing Financial Support to Advised Investment Funds.
- The OCC, FRB, FDIC and OTS (the "Agencies") jointly issued a policy statement (the "Policy Statement") alerting financial institutions ("FIs") to safety and soundness issues related to providing financial support to bank-advised investment funds including mutual funds, collective investment funds, alternative strategy funds and other funds where the FI or...
- Research articles 2004-01-07
- 4 Ways to Avoid a Financial Scam: Don't Get "Madoff-ed"
- My last post about Madoff's 150-year sentence aroused quite a response and requires that I clear the air about some issues that were raised: I don't think Madoff is worse than a murderer or a rapist Madoff is not the scapegoat for the entire financial melt-down...
- Blog posts 2009-06-30
- Statement re Proposals.
- For Immediate Release 2 February 2005 Gartmore Growth Opportunities plc ("GGO" or the "Company") Proposals to modify the Company's investment policy and change the Company's ...
- Research articles 2005-02-02
- INVESCO PERPETUAL EUROPEAN INVESTMENT TRUST PLC - Interim Results.
- INVESCO Perpetual European Investment Trust plc Unaudited Preliminary Announcement of ...
- Research articles 2005-09-12
- Reporting Requirements for Mortgage, Insurance and Investment Firms, and Audit Requirements for Insurance Intermediaries
- This white paper document basically presents how to supervise firms effectively, for which it needs to have a good understanding of the business being carried on by each firm. This Guide summarizes the rules and guidance for our new reporting and audit requirements. These were initially set out in Consultation...
- White papers 2004-03-01
- The Financial Planning Association has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics
- The Financial Planning Association (Denver, CO) has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics. The division's first book is "Creating an Investment Policy Statement: Guidelines and Templates."
- Research articles 2005-01-31
- Desarrolladora Homex SA de CV Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. We will now begin the question-and-answer session. [Operator Instructions]. We have a question from Jorge Kury with Morgan Stanley. Go ahead, Jorge. Jorge Kury - Morgan Stanley Hi, good morning. Two quick questions, the first one, operating expenses were up 36% year-on-year,...
- Earnings calls 2007-10-25
- Financial Regulation and Supervision after the Crisis: The Role of the Federal Reserve
- At the Federal Reserve Bank of Boston 54th Economic Conference, Chatham, MassachusettsOctober 23, 2009 The theme of the Federal Reserve Bank of Boston's Economic Conference this year–reevaluating regulatory, supervisory, and central banking policies in the wake of the crisis–is certainly timely. Not much more than a year ago, we and...
- News items 2009-10-23
- ADC Telecommunications, Inc. F4Q07 (Qtr End 10/31/07) Earnings Call Transcript
- Question-and-Answer SessionOperator [Operator Instructions]. And your first question is from Simon Leopold of Morgan Keegan. Simon Leopold - Morgan Keegan & Co. Thanks, I wanted to get in a couple of clarifications first, one is just trying to come up with the pro forma earnings number...
- Earnings calls 2007-12-12
- FULL TEXT - Statement by RBA governor Glenn Stevens
- Following is the text of the Reserve Bank of Australia's statement on Tuesday after it raised the cash rate by 25 basis points to 3.25 per cent at its monthly policy meeting. At its meeting today, the Board decided to raise the cash rate by 25 basis points to 3.25...
- News items 2009-10-05
- Wolseley plc Interim Management Statement Call Transcript
- Question-and-Answer SessionOperator Thank you. The question-and-answer session will be conducted electronically. [Operators Instructions]. We will take now our first question from Tim [inaudible]. Please go ahead. Unidentified Analyst Hey, guys. This is Tim [inaudible] in Dublin. My first question is in relation to the stock...
- Earnings calls 2007-11-30
- Key Market Factors: Global Melt-Up, Consolidation or Correction?
- John Furlan submits:Thanks very much to followers and for comments. Factors and ratings below are my opinion of the equity markets’ current views, the “market’s mind,” how it responds to changing expectations of key fundamentals, not my personal views of them. Markets are very dynamic, and risk preferences, time...
- External links 2009-08-09
- Weekend Round-Up
- £165bn loan keeps Lloyds afloat Lloyds Banking is being sustained by £165bn in loans and guarantees from the Bank of England -- approaching the £200m of quantitative easing allocated to support the UK economy. This should, says Lloyds, be set against the context of its £1trn balance sheet, but its...
- Blog posts 2009-11-08
- Ministers pick 10 nuclear sites
- Ten sites in England and Wales have been chosen by ministers as suitable for new nuclear power plants, paving the way for the most ambitious reactor construction programme in Europe. Only five of the sites have so far been identified by generators with specific nuclear new-build plans. Between them the...
- News items 2009-11-09
- Fed Marks End of Deflation Fears
- The Federal Reserve is signaling that deflation, one of the great economic fears of the last year, is no longer a threat. That seems to indicate the Fed now feels confident that we won't have another depression along the lines of the downturn in the 1930s. You'd...
- Blog posts 2009-06-25
- [1493] Calls for changes to improve adequacy of retirement savings.
- Aug 29, 2003 (Weekly Tax Bulletin - ABIX via COMTEX) A policy statement has been issued by the Investment & Financial Services Association IFSA. In "Retirement incomes and long-term savings - living well in an ageing society", IFSA urges the Australian Government to introduce...
- Research articles 2003-08-29
- << Previous
- page 1 of 1
- Next >>
