Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Overlay Management: The Whole Product Solution?
- The question that persists during this particularly difficult period in the capital markets is whether the role and purpose of a brokerage firm is simply to execute securities trades or is there an associated responsibility to assist and/or empower the financial advisor to add tangible, quantifiable value through the exercise...
- White papers 2002-12-01
- Strong Finish to a Topsy-Turvy Year
- 2001 ended on a high note with the market delivering a generous 13% return in the fourth quarter, but this article statistically shows that it was a year of topsy-turvy quarters. The year started down 13% in the first quarter, just the opposite of how it ended. In-between it flip-flopped...
- White papers 2001-12-01
- Market Extremes
- This article table statistically and graphically summarizes the risk and reward characteristics of the stock and bond markets during various time periods. It notes that stocks from 1964-2001 (past 38 years) have delivered higher returns with less risk than in the first half of the measurement period, 1926-1963, yet the...
- White papers 2002-02-01
- Investment Consulting Craft Trades Up to 21st Century
- Successful investment consulting encompasses two distinct crafts: the ability to develop quality advice and the skill to deliver that advice. This article focuses on the pressing need for the use of current technology to bring about evolution and modernization in the first of these crafts. Only if this occurs can...
- White papers 2002-04-01
- More of the Same
- This article briefly summarizes the performance of the stock market and various industrial sectors during the first quarter of 2002. Value investing, especially small-to-mid cap Value, dominated in the first quarter of 2002, continuing the trend set in 2001. In 2001, small cap Value was up 37% while large Growth...
- White papers 2002-04-01
- Some Thoughts on Multi-Discipline Accounts (MDAs) and Other Managed Money Programs
- This article discusses and examines Multi-Discipline Accounts MDAs that are becoming the rage for small investors. Broker sponsors package families of separate account managers, with various investment styles, into diversified investment programs. These packages compete directly with those offered by funds-of-funds of mutual funds. The article concludes that for the...
- White papers 2002-06-01
- Is the Loss of Investor Confidence Necessarily Bad? It All Depends If You Are a Consultant or a Broker
- Today, investors are facing that proverbial hurricane, and many are being advised to "stay the course", or set anchor and weather the storm in a deteriorating bear market. Clearly, in a bull market everyone wants to maximize their exposure to the equity markets, so as this article examines and discusses,...
- White papers 2002-08-01
- Assessing the Damage
- The stock market as a whole had lost additional 17% of its value in the third quarter of 2002, bringing the year-to-date loss to 27% and the century-to-date (1/1/00-9/30/02) loss to 42%. In general, stock market investors have seen almost half their wealth evaporate in just 2.75 years, and there...
- White papers 2002-10-01
- Consistency Pays Long-Term Dividends
- This article emphasizes that investors should focus on managers who provide performance consistency in their own style group. Although, big bets may pay, little tracking error relatively to that style group is a big winner. Performance can be analyzed in lots of ways, but slightly above-average return consistency can be...
- White papers 2002-12-01
- The Upside Potential Strategy: A Paradigm Shift in Performance Measurement
- The thesis of this paper is that popular performance measures, like the Sharpe ratio and information ratio, are not designed for the clients needs. The "one size fits all" approach of these ratios does not recognize the fact that the clients have different ages, different amounts of wealth and different...
- White papers 2003-01-01
- Core/Satellite Portfolio Construction
- Core/Satellite portfolio construction reconciles the seemingly irreconcilable debate between the respective benefits of index and active management. Core/Satellite provides the framework that enables asset allocation models to be implemented with more purity - and potentially less cost - than those devoted 100% to active management. Even so, Core/Satellite leaves room...
- White papers 2002-02-01
- The Benefits Of Long/Short Investment Strategies In A Low-Return Stock Market Environment
- The goal of long/short strategies is generally to invest in undervalued stocks and to sell short overvalued stocks, thus achieving absolute positive returns and less risk than the overall market. Most long/short managers tend to be net long over a period of time ƒ{ƒn that is, they usually have a...
- White papers 2001-12-01
- Do MDA's Enhance Or Dilute The Investment Process?
- The fear is that the high level, fee-based advice to which we have all worked so hard to foster, will be subverted by the packaging of the mutual fund industry or by multi-manager investments sold as a product, cheapening the role of the consultant. It is feared is that in...
- White papers 2002-04-01
- Simple, Cost-Effective And Targeted Access To Bonds: Fixed Income iShares
- An ETF represents a basket of securities that tracks a specific market index. ETFs trade on major stock exchanges, like a stock, and therefore their price fluctuates continuously in real time to reflect changes in the prices of the underlying assets. ETFs offer investors the cost-effective opportunity to buy or...
- White papers 2002-10-01
- 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...
- White papers 2002-10-01
- Can The Managed Account Business Cross the Chasm Into The Financial Services Mainstream?
- Today's financial product and service menu has become so mind-boggling that no one can understand it in its entirety, much less articulate it in terms a client would understand. Clearly, a process is needed in order to manage all information in terms that clients can understand so that it is...
- White papers 2002-10-01
- 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...
- White papers 2002-04-01
- Using a Blend to Evaluate Style: Avoiding One-Size-Fits-All Benchmarks
- The choice of investment performance benchmark can make an investment manager look bad or good regardless of skill. This is particularly true for 1999, when the spread between value and growth was 4,500 basis points. Most would acknowledge that the S&P500 is an inappropriate benchmark for most managers in 1999,...
- White papers 2000-06-01
Additional Resources
- GraphOn and PCT Sign GO-Global Agreement; PCT to Distribute Thin-Client, Server-Centric Solution in Germany, Austria and Switzerland
- SANTA CRUZ, Calif. -- GraphOn Corp. (OTCBB:GOJO), a leading worldwide developer of server-based application publishing and Web-enabling software solutions, today announced that it has signed an agreement with PCT Professional Communication Technologies GmbH to distribute the GO-Global family of thin-client, server-centric solutions in Germany, Austria and Switzerland.
- Research articles 2005-06-07
- Hungarian jobless rate steady at 7.7 pct: stats office
- BUDAPEST AFP — The Hungarian jobless rate stood at 7.7 percent in the period from March to May, unchanged from the preceding period of February to April, the central statistics bureau KSH said on Monday. On a 12-month basis, however, unemployment in Hungary was higher in the March-May period....
- Research articles 2008-06-30
- << Previous
- page 1 of 1
- Next >>
