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portfolio holding

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UMB Financial Corporation Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. Ladies and gentlemen, we will now begin the question and answer session. Operator instructions. And our first question comes from Chris McGratty with KBW. Go ahead please. Chris McGratty – KBW Good morning. Mariner Kemper Good morning. Chris McGratty – KBW You indicated in your...
Tags: Fund, Call Transcript, Earnings, Balance Sheet, KBW, Portfolio Holding, Balance Sheets, Financial Statements, Financial Accounting, Finance, Seeking Alpha, UMB Financial Corp.
Earnings calls 2009-01-28

Additional Resources

iShares Switzerland Can Ease Portfolio Turmoil
Thomas Smicklas submits: As reported, during the unraveling of the worst of last week's financial crisis, investors were looking for safe havens. Certainly, precious metals will fit that category, but I believe that for many investors a healthy dose of iShares' Switzerland EWL may be worth a look to cure...
Tags: ETF
External links 2008-09-22
Real Estate in the Mixed-Asset Portfolio: The Question of Consistency
Real estate is increasingly been seen as an attractive addition to the mixed-asset portfolio. However, determining whether the good return enjoyed by real estate is a temporary or long-term phenomenon is a question that remains largely unanswered. Consistency in this context refers to the ability of an asset to maintain...
Tags: Portfolio, University Of Reading, Real Estate, Business Operations
White papers 2004-06-22
Investing Reality Check: Why You Think You're Above Average
Individual investors and professionals typically consider themselves above average portfolio managers, but they?re often deluding themselves. Sometimes, they inadvertently use the wrong yardsticks to measure their performance. Sometimes, their boasts are just plain deceitful. Driving...
Tags: S&P 500, Performance, Bond, Stock, The Vanguard Group Inc., Portfolio, Investor, MoneyWatch, Investment, Financial Accounting, Finance, Allan Roth, Lake Woebegon, Dan Ariely, Larry Swedroe, American Association of Individual Investors, Terrance Odean, VTI, VEU, BND, Vanguard Total Market Index, Vanguard FTSE All-World Ex US Index, Vanguard Total Bond Market Index
Articles 2009-11-30
The Case for REITs in the Mixed-Asset Portfolio in the Short and Long Run
The poor performance of the Stock Market in the US up to the middle of 2003 has meant that REITs are increasingly been seen as an attractive addition to the mixed-asset portfolio. However, there is little evidence to indicate the consistency of the role REITs should play a role in...
Tags: REIT, Real Estate, Investment, Business Operations, Finance
White papers 2004-08-06
Credit Suisse First Boston (USA), Inc. To Acquire Select Portfolio Servicing.
NEW YORK, Aug 12, 2005 CCNMatthews via COMTEX -- Credit Suisse First Boston USA, Inc. announced today that it has agreed to acquire 100% of the outstanding stock of SPS Holding Corp. and its subsidiary Select Portfolio Servicing, Inc. SPS for NEW YORK, Aug...
Tags: Credit Suisse Group AG
Research articles 2005-08-12
Gold as Part of a Portfolio
Many investors have been thinking about gold recently. Some have considered it because it has been a relatively strong performer with the iShares COMEX Gold Trust IAU closing up 5.4% in 2008. It’s up 2% year-to-date as of Wednesday’s close. The iShares S&P 500 Index ETF IVV was down...
Tags: Gold & Precious Metals, Sam Olesky, Streettracks Gold Trust
External links 2009-02-02
Roadway Forms Holding Company, Takes Equity Partnership in Integres Global Logistics
Business Editors and Automotive Writers AKRON, Ohio--AutomotiveWire--May 30, 2001 Holding Company to Seek Strategic Opportunities That Fit Portfolio Joint Venture to Leverage Existing Freight Network Roadway Express, Inc. (Nasdaq:ROAD) today announced the formation of Roadway Corporation, which will act as a holding company to identify acquisition,...
Tags: Company, Integres Global Logistics Inc., Roadway Express Inc.
Research articles 2001-05-30
Corporate Governance And Home Bias
In most countries, large shareholders control many of the largest corporations. The article shows that under reasonable assumptions, this stylized fact implies that portfolio holding of U.S. investors should exhibit a home bias in equilibrium. It constructs an estimate of the work portfolio of shares available to investors who are...
Tags: Portfolio, Financial Accounting, Corporate Governance, Finance, Business Operations, Corporate Law
White papers 2001-11-01
How to Manage an IP Portfolio
Intellectual property ranges from patents and copyrights to branding, know-how, and trade secrets. Assembling a portfolio to value, track, and protect your IP can improve your valuation, among other benefits. Take Inventory Goal: Make IP work for...
Tags: Patent, IP, Patent Filing, Network Technology, Networking, Intellectual Property, BNET Crash Course, Erik Sherman
Articles 2009-08-05
Rehabilitating a Lopsided Portfolio
When the Radoseviches began phasing into retirement in 2006, their portfolio was worth about $1.5 million. Not anymore. Don, like everyone else, was enthralled by the stock market’s seemingly unstoppable surge in value in the past 20 years. He recalls, with something like nostalgia, that “from 1990 to 2000, everything...
Tags: Annuity, Stock, Tax, MoneyWatch, Radoseviches, IRA, Don, Sherry, Financial Industry Regulatory Authority, Investment, Finance, Manitowoc Company, Portfolio, ETF, LQD, VBMFX, Indexed Annuity, Asset Allocation, Retirement Portfolio, Investing, Investments, Radosevich, Real Life, Barbara Bedway
Articles 2009-09-24
The Impact of Real Estate on the Mixed-Asset Portfolio in Periods of Financial Stress
The case for holding real estate in the mixed-asset portfolio is typically made on its stabilizing effect as a result of its diversification benefits. However, portfolio diversification often fails when it is most needed, i.e. during periods of financial stress. In these periods, the variability of returns for most asset...
Tags: Financial, Portfolio, University Of Reading, Real Estate, Financial Accounting, Business Operations, Finance
White papers 2003-05-16
Systemic Risk And International Portfolio Choice
Returns on international equities are characterized by jumps; moreover, these jumps tend to occur at the same time across countries leading to systemic risk. The article captures these stylized facts using a multivariate system of jump-discussion processes where the arrival of jumps is simultaneous across assets. It then determines an...
Tags: Risk, Diversification, Investor, Strategy, Security, Management
White papers 2003-01-01
Why AmEx Becoming a Bank Holding Company is a Positive Move
Vitaliy N. Katsenelson, CFA submits: American Express AXP becoming a bank holding company [BHC] is not just net positive for the company it is simply positive. When a highly leveraged investment bank like Goldman Sachs GS turns into a BHC, its future profitability suffers as its leverage drops to...
Tags: American Express Co., AmEx, Bank, Credit Card, Federal Reserve Board, Finance, Financial, Financial Services, Financing Startups, Goldman Sachs Group Inc., Seeking Alpha, Vitaliy Katsenelson
External links 2008-11-13
Introduces Charlotte Russe Holding to our Bluechips Portfolio.
M2 PRESSWIRE-26 March 2008-Company Upgrade: Introduces Charlotte Russe Holding to our Bluechips PortfolioC1994-2008 M2 COMMUNICATIONS LTD RDATE:26032008 International Stock Targets is a world renowned independent research firm, based in Johannesburg, South Africa. Along with walking investors through the whole life-cycle...
Tags: Charlotte Russe Inc.
Research articles 2008-03-26
Introduces Focus Media Holding to our Bluechips Portfolio.
M2 PRESSWIRE-5 March 2008-IST Targets: Introduces Focus Media Holding to our Bluechips PortfolioC1994-2008 M2 COMMUNICATIONS LTD RDATE:05032008 International Stock Targets is a world renowned independent research firm, based in Johannesburg, South Africa. Along with walking investors through the whole life-cycle of...
Tags: Focus Media Holding Ltd.
Research articles 2008-03-05
Angelo, Gordon & Co.'s Net Lease Group Completes Sale-Leaseback Transaction with Carousel Capital Portfolio Company Visador Holding Corporation
NEW YORK -- Angelo, Gordon & Co.'s ("Angelo Gordon") dedicated Net Lease Group ("AG Net Lease") announced today that it has acquired the headquarters and manufacturing facilities of Coffman Stairs, LLC ("Coffman"), a wholly-owned subsidiary of Visador Holding Corporation ("Visador"), through a sale-leaseback transaction. Visador is a portfolio company of...
Tags: Coffman Stairs LLC
Research articles 2007-05-08
Laddering A Bond Portfolio Will Substantially Reduce Your Client's Exposure To Interest Rate Volatility
Many advisers purchase bonds and bond funds as a part of their clients' comprehensive investment portfolios. They are attracted because of their perceived safety and high yields. Of course, not all bonds and bond funds are the same. Investors are consistently lured by high yields into high-risk bond strategies, only...
Tags: Bond, Interest Rate, FinancialCounsel.com, Investment, Finance
White papers 2001-06-01
Adding Hedge Funds To A Traditional Asset Portfolio: What Can We Learn?
"Alternative assets - hedge funds - have a meaningful impact on the efficient frontier for investors who usually hold only traditional assets like stocks and bonds. The portfolio gains from holding hedge funds can, in fact, be significantly greater than gains earned through international diversification. Hence, the growth of hedge...
Tags: Asset, Hedge Fund, Allocation, Asset Management, Investment, Financial Services, Operational Planning, Business Operations, Finance
White papers 2001-09-01
Schwab extends $95 portfolio makeover offer
SO YOUR investment portfolio is a disaster, you're saddled with that gnawing feeling you should rebuild it, but you don't have a clue as to where to begin. Don't fret. Charles Schwab & Co, the San Francisco-based discount broker, says it has a sound offer to make. ...
Tags: Charles Schwab & Co. Inc., FINANCE, Investment, SALES
Research articles 2003-03-17
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