Tags » Portfolio Management

Structure in Threes: Budgeting and Planning -observations and muses

The beatings will continue until moral improves, or so goes the typical planning cycle each year.  Although being an observer of the process in many enterprises for 30 years and a unwilling participant at times, I would classify these activities as anything but planning.  378 more words

Enterprise Architecture

average wages in the US are back to pre-recession levels ...the point is?

Good news, but not great.

How so?

80% of the wage gains since 2008 have gone to the top 20% of wage earners, meaning those earning $190,000 a year or more (this is despite recent government allegations that top tech firms in Silicon Valley have conspired to hold down their employee wages). 366 more words

Stock Market

Exit Russian Securities and Banks Ahead of Sanctions

The Obama administration told asset managers last week that it was planning additional sanctions against Russia over the conflict in Ukraine.

Officials from the Treasury Department and the National Security Council met in Washington with mutual-fund and hedge-fund managers, according to a person who attended. 839 more words

Asset Protection

Goldman on High Frequency Trading

There’s only one bank that’s come out publicly against high frequency trading, and that’s Goldman Sachs.

It’s not an easy thing to do. Banks work with high frequency trading firms to execute orders, they also have their own dark pools — private, anonymous exchanges that have become a part of the new market ecosystem synonymous with HFT. 484 more words

Wealth Creation

The Best Reasons For Investing And Portfolio Monitoring

If you have not already started investing, consider investing starting today. There is no real reason why you should not invest, despite the risks, which are few and far between. 516 more words

Institutional Investors

when quantitative investment strategies "add up to fraud"

Yesterday’s online Financial Times contains an article titled “When use of pseudo-maths adds up to fraud.”  It references an academic paper (which I haven’t read yet–and may never) which concludes that while quantitative management strategies may look impressive to neophytes, many are mathematically bogus.   379 more words

Stock Market

How Much is a Financial Advisor Really Worth?

And … Can it be Quantified?

How much of a boost in net returns can financial advisors add to client portfolios? According to Vanguard Brokerage Services®; maybe as much as 3%? 504 more words

Portfolio Management