Henriques said that investors, instead of using economic and political assessments , were selling because computer-driven strategies told them to sell. "It was the ... Big institutional investors — think giant mutual index funds and university.
Software provider Oranj has introduced a wealth management tool that it says can help reduce product and technology fees paid by investors. Dubbed MAX — for manage, advise and experience — the software will be made available to advisers at no charge .
Your adviser can use the Sharpe ratio, developed by Nobel Memorial Prize-winning economist William Sharpe, to compare the return of a mutual fund with its volatility, and determine how it could impact your retirement. Getting an overall risk assessment is.
Beware the Risks of Floating-Rate Funds. High yields can blind income seekers to the dangers of ... A wide array of floating-rate securities trade today, and the holdings of mutual funds with “floating rate” in their name vary widely. Such funds, which.
Once seen as a major disruptor to the industry, robo-adviser Nest Wealth Asset Management is now partnering with the wealth- management industry to license online technology to those investment firms who want to bring robo-adviser capabilities in-house.
The Portfolio Doctor will assess the health of the mutual funds held by individuals, examine their suitability with regard to the goals of the investor and, if required, recommend corrective measures. While doing so, the doctor will consider the.
Equity mutual fund ... the process of fund selection can be made even more nuanced as algorithms are used to run multiple selection criteria. Vyakaranam says, “Our definition of performance asks, ‘what period and for what level of risk is the return.
Following the assessment of performance of open-end mutual funds managed by ABLV Asset Management , IPAS and the situation in financial markets, the decision on reorganization of corporate bond fund ABLV High Yield CIS Bond Fund has been made.
In 2008, the net asset value (NAV) of the fund was only down 4.1%, largely due to its significant Treasury position and risk management . Two, it's current cash and Treasury position also adds to the fund's ability to be opportunistic. We also believe.
MAX also enables advisers to access model portfolios and mutual funds from BlackRock ... esignature capability and a risk assessment and alert tool.
The regulator is deliberating on making it mandatory for fund houses to form internal risk assessment committees comprising key AMC personnel and external consultants, according to two people familiar with the matter. The functioning of the committee.