Mutual Funds Risk Assessment

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Here's why we shouldn't forget about the crash of '87 -
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.

Oranj launches 'free' financial platform as way to lower client costs - InvestmentNews
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&nbsp.

Uncovering the Real Costs in Your Mutual Fund
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 - Barron's
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.

Robo-adviser Nest Wealth branches out in search of scale - The Globe and Mail
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.

MF Portfolio Doctor: Mitesh should invest more in SIPs to reach goals - Economic Times
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.

Historical returns are not enough for selecting funds
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.

Notification on starting the liquidation of an open-end mutual fund subdund ABLV High Yield CIS RUB Bond Fund - GlobeNewswire (press release)
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.

GDL: Playing It Safe With Upside Potential - Forbes
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.

Oranj pitches 'free' software as way advisers can lower costs for clients
MAX also enables advisers to access model portfolios and mutual funds from BlackRock ... esignature capability and a risk assessment and alert tool.

Sebi may tighten MFs' risk monitoring practices - Business Standard
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.

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