'Portfolio rebalancing' diaporamas de présentation

Smart Investing: Reducing Risk While Seeking Reward

Smart Investing: Reducing Risk While Seeking Reward. Charles Rotblut, CFA Vice President & AAII Journal Editor American Association of Individual Investors. Key Concepts. Behavioral Errors Are Costly Get the Basics Right Investing Is Messy Smart Investors Create Their Own Luck.

849 views • 67 slides

BM410: Investments

BM410: Investments. Portfolio Construction 1: Basics and Active versus Passive. Objectives. A. Understand the uses and types of benchmarks B. Understand portfolio rebalancing C. Understand the importance of portfolio management and performance evaluation

557 views • 44 slides

Sovereign debt rating

Sovereign debt rating. Sovereign debt ratings are assessments of the probability of default in government bonds. Rating agencies consider economic and political factors and make a qualitative and quantitative evaluation.

493 views • 24 slides

Portfolio models for fixed income securities

265 views • 15 slides

We comes up with new offerings to Mutual fund software

This mutual fund software system also allows you to create different fund class and portfolio rebalancing because we have back end system working, so that you can get latest nav of particular fund and can manage if something falls down within the portfolio, if you checking it every morning.

16 views • 1 slides