The next post in this series will show how the Dynamic
Portfolio Analysis service can be used with a Transaction CSV file.
If you would like to apply the new Dynamic
Portfolio Analysis service to your investment portfolio, please register on our website.
In addition, Alpholio ™ offers dedicated web services to financial institutions, such as full - service or discount brokerage houses, exchange - traded product companies, index fund firms, etc. that would like to provide fund and
portfolio analysis services to their clients through their own websites.
Not exact matches
CNBC has a vast
portfolio of digital products across a variety of platforms including: CNBC.com; CNBC PRO, the premium, integrated desktop / mobile
service that provides live access to CNBC programming, exclusive video content and global market data and
analysis; a suite of CNBC mobile products including the CNBC Apps for iOS, Android and Windows devices; and additional products such as the CNBC App for the Apple Watch and Apple TV.
Personal Capital advisors also has full
service wealth management
services where they charge a fee to manage your entire
portfolio, but the
portfolio and investment
analysis tools from Personal Capital are free.
VIP banking
services vary among banks and might include stock and
portfolio analysis, reduced interest rates on loans and no - fee ATM withdrawals.
Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory,
portfolio leverage
analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new
services from TCA Asset Management since 2011.
The company's product
portfolio consists of charge and credit card products; expense management products and
services; consumer and business travel
services; stored value products, including travelers checks and other prepaid products; network
services; merchant acquisition and processing, and
servicing and settlement, as well as point - of - sale, marketing, and information products and
services for merchants; and fee
services comprising market and trend
analyses and related consulting
services, fraud prevention
services, and the design of customer loyalty and rewards programs.
BioGene Limited are based near Cambridge and provide a «solution - based»
portfolio of products,
services and support — to encompass the key application areas of molecular biology to include Nucleic Acid Purification, Target Amplification and Post-Amplification
Analyses.
«Thorough project assessment, in - depth scientific
analysis of your current and future needs, an exhaustive technology
portfolio, excellence in production, and dedicated customer care are the core pillars that distinguish our personalized genome engineering
service... We translate your project into the most adapted and physiologically relevant research model.»
The program is a 24 - month training opportunity for aspiring school leaders and is built around observations, the provision of feedback, data
analysis, data - driven instructional planning, school culture and
portfolio reflections, and shadowing of in -
service principals.
He previously directed marketing and client
service for ETF Advisors and Salomon Smith Barney's Global Equity Index Group, as well as for the Equity
Portfolio Analysis group at Salomon Brothers.
Unlike the Basic
Portfolio service in which the membership of the portfolio is predetermined and only subject to periodic rebalancing over the analysis period, the DPA allows for arbitrary changes in portfolio com
Portfolio service in which the membership of the
portfolio is predetermined and only subject to periodic rebalancing over the analysis period, the DPA allows for arbitrary changes in portfolio com
portfolio is predetermined and only subject to periodic rebalancing over the
analysis period, the DPA allows for arbitrary changes in
portfolio com
portfolio composition.
Top 10 Best Buys Best Stocks to Buy
Portfolio SWOT
Analysis Generator Five Forces Generator Academic Resources Financial Dictionary Investing
Services Data
Services Custom Research Investment Training
As part of our advisory
service, however, we conduct a more comprehensive
analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital
portfolios, as well as the correct tax wrapper for their situation.
To run the experiment I used the
portfolio service offered by Lipper, Inc., a fund -
analysis service owned by Thomson Reuters.
Reverse Market Insight is the premier provider of data,
analysis and
portfolio valuation
services for the reverse mortgage industry.
After joining The Motley Fool in 2008, he contributed his writing and
analysis to Motley Fool Million Dollar
Portfolio, as well as several other Foolish newsletter
services, before moving downstairs to work for Motley Fool Wealth Management's Foolish SMAs.
The comment / request to provide more than a one - to - one comparison in that rather than just one fund potentially replacing another fund, or rather than a group of funds being replaced by the same number of replacement funds is precisely why we are rolling an additional
service with our Online Portfolio Analysis and Monitoring Service in the weeks and months
service with our Online
Portfolio Analysis and Monitoring
Service in the weeks and months
Service in the weeks and months ahead.
Overall ranking for both years based on unweighted ratings in the following categories: trading experience & technology; usability; mobile; range of offerings; research amenities;
portfolio analysis and reports; customer
service, education, and security; and costs.
This
analysis indicates that the fund had top - four equivalent positions in the PowerShares Dynamic Large Cap Value
Portfolio (PWV; fixed weight of 16.7 %), iShares U.S. Insurance ETF (IAK; 13.8 %), iShares U.S. Financial
Services ETF (IYG; 11.7 %), and Health Care Select Sector SPDR ® Fund (XLV; 10.5 %).
PLUS, also receive our coveted beta
portfolio service with flash stock alerts AND monthly big picture global
analysis at no extra cost More info
While the
service is very competitive on the fee front and when it comes to tax harvesting, its
portfolio analysis tool is not quite as comprehensive as that of competitors such as Betterment or Personal Capital.
if with a broker or dealer, (a) will attempt to obtain the best price and execution of its orders, and (b) may nevertheless in its discretion purchase and sell
portfolio securities from and to brokers who provide the Adviser with research,
analysis, advice and similar
services and pay such brokers in return a higher commission or spread than may be charged by other brokers.
He demonstrates a passion to educate clients and provide personalized
service by delivering financial seminars and a detailed
portfolio analysis.
In both instances, these
services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides
analyses of securities
portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up
service between the investment adviser and the trading desk at the broker - dealer, message
services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison
services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.
In both instances, these
services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides
analyses of securities
portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct
Kate serves as an investment analyst for institutional separate account relationships, providing ongoing
portfolio analysis and a high level of client
servicing.
We help financial institutions, venture capitalists and traditional companies evaluate intellectual property through a variety of
services, including patent
portfolio audits, clearance studies and patent landscape
analyses.
Ray's team handles both direct and reinsurance matters, with
services ranging from pre-underwriting risk evaluations and the drafting of wordings to coverage
analysis,
portfolio reviews, litigation / program management and dispute resolution.
Summary Innovative Professional experienced with: CIO for Hire
services, Business Relationship Management, Program Management, Customer Account Management, Business Development, Project Planning, Technical Presentations, Technology Strategy, Negotiations, Business
Analysis, Infrastructure Architecture, Continuity Planning, Compliance planning, Datacenter, Enterprise Security management,
Portfolio Development, Process Develo...
Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial
Analysis, Forecasting, IT
Service Management, ITSM, IT Strategy, Investment
Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed
Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development,
Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning
With my experience in investment, equity, and
portfolio analysis, combined with my inherent understanding of market performances and trends, I am ready to provide outstanding financial
service within your organization.
Provided efficient customer
service by completing
portfolio assessments and financial
analysis for new and existing clients
Conducted product demonstration of online
services, performed navigation to trade confirms, market
analysis, statements and
portfolio analysis.
Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes,
servicing of existing client accounts, and ongoing
portfolio analysis
Designed and developed data quality control and
portfolio optimization as well as insurance pricing software using C#.NET and MS Reporting and
Analysis Service.
Tags for this Online Resume: Account Management, Business Development, Customer
Service, Data
Analysis, Fabrication, Leadership, Management, P&L, Planning,
Portfolio Management, sales, outside sales, business development, sales representative, account executive, technical sales
Areas of Expertise * Sales Management * Territory Management * Account Management *
Portfolio Management * Data
Analysis & Reporting * Strategic Planning &
Analysis * Management & Leadership * Training & Development * Customer
Service & Retention EXPERIENCE HIGHLIGHTS TECHNIWELD USA, Atlanta, GA, October 2014 - April 2017 District Manager Managed territory development and sales coordination for a large - scale, multi-state di...
Tags for this Online Resume: Information Technology, Management, Program Manager, Supply Chain, Professional
Services,
Services,
Portfolio Management, project management, program management, Program Management Office (PMO), PMO, Strategy, Change management, Leadership, Integration, Acquisition, Divestiture, Collaboration, Listening, Meeting Facilitation, Project Execution, Project Planning, Project scheduling, Risk Management, Issue Tracking, Change Control, MS Project, Smartsheet, MS Office, Project Management Professional (PMP), strategic planning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial
analysis, scope management
Core Competencies Business Continuity Planning • Financial Wealth Management Operation • Financial
Analysis Account Acquisition / Retention • Investment Strategies •
Portfolio Development Quality Management • Customer
Service / Support • Process Improvement
Efficiently performed financial
analysis and business segment reporting, developing recommendations and potential
portfolio investment solutions based on
analyses to senior management on direction of products and
services.
Business & Management Competencies Financial Modeling •
Portfolio Management • Relationship Building • Forecasting • Business Development Recapitalizations • Credit Risk Management • Acquisition Financing • Debt Financing / Structuring • Leverage Buyouts • Business / Financial
Analysis • Capital Markets / Derivatives • Due Diligence • Foreign Exchange Loan Documentation / Negotiations • Asset Securitizations • Audit / Compliance • Public Finance • Financial Planning • Profit
Analysis • Compliance • Strategic Planning • Pricing
Analysis • Team Leadership / Motivation Client
Services • Statistical Modeling / Trend
Analysis • Market Trends • Budget Management
the Enterprise Transformation Office, ITT Steering Committee, and Workstream leadership) Researched, developed and commenced execution on a future state organization, The Enterprise IT PMO, which would fundamentally change the BU governance and operations model across Fidelity's federated IT organization Participated in the execution,
analysis, and recommendation development for three LCP (Large Complex Program) assessments to evaluate critical risk areas within select multi-million dollar Enterprise - wide programs, and resulted in the re-evaluation of one $ 10M BU program Director, Project Management (FTG / ETAG) Re-built the FTG ETAG PMO organization to
service senior management requirements including - organizational planning administration,
portfolio management auditing and reporting, and methodology t.
Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment
portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research,
analysis, and asset allocation studies Authored market and
portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer
service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner
Core Competencies Financial Planning • Compliance • Financial Management • Account Management • Strategic Planning • Team Leadership / Motivation • Client
Services • Program Development • Policies & Procedures • Market Trends Forecasting • Negotiation • Financial
Analysis • International Trade •
Portfolio Lending • Corporate Finance Business Development • Project & Credit Program Management • Research • Implementation
Program Manager / Product Development, Engineering IT (04/2005 — 02/2010) • Lead Engineering IT efforts focusing on customer satisfaction, business development, and effective resource management • Oversee Data Management Program comprised of Data Warehouse and Reporting Infrastructure and Data Mart Development • Lead and facilitate technical teams in gathering requirements and creating business cases for proper initiation of proposals • Develop and Conduct ROI and Cost / Benefit
analysis for the requests within the Engineering IT
portfolio • Design and implement Engineering IT department daily operations, policies, procedures, and direct staff workflow • Initiate projects, employee scheduling, project timelines, and budgets • Conduct management reviews, management program / project health reporting, and staff development initiatives • Create process for streamlining projects identification and prioritization within
portfolio and programs • Manage internal team status reporting and dashboard management • Lead change control board (CCB) and Failure Review Board (FRB) for effective & coordinate program operations • Serve as
Service Manager and Resource Manager for the program data management ensuring effective operations • Act as technical resource for Business Objects Reporting Infrastructure and Database administration • Design, develop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g Database.
Financial
Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
Services Specialist — Duties & Responsibilities Recruit, train, and direct customer
service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and
services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
services Develop and manage varied financial
portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client
service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk
analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial
services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial
service providers for client use • Perform full
service client
portfolio management including financial
analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer
service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer
service • Perform additional client
service functions including medical lab scheduling and other logistics as needed
Core Competencies
Portfolio Management • Strategic Planning • Client
Services • Financial
Analysis • Weekly, Regular, Ad - hoc Reporting • Application Implementation • Policies & Procedures • Process Improvement • Training • Negotiation • Business Intelligence (BI) • Business
Analysis • Team Leadership / Motivation