Other than having a database of
historic asset returns, an automatic way to download online investment account data into the asset allocation program (to self - input the current portfolio), making trades, and a having a built - in portfolio optimizer, this investment software does everything, and more, compared to other vendors.
Other than having a database of
historic asset returns, an automatic way to download online investment account data into the program (to self - input the current portfolio), talking to CRM software, making trades, and a having a built - in portfolio optimizer; this investment software does everything, and more, compared to other vendors.
Not exact matches
«Buying a company below its
historic average or intrinsic value (as that is how low quality businesses will often be valued when they are close to the nadir of their capital cycle) is a good starting point for any investment and has a track record of producing excess long - term
returns» Marathon
Asset Management
Before investing, check the
historic performance of the mutual fund scheme, the
asset manager's investment decisions, fund
returns and so on.