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Static vs. Dynamic Investment Policy: Matching Asset Management to Investor Risk Preferences

Posted by nanjogerst (www.schultzcollins.com) 31 days ago under dynamic wealth management dynamic wealth management zurich static vs-dynami

Many investment policies have guideline asset allocations that target a constant
proportional weighting between stocks and bonds during both bull and bear markets. A
“Constant Mix” asset management approach is defensible under a variety of commonly
held assumptions. Generally, a recommendation to “stay the course” during volatile
market conditions implicitly assumes that investors, will benefit from a Constant Mix
approach. Investors, however, are not a homogeneous group; and, for some, changes in
wealth may cause changes in risk tolerance. Wealth management, therefore, may require
dynamic changes in both asset allocation as well as other aspects of investment policy
such as rebalancing, distribution and monitoring & surveillance policies.
This article outlines several asset management approaches and discusses the importance
of aligning Investment Policy with investor risk preferences. If the investment policy
ignores this critical “calibration,” there is little hope that the investor will be able to
maintain the policy during recessionary periods. It presents a follow on simulation study
to illustrate the range of possible portfolio evolutions under various asset management
approaches. Finally, it focuses on how investment advisors can transition from static
(“blueprint” oriented) to dynamic (“systems engineering” oriented) investment policy b...

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DYNAMIC WEALTH MANAGEMENT, ASSET AND OTHER FINANCIAL ADVISORY

Posted by nanjogerst (dynamicwealth-management.com) 31 days ago under dynamic wealth management dynamic wealth management zurich dynamic wealth ma asset and other financial advisory

Starships, warp speed, transporters, phasers. Think Star Trek technology is only the stuff of fiction? Think again.

Dr. Peter Jansen, a PhD graduate of the Cognitive Science Laboratory at McMaster University in Hamilton, Ontario, Canada, has developed a scientific measurement device based on the tricorders used by Captain Kirk, Spock, Dr. McCoy and other space adventurers on the classic TV series that has spawned numerous spin-offs in more than 45 years.

“Star Trek inspired me to be a scientist” said Jansen, who has been formally working on his tricorder prototypes since 2007, but toying with the idea of making a functioning device since he was “a kid in high school.”

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The 29-year-old Jansen’s school days spanned the late 1990s when Star Trek: Voyager was on the air. It featured his favorite tricorder, a model with screens on top and bottom.

The first tricorder appeared on the original show’s initial episode in 1966, when Capt. Kirk swaggered toward audiences with his phaser weapon holstered to his side but a tricorder in his hand. The hand-held devices for data sensing, analysis and recording, have been a part of Star Trek ever since.

But if Jansen, a self-confessed “addicted maker” of things, is successful at developing, testing and bringing his instrument into the public, the tricorder may not be just the stuff of Star Trek prop rooms. It may be used f...

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Brightbridge Wealth Management Headlines Facebook executive takes heat in hearing on privacy

Posted by nanjogerst (everythingfacebook.net) 36 days ago under brightbridge wealth management brightbridge wealth management zurich brightbridge wealth management headlines facebook

Reporting from Washington-
A top senator, angry that Facebook Inc. failed to quit millions of preteens from making use of its social networking internet site, accused co-founder Mark Zuckerberg of lacking “social values” and becoming far more concerned with creating the firm than with children’s privacy.
“It really is my common feeling that folks who are 20, 21, 22 years old actually don’t have any social values at this point,” Senate Commerce Committee Chairman John D. Rockefeller IV (D-W.Va.) told one more top Facebook executive at a hearing Thursday.
“I feel he was focused on how the organization model would function,” Rockefeller stated about Zuckerberg, who was a 19-year-old Harvard student when he designed Facebook in 2004. “He wanted to make it bigger and faster and greater than anybody else ever had.”
The company’s policy calls for users to be at least 13, a move developed to steer clear of federal regulations for sites employed by young children. But a current Consumer Reports survey identified that about 7.5 million active Facebook users were younger than 13.
Rockefeller’s comments came as a Facebook executive for the initial time came below congressional quizzing in a current round of hearings about concerns that technologies businesses are not protecting individual privacy. Executives from Apple Inc. and Google Inc., which sent witnesses to a hearing last week, also appeared at Thursday’s hearing before a Com...

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Brightbridge Wealth Management Headlines: EFETnet and DTCC Selected by Industry to Develop Commod

Posted by nanjogerst (digg.com) 36 days ago under brightbridge wealth management brightbridge wealth management zurich brightbridge wealth management headlines-efetnet

Brightbridge is a world-wide private equity firm with the resources and expertise to source, evaluate, and manage private investments globally in both developed and developing markets and across many industrial and commercial sectors.Brightbridge is manager of -- or principal advisor to -- private equity funds covering Asia, Latin America, Europe, Africa, and the Islamic countries that span the globe from North Africa through the Middle East and into Asia. These funds represent aggregate

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brightbridge wealth management zurich, Brightbridge Wealth Management Headlines: Facebook Executive Takes Heat In Heari

Posted by nanjogerst (www.articlesnatch.com) 74 days ago under

Reporting from Washington
A leading senator, angry that Facebook Inc. failed to stop millions of preteens from using its social networking site, accused co-founder Mark Zuckerberg of lacking social values and being more concerned with building the company than with childrens privacy.
Its my general feeling that people who are 20, 21, 22 years old really dont have any social values at this point, Senate Commerce Committee Chairman John D. Rockefeller IV (D-W.Va.) told another top Facebook executive at a hearing Thursday.
I think he was focused on how the business model would work, Rockefeller said about Zuckerberg, who was a 19-year-old Harvard student when he created Facebook in 2004. He wanted to make it bigger and faster and better than anybody else ever had.
The companys policy requires users to be at least 13, a move designed to avoid federal regulations for websites used by young children. But a recent Consumer Reports survey found that about 7.5 million active Facebook users were younger than 13.
Rockefellers comments came as a Facebook executive for the first time came under congressional quizzing in a recent round of hearings about concerns that technology companies are not protecting personal privacy. Executives from Apple Inc. and Google Inc., which sent witnesses to a hearing last week, also appeared at Thursdays hearing before a Commerce subcommittee.
Rockefeller, a key player on technology issues, and other lawmakers are consid...

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brightbridge wealth management zurich, Brightbridge Wealth Management Financial and Investment Advice, Current headlines

Posted by nanjogerst (brightbridgewealthmanagement-advice.com) 74 days ago under brightbridge wealth management brightbridge wealth management zurich brightbridge wealth management financial and inves current headlines

LONDON — NYSE Euronext (NYX.N) posted quarterly operating profit at the top end of expectations with a 13 per cent rise helped by strong information and technology services, an area the US group is now looking to as a growth driver.
The New York exchange, whose $7.4 billion takeover by German peer Deutsche Boerse was scuppered last week, said yesterday fourth-quarter operating income rose to $212 million. “We have only become stronger as a company during this time, as evidenced by the double-digit growth in earnings we recorded in 2011 and our strengthened balance sheet,” chief executive Duncan Niederauer said.
Fourth-quarter revenue rose 2 per cent to $628 million, in line with a forecast for $626.6 million, while net income, adjusted for merger costs, was $128 million, versus a $126.3 million forecast.
The results came a week after European Union anti-trust authorities forced Deutsche Boerse to abandon its planned takeover of NYSE.
Information and technology services, which Niederauer said last week the company would look to for opportunities to grow, saw a bigger boost than NYSE’s more traditional businesses, with revenue up 11 per cent.
NYSE responded to the collapse of the Deutsche Boerse deal by saying it will return $550 million to shareholders through a share repurchase programme and seek to grow its derivatives business.
The group will provide details of a two-year plan to drive higher earnings per share at an investor day ...

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Brightbridge Wealth Management and Financial Planning Updated News Articles

Posted by nanjogerst (articles.brightbridge-wealthmanagement.com) 80 days ago under brightbridge wealth management brightbridge wealth management zurich brightbridge wealth management and financial plann

MADRID — Spain’s new conservative government approved sweeping labor market reforms Friday as part of a drive to revive a sick economy and solve Europe’s worst unemployment nightmare — a jobless rate of nearly 23 percent. The plan is designed to encourage companies to hire more people by cutting government-mandated severance packages and offering tax breaks for taking on young people. But the fast-track approval of the measures generated violent clashes between riot police and protesters who say they will be stripped of cherished worker benefits. More than 500 held a peaceful rally in Madrid’s central Puerta de Sol plaza late Friday, but it turned violent after some tried to march toward parliament and were blocked by police. Scuffles broke out, with officers using batons on demonstrators. At least eight protesters were detained and several officers sustained minor injuries, Spanish media reported. Before the mayhem, protester Cristina Fernandez waved a placard saying “Every cut mutilates my rights” and said the labor reforms won’t achieve the government’s goals. “To reduce unemployment, you need to create jobs, not simplify firing,” said Fernandez, a 52-year-old business consultant. Spain is eager to restore investor confidence, satisfy the European Union and other international institutions by seeking major structural reforms in order to cut its deficit and ward off fears that it could follow Greece, Ireland and Portugal in seeking a bailout. Under the...

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Brightbridge Wealth Management Headlines: Swiss Re reclaims prized S&P credit rating

Posted by nanjogerst (www.zimbio.com) 196 days ago under brightbridge wealth management brightbridge wealth management zurich

Reuters) – Swiss Re (SRENH.VX) has regained a prized credit rating lost during the financial crisis, a key step toward the reinsurer’s goal of expanding its business.

Standard & Poor’s on Friday raised its rating on Swiss Re to AA- with a stable outlook from A+, citing the company’s strong capital base.

“The impact should be positive, allowing Swiss Re to deploy more of its capital into reinsurance underwriting and also apply a somewhat more flexible investment strategy,” analysts at Vontobel said.

Swiss Re lost its double A rating in 2009 after risky investments put its capital base in jeopardy, forcing it to take an emergency 3 billion Swiss franc ($3.48 billion) loan from U.S. billionaire Warren Buffett.

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Brightbridge Wealth Management Headlines: GATC Biotech and ETH Zurich to Establish Method for Food Quality Assurance

Posted by nanjogerst (brightbridgewealthmanagement-facts.com) 202 days ago under brightbridge wealth management brightbridge wealth management zurich

GATC Biotech, in collaboration with the Institute of Food, Nutrition and Health at the Swiss Federal Institute of Technology Zurich (ETH Zurich), is developing a cost efficient method for taxonomic characterization of microbial communities present in food.

This industry related application, which is realised at GATC Biotech in Konstanz, aims to explore the causes for spoilage of cheese during industrial production and analyzes the complexity in bacterial populations, providing general understanding about spoilage of biological goods.

GATC Biotech will establish new methods for quality assurance that will provide valuable information concerning food safety quality control, optimization of production yields as well as food production processes. This quality assurance method will be applicable to many other industrial feed or food production fields, e.g. in fisheries, butcheries, breweries, or wherever production is based on directed formation of complex microbial ecological systems in goods.

“The project will be performed by multiplatform sequencing, using all leading sequencing technologies, including our latest acquisition, the PacBio RS from Pacific Biosciences”, explains Dr. Kerstin Stangier, Director Business Development at GATC Biotech. “With this new third generation sequencing technology, DNA and RNA of a consortium of microbial population can be sequenced at a time – including epigenome sequencing and charac...

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Brightbridge Wealth Management Headlines: Google cuts deal for Dealmap

Posted by nanjogerst (brightbridgewealthmanagement-facts.com) 202 days ago under brightbridge wealth management brightbridge wealth management zurich

Can I get a discount for some Groupon envy treatment?

Google has acquired Dealmap, a California-based startup that will fuel Mountain View’s efforts to mimic Groupon.

Launched in May 2010, Dealmap aggregates “daily deals” from hundreds of sources, and according to the company, its various services are now used by over 2 million people.

“We are impressed with what The Dealmap team has accomplished and excited to welcome them to Google,” Google said in a statement shared with various news outlets. “We’ve been thrilled with the early success of our commerce offerings, and we think they can help us build even better products and services for consumers and merchants.”

Terms of the deal were not disclosed.

Google recently rolled out its own daily deals service, Google Offers, after apparently failing in a bid to purchase Groupon, the poster child of the online daily deals services. Google Offers was first launched in Portland, and it has since expanded to New York and San Francisco. Presumably, Dealmap will be rolled into the Offers effort.

“We believe Google provides the ideal platform to help us accelerate our growth and fulfill our mission,” Dealmap said in a blog post. “We’re passionate about helping people save money while having great local experiences, and in Google we’ve found the perfect partner that shares this passion, as well as our vision and strategy. We believe tha...

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