Following is a list of available reports arranged in alphabetic order by authoring company. You may browse the entire list, find a specific company by clicking on the first letter of its name, or choose a company from the drop-down menu.
Report Summary:
Credit derivatives are the most rapidly growing part of the global securities market with assets now estimated at over $12 trillion. This means that this market will have an impact on investors, whether they are aware of it or not. Considering the increasing size of the asset class, the involvement of the world’s key financial institutions, and the far-ranging consequences of what happens here, credit derivatives are something that every savvy investor should know about.
Aladdin Capital Management LLC was founded in November 1999. Located in Stamford, CT., Aladdin focuses primarily on nontraditional fixed-income investment management with an emphasis on structured credit products. As of November 2005, Aladdin has approximately $8 billion in assets under management.
Report Summary:
Modern Portfolio Theory tells us that holding a well-diversified ‘basket’ of investments is one of the best ways for investors to reduce risk for a given level of performance. This report takes a brief look at the risks and benefits of the incorporation of alternative investments, including hedge funds and managed futures, into an investor’s traditional portfolio as an aid to portfolio diversification.
Altegris Investments, Inc. is a La Jolla, California based firm exclusively dedicated to finding unique alternative investments, including hedge funds and managed futures, to help high net worth investors and institutions diversify their portfolios.
Report Summary:
Investors, as well as their financial advisors, should become more knowledgeable about index risk exposure. Developing a better understanding of index risk is an essential step in properly evaluating performance and determining appropriate asset allocation and portfolio structure.
AMCORE Investment Group, a subsidiary of AMCORE Financial, Inc., is headquartered in Northern Illinois and has $4.4 billion in assets under administration.
Report Summary:
Often trustees don’t understand the fiduciary liability and responsibility that they have assumed as it relates to the life insurance policies inside of a revocable or irrevocable life insurance trust. A key asset often owned by trusts is trust owned life insurance (TOLI). Trust owned life insurance is often central to your plans. Through trust owned life insurance (TOLI) you can provide for survivors, cover estate tax liability planning, balance inheritances, and meet charitable objectives.
Amsterdam Financial LLC is an independent financial services organization that provides customized and wide-ranging investment strategies, insurance instruments, estate planning and funding to individuals, families and corporations that wish to advance and preserve their assets.
Report Summary:
This report covers the thought process in building a balanced portfolio comprised of equities and bonds, including time horizon, security selection and ongoing management process.
Analytic Asset Management is a large and medium cap manager and seeks to invest in a diversified balance of growth and value stocks, REITS, and fixed income securities.
Report Summary:
Clients often come to us with a common dilemma. They have been advised to contribute large amounts of funds into Qualified Retirement Accounts such as IRA’s and 401(k)’s as well as Non-Qualified Annuities during their working years. As they are nearing their retirement, many are concerned about the huge tax bill they have created for themselves.
Report Summary:
One of the most difficult tasks currently facing investors, including professional money managers, is to make reasonably accurate estimates of changes in the short-term performance of the U.S. Economy. In recent years, investors have experienced depressed corporate earnings, a disastrous decline in the value of stocks, a mild and short-lived recession, and a slowly developing economic recovery that began in late 2002. Is the U.S. headed for an economic recovery?
Austin Calvert & Flavin is a San Antonio, Texas based investment advisory firm registered with the SEC found in 1981. Since August of 1999, Austin Calvert & Flavin is wholly owned by Waddell & Reed Investment Management Company, an indirect subsidiary of Waddell & Reed Financial, Inc (NYSE: WDR).
Report Summary:
This report focuses on the growing popularity of morally responsible investing. The piece includes a definition, brief history and description of morally responsible investing in today’s world and communicates the distinguishing characteristics of Ave Maria Mutual Funds – the nation’s largest and fastest growing Catholic fund family.
Ave Maria Mutual funds is the nation’s largest and fastest growing Catholic mutual fund family and offers investors three morally responsible mutual funds, each with distinct investment objectives.
