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Easy Hardware & Software Inventory, Discovery & Management. View Demo!
www.KACE.com/AssetManagement
Contact Fisher Investments For Wealth Management Services.
www.FisherInvestments.com
Learn about asset allocation strategies for wealthy individuals.
PrivateWealth.Mellon.com
Manage IT & non-IT assets. Usual or with Integrated Helpdesk. Try Now!
www.AssetExplorer.com
Staff the right people on the right projects by skills, availability.
www.ProjectorPSA.com
Brokerage Securities Day Trading Financial Consultants Investments
www.olympiaassetmanagement.com
Read the Forrester Report on the Customer Relationship IT Gap.
Microsoft.com/PeopleReadyBusiness
Refers to cataloguing, storage, use (re)use, and export digital assets
www.capitalid.com/Asset+Management
A place for traders and investors to cooperate and share ideas, exchange research and locate tools and resources for each other.
11wall.com
Global Investment Performance Standards: minimum worldwide standard for the calculation and presentation of investment performance. Performance Presentation Standards: reporting guidelines, primarily used by North American investment professiona...
www.aimr.com
Measures buyer participation based upon the data of customers who use Ameritrade Inc's online brokerage services and lists the top stocks bought and sold each day.
www.ameritradeindex.com
Provider of asset management intrinsic and performance ratings, as well as the methodology used.
www.amratings.com
Fixed asset inventory and reconciliation services from AMR deliver tax savings and cost segregation benefits. Contact us today.
www.AssetManagementResources.com
A source for Global Depository Receipts, intelligence and investor information.
www.bankofny.com
Best Money Manager of Today? You be the judge!
bestmoneymanagertoday.com
Internet provider of live market analysis, in-depth coverage and live US bond market commentary. Economic and political commentary, and market quotes provided as well as economic forecasting. Fee-based service.
www.briefing.com
Members receive stock recommendations, stock and market-related news, a newsletter before the markets open and a stock tip message board shared with other investors.
www.bulltrade.com
Free service offering access to annual reports in a single format, from companies in Asia, Europe and the US.
www.carol.co.uk
Published by an MIT-educated chip industry veteran; only Internet publication focused solely on analyzing semiconductor stocks.
www.chipinvestor.com
Provider of on-line financial advisory services. The company's investment web site provides investors with stock market analysis through its integration of price action graphs, daily computer-generated and community recommended stock ideas and ...
www.clearstation.com
Vendor of summary world financial market data; historical coverage includes all commodity markets gathered from futures exchanges traded worldwide.
www.csidata.com
A brief summary of the various domestic and foreign asset protection techniques.
www.cyberhaven.com
Features on this site include: calendars, earnings, market commentaries, indices information, mutual funds and technology stocks section.
www.dailystocks.com
A global information services organization serving investment, corporate and government markets worldwide headquartered in Massachusetts. Divisions: Financial Information, Financial Analytics and Decision Information.
www.datastream.com
Site dedicated to furthering career development, leadership and business opportunities for professional women.
www.db.com
Derivation of the efficient frontier and analysis of risk aversion by Campbell Harvey of Duke University.
www.duke.edu
A quantitative method of evaluating investment manager performance.
www.duke.edu
Users can view graphs for stocks by symbol, industry group, lists of top & bottom performing stocks, and investor bulletin board.
www.equitytrader.com
Estate planning and living trust information for consumers and professionals.
www.erfs.net
New York based advisory service furnishing clients with forecasts and analysis of global economic developments and their likely effect on major financial markets.
www.estrats.com
Offers news and market analysis and a discussion forum for financial planners worldwide.
www.financial-planning.com
Comprehensive resources for the individual investor: charts, educational resources, research, mutual funds and special offers.
www.financials.com
Inflation prediction site and charts that present the best explanation of current events possible.
www.fintrend.com
Shares a visually-dramatic approach to stock analysis and publishes "Technical Analysis of Stocks & Commodities."
www.floatanalysis.com
Provider of live commentary on factors impacting currencies and long-term analysis on what will shape the market in the months ahead.
www.fxa.com
Current and historical data: stock markets from 1690, exchange rates from 1590, interest rates from 1700, commodities from 1500 and inflation from 1264.
www.globalfindata.com
Website contains articles about investing and money, recommended reading, audio daily business reports and a mutual fund center.
www.greenjungle.com
Individual investors, brokerages and vendors can subscribe to this online portfolio management system and obtain email, pager and/or PC updates and close of day/historical quotes.
www.hotportfolios.com
Works with software vendors to create interfaces to offer enterprise-wide data solutions that enable institutional investors to manage their business.
www.hubdata.com
Formerly IBC Financial Data, source for current and historical money market mutual fund data, business-to-business publications, and money fund-tracking software.
www.ibcdata.com
national not-for-profit organization that exclusively represents the interests of federally registered investment adviser firms.
www.icaa.org
Issues in mutual fund federal and state legislation and regulation.
www.ici.org
On this page, you will find the Institute's most recent monthly and weekly statistical series, covering long-term and short-term mutual funds.
www.ici.org
This page displays monthly trends in mutual fund investing.
www.ici.org
Primary source for statistical data on mutual funds, closed-end funds, and unit investment trusts. Historical data is available.
www.ici.org
Provides securities information on equities, fixed income securities, options, warrants, commodities, futures, and indices for worldwide customers in the banking, brokerage, insurance, money management, and mutual fund industries.
www.interactivedatacorp.com
Presents research describing "How the U.S. Stock Market Works," current economic condition reports and Federal Reserve statistics.
www.inv.com
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www.InvestBrite.com
Providing investment and derivative training including audit training courses.
www.investci.com
Research tool to help individuals make educated investment decisions.
www.investhelp.com
An Internet site dedicated to serving all segments of the institutional investment community by providing online content, community and a marketplace for institutional investors.
www.investorforce.com
Australian independent investment guide: fund information, commentaries, market reports, "pick of the day," and an investor school.
www.investorweb.com.au
World Bank Group's IPAnet strives to facilitate foreign direct investment in emerging markets by providing databases and directories of investment leads.
www.ipanet.net
Users can view and modify technical parameters and save multiple chart templates. Portfolios can include number of shares owned, transaction prices, and commission costs.
www.iqchart.com
Provider of news, quotes and analysis of stock markets and individual stocks. Also provides a portfolio optimization tool based on modern portfolio theory.
www.kickassets.com
Stock quotes, mutual fund rankings, detailed business information, business news, portfolio tracker, interactive calculators, forums and chat.
www.kiplinger.com
Objective analysis of Latin American economies: economic data, economic summary, political developments, links to government, economy and finance and statistics.
www.latin-focus.com
Macroeconomic and political issues are covered as well as those involving specific industries. Advisory services analyze local business opportunities and provide corporate finance activities.
www.latinsource.com
Supplier of mutual fund information, analytical tools and commentary to asset managers, fund companies, financial intermediaries, traditional media, web sites and individual investors.
www.lipperweb.com
Specializes in macroeconomic modeling, forecasting, and policy analysis. Issues reports on the economic outlook and sponsors quarterly outlook meetings.
www.macroadvisers.com
Tracks, ranks and analyzes the performance of private money managers. Site displays interview library, rankings and manager reports.
www.managerreview.com
Offers professional charting tools, market watch, stock screening and the HedgeHog Competition, a popular stock market competition.
www.marketplayer.com
Track, analyze, and compare more than 10,000 mutual funds and request mutual fund information and prospectuses via e-mail.
www.marketrap.com
Application service provider to the risk management industry. Provides interactive risk analysis based on industry-standard methodologies and reporting capabilities for the investment community.
www.measurisk.com
Designed to serve as a resource for investors who want to use mutual funds to reach their financial goals; site provides lists of mutual fund companies, fund listings, exclusive planning, tracking and monitoring tools and market commentaries.
www.mfea.com
Fund data. Monitors thousands of funds across the globe on a daily, weekly and monthly basis within the investment industry.
www.micropal.com
Comprehensive technical research covering the Forex, (foreign currency exchange), stocks and futures (commodities) markets.
www.moneyteq.com
Clients receive reports on world economy and investment strategy which explain the implications of the company's analysis of bonds, equities and exchange rates.
www.msiglobal.com
Search engine site exclusive to the mutual fund and related investment industry providing a multiple resource base to access financial services information.
www.mutualfundsnet.com
Gives stocks for day trading; stock trading in a live forum. Day and evning market analysis available.
www.nasdinfo.com
Highlights some of the world's top investment managers, brief listings of investment management firms world wide, publishes managers rankings and employment opportunities.
www.nelnet.com
National registration and compliance consulting firm, providing products and services to over 6,000 clients in 6 countries.
www.nrs-inc.com
O&A Capital at Risk provides guidance in measuring capital at risk through volatility forecasts, expected maximum adverse price movements and correlations of returns. Utilizes the state-of-the-art HARCH process developed by Olsen & Associates an...
www.olsen.ch
Leading Wall Street analysts and money managers contribute to this investment advisory and market/stock tracking site. Users have several options to search for advice: by stock, by sector, by fund, analyst and/or subject.
www.ozsoft.com
PI supplies an international client base of investment banks, corporate stockbrokers, lawyers, accountants and other corporate advisers. Access to the data is provided using ISDN or leased communication links to information centres and to compan...
www.perfectinfo.com
Offers action-oriented stock recommendations, along with analysis and opinions on industries, the economy, financial markets, individual companies and mutual funds.
www.pirs.com
Members can obtain strategies that come from actual investments made by the company's professional investors.
www.portfolioinsurance.com
Domestic and foreign, mutual fund, stock, index, commodity, derivative, and currency, price pattern projections.
www.pricepatternprediction.com
Software applications and financial market information to help online investors make trading decisions. This site hosts easy-to-use interactive financial charts and offers both free and subscription-based services, as well as historical financi...
www.prophetfinance.com
Internet-based software product to help both institutional and private client investors in fundamental analysis. Compute the Intrinsic Business Value (IBV) for close to 2000 companies and provides investors with both short-term and long-term cha...
www.qsaonline.com
Online financial community which offers: free realtime stock quotes, IPO data, charts, community center to find out what other Raging Bull members are buying/selling, message boards and investment commentaries.
www.ragingbull.altavista.com
Distributes historical databases in developed and emerging financial markets; offers advanced and customized tools for performance measurement, risk analysis, backtesting of strategies, and data mining.
www.rimes.com
Responsible for the creation and support of benchmark risk management products; distributes risk management research, data, software, and education.
www.riskmetrics.com
Investment research and financial communications firm which seeks out undervalued "special situations" among small-cap stocks that should outperform the overall small-cap market over a 12-18 month time horizon.
www.rjfalkner.com
Online resources for stock and options traders. Provides research, education, recommendations, and information for stock and options traders. Includes market commentaries, stock and option quotes, online services and newsletters.
www.schaeffersresearch.com
Mutual Funds Activity Reports based on time parameters set by user; database goes back to January 1994.
www.sec.gov
Provider of news, company and financial data direct from emerging markets to thousands of emerging markets specialists around the world.
www.securities.com
Registered users receive systematic daily trading signals on the S&P 500 Stock Index which are the product of research and trading experience.
www.sptrading.com
Capital markets, fund services, investment services, research and rating services.
www.standardpoor.com
Supplies financial information and transaction processing services to Canada's investment community.
www.stardata.com
Provider of online stock information. Services are provided to multiple industries. This company was capitalized by private investment.
www.stockpoint.com
Market game/simulation to practice investment strategies, test theories, practice day trading, learn about the various markets, and compete against others.
www.stocktrak.com
Offers real-time and historic quotes, charts, research and news.
www.taquote.com
Publishers and distributors of value-added reports and charts. Maintains daily-updating inventories of content focusing on the foreign exchange, interest rate, commodity and index markets.
www.thefinancials.com
Provides free, daily updated prices, performance, charts and detailed background information on all UK unit trusts and all UK investment trusts.
www.trustnet.co.uk
Extensive hedge fund information is maintained in data banks which contain information on thousands of hedge funds. Site also displays definitions for users.
www.vanhedge.com
Financial portal offering real-time information on equities, futures and bonds. Additional information including stock quotes, research, and day trading information.
www.wallstreettape.com
Provides securities research, advisory and trading services to pension and mutual funds, banks, insurance companies, corporations and government organizations.
www.williamoneil.com
Among the first to produce and distribute investment management tools for tasks such as, optimizing portfolios, developing dedicated and immunized portfolios and measuring performance.
www.wilshire.com
Thousands of resources and links to help professional and private investors perform fundamental research on actively traded companies and locate news that moves markets.
www.wsrn.com
Equity research product that integrates databases containing price, estimate and fundamental data for more than 6,500 companies.
zrs.zacks.com
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Easy Hardware & Software Inventory, Discovery & Management. View Demo!
www.KACE.com/AssetManagement
Contact Fisher Investments For Wealth Management Services.
www.FisherInvestments.com
Learn about asset allocation strategies for wealthy individuals.
PrivateWealth.Mellon.com
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Guide to Asset Management Information Resources
Find the asset management information resources for your investing needsFinding the right asset management firm can be tricky, though, so knowing what asset management information is available on existing firms can help you make a decision as to who you plan to have help you with your investing future.
To make the most of asset management information resources:
1. Begin your look at asset management information resources by checking out the latest industry news that comes over daily.
2. Delve deeper into asset management industry resources by signing up for one of the many magazines or newsletters.
3. Follow that up with conversations with professionals to round out your asset management industry resource search. Seek out ones that share your investing future vision.
Action Steps
The best contacts and resources to help you get it done
Find helpful asset management research tools
Locate an asset management industry resource that sells tools and advice to help your business finances. Some companies have free tools available online.
I recommend:
Purchase podcasts and webcasts from CFA Institute's Asset Management Conference. Asset Management Resources provides a free Sarbanes Oxley Risk calculator to make sure your business complies with the Sarbanes Oxley Act regarding financial asset management.
Sign up for asset management reference publications
Continue your asset management research through one of the many industry magazines or newsletters. Use these publications to keep up on the latest industry trends and information.
I recommend:
Subscribe to the Institutional Investor magazine for the latest reference materials for asset management. Download the latest copy of Investment Intelligence Newsletter from Branch Banking and Trust Company.
Work with professionals of asset management research
Work with a professional asset management team to secure asset management information for yourself or your business. Let them help you make the critical decisions for your portfolio and your funds.
I recommend:
J.P. Morgan Asset Management is a leading asset manager for individuals, institutions as well as financial intermediaries. Goldman Sachs is a popular asset management reference. Legg Mason offers institutional strategies and asset management reference materials.
Tips & Tactics
Helpful advice for making the most of this Guide- Unless you are a licensed professional, it is wise to enlist the help of a qualified business to help you with your asset management information and investing. They are knowledgeable as to the ins and outs of the industry and can help you manage large sums of money with ease.
Fixed asset inventory and reconciliation services from AMR deliver tax savings and cost segregation benefits. Contact us today.
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