For investors in mutual funds, it’s likely that you’d want to keep a track of returns on investments, asset allocation, commission, and likewise. While an excel sheet may be a go-to method of analyzing the stocks, your tasks become much easier with a few wealth management software tools that’ll keep your worries at bay. You can filter out the best portfolio management software that suits your selection of price and attributes. If you are confused, take a look at Commerce Trust Company to help you sort out what you will need in your specific situation. The 6 Wealth Management Tools you will Love The following are 6 wealth management software tools, starting off with free offerings to those that require an ongoing fee. 1. Personal Capital Personal Capital is available to you free of cost. The wonderful part is that it operates both on mobile and desktops and has tons of features. No sooner do you set up this software than your mobile and desktop accounts are … [Read more...] about The Wealth Management Software Tools You Need
Investment management report
DUBLIN--(BUSINESS WIRE)--May 18, 2018--The "Drone Investment Trends 2018" report has been added to ResearchAndMarkets.com's offering.This 45-page report highlights detailed insights into today's trends in investments in the drone industry. The report analyzes the history of investments in the drone sector and provides numbers-based trends for the future of investments. Next to a broad wrap-up, you receive detailed profiles of drone companies (9) and investor companies (9).InvestorsParrotAndreessen HorowitzY CombinatorLUX CapitalQualcomm VenturesIntel CapitalAccel PartnersGVTechstarsCompaniesLilium3DRAiroboticsSkydioKesprySky FuturesPrecisionHawkAirmapAirwareKey Topics Covered:1. Overall Deals and ActivitiesDeal Value Over the Years 2006 to 2017Deal Value by Quarter 2014-2017All Deals by Types of 2014-2017Comparison All Deals by Number and Country 2015-2017All deals by UAV Cluster 2014-2017Top 20 All-time Investments2. Deals by Company StagesStart-up and Seed StageDistribution of … [Read more...] about Drone Investment Trends Report 2018
WHIPPANY, N.J.--(BUSINESS WIRE)--May 1, 2018--Ridesharing services, autonomous cars and electric vehicle technology could create a host of new opportunities for commercial real estate investors over the next decade, according to a new report from MetLife Investment Management, MetLife, Inc.’s (NYSE: MET) institutional asset management platform.The report, “ On the Road Again: How Advances in Transportation Are Shaping the Future of Real Estate ”, explores the evolution of transportation technology and how it affects where we choose to live, work and play. The paper identifies near-term investment opportunities including off-transit apartments and the redevelopment of existing parking lots, in addition to discussing how long-term trends may drive a resurgence in urban retail and a revitalization of the suburbs.Implications for commercial real estateOff-transit properties The research suggests that the design and location of future commercial real estate projects will … [Read more...] about MetLife Investment Management: Advances in Transportation Technology to Shape Where We Live, Work – and Invest
NEW YORK--(BUSINESS WIRE)--Apr 25, 2018--Intellectus Partners today announced that the firm has expanded its investment team with Trevor Mottl joining Intellectus Partners as Head of Portfolio Structure, Risk & Alternative data.Mr. Mottl will lead portfolio optimization strategies, derivatives, risk management, cryptocurrencies and private investments for Intellectus. He will be based in the firm’s San Francisco headquarters and will join the firm's Investment Committee. He will report to the CEO of Intellectus, David J. La Placa.“I am very excited to welcome Trevor Mottl to Intellectus Partners. This is an excellent example of how our unique strategy, philosophy and dynamic growth continues to attract the brightest minds in finance. Adding an executive with the talent and experience of Trevor not only points to our investment bench strength, but more importantly our commitment to being the best advisory firm in Silicon Valley. ” said Mr. … [Read more...] about Silicon Valley-based Independent Wealth & Investment Management Firm, Intellectus Partners, Expands its Investment Team with Addition of Trevor Mottl, Head of Portfolio Structure, Risk & Alternative Data
At Quark our clients include innovative leaders in investment research, the majority of which are sell-side producers of research. To best serve these clients we stay active in several forums and standards groups that are watching and responding to the impacts of the new regulations. This activity, plus ongoing conversations with our clients, gives us unique insight on the impact of MiFID II in investment research marketplace. One of the most important topics on the minds of those in the industry: How is MiFID II impacting research budgets?At this time we know that institutional investment firms are struggling with defining research budgets because:1) They don't know how research is going to be packaged and priced. Most research producers are providing some basic pricing information in large packages, but the entire marketplace is just now being developed – so no one currently knows what the pricing and packaging will be in 1-2 years from now as the participants settle into this … [Read more...] about How is MiFID II impacting investment research budgets?