Registration Consultant's Toolbox   Professional Development Process and Technology Practice Management Investment Products Fast-Breaking Innovations      (Current Issue) Past Issues of Senior Consultant Senior Consultant, 2003 Senior Consultant, 2002 The Society of Fiduciary Advisors Fiduciary Investment      Standards Initiative (FISI) FISI Nomination How to Add Value The Advice Imperative The Process of Adding Value The Technology of Adding Value How to Manage Your Practice Leveraging Through a      Division of Labor Leveraging Through Technology Defining Your Value Proposition Creating Transferable Value in      Your Practice How to Grow Your Practice Sales and Marketing Market Segments The Best and the Brightest Profiles The Society of Senior      Consultants The Society Membership Nomination Questionnaire Standards Initiative Industry Benchmarking Studies Professional Development Development Menu Access Methodology Firms on the Leading Edge The Next Generation Thesis Investment Products Innovations Developments Asset Management Commentaries Performance Analyses Firms About Us Our Mission Our People An Invitation Our Beginnings Return Home		Technology Blueprint Four Categories of Technology I.   Database Manager/Warehouse: Oracle Relational Management Database System   A.  Investment Policy     1.  Portfolio management parameters: Klein Decisions     2.  Documentation: MyInvestmentPolicy.com   B.  Research Model     1.  Data       a.  Managed accounts: Mobius, Prima Capital, Green Rock       b.  Mutual Funds: Morningstar       c.  Individual Securities: Compustat, Media General, Northfield, Knobias     2.  Economic Forecast/Research: Bank Credit Analyst, Economic Analysis Associates, QInsight     3.  Account Aggregation: Investment ScoreCard, By All Accounts, Yodlee     4.  Factor Analysis/Performance Attribution: StokTrib, Zepher, Quantal, Vestec, Northfield     5.  Analytical Tool (Post-Modern Portfolio Theory)       a.  Portfolio Surveillance: Bullrun Financial, Knobias       b.  Risk Measurement: Risk Metrics, Barra       c.  Monte Carlo Simulation: Financeware       d.  Performance Measurement: Sortino       e.  credit: Credit Trends       f.  Alpha: Northfield, Quantal       g.  Northfield, Quantal       h.  Other Historic Ratio Analysis: Knobias, Northfield, Quantal, Yahoo Finance     6.  Strategic Asset Allocation: Ibbotson, Pegasus     7.  Investment Methodology/Post-Modern Portfolio Theory Tactical Asset Allocation: RowPyn (Rowe), Dynamic Asset Allocation (Oberuc), Quantitative Advantage (Fox)   C.  Cleint Relationship Management – Communication Compliance: ACT, Broker's Ally, SPC II.   Portfolio Management Engine – Web-Based   A.  Sub-Accounting: IDS, Eagle, CheckFree     1.  Tax lot accounting     2.  Multi-currency     3.  Domestic and international securities: equities and fixed income   B.  Trade and Order Routing: IDS, Eagle, CheckFree     1.  Gating Technology – Rules-Based       a.  Without Overlay Management: Upstream       b.  With Overlay Management: Placemark, Parametric, Tamarac     2.  Execution Cost Measurement Model: Abel Noser, Upstream   C.  Trade Execution and Settlement: Any major brokerage firm   D.  Performance: IDS, Eagle     1.  Sortino U-P Ratio     2.  Attribution analysis: StokTrib, Zepher, Bullrun Financial     3.  Risk: Risk Metrics, Quantal, Barra     4.  Monte Carlo simulation: Financeware   E.  Reporting: IDS, Eagle     1.  AIMR-compliant reporting: Investment ScoreCard III.   Custody, Trade Execution, Clearing and Reporting IV.   Fiduciary Responsibility – Compliance <<< Previous Page <<< Return to the Top >>> Next Page  >>> If you should have any problems with this page, please e-mail us at Support@SrConsultant.com. Your satisfaction is of utmost importance to us! ©2004 Senior Consultant, 1457 Crystal Springs Lane, Richmond, Virginia 23231, Phone: (804) 643-1075, Fax: (804) 643-1544.