INVESTMENT MONITORING RISK MANAGEMENT

Brand Owner (click to sort) Address Description
BETA RIDING Manning & Napier Advisors, Inc. One Chase Square, 11th Floor Rochester NY 14604 investment monitoring and risk management services;BETA;
BETA SLIDING Manning & Napier Advisors, Inc. One Chase Square, 11th Floor Rochester NY 14604 investment monitoring and risk management services;BETTER SLIDING;BETA;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.