PORTFOLIO MANAGEMENT

Brand Owner (click to sort) Address Description
ADVISOR 123 Advisor 123 2025 East Beltline Ave SE Suite 402 Grand Rapids MI 49546 Portfolio management, investment research, financial planning, client communications such as blogs/newsletters, consulting services, practice management;ADVISOR ONE TWO THREE; ADVISOR ONE HUNDRED TWENTY THREE;
BLUEBERRY AVIATION BLUEBERRY AVIATION S.A.M 7, rue du Gabian MC-98000 Monaco Monaco Portfolio management, namely, aircraft brokerage; financial analyses; aircraft brokerage services; assistance to aircraft financing, namely, facilitating and arranging for the financing of aircrafts for third parties;Retail or wholesale services for airplanes and helicopters, namely, providing retail and wholesale ordering services in the field of aircrafts and second hand aircrafts;Helicopters; aircraft; commercial, business and private airplanes; spare parts for aircraft, namely, structural parts for aircraft;AVIATION;
BLUEBERRY AVIATION S.A.M. AVINCO 7, rue du Gabian MC-98000 Monaco Monaco Portfolio management, namely, aircraft brokerage; financial analyses; aircraft brokerage services; assistance to aircraft financing, namely, facilitating and arranging for the financing of aircrafts for third parties;Retail or wholesale services for airplanes and helicopters, namely, providing retail and wholesale ordering services in the field of aircrafts and second hand aircrafts;Helicopters; aircraft; commercial, business and private airplanes; spare parts for aircraft, namely, structural parts for aircraft;AVIATION;
INDATA IPM - INTELLIGENT PORTFOLIO MANAGEMENT INDATA SERVICES CO. 21Tahiti Beach Island Road Coral Gables FL 33143 PORTFOLIO MANAGEMENT;Application service provider (ASP) featuring software for use in securities investment research, monitoring and management;
RPM REAL PORTFOLIO MANAGEMENT RC Graphics & Consulting, Inc. 264 Santa Monica Way Santa Barbara CA 93109 PORTFOLIO MANAGEMENT;Software as a service (SAAS) services featuring software for managing a commercial real estate portfolio;
SATIN & STEEL Cochran Jr., Howard Richard 944 S Mill Avenue Tempe AZ 85281 PORTFOLIO MANAGEMENT;SATIN AND STEEL;PHOTOGRAGHICS;
SHAW ASPIRE SHAW DATA INC. 122 East 42nd Street 6th Floor New York NY 10168 portfolio management, account reporting and performance measurement software;SHAW A SPIRE;
SHAW ELITE SHAW DATA INC. 122 East 42nd Street 6th Floor New York NY 10168 portfolio management, account reporting and performance measurement software;
SHAW PRESTIGE SHAW DATA INC. 122 East 42nd Street 6th Floor New York NY 10168 portfolio management, account reporting and performance measurement software;
 

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

   
Technical Examples
  1. This invention relates to a system and method for valuing a portfolio in terms of its performance relative to a specified benchmark under a range of future scenarios. In particular, the invention takes a portfolio and calculates two values related to the portfolio: the first value corresponding to an amount by which the value of the portfolio is expected to fall below the value of a benchmark over a given time horizon, and a second value corresponding to an amount by which the value of the portfolio is expected to exceed the value of a benchmark over a given time horizon, in view of the range of different future scenarios. The invention provides a means for determining the portfolio which optimally trades-off these two values, and to evaluate risk/reward performance measures using these two values which can be used to rank instruments, securities or portfolios. The invention also provides a means for pricing portfolio insurance for optimal portfolios.