Simulation of portfolios and risk budget analysis

NG Torre, AT Rudd - US Patent 7,689,494, 2010 - Google Patents
The present disclosure relates to household portfolio simula tion and analysis to provide
retirement income. In particular, it discloses advanced technologies for modeling, simulation …

Theories of the Financial Planning Profession.

RH Overton - Journal of Personal Finance, 2008 - search.ebscohost.com
Although it appears that a theoretical body of knowledge for the Financial Planning
Profession has always existed, until recently theory was not often explored as such, and …

Evaluating a news‐aware quantitative trader: The effect of momentum and contrarian stock selection strategies

RP Schumaker, H Chen - Journal of the American Society for …, 2008 - Wiley Online Library
We study the coupling of basic quantitative portfolio selection strategies with a financial
news article prediction system, AZFinText. By varying the degrees of portfolio formation time …

DeFi Security: Turning The Weakest Link Into The Strongest Attraction

R Kashyap - arXiv preprint arXiv:2312.00033, 2023 - arxiv.org
The primary innovation we pioneer--focused on blockchain information security--is called
the Safe-House. The Safe-House is badly needed since there are many ongoing hacks and …

[BOOK][B] An empirical study of financial planning theory and practice

RH Overton - 2007 - search.proquest.com
The purpose of this study was to identify foundational theories of financial planning and the
theories' applications and disciplines of origin. It is a step in creating one of the hallmarks of …

Using an economic balance sheet for financial planning

A Rudd, LB Siegel - The Journal of Wealth Management, 2013 - search.proquest.com
An economic balance sheet of the household is a snapshot of the household's overall
economic position and incorporates information needed for meaningful financial planning to …

Method and system balancing resources and claims into retirement

NG Torre, AT Rudd - US Patent 8,515,848, 2013 - Google Patents
The present disclosure relates to household portfolio simulation and analysis to provide
retirement income. In particular, it discloses advanced technologies for modeling, simulation …

Knowing the score: wealth planning for professional athletes

CM Dowell, GD Singer - The Journal of Wealth Management, 2011 - search.proquest.com
Professional athletes may suddenly find themselves well off, but often their spending,
saving, and gifting goals pull them in many directions simultaneously. Systematic …

Blockchain with Machine Learning for Financial Portfolio Management

T Cai, J Wu, C Yu, V Brusic - 2023 IEEE 13th International …, 2023 - ieeexplore.ieee.org
Portfolio management diversifies investment across multiple assets for increased return and
reduced risks. In the decentralized world of Web3, financial management companies are …

[BOOK][B] Gli investitori etici: implicazioni aziendali

S Signori - 2006 - books.google.com
Il lavoro di Silvana Signori si propone di rispondere ad alcune domande che costituiscono
un'essenziale premessa per potere trattare correttamente in modo sistematico dell'etica …