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Self-directed investment clubs - A self-directed investment club is a type of investment club in which members do not make financial contributions, but rather meet on a regular or informal basis to share stock tips and advice, and then invest in their individual portfolios, not in a common club portfolio (as is more typical of investment clubs). The phrase was coined by financial author and investment club expert Douglas Gerlach in Investment Clubs for Dummies (Hungry Minds, 2001).
Financial measures - Financial measures or financial ratios are often used as very simple mechanisms to describe the performance of a business or investment. Because they are easily calculated they can not only be used to compare year on year results but also to compare and set norms for a particular type of business or investment.
MFS Investment Management - MFS Investment Management, formerly Massachusetts Financial Services, is a Boston, Massachusetts-based financial services firm. In its publicity, MFS claims to have invented the mutual fund.
Social Return on Investment Analysis - All enterprises create a range of types of impacts, only some of which are measured using conventional financial accounting. Social Return on Investment (SROI) Analysis is a method for understanding the (environmental, social and public economic) value being created by organizations in addition to the financial value that accrues to owners.
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Financial Planning Calculator - Financial Planning Calculator Financial planner - A financial planner is a professional who helps people with various financial needs including: college planning, retirement planning, investments, life insurance, estate planning and more. Specifically, a financial planner creates a detailed strategy for meeting a client's specific goals based on the client's specific situation. Manufacturing resource planning - Manufacturing Resource Planning (MRP II) is defined by APICS as ...
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