Balancing strengths, weaknesses, and opportunities, of a company, industry, or sector is required for great portfolio management. Understand your risk exposure, relative to macroeconomic factors, market conditions; or market relationships which affect overall performance of individual equities or the market as a whole, using unique data sets only provided by GFD.
Mutual Funds
Many people invest in S&P 500 ETFs and Mutual Funds. They receive reinvested dividends that add to their total return. The current dividend yield is about 1.6%. The S&P 500 Return Index broke through 10,000 in December 2023, and if the S&P 500 continues to pay a 1.6% dividend over the next ten years, the Total Return Index will hit 25,000 in 2034. 25 in 10.
Corporate development, M&A, strategy, treasury, financial planning and analysis, and investor relations workflows can be enhanced with global market intelligence.
Retirement Planning
Asset Management
Van der Schans, M. and H. Steehouwer (2015). “Views, Factor Models and Optimal Asset Allocation.” Procedia Economics and Finance 29: 122-134.