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Selected Works

Finance and Financial Management

Articles 1 - 4 of 4

Full-Text Articles in Business

Momentum (Part 3 Of 3), Bruce Vanstone Dec 2009

Momentum (Part 3 Of 3), Bruce Vanstone

Bruce Vanstone

Extract:

This article is part 3 of a 3‐part series. In this final article, I will summarize the key characteristics of investing using momentum based approaches. I will also discuss some approaches to managing risk in momentum models, and the benefits investors expect when investing with rules‐based funds.


Momentum (Part 2 Of 3), Bruce Vanstone Dec 2009

Momentum (Part 2 Of 3), Bruce Vanstone

Bruce Vanstone

Extract:

This article is part 2 of a 3‐part series. In this article, I will focus on using simulations to demonstrate the potential risks and rewards of the momentum approach. In the final part of the series, I will discuss the way in which investors can benefit from rule‐based approaches to investment.


Momentum (Part 1 Of 3), Bruce Vanstone Dec 2009

Momentum (Part 1 Of 3), Bruce Vanstone

Bruce Vanstone

Extract:

The purpose of this 3‐part series of articles is to provide information about the potential benefits of momentum investing. In this series, I will try and explain what momentum is, the potential returns available to momentum investors, and the way that the Porter Capital Management combine mechanical, rules‐based strategies with the momentum effect to deliver benefits to investors.


Single Minded? : Implementing Common Financial Systems, Mark E. Pickering Jul 2000

Single Minded? : Implementing Common Financial Systems, Mark E. Pickering

Mark E Pickering

As companies grow via acquisition they collect a variety of separate and often quite diverse financial systems belonging to the newly acquired companies. While there is a substantial cost to implementing a common financial system across the merged group. Is that cost outweighed by the benefits of a single system? This article uses a case study to highlight options for different degrees of finance system commonality, potential benefits of each option and a framework for analysing the appropriate level of commonality.