Managing Asset Management

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back office
The administrative functions that support the trading of securities, including trade confirmation and settlement, recordkeeping, and regulatory compliance.

An attempt to determine the effectiveness of an investment model by applying the system to past periods and comparing those results with the actual performance of other strategies. Webfolio’s back-testing tool lets you create a hypothetical portfolio performance history by applying a user-defined asset selection to prior time periods, or using an existing portfolio's asset make-up.

back testing module
Webfolio program that allows analysts and portfolio managers to run simulated “what if” investment strategies backwards in time.

basis point
One hundredth of a percentage point (0.01%). Basis points are often used to measure changes in or differences between yields on fixed income securities.

Gauges the risk of a fund by measuring the volatility of its past returns in relation to the returns of a benchmark, such as the S&P 500 index. A fund with a beta of 0.7 has experienced gains and losses that are 70% of the benchmark's changes. A beta of 1.3 means the total return is likely to move up or down 30% more than the index. A fund with a -1.0 beta is expected to move in synchronization but in the opposite direction with the index.

browser / window
The window for a detailed listing of information in Webfolio. The Portfolio Browser, for example, is a window that shows all the portfolios on one screen, divided into two panes: a search pane and a results pane.

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