Last September, BNP's commodities derivatives arm provided $50 million to Wildlife Works, a conservation project developer designing a portfolio of ventures to reduce deforestation and degradation in Africa.
For the Duke contest, the students were asked to design a portfolio for an investor who was expecting to retire or begin withdrawing assets around 2020, just seven years away.
Mr. Munson suggested a more enlightened view that looks at "risk budgeting," or gauging how much risk you can take, and design a portfolio that tracks your tolerance — or intolerance — for stock market exposure.
Therefore, retailers face the difficult task of designing a portfolio of products that balances risk and return.
The problem of the investor is to design a technology portfolio to invest in that maximizes its expected returns and limits risks, while the manager has to design a portfolio of financial/physical instruments (long-term contracts, futures, etc).
These metrics can aid decision-makers in rendering more informed judgments about resource allocation and how to design a portfolio of security and recovery strategies.
Based on these findings, we propose recommendations for designing a portfolio of mixed customized water-electricity DSM interventions to foster conservation or peak shifting objectives.
Although the objective of passive strategies is to design a portfolio that will achieve the performance of a predetermined benchmark, active bond management strategies rely on expectations of interest rate movements or changes in yield spread relationships.
Since the investor's time horizon is a fundamental consideration in designing a portfolio, we asked her to tell us what sort of allocation she might suggest for three different age groups: a typical 30-year-old, 45-year-old and 60-year-old.
FORBES GLOBAL asked four leading private banks to design a portfolio for our hypothetical Mr. X, whom we described to them as being 45 years old, married with two children (one in high school and one entering college) and interested in investing his money for the sake of his family and himself.
