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Portfolio Performance Monitoring 1.0
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The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis. The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns. 'Rollover' option to reset the model for a new reporting period; and Storage of historical transactions.
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| Title |
Date |
Size |
Project Planning and Management 1.0
The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook creation, and progress update from remote files. | 2007-02-10 | 206 KB | Customer Invoice Template 1.0
The customer invoicing system is an Excel invoice template with ability to store created invoices, products and customer details and perform advanced order sales reporting. | 2007-02-10 | 236 KB | Portfolio Performance Monitoring 1.0
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations. | 2007-02-10 | 104 KB | Regression Analysis and Forecasting 1.0
The Multiple Regression Analysis and Forecasting template provides a solid basis for identifying value drivers and forecasting business plan data. Advanced statistical tests performed include significance, auto correlation, and multi colinearity. | 2007-02-10 | 134 KB | Bond Yield Calculator 1.0
The Bond Yield to Maturity calculator for Excel and OpenOffice Calc enables the automatic generation of scheduled bond payments and the calculation of resulting yield to maturity. | 2007-02-10 | 84 KB |
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