Bullrun Financial to Showcase New Fixed Income Enhancements at Schwab IMPACT 2005.HAMILTON, N.J. -- New Jersey-based Bullrun Financial (http://www.bullrunfinancial.com), a leader in delivering real-time portfolio performance measurement and investment analytics to high net worth advisors, investment advisors and portfolio managers, will unveil Version 4.0 of the company's platform at the Schwab IMPACT 2005 conference scheduled for September 25th-28th at the Washington State Convention and Trade Center The Washington State Convention and Trade Center is a convention center located next to and over Interstate 5 in downtown Seattle, Washington, adjacent to Freeway Park. Planning for its construction began in 1982; construction began in 1985, and the center opened on June 18, 1988. , in Seattle, WA. Version 4.0 adds fixed income to the company's platform expanding many of the current equity and mutual fund capabilities. The enhancement gives high net worth advisors, investment advisors and portfolio managers more than 100,000 instruments to work with. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. John Michel Sir John Michel, GCB (1 September 1804 – 23 May 1886) was a British Field Marshal. From 1865 to 1867, he was in the command of the forces in British North America, succeeding Lieutenant-General Sir William Fenwick Williams. , CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. and president of Bullrun Financial, the addition of Fixed Income is a result of client, prospect and industry feedback. "Whether managing their own portfolios or the portfolios of high net worth investors, our clients have been seeking an integrated desktop solution that covers more than one asset class. With the addition of fixed income analytics, Bullrun Financial puts more power at our users fingertips "Fingertips" is a 1963 number-one hit single recorded live by "Little" Stevie Wonder for Motown's Tamla label. Wonder's first hit single, "Fingertips" was the first live, non-studio recording to reach number-one on the Billboard Pop Singles chart in the United States. ." "We have substantially improved upon a world-class suite of analytics that gives high net worth advisors, investment advisors and portfolio managers the power to efficiently and profitably manage their client's assets." The new features in Version 4.0 include: --Market value and previous day change information for entire portfolio, including Equity, Mutual Funds and Fixed Income positions --Bond Related Graphics (such as Treasury Yield curves compared over any two-end dates) --Bond Indices available for analysis --Fixed Income positions reflected in total position of portfolios --Fixed Income portion of the account broken down and allocated by bond type and maturity with data items such as duration, modified duration Modified Duration A formula that expresses the measurable change in the value of a security in response to a change in interest rates. Calculated as the following: and convexity Convexity A measure of the curvature in the relationship between bond prices and bond yields. Notes: Positive convexity corresponds to curvature that opens upward. Negative convexity corresponds to curvature that opens downward. --Review how Fixed Income instruments Fixed income instruments Assets that pay a fixed dollar amount, such as bonds and preferred stock. contributed to Performance returns numbers --Analyze FI positions in your account and compare the performance to relative bond indices "In the coming months, Bullrun Financial clients and prospects can expect to see even more improvements," says Michel. Future planned releases are scheduled to include powerful features such as: --An enhanced PDF (Portable Document Format) The de facto standard for document publishing from Adobe. On the Web, there are countless brochures, data sheets, white papers and technical manuals in the PDF format. reporting function with the ability to customize reports to exact specifications. --An Asset Allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. module that can graphically illustrate how a portfolio is allocated versus how it might want to be allocated. --Expanding the fixed income asset class to include municipal bonds and CMOs. --The power to create or specify a target allocation model through custom benchmarking. Today with the Bullrun Financial platform, high net worth advisors, investment advisors and portfolio managers can perform attribution and performance analysis on an ad hoc For this purpose. Meaning "to this" in Latin, it refers to dealing with special situations as they occur rather than functions that are repeated on a regular basis. See ad hoc query and ad hoc mode. basis or when the client asks; combine and compare holdings, performance data, vendor data, and other information across any number of accounts for analysis and reporting; proactively monitor every portfolio with automatic daily checks against pre-set criteria, highlighting asset allocation problems, excess cash positions and other potential conflicts; and incorporate outside accounts and assets to provide a complete picture for customers. For additional information on Version 4.0 or to schedule a demo, please call 609 838-6000 x223. ABOUT BULLRUN FINANCIAL Founded in 2000, Bullrun Financial (http://www.bullrunfinancial.com) is a leading provider of Investment Technology Solutions to the financial services industry. Through an integrated web-based platform, Bullrun consolidates multiple sources of data and delivers a world-class platform of analytics to the investment community. The Bullrun product suite automates vital front-office functions from portfolio administration to performance/attribution measurement across global markets and portfolios, enabling financial professionals to implement and monitor their investment decisions with confidence. The results? Dramatic improvements in the productivity of investment, asset and portfolio managers, an increase of assets from existing and prospective clients along with a focused approach to managing client portfolios, not information, lowering the overall cost of doing business. |
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