Roger Williams University

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    12246 research outputs found

    Ryan Robertson

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    https://docs.rwu.edu/poetry-walk-images/1049/thumbnail.jp

    Legislating Literacy: The Need for Reading Reform in the United States

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    Lesson 2: SELDM Results Template

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    Utilizing Financial Modeling to Make Informed Equity Decisions Situated in the Scholarly and Public Sphere

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    As of 2025, there is an estimated total of “US145.4trillion(OlatunjiAlbertandMeres)undermanagementbyinstitutionalinvestorsaccordingtoPricewaterhouseCoopers.Thiscapitalisprimarilycomposedofhighnetworthindividuals(individualswithliquidassetsofatleast145.4 trillion” (Olatunji-Albert and Meres) under management by institutional investors according to PricewaterhouseCoopers. This capital is primarily composed of high-net-worth individuals (individuals with liquid assets of at least 1 million (Hayes) in addition to universities\u27 endowments and pensions. With the main intention of investing to be to preserve wealth, many retail investors believe that they are capable of outperforming the market, eliminating the need for industry professionals such as asset managers. After thorough examination and implementation of financial management concepts such as Stovall Sector Rotation and Markowitz Modern Portfolio Theory, it is evident that there is still a strong demand for industry professionals. Financiers such as Portfolio Managers call upon their fiduciary responsibility to clients to accurately develop portfolios that are reflective of clients\u27 risk characteristics as well as their economic outlook. After identifying ways in which portfolio management can be done with both greater efficiency and accuracy, I took it upon myself to develop automated models capable of ensuring diversification as a means to mitigate idiosyncratic risk exposure within an equity-based portfolio whilst adhering to one\u27s economic outlook

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