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Institutional Portfolio Management
Resources

Industry Links

List of Databases we submit performance and portfolio characteristics to:

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Industry Links

Annual Report Gallery
http://www.annualreports.com
Comprehensive listing of annual reports on the Internet.

Bloomberg Online
http://www.bloomberg.com/welcome.html
Nice site for stock information. Contains index information, interest rates, mortgage rates, and commodity and currency information. Also has other news, weather, and sports information.

CBS MarketWatch
http://www.cbs.marketwatch.com
News, Research, and Investor Tools. Members can track their own portfolios.

CFA Institute
http://www.cfainstitute.org
Education for Investment Professionals and others. See "How to Select an Investment Advisor" in the "Individual Investors Home/What Investors Should Know" section.

Emerging Manager Monthly
http://www.emergingmanagermonthly.com
Emerging Manager Monthly is a newsletter focusing on small, boutique, women, and minority owned money management firms as well as consultants, manager-of-managers, defined benefit plans and others who make up the this portion of the asset management universe.

Financial Times
http://www.ft.com
The Financial Times is renowned for its international perspective on world business, economics and politics.

FINRA
http://www.finra.org
As the world's leading private-sector provider of financial regulatory services, FINRA has helped bring integrity to the markets - and confidence to investors - for more than 60 years.

Global Investment Performance Standards (GIPS®)
http://www.gipsstandards.org
Provides information about the Standards, performance measurement, and verification.

Hoover's Online
http://www.hoovers.com
Lively company profiles plus free access to more than 10,000 records on public and private companies. Get the latest stock quotes and SEC filings.

IAA
http://www.investmentadviser.org
The Investment Adviser Association (IAA), formerly the Investment Counsel Association of America (ICAA), is a national not-for-profit organization which exclusively represents the interests of federally registered investment adviser firms.

Institutional Investor
http://www.institutionalinvestor.com
Institutional Investor is a publication for financial products and services. It publishes magazines, newsletters, journals, and directories as well as offering an online service. 

Investor's Business Daily
http://www.investors.com
The complete stock information and business news source.

Kiplinger Online
http://kiplinger.com
The Kiplinger organization, founded in 1920, is the preeminent provider of personal finance and business forecasting guidance in the United States.

MSNBC
http://www.msnbc.com
Consumer news and business.

NASDAQ
http://www.nasdaq.com
Java charts, reports, and other NASDAQ information. Useful for the knowledgeable investor.

Pensions & Investments
http://www.pionline.com
Pensions & Investments is a publication that delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. 

SEC - Securities and Exchange Commission
http://www.sec.gov
The primary mission of the U.S. Securities and Exchange Commission is to protect investors and maintain the integrity of the securities markets. EDGAR filings, Regulatory Actions, Staff Interpretations, News & Public Statements are available on the website.

Thomson Financial
http://www.thomson.com/financial
Daily insider trading and market activity report.

The Wall Street Journal Interactive
http://www.wsj.com
Access to the interactive Journal. Subscription is required. Free links to some financial news and features.

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