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A Better Scorecard
We provide an interactive community for the Financial Advisor, Investment Advisor, . “If you're trying to build your practice, you need a scorecard of where you're .
http://www.fa-mag.com/component/content/article/1-features/6147.html?Itemid=42

The Consultant's Scorecard: Tracking Results and ... - Amazon.com
Consultants are increasingly being required to prove the measurable value - and return on client's investment - of their work. The Consultant's Scorecard .
http://www.amazon.com/The-Consultants-Scorecard-Bottom-Line-ebook/dp/B000QCTOWM

Evaluation Scorecard for - Institutional Retirement Income Council
suitability of a retirement income strategy as an investment option within a participant directed retirement plan. Given our experience as consultants and .
http://iricouncil.org/docs/Evaluation%20Scorecard%20for%20Retirement%20Income%20Products.pdf

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This chapter is intended to provide:

· An understanding of the importance of capital budgeting in marketing decision making

· An explanation of the different types of investment project

· An introduction to the economic evaluation of investment proposals

· The importance of the concept and calculation of net present value and internal rate of return in decision making

The Consultant's Scorecard,Second Edition: Tracking ROI and ...
"Jack Phillips's unique approach to measuring the return on investment of consulting makes The Consultant's Scorecard a must-read for anyone involved in the .
http://www.amazon.com/The-Consultants-Scorecard-Second-Edition/dp/0071742824

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Payout Grids - Financial Planning
BlackRock's Advisor to the Advisors BlackRock's Mike Bitterly discusses the long- term and . Financial Network Investment Corporation, 88+, 88+, 88+, 88+, 94+ .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5039

The Consultant's Scorecard: Tracking Results and ... - Amazon.com
Jack Phillips' unique approach to measuring the return on investment of consulting makes "The Consultant's Scorecard" a must read for anyone involved in the .
http://www.amazon.com/The-Consultants-Scorecard-Bottom-Line-Consulting/dp/0071348166

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A capital investment project can be distinguished from current expenditures by two features:

a) such projects are relatively large

ROI Institute: ROI Team: Jack Phillips, Ph.D.
. How to Build a Successful Consulting Practice (McGraw-Hill, 2006); Investing in . The Consultant's Scorecard (McGraw-Hill, 2000); and Performance Analysis .
http://www.roiinstitute.net/about/roi-team/jack-phillips-phd/

Bank Investment Consultant - news, commentary and community ...
Not registered for Bank Investment Consultant.com? . Addressing the Demand for Online Investing . Advisor Satisfaction: The Independent B-D Scorecard .
http://www.bankinvestmentconsultant.com/gallery/fp/advisor-ria-satisfaction-leadership-jd-power-independent-broker-dealers-2678151-1.html

a) the formulation of long-term goals

b) the creative search for and identification of new investment opportunities

c) classification of projects and recognition of economically and/or statistically dependent proposals

d) the estimation and forecasting of current and future cash flows

e) a suitable administrative framework capable of transferring the required information to the decision level

f) the controlling of expenditures and careful monitoring of crucial aspects of project execution

McGraw-Hill: The Consultant's Scorecard, Second Edition: Tracking ...
"Jack Phillips's unique approach to measuring the return on investment of consulting makes The Consultant's Scorecard a must-read for anyone involved in the .
http://mhprofessional.com/product.php?isbn=0071742824

The Consultant's Scorecard: Tracking Results ... - Tata McGraw Hill
Jack Phillips' unique approach to measuring the return on investment of consulting makes The Consultant's Scorecard a must read for anyone involved in the .
http://www.tatamcgrawhill.com/html/9780070590212.html

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a) By project size

Book Excerpt: Measuring Return on Investment, Vol. 2, edited by ...
Book Excerpt: Measuring Return on Investment, Vol. . the Return on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard (McGraw-Hill, NY, .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2005/05/Book-Excerpt-Measuring-Return-on-Investment-Vol-2-Edited-by-Jack-J-Phillips

b) By type of benefit to the firm

· an increase in cash flow
· a decrease in risk

Jack and Patti Phillips | The University of Southern Mississippi Gulf ...
. Return on Investment in Training and Performance Improvement Programs, . The Consultant's Scorecard (McGraw-Hill, 2000); and Performance Analysis .
http://www.usm.edu/gulfcoast/node/16731

c) By degree of dependence

culturalsavvy.com | Scorecard & Sample Consulting Projects
Cultural Savvy works with clients to create a consulting scorecard to put metrics on each and every intervention to assure a return on investment.
http://www.culturalsavvy.com/consulting_samples.htm


The Consultant's Scorecard, Second Edition : Tracking Roi And ...
Aug 8, 2012 . http://xxsurl.com/78hhfm The Consultant's Scorecard, Second Edition . return on investment of consulting makes The Consultant's Scorecard a .
http://www.youtube.com/watch?v=PMuN1fjnel4


Jack J. Phillips: The ROI of Consulting Projects
We talked to Phillips about The Consultant's Scorecard and the process he developed for measuring return on investment for consulting projects. McLaughlin: .
http://managementconsultingnews.com/interview-jack-phillips/

d) By degree of statistical dependence

· Positive dependence
· Negative dependence

Fool.com: Stock Investing Advice | Stock Research
How To Invest . Stock Advisor, 84.36%, 27.90% . 10 Indispensable Investing Books · Roundtable: Best Investment Advice Ever · Roundtable: Worst Investment .
http://www.fool.com/

e) By type of cash flow

· Conventional cash flow: only one change in the cash flow sign

American Century Investments Wholesaling - Morningstar
Advisor-driven analysis. The performance reporting and Investment Scorecard features are good examples of capabilities for peer analysis that I don't see .
http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=3011.xml

TheInsuranceAdvisor.com - Insurance Banking® - Overview
However, as big as the investment management business is today, before ERISA . in 1992, Resource Insurance Consultants in 2000 and Investment Scorecard .
http://www.theinsuranceadvisor.com/Insurance-Banking/Overview

Business Plan Scorecard | Blue Horizon Venture Consulting
At Blue Horizon Venture Consulting, we've created the Investor Ready Scorecard that will give you that answer! We'll read through your plan with great attention .
http://www.bluehorizonvc.com/products/business-plan-scorecard/

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The analysis stipulates a decision rule for:

I) accepting or
II) rejecting

investment projects

The time value of money

Donlen News - September 12, 2012
Sep 12, 2012 . "The Strategic Consulting Scorecard entry for the InformationWeek 500 List . integrated provider of financing and asset management solutions.
http://www.donlen.com/donlen-earns-spot-2012-informationweek-500-list-top-technology-innovators-across-america.aspx

The interest rate received by the lender is made up of:

Industry “Investment Due Diligence Best Practices” for 401(k) Plans
The requirements to become a “registered investment advisor” (RIA), are . All of the reports, analysis, Scorecards ™, and recommendations delivered to clients .
http://www.bizforum.org/whitepapers/401(k)plans-2.htm

Investment Consulting - Investment Advisory Services - Towers ...
Towers Watson's commitment to innovation and research gives you access to the best investment strategy.
http://www.towerswatson.com/services/Investment

401k Advisors - Investment Analysis
We were the first to develop massively robust investment analytics through our intuitive ScorecardSM System. Today, several hundred other consultants across .
http://www.401kadvisors.com/investment_analysis.aspx

a) Future values/compound interest

Advisor home
Investment firms are putting increased focus on reducing the fees they charge investors. At Vanguard, we call that business as usual. September 24, 2012 .
https://advisors.vanguard.com/

FV consists of:

Book Excerpt Preview: Best Practices in Return-on-Investment Case ...
Book Excerpt Preview: Best Practices in Return-on-Investment Case Studies . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2005/02/Book-Excerpt-Preview-Best-Practices-in-Return-On-Investment-Case-Studies


Measuring For Success: What CEOs Really Think About Learning ...
Books most recently authored by Phillips include Return on Investment in Training . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Books/Measuring-for-Success

The general formula for computing Future Value is as follows:

FVn = Vo (l + r)n

where

Vo is the initial sum invested
r is the interest rate

FolioDynamix and FDx Advisors Release Research and Investment ...
Sep 12, 2012 . lifecycle, today announced that its registered investment advisor (RIA) subsidiary, FDx Advisors, is releasing quarterly performance scorecards .
http://www.foliodynamix.com/wp-content/plugins/download-monitor/download.php?id=FolioDynamix-FDx-Advisors-Performance-Scorecards-press-release-12-Sept-2012.pdf

Scorecard 2011 - Civic Consulting Alliance
$21 MILLION PRO BONO INVESTMENTS. July 1, 2010 - June 30, 2011. Scorecard 2011. Civic Consulting Alliance is a partnership that reshapes how the city .
http://www.ccachicago.org/sites/default/files/Civic%20Consulting%20Scorecard%202011_4.pdf

The ROI Methodology
Return on Investment (Elsevier Butterworth-Heinemann, 2001); The Consultant's Scorecard. (McGraw-Hill, 2000); and Performance Analysis and Consulting .
http://www.calhr.ca.gov/Documents/measuring-roi-in-the-public-sector-course-materials.pdf

Sample Client Fiduciary with Scorecard - The Meltzer Group
advisor under the Registered Investment Advisors Act of 1940; . managers will be evaluated and selected from an investment manager “score card,” detailed .
http://www.meltzer.com/pdf/mrps_sample_fiduciary_review.pdf

Plan Pilot
Investment Consulting . Fee and Expense Scorecard. Our ScoreCard was developed to clearly illustrate your plans direct and indirect fees and provide a .
http://www.planpilot.com/


Private Firms Invested $400 Billion in Green Tech So Far in 2011 ...
Sep 6, 2011 . The report cites $1 trillion per year in investments as a good benchmark, since . technologies; Investment consultant Mercer, meanwhile, recommends 40 percent . In a statement announcing the Scorecard's August update, .
http://www.greenbiz.com/news/2011/09/06/private-firms-invest-400b-green-tech-so-far-2011

We can derive the Present Value (PV) by using the formula:

FVn = Vo (I + r)n

By denoting Vo by PV we obtain:

FVn = PV (I + r)n

by dividing both sides of the formula by (I + r)n we derive:

Rationale for the formula:

Author Page
Books most recently authored by Phillips include Return on Investment in Training . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Author.aspx?ItemId=79D332F1C2004546804A511D832ABFBE

Webinar: Workforce Investment Scorecard — Jan. 20 « EMSI ...
Jan 12, 2012 . Webinar: Workforce Investment Scorecard — Jan. 20 . One of the main challenges facing workforce investment boards (WIBs) is their ability to .
http://www.economicmodeling.com/2012/01/12/webinar-workforce-investment-scorecard-jan-20/

Retirement income scorecard: Interest and dividends - CBS News
2 days ago . One way to generate retirement income is to invest in a mutual fund that . For more than 30 years, consulting actuary Steve Vernon helped .
http://www.cbsnews.com/8301-505146_162-57523107/retirement-income-scorecard-interest-and-dividends/

Vermont Energy Investment Corporation (VEIC)
Energy Efficiency Consulting, Energy Efficiency Program Implementation. . The Vermont Energy Investment Corporation (VEIC) is a mission-driven nonprofit . of the Vermont Builds Greener (VBG) Scorecard in Vermont homes and in a .
http://www.veic.org/


Corporate Consulting - HIP Investor
HIP consults to public companies – including the S&P 100 – as well as privately- owned firms. HIP's strategic scorecards, advisory services and management .
http://hipinvestor.com/corporate-consulting/

b) Net present value (NPV)

FDx Connect - FolioDynamix
Sep 13, 2012. in wealth management – announcing FDx Advisors scorecards . we announced that our registered investment advisor (RIA) subsidiary, FDx .
http://www.foliodynamix.com/tag/fdx-connect/

where:

Ct = the net cash receipt at the end of year t
Io = the initial investment outlay
r = the discount rate/the required minimum rate of return on investment

HIP Scorecards - HIP Investor
Today many companies are starting to think sustainably. But to be a leader in your industry, you must put sustainability into action to satisfy your customers, .
http://hipinvestor.com/corporate-consulting/hip-scorecards/

The discount factor r can be calculated using:

Examples:

Jack Phillips Bio - MeetingMetrics
Books most recently authored by Phillips include Investing in Your Company's . a Successful Consulting Practice, ASTD 2002; The Consultant's Scorecard, .
http://www.meetingmetrics.com/Meeting_Measurement/Jack_Phillips.htm

Decision rule:

If NPV is positive (+): accept the project
If NPV is negative(-): reject the project

Consulting Group International Fixed-Income Investments (TIFUX ...
See Consulting Group International Fixed-Income Investments (TIFUX) mutual fund ratings from all the top fund analysts in one place. See Consulting Group .
http://money.usnews.com/funds/consulting-group-international-fixed-income-investments/tifux

Score Your Retail Investment Program | Credit Unions
Jul 9, 2012 . 5132_retail-invest-scorecards . of the metrics credit unions could use related to the productivity and referrals for a financial consultant (FC).
http://www.creditunions.com/score-your-retail-investment-program/

HIP Investor Inc: Global Leader in Impact Investing
HIP manages money and income investment portfolios for investors and uniquely quantifies impact. . HIP CONSULTING: Dial up your corporate pursuit of profit with positive human impact. Read full story . Use HIP Scorecards · Invest In HIP .
http://hipinvestor.com/

RBC Wealth Management USA - Personal Wealth Management
Collaborate with an advisor for help investing appropriately and assistance creating a dependable income for the rest of your . Learn more - Monthly Scorecard .
http://www.rbcwealthmanagement.com/usa/index.htm

c) Annuities

Supplier Scorecard - HIP Investor
HIP Investor works with Corporate Partners to guide their development of a comprehensive Supplier Scorecard. Our adaptable rubric for systematic analysis of a .
http://hipinvestor.com/corporate-consulting/supplier-scorecard/

401k Advisors - Leadership
401(k) Advisors is one of the few leading, independent firms whose 40+ member team is 100 percent devoted to high-caliber retirement plan consulting.
http://www.401kadvisors.com/leadership.aspx

Example:

Year

Cash Flow ($)

0

-800

1

400

2

400

3

400

Retirement income scorecard: Systematic withdrawals - CBS News
22 hours ago . How much retirement income could you receive by investing and regularly . For more than 30 years, consulting actuary Steve Vernon helped .
http://www.cbsnews.com/8301-505146_162-57523168/retirement-income-scorecard-systematic-withdrawals/

The Animation Guild 401(k) Plan -- Investment Policy Statement
investment advisor under the Registered Investment Advisors Act of 1940; . managers will be evaluated and selected from an investment manager “score card,” .
http://animationguild.org/wp-content/uploads/2010/11/InvestPolicyS.pdf

= $994.72

Mark O'Leary | LinkedIn
As the Principal for Phi Performance Systems, deliver strategy formation, Balanced Scorecard, and management consulting services to the investment .
http://www.linkedin.com/pub/mark-o-leary/0/30/440

= $194.72

Alternatively,

Helping Clients Choose the Right Investment Advisor
professionals, wealth advisors, investment consultants, private bankers and trust . can be in the form of a checklist or a scorecard that each member of the .
http://www.thresholdgroup.com/uploads/users/files/Sterling%20Threshold%20Whitepaper2.pdf

Leadership - FolioDynamix
Overview · Consulting · Model Exchange Hub · Research · UMA .
http://www.foliodynamix.com/category/leadership/

= $400 x 2.4868

= $994.72

Measuring ROI in Learning & Development
How do you accurately and effectively measure return on investment (ROI) in . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Books/Measuring-ROI

= $194.72

d) Perpetuities

Total Revenues - Broker Dealer Data Scorecard - On Wall Street
financial planning · bank investment consultant · the bond buyer · money management executive · investment management mandate pipeline · employee benefit .
http://www.onwallstreet.com/bd_scorecard/index.html?djoPage=summary

where:

C is the sum to be received per period
r is the discount rate or interest rate

Example:

Operations-Financial Consultants-Dedicated Operations Support | IPI
IPI operations are organized to provide maximum support for our financial consultants. . Operations Processing Quality Scorecard . Inc. (IPI), a registered broker-dealer & registered investment advisor and member FINRA & SIPC.
https://www.invpro.com/financial-consultants/360-support/operations/

= $4,666.67

A perpetuity with growth:

Greenwich Associates - Competitive Challenges
Greenwich Associates' Competitive Challenges is a research and consulting offering designed to help asset management clients improve the productivity and profitability of their businesses and to benchmark . The Scorecard l Compensation .
http://www.greenwich.com/WMA/products_services/comp_chal/comp_chal_home

Solution:

MeetingMetrics -Meeting Measurement: Meeting ROI
First case study book published - 1994, Measuring Return on Investment, ASTD . a Successful Consulting Practice, ASTD 2002; The Consultant's Scorecard, .
http://meetingmetrics.com/meeting_measurement/ROI_Fact_Sheet.htm

= $735/0.10

= $7,350

e) The internal rate of return (IRR)

Blog - FolioDynamix
Sep 13, 2012. in wealth management – announcing FDx Advisors scorecards . we announced that our registered investment advisor (RIA) subsidiary, FDx .
http://www.foliodynamix.com/blog/

The ROI in Business Coaching: A Real-Life Example
The ROI formula for investments in any human performance intervention is . Return on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2006/03/The-ROI-in-Business-Coaching-a-Real-Life-Example

Isolation of Coaching Effects
Jul 5, 2012. this situation every time a return-on-investment study is conducted. . The Consultant's Scorecard (McGraw-Hill, NY, 2000), HRD Trends .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2012/07/Isolation-of-Coaching-Effects

scorecard/rating - Tools and Resources for Assessing Social Impact
Tags: consultant service, scorecard/rating. Investing for Good. Method, General. MicroRate. This tool is a social rating that measures the level of social return .
http://trasi.foundationcenter.org/search_results.php?tags=10

where r = IRR

IRR of an annuity:

where:

Job Satisfaction: The Independent B-D Scorecard - Financial ...
Mar 30, 2012 . Financial Planning · On Wall Street · Bank Investment Consultant · Money Management Executive · Investment Mgt. Mandate Pipeline .
http://www.financial-planning.com/news/jd-power-advisor-satisfaction-commonwealth-financial-lpl-raymond-james-2678153-1.html


Io is the initial outlay

Measuring What Matters: How CEOs View Learning Success
Aug 5, 2009 . In a well-executed return-on-investment study, for example, it is not unusual to . such as "we have projects ongoing," "we serve as a regular consultant," or, . We asked about the learning and development scorecard, and we .
http://www.astd.org/Publications/Magazines/TD/TD-Archive/2009/08/Measuring-What-Matters-How-CEOs-View-Learning-Success

Example:

Reps - Financial Planning
9, Cambridge Investment Research, 2,604, 2,115, 387, 1,730, 561. 10, Royal Alliance Associates, 1,965, 1,757. 11, NFP Advisor Services Group (& Affiliates) .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5013

= 6

From the tables = 4%

Economic rationale for IRR:

Corporate Staff - Financial Planning
19, NFP Advisor Services Group (& Affiliates), 177, 121, 721, 15, 3, 43. 20, John Hancock Financial Network, 175, 342, 51, 51. 21, INVEST Financial Corp.
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5012

Measuring and Evaluating Learning Certificate
Donald J. Ford is a training and performance improvement consultant specializing in . His consulting clients include Toyota, Nissan, Rockwell International, .
http://www.astd.org/Education/Certificate-Programs/Measuring-and-Evaluating-Learning-Certificate

Find the IRR of this project for a firm with a 20% cost of capital:

YEAR

CASH FLOW


$

0

-10,000

1

8,000

2

6,000

a) Try 20%
b) Try 27%
c) Try 29%

net present value investment calculator

Independent vs dependent projects

NPV and IRR methods are closely related because:

ROI Skill-Building Certificate
Show a Return On Investment. . Scorecard: Measuring the Return on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard (McGraw-Hill, NY .
http://www.astd.org/Education/Certificate-Programs/ROI-Skill-Building-Certificate


10 Steps to Successful Business Alignment
Books most recently authored by Phillips include Return on Investment in Training . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Books/10-Steps-to-Successful-Business-Alignment

Book Excerpt: ROI at Work by Jack J. Phillips and Patricia Pulliam ...
Books most recently authored by Phillips include Return on Investment in Training . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2005/07/Book-Excerpt-ROI-at-Work-by-Jack-J-Phillips-and-Patricia-Pulliam-Phillips

a) NPV vs IRR: Independent projects

Production - Financial Planning
linkedin. Financial Planning magazine group is a meeting place for investment advisor professionals to share ideas and best practices. join now. top discussions .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5038

Beyond Learning Objectives: Develop Measurable Objectives That ...
Books most recently authored by Phillips include Return on Investment in Training . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Books/Beyond-Learning-Objectives

Technology Scorecards: Aligning IT Investments with Business ...
Technology Scorecards: Aligning IT Investments with Business Performance . CFO,CEO, IT manager, or a consultant, Technology Scorecards provides you with .
http://www.amazon.com/Technology-Scorecards-Aligning-Investments-Performance/dp/0470464569

Successful Business Alignment: Isolate the Effects of the Program
Feb 22, 2012. 2002), The Human Resources Scorecard: Measuring the Return on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Newsletters/ASTD-Links/ASTD-Links-Articles/2012/02/Successful-Business-Alignment-Isolate-the-Effects-of-the-Program

Measuring the Success of Coaching
How can you develop an effective means for measuring return on investment . on Investment (Butterworth-Heinemann, 2001), The Consultant's Scorecard .
http://www.astd.org/Publications/Books/Measuring-the-Success-of-Coaching

Broker Dealer Data Scorecard - Financial Planning
Financial Planning · On Wall Street · Bank Investment Consultant · Money . BlackRock's Advisor to the Advisors BlackRock's Mike Bitterly discusses the .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary

Similarly for the same project to be acceptable:

Annuities Revenues - Financial Planning
A Financial Advisor's Delicious Experiment in Market Efficiency. Advisors: Nobody Cares About . 24, Financial Network Investment Corporation, 66,723, 66,723 .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5009

Since the numerators Ct are identical and positive in both instances:

· implicitly/intuitively R must be greater than k (R > k);
· If NPV = 0 then R = k: the company is indifferent to such a project;

The Independent BD Scorecard - Financial Planning
Alternative investing is surging, but many advisors (and investors) remain confused about the sector. . Advisor Satisfaction: The Independent B-D Scorecard .
http://www.financial-planning.com/gallery/fp/advisor-ria-satisfaction-leadership-jd-power-independent-broker-dealers-2678151-1.html

b) NPV vs IRR: Dependent projects

Insurance Revenues - Financial Planning
investment advisory. Financial Planning · On Wall Street · Bank Investment Consultant · Money Management Executive · Investment Mgt. Mandate Pipeline .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5008

Example:

Bank Advisor Compensation Evolves | Bank Investment Consultant
Sep 5, 2012 . Not registered for Bank Investment Consultant.com? . more discretionary bonuses and scorecards that include factors beyond production.
http://www.bankinvestmentconsultant.com/news/bank-advisor-compensation-evolves-rolling-average-2680733-1.html


Initial Investment Outlay

Net Inflow at the Year End

Project A

-9,500

11,500

Project B

-15,000

18,000

Measuring Return on Investment,Volume 3 (In Action): Jack J ...
Phillips's most recent books include The Human Resources Scorecard: Measuring the Return on Investment (Houston: Gulf Publishing, 2001); The Consultant's .
http://www.amazon.com/Measuring-Return-Investment-Volume-Action/dp/156286288X

= $954.55

= $1,363.64

Both projects are of one-year duration:

IRRA:

Building a Successful Consulting Practice (In Action): Patricia ...
For many talented individuals around the world,starting a consulting practice . The Human Resources Scorecard: Measuring the Return on Investment (Boston: .
http://www.amazon.com/Action-Building-Successful-Consulting-Practice/dp/1562863312

= 1.21-1

therefore IRRA = 21%

IRRB:

Definitions of General Management Terms - Balanced Scorecard ...
Balanced Scorecard: A measurement-based strategic management system, originated by . EVA is a measure of the economic value of an investment or project.
http://www.balancedscorecard.org/LinkClick.aspx?link=145&tabid=55

= 1.2-1

therefore IRRB = 20%

Decision:

Consulting « EMSI | Economic Modeling Specialists Intl.
Our consultants combine EMSI's comprehensive labor market data and . The Scorecard also quantifies the economic impacts of workforce investments boards .
http://www.economicmodeling.com/consulting/

NPVA and NPVB are both positive
IRRA > k AND IRRB > k

Clients & Accounts - Financial Planning
investment advisory. Financial Planning · On Wall Street · Bank Investment Consultant · Money Management Executive · Investment Mgt. Mandate Pipeline .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5014

If we use the NPV method:

Fee Revenues - Financial Planning
. bank investment consultant · the bond buyer · money management executive · investment management mandate pipeline · employee benefit advisor. more .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=4998

If we use the IRR method:

Product Revenues - Financial Planning
11, NFP Advisor Services Group (& Affiliates), 223,874, 1.9, 36,479, 6.7, 4,116 . 19, Financial Network Investment Corporation, 190,231, 86,077, 10,546, 7,015 .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=4996

Alternative Revenues - Financial Planning
10, Cambridge Investment Research, 19,210, 26.8, 9,164, 4,688. 11, INVEST Financial Corp. 16,302, 21.9, 14, 5,533, 280. 12, NFP Advisor Services Group .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoPid=5006

INVESTMENT POLICY GUIDANCE - United Nations Development ...
INVESTMENT POLICY GUIDANCE . The reports are informed by the results of the Scorecard . Deusdedet Alle Son, consultant; Analuce Freitas, TNC.
http://web.undp.org/latinamerica/biodiversity-superpower/Download_Reports/PA_Sustainable_Financing_Report_ENG.pdf

Moving From Evidence to Proof: New Directions for the Way We ...
Aug 14, 2011 . So why should noncapital investments, such as those made in learning . The Consultant's Scorecard (McGraw-Hill, NY, 2000), HRD Trends .
http://www.astd.org/Publications/Magazines/TD/TD-Archive/2011/08/Moving-from-Evidence-to-Proof-New-Directions-for-the-Way-We-Think-About-Metrics

How to Select Advisors - Investor Watchdog
Sep 21, 2012 . You are interviewing an investment advisor who can help you . How to Select Advisors | Tagged advisor scorecard, Compliance records, .
http://www.investorwatchdog.com/blog/category/how-to-select-advisors/

Differences in the scale of investment

A Simpler Scorecard - Schultz & Williams
A Simpler Scorecard. staff publications. A Simpler Scorecard: The Three I's of Mission ROI By Kathy Wagner, Consultant and Michelle Eisenberg, Consultant .
http://www.schultzwilliams.com/staff_pub/kw_02.html

Years

0

1

2

3

Project A

-2,500

1,500

1,500

1,500

Project B

-14,000

7,000

7,000

7,000

Assume k= 10%.

The Consultant'S Scorecard - Phillips - Google Books
The problem is, both consultants and clients have been frustrated by the lack of rigorous methods for . The Consultant's Scorecard offers solutions to this accountability crisis in the consulting profession . Technology's Return on Investment .
http://books.google.com/books/about/The_Consultant_S_Scorecard.html?id=pSSyIW7OCiYC


= $1,500 x 2.487

FDx Advisors - FolioDynamix
Sep 13, 2012. registered investment advisor (RIA) subsidiary, FDx Advisors, is releasing quarterly performance scorecards on its research and investment .
http://www.foliodynamix.com/tag/fdx-advisors/


= $1,230.50.

Average Payout $000 - Financial Planning
11, NFP Advisor Services Group (& Affiliates), 303,364, 5.5, 226, 9.8, 637,650, 100,000. 31, SII Investments, 126,830, 16.3, 223, 16.3, 702,606, 250,000 .
http://www.financial-planning.com/bd_scorecard/index.html?djoPage=summary&djoSortCol=4&djoSortDir=desc&djoPid=5038


= $7,000 x 2.487
= $17,409 - $14,000
= $3,409.00.

IRRA =

= 1.67.

Therefore IRRA = 36% (from the tables)

IRRB =

= 2.0

Therefore IRRB = 21%

Decision:

Conflicting, as:

· NPV prefers B to A
· IRR prefers A to B


NPV

IRR

Project A

$ 3,730.50

36%

Project B

$17,400.00

21%

See figure 6.3.

Thomson Reuters Investment Banking Weekly Scorecard
Aug 31, 2012 . Thomson Reuters Investment Banking Weekly Scorecard . Goldman Sachs is the top financial advisor in Europe this year, while Morgan .
http://hereisthecity.com/2012/08/31/investment-banking-weekly-scorecard-from-thomson-reuters-31-augu/

To show why:

Schwab Announces Enhancements to Business Consulting ...
Sep 16, 2009 . Additions include online Technology Adoption Scorecard, transition . Schwab Advisor Transition Services program for independent investment .
http://pressroom.aboutschwab.com/press-release/schwab-advisor-services-news/schwab-announces-enhancements-business-consulting-service

ii) the NPV is superior to the IRR

Five-Year Back-Study Reveals Veracity of Scorecard System
401(k) Advisors plan consultants use Scorecard to help plan sponsors enhance investment opportunities, manage and control risk, and reduce exposure to .
http://www.401kadvisors.com/news/100210%20Back%20Study%20Reveals%20Veracity%20of%20Scorecard%20System.pdf


Measuring ROI in the Public Sector - Eastern Region IPMA
Return on Investment (Elsevier Butterworth-Heinemann, 2001); The Consultant's Scorecard. (McGraw-Hill, 2000); and Performance Analysis and Consulting .
http://www.ipma-er.org/Presentations/Measuring%20ROI-Jack%20Phillips.pdf


0

1

2

3

Project B

- 14,000

7,000

7,000

7,000

Project A

- 2,500

1,500

1,500

1,500

"B minus A"

- 11,500

5,500

5,500

5,500

IRR"B Minus A"

= 2.09

= 20%

c) Choosing B is equivalent to: A + (B - A) = B

Measuring ROI in the Public Sector (In Action) (In Action (ASTD ...
Return on Investment in Training and Performance Improvement Programs, Second Edition (Improving Human . The Consultant's Scorecard, Second …
http://www.amazon.com/Measuring-Public-Sector-Action-Press/dp/1562863258

The Consultant's Scorecard, Second Edition: Tracking ROI and ...
"Jack Phillips's unique approach to measuring the return on investment of consulting makes The Consultant's Scorecard a must-read for anyone involved in the .
http://pdfcast.org/paid/9780071742825

New ICC G20 Business Scorecard Gives G20 an “Incomplete” (June ...
Jun 5, 2012 . The scorecard, unveiled at an ICC consultation in Washington, D.C. hosted . On trade and investment the scorecard gives the G20 a score of .
http://www.uscib.org/index.asp?documentID=4337

401(k) / 403(b) Plan Consulting
Your management team can rely on Marcotte Retirement Plan Consultants to provide the highest quality of: in-depth, independent investment due diligence and .
http://www.marcotteins.com/wm-products-and-services/401k-403b-plan-consulting

Strategic Planning Consultant - RiteSite Consulting Executive Jobs ...
Strategic Planning Consultant Strategy Development • Performance Management, Scorecards & Routines Investment & Resource Priority Setting • End-to-End .
http://www.ritesite.com/SiteMap/resumes/Consulting/Strategic-Planning-Consultant-31094.htm

Terms of Service l Investor Watchdog
Aug 29, 2012 . As used in this agreement "Advisor" shall mean a professional who provides financial . All rights and obligations for planning, investment, tax, legal, and . Scorecard is a Watchdog tool that enables Investors to compare the .
https://www.investorwatchdog.com/terms-of-service

RYTCX Mutual Fund - Royce Total Return Fund Consultant Class ...
Get RYTCX mutual fund information for Royce Total Return Fund Consultant . as One-Click Scorecard, which lets you analyze investments based on leading .
http://quicken.intuit.com/investing/mutual-funds/RYTCX/Royce-Total-Return-Fund-Consultant-Class

sharihensrud-ellingson - FolioDynamix
Sep 13, 2012. in wealth management – announcing FDx Advisors scorecards . we announced that our registered investment advisor (RIA) subsidiary, FDx .
http://www.foliodynamix.com/author/sharihensrud-ellingson/

Advantage of NPV:

Sibson Consulting's Perspectives - Maximizing Return on ...
Even though return on compensation (ROC) is harder to measure than the return on traditional capital investments, Sibson Consulting's experience with clients .
http://www.sibson.com/publications/perspectives/volume_19_issue_2/common-mistakes.html

Disadvantage of IRR:

PLANSPONSOR.com - Aetna Evaluates 401(k) Funds
The Scorecard is an analytical tool that evaluates mutual funds on the basis of . of charge to those plan sponsors who use Aetna as their investment advisor.
http://www.plansponsor.com/MagazineArticle.aspx?id=6442460963&magazine=6442460857

The timing of the cash flow

Market Trends - FolioDynamix
Overview · Consulting · Model Exchange Hub · Research · UMA .
http://www.foliodynamix.com/category/market-trends/

FolioDynamix and FDx Advisors Release Research and Investment ...
Sep 12, 2012. registered investment advisor (RIA) subsidiary, FDx Advisors, is releasing quarterly performance scorecards on its research and investment .
http://article.wn.com/view/2012/09/12/FolioDynamix_and_FDx_Advisors_Release_Research_and_Investmen/


0

1

2

Project A

- 100

20

125.00

Project B

- 100

100

31.25

"A minus B"

0

- 80

88.15

Assume k = 10%


NPV

IRR

Project A

17.3

20.0%

Project B

16.7

25.0%

"A minus B"

0.6

10.9%

Fund Investment Quality Scorecard (FIQS) | Investopedia
Print out the Investment-Quality Scorecard to assess your mutual funds. . corporate financial consulting, and non-profit development assistance programs.
http://www.investopedia.com/university/quality-mutual-fund/chp1-introduction/mf-scorecard.asp

FINTEL- Business Benchmarking Tools | Financial Benchmarking ...
Private Businesses. Financial Institutions. Coaches & Consultants. Make better investment decisions by being able to value/price target or portfolio companies .
http://www.fintel.us/

The horizon problem

Retail Investment Studies Survey - Callahan & Associates
Articles on key issues affecting retail investment services programs. Customized scorecards for participants. For more information, see the table of contents for .
http://www.callahan.com/credit-union/Retail-Investment-Services-Study.aspx


0

1

2

3

4

Project A

-100

120

-

-

-

Project B

-100

-

-

-

174

Assume k = 10%


NPV

IRR

Project A

9

20%

Project B

19

15%

Decision:

NPV prefers B to A
IRR prefers A to B.

The profitability index - PI

National Mortgage News - A Fannie/Freddie Lender Scorecard in ...
Sep 21, 2012 . Financial Planning · On Wall Street · Bank Investment Consultant . is the worry that the GSEs might be ushering in a "score card" rating on all .
http://www.nationalmortgagenews.com/blogs/hearing/Seller-servicer-scorecard-in-the-works-1032305-1.html

Decision rule:

PI > 1; accept the project
PI < 1; reject the project

Mutual Fund Sales Scorecards
People Database · Mutual Fund Sales Scorecards · Mutual Fund Service Guide . Bank Investment Consultant · Investment Dealers' Digest · Mandate Pipeline .
http://www.mmexecutive.com/scorecards/

NPV = PV - Io = 0
PV = Io

Dividing both sides by Io we get:

Balanced Scorecards: Overview | Strategy | Consulting - Guidon ...
An overview of balanced scorecards written by Guidon consultants, including . ( Ex: return on investment, expense ratios, errors); Customer delivery: What is .
http://www.guidonps.com/ideas-and-resources/articles/general/balanced-scorecards-a-strategy-execution-tool/


PV of CF

Io

PI

Project A

100

50

2.0

Project B

1,500

1,000

1.5

Decision:

Informa Investment Solutions | LinkedIn
Welcome to the company profile of Informa Investment Solutions on LinkedIn. . firms, investment consultants, independent advisors and pension plan sponsors. . Our products include PSN, Performer, Investment Scorecard, WealthIQ, .
http://www.linkedin.com/company/informa-investment-solutions

Disadvantage of PI:

Investment Consulting White Papers
. White Papers. Home » Knowledge Center » Investment Consulting White Papers . Evaluation Scorecard for Retirement Income Products. Bullet, A Prudent .
http://www.newportgroup.com/InnerPage.aspx?id=1086

The payback period (PP)

Balanced Scorecard - benefits, expenses
The balanced scorecard is a performance measurement tool developed in 1992 by . professor Robert S. Kaplan and management consultant David P. Norton. . to believe that traditional financial measures, such as return on investment, .
http://www.referenceforbusiness.com/encyclopedia/Assem-Braz/Balanced-Scorecard.html

Employee participation in health and wellness programs soars
Mar 9, 2011 . Scorecard V3.0 in collaboration with Mercer. Mercer is a leading global provider of consulting, outsourcing and investment services. Mercer .
http://www.the-hero.org/scorecard_folder/Press_release_scorecard_annual_report.pdf

Example 1:

Years

0

1

2

3

4

5

Project A

1,000,000

250,000

250,000

250,000

250,000

250,000

For a project with equal annual receipts:

= 4 years

Example 2:

Years

0

1

2

3

4

Project B

- 10,000

5,000

2,500

4,000

1,000

CATALOG OF APPROACHES TO IMPACT ... - SVT Group
members of the RIIC impact investors collaborative, whom we thank for their . investment advisor to calpers . Balanced Scorecard Modified to Include Impact .
http://svtgroup.net/wp-content/uploads/2011/09/SROI_approaches.pdf

Whom To Hire [Fool.com: Advisor Center]
Investment advisor, stockbroker, wealth advisor -- the title may vary, but the goal is the same. These professionals are paid to eke out the best returns for your .
http://www.fool.com/fa/finadvice03.htm

Sum of money to be recovered by end of 3rd year

Building and Using the HR Scorecard/Dashboard - Russell Consulting
2004, Russell Consulting, Inc. — Helping You Build and Sustain a Great Organization! The HR Scorecard. 1. Focuses on leading indicators. 2. Identifies the .
http://www.russellconsultinginc.com/docs/pdf/hr%20scorecard.pdf

= $2,500

= 2.625 years

Disadvantages of the payback method:

Retirement income scorecard: Immediate annuities - CBS News
Jul 5, 2012 . Retirement income scorecard: Interest and dividends . These payout rates are not to be confused with investment rates of returns. . For more than 30 years, consulting actuary Steve Vernon helped large employers design .
http://www.cbsnews.com/8301-505146_162-57466121/retirement-income-scorecard-immediate-annuities/

Six Tools Every Business Consultant Should Know
Jan 31, 2012 . Learn about six tools that successful consultants and business analysts . The balanced scorecard is a framework for tracking important aspects of . General Electric prioritize its investments in its numerous business units.
http://www.dce.harvard.edu/professional/blog/6-consultant-tools-1-31-12.jsp

PPG Document - Global Environment Facility
Apr 30, 2012 . investments that are of relevance to the project, the ancillary aim of this activity is . but also from sub-activity 3.3 on the application of the Financial Scorecard. . work under guidance from the project's international consultant .
http://www.thegef.org/gef/sites/thegef.org/files/gef_prj_docs/GEFProjectDocuments/Multi%20Focal%20Area/Seychelles%20-%20(4717)%20-%20Expansion%20and%20Strengthening%20of%20the%20Protected%20Area/04-30-12%20PPG%20document.pdf

Advancial - Investment Services
Advancial Investment Services. Whether your financial goals are relatively simple or very complex, working with a professional financial consultant can help you .
https://www.advancial.org/pages/investment_services

Advantages of the payback method:

Employer Retirement Plans - Genovese Burford & Brothers
We thoroughly vet your investment options using a number of tools, including quarterly investment performance monitoring reports, a GBB scorecard ranking of .
http://www.gbbwealth.com/employer-retirement-plans

The accounting rate of return - (ARR)

Investment Manager Research and Evaluation Custom ... - InformaIS
Investment Scorecard is the ideal outsourced perfor- . firms, bank trusts, investment consultants, independent advisors, and pension plan sponsors. With a .
http://www.informais.com/IISDownloads/IIS_Overview.pdf

Employee participation in health and wellness
Mar 9, 2011 . The Scorecard is a survey that rates an organization's employee health . Mercer's investment services include investment consulting and .
http://www.mercer.com/press-releases/1409470

Example:

North Shore Credit Union Creates Profitability Scorecards ...
Jun 18, 2012 . Financial Planning · On Wall Street · Bank Investment Consultant . and other staff as a profitability scorecard for consumers and segments.
http://www.americanbanker.com/issues/177_117/North-Shore-Credit-Union-expands-profitability-measurement-1050205-1.html

Fiona Czerniawska: The Outlook for Consulting
McLaughlin: The Consultant's Scorecard by Jack Phillips is about measuring the return on investment for consulting projects. Is that what you have in mind?
http://managementconsultingnews.com/interview-fiona-czerniawska/

= 15%

= 30%

Disadvantages:

Measuring ROI in Human Resources - Competentiebeleid
You could be an ROI consultant. 10-13 . 2001. 2. The Human Resources Scorecard: Measuring the Return on Investment. . The Consultant's Scorecard.
http://www.competentiebeleid.be/assets/waarom/Measuring_ROI.pdf

Agustin D. Grube, MBA | LinkedIn
Privately Held; 1-10 employees; Investment Banking industry . management consulting firm which promotes the Balanced Scorecard Management System.
http://www.linkedin.com/in/agustingrube

Welcome to F.N.B. Wealth Management
F.N.B. Investment Advisors, Inc., with approximately $1.4 billion in assets, serves as the investment advisor for high net worth individuals and institutional clients .
http://www.fnbwealthmanagement.com/

Scorecard 2012 - Civic Consulting Alliance
$14 MILLION PRO BONO INVESTMENTS. July 1, 2011 - June 30, 2012. Scorecard 2012. City and County merge three workforce boards. Chicago and Cook .
http://www.ccachicago.org/sites/default/files/CCAscorecard%202012-%20Final%20(3).pdf

The Oregonian
Summary: Capital Consultants founder Jeffrey Grayson is expected to plead guilty to 2 counts in . He paid the tab with the proceeds of his high-flying investment firm. . But by any scorecard, Grayson has lost everything that mattered to him.
http://www.madcowprod.com/oregonian.htm

Managing Talent Retention: About the Authors
Phillips provides consulting services for Fortune 500 companies and major . The Human Resources Scorecard: Measuring the Return on Investment (Elsevier .
http://www.managingtalentretention.com/my_weblog/about-the-authors.html

The payback and ARR methods in practice

S&P Capital IQ - Our Products: Company and Market Research ...
Desktop solutions: the S&P Capital IQ platform, Global Credit Portal and MarketScope Advisor. Enterprise solutions: S&P Capital IQ Valuations and Compustat.
https://www.capitaliq.com/

The Scorecard - Greenwich Associates
Participating firms receive the Competitive Challenges Scorecard, which analyzes and . Productivity ratios for investment management, sales and marketing . packaging type and asset class; Analysis of institutional consultant relations policy .
http://www.greenwich.com/WMA/products_services/comp_chal/comp_chal_scorecard/1,1782,4,00.html?vgnvisitor=eqicl6GLops=

Academic Research on Impact Investing
You are here: Home > How to be an Impact Investor > Academic Research on . of Financial Advisors on Sustainable and Impact Investing - Hope Consulting . Business Review, 2012; Green Transition Scorecard - Ethical Markets, 2012 .
http://hipinvestor.com/how-to-be-an-impact-investor/academic-research-on-impact-investing/

Our Services - Resources for Retirement - providing 401k ...
If you haven't had an experienced, knowledgeable advisor walk you through a . of retirement plans; Consulting and guidance for plan sponsors; Investment fund . A scorecard to assess all elements of your plan at a glance—funds, fees and .
http://www.resourcesforretirement.com/our-services.htm

The Cold, Hard Truth About Brokers and Financial Advisors
Mar 20, 2012 . Seven years ago, I set up a portion of my savings with an investment advisor. At the time I wasn't paying enough attention to my holdings and .
http://www.fool.com/investing/general/2012/03/20/the-cold-hard-truth-about-brokers-and-financial-a.aspx

Auto increase on the rise - Employee Benefit News
3 days ago . The results come in the firm's 401(k) Wellness Scorecard detailing its . in understanding the ways in which they can make the best investment .
http://ebn.benefitnews.com/news/bank-of-america-merrill-lynch-scorecard-auto-features-401k-2728028-1.html

CONSULTING | Trinity Fiduciary Partners, LLC
Trinity Fiduciary Partners, LLC is a Registered Investment Advisor in Arlington, Texas. Trinity specilizes in Catholic investing and maintains the FFV Scorecard.
http://trinityfiduciary.com/consulting

Strategy-Based Balanced Scorecards for Technology Companies
your strategy, then a strategy-based balanced scorecard system . that investments in programs underway are protected from an ill-timed . Howard Rohm is an international trainer, facilitator, and performance improvement consultant.
http://www.balancedscorecard.org/Portals/0/PDF/Technology%20Company%20Balanced%20Scorecard%20Systems_06222010_Final.pdf

Raines' Rules - Balanced Scorecard Institute
About the Balanced Scorecard . Balanced Scorecard Software . Consulting Consulting Overview . Raines' Rules on Federal Information Systems Investments .
http://www.balancedscorecard.org/RainesRules/tabid/114/Default.aspx

The following information is available:

Profit/(loss)

 

Proposal A

Proposal B

$

$

Initial investment

46,000

46,000

Year 1

6,500

4,500

Year 2

3,500

2,500

Year 3

13,500

4,500

Year 4

Loss 1,500

Profit 14,500

Estimated scrap value at the end of Year 4

4,000

4,000

Financial Advisor Jobs, Employment in Rhode Island | Indeed.com
Jobs 1 - 10 of 162 . 162 Financial Advisor Jobs available in Rhode Island on . World class investment, sales, and business management training throughout their career. . for senior management scorecards, guidance for business planning, .
http://www.indeed.com/q-Financial-Advisor-l-Rhode-Island-jobs.html

a) Calculate the following for both proposals:

i) the payback period to one decimal place

Balanced Scorecard | MyStrategic Plan Resources
During the 1990s, two Harvard professors and consultants – Kaplan and Norton, devised a tool, the Balanced Scorecard, to rectify the . Revenue growth and mix ; Cost reduction/ Productivity improvement; Asset utilization/ Investment strategy .
http://mystrategicplan.com/resources/balanced-scorecard-2/

home

Consulting Group Small Capitalization Value Equity (TSVUX) | US ...
See Consulting Group Small Capitalization Value Equity performance, holdings, fees, risk and . The investment seeks above-average capital appreciation.
http://money.usnews.com/funds/consulting-group-small-capitalization-value-equity/tsvux

Example:

Keymer Farm is considering investing in a project with the following cash flows:


TIME

ACTUAL CASH FLOWS

Z$

0

(100,000)

1

90,000

2

80,000

3

70,000

How to choose a financial planner
and the Chartered Financial Consultant (ChFC) awarded . You may view this form online at the Investment Advisor Public . The Scorecard: Finding a Financial .
http://www.uwsa.edu/hr/benefits/retsav/financialplanner.pdf

Leadership - HIP Investor
The HIP Scorecard methodology rates investments across all asset classes . is an Investment Committee member of the Patient Capital fund and an advisor to .
http://hipinvestor.com/about-us/leadership/

Home | Trinity Fiduciary Partners, LLC
Trinity Fiduciary Partners, LLC is a Registered Investment Advisor in Irving, Texas . . in Socially Responsible Investing and utilizes our proprietary FFV Scorecard.
http://trinityfiduciary.com/

Amount received on 31 December in terms of the value of the dollar at 1 January:

= $10,769

scorecards - FolioDynamix
Sep 13, 2012 . Tag Archives: scorecards . Earlier this week, we announced that our registered investment advisor (RIA) subsidiary, FDx Advisors, is releasing .
http://www.foliodynamix.com/tag/scorecards/

Certification in the ROI Methodology - ROI Institute
Scorecard: Measuring the Return on Investment (Elsevier Butterworth- Heinemann, 2001); The Consultant's. Scorecard (McGraw-Hill, 2000); and Performance .
http://media.roiinstitute.net/pdf/certification/Certification_Overview.pdf

The two rates of return and the inflation rate are linked by the equation:

(1 + money rate) = (1 + real rate) x (1 + inflation rate)

Individuals | Trinity Fiduciary Partners, LLC
Trinity Fiduciary Partners, LLC is a Registered Investment Advisor in Arlington, Texas. Trinity specilizes in Catholic investing and maintains the FFV Scorecard.
http://trinityfiduciary.com/ffv-scorecard/individuals

In the example,

Steve Mark, CFA | LinkedIn
Consultant at Fidelity Investments; Vice President, Global Relationship Group . strategy development, operational improvement, and balanced scorecards.
http://www.linkedin.com/in/stevemarkcfa

= 1.40

BishopPhillips Consulting
Bishop Phillips Consulting ( BishopPhillips ) - Enterprise Risk Management Software, Risk, Process Reengineering, Software Engineering, E-Business, Internal .
http://www.bishopphillips.com/

401k Investment Due Diligence and Analysis — 401k Advisors ...
Jul 1, 2012 . As independent consultants, we have the skill and resources to manage . Fiduciary Investment Review incorporating the Scorecard System .
http://401k-employee-benefits.com/401k-investment-analysis

Capacity Building (Nonprofit)
Click to sign up for FML >> Links, an ePub from Authenticity Consulting, . that improve nonprofit effectiveness" (from Investing in Capacity Building by Barbara . well, for example, the Balanced Scorecard, principles of organizational change , .
http://managementhelp.org/organizationalperformance/nonprofits/capacity-building.htm

Things to Take Into Account When Choosing BSC As a Performance ...
Jul 23, 2012 . Balanced Scorecard is more than just a performance evaluation tool you . before making a final decision to implement Balanced Scorecard and invest in the education of personnel, software systems and consulting services?
http://ezinearticles.com/?Things-to-Take-Into-Account-When-Choosing-BSC-As-a-Performance-Evaluation-Tool&id=7192603

TIME

CASH FLOW

DISCOUNT FACTOR

PV

$

40%

$

0

(150,000)

1.000

(100,000)

1

90,000

0.714

64,260

2

80,000

0.510

40,800

3

70,000

0.364

25,480




30,540

The WIB Scorecard « EMSI | Economic Modeling Specialists Intl.
Jan 12, 2012. to produce a WIB Scorecard that will help the workforce investment system better understand its economic and workforce contribution.
http://www.economicmodeling.com/2012/01/12/the-national-wib-scorecard/

Why HIP? - HIP Investor
HIP Scorecards of investments and asset classes; HIP Portfolios: HIP 100, Global . HIP Consulting: HIP consults to companies on social and environmental .
http://hipinvestor.com/about-us/why-hi/

TIME

ACTUAL CASH FLOW

CASH FLOW AT TIME 0 PRICE LEVEL

$

$

0

(100,000)

(100,000)


1

90,000

69,231

2

80,000

47,337

3

70,000

31,862

Fidelity Advisor Financial Services Fund (FAFDX) | US News Best ...
Aug 31, 2012 . See Fidelity Advisor Financial Services Fund performance, holdings, . The fund normally invests primarily in common stocks and invests at .
http://money.usnews.com/funds/fidelity-advisor-financial-services-fund/fafdx

TIME

CASH FLOW

DISCOUNT FACTOR

PV

$

7.69%

$

0

(100,000)

1.000

(100,000)

1

69,231

64,246

2

47,337

40,804

3

31,862

25,490




30,540

STATEMENT OF INVESTMENT POLICY GUIDELINES – ADP ...
ADP prepares and distributes a quarterly Investment “Scorecard” Evaluation Report based . A change to the fund's investment management sub advisor; .
http://www.adp.com/~/media/Financial%20Advisor/Access/ADP_IPS.ashx

Expectations of inflation and the effects of inflation

09.com/investment, Best Investment Web sites list, Investment ...
A full-service investment-consulting firm based in Cambridge, Massachusetts. . Investment Scorecard, Inc. provides performance reports to financial services .
http://09.com/investment/

Fieldstone Private Capital Group
Fieldstone is an investment banking firm with a focus on energy and . pride in being a financial advisor that provides objective, unbiased, and independent ideas . BEE (B-BBEE) status Level Two contributor in terms of the QSE scorecard.
http://www.fpcg.com/

Fiduciary Tools
Through our proprietary tools, including our Investment Scorecard and Fiduciary Analytics, PFS can act as a department within your organization to monitor the .
http://plannedfinancial.com/fiduciary-tools

Why Xsellence - Return On Investment
Our Consultant scorecard is an important tool for both our Consultants/ Coaches and . Xsellence implementation is a good investment in your company's future.
http://www.xsellence.com/whyxsellence-roi.php

Capital Planning and Investment Control - eGlobalTech ...
. Strategic Planning and management consulting services for the Federal Government. . Integration of Return on Investment measurement, outcome- based . using both financial and non-financial measures (such as balanced scorecard).
http://www.eglobaltech.com/capital_planning.html

our services - Social Equity Partners Ltd, UK Strategy Consultants ...
The output will normally be a strategy map and scorecard identifying all the . investors who are interested in exploring 'off-radar' investment opportunities.
http://www.socialequitypartners.co.uk/our-services/

Money Management Executive
6 hours ago . People Database · Mutual Fund Sales Scorecards · Mutual Fund Service . Financial Planning · On Wall Street · Bank Investment Consultant .
http://www.mmexecutive.com/

2012 Social Investing Forum
Risk and Responsibilities of Social Investing David Hunter Ph.D. (Founder and Consultant, Hunter Consulting, LLC, and former Director of Evaluation and .
http://www.socialinvestingforum.com/

Rebecca Daro | LinkedIn
Respected leader in using the Balanced Scorecard to build consensus and to maintain an . Consultant to CEOs and executive teams in implementing turnaround, crisis, and . -Cut costs and align investment with the strategic priorities.
http://www.linkedin.com/pub/rebecca-daro/13/741/263

Who Uses Balanced Scorecards? How Organizations Can Benefit
May 21, 2011 . Should Your Company Use Balanced Scorecards? . return on capital Investments, share prices, return on stock investment and . Art Schneiderman, an independent consultant created the first balanced scorecard in 1987, .
http://www.brighthub.com/office/finance/articles/70307.aspx

ASR Scorecards
Financial Planning · On Wall Street · Bank Investment Consultant · Money Management Executive · Investment Mgt. Mandate Pipeline. accounting & benefits .
http://www.structuredfinancenews.com/asr_scorecards/

Investing in Maternal and Child Health - National Business Group on ...
. Child Health: A Business Imperative. The Business Case For Investing in Maternal and Child Health . . The Balanced Scorecard Methodology: Aligning Health Benefits and Business Strategy . . ICD-9 Cod ng Consultant. Richard Irwin .
http://www.businessgrouphealth.org/healthtopics/maternalchild/investing/docs/mch_toolkit.pdf

Graham Sinclair | LinkedIn
Sustainable investment consultant, sustainability, investment architect, ESG . assets, an EMDP ESG Disclosure Scorecard on key disclosure metrics, and most .
http://www.linkedin.com/in/grahamsinclair

TIEUX Mutual Fund - Consulting Group Capital Markets Funds ...
Consulting Group Capital Markets Funds International Equity Investments . such as One-Click Scorecard, which lets you analyze investments based on leading .
http://quicken.intuit.com/investing/mutual-funds/TIEUX/Consulting-Group-Capital-Markets-Funds-International-Equity-Investments

Creating Successful Retirement Plan Solutions for Employers and ...
As your dedicated investment consultants, we will create an ongoing service plan . Investment Policy Statement; Fiduciary Investment Review; Scorecard (SM) .
http://www.montoyafinancial.com/401k.html

401(k) Investment Due Diligence — 401k Advisors & Employee ...
This is the process by which your 401k Target Date Investments gradually . of an investment option's score (which appears on our Scorecard) is style related. . Drilling Down On 401(k) Fees - Financial Advisor Magazine August 24, 2012 .
http://401k-employee-benefits.com/consultant-advisor/401-k-plans/401-k-investment-due-diligence

Judges « The InNolevation Challenge
. $5,000 ? Creative People Consulting $3,000 ? Prescient Consulting Group . Most of the judges of the InNOLEvation Challenge come from the investment . Their ranking of the top teams is guided by the scorecard (described below), but .
http://fsubizplancompetition.com/judges/

R. Paul Herman | LinkedIn
Investment advisor and portfolio manager for accredited, institutional and everyday . HIP's systematic quantitative HIP Scorecard (SM) is published in leading .
http://www.linkedin.com/in/rpaulh

Rapid Review - Scorecards and Dashboards - Itpmg.com
Consultants · Insights. Has your organization made an investment in scorecard / dashboard software? Has the money been well spent or, as is the case for many .
http://www.itpmg.com/RapidAssessment_ScorecardDashboard.html

How A Mutual Fund Works | Investopedia
Investment Advisor, Principal Underwriter, Administrator, Transfer Agent, Custodian . Fund Investment Qualities · Fund Investment Quality Scorecard ( FIQS) .
http://www.investopedia.com/university/quality-mutual-fund/chp1-introduction/mf-structure.asp

good paying jobs you can do from home

Accounting rate of return
Annuities
Capital budgeting
Cash flow
Classification of investment projects
Compound interest
Current cost accounting (CCA)
Current purchasing power (CPP)
Dependent projects
Independent projects
Inflation
Interest rate
Internal rate of return
Investment decision
Net present value
Payback period
Perpetuity
Present value
Rates of return
The time value of money


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