Publisher :Business Spreadsheets Date added : 10-Jan-2003 Rating : File size :
Shareware - Time Limit
Price : $ 18.00 OS :
UpdateDate : 30-Sep-2010 Requirements :
128MB RAM,10 MB of hard-disk space for program installion.
Portfolio Optimization's Information
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.
The key features of the Portfolio Optimization template include: - Ease and flexibility of input, with embedded help prompts. - Ability to specify the number of units held in each product or business. - Specify minimum and maximum constraints for the optimized portfolio. - Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk. - Modify correlation matrix and portfolio dynamics before optimization process. - Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.
The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project from start to finish. A collaborative project management solution using Excel.
The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems.
The Investment Valuation template is ideal for evaluating a wide range of investment and business case scenarios. While it is based on the traditional discounted cash flow method of valuation, its also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making.
The key features of the Investment Valuation template include: - Ease and flexibility of input, with embedded help prompts. - Cost of capital calculation. - Economic value added valuation with flexibility on identifying economic costs with specific amortization periods. - Accurate handling of asset purchase, disposal and depreciation with capital and gearing impacts. - Evaluation of new investments or changes to existing investments. - Unique 'finite' terminal value calculation alternative to mimic product and investment life cycles. - Unique Comparative Investment Score can be set to evaluate and prioritize different investments, depending on the prevailing business environment.
The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilizes a range of commonly employed statistical measures to test the validity of the analysis, results are summarized in text for ease of use. Once relationships have been identified, forecasting can be accomplished based on a range of available methodologies. The intuitive step-by-step usage flow enables you to develop strong forecasts for your projects in a timely manner.