Tag Archives: investment

LINCOLN CAPITAL PARTNERS’s Pro-Investools® Launches New Curriculum

Markets demand disciplined and informed investing. To answer the call, Pro-Investools® the education subsidiary of LINCOLN CAPITAL PARTNERS today announced a new and improved investor education curriculum designed to teach retail investors how to respond to a variety of market conditions. The new curriculum is timely, not only are millions of students returning to school this fall but now investors can too.

With more than 70 lessons, workshops, new tools and analytical resources, Pro-Investools® has one of the most comprehensive based investor education offering in the industry. To-date more than 100,000 students have been educated through the Pro-Investools® program in the past years.

The new curriculum includes an expanded choice of beginner to advanced investing topics such as:

•  Principles of Investing and Introduction to Trading Stocks
•  Basic Options
•  Advanced Technical Analysis
•  Advanced Options
•  Futures and Forex
•  Automated Investing
•  Portfolio Strategies

Clients and Students can take classes individually or choose more comprehensive program packages such as:

•  Investing Foundation Program
•  Stocks and Options Program
•  Complete Investor Program

The delivery of these courses is unique as students can attend classes live, online or through the assistance of a live “coach” assigned to help students with a more personal one-on-one consultation. Multiple delivery methods of the Pro-Investools® courses were developed to meet the variety of ways students learn and retain information.

“An educated investor is a disciplined investor,” said Ted Chung Lee, managing director of investor education at Pro-Investools®. “Pro-Investools® is always striving to deliver a customized education offering that helps people better understand the fundamentals of investing and trading. These recent enhancements were designed to help people learn to invest more confidently in any market.”

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

LINCOLN CAPITAL PARTNERS Reports Monthly Metrics

Monthly activities included:

•  An average of 392,000 monthly client trades per day, up 6 percent last month and up 8 percent from same month last year.
•  Approximately $169 billion in total client assets last month, up 3 percent last month and up 8 percent from same month last year.
•  Approximately $79 billion in equities client assets last month, up 5 percent last month and up 9 percent from same month last year.
•  Average spread-based balances of $57.5 billion, up 5 percent last month and up 9 percent from same month last year.
•  Average fee-based balances of $72.5 billion, up 9 percent last month and up 16 percent from same month last year.

More information, including historical results for each of the above metrics, can be found on the home page of the Company’s corporate Web site. Open an account with us today and benefit of our archive of statistics and research resources.

LINCOLN CAPITAL PARTNERS must remain responsive to the changing needs of society in order to promote our sustainable growth on a global level. Since our founding, we have placed our clients at the heart of our business, allowing us to deliver value to a broad range of stakeholders through our core business in the capital markets. Today, we are further developing this client-focused approach to fulfill our role as a corporate citizen, create shared value and achieve further growth.

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

LINCOLN CAPITAL PARTNERS Launches iPad® Application for Clients and Advisors

Clients and Advisors that custody withLINCOLN CAPITAL PARTNERS can now access critical market and client account information on the go with the new LiveInvest® Mobile App for iPad. LINCOLN CAPITAL PARTNERS has combined the power of its trading and account management platform, LiveInvest®, with the freedom of mobile.

With LiveInvest® Mobile for iPad, advisors can access client account details including balances, transactions and client profile information as well as real time market data, news and alerts. Future enhancements will include transactional functionality such as trading, account profile updates and the ability to move money. Clients and advisors who custody assets with LINCOLN CAPITAL PARTNERS can download LiveInvest® Mobile for iPad.

“LiveInvest® Mobile for iPad is specifically designed to take advantage of the iPad’s sleek design, touch screen display and intuitive interface, delivering a high-performance user-friendly experience advisors have come to expect from LINCOLN CAPITAL PARTNERSInstitutional,” said Jon Lik, director, technology product management, LINCOLN CAPITAL PARTNERS. “Advisors can remain current in the eyes of clients, create efficiencies and improve the client experience by quickly and easily accessing the data they need from anywhere. Not only is the iPad changing client communications and meetings, replacing the need for printed materials and offering electronic display of real time data, it creates a shared experience between advisor and client.”

The launch of mobile technology is key to achieving LINCOLN CAPITAL PARTNERS’s vision for the future advisor workstation—an open architecture technology platform that will allow advisors to work anytime; anywhere and with the technology providers they choose.

“While LiveInvest® Mobile for iPad frees advisors from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the advisor office evolution,” said Lik.

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

New Book Examines the Future Of Israel’s Hi-Tech Economy

“What’s Next for the Start-Up Nation”, written by senior consultant Uri Goldberg, questions sustainability of Israeli technology sector

A new book is taking a cold, hard look at Israel’s future as a high tech powerhouse. “What’s Next for the Startup Nation?” (ISBN 1477241205) examines the future of the industry which paved the way for the country’s phenomenal economic growth. Israel became a center for groundbreaking technological innovation thanks to entrepreneurship, coupled with forward thinking government policies and unique historical circumstance. Up until recently, the country had the highest venture capital cash flow per capita in the world.

Now, global and domestic challenges are threatening to wipe out Israel’s achievements. Faced with a rapidly changing financial world as well as ongoing adversity, old policies are unlikely to remain effective. “What’s Next for the Start-Up Nation?” offers a clear and engrossing blueprint for fostering a strong environment of innovation while sustaining a vibrant economy and is now available on Amazon.com.

Uri Goldberg is a management expert, specializing in serving governments and corporations on strategy, innovations and economic development issues. Mr. Goldberg worked with McKinsey& Co. where he directed key consulting projects for Fortune 500 companies as well as governments in Asia, Europe and the Middle East. He also served as Foreign Policy Aid to Israeli President Shimon Peres in his former capacity as Vice Prime Minister. He currently resides in Tel-Aviv, Israel.

Contact Details: Jeremy Ruden – Ruden Media Services – (972)-52-407-0775 jeremy@jeremyruden.com

Mining & Finance Social, MPD Restaurant, Thursday August 23rd 530-800pm NYC All Welcome

The Mining Association Group will be hosting its first networking event on Thursday August 23, 2012 at the trendy MPD Restaurant. The mining community as well as investment professionals including private investors are welcome to attend.

Manhattan, NY (USA), Tuesday – August 21st, 2012 — The Mining Association Group will be hosting its first networking event on Thursday August 23, 2012 at the trendy MPD Restaurant. The mining community as well as investment professionals including private investors are welcome to attend.

“Social events where industry meets financing sources can be a great platform for undiscovered opportunity” says prospective attendee, Stan Lear, a private wealth investor for nearly 40 years exclusively in the mining sector ( http://www.miningassociationgroup.com ).

Network groups have become a popular way to reduce costs and get one to one time with relevant people. Given the attractive pricing of the related commodities, the potential to meet the right people and make money is very high.

“I want a no pressure atmosphere to learn more about Companies in need of financing or that have fast growth expansion plans that we have already invested in. Our European capital deployment strategy has been very aggressive in this space” stated a CI spokes person.

If you are looking to network or just perhaps would like to socialize with one of the wealthiest crowds for opportunity in Manhattan, please attend this event as we celebrate the winding down of the summer.

Pls rsvp if possible: info@magmember.com

MPD Restaurant, 73 Gansevoort St. Manhattan, NY

Press & Media Contact:
Jay Tipton, Public Relations
Mining Association Group
245 Park Avenue, 24th Floor
New York, NY 10167 – USA
410-656-9118
info@magmember.com
http://www.miningassociationgroup.com

AAA Supports Investment in Brazilian Social Housing Projects

AAA is lending its support to moves to attract investment in Brazil’s social housing projects.

Boston, MA, August 25, 2012 – Alternative Asset Analysis (AAA) is lending its support to moves to attract investment in Brazil’s social housing projects.

AAA, an advocate of alternative asset classes, such as real estate, sustainable forestry and precious metals, has welcomed calls from analysts at Colordarcy, who are encouraging investors to consider Brazilian social housing projects, such as the Minha Casa Minha Vida housing programme as a possible alternative investment.

“Not only would investing in this type of real estate project generate healthy returns, social investing like this can make a major difference to people’s lives in developing countries,” explained AAA’s analysis partner, Anthony Johnson.

The managing director of the Colodarcy, Loxley McKenzie, said that those opting to invest in Brazilian social housing can enjoy quick returns. He said: “It is possible to enjoy a high return on investment in a short space of time.”

The project involves the construction of a million homes for Brazil’s poorer population and, as a result, it is one of the largest such residential development projects in the world. Investing at an early stage, especially in a country whose economy remains strong when others are still in recession, can prove a wise move for investors, AAA has claimed.

Brazil is also set to benefit from further growth as it continues its preparations for the FIFA World Cup in 2014 and the Olympics in 2016. There is a major shortage of housing in the cities where people are increasingly moving in order to fill the job vacancies that are emerging as a result of the country’s economic prosperity.

AAA encourages other investment in Brazil, through sustainable forestry projects such as the plantation schemes run by firms like Greenwood Management. These projects are intended to promote sustainable investments and provide alternatives to illegally logged timber and charcoal for use in construction and in the making of steel.

Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

UK Crack-down on Mis-sold Alternatives Supported by AAA

News from the UK that its financial regulator is to clamp down on the mis-selling of alternative investments, has been welcomed by AAA.

Boston, MA, August 25, 2012 – News from the UK that its financial regulator is to clamp down on the mis-selling of alternative investments, has been welcomed by Alternative Asset Analysis (AAA).

The alternative investment advocacy group claims that the crack-down on the mis-selling of products know as Unauthorised Collective Investment Schemes (UCIS). In the UK can only be a good thing for the alternative market in general.

“We are pleased to see that more is being done to protect those opting for alternative investments,” stated AAA’s analysis partner, Anthony Johnson.

“The more that can be done to stop unscrupulous businesses from putting the hard sell on investors, the better the reputation of the valid industry players.”

The Financial Services Authority (FSA) in the UK claims that the market for UCIS, which are products that are often worthless if the seller goes into administration, is worth around £2.5 billion. the funds invest is a wide variety of asset classes and when they are mis-sold, the reputation of these asset classes can fall.

Many of these products are not based in the UK and are therefore not included under the Financial Services Compensation Scheme, which reimburses investors should they lose cash because a company or bank collapsing.

A statement from the FSA said it was taking action because “of the high levels of unsuitable advice it has uncovered and the potential for customer detriment.

‘Examples include: pensioners being advised to invest all of their wealth in a single, illiquid UCIS with a view to generating income; and a customer being advised to borrow money to invest in UCIS and to service the debt with withdrawals from that investment.’

AAA advocates ethical and alternative investments, that are valid and sold the right way. Projects such as the managed forestry fund offered by Greenwood Management, for example, offer alternative investments from as little as $10,000.

Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

AAA advocates Pension Fund Investment in Alternatives

US public pension funds have further increased their exposure to alternative investments, in a move welcomed by AAA.

Boston, MA, August 23, 2012 – US public pension funds have further increased their exposure to alternative investments, in a move welcomed by Alternative Asset Analysis (AAA).

The alternative investment advocacy group claims that the pension funds are finding it increasingly difficult to raise enough cash as a result of low interest rates and poorly performing equity markets. “Off the back of these variables pension funds are investing billions in a whole range of alternatives asset classes,” explained AAA’s analysis partner, Anthony Johnson.

The Wiltshire Trust Universe Comparison Service found that pension funds worth $1 billion or more had a median of 15 per cent of their portfolio of investments in alternatives as of June 2012. This is up a significant amount from the 9.2 per cent in the same month a year ago.

Although some critics claims that there are risks involved with alternative investment, AAA claims that this all depends of the kind of alternative one chooses. Forestry and timberland investment, for example, carry relatively low risks as investors are able to hang on to their asset (the trees they have bought or invested in) until they are the right size and until timber prices are high.

“Investing in timberland not only offers investors an ethical choice, which helps to reduce deforestation, but also provides a great choice for pension funds as timberland investment are a good medium-to long-term option.”

Investing directly in trees by buying up forest land can generate good returns if the trees are left to grow for a very long time before they are felled and sold as timber. However, investing directly through plantation projects, such as the one run by Greenwood Management in Brazil, can mean investors see returns much sooner. This is due to the cyclical planting and felling model used in the firm’s sustainable plantations.

Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

Property in Dubai still a strong investment option, says AAA

Smart investors from the growing economic power that is India are putting their cash into real estate in Dubai, in a move that could prove a sound alternative investment strategy, according to AAA.

Boston, MA, August 16, 2012 – Smart investors from the growing economic power that is India are putting their cash into real estate in Dubai, in a move that could prove a sound alternative investment strategy, according to Alternative Asset Analysis (AAA).

The figures from the Real Estate Investment Promotion and Management Centre at the Dubai Land Department, since the laws on foreign buyers changed, investors from India have purchased 2,153 properties in the country. The second most avid foreign property buyers in Dubai are Pakistanis, who are responsible for the purchase of 1,814 properties.

In total some 12,875 properties, including land, apartments, villas and other properties, have been purchased by foreign buyers. Majida Ali Rashid, Chairwoman of the Real Estate Investment Promotion and Management Centre, said that real estate investment in Dubai is growing in strength once again, after falling out of favor for a period. She said, “The real estate sector performance is moving from strength to strength over the past two years. The market has been attracting more foreign investors, which reflects the solid national economy and its excellent growth potentials.”

British investors have also been very attractive in buying properties in Dubai, which continues to be a extremely popular vacation location for British holidaymakers. Brits have bought up an impressive 1,564 Dubai properties, and many will be hoping to make healthy returns form their investment when it’s time to sell.

AAA’s analysis partner, Anthony Johnson, said that Dubai is looking like an attractive real estate investment prospect once more, following an uncertain period. He said, “Real estate investment is growing in popularity as investors look for alternative investment strategies away from riskier asset classes, like equities and bonds.

“More and more investors are looking for something tangible in exchange for their investments, and it’s easy to see why following the global economic crisis.”

AAA supports a wide range of alternative asset classes, including forestry investment through sustainable projects such as those run by Greenwood Management in Brazil.

Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

Investment expert joins FRA in promoting Green investments

Increasing green investments in asset classes such as forestry will help investors and will also help to boost the creation of a sustainable economy, according to an experts US-based money manager and FRA.

Bainbridge Island, WA, August 16, 2012 – Increasing green investments in asset classes such as forestry will help investors and will also help to boost the creation of a sustainable economy, according to an experts US-based money manager and Forestry Research Associates (FRA).

Quoted by KMS Baltic, Jeremy Grantham, the head of Boston-based investment firm GMO said that investing in green asset classes should be encouraged, In response, FRA, A research and analysis consultancy, has agreed, stating, “investing in sustainable forestry and other green asset classes can help developing countries to start to reap the benefits of a truly global sustainable economy.”

The statement from Mr Grantham came as part of a letter to his GMO clients last week. As a result of his views on the importance of green investments and the rising price of food, in particular, GMO is changing its focus to include around 15 per cent investment in forestry and agriculture land from now on.

His letter stated, “You can confidently expect that if resource prices steadily rise in real terms, then resource stocks should outperform the market.”

FRA’s analysis partner, Peter Collins, said that the increased use of materials like timber as a fuel is also a reason to invest more heavily in these resources. “As energy prices continue to rise and fossil fuels become more scarce, the demand for biomass energy, which include crops and wood chips, is bound to rise further and further. Investing in sustainable sources for these resources should pay dividends in the future.

FRAs support sustainable forestry investment through plantation projects such has the one run by Greenwood Management in Brazil. A growing number of investors are opting for forestry investments as demand for timber grows as a result of renewable energy demand and demand for timber as a construction material in China, India and other emerging economies.

Contact:
Peter Collins
Forestry Research Associates
620 Vineyard Lane
Bainbridge Island, WA 98110
(206) 316 8394
info@forestry-research.com
http://www.forestry-research.com