Products October 29, 2006

Firm Unveils Portfolio Performance Monitoring System

A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system.
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A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system.

Compass Analytics said in a news release that its reporting tool that gives institutional and high-net-worth investors the ability to calculate and view their portfolio’s investment performance using the benchmark, time period and asset class of their choosing.

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Known as the Compass Analytics Performance System (CAPS), the tool allows investors to ask and answer questions about portfolio performance not addressed in the more traditional hard copy monthly or quarterly performance reports prepared and presented by an investment consultant.

In addition to several performance charts, CAPS also allows investors to download performance data for additional spreadsheet analysis, the announcement said.

“No matter how comprehensive a hard copy performance report, trustees will have questions that it didn’t address,” said Randall Doser, vice president of Compass Advisors and designer of CAPS.

More information is at http://www.compassanalytics.net/ca_reporting_online.html.

Products October 29, 2006

Seven New Index-Based SRI Portfolios Launched

Progressive Asset Management (PAM) announced the launch of "Progressive Track Investments" (PTI), a suite of investment products that are both socially screened and track existing benchmark indices for most major asset classes.
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Progressive Asset Management (PAM) announced the launch of “Progressive Track Investments’ (PTI), a suite of investment products that are both socially screened and track existing benchmark indices for most major asset classes.

According to a press release, the seven portfolios are screened on social and environmental grounds by PAM and then optimized by Aperio Group to replicate index benchmark performance. Each PTI portfolio may hold up to 150 individual securities.

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The seven new benchmark-tracking portfolios by asset class and benchmark are:

• large-cap growth (S&P/Citigroup 500 Growth Index);
• large-cap value (S&P/Citigroup 500 Value Index);
• mid-cap growth (S&P/Citigroup 400 Growth Index);
• mid-cap value (S&P/Citigroup 400 Value Index);
• small-cap growth (S&P/Citigroup 600 Growth Index);
• small-cap value (S&P/Citigroup 600 Value Index); and
• international (MSCI EAFE Index).

“Advisors can use Progressive Track Investments to diversify their clients’ SRI portfolios among underserved asset classes (such as small cap or international) or to create broadly diversified SRI portfolios from scratch.” PAM Director of Business Development Phil Kirshman, said in the press release.

For what was described as an “all-inclusive advisory fee’, registered investment advisers are free to choose among the PTI portfolios in any combination for their clients. An account can hold one portfolio or any combination of more than one portfolio — up to and including all seven.

PTI accounts may be held at FOLIOfn, and since the portfolios are held in separate accounts, PTI provides advisers and their clients an opportunity to vote share proxies to support their values. FOLIOfn offers an online proxy voting tool for convenience.

More information can be found at www.ProgressiveAssetManagement.com.

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