Monthly Archives: November 2017

Did You Know? | How to use Portfolio Turnover

Portfolio Turnover measures the frequency of trading a fund manager undertakes, compared to the NAV. It can be a useful metric for examining whether levels of trading are too high – if excess trading is occurring, and hence incurring high costs without high returns. APM lets you view Portfolio Turnover on a Monthly basis, a […]

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Did You Know? | Cross-Currency Transactions

Using Arbor Portfolio Management Systems, you can easily book cross-currency trades for equities and CFDs. Cross-currency transactions – what they are A cross-currency transaction is a trade in which local and settlement currencies are different. This can be a base cross-currency trade, if the settlement or trade currency is the same as the fund’s base […]

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APM 2017.10 is out now!

Check out our new and latest improvements – specifically designed to help you stay informed on your price sources, current FIX connectivity levels, and more. New Features Order Entry and Order Reporting Both the Order Entry and Order Reporting pages will now provide the current status of FIX Engine connectivity levels. Trade Entry and Product […]

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Did You Know? | Portfolio Rebalancing

Arbor allows you to rebalance your portfolio, helping you keep control of the level of risk you take on. Portfolio Rebalancing – what it is Portfolio Rebalancing is a simple method of achieving a target asset allocation, to ensure that your assets are realigned according to your security preferences after market fluctuations (for example, to […]

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