Asset Management

Asset management is the management of the investment portfolios of high net-worth individuals. Investment banks mostly provide this service. Some of the traditional and alternative services offered for asset management are not available for average investors. Under asset management, it is the manager's responsibility to determine what investments to make and what to avoid. Presented here are the financial model templates for asset management.

Designed to support medium-term investors who hold onto positions for days, weeks, or even months. Not intended for day traders…

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Our full-fledged financial model in excel format is a complete 10-year financial due diligence for an investment company, including private…

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The Grantor Trust Model measures the life time value of executing a Grantor Trust over a Non-Grantor Trust with a…

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Buy Legal Services Financial Plan. Based on years of experience at an affordable price. Generates 5-year legal services cashflow projection,…

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The Development Property Valuation calculator is suitable for accurately analysing development opportunities and projects. The Financial analysis makes use of…

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This is a comprehensive yet very friendly financial model for Rental Property Investment. You will have the option to tailor…

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Calculate the correlation coefficient between any two variables, whether they are stock indexes, asset classes, market indicators, individual securities, commodities,…

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Collateralized Mortgage Obligations Model presents a simple model where mortgage backed securities are used as a collateral.

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CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…

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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING INTEREST RATE RISK UNDER CONTROL

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CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN REALISED AND UNREALISED, SHOWING IMPACT OF EXCHANGE RATE DIFFERENCES.

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The Mortgage-Backed Securitization is the process of packaging mortgages into a Securitization Vehicle sold to a Fiduciary where it is…

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The Debt Securitization is the process of packaging debt into a Securitization Vehicle sold to a Fiduciary where it is…

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This excel template is great for those wanting a professional-looking forecast 10 years of financial statements, those starting out as…

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Private Equity Financial Model to analyze fund cashflows and returns available to Limited Partners (Investors) and General Partner (Investment Manager)…

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This Commercial Banking Valuation Model values any bank of your choice using a wide range of industry valuation methods, including…

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Commercial Real Estate Financial Model presents the case of investment into commercial real estate buildings. The model generates Profit &…

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FULLY EDITABLE ASSET ALLOCATION MODEL WITH SPECIFIC INVESTMENT SUGGESTIONS AND REALISTIC PROJECTIONS OF FINANCIAL SITUATION AT RETIREMENT AND BEYOND.

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FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KIND. Technical assistance available. A comprehensive tool to…

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Any accountant that needs to comply with IFRS will have to use the FIFO valuation method for calculating their cost…

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