Please Note:
This profile was automatically generated using 57 references found on the Internet. This information has not been verified. Learn more...
This profile was automatically generated using 57 references found on the Internet. This information has not been verified. Learn more...
View all 57 references Web References
-
1. www.onwallstreet.com
www.onwallstreet.com/asset/art - [Cached]Published on: 8/25/2008 Last Visited: 8/25/2008
"Regardless of economic conditions, advisors who succeed at managing the expectations of their investors can help mitigate some of the negative effects," according to a statement from David Lo, director of investment services at J.D. Power and Associates.Keeping investors informed about the health of their portfolios by conducting reviews and including performance information on customers' account statements could greatly influence investor satisfaction, he added. -
2. www.prnewswire.com
www.prnewswire.com/cgi-bin/sto - [Cached]Published on: 7/30/2008 Last Visited: 7/30/2008
"Current economic conditions, as reflected in declines in stock market indices, have heightened investor awareness of portfolio performance," said David Lo, director of investment services at J.D. Power and Associates.
...
"Our advice to investors is that while portfolio performance is of primary importance, it is only one of several dimensions that drive investor satisfaction," said Lo. -
3. EndTrust - EndTrust in the news
www.endtrust.com/7.asp - [Cached]Published on: 1/8/2007 Last Visited: 7/9/2008
"As the new-vehicle financing environment adjusts to increasing rates and compressed margins, credit unions are positioning themselves as strong competitors to the established captives, banks and independents," David Lo, senior research manager of automotive finance for J.D. Power, said in a press release.
