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July 13, 1998 01:00 AM

WILSHIRE ADDS MODELING FEATURES TO SOFTWARE: NEW FUNCTIONS FOR GIFT, SPENDING ANALYSIS INCLUDED

Steve Hemmerick
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    SANTA MONICA, Calif. -- Wilshire Associates Inc. has built new functions into its Compass consulting software to help endowments and foundations.

    One new software feature, called the Wilshire Spending Model, uses Monte Carlo statistical simulations to identify the implications of different spending policies and investment policies.

    A second new feature is the Gift Annuity Model. The software, using mathematical models, indicates whether an intended gift annuity is likely to cost the endowment money if the donor lives beyond an expected number of years.

    "The results (gained through using the model) can be fairly surprising sometimes," said Charles Stunkard, a vice president with Wilshire. For further information, contact Rob Knowles at Wilshire at (310) 260-6653.

    New BondEdge version adds nondollar modeling

    LOS ANGELES -- Capital Management Science Inc. released a new version of BondEdge for Windows software, version 3.1, that enables investors to analyze, through modeling, nondollar securities within predominantly U.S. fixed-income portfolios.

    CMS' new function is needed because more U.S. money managers are putting more non-U.S. instruments in their portfolios, said Teri Geske, senior vice president at CMS.

    Sandie Kinchen, a vice president with Fremont Investment Advisors, San Francisco, a user of the new version, said, "When we are able to more efficiently incorporate domestic as well as multicurrency securities in our analysis, we can better focus on our total fixed-income portfolio strategy."

    For further information, contact Ms. Geske at (310) 479-9715.

    3 more license CAMRA 2000 Derivatives

    WINDSOR, Conn. -- Three money managers licensed software upgrades to CAMRA 2000 Derivatives for Windows NT.

    They are Citicorp Credit Services Inc., Kansas City, Mo.; Sanwa Business Credit Corp., New York; and U.S. Central Credit Union. CAMRA 2000 Derivatives, also known as The Savid System, is designed to process and analyze all activities related to debt and derivative portfolios.

    IBC USA acquires PSN, Effron

    BOSTON -- Plan Sponsor Network and Effron Enterprises Inc. have been acquired by IBC USA Inc., Boston.

    Barry J. Effron, founder of the acquired companies, will continue as president of each, according to a statement from IBC USA, a financial information company.

    PSN offers money manager performance evaluation software to more than 600 users. Effron provides customized portfolio accounting and performance measurement software.

    Peter Rigby, chief executive of IBC, stated he plans to market PSN and Effron products beyond the United States.

    Year 2000 priority for CalPERS

    SACRAMENTO, Calif. -- Making sure software for the $140 billion California Public Employees' Retirement System functions properly in the year 2000 is a high priority, according to the 1998-'99 annual plan for the pension fund.

    The annual plan also stated CalPERS is upgrading its computers.

    Thomson sets up link with Bond Express

    SAN DIEGO -- Thomson Municipal Market Monitor, an electronic service, will provide a link through the Internet to Bond Express, a large database of bond offerings, under a new agreement.

    TM3 electronically integrates municipal news, data and analysis.

    TM3 officials decided to use an external source for bond offerings rather than continue to collect the data themselves, stated Renata Morgenstern, executive vice president of Thomson Municipal Group.

    More information may be obtained by contacting Jack Simkin of Bond Express LP, at (619) 578-7300.

    Telekurs, Xcitek sign with ActionService

    NEW YORK -- Telekurs (USA) Inc. and Xcitek Inc., both of New York, will be suppliers of corporate action information to Boston-based Fidelity Technology Solutions' ActionService, an electronic database.

    ActionService is a global corporate actions processing service for money managers and others in the financial service industry.

    Further information can be obtained by contacting Jane Peugh by phone at (617) 563-1712 or via e-mail at [email protected]

    Belvedere offers Manager's Desktop

    BOSTON -- Belvedere Financial Systems Inc. has released Manager's Desktop, a software program that permits viewing and compiling of information and reports from Belvedere's OpenPerformance Measurement & Attribution System.

    Manager's Desktop eases the retrieval of performance and attribution information in reports and graphics, said Bruce Hopkins, product manager for Belvedere's OpenPerformance. For more information, contact Deborah Evans at Belvedere at (617) 210-6312.

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