- The report contains detailed information about Calamos Asset Management Inc. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
- Another part of the report is a SWOT-analysis carried out for Calamos Asset Management Inc.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
- The Calamos Asset Management Inc. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
- In the part that describes Calamos Asset Management Inc. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
- Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Calamos Asset Management Inc. business.
About Calamos Asset Management Inc.
Calamos Asset Management, Inc., together with its subsidiaries, provides investment advisory services to individuals, institutional investors, and a family of open-end and closed-end funds.
The company markets investment strategies to clients through a variety of products designed to suit their individual investment needs. It offers five types of investment products that fall into the categories of mutual funds and separate accounts.
Open-End Funds: The companys open-end fund products and services includes equity, balanced, high yield, convertible and alternative strategies. As of December 31, 2006, the company acted as the investment advisor to 10 open-end funds offered to customers primarily through financial intermediaries. Calamos Advisors manages the strategies of each of the open-end funds. The companys funds include Growth, Blue Chip, Value, International Growth, Global Growth and Income, Multi-Fund Blend, Growth and Income, High Yield, Convertible, and Market Neutral Income.
Closed-End Funds: The company introduced its closed-end fund, the Convertible Opportunities and Income Fund, in 2002. The company operates as a manager to combine different asset classes in a single closed-end offering. It acts as the investment advisor to four closed-end funds, each of which trades on the New York Stock Exchange. The companys funds include Convertible Opportunities and Income, Convertible and High Income, Strategic Total Return, and Global Total Return.
The companys separate accounts include institutional accounts, managed accounts and alternative investments.
Institutional Accounts: Institutional accounts are separately managed accounts for certain investors, such as private pension funds, public funds and endowment funds, offered through consultants, broker-dealer intermediaries and directly by the company. It has approximately 400 institutional accounts, including commingled funds and sub-advised relationships.
Managed Accounts: The companys approximately 22,000 managed accounts are individual portfolios of securities offered primarily through 19 national and regional broker-dealer platforms.
Alternative Investments: Alternative investment products include private investment vehicles, primarily hedge funds, offered directly by the company to qualified individual and institutional investors. The company, in the year 2007, launched a market neutral opportunities fund for qualified investors. It also offers an equity-oriented alternative investment product.
Other Advisory Services
The company provides wealth management services, including asset allocation, to high net worth individuals, family offices and foundations. Its wealth management group offers asset allocation advice. The companys individualized services include offering managed portfolios of mutual funds and separate accounts in both taxable and tax-deferred accounts; developing and executing multi-generational investment policies, asset management and income distribution plans; managing retirement, profit sharing and deferred compensation plans; providing asset allocation and investment management for foundations and endowments; and integrating alternative investments into a comprehensive financial plan.
Calamos Financial Services offers investment guidance and account support to self-directed investors.
Calamos Asset Management, Inc. was founded in 1977.
The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.
1. CALAMOS ASSET MANAGEMENT INC. COMPANY PROFILE
1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History
2. CALAMOS ASSET MANAGEMENT INC. BUSINESS OVERVIEW
2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units
3. CALAMOS ASSET MANAGEMENT INC. SWOT ANALYSIS
4. CALAMOS ASSET MANAGEMENT INC. FINANCIAL ANALYSIS
4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot
5. CALAMOS ASSET MANAGEMENT INC. COMPETITORS AND INDUSTRY ANALYSIS
5.1. Calamos Asset Management Inc. Direct Competitors
5.2. Comparison of Calamos Asset Management Inc. and Direct Competitors Financial Ratios
5.3. Comparison of Calamos Asset Management Inc. and Direct Competitors Stock Charts
5.4. Calamos Asset Management Inc. Industry Analysis
5.4.1. Financial Services Industry Snapshot
5.4.2. Calamos Asset Management Inc. Industry Position Analysis
6. CALAMOS ASSET MANAGEMENT INC. NEWS & EVENTS
6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events
7. CALAMOS ASSET MANAGEMENT INC. EXPERTS REVIEW1
7.1. Experts Opinion
7.2. Experts Estimates
8. CALAMOS ASSET MANAGEMENT INC. ENHANCED SWOT ANALYSIS2
9. UNITED STATES PESTEL ANALYSIS2
9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors
10. CALAMOS ASSET MANAGEMENT INC. IFE, EFE, IE MATRICES2
10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix
11. CALAMOS ASSET MANAGEMENT INC. PORTER FIVE FORCES ANALYSIS2
12. CALAMOS ASSET MANAGEMENT INC. VRIO ANALYSIS2
APPENDIX: RATIO DEFINITIONS
LIST OF TABLES
Calamos Asset Management Inc. Key Facts
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Calamos Asset Management Inc. Key Executives
Key Executives Biographies1
Key Executives Compensations1
Calamos Asset Management Inc. Major Shareholders
Calamos Asset Management Inc. History
Calamos Asset Management Inc. Products
Revenues by Segment
Revenues by Region
Calamos Asset Management Inc. Offices and Representations
Calamos Asset Management Inc. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Calamos Asset Management Inc. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Calamos Asset Management Inc. Capital Market Snapshot
Calamos Asset Management Inc. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Financial Services Industry Statistics
Calamos Asset Management Inc. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Calamos Asset Management Inc. Consensus Recommendations1
Analyst Recommendation Summary1
Price Target Summary1
Experts Recommendation Trends1
Revenue Estimates Analysis1
Earnings Estimates Analysis1
Revenue Estimates Trend1
Earnings Estimates Trend1
LIST OF FIGURES
Calamos Asset Management Inc. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Calamos Asset Management Inc. 1-year Stock Charts
Calamos Asset Management Inc. 5-year Stock Charts
Calamos Asset Management Inc. vs. Main Indexes 1-year Stock Chart
Calamos Asset Management Inc. vs. Direct Competitors 1-year Stock Charts
Calamos Asset Management Inc. Article Density Chart
1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.
SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.
Enhanced SWOT Analysis
Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:
- How to use the strengths to take advantage of the opportunities?
- How to use the strengths to reduce likelihood and impact of the threats?
- How to overcome the weaknesses that obstruct taking advantage of the opportunities?
- How to overcome the weaknesses that can make the threats a reality?
Upon answering these questions a company can develop a project plan to improve its business performance.
PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.
Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.
Key Factors Examined by PESTEL Analysis:
- Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
- Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
- Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
- Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
- Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
- Legal – What laws and legislation will exert influence on the style the business is carried out?
IFE, EFE, IE Matrices
The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.
The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.
The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.
Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.
Porter Five Forces Analysis
The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:
- What composes a threat of substitute products and services?
- Is there a threat of new competitors entering the market?
- What is the intensity of competitive rivalry?
- How big is the bargaining power of buyers?
- How significant is the bargaining power of suppliers?
VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:
- Tangible resources
- Intangible resources
- Innovation and Creativity
- Organizational capabilities
The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:
- Costly to imitate?
- Organized properly?