CHAPTER 8 n CREATING SALES PERFORMANCE REPORTS WITH SUGARCRM 169
Investment Tracking
with Fidelity
It??™s easier to invest money than ever before. You can invest in companies around the
globe with just a phone call or a few clicks of your mouse. You can put your money in a
seemingly infinite number of vehicles for those same companies, such as mutual funds
(which contain a selection of companies in the same stock) or index funds (which mirror
the movement of entire industries??™ worth of stock). You can even invest in extremely
complicated derivatives, which are related to the underlying stock (or, for that matter,
other security) and minimize risk for one party while increasing the potential reward for
the other.
Along with the increased number of investment options, the pace of the economy
continues to get faster. So, it becomes harder and harder to keep up with the status of all
of your current and future investments. Yet, you need to be able to take rapid action to
respond to changing marketplace conditions, which means you want to be able to follow
those changing conditions quickly and easily.
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