Demystifying Responsible Investment Performance
... While many of the academic studies focus on examining the impact of screened versus traditional portfolio returns, others consider the effect of voting and engagement activities on firm and portfolio performance, as well as integration into stock selection and portfolio construction. On balance, the ...
... While many of the academic studies focus on examining the impact of screened versus traditional portfolio returns, others consider the effect of voting and engagement activities on firm and portfolio performance, as well as integration into stock selection and portfolio construction. On balance, the ...
Fidelity Advisor® Series Stock Selector Large Cap Value Fund
... 6. Percent Rank in Category is the fund's total-return percentile rank relative to all funds that have the same Morningstar Category. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The top-performing fund in a category will always rec ...
... 6. Percent Rank in Category is the fund's total-return percentile rank relative to all funds that have the same Morningstar Category. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The top-performing fund in a category will always rec ...
This PDF is a selection from an out-of-print volume from... of Economic Research Volume Title: National Saving and Economic Performance
... corporations to retain or distribute earnings affects household-level consumption and saving. Do investors pierce the corporate veil and treat retained earnings as if they were their own income? Understanding this issue would certainly be important if one wanted to design policies to increase nation ...
... corporations to retain or distribute earnings affects household-level consumption and saving. Do investors pierce the corporate veil and treat retained earnings as if they were their own income? Understanding this issue would certainly be important if one wanted to design policies to increase nation ...
14. procedure for application and allotment
... a. An application for a minor must include the full names and date of birth of the minor, as well as the full names and address of the adult (Parent or Guardian) making the application on such minor’s behalf. b. An application from a corporate body must bear the corporate body’s common seal and be c ...
... a. An application for a minor must include the full names and date of birth of the minor, as well as the full names and address of the adult (Parent or Guardian) making the application on such minor’s behalf. b. An application from a corporate body must bear the corporate body’s common seal and be c ...
Victory Capital Management Inc ADV Part 2A
... accounts may vary from one client to another, whereas decisions made at the fund level will affect all fund investors. Direct Investment Advisory Services to Separate Accounts A client with a separate account enters into an investment advisory agreement with Victory Capital. This agreement, together ...
... accounts may vary from one client to another, whereas decisions made at the fund level will affect all fund investors. Direct Investment Advisory Services to Separate Accounts A client with a separate account enters into an investment advisory agreement with Victory Capital. This agreement, together ...
Mutual Funds
... Fee Structure of Investment Funds (2 of 2) • Other fees charges by mutual funds include: ─ contingent deferred sales charge: a back end fee that may disappear altogether after a specific period. ─ redemption fee: another name for a back end load ─ exchange fee: a fee (usually low) for transferring ...
... Fee Structure of Investment Funds (2 of 2) • Other fees charges by mutual funds include: ─ contingent deferred sales charge: a back end fee that may disappear altogether after a specific period. ─ redemption fee: another name for a back end load ─ exchange fee: a fee (usually low) for transferring ...
The concept of investment efficiency and its application to
... 1.2.1 We believe that the existing model of building investment management structures, focusing solely on risk and return, is too simplistic. There are other dimensions that need to be taken into account. For example, we have observed that some funds may be comfortable with their investment manageme ...
... 1.2.1 We believe that the existing model of building investment management structures, focusing solely on risk and return, is too simplistic. There are other dimensions that need to be taken into account. For example, we have observed that some funds may be comfortable with their investment manageme ...
Market Linked Securities
... • If you are considering Market Linked Securities with downside protection, does protection against moderate market declines take precedence for you over uncapped returns, dividend payments, or fixed returns? • What is your outlook on the market? • What is your sensitivity to the tax treatment fo ...
... • If you are considering Market Linked Securities with downside protection, does protection against moderate market declines take precedence for you over uncapped returns, dividend payments, or fixed returns? • What is your outlook on the market? • What is your sensitivity to the tax treatment fo ...
Agency costs
... optimal investment scale is small may be optimally governed by an insider system with concentrated ownership. In time, growth in its investment opportunities may require a larger scale of investment that implies that it should optimally switch to an outsider governance system. This would require the ...
... optimal investment scale is small may be optimally governed by an insider system with concentrated ownership. In time, growth in its investment opportunities may require a larger scale of investment that implies that it should optimally switch to an outsider governance system. This would require the ...
2015 Glossary of Senior Living Finance Terms
... prior to the call date where the refunded bonds remain outstanding for a period of more than 90 days after the issuance of the refunding issue. The proceeds of the new refunding issue are placed in an escrow account and generally invested in Treasury securities, federal agency securities, or SLGS (a ...
... prior to the call date where the refunded bonds remain outstanding for a period of more than 90 days after the issuance of the refunding issue. The proceeds of the new refunding issue are placed in an escrow account and generally invested in Treasury securities, federal agency securities, or SLGS (a ...
Infrastructure and Urbanization in the People`s Republic of China
... The recent experience of infrastructure investment in the People’s Republic of China (PRC) suggests an intertwined relationship between investment, urbanization, and economic growth. In one mechanism, urbanization generates demand for infrastructure investment, which then drives economic growth via ...
... The recent experience of infrastructure investment in the People’s Republic of China (PRC) suggests an intertwined relationship between investment, urbanization, and economic growth. In one mechanism, urbanization generates demand for infrastructure investment, which then drives economic growth via ...
Are private investors willing to pay for sustainable
... al. (2011) use data from a laboratory experiment with Spanish students, which especially includes monetary incentives, i.e. the participants had to invest real money in real existing mutual funds. However, the used amount of individual investments is rather small (i.e. 16 Euro). Furthermore, as disc ...
... al. (2011) use data from a laboratory experiment with Spanish students, which especially includes monetary incentives, i.e. the participants had to invest real money in real existing mutual funds. However, the used amount of individual investments is rather small (i.e. 16 Euro). Furthermore, as disc ...
Follow-on Biologics and Patent Reform:
... biotech industry. Under Hatch-Waxman, a small-molecule generic drug must be the same as the brand innovator drug to obtain approval. Because the active ingredient of the generic and brand compound is identical, innovator patents generally protect the brand drug from generic infringers until expirati ...
... biotech industry. Under Hatch-Waxman, a small-molecule generic drug must be the same as the brand innovator drug to obtain approval. Because the active ingredient of the generic and brand compound is identical, innovator patents generally protect the brand drug from generic infringers until expirati ...
Best Practices for Stable NAV LGIPs
... finances, including the investment of state and local government funds. Both organizations share a common goal of promoting safe, effective and efficient management of public funds, including those invested in external investment pools known as local government investment pools (LGIPs). Unlike money ...
... finances, including the investment of state and local government funds. Both organizations share a common goal of promoting safe, effective and efficient management of public funds, including those invested in external investment pools known as local government investment pools (LGIPs). Unlike money ...
EUROPEAN COMMISSION Brussels, 14.7.2016 C(2016) 4390 final
... to trading on a regulated market and for systematic internalisers (SIs) in the same asset class. It also introduced post-trade transparency requirements for investment firms in such shares. Based on the experience with MiFID I and considering that trading in shares traded only on MTFs, depositary re ...
... to trading on a regulated market and for systematic internalisers (SIs) in the same asset class. It also introduced post-trade transparency requirements for investment firms in such shares. Based on the experience with MiFID I and considering that trading in shares traded only on MTFs, depositary re ...
Accelerating infrastructure in Canada: a win win success
... ratings but are limited to the bank lending market, where tenors typically do not exceed 10 years. Since public private partnerships generate the most benefits when at least part of the private financing is long term, as in 20 – 40 years, the Bank could, in this instance, be used to enhance the cred ...
... ratings but are limited to the bank lending market, where tenors typically do not exceed 10 years. Since public private partnerships generate the most benefits when at least part of the private financing is long term, as in 20 – 40 years, the Bank could, in this instance, be used to enhance the cred ...
Efficiency Determinants and Dynamic Efficiency Changes in Latin
... American banks purchased unrelated companies that required a number of banking managers to be transferred to business areas with which they were unfamiliar. Others acquired very risky, high-expected-yield, long-term investments such as junk bonds. Taking on these risky investments, coupled with incr ...
... American banks purchased unrelated companies that required a number of banking managers to be transferred to business areas with which they were unfamiliar. Others acquired very risky, high-expected-yield, long-term investments such as junk bonds. Taking on these risky investments, coupled with incr ...
Cypress Capital Management, LLC 1 FIRM
... Business Risk: These risks are associated with a particular industry or a particular company within an industry. For example, major drilling companies depend on finding oil and then refining it, a lengthy process, before they can generate a profit. They carry a higher risk of profitability than a u ...
... Business Risk: These risks are associated with a particular industry or a particular company within an industry. For example, major drilling companies depend on finding oil and then refining it, a lengthy process, before they can generate a profit. They carry a higher risk of profitability than a u ...
collective investment schemes in emerging markets
... The CIS sector is characterized by a lot of risk to the investors which include inter alia conflict of interest, weak regulators, theft, misappropriation of assets, and deliberate abuse of the law by market players. Many investors have suffered significant financial loss while they trusted their adv ...
... The CIS sector is characterized by a lot of risk to the investors which include inter alia conflict of interest, weak regulators, theft, misappropriation of assets, and deliberate abuse of the law by market players. Many investors have suffered significant financial loss while they trusted their adv ...
19. Investments 3: Securities Market Basics
... instruments. The main organized stock exchanges are the New York Stock Exchange and the American Stock Exchange. There are also regional stock exchanges, such as the Pacific, Chicago, Philadelphia, Cincinnati, Intermountain, Spokane, and Boston Stock Exchanges, but these are very small. The largest ...
... instruments. The main organized stock exchanges are the New York Stock Exchange and the American Stock Exchange. There are also regional stock exchanges, such as the Pacific, Chicago, Philadelphia, Cincinnati, Intermountain, Spokane, and Boston Stock Exchanges, but these are very small. The largest ...
Retirement Plan Enrollment Booklet
... and your aging parents’ care at the same time. Or maybe you’re too busy worrying about the garden-variety expenses of everyday living. Any time more than one issue is competing for your attention, there’s typically a loser; in the battle of financial goals, it’s often retirement. Losing this battle ...
... and your aging parents’ care at the same time. Or maybe you’re too busy worrying about the garden-variety expenses of everyday living. Any time more than one issue is competing for your attention, there’s typically a loser; in the battle of financial goals, it’s often retirement. Losing this battle ...
Syndication Partner Choice by Foreign Venture Capital Firms in China
... Alternatively, experienced firms, with their deep knowledge and resources, might have a greater ability to employ risk reduction strategies (Petkova et al., 2013). Because of the great number of foreign firms investing in China, experienced firms might co-invest with other VC firms that they already ...
... Alternatively, experienced firms, with their deep knowledge and resources, might have a greater ability to employ risk reduction strategies (Petkova et al., 2013). Because of the great number of foreign firms investing in China, experienced firms might co-invest with other VC firms that they already ...
Asset Acquisition for Constructed Assets
... SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademar ...
... SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademar ...