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High Dividend Value Select UMA Schafer Cullen
High Dividend Value Select UMA Schafer Cullen

... more concerned about risk. Consequently there is increasing demand for lower-risk investment strategies. However, while many such strategies lessen downside risk, they may reduce upside potential even more. Many investors seem to believe that they must take above average risks to achieve above avera ...
Dynamic Power Canadian Growth Fund Series A
Dynamic Power Canadian Growth Fund Series A

... amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before makin ...
5vcforum - Attica Ventures
5vcforum - Attica Ventures

... Numerous laws and ministerial decrees Unclear which apply and which have been repealed It is possible to interpret that pension funds can invest in PE based on Article 13 of Law 1902/1990: ΄΄.....Likewise they are permitted to purchase and sell all types of shares with a prior joint decision of the ...
Dreyfus Total Emerging Markets Fund
Dreyfus Total Emerging Markets Fund

... currencies will decline in value relative to the U.S. dollar, or, in the case of hedged positions, that the U.S. dollar will decline relative to the currency being hedged. Foreign Investment Risk: Investing in foreign denominated and/or domiciled securities involves special risks, including changes ...
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What is a Secondary? - Voya Investment Management
What is a Secondary? - Voya Investment Management

... Private equity investments are subject to various risks. These risks are generally related to: (i) the ability of the manager to select and manage successful investment opportunities; (ii) the quality of the management of each company in which a private equity fund invests; (iii) the ability of a pr ...
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... scheme additional to the salary, the manager usually adopts a risk adverse position in controlling the capital by selecting a more conservative but less profitable portfolio. The type of banking investors could also represent an extra source of risk disparities among institutions, since banks can be ...
DRAFT 2/13/13 [Sample comment letter] [Insert date] Ms. Elizabeth
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... what courses of action are important to our company and all its constituents, including our shareholders. In today’s world of ever-faster turnover of institutional positions, it is more important than ever that we have more current information regarding the identity of our institutional shareholders ...
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Zimbabwe`s High Level Investment Conference

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Syllabus - KEI Abroad

... COURSE SYLLABUS DAY/TIME : LECTURER : CREDITS: 3 UNITS COURSE DESCRIPTION The application of financial principles to problems involving identification of both the needs and sources of funds, the timing, acquisition, allocation and control of usage of funds by organizations with emphasis on business ...
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Internet kills the video star?

... These views are subject to change. This newsletter is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument mentioned in this commentary ...
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MainStay Epoch Global Equity Yield SMA

... hold similar portfolios of investments, in other portfolios or products it manages (including mutual funds). These may be available at Morgan Stanley or elsewhere, and may cost an investor more or less than this strategy in the Morgan Stanley Fiduciary Services program. The portfolio may, at times, ...
Dynamic Global Value Fund Series G
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... amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before makin ...
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VictoryShares US Multi-Factor Minimum Volatility ETF
VictoryShares US Multi-Factor Minimum Volatility ETF

... visit www.victorysharesliterature.com, call your Financial Advisor, or call shareholder services at 1.866.376.7890. Read the prospectus carefully before investing. Investing involves risk, including the potential loss of principal. There is no guarantee that the Fund will achieve its investment obje ...
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investment diversification

... risk. When you are young you may want to invest in assets with a higher potential for growth but greater risk, growth. As you get closer to retirement you may want to choose more conservative investments that are steadier in both risk and return. There is a wide variety of different asset classes av ...
FE 620: FINANCIAL THEORY WITH CORPORATE APPLICATIONS
FE 620: FINANCIAL THEORY WITH CORPORATE APPLICATIONS

... This course prepares students with an understanding of financial theory and how modern finance is used by firms for strategic and tactical decision making. The course is divided into two parts. The first part applies scientific principles to financing, valuation, investment and capital budgeting dec ...
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Investment banking

An investment bank is a financial institution that assists individuals, corporations, and governments in raising financial capital by underwriting or acting as the client's agent in the issuance of securities (or both). An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, and FICC services (fixed income instruments, currencies, and commodities).Unlike commercial banks and retail banks, investment banks do not take deposits. From 1933 (Glass–Steagall Act) until 1999 (Gramm–Leach–Bliley Act), the United States maintained a separation between investment banking and commercial banks. Other industrialized countries, including G7 countries, have historically not maintained such a separation. As part of the Dodd–Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank Act of 2010), the Volcker Rule asserts full institutional separation of investment banking services from commercial banking.The two main lines of business in investment banking are called the sell side and the buy side. The ""sell side"" involves trading securities for cash or for other securities (e.g. facilitating transactions, market-making), or the promotion of securities (e.g. underwriting, research, etc.). The ""buy side"" involves the provision of advice to institutions concerned with buying investment services. Private equity funds, mutual funds, life insurance companies, unit trusts, and hedge funds are the most common types of buy side entities.An investment bank can also be split into private and public functions with an information barrier which separates the two to prevent information from crossing. The private areas of the bank deal with private insider information that may not be publicly disclosed, while the public areas such as stock analysis deal with public information.An advisor who provides investment banking services in the United States must be a licensed broker-dealer and subject to U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) regulation.
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