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ICICI Prudential PMS Absolute Return Portfolio
ICICI Prudential PMS Absolute Return Portfolio

... noticed in the returns of individual portfolios. 2) There is no assurance that the value may be unlocked during our holding period of the stock. 3) Past performance may or may not be sustained in the future. Please refer to the disclosure document. 4) The stocks / sectors mentioned hereinabove shoul ...
3i agrees sale of Inspecta to ACTA*
3i agrees sale of Inspecta to ACTA*

... London-based international investment manager, 3i Group plc (“3i”) has agreed the sale of Helsinki-headquartered Inspecta Group (“the Company”) to Netherlands-based ACTA*. ACTA* is the Dutch Holding company of Kiwa and Shield Group International. The transaction remains conditional upon approval by ...
SFST encourages Canadian investors to use HK to access China
SFST encourages Canadian investors to use HK to access China

... markets as well as the substantial fund-raising capability of Hong Kong's stock market. "Our financial services industries will continue to capitalise on the growth opportunities on the Mainland. Our markets offer an abundant supply of investment opportunities with huge growth potential to investor ...
Cap Value Fiduciary Services Equity Investment
Cap Value Fiduciary Services Equity Investment

... The information about a representative account is for illustrative purposes only. Actual account holdings, performance and other data will vary depending on the size of an account, cash flows within an account, and restrictions on an account. Holdings are subject to change daily. The information in ...
India: What Lies Ahead
India: What Lies Ahead

... Small- and mid-capitalization stocks generally trade at a discount to their larger peers—and often for good reason. These stocks can offer less transparency than large cap stocks. So there are additional elements around information discovery and evaluating the impact of market, economic, regulatory ...
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Views of Risk

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Investment Seminar
Investment Seminar

...  Numerous studies for both the US and Overseas markets have shown that groups of stocks with higher perceived risk (small companies and value companies the K Marts) have higher returns than companies with strong growth history (the growth stocks or the Wal-Marts) ...
Risk Capital Financing for SMEs
Risk Capital Financing for SMEs

... Facilitate entrepreneurship promoting access to risk capital financing Facilitate the establishment and development of new venture capital funds, motivate them invest in SME`s by offering state aid to private investors ...
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ALLAN GRAY BALANCED FUND

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Brexit Vote: The Market Impact
Brexit Vote: The Market Impact

... So, investors concerned about the impact on non-U.S. markets and economies might want to consider increasing their allocation to U.S. stocks and bonds. FactSet reports that U.S. companies derive just 2.9% of their revenue f rom Great Britain. One sweet spot f or investors may be in U.S. mid- and ...
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... earnings capacity of the bank, given its dominant domestic franchise and growing international franchise, and significant progress made toward achieving compliance with heightened capital and liquidity requirements. The affirmation also reflects the firm's strong funding flexibility, given its depos ...
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objective of the firm
objective of the firm

... business and for the efficient allocation of resources in society, we use it as our assumed objective in considering how financial decisions should be made. The purpose of capital markets is to efficiently allocate savings in an economy from ultimate savers to ultimate users of funds who invest in r ...
WF/BlackRock US Aggregate Bond Index CIT
WF/BlackRock US Aggregate Bond Index CIT

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Strong market support for European value stocks
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... The valuation gap between expensive and cheaply valued companies also remains at a very high level in Europe, thereby providing a strong reason for investors to rotate into value stocks. Current valuation dispersion levels are close to those at the peak of Eurozone crisis of July 2012, and are curre ...
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... almost entirely on its oil resources, which account for 95% of all exports and 79% of fiscal revenues.4 The recent global oil crisis has highlighted the need for significant economic diversification. With twothirds of the population depending on agriculture for food and income, it is imperative to m ...
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... as investment advice. This information is aimed at professional advisers and should not be relied upon by any other persons. Any research is for information only, does not constitute financial advice or necessarily reflect the views of the author and is subject to change. It remains the responsibili ...
Alternative Investment Fund Managers Directive (AIFMD) investor
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... invest a proportion of its portfolios in private and unquoted securities. In addition to typical investment risks there may also be some additional specific risks, including: lack of liquidity which could impact the investment trust’s ability to sell such investments at their true value; lack of pri ...
investment diversification
investment diversification

... investment. Bank and building society accounts pay regular interest and give fairly easy access to your money. They’re a good place for money you may need in the short-term, but over the longer term they offer lower potential for growth than equities, bonds or property. Additionally, your money coul ...
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Private Equity / Venture Capital Conceitos e perspectivas de

... Improvement in the recent years, today Brazil is stronger and less vulnerable to external crises. • Investment Grade • GDP growth; • Inflation down, interest rates falling and trade surplus; • International reserves are increasing and FDI is growing; • Still needed adjustment of public accounts; • I ...
Duff Young - Ontario Securities Commission
Duff Young - Ontario Securities Commission

TT15 - Possible Benchmarks for Investment Plans
TT15 - Possible Benchmarks for Investment Plans

... Bond Benchmarks Bond benchmarks vary depending on the maturity and issuer of the bonds. One of the easiest places to find the Bond Indexes is in the Interest Rates and Bonds section of the Wall Street Journal. The major Bond Index categories are listed below. While some of the Lehman Brother indice ...
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Investment management

Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).The term asset management is often used to refer to the investment management of collective investments, while the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of so-called ""private banking"".The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Coming under the remit of financial services many of the world's largest companies are at least in part investment managers and employ millions of staff.Fund manager (or investment advisor in the United States) refers to both a firm that provides investment management services and an individual who directs fund management decisions.According to a Boston Consulting Group study, the assets managed professionally for fees reached an all-time high of US$62.4 trillion in 2012, after remaining flat-lined since 2007. Furthermore, these industry assets under management were expected to reach US$70.2 trillion at the end of 2013 as per a Cerulli Associates estimate.The global investment management industry is highly concentrated in nature, in a universe of about 70,000 funds roughly 99.7% of the US fund flows in 2012 went into just 185 funds. Additionally, a majority of fund managers report that more than 50% of their inflows go to just three funds.
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