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March 22, 2000
March 22, 2000

Jean-Michel Maeso
Jean-Michel Maeso

... Research, development and implementation of investment solutions (structured products and systematic strategies) on equities, fixed income, credit and currencies (coding in Matlab and VBA) Bimensual meeting with the CIO: trade ideas proposals, tools development, projects in progress Quaterly meeting ...
structured return for all market conditions
structured return for all market conditions

... “Structured Return aims to deliver results whatever is going on in the markets. Like our other liquid alternative strategies, it is very resilient,” says Allianz Global Investors managing director Jeff Sheran. ...
Centurion: Real Estate as an alternative to fixed income
Centurion: Real Estate as an alternative to fixed income

... average equity required for a purchase would be substantially larger than that required to buy a few shares of stock in a publicly listed company. Whereas regular stock market investors need to have no specific skills, industry knowledge, infrastructure, substantial capital, substantial capital at r ...
Milestone Capital Advisors Appoints Kuldip Chawlla as Managing
Milestone Capital Advisors Appoints Kuldip Chawlla as Managing

... supervision, operational, financial and risk management processes. Having raised Rs 2,538 crores from a wide range of institutional and non institutional investors in domestic and global markets, across 7 funds in real estate alone, Milestone has already returned around Rs 2,400 crores to investors ...
Global Market Maturity Leads to Addition of New Fund: Janus
Global Market Maturity Leads to Addition of New Fund: Janus

... Each of you needs to continue your long-term investing resolution because for most, retirement investing is longer than even a 5-year horizon. Besides investing for the long-term, CCOERA Group Presentations also emphasize diversification. This year is a classic example of the benefits of diversifica ...
January 10, 2012 FOR IMMEDIATE RELEASE GuideStone
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... investor plans to start withdrawing money. By investing in the Funds you will also incur the expenses and risks of the underlying Select Funds. The principal risks of the Funds will change depending on the asset mix of the Select Funds in which they invest. You may directly invest in the Select Fund ...
award from institutional investor magazine
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... “Following a public call for nominations, the editorial staff of Institutional Investor magazine selects award nominees based on how strongly candidates – both those put forward via the call for nominations and those independently identified by the editorial staff - meet the criteria for their respe ...
2017 U.S. Rates Strategy - Aegon USA Investment Management
2017 U.S. Rates Strategy - Aegon USA Investment Management

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Personal Finance syllabus
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... This course teaches the fundamentals of personal finance. Students learn how to create a financial plan, manage personal finances and reach personal financial goals. Topics include: establishment of financial objectives (home ownership, education, and retirement), budgeting and savings, personal inc ...
Mitch on the Markets - Zacks Index Services
Mitch on the Markets - Zacks Index Services

... Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking. Indexes: The S&P 500 ...
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Hard Choices - Montecito Capital Management
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... New York. Michael Ling, president of Berkeley, a planning firm in Boise, Idaho, does the same. Even Evanson says clients should limit gold and commodities holdings to 10%. A heavier weighting is suggested by Kipley Lytel, a senior partner in Montecito Capital Management in Santa Barbara, Calif. "Stu ...
Financial Management in Global context
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... goods, people, and money – Transactions costs – Shipping costs – Tax arbitrage ...
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... countries. Financial markets are also global and companies often raise financing from investors located in many different countries. Throughout the book, the term financial manager is used in a generic sense meaning anyone who deals with investment and/or financing decisions for a business. Except i ...
MOSAX - MassMutual
MOSAX - MassMutual

... guaranteed by a bank or other financial institution. Some plan investments may be made available through an unregistered group annuity contract issued to your plan by the Massachusetts Mutual Life Insurance Company ("MassMutual"). If that is the case, those plan investments 1.) may be in a separate ...
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DISCRETIONARY INVESTMENT MANAGEMENT
DISCRETIONARY INVESTMENT MANAGEMENT

... include all taxable fees and commissions (such as those for introductions to discretionary investment management services). Investment managers may assume they have not been charged VAT on taxable fees and commissions by IFAs because the IFA is not VAT registered. It may however be the case that som ...
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Large Cap Value Select UMA Hancock Horizon

... Stanley), plus 0.075% quarterly SMA Manager Fees (being the fee currently charged by Hancock to new clients for managing their assets in the Select UMA program). The SMA Manager Fees may differ from manager to manager, and managers may change their fee to new clients from time to time. If you select ...
Microeconomics (for Finance)
Microeconomics (for Finance)

... The course contemplates extensive use of the economic, mathematical and statistical concepts studied in the Economics I, General Math, and Statistics I courses for the threeyear degree programme. It is assumed that students enrolling in this course: are familiar with the basic rules of algebra, know ...
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... The “Principal – Agent” Relationship – Distant-water fleets exploiting comparative advantage, market/political/scientific – Incomplete, asymmetric, proprietary information Vertical Integration and Market Control – Loss of Management Autonomy – Excessive Shares – Industrial Scaled Fisheries – Loss of ...
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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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