columbia high quality high yield fixed income
... Important disclosures for performance and asset information on page 1: There is no guarantee the objective will be achieved or that any return expectations will be met. Past performance does not guarantee future results. Periods over one year are annualized. Portfolios are valued and composite retur ...
... Important disclosures for performance and asset information on page 1: There is no guarantee the objective will be achieved or that any return expectations will be met. Past performance does not guarantee future results. Periods over one year are annualized. Portfolios are valued and composite retur ...
Aberdeen Global - Eastern European Equity Fund
... Variable (a “SICAV”). The information contained in this marketing document is intended to be of general interest only and should not be considered as an offer, or solicitation, to deal in the shares of any securities or financial instruments. Aberdeen Global has been authorized for public sale in ce ...
... Variable (a “SICAV”). The information contained in this marketing document is intended to be of general interest only and should not be considered as an offer, or solicitation, to deal in the shares of any securities or financial instruments. Aberdeen Global has been authorized for public sale in ce ...
Tactical ETF Market Growth Strategy
... Commodity investments and derivatives may be more volatile and less liquid than direct investments in the underlying commodities themselves. Commodity-related equity returns can also be affected by the issuer's financial structure or the performance of unrelated businesses. The use of futures contra ...
... Commodity investments and derivatives may be more volatile and less liquid than direct investments in the underlying commodities themselves. Commodity-related equity returns can also be affected by the issuer's financial structure or the performance of unrelated businesses. The use of futures contra ...
Marathon Monthly Commentary - JP Morgan Asset Management
... consumer spending. The GDP numbers should confirm that, in its eighth year, the U.S. economic expansion is still ambling forward. The earnings season has also started well. With just over a quarter of market cap reporting, 77% of companies have beaten expectations with only 5% falling short - a bett ...
... consumer spending. The GDP numbers should confirm that, in its eighth year, the U.S. economic expansion is still ambling forward. The earnings season has also started well. With just over a quarter of market cap reporting, 77% of companies have beaten expectations with only 5% falling short - a bett ...
Satrix Balanced Index Fund
... administers a broad range of unit trust based investments. Any investment made through these products gives an investor a single point of entry into a selection of different investments. Index An index is a unique grouping of shares, selected according to a pre-defined methodology e.g. largest marke ...
... administers a broad range of unit trust based investments. Any investment made through these products gives an investor a single point of entry into a selection of different investments. Index An index is a unique grouping of shares, selected according to a pre-defined methodology e.g. largest marke ...
WV Fish Health Certification: Results of Year 1
... Affiliate of The Conservation Fund, national land and water conservation organization based in Alexandria, VA ~ $2 M invested to date in 18 businesses in West Virginia; 0% losses Expanded to North Carolina, Virginia, and NE Tennessee in 2007 ...
... Affiliate of The Conservation Fund, national land and water conservation organization based in Alexandria, VA ~ $2 M invested to date in 18 businesses in West Virginia; 0% losses Expanded to North Carolina, Virginia, and NE Tennessee in 2007 ...
Asset Allocation: A New Look at an Old Theme
... market debt and global high yield bonds in your portfolio. In the same way that adding overseas equity exposure helps to broaden the return opportunities and reduce the risk posture of the equity portion of a portfolio, emerging market bonds can accomplish the same thing within the Income category. ...
... market debt and global high yield bonds in your portfolio. In the same way that adding overseas equity exposure helps to broaden the return opportunities and reduce the risk posture of the equity portion of a portfolio, emerging market bonds can accomplish the same thing within the Income category. ...
Comparing Mutual and Exchange-Traded Funds Activity Directions
... Directions: Display in a graphic organizer how mutual funds and exchange-traded funds are similar and different using the characteristics in the provided scenario. In other words, create a Venn diagram (or something similar) to show this information. Melissa convinced David to invest money in fund s ...
... Directions: Display in a graphic organizer how mutual funds and exchange-traded funds are similar and different using the characteristics in the provided scenario. In other words, create a Venn diagram (or something similar) to show this information. Melissa convinced David to invest money in fund s ...
4Q16 Firm Overview.ind.indd
... Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.; First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Managemen ...
... Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.; First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Managemen ...
Economic Insight The Market is Full of Sound and Fury
... Figure 1 S&P 500 09'-15'(Zacks Investment Management, 15) 'Indices mentioned are unmanaged and cannot be invested into directly'. ...
... Figure 1 S&P 500 09'-15'(Zacks Investment Management, 15) 'Indices mentioned are unmanaged and cannot be invested into directly'. ...
Invesco Core Plus Bond Fund investment philosophy and process
... Invesco Fixed Income’s (IFI) decision-making approach balances the macro and credit investment research generated across the IFI platform. We believe our approach creates information advantages that can be used to exploit investment opportunities in any geographical region or market environment. Key ...
... Invesco Fixed Income’s (IFI) decision-making approach balances the macro and credit investment research generated across the IFI platform. We believe our approach creates information advantages that can be used to exploit investment opportunities in any geographical region or market environment. Key ...
International Emerging Markets Separate Account
... Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or b ...
... Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or b ...
power consistency - Voya Investment Management
... factors and found that certain subsets help identify funds that are more suitable for certain “life stage” categories. This makes it easy for you and your advisor to fine-tune the results to better fit your risk and return needs. ...
... factors and found that certain subsets help identify funds that are more suitable for certain “life stage” categories. This makes it easy for you and your advisor to fine-tune the results to better fit your risk and return needs. ...
Asset Classes Over Time
... purposes only and does not represent actual or implied performance of any investment option. The purpose of the target asset mixes is to show how target asset mixes may be created with different risk and return characteristics to help meet a participant's goals. You should choose your own investment ...
... purposes only and does not represent actual or implied performance of any investment option. The purpose of the target asset mixes is to show how target asset mixes may be created with different risk and return characteristics to help meet a participant's goals. You should choose your own investment ...
ThrIvenT LArge CAP vALue PorTfoLIo
... liquidity, political, economic and market instability, and different legal and accounting standards. ...
... liquidity, political, economic and market instability, and different legal and accounting standards. ...
Key investor information.
... The risk and reward indicator is based on the volatility of the fund. Historical data may not be a reliable indicator of the future risk profile of the fund. The above risk and reward category is not fixed and may shift over time. The lowest category does not mean a risk-free investment. Equity fund ...
... The risk and reward indicator is based on the volatility of the fund. Historical data may not be a reliable indicator of the future risk profile of the fund. The above risk and reward category is not fixed and may shift over time. The lowest category does not mean a risk-free investment. Equity fund ...
Ohio Deferred Compensation Investment Performance Report—As
... more steady flow of income. Typically, bonds have a lower long-term total return than stocks. Stable Value—These options own short to intermediate term, high-quality securities. Investors who seek safety ...
... more steady flow of income. Typically, bonds have a lower long-term total return than stocks. Stable Value—These options own short to intermediate term, high-quality securities. Investors who seek safety ...
Endowment Fund
... ranked against that of a peer group of 23 Canadian university endowment funds valued at more than $100 million. If I create an endowed scholarship in this academic year, when could funds be transferred for distribution? If the economy does well, the University will be able to award a scholarship in ...
... ranked against that of a peer group of 23 Canadian university endowment funds valued at more than $100 million. If I create an endowed scholarship in this academic year, when could funds be transferred for distribution? If the economy does well, the University will be able to award a scholarship in ...
Investment Policy Money Market Funds Rpt
... This report provides the Committee with information concerning Money Market Funds (MMF) and seeks the Committee’s approval to use them as outlined in the revised Investment Policy approved by this Committee on 16 September 2010. ...
... This report provides the Committee with information concerning Money Market Funds (MMF) and seeks the Committee’s approval to use them as outlined in the revised Investment Policy approved by this Committee on 16 September 2010. ...
Structure Determines Performance = + + + +
... 1. Source: Dimensional Fund Advisors study (2002) of forty-four institutional equity pension plans with $452 billion total assets. Factor analysis run over various time periods, averaging nine years. Total assets based on total plan dollar amounts as of December 31, 2001. ...
... 1. Source: Dimensional Fund Advisors study (2002) of forty-four institutional equity pension plans with $452 billion total assets. Factor analysis run over various time periods, averaging nine years. Total assets based on total plan dollar amounts as of December 31, 2001. ...
press release
... encourage public policies, investment practices, and corporate behaviour that address longterm risks and opportunities associated with climate change. IIGCC currently has over 80 members, including some of the largest pension funds and asset managers in Europe, representing around €7.5trillion in as ...
... encourage public policies, investment practices, and corporate behaviour that address longterm risks and opportunities associated with climate change. IIGCC currently has over 80 members, including some of the largest pension funds and asset managers in Europe, representing around €7.5trillion in as ...
JPMorgan Funds - Emerging Markets Local Currency
... not guaranteed and are made at the manager's discretion. Fund's net asset value may likely have high volatility due to its investment policies or portfolio management techniques. Funds which are invested in emerging markets, smaller companies and financial derivative instruments may also involve hig ...
... not guaranteed and are made at the manager's discretion. Fund's net asset value may likely have high volatility due to its investment policies or portfolio management techniques. Funds which are invested in emerging markets, smaller companies and financial derivative instruments may also involve hig ...
New York, New York TUESDAY, DECEMBER 8, 2009
... firms with regard to all aspects of their business. Immediately prior to joining K&L Gates in May 2007, Mr. Eisert was a Senior Vice President and the General Corporate Counsel of Fiduciary Trust Company International, a FDIC insured institution and subsidiary of Franklin Templeton, where he adv ...
... firms with regard to all aspects of their business. Immediately prior to joining K&L Gates in May 2007, Mr. Eisert was a Senior Vice President and the General Corporate Counsel of Fiduciary Trust Company International, a FDIC insured institution and subsidiary of Franklin Templeton, where he adv ...
clearbridge dividend strategy portfolios
... September 2005 to facilitate Legg Mason’s acquisition of substantially all the equity asset management businesses known as Citigroup Asset Management. These former businesses serve as the foundation of ClearBridge and its claim of GIPS compliance for institutional accounts through predecessor firms, ...
... September 2005 to facilitate Legg Mason’s acquisition of substantially all the equity asset management businesses known as Citigroup Asset Management. These former businesses serve as the foundation of ClearBridge and its claim of GIPS compliance for institutional accounts through predecessor firms, ...