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... List of main types of investments in the investment funds hold by the insurance undertaking. In this template the report is made by asset category, according to splits defined by cells A1 to A6 (example: EEA equity in local currency held in Life portfolio, for unit-linked fund) Distinction between l ...
... List of main types of investments in the investment funds hold by the insurance undertaking. In this template the report is made by asset category, according to splits defined by cells A1 to A6 (example: EEA equity in local currency held in Life portfolio, for unit-linked fund) Distinction between l ...
CI Signature Canadian Balanced Fund
... Benchmark 40% FTSE TMX Canada Universe Bond, 30% S&P/TSX, 30% MSCI All Country World Net ...
... Benchmark 40% FTSE TMX Canada Universe Bond, 30% S&P/TSX, 30% MSCI All Country World Net ...
OnePath Diversified Fixed Interest
... The appointment of each new, underlying investment manager becomes effective on or around 1 April 2012. We will conduct a transition of the underlying securities (assets) to each new, underlying investment manager. This transition will be conducted over a period of time such that each new manager’s ...
... The appointment of each new, underlying investment manager becomes effective on or around 1 April 2012. We will conduct a transition of the underlying securities (assets) to each new, underlying investment manager. This transition will be conducted over a period of time such that each new manager’s ...
Investment Guidelines
... • Where products with underlying capital guarantees are chosen, i.e. Structured Notes, these will be permitted up to a maximum of 66% of the portfolio’s values, with no more than one quarter of the portfolio to be subject to the same issuer / guarantor default risk • Where no such capital guarantee ...
... • Where products with underlying capital guarantees are chosen, i.e. Structured Notes, these will be permitted up to a maximum of 66% of the portfolio’s values, with no more than one quarter of the portfolio to be subject to the same issuer / guarantor default risk • Where no such capital guarantee ...
Media release - Insync Funds Management
... the use of a dynamic put protection strategy. The Fund deploys downside protection in the form of buying out-of-the-money index puts. The purpose is to cushion the fund from significant losses in the market as witnessed by our significant outperformance in 2011 and 2012.* In fact, when most of our p ...
... the use of a dynamic put protection strategy. The Fund deploys downside protection in the form of buying out-of-the-money index puts. The purpose is to cushion the fund from significant losses in the market as witnessed by our significant outperformance in 2011 and 2012.* In fact, when most of our p ...
Investment Policy 2013
... 1. The Academy must regularly monitor cash flow and current account balances to ensure immediate financial commitments can be met and that the current account has adequate balances to meet forthcoming commitments 2. The Academy does not have an overdraft facility on any bank accounts and accounts sh ...
... 1. The Academy must regularly monitor cash flow and current account balances to ensure immediate financial commitments can be met and that the current account has adequate balances to meet forthcoming commitments 2. The Academy does not have an overdraft facility on any bank accounts and accounts sh ...
Our multi asset class funds: their diversification benefits and
... Our multi asset class funds give investors the benefit of professional and actively managed exposure to different asset classes. By combining these different asset classes, investors can achieve their desired returns at lower levels of risk because asset valuations do not all move in the same direct ...
... Our multi asset class funds give investors the benefit of professional and actively managed exposure to different asset classes. By combining these different asset classes, investors can achieve their desired returns at lower levels of risk because asset valuations do not all move in the same direct ...
BEF Monthly Report-Master copy_Sep_11.xlsx
... Balanced investment policy that aims at long term capital gains with minimum possible risk to accommodate the fund's nature. Fund's manager may invest in short and mid-term money market/debt instruments until proper investment opportunities arise. ...
... Balanced investment policy that aims at long term capital gains with minimum possible risk to accommodate the fund's nature. Fund's manager may invest in short and mid-term money market/debt instruments until proper investment opportunities arise. ...
Updates to the HealthEquity investment lineup
... mutual funds. You can still keep any current investments you have in these funds, but HealthEquity will no longer monitor their performance. Investment fees in the new lineup are typically lower than before. However, in some cases the newer funds may cost more and provide additional revenue to Healt ...
... mutual funds. You can still keep any current investments you have in these funds, but HealthEquity will no longer monitor their performance. Investment fees in the new lineup are typically lower than before. However, in some cases the newer funds may cost more and provide additional revenue to Healt ...
tendering exercise for investment management
... held on 21st and 23rd January 2009. The following is a summary of the conclusions reached by the Committee on each of the 4 firms: Baillie Gifford is an old established fund manager based in Edinburgh with a long established track record. The management of the Fund is owned by the partners. They pro ...
... held on 21st and 23rd January 2009. The following is a summary of the conclusions reached by the Committee on each of the 4 firms: Baillie Gifford is an old established fund manager based in Edinburgh with a long established track record. The management of the Fund is owned by the partners. They pro ...
top of the line thinking - Northern Funds
... in the right asset class in the right amount at the right time is important for growing and preserving wealth. Which is where Northern Trust’s allocation process comes into play. The Fund’s objective of capital appreciation and current income reflects IPC’s model portfolio, with a structure based ...
... in the right asset class in the right amount at the right time is important for growing and preserving wealth. Which is where Northern Trust’s allocation process comes into play. The Fund’s objective of capital appreciation and current income reflects IPC’s model portfolio, with a structure based ...
Nigerian earnings growth contributes to Sustainable Capital`s
... when comparing Nigeria to other emerging markets as the Nigerian equity market has lagged other emerging markets by more than 130% since 2000 despite improving fundamentals, declining risk and strong earnings growth prospects. ...
... when comparing Nigeria to other emerging markets as the Nigerian equity market has lagged other emerging markets by more than 130% since 2000 despite improving fundamentals, declining risk and strong earnings growth prospects. ...
North America Asia - Hamilton Capital Management
... central banks when they are earnest about stimulating demand, hence our fully invested posture to date. The most likely factors that could change our posture are a meaningful shift in valuations (e.g., sharp increases in some markets that could make future expected returns less appealing) and/or a d ...
... central banks when they are earnest about stimulating demand, hence our fully invested posture to date. The most likely factors that could change our posture are a meaningful shift in valuations (e.g., sharp increases in some markets that could make future expected returns less appealing) and/or a d ...
Corporate Finance What - Hong Kong Securities and Investment
... – A trading department where dealers buy and sell shares, bonds, and other assets such as derivatives (futures and options). – The job is highly pressurised. Dealers buy and sell on behalf of clients and banks, to maximize money or to minimise financial risk. – Teams of researchers will feed informa ...
... – A trading department where dealers buy and sell shares, bonds, and other assets such as derivatives (futures and options). – The job is highly pressurised. Dealers buy and sell on behalf of clients and banks, to maximize money or to minimise financial risk. – Teams of researchers will feed informa ...
BCM Named To Financial Times 300 Top RIA List
... than 1,500 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). RIA firms were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. “Making this list three ...
... than 1,500 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). RIA firms were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. “Making this list three ...
Douglas S. Weiss Investment Advisor
... AND RISK MITIGATION Objective: construct individual client portfolios that generate better risk-adjusted long term returns, on average, than broadly available bond and equity indexes. Return optimization strategies include: • High allocation to income generating investments to reduce portfolio volat ...
... AND RISK MITIGATION Objective: construct individual client portfolios that generate better risk-adjusted long term returns, on average, than broadly available bond and equity indexes. Return optimization strategies include: • High allocation to income generating investments to reduce portfolio volat ...
Strategy Highlight - Silvant Capital Management
... Positive fundamental momentum – our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on invested capital. Minimize unintended risks – we seek to generate performance (alpha) through bottom-up ...
... Positive fundamental momentum – our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on invested capital. Minimize unintended risks – we seek to generate performance (alpha) through bottom-up ...
Impact Portfolio - RSF Social Finance
... Effect” whereby there are upfront costs that cause an under performance to benchmarks in the short term and , with all thing equal, an over performance to benchmarks in later years. If you would like to learn more about the “J-Curve Effect” please contact Taryn Goodman at 415.561.6195. ...
... Effect” whereby there are upfront costs that cause an under performance to benchmarks in the short term and , with all thing equal, an over performance to benchmarks in later years. If you would like to learn more about the “J-Curve Effect” please contact Taryn Goodman at 415.561.6195. ...
Diapositive 1 - Goldman Sachs
... Please see Additional Notes. All performance and holdings data as at 28-February-17. * We identify two broad categories of funds to help investors think about how to construct their overall investment portfolio. We describe the following as “Core”: (A) Equity funds with a global investment remit or ...
... Please see Additional Notes. All performance and holdings data as at 28-February-17. * We identify two broad categories of funds to help investors think about how to construct their overall investment portfolio. We describe the following as “Core”: (A) Equity funds with a global investment remit or ...
Read more.
... Bernie McNamara, Executive Director, is the head of the Global Real Assets Omni program at J.P. Morgan Asset Management. GRA Omni is a comprehensive asset allocation program for working with investors and their consultants to design custom portfolios across real estate and other real asset categ ...
... Bernie McNamara, Executive Director, is the head of the Global Real Assets Omni program at J.P. Morgan Asset Management. GRA Omni is a comprehensive asset allocation program for working with investors and their consultants to design custom portfolios across real estate and other real asset categ ...
Job Description Job title Senior Investment Manager, Northern
... Be prepared to participate in similar work for other regional funding programmes. The on-going role will also include: ...
... Be prepared to participate in similar work for other regional funding programmes. The on-going role will also include: ...