ppt
... Summarize reasons why people invest, what is required before beginning, how returns are earned, and some ways to obtain funds to invest. Determine your own investment philosophy. Recognize the variety of investments available. Identify the major factors that affect the return on investment. Specify ...
... Summarize reasons why people invest, what is required before beginning, how returns are earned, and some ways to obtain funds to invest. Determine your own investment philosophy. Recognize the variety of investments available. Identify the major factors that affect the return on investment. Specify ...
CONSTRUCTION MANAGER
... leasing, to optimize cash flow, net income, and value of the real estate portfolio. It manages a team of over 100 staff (through 7 direct reports) and also external service providers. In addition, as part of the executive team, this role makes a major contribution to Peterson’s ongoing strategic and ...
... leasing, to optimize cash flow, net income, and value of the real estate portfolio. It manages a team of over 100 staff (through 7 direct reports) and also external service providers. In addition, as part of the executive team, this role makes a major contribution to Peterson’s ongoing strategic and ...
Neuberger Berman NVIT Socially Responsible Fund
... Investment Strategy from investment’s prospectus The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in equity securities of mid- to large-cap companies that the subad ...
... Investment Strategy from investment’s prospectus The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in equity securities of mid- to large-cap companies that the subad ...
BGF European Value Fund
... performance. The value of investments and the income from them can fluctuate and is not guaranteed. Rates of exchange may cause the value of investments to go up or down. Investors may not get back the amount they invest. Individual stock price/figure does not represent the return of the Fund. Befor ...
... performance. The value of investments and the income from them can fluctuate and is not guaranteed. Rates of exchange may cause the value of investments to go up or down. Investors may not get back the amount they invest. Individual stock price/figure does not represent the return of the Fund. Befor ...
Slide 1
... herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts polic ...
... herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts polic ...
Investment Process - Essex Investment Management Company, LLC
... The process begins with a quantitative screen, looking for micro to mid-cap companies with improving business fundamentals, as close to their inflection points as can be determined. Relying on fundamental research, the team develops price targets using internal and external estimates. The next step ...
... The process begins with a quantitative screen, looking for micro to mid-cap companies with improving business fundamentals, as close to their inflection points as can be determined. Relying on fundamental research, the team develops price targets using internal and external estimates. The next step ...
Global Equity Fund (Hexavest)
... The line of the graph represents the gross performance of the Standard Life fund while the shaded area shows the corresponding benchmark return. Where applicable, the dotted graph line and shaded data in the returns table pertain to the underlying fund. Returns are calculated after fund operating ex ...
... The line of the graph represents the gross performance of the Standard Life fund while the shaded area shows the corresponding benchmark return. Where applicable, the dotted graph line and shaded data in the returns table pertain to the underlying fund. Returns are calculated after fund operating ex ...
Looking to gain from small-cap inefficiencies with active management
... Unlike large-cap companies, small-cap stocks have fewer Wall Street analysts dedicated to researching them. There were an average of 24 analysts dedicated to researching a large-cap company and 13 analysts dedicated to a mid-cap company.A Small-cap companies had an average of seven analysts. The hig ...
... Unlike large-cap companies, small-cap stocks have fewer Wall Street analysts dedicated to researching them. There were an average of 24 analysts dedicated to researching a large-cap company and 13 analysts dedicated to a mid-cap company.A Small-cap companies had an average of seven analysts. The hig ...
Fund Manager`s Name - Conflict Securities Advisory Group
... I have recently become aware of an important new risk factor for investors that I wish to bring to your immediate attention so that it might be incorporated into your management of my investments. As profiled in a recent “60 Minutes” segment, there are some 400 publicly traded companies that do busi ...
... I have recently become aware of an important new risk factor for investors that I wish to bring to your immediate attention so that it might be incorporated into your management of my investments. As profiled in a recent “60 Minutes” segment, there are some 400 publicly traded companies that do busi ...
International Value Fund - Third Avenue Management
... 4. Source: FactSet Portfolio Analytics. 5. Based on equity holdings only. 6. For the year ended October 31, 2015. 7. Relative to the MSCI AC World ex US Index. Active Share is the percentage of a fund’s portfolio that differs from the benchmark index. Past performance is no guarantee of future resul ...
... 4. Source: FactSet Portfolio Analytics. 5. Based on equity holdings only. 6. For the year ended October 31, 2015. 7. Relative to the MSCI AC World ex US Index. Active Share is the percentage of a fund’s portfolio that differs from the benchmark index. Past performance is no guarantee of future resul ...
How can Hedge Funds take advantage of inefficiencies and
... In the last financial crisis, some of these funds bet against the housing market through the credit default swap market. While these complex derivatives did the job in this situation, having instruments that allow an investor to directly express an opinion about either residential or commercial real ...
... In the last financial crisis, some of these funds bet against the housing market through the credit default swap market. While these complex derivatives did the job in this situation, having instruments that allow an investor to directly express an opinion about either residential or commercial real ...
Institutional Investor magazine`s 2015 US Investment Management
... performing managers in various strategies was identified by Institutional Investor magazine's editorial and research teams in consultation with eVestment’s research team. Subsequently investment strategy analysis was based on factors such as one-, three- and 5-year performance, Sharpe ratio, informa ...
... performing managers in various strategies was identified by Institutional Investor magazine's editorial and research teams in consultation with eVestment’s research team. Subsequently investment strategy analysis was based on factors such as one-, three- and 5-year performance, Sharpe ratio, informa ...
7IM Specialist Investment Funds-7IM Emerging Markets Equity
... * Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly dis ...
... * Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly dis ...
Active Management can help make these kinds of market declines
... is negotiated between the client and his or her advisor. As a result, the MERs and performance of Series F funds may differ from those of other series of the same fund and the performance may be superior to other series of the same fund as a result of the potentially lower MERs. For information on t ...
... is negotiated between the client and his or her advisor. As a result, the MERs and performance of Series F funds may differ from those of other series of the same fund and the performance may be superior to other series of the same fund as a result of the potentially lower MERs. For information on t ...
Long-term Investing as asset prices rise
... ninety percent of our time is spent trying to understand the company. The goal is always to find companies which are advantaged. Once our analysis highlights advantaged companies, whether it is because of management, regulation, switching costs or economies of scale or some other reason, we will pur ...
... ninety percent of our time is spent trying to understand the company. The goal is always to find companies which are advantaged. Once our analysis highlights advantaged companies, whether it is because of management, regulation, switching costs or economies of scale or some other reason, we will pur ...
Federated Mid-Cap Index Fund
... Out of 377 Mid-Cap Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. ...
... Out of 377 Mid-Cap Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. ...
Schroder Fixed Income Fund - Wholesale Class Fund Summary Overview
... from Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFS Licence 226473) website www.schroders.com.au. The information contained in this flyer is general information only. It does not contain and should not be taken as containing any financial product advice or financial produc ...
... from Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFS Licence 226473) website www.schroders.com.au. The information contained in this flyer is general information only. It does not contain and should not be taken as containing any financial product advice or financial produc ...
FrontInvest Alternatives
... Performance indicators (IRRs, multiples, capital, income, total returns, etc.) are automatically calculated by FrontInvest. In one click, managers can monitor their positions and track key performance indicators of individual assets, a subset of the portfolio (by asset class or geography, for instan ...
... Performance indicators (IRRs, multiples, capital, income, total returns, etc.) are automatically calculated by FrontInvest. In one click, managers can monitor their positions and track key performance indicators of individual assets, a subset of the portfolio (by asset class or geography, for instan ...
Schroder USD Bond Fund
... information contained herein is not misleading, but no representation as to its accuracy or completeness. Prospective unit holder is advised not to rely solely on the information in this document. Losses that might arise will not be covered. From time to time, PT SIMI, its affiliated companies (if a ...
... information contained herein is not misleading, but no representation as to its accuracy or completeness. Prospective unit holder is advised not to rely solely on the information in this document. Losses that might arise will not be covered. From time to time, PT SIMI, its affiliated companies (if a ...