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... As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distin ...
... As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distin ...
Draft report on the proposal for a regulation of the
... Deletions are indicated in bold italics in the left-hand column. Replacements are indicated in bold italics in both columns. New text is indicated in bold italics in the right-hand column. The first and second lines of the header of each amendment identify the relevant part of the draft act under co ...
... Deletions are indicated in bold italics in the left-hand column. Replacements are indicated in bold italics in both columns. New text is indicated in bold italics in the right-hand column. The first and second lines of the header of each amendment identify the relevant part of the draft act under co ...
2nd Con Doc on NBNI G
... As stated in the Introduction, the NBNI G-SIFI methodologies have been developed to extend the G-SIFI framework that currently covers banks and insurers to other financial institutions.9 Thus, NBNI G-SIFI methodologies include a high-level framework and an operational framework for identifying G-SIF ...
... As stated in the Introduction, the NBNI G-SIFI methodologies have been developed to extend the G-SIFI framework that currently covers banks and insurers to other financial institutions.9 Thus, NBNI G-SIFI methodologies include a high-level framework and an operational framework for identifying G-SIF ...
Russell Quarterly Economic and Market Review
... to have less stability than those of more developed countries. Securities may be less liquid and more volatile than U.S. and longer-established non-U.S. markets. If applicable, please see the Prospectus for further detail. Real Asset risks: Investments in infrastructure-related companies have greate ...
... to have less stability than those of more developed countries. Securities may be less liquid and more volatile than U.S. and longer-established non-U.S. markets. If applicable, please see the Prospectus for further detail. Real Asset risks: Investments in infrastructure-related companies have greate ...
Investment consultants` recommendations of fund managers
... same Greenwich Associates surveys. These attributes include the past performance of the funds, but they also include non-performance factors; these are divided into Soft Investment Factors (i.e. factors which relate to the investment process) and Service Factors (i.e. factors which relate to service ...
... same Greenwich Associates surveys. These attributes include the past performance of the funds, but they also include non-performance factors; these are divided into Soft Investment Factors (i.e. factors which relate to the investment process) and Service Factors (i.e. factors which relate to service ...
China`s Equity Market Turmoil Raises Credit And Market Risks For
... now have stocks represent less than 4% of China's population, despite a rapid increase this year. That said, the drastic shift of wealth in the household sector because of the market volatility does not bode well for China's economic rebalancing, and it can exacerbate already weak demand for durable ...
... now have stocks represent less than 4% of China's population, despite a rapid increase this year. That said, the drastic shift of wealth in the household sector because of the market volatility does not bode well for China's economic rebalancing, and it can exacerbate already weak demand for durable ...
Buy-and-Hold Versus Market Timing
... moving average (EMA), which reduces the lag between the actual price and the smoothed average by applying more weight to recent prices. The weighting applied to the most recent price depends on the number of periods in the moving average. There are three steps to calculating an exponential moving av ...
... moving average (EMA), which reduces the lag between the actual price and the smoothed average by applying more weight to recent prices. The weighting applied to the most recent price depends on the number of periods in the moving average. There are three steps to calculating an exponential moving av ...
SALES CHARGE INFORMATION
... has satisfied the LOI. If Waddell & Reed reimburses the sales charge for purchases prior to receipt by WISC of an LOI, the thirteenmonth LOI period will be deemed to have commenced on the date of the earliest purchase within the 30 calendar days prior to receipt by WISC of the LOI. When an LOI is es ...
... has satisfied the LOI. If Waddell & Reed reimburses the sales charge for purchases prior to receipt by WISC of an LOI, the thirteenmonth LOI period will be deemed to have commenced on the date of the earliest purchase within the 30 calendar days prior to receipt by WISC of the LOI. When an LOI is es ...
NBER WORKING PAPER SERIES DOMESTIC SAVINGS AND INTERNATIONAL CAPITAL FLOWS
... different pattern of investment flows from what it would imply if there were no taxes. ...
... different pattern of investment flows from what it would imply if there were no taxes. ...
This PDF is a selection from an out-of-print volume from... of Economic Research Volume Title: Foreign Direct Investment
... however, is not, even if the debt is guaranteed by the parent firm. More generally, investment financed by anything other than intracompany debt or equity does not count as direct investment even if it effectively increases the share of the economy controlledby foreign firms. The assets of foreign-c ...
... however, is not, even if the debt is guaranteed by the parent firm. More generally, investment financed by anything other than intracompany debt or equity does not count as direct investment even if it effectively increases the share of the economy controlledby foreign firms. The assets of foreign-c ...
The Economic Value of ESG/SRI
... returns in the 2000s, their negative association with Tobin’s Q and operating performance persisted (good-governance firms higher market value). ...
... returns in the 2000s, their negative association with Tobin’s Q and operating performance persisted (good-governance firms higher market value). ...
FUTURE // noun [C, usually pl
... a right to buy sth, such as a number of shares in a company or a quantity of raw materials, at a particular price within a fixed period or on a particular date: a call option to purchase 10 000 pounds of sugar at $0.50 per pound An investor buying call options believes that the price of the underlyi ...
... a right to buy sth, such as a number of shares in a company or a quantity of raw materials, at a particular price within a fixed period or on a particular date: a call option to purchase 10 000 pounds of sugar at $0.50 per pound An investor buying call options believes that the price of the underlyi ...
Diversifiable
... Exclusions are losses that might seem to meet the conditions for coverage under the insurance contract but are specifically excluded. Caps are limits placed on compensation for particular losses covered under an insurance contract. A deductible is an amount of money that the insured party must pay o ...
... Exclusions are losses that might seem to meet the conditions for coverage under the insurance contract but are specifically excluded. Caps are limits placed on compensation for particular losses covered under an insurance contract. A deductible is an amount of money that the insured party must pay o ...
Portfolio rebalancing is the process of bringing the different asset
... Assets that are overweight relative to the longterm targets are sold, and the funds used to purchase underweighted assets, until the original allocations have been restored. This strategy has the virtue of simplicity, but can require frequent, minor adjustments. It is also rigid, and doesn’t a ...
... Assets that are overweight relative to the longterm targets are sold, and the funds used to purchase underweighted assets, until the original allocations have been restored. This strategy has the virtue of simplicity, but can require frequent, minor adjustments. It is also rigid, and doesn’t a ...
Chapter 8
... Since equity earns a much higher return but with higher risk, it would be nice if we could invest and earn a high return but reduce the risk associated with such investments ...
... Since equity earns a much higher return but with higher risk, it would be nice if we could invest and earn a high return but reduce the risk associated with such investments ...
CHAPTER 24: PORTFOLIO PERFORMANCE EVALUATION
... In terms of “forward-looking” statistics, the arithmetic average is the better estimate of expected rate of return. Therefore, if the data reflect the probabilities of future returns, 10 percent is the expected rate of return for both stocks. ...
... In terms of “forward-looking” statistics, the arithmetic average is the better estimate of expected rate of return. Therefore, if the data reflect the probabilities of future returns, 10 percent is the expected rate of return for both stocks. ...
Tip sheet 1 - Investing in the now and future
... kindergarten, including the purchase of equipment and resources. Children enrolled in programs have equal entitlement to benefit from up-to-date equipment (e.g. reading materials, puzzles, learning games, IT equipment and outdoor equipment) as the children attending the kindergarten before them. Par ...
... kindergarten, including the purchase of equipment and resources. Children enrolled in programs have equal entitlement to benefit from up-to-date equipment (e.g. reading materials, puzzles, learning games, IT equipment and outdoor equipment) as the children attending the kindergarten before them. Par ...
STOCK Beta
... amplify the overall movements of the market. • Stocks with betas between 0 and 1.0 tend to move in the same direction as the market, but not as far. • Of course, the market is the portfolio of all stocks, so the “average” stock has a beta of ...
... amplify the overall movements of the market. • Stocks with betas between 0 and 1.0 tend to move in the same direction as the market, but not as far. • Of course, the market is the portfolio of all stocks, so the “average” stock has a beta of ...
L’avenir de l’Afrique et le soutien de la Banque mondiale
... the illicit diversion of funds, and capital flight ; Hiring an independent auditor to assess the oil companies’ performance vis-à-vis the stated agreements and ensuring that those agreements are in fact beneficial to Gabon; and Procuring World Bank Group advice and technical assistance to streng ...
... the illicit diversion of funds, and capital flight ; Hiring an independent auditor to assess the oil companies’ performance vis-à-vis the stated agreements and ensuring that those agreements are in fact beneficial to Gabon; and Procuring World Bank Group advice and technical assistance to streng ...
The Anatomy of a Stock Market Winner
... from a month-of-the-yearor Januaryeffect to a week-of-the-month effect to a day-of-the-week effect and even down to an hour-of-the-day effect.3While each of these studies focused on a different problem, they shared at least one conclusion: Investors may be able to beat stock performance benchmarks u ...
... from a month-of-the-yearor Januaryeffect to a week-of-the-month effect to a day-of-the-week effect and even down to an hour-of-the-day effect.3While each of these studies focused on a different problem, they shared at least one conclusion: Investors may be able to beat stock performance benchmarks u ...
The Intersection of Finance and Insurance - mynl.com
... stock. The average exercise prices were $51.70 and $65.40 on the put options and call options, respectively, subject to adjustments on the call options under certain limited circumstances. The options expire in the first half of 2002 and are only exercisable on their expiration dates. The Company ha ...
... stock. The average exercise prices were $51.70 and $65.40 on the put options and call options, respectively, subject to adjustments on the call options under certain limited circumstances. The options expire in the first half of 2002 and are only exercisable on their expiration dates. The Company ha ...
Saving early for retirement
... age or year when you plan to retire. Target-date funds are available in many retirement plans. If your plan doesn’t offer them, you can invest in a few index funds to replicate a target-date fund’s asset allocation for your age. This tactic requires periodic adjustments to follow the target-date fun ...
... age or year when you plan to retire. Target-date funds are available in many retirement plans. If your plan doesn’t offer them, you can invest in a few index funds to replicate a target-date fund’s asset allocation for your age. This tactic requires periodic adjustments to follow the target-date fun ...
Notes to the Consolidated Financial Statements
... properties is carried at the lower of cost and net realizable value. ...
... properties is carried at the lower of cost and net realizable value. ...
Investment fund
An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. These advantages include an ability to: hire professional investment managers, which may potentially be able to offer better returns and more adequate risk management; benefit from economies of scale, i.e., lower transaction costs; increase the asset diversification to reduce some unsystemic risk.Terminology varies with country but investment funds are often referred to as investment pools, collective investment vehicles, collective investment schemes, managed funds, or simply funds. An investment fund may be held by the public, such as a mutual fund, exchange-traded fund, or closed-end fund, or it may be sold only in a private placement, such as a hedge fund or private equity fund. The term also includes specialized vehicles such as collective and common trust funds, which are unique bank-managed funds structured primarily to commingle assets from qualifying pension plans or trusts.Investment funds are promoted with a wide range of investment aims either targeting specific geographic regions (e.g., emerging markets or Europe) or specified industry sectors (e.g., technology). Depending on the country there is normally a bias towards the domestic market due to familiarity, and the lack of currency risk. Funds are often selected on the basis of these specified investment aims, their past investment performance, and other factors such as fees.