SAI - Cortina Asset Management
... issuer during a specified period and at a specified price in the future. A convertible security entitles the holder to receive interest on debt or the dividend on preferred stock until the convertible security matures or is redeemed, converted or exchanged. Convertible securities rank senior to comm ...
... issuer during a specified period and at a specified price in the future. A convertible security entitles the holder to receive interest on debt or the dividend on preferred stock until the convertible security matures or is redeemed, converted or exchanged. Convertible securities rank senior to comm ...
THE BEST OF THE VALIDEA HOT LIST – 2010
... One intriguing new study in this area highlights one of those biases -- the so-called "herd mentality" -- and offers a look at why many investors succumb to it. The study (recently highlighted by The Wall Street Journal's Jason Zweig) was performed by researchers at University College London and Den ...
... One intriguing new study in this area highlights one of those biases -- the so-called "herd mentality" -- and offers a look at why many investors succumb to it. The study (recently highlighted by The Wall Street Journal's Jason Zweig) was performed by researchers at University College London and Den ...
Deka - Fundstore
... of shares and/or units of UCITS and UCIs that it or third parties manage. The organisational structures and internal control mechanisms of the Management Company are sufficient and appropriate based on the Law of 2010 and applicable administrative regulations of the CSSF; in particular, the Manageme ...
... of shares and/or units of UCITS and UCIs that it or third parties manage. The organisational structures and internal control mechanisms of the Management Company are sufficient and appropriate based on the Law of 2010 and applicable administrative regulations of the CSSF; in particular, the Manageme ...
Chapter 10 - Corporate Strategy
... (* Note: also in list of favorable factors – must do these well ! ) ...
... (* Note: also in list of favorable factors – must do these well ! ) ...
www.uri.edu
... not trading – but we live in a world where the movement is toward more trade as you can see in the graphs that follow. In the map that follows you can see countries have developed their own language and eventually we needed translators to bridge the language differences. The same is true with trade ...
... not trading – but we live in a world where the movement is toward more trade as you can see in the graphs that follow. In the map that follows you can see countries have developed their own language and eventually we needed translators to bridge the language differences. The same is true with trade ...
Interest Rates and Your Portfolio Liquidity and Your Portfolio
... the markets for risky bonds (e.g., corporate high yield bonds) means that investors should, over time, hold a smaller portion of these bonds in their portfolio. The simple reason is that, when market or economic times get tough, investors will find it harder to sell illiquid bonds, and their values ...
... the markets for risky bonds (e.g., corporate high yield bonds) means that investors should, over time, hold a smaller portion of these bonds in their portfolio. The simple reason is that, when market or economic times get tough, investors will find it harder to sell illiquid bonds, and their values ...
Investing for the Future
... Even small sums of money grow over time. Bottom Line: Save SOME $, even if it is a small amount Personal Finance CH 11 Investing in the Future ...
... Even small sums of money grow over time. Bottom Line: Save SOME $, even if it is a small amount Personal Finance CH 11 Investing in the Future ...
Are pension funds good for sustainable development?
... Each young generation saves for the retirement age, both with private savings and pension funds. Savings are in the form of bonds, two types of innovations and resource stock. Pensions guarantee a statutory minimum consumption of the old generation in terms of their previous consumption. This set-up ...
... Each young generation saves for the retirement age, both with private savings and pension funds. Savings are in the form of bonds, two types of innovations and resource stock. Pensions guarantee a statutory minimum consumption of the old generation in terms of their previous consumption. This set-up ...
THE ROLE OF INSTITUTIONAL INVESTORS IN FINANCIAL
... have difficulties to finance their restructuring and investment projects. Institutional investors, both domestic and foreign, can mitigate this problem by offering a third source of finance beside bank credits and retained earnings. Even more, institutional investors channel their funds in the most ...
... have difficulties to finance their restructuring and investment projects. Institutional investors, both domestic and foreign, can mitigate this problem by offering a third source of finance beside bank credits and retained earnings. Even more, institutional investors channel their funds in the most ...
risks associated with financial instruments (glossary)
... Exchange rate risk needs to be factored in whenever an investor holds financial instruments in a foreign currency that is different from his/her domestic currency. Depending on exchange rates movements, an investment in a foreign currency may generate profits, when the foreign currency appreciates, ...
... Exchange rate risk needs to be factored in whenever an investor holds financial instruments in a foreign currency that is different from his/her domestic currency. Depending on exchange rates movements, an investment in a foreign currency may generate profits, when the foreign currency appreciates, ...
Section 8.1 Preparing for a Savings or Investment Program
... Stock can be an attractive investment because, as owners, stockholders share in the success of the company. However, you should consider several facts before you invest in stock: A corporation does not have to repay you what you paid for the stock. The current value of your stock is partially de ...
... Stock can be an attractive investment because, as owners, stockholders share in the success of the company. However, you should consider several facts before you invest in stock: A corporation does not have to repay you what you paid for the stock. The current value of your stock is partially de ...
Educational Mobility: The Effect on Efficiency and
... externalities and multiplicity of equilibria have widely been applied in economic geography (Krugman and Venables 1992). Recent work by Cooper and Corbae (1997) relies on similar non-convexities in order to study coordination problems in financial markets. The approach taken here tries to start from ...
... externalities and multiplicity of equilibria have widely been applied in economic geography (Krugman and Venables 1992). Recent work by Cooper and Corbae (1997) relies on similar non-convexities in order to study coordination problems in financial markets. The approach taken here tries to start from ...
Waiting Wednesday! Neither here, nor there Life was always a
... Stable asset quality; prudent utilization of provisioning release The reported increase in gross NPL ratio to 1.1% was driven by slippage of two restructured accounts (consortium exposures) and thus overall stressed portfolio was stable. Barring this, the annualized delinquency rat ...
... Stable asset quality; prudent utilization of provisioning release The reported increase in gross NPL ratio to 1.1% was driven by slippage of two restructured accounts (consortium exposures) and thus overall stressed portfolio was stable. Barring this, the annualized delinquency rat ...
Chapter 2
... Borrowing and lending allows us to reconcile these opposing desires which may exist within the firm’s shareholders. ...
... Borrowing and lending allows us to reconcile these opposing desires which may exist within the firm’s shareholders. ...
prospectus - Cullen Funds
... that recapture does not cause the High Dividend Fund to exceed existing expense limitations. ...
... that recapture does not cause the High Dividend Fund to exceed existing expense limitations. ...
Financial Assets - OpenTuition.com
... taken to SoCI as a finance charge for the year This amortisation amount is also added to initial recognition . . Which increases CV in the SoFP at end of yr 1 You can see from disclosure above the financial statement extracts . . . And how to treat these items ...
... taken to SoCI as a finance charge for the year This amortisation amount is also added to initial recognition . . Which increases CV in the SoFP at end of yr 1 You can see from disclosure above the financial statement extracts . . . And how to treat these items ...
Is it Still Worth Investing in Bonds
... likely to help cushion a diversified portfolio against the volatility of share market returns. This alone makes bonds worth holding. Income Another important reason to invest in bonds is the regular income they provide. The interest payments an investor receives on a bond, called coupons, are a fixe ...
... likely to help cushion a diversified portfolio against the volatility of share market returns. This alone makes bonds worth holding. Income Another important reason to invest in bonds is the regular income they provide. The interest payments an investor receives on a bond, called coupons, are a fixe ...
Overview UBS (Lux) Bond SICAV
... UBS Classic Bond Funds offer investors the opportunity to participate in a broadly diversified portfolio of mainly investmentgrade bonds. These investment products aim to generate a regular income flow. There is a choice of funds in all major currencies and maturity structures, as well as global and ...
... UBS Classic Bond Funds offer investors the opportunity to participate in a broadly diversified portfolio of mainly investmentgrade bonds. These investment products aim to generate a regular income flow. There is a choice of funds in all major currencies and maturity structures, as well as global and ...
1.1.2 SIMPLE INTEREST In practice, when calculating interest
... some risk, and for which the return cannot be predetermined). Jones is investing in a 60-day investment which will pay him 5146.30 at the end of 60 days. If the interest (yield) rate desired by an investor increases for an investment with fixed future payments, the price that the investor (Jones) is ...
... some risk, and for which the return cannot be predetermined). Jones is investing in a 60-day investment which will pay him 5146.30 at the end of 60 days. If the interest (yield) rate desired by an investor increases for an investment with fixed future payments, the price that the investor (Jones) is ...
cordros money market fund - Cordros Asset Management
... any representation other than those contained in this document in connection with the offering of Units of the Fund and, if given or made, such information or representations must not be relied upon as having been authorised by the Fund Manager or the Issuing House or the Trustee. Neither this Prosp ...
... any representation other than those contained in this document in connection with the offering of Units of the Fund and, if given or made, such information or representations must not be relied upon as having been authorised by the Fund Manager or the Issuing House or the Trustee. Neither this Prosp ...
10-year capital market return assumptions
... see additional return due to strengthening currencies and higher multiples. In line with their higher levels of risk, we expect mid and small cap stocks to outperform large cap stocks over the next ten years. 10-Year Equity Market Expected Returns (in USD) U.S. Equity ...
... see additional return due to strengthening currencies and higher multiples. In line with their higher levels of risk, we expect mid and small cap stocks to outperform large cap stocks over the next ten years. 10-Year Equity Market Expected Returns (in USD) U.S. Equity ...
Chapter 16 Market Efficiency
... 1.2.1 Operational efficiency – This refers to the cost, speed and reliability of transactions in securities on the exchange. It is desirable that the market carries out its operations at as low a cost as possible, speedily and reliably. This may be promoted by creating as much competition between ma ...
... 1.2.1 Operational efficiency – This refers to the cost, speed and reliability of transactions in securities on the exchange. It is desirable that the market carries out its operations at as low a cost as possible, speedily and reliably. This may be promoted by creating as much competition between ma ...
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.