Municipal Bond Fund Brochure
... Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account ...
... Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account ...
Q4 2015 ALM-Insights FINAL.indd - Financial Management Firms St
... short-end of the curve. (Less than two-years for example) While inflation and economic growth rates have more influence on the longer-end, it’s reasonable to expect continued on page 5... ...
... short-end of the curve. (Less than two-years for example) While inflation and economic growth rates have more influence on the longer-end, it’s reasonable to expect continued on page 5... ...
Navios Maritime Stock Opportunity for Strong Quarterly Return
... Formosa Petrochemical, a Taiwan Stock exchange-listed company. For the nine-month period ended September 30, 2014, these two customers accounted for 77.9% and 22.1%, respectively, of NAP revenue. This investment meets our 90-day cyclical investment strategy. We have talked about this cycle previousl ...
... Formosa Petrochemical, a Taiwan Stock exchange-listed company. For the nine-month period ended September 30, 2014, these two customers accounted for 77.9% and 22.1%, respectively, of NAP revenue. This investment meets our 90-day cyclical investment strategy. We have talked about this cycle previousl ...
Glossary of Mutual Fund and Other Related Financial Terms
... 403(b) plan. An employer-sponsored retirement plan that enables employees of universities, public schools, and nonprofit organizations to make tax-deferred contributions from their salaries to the plan. See also defined contribution plan. front-end load. A fee imposed by some funds at the point of p ...
... 403(b) plan. An employer-sponsored retirement plan that enables employees of universities, public schools, and nonprofit organizations to make tax-deferred contributions from their salaries to the plan. See also defined contribution plan. front-end load. A fee imposed by some funds at the point of p ...
Part 3, Market Pricing Continued, Financial Experts and Other Make
... You and Me,” independently thinking groups (like capital markets) are better at arriving at accurate answers than even the smartest individuals in the group. That’s in part because their wisdom is already bundled into prices, which adjust with great speed and relative accuracy to any new, unanticipa ...
... You and Me,” independently thinking groups (like capital markets) are better at arriving at accurate answers than even the smartest individuals in the group. That’s in part because their wisdom is already bundled into prices, which adjust with great speed and relative accuracy to any new, unanticipa ...
Financial Accounting: Assets Question 1 (30 marks) Multiple choice
... not to control those decisions. That influence can be achieved, under certain circumstances, with any level of ownership. f. 2) Cost is normally defined as the fair value of the consideration given up to acquire the asset. g. 4) Under the equity method of accounting for investments in associates, d ...
... not to control those decisions. That influence can be achieved, under certain circumstances, with any level of ownership. f. 2) Cost is normally defined as the fair value of the consideration given up to acquire the asset. g. 4) Under the equity method of accounting for investments in associates, d ...
Relationship Disclosure
... This profile is suited to the patient investor. The Growth investor is seeking investments expected to grow at an above-average rate compared to its industry or the overall market. Emphasis is placed primarily on equity investments designed to achieve growth over a longer time horizon. Less emphasis ...
... This profile is suited to the patient investor. The Growth investor is seeking investments expected to grow at an above-average rate compared to its industry or the overall market. Emphasis is placed primarily on equity investments designed to achieve growth over a longer time horizon. Less emphasis ...
Don`t Expect These ETFs to Spark a Price War
... small speculative companies with products that may or may not prove to be commercially viable, so it could be pretty risky. The iShares fund will track the KLD Select Social Index which, unlike most socially responsible benchmarks, doesn't rule out any industry--except tobacco--on social grounds. In ...
... small speculative companies with products that may or may not prove to be commercially viable, so it could be pretty risky. The iShares fund will track the KLD Select Social Index which, unlike most socially responsible benchmarks, doesn't rule out any industry--except tobacco--on social grounds. In ...
how the p/e ratio can really help you
... Apart from the measurable quantitative factors, mentioned above, there are also non-measurable qualitative factors, such as management’s integrity, general capability, entrepreneurial flair and core values, the nature of the company’s business and future growth prospects. These are much more importa ...
... Apart from the measurable quantitative factors, mentioned above, there are also non-measurable qualitative factors, such as management’s integrity, general capability, entrepreneurial flair and core values, the nature of the company’s business and future growth prospects. These are much more importa ...
Diversification—Too Much of a Good Thing
... The people who say you should own some of each investment for diversity are really telling you that they don’t know how to judge a good investment from a bad one, or that they don’t know what kind of investment climate we’re living in. In one respect they are right. The less you know, the more you s ...
... The people who say you should own some of each investment for diversity are really telling you that they don’t know how to judge a good investment from a bad one, or that they don’t know what kind of investment climate we’re living in. In one respect they are right. The less you know, the more you s ...
DOC - Europa.eu
... considering ways to revive sustainable securitisation markets, with due consideration to the risks as well as to the differentiated nature of such products. Securitisation transactions enable banks to refinance loans by pooling individual assets and converting them into securities that are attract ...
... considering ways to revive sustainable securitisation markets, with due consideration to the risks as well as to the differentiated nature of such products. Securitisation transactions enable banks to refinance loans by pooling individual assets and converting them into securities that are attract ...
The Financialization of Commodity Futures Markets Christopher L. Gilbert
... a sub-index of one of these. The declared objective is portfolio diversification into the “commodity asset class”. • Many investors take these positions through purchase of floating-for-fixed swaps - the investor swaps the invested sum for the value of the index. Some institutions, particularly pens ...
... a sub-index of one of these. The declared objective is portfolio diversification into the “commodity asset class”. • Many investors take these positions through purchase of floating-for-fixed swaps - the investor swaps the invested sum for the value of the index. Some institutions, particularly pens ...
PPT - Tufts University
... Profit rate • The profit rate is the product of the profit share and the capital productivity • When capital productivity falls: – If the profit share (and wage share) are fixed, then the profit rate falls – If the profit rate is fixed, then the profit share rises and the wage share falls ...
... Profit rate • The profit rate is the product of the profit share and the capital productivity • When capital productivity falls: – If the profit share (and wage share) are fixed, then the profit rate falls – If the profit rate is fixed, then the profit share rises and the wage share falls ...
Kagiso-Tiso-Holdings-invests-in-Ghana1
... subsidiary, KTH announced its ambition to diversify its portfolio into fast growing markets, particularly in West and East Africa and has set aside substantial funds to pursue this strategy. The Fidelity transaction represents a significant milestone for KTH and is its first direct investment outsid ...
... subsidiary, KTH announced its ambition to diversify its portfolio into fast growing markets, particularly in West and East Africa and has set aside substantial funds to pursue this strategy. The Fidelity transaction represents a significant milestone for KTH and is its first direct investment outsid ...
Commodities and Sentiment
... of, hold or act as market-makers or act as advisers, brokers or bankers, in relation to the securities, or derivatives of persons, firms or entities mentioned in this publication, or be represented on the board of such persons, firms or entities. Employees of SG, and their affiliated companies in th ...
... of, hold or act as market-makers or act as advisers, brokers or bankers, in relation to the securities, or derivatives of persons, firms or entities mentioned in this publication, or be represented on the board of such persons, firms or entities. Employees of SG, and their affiliated companies in th ...
Perfect Storm or Perfect Nonsense Size: 33.5kb Last
... and community bank C&D business models. These discredited toxic business models had generated the majority of their income growth. Complicating this effort is the reduction of leverage formerly used to maintain and grow returns. Paradoxically, while many institutions are undercapitalized, the indust ...
... and community bank C&D business models. These discredited toxic business models had generated the majority of their income growth. Complicating this effort is the reduction of leverage formerly used to maintain and grow returns. Paradoxically, while many institutions are undercapitalized, the indust ...
GLFF Newsletter.indd - Great Lakes Investment Advisors, Inc
... Before worrying about where the market is going, analyze where your financial plan is headed. Things like asset allocation, diversification, risk, savings, spending, income, growth, and principal preservation matter greatly. Controlling the things under your control will lead to better long-term fin ...
... Before worrying about where the market is going, analyze where your financial plan is headed. Things like asset allocation, diversification, risk, savings, spending, income, growth, and principal preservation matter greatly. Controlling the things under your control will lead to better long-term fin ...
tactallocbrochure - Railroad Street Weaith Management LLC
... move generally lower. There have been nine such alternating cycles since 1896, with each averaging 14 years in duration. Let's say an individual begins to accumulate meaningful wealth with which to invest around the age of 40, and has a life expectancy of about 85 years, he or she will likely experi ...
... move generally lower. There have been nine such alternating cycles since 1896, with each averaging 14 years in duration. Let's say an individual begins to accumulate meaningful wealth with which to invest around the age of 40, and has a life expectancy of about 85 years, he or she will likely experi ...
American Eagle Outfitters
... A network of merchant and cash access locations primarily in the United States Approximately 46.1 million general purpose credit card accounts as of November 30, 2003 ...
... A network of merchant and cash access locations primarily in the United States Approximately 46.1 million general purpose credit card accounts as of November 30, 2003 ...
2015 november markets review-final
... future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. ...
... future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. ...
Brazilian American Chamber of Commerce, Inc.
... Global Public Investors have been paying huge premium to take part of this game… Market Cap Real Estate Public Co (R$ Bn) ...
... Global Public Investors have been paying huge premium to take part of this game… Market Cap Real Estate Public Co (R$ Bn) ...
Revision 1 – Financial Management, Financial Objectives and
... For example, a decision to increase dividends might lead to a reduction in retained earnings and hence a greater need for external finance in order to meet the requirements of proposed capital investment projects. Similarly, a decision to increase capital investment spending will increase the need f ...
... For example, a decision to increase dividends might lead to a reduction in retained earnings and hence a greater need for external finance in order to meet the requirements of proposed capital investment projects. Similarly, a decision to increase capital investment spending will increase the need f ...
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.