Why Equity Funds? - Federated Investors
... Source: Ned Davis Research, Inc. Based on yearly rolling returns of the S&P 500 Index from 12/31/26–12/31/16. Past performance is no guarantee of future results. This is for illustrative purposes only and is not representative of performance for any particular investment. This is for a selected time ...
... Source: Ned Davis Research, Inc. Based on yearly rolling returns of the S&P 500 Index from 12/31/26–12/31/16. Past performance is no guarantee of future results. This is for illustrative purposes only and is not representative of performance for any particular investment. This is for a selected time ...
As we forecasted at the beginning of the year, the market has
... investment return and principal value fluctuate, shares may be worth more or less than original value. These investments may not be suitable for all investors, and there is no guarantee that any investment objective will be obtained. All indices are unmanaged and investors cannot invest directly in ...
... investment return and principal value fluctuate, shares may be worth more or less than original value. These investments may not be suitable for all investors, and there is no guarantee that any investment objective will be obtained. All indices are unmanaged and investors cannot invest directly in ...
The RAM Opportunistic Value Portfolio
... Assets: Our initial consideration includes identifying, valuing and determining the defensible nature of a company’s assets. This asset assessment step is the most critical for our “price per pound” investment process. The flexibility of our process allows us to define an asset in the following ways ...
... Assets: Our initial consideration includes identifying, valuing and determining the defensible nature of a company’s assets. This asset assessment step is the most critical for our “price per pound” investment process. The flexibility of our process allows us to define an asset in the following ways ...
November
... Optimal Interest Rate Smoothing under Model Ambiguity This paper solves for the equilibrium of a standard real business cycle model with money under model ambiguity. It first shows that monetary certainty is a sufficient condition for an interest rate smoothing rule to be optimal even under preferen ...
... Optimal Interest Rate Smoothing under Model Ambiguity This paper solves for the equilibrium of a standard real business cycle model with money under model ambiguity. It first shows that monetary certainty is a sufficient condition for an interest rate smoothing rule to be optimal even under preferen ...
Investment risk, return and volatility
... specified asset at a specified future date for a price agreed upon today. Sharemarket futures allow investors to trade movements in the whole sharemarket index without having to buy or sell the shares of every company. ...
... specified asset at a specified future date for a price agreed upon today. Sharemarket futures allow investors to trade movements in the whole sharemarket index without having to buy or sell the shares of every company. ...
TAIWAN EQUITIES – A STRAIT OPPORTUNITY
... for the fund(s) in Singapore. All views expressed cannot be construed as an offer or recommendation. Prospectus for the fund(s) is available from FISL or its distributors upon request. Potential investors should read the prospectus before deciding whether to invest in the fund(s). Reference to speci ...
... for the fund(s) in Singapore. All views expressed cannot be construed as an offer or recommendation. Prospectus for the fund(s) is available from FISL or its distributors upon request. Potential investors should read the prospectus before deciding whether to invest in the fund(s). Reference to speci ...
Select-Investment-Option-Reporting-Marked-up-Existing-SIO
... 7 July 2014 – APRA Select Investment Option Reporting Consultation Items marked in blue are proposed to be removed from existing collection 7. Reserving strategy - Investment strategy of each reserve Type of reserve ...
... 7 July 2014 – APRA Select Investment Option Reporting Consultation Items marked in blue are proposed to be removed from existing collection 7. Reserving strategy - Investment strategy of each reserve Type of reserve ...
Banks to enable clients to better compare retail investment products
... regulation on key information documents on investment products offered to retail investors. The EBF congratulates the Greek EU Presidency on the work done to reach a trilogue agreement on this proposal under their mandate and before the upcoming European elections. European banks support the introdu ...
... regulation on key information documents on investment products offered to retail investors. The EBF congratulates the Greek EU Presidency on the work done to reach a trilogue agreement on this proposal under their mandate and before the upcoming European elections. European banks support the introdu ...
CREF Social Choice
... broad-based market indices. You cannot invest directly in any index. Index returns do not reflect a deduction for fees or expenses. The Russell 3000 Index measures the performance of the stocks of the 3,000 largest publicly traded U.S. companies, based on market capitalization. Index returns do not ...
... broad-based market indices. You cannot invest directly in any index. Index returns do not reflect a deduction for fees or expenses. The Russell 3000 Index measures the performance of the stocks of the 3,000 largest publicly traded U.S. companies, based on market capitalization. Index returns do not ...
China New Balance Opportunity Fund
... The Fund holds position at around 95% average throughout the month. The PM performed consistently with his investment strategy by avoiding frequent trading turnover but to achieve excess return through stock and sector selection on the premise that no systematic risk exists. Chinese economy follows ...
... The Fund holds position at around 95% average throughout the month. The PM performed consistently with his investment strategy by avoiding frequent trading turnover but to achieve excess return through stock and sector selection on the premise that no systematic risk exists. Chinese economy follows ...
Q3 2010 - Spears Abacus
... of $3 per share in 2004, and there is nothing that prevents them from doing this again. Additionally, Microsoft has repurchased net shares of $50 billion over the last four years, significantly reducing the share count. Other than to service the debt interest and maturities, Microsoft is under no ob ...
... of $3 per share in 2004, and there is nothing that prevents them from doing this again. Additionally, Microsoft has repurchased net shares of $50 billion over the last four years, significantly reducing the share count. Other than to service the debt interest and maturities, Microsoft is under no ob ...
Kenanga Global Opportunities Fund 13.4
... Based on the fund’s portfolio returns as at 15 October 2013, the Volatility Factor (VF) for this fund is 13.36 and is classified as “Very High”. (Source: Lipper). “Very High” includes funds with VF that are above 12.835 (source: Lipper). The VF means there is a possibility for the fund in generating ...
... Based on the fund’s portfolio returns as at 15 October 2013, the Volatility Factor (VF) for this fund is 13.36 and is classified as “Very High”. (Source: Lipper). “Very High” includes funds with VF that are above 12.835 (source: Lipper). The VF means there is a possibility for the fund in generating ...
CC Marsico Global Fund APIR CHN0002AU
... show revenue growth contributions from market share gains, rather than dependence on the macroeconomic environment. In a slow global growth environment, these stocks should outperform as investors seek out secular growth companies that can grow revenues. We tend to invest in companies that have stro ...
... show revenue growth contributions from market share gains, rather than dependence on the macroeconomic environment. In a slow global growth environment, these stocks should outperform as investors seek out secular growth companies that can grow revenues. We tend to invest in companies that have stro ...
Handling Market Volatility
... tools for trying to manage market volatility. Because asset classes often perform differently under different market conditions, spreading your assets across a variety of investments such as stocks, bonds, and cash alternatives has the potential to help reduce your overall risk. Ideally, a decline i ...
... tools for trying to manage market volatility. Because asset classes often perform differently under different market conditions, spreading your assets across a variety of investments such as stocks, bonds, and cash alternatives has the potential to help reduce your overall risk. Ideally, a decline i ...
Mispriced Markets
... Valuing companies based on the surrounding hype rather than fundamentals Investment on a herd basis into companies without proper due diligence being performed. A management team that has a business plan to deal with contingencies and which is open to change may be able to withstand drastic changes ...
... Valuing companies based on the surrounding hype rather than fundamentals Investment on a herd basis into companies without proper due diligence being performed. A management team that has a business plan to deal with contingencies and which is open to change may be able to withstand drastic changes ...
Fund factsheet - BT Investment Management
... one point as low as 9.2% annualised. This was partly a seasonallyinduced effect (markets tend to have supressed volatility over the Christmas period) but also due to the euphoria around Trumps election driving markets higher, reducing investors desire to buy insurance in the options market. We used ...
... one point as low as 9.2% annualised. This was partly a seasonallyinduced effect (markets tend to have supressed volatility over the Christmas period) but also due to the euphoria around Trumps election driving markets higher, reducing investors desire to buy insurance in the options market. We used ...
Live now, pay later – but how much?
... If, like many investors, both Investor A and Investor B really wanted to avoid the risk of putting a substantial lump sum into stock market investments just before a fall, they could have adopted an investment technique known as ‘pound cost averaging’. Rather than investing the whole lot at once, th ...
... If, like many investors, both Investor A and Investor B really wanted to avoid the risk of putting a substantial lump sum into stock market investments just before a fall, they could have adopted an investment technique known as ‘pound cost averaging’. Rather than investing the whole lot at once, th ...
Emerging Trends in Real Estate The global outlook for 2014 ®
... How does Heitman’s approach to investment risk differ at home in the US and overseas, if at all? “We approach investment risk the same way across the three regions in which we invest. Ours is a research-led investment process, with investment strategies designed to capitalise on mispriced risk and e ...
... How does Heitman’s approach to investment risk differ at home in the US and overseas, if at all? “We approach investment risk the same way across the three regions in which we invest. Ours is a research-led investment process, with investment strategies designed to capitalise on mispriced risk and e ...
International Financial Risk, Investment and Growth in Nigeria:
... researchers adopted the vector autoregression (VAR) approach method taking into consideration macroeconomic variables such as exchange rate volatility which was used to represent international financial risk. Investment is captured by gross capital formation and real GDP growth in order to determine ...
... researchers adopted the vector autoregression (VAR) approach method taking into consideration macroeconomic variables such as exchange rate volatility which was used to represent international financial risk. Investment is captured by gross capital formation and real GDP growth in order to determine ...
Investment: Investment Plan from Old Mutual
... No medical examination is required and there are no health questions to answer. ...
... No medical examination is required and there are no health questions to answer. ...
BlueBay Asset Management LLP Ireland Corporate Credit Internship
... and by staying true to our specialist fixed income roots, we pioneer new investment strategies using our broad range of sub‐asset class expertise spanning convertibles, emerging markets, investment grade, leveraged finance and multi-asset credit. Headquartered in London, with offices in the US, Luxe ...
... and by staying true to our specialist fixed income roots, we pioneer new investment strategies using our broad range of sub‐asset class expertise spanning convertibles, emerging markets, investment grade, leveraged finance and multi-asset credit. Headquartered in London, with offices in the US, Luxe ...
Making money in a mature bull market – Business News | The Star
... We don’t invest to spot trends, but search for fundamentally attractive companies that are mispriced and exhibit sustainability of operations and earnings. Higher returns What other asset classes are you bullish on now besides equities? Any bearish views on any of the asset classes? We are not parti ...
... We don’t invest to spot trends, but search for fundamentally attractive companies that are mispriced and exhibit sustainability of operations and earnings. Higher returns What other asset classes are you bullish on now besides equities? Any bearish views on any of the asset classes? We are not parti ...
Investment and Spending Policy Community Colleges of New
... to provide appreciation of principal that more than offsets inflation. It is recognized that pursuit of this objective could entail the assumption of greater return variability and risk within individual asset classes. However, the diversification benefits of combining various equity components shou ...
... to provide appreciation of principal that more than offsets inflation. It is recognized that pursuit of this objective could entail the assumption of greater return variability and risk within individual asset classes. However, the diversification benefits of combining various equity components shou ...
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.