Investor protection
... We take our duty of care for our client interests very seriously. We do our best to exceed, not simply meet, the rules and guidance set by the regulator on the way we look after your Vanguard fund assets and manage any risks that may affect them. We have very robust oversight measures in place desig ...
... We take our duty of care for our client interests very seriously. We do our best to exceed, not simply meet, the rules and guidance set by the regulator on the way we look after your Vanguard fund assets and manage any risks that may affect them. We have very robust oversight measures in place desig ...
The World Bank Group
... with its own Articles of Agreement, share capital, management and staff. ...
... with its own Articles of Agreement, share capital, management and staff. ...
Key Investor Information
... conviction that the current share price does not reflect the future prospects for that business. The fund will typically hold fewer than 50 companies and has no bias to any particular industry or size of company. The fund is managed with a value-style basis, meaning a preference for investment in th ...
... conviction that the current share price does not reflect the future prospects for that business. The fund will typically hold fewer than 50 companies and has no bias to any particular industry or size of company. The fund is managed with a value-style basis, meaning a preference for investment in th ...
Dividend Strategies Drive Returns
... returns. At FSP, we believe an investment strategy that seeks dividend yield combined with lower volatility (in a market where volatility is blinding), will over time serve as the best offense for investors. 2016 is off to a very volatile start for the equity markets. The first quarter saw enormous ...
... returns. At FSP, we believe an investment strategy that seeks dividend yield combined with lower volatility (in a market where volatility is blinding), will over time serve as the best offense for investors. 2016 is off to a very volatile start for the equity markets. The first quarter saw enormous ...
Fact Sheet:SSgA EMU Government Bond Index Fund, May2017
... applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor's particular investment objectives, strategies, tax status, risk appetite or in ...
... applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor's particular investment objectives, strategies, tax status, risk appetite or in ...
Total financial assets
... • Primary determinant of a portfolio's return • Percentage of fund in asset classes ...
... • Primary determinant of a portfolio's return • Percentage of fund in asset classes ...
thompson bond fund® - thopx
... these trends cannot go on forever. As long as the Federal Reserve keeps raising interest rates there will likely be growing pressure on the yields of intermediate and long term bonds to rise. While this is no guarantee that rates do in fact rise, how we react to this threat through our purchases of ...
... these trends cannot go on forever. As long as the Federal Reserve keeps raising interest rates there will likely be growing pressure on the yields of intermediate and long term bonds to rise. While this is no guarantee that rates do in fact rise, how we react to this threat through our purchases of ...
February 2003 - McCarthy Asset Management, Inc.
... correct move given all the uncertainty in the current environment. I hesitate to do this for several reasons. The first is that much of the uncertainty may already be reflected in the current level of stock prices. Second, when the market does finally turn up, it could do so quickly and dramatically ...
... correct move given all the uncertainty in the current environment. I hesitate to do this for several reasons. The first is that much of the uncertainty may already be reflected in the current level of stock prices. Second, when the market does finally turn up, it could do so quickly and dramatically ...
International Portfolio Investment
... spiders, investors can trade a whole stock market index as if it were a single stock. Being open-end funds, WEBS trade at prices that are very close to their net asset values. In addition to single country index funds, investors can achieve global diversification instantaneously just by holding shar ...
... spiders, investors can trade a whole stock market index as if it were a single stock. Being open-end funds, WEBS trade at prices that are very close to their net asset values. In addition to single country index funds, investors can achieve global diversification instantaneously just by holding shar ...
Investment environment
... • Bilateral investment agreements between China and many CEE countries • Modern legislation framework (often influenced by EU legislation/Western European legislation e.g. Baltic States) • High level of legal certainty, rule of law, predictability • Business friendly legal environment (e.g. little b ...
... • Bilateral investment agreements between China and many CEE countries • Modern legislation framework (often influenced by EU legislation/Western European legislation e.g. Baltic States) • High level of legal certainty, rule of law, predictability • Business friendly legal environment (e.g. little b ...
International Bond - American Century Investments
... Key Terms: Alpha: Shows how a fund did relative to what would have been expected given the fund's beta and the performance of the benchmark index. For example, an alpha of 1.4 means that the fund outperformed its estimated return (based on market activity alone) by 1.4%. Beta: Measures the volatilit ...
... Key Terms: Alpha: Shows how a fund did relative to what would have been expected given the fund's beta and the performance of the benchmark index. For example, an alpha of 1.4 means that the fund outperformed its estimated return (based on market activity alone) by 1.4%. Beta: Measures the volatilit ...
Investment Trusts Schroder Income Growth Fund plc
... Third party data is owned or licensed by the data provider and may not be reproduced or extracted and used for any other purpose without the data provider's consent. Third party data is provided without any warranties of any kind. The data provider and issuer of the document shall have no liability ...
... Third party data is owned or licensed by the data provider and may not be reproduced or extracted and used for any other purpose without the data provider's consent. Third party data is provided without any warranties of any kind. The data provider and issuer of the document shall have no liability ...
What`s the right SASS investment allocation?
... The Conservative Strategy has an objective to exceed inflation by more than 2% pa over a four year period. In order to achieve this higher potential return, investment volatility is introduced, and a negative over all return is expected 0.5 to 1 year in any 20 year period. The Balanced Fund increase ...
... The Conservative Strategy has an objective to exceed inflation by more than 2% pa over a four year period. In order to achieve this higher potential return, investment volatility is introduced, and a negative over all return is expected 0.5 to 1 year in any 20 year period. The Balanced Fund increase ...
01-0440 SmallCapGrSAR0301.lyt
... Fund performance for the quarter ending June 30, 2003 was disappointing. The Fund gained 8.8% versus a gain of 23.4% for the Russell 2000 Index, which had its best quarter since 1991. Calendar year-to-date, the Fund is up 0.1% versus a gain of 17.9% for the Russell 2000. The Russell 2000 is an unman ...
... Fund performance for the quarter ending June 30, 2003 was disappointing. The Fund gained 8.8% versus a gain of 23.4% for the Russell 2000 Index, which had its best quarter since 1991. Calendar year-to-date, the Fund is up 0.1% versus a gain of 17.9% for the Russell 2000. The Russell 2000 is an unman ...
Business Ethics - FIU College of Business
... Home prices were rising to record levels. These elevated home prices warranted more borrowing (loans). Many investors were convinced that real estate value would continue to appreciate and would never depreciate. They saw this as an opportunity to invest in these popular securities (mortgage backed ...
... Home prices were rising to record levels. These elevated home prices warranted more borrowing (loans). Many investors were convinced that real estate value would continue to appreciate and would never depreciate. They saw this as an opportunity to invest in these popular securities (mortgage backed ...
Real Estate Investing
... • U.S. Economy is Facing a Protracted Economic Slump, One that Could Last a Decade or More • The Recent Rally in the “Dow” has been Accompanied by the Weakest U.S. GDP Growth of All the Bull Markets since 1949 • Paul Volcker Predicts that U.S. Structural Employment will Eventually Stabilize Signific ...
... • U.S. Economy is Facing a Protracted Economic Slump, One that Could Last a Decade or More • The Recent Rally in the “Dow” has been Accompanied by the Weakest U.S. GDP Growth of All the Bull Markets since 1949 • Paul Volcker Predicts that U.S. Structural Employment will Eventually Stabilize Signific ...
Short-Term Income Fund - Investor Fact Sheet
... Mutual funds are subject to risks and fluctuate in value. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. The value of some mortgage-backed securities may be particularly sensitive to changes in prevailing interest rates, and ...
... Mutual funds are subject to risks and fluctuate in value. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. The value of some mortgage-backed securities may be particularly sensitive to changes in prevailing interest rates, and ...
Investments in high-growth gold and silver mining companies
... on timeless investment opportunities. ...
... on timeless investment opportunities. ...
NAF Investor Report - June 2015
... Asset Allocation – The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimise the risk/reward trade-off based on an individual’s or institution’s specific situation and goals. Benchmark – A standard against which the performance of a ...
... Asset Allocation – The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimise the risk/reward trade-off based on an individual’s or institution’s specific situation and goals. Benchmark – A standard against which the performance of a ...
Canadian Fixed Income 2017 Outlook
... of new supply from Canadian issuers and by demand from international investors. These investors, especially in regions with negative yields, have shifted allocations toward positiveyielding “safe haven” North American markets, increasing demand for both U.S. and Canadian corporate bonds. ...
... of new supply from Canadian issuers and by demand from international investors. These investors, especially in regions with negative yields, have shifted allocations toward positiveyielding “safe haven” North American markets, increasing demand for both U.S. and Canadian corporate bonds. ...
Active Management: Andrew Slimmon Shares His
... industry, makes these observations about “active share” in an Active Share: What It Is and Isn’t: (a) Timeliness and availability of data may be limited. (b) single point-in-time data make it difficult to discern trends (c) benchmark specification should be appropriate (d) ideally the active share c ...
... industry, makes these observations about “active share” in an Active Share: What It Is and Isn’t: (a) Timeliness and availability of data may be limited. (b) single point-in-time data make it difficult to discern trends (c) benchmark specification should be appropriate (d) ideally the active share c ...
Jeremy Moody
... length transactions since the vote. Therefore we have had to exercise a greater degree of judgment than would be applied under more liquid market conditions. The probability of our opinion of value coinciding exactly with the price achieved, were there to be a sale, has reduced. We would, therefore, ...
... length transactions since the vote. Therefore we have had to exercise a greater degree of judgment than would be applied under more liquid market conditions. The probability of our opinion of value coinciding exactly with the price achieved, were there to be a sale, has reduced. We would, therefore, ...
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.