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View PDF - Mackenzie Investments
View PDF - Mackenzie Investments

... have fewer restrictions on liquidity, foreign currency exposure and trading, leverage, securities lending and short-selling, to list a few examples. Common vehicles in this category include hedge funds, private equity funds, and funds that are focused on distinct financial assets, such as distressed ...
AGREEMENT BETWEEN THE CZECH REPUBLIC AND THE
AGREEMENT BETWEEN THE CZECH REPUBLIC AND THE

... (b) the International Centre for Settlement of Investment Disputes (ICSID) having regard to the applicable a provisions of the Convention on the Settlement of Investment Disputes between States and Nationals of other States opened for signature at Washington D.C. on 18 March 1965, or (c) an ad hoc a ...
Traditional Investment Alternatives (cont`d)
Traditional Investment Alternatives (cont`d)

... – A market in which an investor purchases financial securities (via an investment bank) directly from the issuer of those securities • Investment banking firm—an organization that assists corporations in raising funds, usually by helping sell new issues of stocks, bonds, or other financial securitie ...
Uncertainty, Economic Reforms and Private Investment in the Middle
Uncertainty, Economic Reforms and Private Investment in the Middle

... During the 1980s and the 1990s, private investment in the Middle East and North Africa (MENA) has on average shown a decreasing or stagnant trend. This contrasts with the situation of the Asian economies, where private investment has always been more dynamic. In this paper, it is empirically shown f ...
Fiduciary Assure - Workplace Benefits
Fiduciary Assure - Workplace Benefits

... The information contained in this brochure is not intended or written as specific legal or tax advice and may not be relied on for purposes of avoiding any federal tax penalties. Neither MassMutual nor any of its employees or representatives are authorized to give legal or tax advice. You must rely ...
Economics Department
Economics Department

... site for Part II of the course under, www.econ.utah.edu/gander to obtain materials. Most of the materials will be available from the Econ Office. Much of the course will focus on economic analytical models. By international investment we mean essentially Foreign Direct Investment (FDI) as a flow and ...
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Déclinaison en master Pitchbook de la charte pour PowerPoint

... Not all sub-funds of the SICAV (the "Sub-Funds") will necessarily be registered or authorized for sale in all jurisdictions or be available to all investors. Subscriptions in the Sub-Funds will only be accepted on the basis of the SICAV’s latest complete and simplified prospectuses, its latest annua ...
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Key Trends Shaping the Rapid Growth of the Venture Capital

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Page 13 April 2012 The Manager, Contributions and Accumulations

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financial institutions and markets

... different institutions, regulation of the service imposed on each institution may be different, and there can be an opportunity for regulatory arbitrage. Under the CMISA, Korea’s financial regulatory scheme will be restructured to functional regulation, under which a single regulation is imposed on ...
Promotion of unregulated collective investment schemes
Promotion of unregulated collective investment schemes

... Particular care should be taken to review the new COBS 4.12.5 guidance about advice and preliminary assessment of suitability for the preliminary assessment requirements. This requires that the firm take reasonable steps to acquaint itself with the client's profile and objectives in order to ascerta ...
Decision Criteria for New Technology Investment
Decision Criteria for New Technology Investment

... This article considers the appropriate decision framework for corporate capital investment projects when the technologies are new to the company or new to the world. I use an overview of the known drivers of capital investment and an exploration of the significant differences in motivation and frame ...
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the influence of the financial factors on cash flow, as determining

... Also, another financial factor, which has an influence on investment decisions adopted by the firm, is the leverage; more clearly, the higher leverage firms’ investments can be more sensitive to the cash flow than lower leverage firms’ investments. The cash flow is the only source of financing for t ...
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1 - The North West Fund

... Potential Providers will need to advise on the transactional documentation which is involved in making an investment to an SME’s which will have, or intend to have, intellectual property rights and Potential Providers will be expected to advise the funds on all matters relating to intellectual prope ...
U.S. Corporate Pension Liability Hedging Views at 6/30/2015.
U.S. Corporate Pension Liability Hedging Views at 6/30/2015.

... Investment advice and consulting services provided by Aon Hewitt Investment Consulting, Inc. (“AHIC”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create an ...
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Satrix Top 40 Index Fund

... The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily a guide to future performances, and that the value of investments / units / unit tr ...
Formosa Bonds
Formosa Bonds

... results, and that certain policies or developments may affect the investment techniques available to PIMCO in connection with managing the strategy. Derivatives may involve certain costs and risks, such as liquidity, interest rate, market, credit, management and the risk that a position could not be ...
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... producers could find investment opportunities for the exact amount of capital that they had available for investment and did not have to worry about not having enough capital for a particular project. Future study could examine additional considerations such as the total amount of capital needed, ca ...
Fact Sheet:SSgA Enhanced Emerging Markets Equity Fund, May2017
Fact Sheet:SSgA Enhanced Emerging Markets Equity 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 ...
NBER WORKING PAPER SERIES TAXES, LEVERAGE AND THE NATIONAL RETURN ON OUTBOUND
NBER WORKING PAPER SERIES TAXES, LEVERAGE AND THE NATIONAL RETURN ON OUTBOUND

... in the analysis of international tax policy; see, e.g., U.S. Joint Committee on Taxation (1991). See also Hines (1992), Horst (1977, 1980) and Feldstein and Hartman (1979). 3The evidence presented in section 1 below shows that U.S. firms borrow approximately one dollar from foreign sources for each ...
Experience - Berkshire Asset Management, LLC
Experience - Berkshire Asset Management, LLC

... Data illustrates the potential effect of leverage or borrowing money has on the economy and is not intended to predict future economic growth. ...
IOSR Journal of Humanities and Social Science (JHSS)
IOSR Journal of Humanities and Social Science (JHSS)

... The contribution of domestic private investment to the economy has been debated extensively over the years. These debate covers both the developed and underdeveloped economies. However, a lot more has been put into the study of domestic investment since it seems that a sustainable domestic private i ...
research paper series  Research Paper 2007/16
research paper series Research Paper 2007/16

... more than the amount of FDI. In contrast, crowding-out implies that total investment increases by less than the FDI, as other (private) investment is reduced. In terms of access to finance and skilled labour, the presence of foreign firms raises costs to local firms of obtaining finance or employing ...
2.1 Funding Objectives – Ongoing Plan
2.1 Funding Objectives – Ongoing Plan

... and Infrastructure are also illiquid and accounted for a further 4.3% and 0.8% of the portfolio, respectively. Not withstanding this, the Fund maintains sufficient investment in liquid assets to meet its liabilities in the short and medium term as they fall due. ...
The Investment Association Guidelines for New Issue Transactions
The Investment Association Guidelines for New Issue Transactions

... of the orderbooks. For investor convenience however (and pursuant to ICMA Recommendation R5.12), bookrunners generally attach, or include links to, the relevant documentation to or in transaction announcements (or make it available through their orderbook management system). Regular participation in ...
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Investor-state dispute settlement

Investor-state dispute settlement (ISDS) is an instrument of public international law, that grants an investor the right to use dispute settlement proceedings against a foreign government. Provisions for ISDS are contained in a number of bilateral investment treaties, in certain international trade treaties, such as the North American Free Trade Agreement (Chapter 11) and in international investment agreements, such as the Energy Charter Treaty. If an investor from one country (the ""Home State"") invests in another country (the ""Host State""), both of which have agreed to ISDS, and the Host State violates the rights granted to the investor under public international law, then that investor may bring the matter before an arbitral tribunal.While ISDS is often associated with international arbitration under the rules of ICSID (the International Centre for Settlement of Investment Disputes of the World Bank), it in fact often takes place under the auspices of international arbitral tribunals governed by different rules and/or institutions, such as the London Court of International Arbitration, the International Chamber of Commerce, the Hong Kong International Arbitration Centre or the UNCITRAL Arbitration Rules.
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