Investment consultants` recommendations of fund managers
... We first analyze what drives consultants’ recommendations. We do so by comparing recommendations with various attributes of fund managers which consultants evaluate in the same Greenwich Associates surveys. These attributes include the past performance of the funds, but they also include non-perform ...
... We first analyze what drives consultants’ recommendations. We do so by comparing recommendations with various attributes of fund managers which consultants evaluate in the same Greenwich Associates surveys. These attributes include the past performance of the funds, but they also include non-perform ...
Investor Questionnaire
... The Investor, if not an individual, is an entity in which all of the equity owners are accredited investors meeting at least one of the standards set forth above. For the purposes of this Investor Questionnaire, “Income” is computed by adding the following items to adjusted gross income as computed ...
... The Investor, if not an individual, is an entity in which all of the equity owners are accredited investors meeting at least one of the standards set forth above. For the purposes of this Investor Questionnaire, “Income” is computed by adding the following items to adjusted gross income as computed ...
fund fact sheet user`s guide
... average effective duration of the MCBI will be classified as Extensive. For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows: (i) Limited: 4.5 years or less; (ii) Modera ...
... average effective duration of the MCBI will be classified as Extensive. For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows: (i) Limited: 4.5 years or less; (ii) Modera ...
Default Option Exercise over the Financial Crisis and Beyond
... addition to negative equity, a large number of other covariates including the incentive to refinance, and numerous borrower and loan characteristics are included as control variables. Also included are measures of borrower financial hardship, given recent research indicating the importance of borro ...
... addition to negative equity, a large number of other covariates including the incentive to refinance, and numerous borrower and loan characteristics are included as control variables. Also included are measures of borrower financial hardship, given recent research indicating the importance of borro ...
research paper series Research Paper 2007/16
... the type w government came into office (with probability 1 – ρ), the capitalist would be excluded from the bargaining process over C. At t = 2, production and trade are ready to take place. At this stage, the party having the right to manage may decide to default on the foreign debt. When the capita ...
... the type w government came into office (with probability 1 – ρ), the capitalist would be excluded from the bargaining process over C. At t = 2, production and trade are ready to take place. At this stage, the party having the right to manage may decide to default on the foreign debt. When the capita ...
SAI - Cortina Asset Management
... price may be volatile. Therefore, the price of a convertible security may reflect variations in the price of the underlying common stock in a way that nonconvertible debt does not. The extent to which such risk is reduced, however, depends in large measure upon the degree to which the convertible se ...
... price may be volatile. Therefore, the price of a convertible security may reflect variations in the price of the underlying common stock in a way that nonconvertible debt does not. The extent to which such risk is reduced, however, depends in large measure upon the degree to which the convertible se ...
Book CHI IPE 141 13628.indb
... crowdfunding will arise due to the amplification of information asymmetries. Whereas the asymmetry problem currently concerns the feasibility of and the creator’s ability to deliver the product, in the equity setting the asymmetry problem includes the above as well as the creator’s ability to genera ...
... crowdfunding will arise due to the amplification of information asymmetries. Whereas the asymmetry problem currently concerns the feasibility of and the creator’s ability to deliver the product, in the equity setting the asymmetry problem includes the above as well as the creator’s ability to genera ...
When does corporate venture capital investment
... decline.2 At the turn of the 21st century, a new wave of CVC activity occurred—the third such wave since CVC first appeared as an investment vehicle for firms in the 1960s. In 2000, more than 400 manufacturing and service firms invested close to $16 billion in entrepreneurial ventures—approximately ...
... decline.2 At the turn of the 21st century, a new wave of CVC activity occurred—the third such wave since CVC first appeared as an investment vehicle for firms in the 1960s. In 2000, more than 400 manufacturing and service firms invested close to $16 billion in entrepreneurial ventures—approximately ...
PROSPECTUS SUN LIFE OF CANADA PROSPERITY DOLLAR
... world currencies. The Company’s objective is to provide regular returns through investments in a diversified portfolio of US Dollar-denominated fixed income instruments issued by the Philippine government, other major economies, or corporations operating therein or through diversified investment com ...
... world currencies. The Company’s objective is to provide regular returns through investments in a diversified portfolio of US Dollar-denominated fixed income instruments issued by the Philippine government, other major economies, or corporations operating therein or through diversified investment com ...
Test Bank for Advanc..
... Full file at http://emailtestbank.com/ Test-Bank-for-Advanced-Financial-Accounting-10th-Edition-by-Christensen 22. Note: This is a Kaplan CPA Review Question Grant, Inc. acquired 30 percent of South Co.'s voting stock for $200,000 on January 2, 20X4. Grant's 30 percent interest in South gave Grant ...
... Full file at http://emailtestbank.com/ Test-Bank-for-Advanced-Financial-Accounting-10th-Edition-by-Christensen 22. Note: This is a Kaplan CPA Review Question Grant, Inc. acquired 30 percent of South Co.'s voting stock for $200,000 on January 2, 20X4. Grant's 30 percent interest in South gave Grant ...
Expected Returns on Major Asset Classes
... predictions are anchored on historical experience, financial theories, and observation of prevailing market conditions. In Expected Returns (Ilmanen 2011a), I try to tackle this broad topic in a comprehensive manner. This book offers a more manageable reading experience by adapting four of the centr ...
... predictions are anchored on historical experience, financial theories, and observation of prevailing market conditions. In Expected Returns (Ilmanen 2011a), I try to tackle this broad topic in a comprehensive manner. This book offers a more manageable reading experience by adapting four of the centr ...
How Much Diversification is Enough
... desire for riches. But what motivates this behavior is the aspirations of investors, not their attitudes toward risk. Some investors fill the uppermost layer with the few stocks of an undiversified portfolio; others fill it with lottery tickets. Neither lottery buying nor undiversified portfolios ar ...
... desire for riches. But what motivates this behavior is the aspirations of investors, not their attitudes toward risk. Some investors fill the uppermost layer with the few stocks of an undiversified portfolio; others fill it with lottery tickets. Neither lottery buying nor undiversified portfolios ar ...
Sound Practice Guidelines
... retained by the Fund Administrator. Many Sponsors, Investment Advisors etc are licenced in a competent financial centre and rigourous checks should be made to establish that the parties are in good standing and are competent and sufficiently robust to carry out their obligations to the Fund. c) Conf ...
... retained by the Fund Administrator. Many Sponsors, Investment Advisors etc are licenced in a competent financial centre and rigourous checks should be made to establish that the parties are in good standing and are competent and sufficiently robust to carry out their obligations to the Fund. c) Conf ...
Heartland Group, Inc.
... UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCEHDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act File number: 811-04982 ...
... UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCEHDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act File number: 811-04982 ...
accounting ratios
... 11. What do you mean by ‘Quick Ratio’? What are its significances and objectives? Meaning: Quick ratio is also known as acid test or liquid ratio, which establishes a relationship between quick assets and current liabilities excluding bank overdraft. A quick ratio of 1:1 is considered to be acceptab ...
... 11. What do you mean by ‘Quick Ratio’? What are its significances and objectives? Meaning: Quick ratio is also known as acid test or liquid ratio, which establishes a relationship between quick assets and current liabilities excluding bank overdraft. A quick ratio of 1:1 is considered to be acceptab ...
Share Valuation and Evaluation of the Effect of the Use of Defense
... attitude towards risk of investors, market conditions and market expectations. Defense mechanisms are used to protect a firm from a takeover or unwanted influence. The defense mechanism which is most suitable to ForFarmers is the use of share certificates, since it shareholders with certificates in ...
... attitude towards risk of investors, market conditions and market expectations. Defense mechanisms are used to protect a firm from a takeover or unwanted influence. The defense mechanism which is most suitable to ForFarmers is the use of share certificates, since it shareholders with certificates in ...
four reasons to consider an allocation to international small cap
... Investors first fell in love with American small cap stocks in the late 1970s when small companies became recognized as more nimble, fast growing, and more able to adapt to changes to technology than their bloated, plodding large competitors. Since their first great boom, US small caps have proven t ...
... Investors first fell in love with American small cap stocks in the late 1970s when small companies became recognized as more nimble, fast growing, and more able to adapt to changes to technology than their bloated, plodding large competitors. Since their first great boom, US small caps have proven t ...
A Primer on Non-Traded REITs and other Alternative Real Estate
... issue a fixed number of shares at IPO and their shares are usually nonredeemable until the fund liquidates. Investors buy and sell shares of closed-end funds on an exchange throughout the day at market-determined prices which are typically different from the funds’ net asset values. Because closed-e ...
... issue a fixed number of shares at IPO and their shares are usually nonredeemable until the fund liquidates. Investors buy and sell shares of closed-end funds on an exchange throughout the day at market-determined prices which are typically different from the funds’ net asset values. Because closed-e ...
Dalton Street Capital Absolute Return Fund Product Disclosure
... To deliver absolute returns with low correlation to traditional asset classes over a rolling three year period. ...
... To deliver absolute returns with low correlation to traditional asset classes over a rolling three year period. ...
prospectus - Cullen Funds
... Like all investments, investing in the High Dividend Fund involves risks, including the risk that you may lose part or all of the money you invest. General Stock Risks. The High Dividend Fund’s major risks are those of investing in the stock market, which can mean that the Fund may experience sudden ...
... Like all investments, investing in the High Dividend Fund involves risks, including the risk that you may lose part or all of the money you invest. General Stock Risks. The High Dividend Fund’s major risks are those of investing in the stock market, which can mean that the Fund may experience sudden ...
The Colors of Investors` Money: The Role of Institutional
... tend to avoid high dividend-paying stocks. Third, U.S. institutions diverge from non-U.S. foreign institutions in their preference for value over growth stocks, and a tendency to hold stocks in English-speaking countries and emerging markets. Thus, there is generally substantial diversity in the rev ...
... tend to avoid high dividend-paying stocks. Third, U.S. institutions diverge from non-U.S. foreign institutions in their preference for value over growth stocks, and a tendency to hold stocks in English-speaking countries and emerging markets. Thus, there is generally substantial diversity in the rev ...
An Equity Valuation and Analysis of Havertys Furniture Companies
... government required annual disclosure. The source used in this process is the 10-k. Specifically, the balance sheet, income statement, statement of cash flows, and finally, any footnotes having to do with accounting policy. In the end key accounting policies should be aligned with the firm’s key suc ...
... government required annual disclosure. The source used in this process is the 10-k. Specifically, the balance sheet, income statement, statement of cash flows, and finally, any footnotes having to do with accounting policy. In the end key accounting policies should be aligned with the firm’s key suc ...
risk measurement for hedge fund portfolios
... associated with hedge fund manager returns. Further research is needed to confirm these results using a larger sample of managers. Furthermore, future research is needed to identify ways to deal with manager who switch strategies or invest in multiple industries and asset classes. ...
... associated with hedge fund manager returns. Further research is needed to confirm these results using a larger sample of managers. Furthermore, future research is needed to identify ways to deal with manager who switch strategies or invest in multiple industries and asset classes. ...
Expected Returns on Major Asset Classes
... predictions are anchored on historical experience, financial theories, and observation of prevailing market conditions. In Expected Returns (Ilmanen 2011a), I try to tackle this broad topic in a comprehensive manner. This book offers a more manageable reading experience by adapting four of the centr ...
... predictions are anchored on historical experience, financial theories, and observation of prevailing market conditions. In Expected Returns (Ilmanen 2011a), I try to tackle this broad topic in a comprehensive manner. This book offers a more manageable reading experience by adapting four of the centr ...
Financial-Accounting-6th-Edition-Libby-Test-Bank
... 69. The financial leverage ratio for a company was 2.54 in 2003 while its competitor's ratio was 1.26 for the same year. The higher ratio for the first company indicates A. it uses less debt than equity financing to acquire its assets. B. the competitor finances more of its assets using equity rathe ...
... 69. The financial leverage ratio for a company was 2.54 in 2003 while its competitor's ratio was 1.26 for the same year. The higher ratio for the first company indicates A. it uses less debt than equity financing to acquire its assets. B. the competitor finances more of its assets using equity rathe ...
Private equity
In finance, private equity is an asset class consisting of equity securities and debt in operating companies that are not publicly traded on a stock exchange.A private equity investment will generally be made by a private equity firm, a venture capital firm or an angel investor. Each of these categories of investor has its own set of goals, preferences and investment strategies; however, all provide working capital to a target company to nurture expansion, new-product development, or restructuring of the company’s operations, management, or ownership.Bloomberg Businessweek has called private equity a rebranding of leveraged-buyout firms after the 1980s. Common investment strategies in private equity include: leveraged buyouts, venture capital, growth capital, distressed investments and mezzanine capital. In a typical leveraged-buyout transaction, a private-equity firm buys majority control of an existing or mature firm. This is distinct from a venture-capital or growth-capital investment, in which the investors (typically venture-capital firms or angel investors) invest in young, growing or emerging companies, and rarely obtain majority control.Private equity is also often grouped into a broader category called private capital, generally used to describe capital supporting any long-term, illiquid investment strategy.