Office of Government Ethics Guidance on Hedge Fund and Other
... about conflicts of interest arising out of the ownership of these assets. See OGE LA-14-05. Thus, in these circumstances, OGE has determined that the investor need not divest their interest in the fund in order to comply with the disclosure requirements. To receive a certification without divestitur ...
... about conflicts of interest arising out of the ownership of these assets. See OGE LA-14-05. Thus, in these circumstances, OGE has determined that the investor need not divest their interest in the fund in order to comply with the disclosure requirements. To receive a certification without divestitur ...
Chapter - Finance
... comparisons of firm performance over time and also compare performance across different firms. Financial ratios are statistical yardsticks that relate two numbers generally taken from a firm’s income statements and balance sheets. Financial ratios fall into five categories: liquidity ratios, asset m ...
... comparisons of firm performance over time and also compare performance across different firms. Financial ratios are statistical yardsticks that relate two numbers generally taken from a firm’s income statements and balance sheets. Financial ratios fall into five categories: liquidity ratios, asset m ...
13 - Finance
... Stock price = $10 per share ROE = EAT equity = $13,500 $90,000 = 15% EPS = EAT number of shares = $13,500 9,000,000 = $1.50 The treasurer feels debt can be traded for equity without immediately affecting the price of the stock or the rate at which the firm can borrow. Management believes it ...
... Stock price = $10 per share ROE = EAT equity = $13,500 $90,000 = 15% EPS = EAT number of shares = $13,500 9,000,000 = $1.50 The treasurer feels debt can be traded for equity without immediately affecting the price of the stock or the rate at which the firm can borrow. Management believes it ...
BlackRock US Corporate Bond Index Fund
... The Fund uses techniques for efficient portfolio management purposes or to protect against exchange rate risk. These techniques ...
... The Fund uses techniques for efficient portfolio management purposes or to protect against exchange rate risk. These techniques ...
How Do Private Equity Investments Perform Compared to Public
... those of public markets. Venture capital (VC) funds started in the 1990s substantially outperformed public equities; however, those started since 2000 have generally underperformed. The new results uncover a performance rebound for VC funds raised in recent years. This is consistent with a large dec ...
... those of public markets. Venture capital (VC) funds started in the 1990s substantially outperformed public equities; however, those started since 2000 have generally underperformed. The new results uncover a performance rebound for VC funds raised in recent years. This is consistent with a large dec ...
Ch_2
... In the short-run, certain equipment, resources, and commitments of the firm are fixed, but the firm can vary such inputs as labor and raw materials. In the long-run, all inputs of production (and hence costs) are variable. ...
... In the short-run, certain equipment, resources, and commitments of the firm are fixed, but the firm can vary such inputs as labor and raw materials. In the long-run, all inputs of production (and hence costs) are variable. ...
full press release. - Punter Southall Transaction Services
... stakeholders. The firm offers a unique combination of strategic, financial, actuarial, regulatory and policy expertise and provides independent, customised pension and OPEB risk management and restructuring advisory services. Palisades has extensive experience in assisting with, supervising, or lead ...
... stakeholders. The firm offers a unique combination of strategic, financial, actuarial, regulatory and policy expertise and provides independent, customised pension and OPEB risk management and restructuring advisory services. Palisades has extensive experience in assisting with, supervising, or lead ...
Buy and Hold is Dead (Again)
... concerned about their retirement. The latest financial planning research shows that portfolio returns in the first decade of retirement are critically important. Although a portfolio may earn average expected returns over the life expectancy of the retiree following retirement, it is the order of ho ...
... concerned about their retirement. The latest financial planning research shows that portfolio returns in the first decade of retirement are critically important. Although a portfolio may earn average expected returns over the life expectancy of the retiree following retirement, it is the order of ho ...
What is an investment?
... • Any private benefit arising from a social investment has to be incidental to the furtherance of the charity’s purposes • An educational charity investing in a profit making private school would not be an appropriate way of furthering the charity’s purposes by way of a social investment. It may be ...
... • Any private benefit arising from a social investment has to be incidental to the furtherance of the charity’s purposes • An educational charity investing in a profit making private school would not be an appropriate way of furthering the charity’s purposes by way of a social investment. It may be ...
Capital Structure Composition and Solvency
... • Earnings coverage of preferred dividends ratio – Computation must include in fixed charges all expenditures taking precedence over preferred dividends. – Since preferred dividends are not tax deductible, after-tax income must be used to cover them. ...
... • Earnings coverage of preferred dividends ratio – Computation must include in fixed charges all expenditures taking precedence over preferred dividends. – Since preferred dividends are not tax deductible, after-tax income must be used to cover them. ...
Mutual Funds - Cornerstone Retirement
... Since their inception in 1924, open-end mutual funds have been a fast growing, profitable industry. At the time of the Great Crash in 1929, 19 mutual funds existed1. At year-end 2011, there were more than 8,600—approximately three times the number of companies that trade on the New York Stock Exchan ...
... Since their inception in 1924, open-end mutual funds have been a fast growing, profitable industry. At the time of the Great Crash in 1929, 19 mutual funds existed1. At year-end 2011, there were more than 8,600—approximately three times the number of companies that trade on the New York Stock Exchan ...
Financing Real Estate through Capital Markets Real Estate
... Real Estate Investment Trusts (REITs) are real estate financing vehicles that are modelled after mutual (or unit trust) funds. REITs own, and in most cases, operate income-producing real estate projects. The REITs structure are created to provide all type of investors (private individuals and instit ...
... Real Estate Investment Trusts (REITs) are real estate financing vehicles that are modelled after mutual (or unit trust) funds. REITs own, and in most cases, operate income-producing real estate projects. The REITs structure are created to provide all type of investors (private individuals and instit ...
Poplar Forest Cornerstone Fund Summary Prospectus
... Equity securities in which the Fund may invest include, but are not limited to, common stocks, foreign equity securities, convertible securities, and options on stocks, warrants, rights, and/or other investment companies, including mutual funds and exchange-traded funds (“ETFs”). Equity securities w ...
... Equity securities in which the Fund may invest include, but are not limited to, common stocks, foreign equity securities, convertible securities, and options on stocks, warrants, rights, and/or other investment companies, including mutual funds and exchange-traded funds (“ETFs”). Equity securities w ...
Disentangling returns from hedged international equities
... All data, unless otherwise stated in the footnote of the relevant page is as at June 2009 and may have changed since. This information has been provided for the information of the recipient only and is not for onward distribution. Issued in the UK by Record Currency Management Limited, which is auth ...
... All data, unless otherwise stated in the footnote of the relevant page is as at June 2009 and may have changed since. This information has been provided for the information of the recipient only and is not for onward distribution. Issued in the UK by Record Currency Management Limited, which is auth ...
Key Investor Information
... At least 80% of the fund will be invested in shares of UK companies. The fund has no bias to any particular industry. The fund follows an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies t ...
... At least 80% of the fund will be invested in shares of UK companies. The fund has no bias to any particular industry. The fund follows an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies t ...
Fundamentals of Investing Chapter Fifteen
... Investment Growth and Liquidity Growth means investments will increase in value Common stock. Growth stocks reinvest retained earnings. Bonds, mutual funds and real estate. Liquidity. Ability to buy or sell an investment quickly without substantially affecting the investment’s value. ...
... Investment Growth and Liquidity Growth means investments will increase in value Common stock. Growth stocks reinvest retained earnings. Bonds, mutual funds and real estate. Liquidity. Ability to buy or sell an investment quickly without substantially affecting the investment’s value. ...
1 VALUING PRIVATE FIRMS So far in this book, we
... When valuing publicly traded firms, we used the unlevered betas of the businesses that the firms operated in to estimate bottom-up betas – the costs of equity were based upon these betas. We did so because of the low standard errors on these estimates (due to the averaging across large numbers of fi ...
... When valuing publicly traded firms, we used the unlevered betas of the businesses that the firms operated in to estimate bottom-up betas – the costs of equity were based upon these betas. We did so because of the low standard errors on these estimates (due to the averaging across large numbers of fi ...
View Week 9 Presentation
... between the main classes, e.g., bank loans, trade creditors and accrued liabilities, loans payable, taxes payable, dividends payable, deferred revenues, current payments on longterm debt and future income tax liabilities. ...
... between the main classes, e.g., bank loans, trade creditors and accrued liabilities, loans payable, taxes payable, dividends payable, deferred revenues, current payments on longterm debt and future income tax liabilities. ...
Asset Allocation
... patterns of return and risk There is now a consensus in empirical finance that expected asset returns, and also variances and covariances, are, to some extent, predictable. Pioneering work on the predictability of asset class returns in the U.S. market was carried out by Keim and Stambaugh (1986), C ...
... patterns of return and risk There is now a consensus in empirical finance that expected asset returns, and also variances and covariances, are, to some extent, predictable. Pioneering work on the predictability of asset class returns in the U.S. market was carried out by Keim and Stambaugh (1986), C ...
docx - ICEBUSS
... Working capital is a sum of money that is always available in companies that used to membelanjai activities company. Activities company to begin if they are funds available which have been taken acceptable back in a time period of a year. Working capital management is very important that the surviva ...
... Working capital is a sum of money that is always available in companies that used to membelanjai activities company. Activities company to begin if they are funds available which have been taken acceptable back in a time period of a year. Working capital management is very important that the surviva ...
Chapter 2
... liabilities payable from fund resources, and fund equities to attain objectives specified by regulations, restrictions, or limitations i.e. an entity with its own set of books ...
... liabilities payable from fund resources, and fund equities to attain objectives specified by regulations, restrictions, or limitations i.e. an entity with its own set of books ...
GQG Partners Emerging Markets Equity Fund
... such companies may suffer a decline in response. These factors contribute to price volatility, which is the principal risk of investing in the Fund. IPO Risk – The market value of shares issued in an IPO may fluctuate considerably due to factors such as the absence of a prior public market, unseason ...
... such companies may suffer a decline in response. These factors contribute to price volatility, which is the principal risk of investing in the Fund. IPO Risk – The market value of shares issued in an IPO may fluctuate considerably due to factors such as the absence of a prior public market, unseason ...
TCW High Dividend Equities Fund Summary Prospectus
... generally refers to writing or selling call options (i.e., holding a “short” position) on assets on which it has long exposure to in an attempt to generate increased income from the asset. These practices may be used to hedge the Fund’s portfolio as well as for investment purposes; however, such pra ...
... generally refers to writing or selling call options (i.e., holding a “short” position) on assets on which it has long exposure to in an attempt to generate increased income from the asset. These practices may be used to hedge the Fund’s portfolio as well as for investment purposes; however, such pra ...
enhanced disclosure for hedge funds
... As mentioned in Disclosure Principle 3 (Fund structure), as part of OnePath’s due diligence process, liquidity of the underlying funds is considered before selection. During normal market conditions, it has been determined that OnePath can reasonably expect to liquidate 80% of the Funds’ assets with ...
... As mentioned in Disclosure Principle 3 (Fund structure), as part of OnePath’s due diligence process, liquidity of the underlying funds is considered before selection. During normal market conditions, it has been determined that OnePath can reasonably expect to liquidate 80% of the Funds’ assets with ...
NBER WORKING PAPER SERIES Kristin J. Forbes Working Paper 13908
... The empirical results suggest that a primary factor driving both equity and bond flows into the United States is a country’s level of financial development. Countries with less developed financial markets tend to hold a greater share of their portfolios in the United States, and the strength of thi ...
... The empirical results suggest that a primary factor driving both equity and bond flows into the United States is a country’s level of financial development. Countries with less developed financial markets tend to hold a greater share of their portfolios in the United States, and the strength of thi ...
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.