FIRST ASSET CANADIAN DIVIDEND LOW VOLATILITY INDEX ETF
... traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return of the Fund are the historical annual compounded total returns, including changes in unit value ...
... traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return of the Fund are the historical annual compounded total returns, including changes in unit value ...
CHAPTER 9 The Cost of Capital
... Therefore, preferred stock often has a lower B-T yield than the B-T yield on debt. The A-T yield to an investor, and the A-T cost to the issuer, are higher on preferred stock than on debt. Consistent with higher risk of preferred stock. ...
... Therefore, preferred stock often has a lower B-T yield than the B-T yield on debt. The A-T yield to an investor, and the A-T cost to the issuer, are higher on preferred stock than on debt. Consistent with higher risk of preferred stock. ...
Lazard Emerging Markets Equity Portfolio
... 1 As June 30, 2017 © 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content ...
... 1 As June 30, 2017 © 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content ...
Cash flows from operating activities
... from operating activities uses the logic that a change in any balance sheet account (including Cash) can be analyzed in terms of changes in other balance sheet accounts. Any change in the Cash account can be determined by analyzing changes in liability, stockholders’ equity, and noncash asset ...
... from operating activities uses the logic that a change in any balance sheet account (including Cash) can be analyzed in terms of changes in other balance sheet accounts. Any change in the Cash account can be determined by analyzing changes in liability, stockholders’ equity, and noncash asset ...
Financialization in the Extreme - Political Economy Research Institute
... follows: prices in asset markets are formed with a view to future economic and financial market conditions, yet these conditions cannot be known with certainty. To construct a world more likely to hue to efficient market characteristics, several changes would be required. Financial instruments would ...
... follows: prices in asset markets are formed with a view to future economic and financial market conditions, yet these conditions cannot be known with certainty. To construct a world more likely to hue to efficient market characteristics, several changes would be required. Financial instruments would ...
Stocks-Bonds - Model Capital Management LLC
... The value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. ...
... The value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. ...
Stable Value - Prudential Retirement
... the return of principal and a stated rate of interest. Separate Account GICs are GICs issued by an insurance company and are maintained within a separate account. GICs are backed by the general account of the insurance company while Separate Account GICs are backed by a segregated pool of assets. Se ...
... the return of principal and a stated rate of interest. Separate Account GICs are GICs issued by an insurance company and are maintained within a separate account. GICs are backed by the general account of the insurance company while Separate Account GICs are backed by a segregated pool of assets. Se ...
The Accounting Equation
... Says that income can be determined for any period of time (month, quarter, year, etc.) Any accounting period of twelve months is called a FISCAL YEAR ...
... Says that income can be determined for any period of time (month, quarter, year, etc.) Any accounting period of twelve months is called a FISCAL YEAR ...
asset
... page viii for list of features for each chapter of the text: Power Point lectures, quizzes, videos, ...
... page viii for list of features for each chapter of the text: Power Point lectures, quizzes, videos, ...
May 2, 2014 Dear Client: Last year was a year of planned, positive
... example would be the use of an S&P 500 Index Fund to represent the U.S. Large Cap equity market segment. Further, according to the NEPC study and our continued research on the topic, the most opportune time to invest passively is during a period in which markets tend to move upwards in lockstep fash ...
... example would be the use of an S&P 500 Index Fund to represent the U.S. Large Cap equity market segment. Further, according to the NEPC study and our continued research on the topic, the most opportune time to invest passively is during a period in which markets tend to move upwards in lockstep fash ...
Calculating the Valuation Inputs for Firms With Financial Data
... But, much effort goes into calculating them. b. Much of the value comes from the stable growth after year 10. ...
... But, much effort goes into calculating them. b. Much of the value comes from the stable growth after year 10. ...
Fidelity® VIP Growth Portfolio — Service Class 2
... Investment Strategy from investment’s prospectus The investment seeks to achieve capital appreciation. The fund primarily invests in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The ...
... Investment Strategy from investment’s prospectus The investment seeks to achieve capital appreciation. The fund primarily invests in common stocks. It invests in companies that the adviser believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The ...
US Private Placements: SEC Adopts Relaxed Marketing
... U.S. private placements through general solicitation and general advertising—such as print advertisements, media broadcasts, website postings and public seminars—in connection with sales of securities to certain sophisticated investors. These rules will also be available to Canadian companies and ot ...
... U.S. private placements through general solicitation and general advertising—such as print advertisements, media broadcasts, website postings and public seminars—in connection with sales of securities to certain sophisticated investors. These rules will also be available to Canadian companies and ot ...
3-1
... Different accounting procedures Different fiscal year ends Differences in capital structure Seasonal variations and one-time events Return to Quiz 3-34 ...
... Different accounting procedures Different fiscal year ends Differences in capital structure Seasonal variations and one-time events Return to Quiz 3-34 ...
tendering exercise for investment management
... At its May 2008 meeting, the Investment Committee agreed to carry out a tendering exercise for active investment management with a view to changing our current investment management contract with Legal & General, who provide a passive investment management service. Legal & General were appointed on ...
... At its May 2008 meeting, the Investment Committee agreed to carry out a tendering exercise for active investment management with a view to changing our current investment management contract with Legal & General, who provide a passive investment management service. Legal & General were appointed on ...
Independent Review Committee 2016 Report to Securityholders
... 2. Allowing the Funds to purchase securities of an issuer, for which a related party, such as RBC Dominion Securities Inc., acted as an underwriter, in an offering of the securities or at any time during the restricted period following the completion of the offering 3. Allowing the Funds to pu ...
... 2. Allowing the Funds to purchase securities of an issuer, for which a related party, such as RBC Dominion Securities Inc., acted as an underwriter, in an offering of the securities or at any time during the restricted period following the completion of the offering 3. Allowing the Funds to pu ...
Chapter 11: Accounting
... Sales: the total value of all the products the business sold during the year. Also called Turnover. Cost of Sales: the amount the business spent buying or making all the products it sold during the year. Gross Profit: the difference between the total value the business sold its products for and the ...
... Sales: the total value of all the products the business sold during the year. Also called Turnover. Cost of Sales: the amount the business spent buying or making all the products it sold during the year. Gross Profit: the difference between the total value the business sold its products for and the ...
Stable Value: Not all funds are created equal
... a manager’s performance over many interest rate cycles will provide insight to how a particular manager enters and exits the different cycles. Reviewing the management of allocations to the different types of fixed income securities also has an impact on the overall performance, as well as a securit ...
... a manager’s performance over many interest rate cycles will provide insight to how a particular manager enters and exits the different cycles. Reviewing the management of allocations to the different types of fixed income securities also has an impact on the overall performance, as well as a securit ...
Chapter 13
... – Managers won’t issue under-valued stock for +NPV projects • Makes two key predictions about managerial behavior: (1) Firms hold financial slack so don’t have to issue securities (2) If firm must issue securities, will follow pecking order and sell first low-risk debt, using equity only as last res ...
... – Managers won’t issue under-valued stock for +NPV projects • Makes two key predictions about managerial behavior: (1) Firms hold financial slack so don’t have to issue securities (2) If firm must issue securities, will follow pecking order and sell first low-risk debt, using equity only as last res ...
FIN_Course_SLO
... 5. Explain the management (the whats, hows, whens, and whys) of working capital and current assets; ...
... 5. Explain the management (the whats, hows, whens, and whys) of working capital and current assets; ...
I-45 Investments - Town of Cardston
... In order to mitigate risk, the Town of Cardston only invests in the securities which are authorized investments as defined and described by sections 250 (1) and (2) of the Municipal Government Act (MGA) RSA 2000 Chapter M-26 (a copy of which is attached to this policy as Schedule A). 2. Meet daily c ...
... In order to mitigate risk, the Town of Cardston only invests in the securities which are authorized investments as defined and described by sections 250 (1) and (2) of the Municipal Government Act (MGA) RSA 2000 Chapter M-26 (a copy of which is attached to this policy as Schedule A). 2. Meet daily c ...
CMAA Investment Policy - Construction Management Association of
... Investment Policy are to (1) provide liquidity; (2) protect assets; (3) preserve principal; and (4) maximize returns. Given that these funds are primarily of an operational nature, conservative investment will be practiced at all times (see section VII). II. ...
... Investment Policy are to (1) provide liquidity; (2) protect assets; (3) preserve principal; and (4) maximize returns. Given that these funds are primarily of an operational nature, conservative investment will be practiced at all times (see section VII). II. ...
25% 75% - Amundi
... this document. A professional advisor should be consulted to determine whether an investment in the Funds is suitable. The value of, and any income from, an investment in the Funds can decrease as well as increase. The Funds have no guaranteed performance. Further, past performance is not a guarante ...
... this document. A professional advisor should be consulted to determine whether an investment in the Funds is suitable. The value of, and any income from, an investment in the Funds can decrease as well as increase. The Funds have no guaranteed performance. Further, past performance is not a guarante ...
Chap021-Investors and the Investment Process
... • The tax status of pension funds makes them favor assets with the largest spread between pretax and after-tax rates of return. • Pension funds make use of immunization. • Investing in equities occurs for both correct and wrong reasons. INVESTMENTS | BODIE, KANE, MARCUS ...
... • The tax status of pension funds makes them favor assets with the largest spread between pretax and after-tax rates of return. • Pension funds make use of immunization. • Investing in equities occurs for both correct and wrong reasons. INVESTMENTS | BODIE, KANE, MARCUS ...
Finance Committee
... BACKGROUND: The Qualified Governmental Excess Benefit Arrangement Plan (Section 415[m]) is a retirement plan used to defer taxation on retirement contributions in excess of the limitations otherwise imposed by the IRS on other retirement plans. This “excess benefit” plan is considered non-qualified ...
... BACKGROUND: The Qualified Governmental Excess Benefit Arrangement Plan (Section 415[m]) is a retirement plan used to defer taxation on retirement contributions in excess of the limitations otherwise imposed by the IRS on other retirement plans. This “excess benefit” plan is considered non-qualified ...
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.