AER Better Regulation Rate of Return Factsheet
... rate of return and how these are assessed. Our approach will balance the interests of stakeholders by providing the opportunity for the recovery of efficient financing costs and more stable returns for the businesses, and more stable price movements for consumers. What is the rate of return? The all ...
... rate of return and how these are assessed. Our approach will balance the interests of stakeholders by providing the opportunity for the recovery of efficient financing costs and more stable returns for the businesses, and more stable price movements for consumers. What is the rate of return? The all ...
The benefits of growth with lower volatility
... extent of their exposure to risk; (2) have sufficient knowledge, experience and access to professional advisors to make their own legal, tax, accounting, and financial evaluation of the merits and risks of participating in an investment in the strategy; and (3) consider the suitability of investing ...
... extent of their exposure to risk; (2) have sufficient knowledge, experience and access to professional advisors to make their own legal, tax, accounting, and financial evaluation of the merits and risks of participating in an investment in the strategy; and (3) consider the suitability of investing ...
Hubert Cottogni_3rd Danube Financing Dialogue
... meaning that funding became expensive in these places. (E.g. on average loans cost 1.6% more in Italy and Spain than in Germany) ...
... meaning that funding became expensive in these places. (E.g. on average loans cost 1.6% more in Italy and Spain than in Germany) ...
Strategy Guide - Standard Life Investments
... ¬ We strive for excellent bottom-up stock selection and alpha capture expertise from our highly experienced GEM equities team. ¬ Our industry-leading multi-asset specialists seek to produce return-seeking enhanceddiversification strategies to create a more durably diversified portfolio. ¬ We have ...
... ¬ We strive for excellent bottom-up stock selection and alpha capture expertise from our highly experienced GEM equities team. ¬ Our industry-leading multi-asset specialists seek to produce return-seeking enhanceddiversification strategies to create a more durably diversified portfolio. ¬ We have ...
Utility and Telecommunications Fund
... market and reduced liquidity for certain bonds held by the fund. In general, when interest rates rise, bond values fall and investors may lose principal value. Interest-rate changes and their impact on the fund and its share price can be sudden and unpredictable. The use of derivatives may reduce re ...
... market and reduced liquidity for certain bonds held by the fund. In general, when interest rates rise, bond values fall and investors may lose principal value. Interest-rate changes and their impact on the fund and its share price can be sudden and unpredictable. The use of derivatives may reduce re ...
Cashflow Forecasting
... If the borrowing has an explicit interest cost, then put it in debt, if not leave it in Working Capital. If there is an explicit interest cost, it can be factored into the cost of capital more easily ...
... If the borrowing has an explicit interest cost, then put it in debt, if not leave it in Working Capital. If there is an explicit interest cost, it can be factored into the cost of capital more easily ...
Solid corporate earnings reports – weak equity markets
... perhaps would be warranted for an automaker with little growth, but not for company with a top line growth around 20%. We could make quite a long list of healthy companies with exciting long term growth prospects trading at bargain multiples. In summary, we continue to see vastly better opportunitie ...
... perhaps would be warranted for an automaker with little growth, but not for company with a top line growth around 20%. We could make quite a long list of healthy companies with exciting long term growth prospects trading at bargain multiples. In summary, we continue to see vastly better opportunitie ...
Columbia Marsico International Opportunities Fund
... period, and oil prices roughly stabilized at approximately half of mid-2014 price levels. A difficult U.S. winter weighed on many measures of spending and output in the first quarter. Activity in Europe and Japan remained stagnant, and China’s economic barometers continued to signal fading economic ...
... period, and oil prices roughly stabilized at approximately half of mid-2014 price levels. A difficult U.S. winter weighed on many measures of spending and output in the first quarter. Activity in Europe and Japan remained stagnant, and China’s economic barometers continued to signal fading economic ...
Closed-End Fund GGM Guggenheim Credit Allocation Fund
... Risks and Other Considerations There can be no assurance that the Fund will achieve its investment objective. The value of the Fund will fluctuate with the value of the underlying securities. Historically, closed-end funds often trade at a discount to their net asset value. The Fund is subject to in ...
... Risks and Other Considerations There can be no assurance that the Fund will achieve its investment objective. The value of the Fund will fluctuate with the value of the underlying securities. Historically, closed-end funds often trade at a discount to their net asset value. The Fund is subject to in ...
New Venture Financing
... Entrepreneurs with attractive personal characteristics such as integrity and ‘coachability’ Good rapport with management team Good market and growth potential for the opportunity Exit strategy of merger, IPO, or buyback Expected performance smaller than with venture capital (ROI of 30% to 50%; sales ...
... Entrepreneurs with attractive personal characteristics such as integrity and ‘coachability’ Good rapport with management team Good market and growth potential for the opportunity Exit strategy of merger, IPO, or buyback Expected performance smaller than with venture capital (ROI of 30% to 50%; sales ...
Investment Terminology and Concepts
... • Owning shares in Home Depot does not mean you can go help yourself to free home improvement or other building materials! ...
... • Owning shares in Home Depot does not mean you can go help yourself to free home improvement or other building materials! ...
Topic Note-3
... directors which controls the firm and are entitled to the cash flows generated by the firm. However, stock holders are residual claimants: they get only the cash flow left over after paying interest to debt holders and other claimants. However, at this stage, we will assume that the firm is 100% equ ...
... directors which controls the firm and are entitled to the cash flows generated by the firm. However, stock holders are residual claimants: they get only the cash flow left over after paying interest to debt holders and other claimants. However, at this stage, we will assume that the firm is 100% equ ...
FM11 Ch 19 Instructors Manual
... its capital from institutional investors and invests in start-up companies in exchange for equity. The venture capitalist gets a seat on the companies’ boards of directors. Before an IPO, the senior management team and the investment banker make presentations to potential investors. They make presen ...
... its capital from institutional investors and invests in start-up companies in exchange for equity. The venture capitalist gets a seat on the companies’ boards of directors. Before an IPO, the senior management team and the investment banker make presentations to potential investors. They make presen ...
Main Title Goes Here - hsuaf
... * The "Filthy 15" compromise of the following corporations that are deemed to be the largest and dirtiest energy producers; Arch Coal Inc., Ameren Corp, American Electric Power Company Inc., Alpha Natural Resources Inc., CONSOL Energy Inc., Dominion Resources Inc., Duke Energy Corp, Consolidated Edi ...
... * The "Filthy 15" compromise of the following corporations that are deemed to be the largest and dirtiest energy producers; Arch Coal Inc., Ameren Corp, American Electric Power Company Inc., Alpha Natural Resources Inc., CONSOL Energy Inc., Dominion Resources Inc., Duke Energy Corp, Consolidated Edi ...
guide to absolute return investing
... Absolute return investing has many potential advantages, including the potential to deliver stable returns in both strong and weak markets. Absolute return funds can meet a range of investor needs and goals. Depending on a fund’s individual objective and approach, it could be considered by an invest ...
... Absolute return investing has many potential advantages, including the potential to deliver stable returns in both strong and weak markets. Absolute return funds can meet a range of investor needs and goals. Depending on a fund’s individual objective and approach, it could be considered by an invest ...
Item 11 Disposition of profits
... nature and extent of the business and its risks impose on the Group’s equity and financial position. In view of the Company’s operational focus, the Company’s liquidity remains highly favourable. The Company’s capacity to pursue the intended operations and complete the planned investments is only in ...
... nature and extent of the business and its risks impose on the Group’s equity and financial position. In view of the Company’s operational focus, the Company’s liquidity remains highly favourable. The Company’s capacity to pursue the intended operations and complete the planned investments is only in ...
Click to download IMVA Opportunity November 2014
... No warranty is given, in whole or in part, regarding performance of the Fund. There is no guarantee that its investment objectives will be achieved. Potential investors shall be aware that the value of investments can fall as well as rise and that they may not get back the full amount invested. Past ...
... No warranty is given, in whole or in part, regarding performance of the Fund. There is no guarantee that its investment objectives will be achieved. Potential investors shall be aware that the value of investments can fall as well as rise and that they may not get back the full amount invested. Past ...
michael a - Corporate Warriors
... production homes on various sites. This was something the company had never done before. They set up custom financing and partnership agreements, resulting in an arrangement that was sufficient to provide a good profit for the two partners, only building homes for one commercial developer. However, ...
... production homes on various sites. This was something the company had never done before. They set up custom financing and partnership agreements, resulting in an arrangement that was sufficient to provide a good profit for the two partners, only building homes for one commercial developer. However, ...
RISK AND PROFITABILITY AS CAPITAL STRUCTURE
... is the cumulative outcome of attempts to time the equity markets”, Dittmar and Thakor (2005) show that firms may issue equity when the stock prices are high even when managers do not attempt to exploit marker mispricing [Schultz, 2003]. 2 The effect of leverage on risk and return Leverage and capita ...
... is the cumulative outcome of attempts to time the equity markets”, Dittmar and Thakor (2005) show that firms may issue equity when the stock prices are high even when managers do not attempt to exploit marker mispricing [Schultz, 2003]. 2 The effect of leverage on risk and return Leverage and capita ...
Appreciating Assets Part 1: Stocks and Bonds
... Let's look at various investments over a 25-year time horizon. That span of time could be before retirement, say from age 40 to 65. Or it could be your retirement years from age 65 to 90. We begin with equities, shares of stock in companies that earn a profit and grow their business. Equities could ...
... Let's look at various investments over a 25-year time horizon. That span of time could be before retirement, say from age 40 to 65. Or it could be your retirement years from age 65 to 90. We begin with equities, shares of stock in companies that earn a profit and grow their business. Equities could ...
RIVERPARK INTRODUCES RIVERPARK LONG/SHORT
... performance to be repeated. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost, and current performance may be higher or lower than the performance quoted. For performance data curr ...
... performance to be repeated. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost, and current performance may be higher or lower than the performance quoted. For performance data curr ...
The Importance of Risk Adjusted Returns
... Important notes - please read: The past is not an indication to future performance. The value of investments and any income they produce can go down as well as up and you may not get back the full amount invested. The stockmarket should not be considered as a suitable place for short-term investment ...
... Important notes - please read: The past is not an indication to future performance. The value of investments and any income they produce can go down as well as up and you may not get back the full amount invested. The stockmarket should not be considered as a suitable place for short-term investment ...
Structured for long-term investment success
... with conviction in the businesses they buy and a temperament to cope with market swings. With a long-term outlook and commitment to staying the course, their investment approach is about buying businesses rather than renting stocks. Morningstar calculates the industry average holding period to be ap ...
... with conviction in the businesses they buy and a temperament to cope with market swings. With a long-term outlook and commitment to staying the course, their investment approach is about buying businesses rather than renting stocks. Morningstar calculates the industry average holding period to be ap ...
NEST Higher Risk Fund
... We believe that responsible, well-run companies offer superior long-term value to investors. We exercise the voting rights that come with share ownership to protect the interests of our savers. ...
... We believe that responsible, well-run companies offer superior long-term value to investors. We exercise the voting rights that come with share ownership to protect the interests of our savers. ...
Buy Low Sell High - Sanlam Global Investment Solutions
... * For illustration purposes only. The illustration is intended to demonstrate the rebalancing feature of SMR. The values shown do not reflect an actual investment or represent the actual performance of SMR. Actual performance may be lower or higher than the values quoted herein. Investments with SMR ...
... * For illustration purposes only. The illustration is intended to demonstrate the rebalancing feature of SMR. The values shown do not reflect an actual investment or represent the actual performance of SMR. Actual performance may be lower or higher than the values quoted herein. Investments with SMR ...
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.