New Employee Welcome Guide
... Free informational seminars are offered to give you the opportunity to learn more about the features and benefits of the Plans and how to best put them to work for you. Visit the Plan Web site for a current seminar schedule, or call the Plan Information Line to find a seminar in your area. ...
... Free informational seminars are offered to give you the opportunity to learn more about the features and benefits of the Plans and how to best put them to work for you. Visit the Plan Web site for a current seminar schedule, or call the Plan Information Line to find a seminar in your area. ...
Limited Attention and the Uninformative Persuasion of Mutual Fund
... anticipates a pending improvement in the fund’s reported performance resulting from a negative end-return dropping from the horizon of the HPR calculation. However, the improvement in the reported HPR reflects only that the immediate performance was less negative than the quarter being rolled off. F ...
... anticipates a pending improvement in the fund’s reported performance resulting from a negative end-return dropping from the horizon of the HPR calculation. However, the improvement in the reported HPR reflects only that the immediate performance was less negative than the quarter being rolled off. F ...
Key Takeaways From The FCA Consultation
... (a) it deals on own account only: (i) for the purpose of fulfilling or executing a client order; or (ii) for the purpose of gaining entrance to a clearing and settlement system or a recognised investment exchange or designated investment exchange when acting in an agency capacity or executing a clie ...
... (a) it deals on own account only: (i) for the purpose of fulfilling or executing a client order; or (ii) for the purpose of gaining entrance to a clearing and settlement system or a recognised investment exchange or designated investment exchange when acting in an agency capacity or executing a clie ...
2 amended and restated private placement
... Fund is Rubicon Realty Advisors, Inc. (the “Manager”) (formerly known as Rubicon Management LLC), a California corporation. In 2013 the managing entity, Rubicon Management LLC, was converted via California state law from a limited liability company to a corporation and its name was changed to Rubico ...
... Fund is Rubicon Realty Advisors, Inc. (the “Manager”) (formerly known as Rubicon Management LLC), a California corporation. In 2013 the managing entity, Rubicon Management LLC, was converted via California state law from a limited liability company to a corporation and its name was changed to Rubico ...
Revenue - Employment and Investment Incentive
... relief incentive scheme that provides tax relief for investment in certain corporate trades. ...
... relief incentive scheme that provides tax relief for investment in certain corporate trades. ...
The University of Akron Investment Policy Statement for Endowment Funds
... compensation arrangements, and any other business relationships then existing or then being negotiated between the investment consultant candidate and any investment manager within the universe of investment managers monitored by such investment consultant. Furthermore, after an investment consultan ...
... compensation arrangements, and any other business relationships then existing or then being negotiated between the investment consultant candidate and any investment manager within the universe of investment managers monitored by such investment consultant. Furthermore, after an investment consultan ...
Annual News Conference 2011
... • address market failures or sub-optimal investment situations • could not / to same extent have been carried out in the period without EFSI • higher risk profile: typically EFSI operations, as well as EFSI portfolio • Additionality considered if risk corresponding to EIB Special Activities General ...
... • address market failures or sub-optimal investment situations • could not / to same extent have been carried out in the period without EFSI • higher risk profile: typically EFSI operations, as well as EFSI portfolio • Additionality considered if risk corresponding to EIB Special Activities General ...
Markit Ltd. - cloudfront.net
... The enclosed proxy is solicited on behalf of the board of directors (the “Board” or the “Directors”) of Markit Ltd., a Bermuda company (the “Company”), for use at the Company’s Annual General Meeting of Shareholders to be held at Davis Polk & Wardwell London LLP, 5 Aldermanbury Square, London, EC2V ...
... The enclosed proxy is solicited on behalf of the board of directors (the “Board” or the “Directors”) of Markit Ltd., a Bermuda company (the “Company”), for use at the Company’s Annual General Meeting of Shareholders to be held at Davis Polk & Wardwell London LLP, 5 Aldermanbury Square, London, EC2V ...
Establishing China`s Green Financial System Detailed
... Bank lending served as an early means of attracting private capital into the environmental protection sector. Therefore, within the green finance policy system, green credit was launched the ...
... Bank lending served as an early means of attracting private capital into the environmental protection sector. Therefore, within the green finance policy system, green credit was launched the ...
CSA Mutual Fund Risk Classification Methodology for Use in Fund
... An earlier version of the Methodology was published on December 12, 2013 by the CSA in CSA Notice 81-324 and Request for Comment Proposed CSA Mutual Fund Risk Classification Methodology for Use in Fund Facts (the 2013 Proposal). The 2013 Proposal was developed in response to stakeholder feedback tha ...
... An earlier version of the Methodology was published on December 12, 2013 by the CSA in CSA Notice 81-324 and Request for Comment Proposed CSA Mutual Fund Risk Classification Methodology for Use in Fund Facts (the 2013 Proposal). The 2013 Proposal was developed in response to stakeholder feedback tha ...
Hedge Fund Innovation - American Economic Association
... this paper is whether the institutional design, i.e., a particular set of fund characteristics, provides information on the type of strategy followed by a hedge fund. If the initial characteristics convey little information on important return-generating aspects of the investment strategy, we should ...
... this paper is whether the institutional design, i.e., a particular set of fund characteristics, provides information on the type of strategy followed by a hedge fund. If the initial characteristics convey little information on important return-generating aspects of the investment strategy, we should ...
NextGen College Investing Plan® Client Direct Series
... Important information regarding the NextGen Savings Portfolio. The portion of the underlying deposits in the Bank Deposit Account that is attributable to the Units held by a Participant in the NextGen Savings Portfolio is (a) eligible for FDIC insurance coverage of up to $250,000 per Participant (ca ...
... Important information regarding the NextGen Savings Portfolio. The portion of the underlying deposits in the Bank Deposit Account that is attributable to the Units held by a Participant in the NextGen Savings Portfolio is (a) eligible for FDIC insurance coverage of up to $250,000 per Participant (ca ...
Alternative Investment Fund Managers Directive
... preferred strategy for “complying” with the AIFMD.43 However, this strategy is dangerous and has infinite pitfalls, primarily because “[r]everse solicitation is not a strategy. By definition, one can’t ‘do’ reverse solicitation—it is a passive activity reactive to third-party inquiries of interest i ...
... preferred strategy for “complying” with the AIFMD.43 However, this strategy is dangerous and has infinite pitfalls, primarily because “[r]everse solicitation is not a strategy. By definition, one can’t ‘do’ reverse solicitation—it is a passive activity reactive to third-party inquiries of interest i ...
"The Alpha and Omega of Hedge Fund Performance Measurement"
... have signi…cantly positive alphas when normal returns are measured by an explicit factor model, even when multiple factors serving as proxies for credit or liquidity risks are accounted. However, hedge funds on average do not have signi…cantly positive alphas once the entire distribution is consider ...
... have signi…cantly positive alphas when normal returns are measured by an explicit factor model, even when multiple factors serving as proxies for credit or liquidity risks are accounted. However, hedge funds on average do not have signi…cantly positive alphas once the entire distribution is consider ...
Understanding Personal Finances and Investments
... planning is similar to planning for a business. It begins with the evaluation of different investment opportunities—including the potential return and risk involved in each. At the very least, this process requires some careful study and maybe some expert advice. Investors should beware of people wh ...
... planning is similar to planning for a business. It begins with the evaluation of different investment opportunities—including the potential return and risk involved in each. At the very least, this process requires some careful study and maybe some expert advice. Investors should beware of people wh ...
prospectus - Cullen Funds
... Medium-Capitalization Companies Risk. The High Dividend Fund may invest in the stocks of mediumcapitalization companies. Medium-capitalization companies often have narrower markets and limited managerial and financial resources compared to those of larger, more established companies. As a result, th ...
... Medium-Capitalization Companies Risk. The High Dividend Fund may invest in the stocks of mediumcapitalization companies. Medium-capitalization companies often have narrower markets and limited managerial and financial resources compared to those of larger, more established companies. As a result, th ...
offering supplement - Active Return Capital
... Seventy Thousand Great Britain Pounds (GBP 70,000) for the Capitalisation Participating Shares, or the equivalent in another currency. If the equivalent of Seventy Thousand Great Britain Pounds (GBP 70,000) is less than Seventy Five Thousand Euros (EUR75,000) then the equivalent in Great Britain Pou ...
... Seventy Thousand Great Britain Pounds (GBP 70,000) for the Capitalisation Participating Shares, or the equivalent in another currency. If the equivalent of Seventy Thousand Great Britain Pounds (GBP 70,000) is less than Seventy Five Thousand Euros (EUR75,000) then the equivalent in Great Britain Pou ...
OECD Principles of Corporate Governance
... to contribute to the expansion of world trade on a multilateral, non-discriminatory basis in accordance with international obligations. ...
... to contribute to the expansion of world trade on a multilateral, non-discriminatory basis in accordance with international obligations. ...
Revenue Sharing Fund Families
... on achieving any sales target. Administrative Service Fees Morgan Stanley and/or its affiliates receive compensation from funds or their affiliated service providers for providing certain recordkeeping and related services to the funds. These charges typically are based upon the number or aggregate ...
... on achieving any sales target. Administrative Service Fees Morgan Stanley and/or its affiliates receive compensation from funds or their affiliated service providers for providing certain recordkeeping and related services to the funds. These charges typically are based upon the number or aggregate ...
Leadership, collective decision-making, and pension fund
... the likelihood of competition over the available resources (especially if some decision-makers have a preference or predilection for one type over another). Since resources like time and expertise are expensive, it is important to structure the decision-making process according to the resource requi ...
... the likelihood of competition over the available resources (especially if some decision-makers have a preference or predilection for one type over another). Since resources like time and expertise are expensive, it is important to structure the decision-making process according to the resource requi ...
clear invest
... you are willing to take. If you are in any doubt, you should contact your Financial Adviser. Think about how you feel about the risks associated with investing. Everyone’s situation is different and everyone handles risk differently. Together with your Financial Adviser you can decide what level of ...
... you are willing to take. If you are in any doubt, you should contact your Financial Adviser. Think about how you feel about the risks associated with investing. Everyone’s situation is different and everyone handles risk differently. Together with your Financial Adviser you can decide what level of ...
Treasury Inflation-Protected Securities (TIPS) Fund
... The Fund seeks investment results that correspond with in the Bloomberg Barclays U.S. Treasury Inflation Protected Securities Index (Series-L). The Fund is invested in a portfolio of debt securities that have at least one year remaining to maturity and are rated investment-grade. The securities are ...
... The Fund seeks investment results that correspond with in the Bloomberg Barclays U.S. Treasury Inflation Protected Securities Index (Series-L). The Fund is invested in a portfolio of debt securities that have at least one year remaining to maturity and are rated investment-grade. The securities are ...
Deka - Fundstore
... control mechanisms, and internal reporting between all major levels of the Company. It also ensures that appropriate, systematic records of its business activities and internal organisation are maintained. It takes all appropriate measures to achieve the best possible results for the Fund or subfund ...
... control mechanisms, and internal reporting between all major levels of the Company. It also ensures that appropriate, systematic records of its business activities and internal organisation are maintained. It takes all appropriate measures to achieve the best possible results for the Fund or subfund ...
Institutional non-bank lending and the role of Debt Funds
... still 6% above the corresponding level. This particularly reflects the strong differences between the precrisis growths of both loan-size classes. However, it is questionable if the growth in loans to NFCs of ≤ EUR 1m can be taken as a proxy for the development of SME loans. For example, since 2011, ...
... still 6% above the corresponding level. This particularly reflects the strong differences between the precrisis growths of both loan-size classes. However, it is questionable if the growth in loans to NFCs of ≤ EUR 1m can be taken as a proxy for the development of SME loans. For example, since 2011, ...
rezco stable fund application form – a class units
... you will be required to provide the investor’s tax information, or in the case of a non-individual investor, the entity’s tax information as well at the tax information of its beneficial owner(s). If it is declared that the investor is not a US person, or, in the case of a non-individual investor, a ...
... you will be required to provide the investor’s tax information, or in the case of a non-individual investor, the entity’s tax information as well at the tax information of its beneficial owner(s). If it is declared that the investor is not a US person, or, in the case of a non-individual investor, a ...