1606_CF Canlife Global High Yield Bond
... This indicator is based on historical data and may not be a reliable indication of the future risk profile of this Fund. The risk and reward profile shown is not guaranteed to remain the same and may shift over time. Fixed interest securities are affected by trends in interest rates and inflation. If i ...
... This indicator is based on historical data and may not be a reliable indication of the future risk profile of this Fund. The risk and reward profile shown is not guaranteed to remain the same and may shift over time. Fixed interest securities are affected by trends in interest rates and inflation. If i ...
MOSAX - MassMutual
... beyond the presumed retirement date to offer a continuing investment option for the investor in retirement. The year in the investment option name refers to the approximate year an investor in the option would plan to retire and likely would stop making new contributions to the investment option. Ho ...
... beyond the presumed retirement date to offer a continuing investment option for the investor in retirement. The year in the investment option name refers to the approximate year an investor in the option would plan to retire and likely would stop making new contributions to the investment option. Ho ...
Konza United Way Thank you for living united!
... My employer matches my donation. The corporate match is ______________ . Employer ________________________________________________________ . ...
... My employer matches my donation. The corporate match is ______________ . Employer ________________________________________________________ . ...
Portfolio Funding Profile
... For Due Diligence purposes only. Not for distribution to the public in any form. ...
... For Due Diligence purposes only. Not for distribution to the public in any form. ...
Flyer re ABC Investment Option
... This publication has been prepared by AMP Life Limited ABN 84 079 300 379, AFSL No. 233671 (AMP Life). The information contained in this publication has been derived from sources believe to accurate and reliable as at the date of this document. Information provided in this investment option update a ...
... This publication has been prepared by AMP Life Limited ABN 84 079 300 379, AFSL No. 233671 (AMP Life). The information contained in this publication has been derived from sources believe to accurate and reliable as at the date of this document. Information provided in this investment option update a ...
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... monitor all aspects of the fund's performance and funding and amend Funding Strategy Statement/ Statement of Investment Principles accordingly; ...
... monitor all aspects of the fund's performance and funding and amend Funding Strategy Statement/ Statement of Investment Principles accordingly; ...
Revolving doors, musical chairs and portfolio performance
... results. Taking a multi-manager approach will reduce exposure to any one portfolio manager leaving (so-called “specific risk”). Similarly, selecting managers with a robust, entrenched process will reduce a portfolio’s vulnerability to a departure. However, it seems likely that some turnover will occ ...
... results. Taking a multi-manager approach will reduce exposure to any one portfolio manager leaving (so-called “specific risk”). Similarly, selecting managers with a robust, entrenched process will reduce a portfolio’s vulnerability to a departure. However, it seems likely that some turnover will occ ...
FEDERAL BUDGET 2005-2005
... 1. Exemption to income of Pension Fund and Pension Fund Manager. a) The income of a Pension Fund under the scheme is exempt from tax. This is not a conditional exemption. All incomes of a pension fund from whatever sources are exempt from tax. Unlike other mutual funds etc there is no concept of dis ...
... 1. Exemption to income of Pension Fund and Pension Fund Manager. a) The income of a Pension Fund under the scheme is exempt from tax. This is not a conditional exemption. All incomes of a pension fund from whatever sources are exempt from tax. Unlike other mutual funds etc there is no concept of dis ...
I-45 Investments - Town of Cardston
... investment policy and the Municipal Government Act (MGA). Investment Advisors for the Town must be in compliance with regulations under the Alberta Securities Commission and be accountable to the Investment Industry Regulatory Organization of Canada (IIROC) standards. f. Report quarterly to Town Cou ...
... investment policy and the Municipal Government Act (MGA). Investment Advisors for the Town must be in compliance with regulations under the Alberta Securities Commission and be accountable to the Investment Industry Regulatory Organization of Canada (IIROC) standards. f. Report quarterly to Town Cou ...
Outsourced investment management: what it offers the long
... distributions. If the strategy fits what a client wants, this can be a good choice. However, if there is a mismatch between the fund’s terms and the needs of the institution, then the multi-asset fund approach can be frustrating and problematic. The multi-asset class platforms are good at implementi ...
... distributions. If the strategy fits what a client wants, this can be a good choice. However, if there is a mismatch between the fund’s terms and the needs of the institution, then the multi-asset fund approach can be frustrating and problematic. The multi-asset class platforms are good at implementi ...
Investment policy statement - Giving to CU
... Performance reports will be provided to the Committee by an independent outside consultant separate from the LTIP Manager. The reports will follow a standardized format, so that each report can be compared to previous periods. Reports will be provided at each meeting of the Investment Policy Committ ...
... Performance reports will be provided to the Committee by an independent outside consultant separate from the LTIP Manager. The reports will follow a standardized format, so that each report can be compared to previous periods. Reports will be provided at each meeting of the Investment Policy Committ ...
MELLON CAPITAL MANAGEMENT CORPORATION Fund Manager
... This information is of a general nature only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. Before acting on the information, a person should consider its appropriateness having regard to these factors. The Advance managed fun ...
... This information is of a general nature only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. Before acting on the information, a person should consider its appropriateness having regard to these factors. The Advance managed fun ...
25% 75% - Amundi
... management sets the highest standards in terms of performance, transparency, and the long-term strategy for our business. Our aim is to establish Amundi as a leading European asset manager not only through its size, but also on four key competitive strengths: • quality products, characterised by bo ...
... management sets the highest standards in terms of performance, transparency, and the long-term strategy for our business. Our aim is to establish Amundi as a leading European asset manager not only through its size, but also on four key competitive strengths: • quality products, characterised by bo ...
OneEarth ETF - Morgan Stanley Sustainable Investing Challenge
... the health of the firm. Research has shown that a company’s ESG performance is an indicator of a firm’s future growth and stability. SASB has identified which sustainability issues are most likely to have material impacts on the financial condition or operating performance of companies within an ind ...
... the health of the firm. Research has shown that a company’s ESG performance is an indicator of a firm’s future growth and stability. SASB has identified which sustainability issues are most likely to have material impacts on the financial condition or operating performance of companies within an ind ...
International Developed Markets Fund
... The firm’s strategy tends to favor mid/smaller capitalization companies, which will often do well in periods of economic expansion. However, Barrow Hanley also targets an above average dividend yield when purchasing companies and so can outperform in periods where investors seek yield. Periods when ...
... The firm’s strategy tends to favor mid/smaller capitalization companies, which will often do well in periods of economic expansion. However, Barrow Hanley also targets an above average dividend yield when purchasing companies and so can outperform in periods where investors seek yield. Periods when ...
Goodbody Global Leaders Fund
... Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuations that may have a positive or adverse effect on the price or income of such securities. Goodbody Stockbro ...
... Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuations that may have a positive or adverse effect on the price or income of such securities. Goodbody Stockbro ...
1Q17 FT Preferred Securities and Income Fact
... Market value information used in calculating the percentages is based upon trade date plus one recording of transactions, which can differ from regulatory financial reports (Forms N-CSR and N-Q) that are based on trade date recording of security transactions. The information presented is not intende ...
... Market value information used in calculating the percentages is based upon trade date plus one recording of transactions, which can differ from regulatory financial reports (Forms N-CSR and N-Q) that are based on trade date recording of security transactions. The information presented is not intende ...
Nikko Asset Management Nikko AM Shenton Asia Bond Fund
... This document is for information only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. Any securities mentioned herein are for illustration purposes only and should not be construed as a recommendation for investment. ...
... This document is for information only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. Any securities mentioned herein are for illustration purposes only and should not be construed as a recommendation for investment. ...
Victory CEMP US 500 Enhanced Volatility Wtd Index Fund
... CEMP US Large Cap 500 Volatility Weighted Index. The S&P 500® Index is a market capitalization-weighted index composed of the common stocks of 500 leading U.S. companies. ...
... CEMP US Large Cap 500 Volatility Weighted Index. The S&P 500® Index is a market capitalization-weighted index composed of the common stocks of 500 leading U.S. companies. ...
INVESTMENT POLICY The Kitsap Community Foundation (“the
... a like capacity and familiar with these matters would use in the conduct of an enterprise of a like character with like aims. The Board, members of the Investment Committee, and any contracted third parties, shall discharge their duties solely in the interest of the Foundation. Any potential conflic ...
... a like capacity and familiar with these matters would use in the conduct of an enterprise of a like character with like aims. The Board, members of the Investment Committee, and any contracted third parties, shall discharge their duties solely in the interest of the Foundation. Any potential conflic ...
Active Management: Andrew Slimmon Shares His
... inherit the fund’s cost basis in the underlying securities — some of which could have been purchased years before at low prices. The result: An investor could wind up paying capital gains taxes on securities that have lost value since they bought the fund (Display 1). But when an investor holds a se ...
... inherit the fund’s cost basis in the underlying securities — some of which could have been purchased years before at low prices. The result: An investor could wind up paying capital gains taxes on securities that have lost value since they bought the fund (Display 1). But when an investor holds a se ...
Hedge funds - Bank for International Settlements
... maximum number of investors and on permitted marketing channels and because the inherent inertia of larger portfolios can cramp the opportunistic investment style. The absence of reporting requirements for most hedge funds means that there are no comprehensive data on the size of the industry. Estim ...
... maximum number of investors and on permitted marketing channels and because the inherent inertia of larger portfolios can cramp the opportunistic investment style. The absence of reporting requirements for most hedge funds means that there are no comprehensive data on the size of the industry. Estim ...
SSF - oneam
... • Mark to market or such a claim right equals to zero when the instrument issuer or debtor calls for default in payment or being in the failing circumstances (if any) : -None• Information of debt liquidation by other assets (if any) : -None• Report of holding of investment unit exceeding the total i ...
... • Mark to market or such a claim right equals to zero when the instrument issuer or debtor calls for default in payment or being in the failing circumstances (if any) : -None• Information of debt liquidation by other assets (if any) : -None• Report of holding of investment unit exceeding the total i ...
VIT Multi-Strategy Alternatives Portfolio
... Equity securities are more volatile than bonds and subject to greater risks. Bonds are subject to interest rate, price and credit risks. Prices tend to be inversely affected by changes in interest rates. Investors should also consider some of the potential risks of alternative investments: Alternati ...
... Equity securities are more volatile than bonds and subject to greater risks. Bonds are subject to interest rate, price and credit risks. Prices tend to be inversely affected by changes in interest rates. Investors should also consider some of the potential risks of alternative investments: Alternati ...
EANGUS MEMORIAL BUILDING FUND CONTRIBUTION
... and Conference book as a Corporate Silver Contributor. Corporate Bronze: ...
... and Conference book as a Corporate Silver Contributor. Corporate Bronze: ...