Institution: Vilnius College in Higher Education
... Semester (Autumn, Spring) Subject/Course form (classroom, e-Learning, individual) Teacher Teacher’s contact information ...
... Semester (Autumn, Spring) Subject/Course form (classroom, e-Learning, individual) Teacher Teacher’s contact information ...
SUMMARY PROSPECTUS Tortoise North American Pipeline Fund
... To be included in the Underlying Index, a company must be a Pipeline Company that is organized and has its principal place of business in the United States or Canada (such Pipeline Companies are collectively referred to in this Prospectus as “North American Pipeline Companies”) and is listed on the ...
... To be included in the Underlying Index, a company must be a Pipeline Company that is organized and has its principal place of business in the United States or Canada (such Pipeline Companies are collectively referred to in this Prospectus as “North American Pipeline Companies”) and is listed on the ...
QUALIFIED PLAN STATEMENT OF INVESTMENT DIRECTION FOR DOLLAR COST AVERAGING Account Number: _________________________
... Continue for the next _________ months at which time this direction will expire. Continue until another Investment Direction For Dollar Cost Averaging is received which will automatically replace prior directions. Discontinue all current monthly dollar cost averaging investment directions on the Val ...
... Continue for the next _________ months at which time this direction will expire. Continue until another Investment Direction For Dollar Cost Averaging is received which will automatically replace prior directions. Discontinue all current monthly dollar cost averaging investment directions on the Val ...
Application for Alteration (Form 1)
... 1. I acknowledge that the reports and/ or information that I shall receive in connection with the Portfolio Solutions is for reference and general information only. All investment decisions are made independently by me, after duly considering and understanding the investment product(s), benefits and ...
... 1. I acknowledge that the reports and/ or information that I shall receive in connection with the Portfolio Solutions is for reference and general information only. All investment decisions are made independently by me, after duly considering and understanding the investment product(s), benefits and ...
Enrollment Form - Accurecord Direct
... 1.) Select funds based on your projected retirement date. These are packages of funds that are actively managed and automatically adjusted during your employment years as your projected retirement date approaches. Your investment is on autopilot. 2.) Select funds based on your Risk Category. These a ...
... 1.) Select funds based on your projected retirement date. These are packages of funds that are actively managed and automatically adjusted during your employment years as your projected retirement date approaches. Your investment is on autopilot. 2.) Select funds based on your Risk Category. These a ...
Mid Cap Index Fund - Nationwide Financial
... Income-producing real estate is often owned and operated by real estate investment trusts (REITs). Qualification and treatment as a REIT will depend on a Fund’s ability to meet, on a continuing basis, various tests including tests relating to its income, assets, distributions, diversity of ownership ...
... Income-producing real estate is often owned and operated by real estate investment trusts (REITs). Qualification and treatment as a REIT will depend on a Fund’s ability to meet, on a continuing basis, various tests including tests relating to its income, assets, distributions, diversity of ownership ...
Explanatory Material
... paragraph 66(2B)(a)]; and • at the time of the acquisition: the member and his or her spouse or former spouse are separated and there is no reasonable likelihood of cohabitation being resumed [Schedule 1, item 2, paragraph 66(2B)(b)]; and • the acquisition occurs because of reasons directly connecte ...
... paragraph 66(2B)(a)]; and • at the time of the acquisition: the member and his or her spouse or former spouse are separated and there is no reasonable likelihood of cohabitation being resumed [Schedule 1, item 2, paragraph 66(2B)(b)]; and • the acquisition occurs because of reasons directly connecte ...
Identify the right investments
... commission will be charged as a flat fee or a set percentage. If you intend to actively manage your share portfolio by regularly buying and selling different shares then the commissions will start to stack up. The shares which offer the greatest potential for high returns may also present the greate ...
... commission will be charged as a flat fee or a set percentage. If you intend to actively manage your share portfolio by regularly buying and selling different shares then the commissions will start to stack up. The shares which offer the greatest potential for high returns may also present the greate ...
explanatory statement
... The requirement to disclose ‘Other Management Costs’ is based on the ICR concept, and as a result will satisfy the requirement in regulation 7.9.75(1)(b) for periodic statements to disclose an investor’s share of any common fund expenses, fees and charges that have been deducted from the fund. By wa ...
... The requirement to disclose ‘Other Management Costs’ is based on the ICR concept, and as a result will satisfy the requirement in regulation 7.9.75(1)(b) for periodic statements to disclose an investor’s share of any common fund expenses, fees and charges that have been deducted from the fund. By wa ...
Investment Policy Statement
... The Board The Board is responsible for maintaining and updating the Statement of Investment Policy, the selection of investments, the selection of service providers and administration of the assets of the Program. The Board will maintain written records of all decisions, decision making process, and ...
... The Board The Board is responsible for maintaining and updating the Statement of Investment Policy, the selection of investments, the selection of service providers and administration of the assets of the Program. The Board will maintain written records of all decisions, decision making process, and ...
CF Canlife Asia Pacific Fund
... The Fund has been classed as 6 because its volatility has been measured as above average to high. ...
... The Fund has been classed as 6 because its volatility has been measured as above average to high. ...
Good First--and Maybe Only--Funds
... Index funds are also advantageous because they are fairly predictable. First, they tend to return what the index does, minus their expenses. Second, they always own what the index owns, which means they tend to be style specific. For example, if a fund indexes the S&P 500, that means it owns large-b ...
... Index funds are also advantageous because they are fairly predictable. First, they tend to return what the index does, minus their expenses. Second, they always own what the index owns, which means they tend to be style specific. For example, if a fund indexes the S&P 500, that means it owns large-b ...
Sound Practice Guidelines
... licenced in a competent financial centre and rigourous checks should be made to establish that the parties are in good standing and are competent and sufficiently robust to carry out their obligations to the Fund. c) Conflicts of Interest In some cases the Sponsor and Investment Manager and others a ...
... licenced in a competent financial centre and rigourous checks should be made to establish that the parties are in good standing and are competent and sufficiently robust to carry out their obligations to the Fund. c) Conflicts of Interest In some cases the Sponsor and Investment Manager and others a ...
Sample Glossary of Investment-Related Terms for
... objective, and managed and distributed by the same company. A Fund Family also could refer to a group of collective investment funds or a group of separate accounts managed and distributed by the same company. Fund of Funds: A mutual fund, collective investment fund or other pooled investment that i ...
... objective, and managed and distributed by the same company. A Fund Family also could refer to a group of collective investment funds or a group of separate accounts managed and distributed by the same company. Fund of Funds: A mutual fund, collective investment fund or other pooled investment that i ...
Fact Sheet: The New Morningstar Style Box™ Methodology
... construction based on what funds actually held, rather than assumptions based on a fund’s name or how it was described by its marketers. In time, the Style BoxTM became the basis for Morningstar’s style-based fund categories, a move later followed by other fund trackers. Building Better Portfolios M ...
... construction based on what funds actually held, rather than assumptions based on a fund’s name or how it was described by its marketers. In time, the Style BoxTM became the basis for Morningstar’s style-based fund categories, a move later followed by other fund trackers. Building Better Portfolios M ...
Policy Statement PS13/3: Restrictions on the retail
... The FCA, following on from investigatory work carried out by the FSA in “FSA CP12/19”, has issued a Policy statement. The majority of respondents agreed with the general aim of the proposals to protect ordinary retail investors from the risks arising from the inappropriate promotion of “nonmainstrea ...
... The FCA, following on from investigatory work carried out by the FSA in “FSA CP12/19”, has issued a Policy statement. The majority of respondents agreed with the general aim of the proposals to protect ordinary retail investors from the risks arising from the inappropriate promotion of “nonmainstrea ...
sample letter
... We are sending you this Notice (“Notice”) in connection with the U.S. Department of Labor’s new rule, referred to as the “DOL ERISA Fiduciary Regulation” (the “Rule”), which takes effect June 9, 2017. You have indicated on your subscription agreement that you are a “benefit plan investor,” as define ...
... We are sending you this Notice (“Notice”) in connection with the U.S. Department of Labor’s new rule, referred to as the “DOL ERISA Fiduciary Regulation” (the “Rule”), which takes effect June 9, 2017. You have indicated on your subscription agreement that you are a “benefit plan investor,” as define ...
Invesco Global Investment Grade Corporate Bond Fund A
... target alpha through global thematic ideas. These themes are implemented within a robust risk-disciplined framework with the intention of performing well in any market environment. The fund benefits from the broadest possible universe due to its global mandate. This allows it to make full use of Inv ...
... target alpha through global thematic ideas. These themes are implemented within a robust risk-disciplined framework with the intention of performing well in any market environment. The fund benefits from the broadest possible universe due to its global mandate. This allows it to make full use of Inv ...
non-discretionary portfolio - Alternative Capital Partners
... Capital Preservation is a long term investment strategy with lower risk of capital loss and steady increase in portfolio value. ...
... Capital Preservation is a long term investment strategy with lower risk of capital loss and steady increase in portfolio value. ...
Calvert High Yield Bond Fund
... has provided financial support to FNMA and FHLMC, but there can be no assurance that it will support these or other GSEs in the future. Leveraged Loan Risk. Leveraged loans are subject to the risks typically associated with debt securities, such as credit risk discussed above. The loans in which the ...
... has provided financial support to FNMA and FHLMC, but there can be no assurance that it will support these or other GSEs in the future. Leveraged Loan Risk. Leveraged loans are subject to the risks typically associated with debt securities, such as credit risk discussed above. The loans in which the ...
Monthly Investment Commentary
... are reflecting some of the risk scenarios that could play out. And, the low yields paid by high-quality bonds make the other core financial asset class a very low return investment over our five-year investment time horizon. Given these concerns, private hedge funds or a growing number of mutual fun ...
... are reflecting some of the risk scenarios that could play out. And, the low yields paid by high-quality bonds make the other core financial asset class a very low return investment over our five-year investment time horizon. Given these concerns, private hedge funds or a growing number of mutual fun ...
quarterly report
... Commonwealth Bank and a return on equity only slightly lower. All other things equal, we would still prefer to own CBA. The UK’s competition regulator is much more concerned with encouraging competition than its Australian counterpart. The Westminster politicians, too, see industry concentration as ...
... Commonwealth Bank and a return on equity only slightly lower. All other things equal, we would still prefer to own CBA. The UK’s competition regulator is much more concerned with encouraging competition than its Australian counterpart. The Westminster politicians, too, see industry concentration as ...
Threadneedle Investments Threadneedle European Smaller
... TIF is structured as an umbrella company, in that different funds may be established from time to time by Threadneedle Investment Services Limited with the approval of the FSA and the agreement of the Depositary (J.P. Morgan Trustee and Depositary Company Limited). The assets of each fund will be tr ...
... TIF is structured as an umbrella company, in that different funds may be established from time to time by Threadneedle Investment Services Limited with the approval of the FSA and the agreement of the Depositary (J.P. Morgan Trustee and Depositary Company Limited). The assets of each fund will be tr ...
Investment Objective - Marmot Library Network Information Center
... To reduce risk by diversifying markets, fund managers and maturities. ...
... To reduce risk by diversifying markets, fund managers and maturities. ...