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Q3 2010 - Spears Abacus
... bonds that we expect to hold to short maturity, with the intention of reinvesting at higher rates. We believe much of the retail public thinks that investing in bond exchange traded funds (ETFs) or bond mutual funds is an equivalent strategy. In most cases it is not. Many funds are rolling long dura ...
... bonds that we expect to hold to short maturity, with the intention of reinvesting at higher rates. We believe much of the retail public thinks that investing in bond exchange traded funds (ETFs) or bond mutual funds is an equivalent strategy. In most cases it is not. Many funds are rolling long dura ...
February 2004 - McCarthy Asset Management, Inc.
... uncertainty with the impending Iraqi war. A number of MAM clients contacted me at that time. They were concerned about further portfolio losses if the stock market continued to fall. In response to the nervousness of MAM clients, in the February of 2002 MAM Commentary, I wrote, “Should I increase th ...
... uncertainty with the impending Iraqi war. A number of MAM clients contacted me at that time. They were concerned about further portfolio losses if the stock market continued to fall. In response to the nervousness of MAM clients, in the February of 2002 MAM Commentary, I wrote, “Should I increase th ...
Venture Capital Market in Poland and Polish government activities
... At the same time (in 2005) total investments made by private equity (PE) including venture capital investments in Poland amounted to EUR 154 million, increased by 20% compared to 2004. The average seize of PE/VC investment grew from EUR 3 million to EUR 4,8 million in 2005. It shows that the number ...
... At the same time (in 2005) total investments made by private equity (PE) including venture capital investments in Poland amounted to EUR 154 million, increased by 20% compared to 2004. The average seize of PE/VC investment grew from EUR 3 million to EUR 4,8 million in 2005. It shows that the number ...
IPKW - PowerShares International BuyBack Achievers Portfolio fact
... based on a 30-day period and is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. The 30-Day SEC Unsubsidized Yield reflects the 30-day yield if the investment adviser were not waiving all or part ...
... based on a 30-day period and is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period. The 30-Day SEC Unsubsidized Yield reflects the 30-day yield if the investment adviser were not waiving all or part ...
rebalance - ProFunds
... • Volatility. A leveraged or inverse fund based on an index with higher volatility (such as the NASDAQ-100) may require more frequent trades to rebalance than one based on an index with lower volatility (such as the S&P 500). • Percentage Trigger. A larger percentage trigger implies that fewer tra ...
... • Volatility. A leveraged or inverse fund based on an index with higher volatility (such as the NASDAQ-100) may require more frequent trades to rebalance than one based on an index with lower volatility (such as the S&P 500). • Percentage Trigger. A larger percentage trigger implies that fewer tra ...
A6 Share Class
... • Investment involves risk. Past performance is not indicative of future results. For details of the funds, their related fees, charges and risk factors, please refer to respective funds’ prospectuses. • Investors should not only base on this marketing material alone to make investment decision. • T ...
... • Investment involves risk. Past performance is not indicative of future results. For details of the funds, their related fees, charges and risk factors, please refer to respective funds’ prospectuses. • Investors should not only base on this marketing material alone to make investment decision. • T ...
High Conviction, High Concentration A CONCENTRATED
... strategy, such as increased short-term trading, additional transaction costs and potentially increased taxes that a shareholder may pay, which can lower the actual return on an investment. Investing in companies of all capitalizations involves the risk that smaller, newer issuers in which Alger inve ...
... strategy, such as increased short-term trading, additional transaction costs and potentially increased taxes that a shareholder may pay, which can lower the actual return on an investment. Investing in companies of all capitalizations involves the risk that smaller, newer issuers in which Alger inve ...
Exploiting Inefficiencies Across Asset Classes, Globally
... inefficiencies will vary via asset class. For example, inefficiencies are likely to be small in a US Large Cap Equity but may be much larger in say European Distressed Debt. The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced ...
... inefficiencies will vary via asset class. For example, inefficiencies are likely to be small in a US Large Cap Equity but may be much larger in say European Distressed Debt. The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced ...
Global Real Estate Fund
... Switching your funds, transferring or cashing in You may be one of many investors in this fund. Sometimes, in exceptional circumstances, we may wait before we carry out your request to switch funds, transfer or cash in your policy. This delay could be for up to a month. But, the delay could be up to ...
... Switching your funds, transferring or cashing in You may be one of many investors in this fund. Sometimes, in exceptional circumstances, we may wait before we carry out your request to switch funds, transfer or cash in your policy. This delay could be for up to a month. But, the delay could be up to ...
Invest globally - Putnam Investments
... Consider these risks before investing: International investing involves certain risks, such as currency fluctuations, economic instability, and political developments. Additional risks may be associated with emerging-market securities, including illiquidity and volatility. Diversification does not g ...
... Consider these risks before investing: International investing involves certain risks, such as currency fluctuations, economic instability, and political developments. Additional risks may be associated with emerging-market securities, including illiquidity and volatility. Diversification does not g ...
SmartMoney - Dyan Machan.com
... U.S. stock funds that have had the same manager for 10 years or longer lost slightly less money than their peers, according to data from Morningstar. And they’ve also been more likely to show positive returns so far in 2009. That’s why we’ve focused this year’s installment of our “World’s Greatest I ...
... U.S. stock funds that have had the same manager for 10 years or longer lost slightly less money than their peers, according to data from Morningstar. And they’ve also been more likely to show positive returns so far in 2009. That’s why we’ve focused this year’s installment of our “World’s Greatest I ...
Sanlam Investment Management Small Cap Fund
... by a particularly weak fourth quarter (-0.3% quarter-on-quarter (q/q)), down from 1.5% y/y in 2015. Key sectors such as mining and agriculture saw year-on-year declines while manufacturing endured a very tough second half of the year. The local growth outlook continues to remain subdued. Consumer re ...
... by a particularly weak fourth quarter (-0.3% quarter-on-quarter (q/q)), down from 1.5% y/y in 2015. Key sectors such as mining and agriculture saw year-on-year declines while manufacturing endured a very tough second half of the year. The local growth outlook continues to remain subdued. Consumer re ...
Green Climate Fund 2016 - Rights
... Adaptation in The Gambia Africa Hydromet Program Strengthening Climate Resilience in Sub-Saharan Africa: Bank’s Climate Adaptation and Mitigation Program for the Aral Sea ...
... Adaptation in The Gambia Africa Hydromet Program Strengthening Climate Resilience in Sub-Saharan Africa: Bank’s Climate Adaptation and Mitigation Program for the Aral Sea ...
Fund Categories and Basis of Accounting
... interest and principal on general obligation long-term debt. Debt services fund should be used when legally mandate or when financial resources are being accumulated for principal and interest that came due in future year. Debt service fund resources come most often from transfer from the General Fu ...
... interest and principal on general obligation long-term debt. Debt services fund should be used when legally mandate or when financial resources are being accumulated for principal and interest that came due in future year. Debt service fund resources come most often from transfer from the General Fu ...
Attachment 1 : Liberalization of Securities Business Licensing
... for domestic and outbound businesses, while the SEC will focus its roles on the prevention of conflicts of interest. For example, the securities companies will be able to exercise their own judgments whether to operate every type of securities businesses within one entity or among separate subsidiar ...
... for domestic and outbound businesses, while the SEC will focus its roles on the prevention of conflicts of interest. For example, the securities companies will be able to exercise their own judgments whether to operate every type of securities businesses within one entity or among separate subsidiar ...
money market fund
... Growth of Funds and Assets – YTD 2009 Northern Funds and Northern Institutional Funds ...
... Growth of Funds and Assets – YTD 2009 Northern Funds and Northern Institutional Funds ...
chile - FIAP
... • In addition to making a significant contribution towards solving the problem of pensions, this reform has positive economic effects. • The macroeconomic, labour market and capital market reforms contribute to increasing the positive effects of the pension reform on the economy. • Although the capi ...
... • In addition to making a significant contribution towards solving the problem of pensions, this reform has positive economic effects. • The macroeconomic, labour market and capital market reforms contribute to increasing the positive effects of the pension reform on the economy. • Although the capi ...
Hard Choices - Montecito Capital Management
... Russell points out this is the first time in two decades that precious metals funds have gone up three years in a row. Evanson counters that gold still has a long way to go until it reaches the level of the late 1970s. "Although it's around half of the peak spot price it hit in 1980, in inflation-ad ...
... Russell points out this is the first time in two decades that precious metals funds have gone up three years in a row. Evanson counters that gold still has a long way to go until it reaches the level of the late 1970s. "Although it's around half of the peak spot price it hit in 1980, in inflation-ad ...
G.S. 159G-22 Page 1 § 159G-22. Water Infrastructure Fund. (a
... revenue fund. The Fund is comprised of the accounts set out in this section. The Fund provides revenue through its accounts for loans and grants as provided in this Chapter to meet the water infrastructure needs of the State. The Treasurer is responsible for distributing and investing all revenue re ...
... revenue fund. The Fund is comprised of the accounts set out in this section. The Fund provides revenue through its accounts for loans and grants as provided in this Chapter to meet the water infrastructure needs of the State. The Treasurer is responsible for distributing and investing all revenue re ...
is the SEC adequately protecting the nation’s capital markets
... would be difficult to obtain approval for a subpoena of John Mack due to his ‘‘very powerful political connections.’’ Aguirre’s claim is corroborated by internal SEC emails ….. Attorneys for Pequot and Morgan Stanley had direct access to the Director and an Associate Director of the SEC’s Enforcemen ...
... would be difficult to obtain approval for a subpoena of John Mack due to his ‘‘very powerful political connections.’’ Aguirre’s claim is corroborated by internal SEC emails ….. Attorneys for Pequot and Morgan Stanley had direct access to the Director and an Associate Director of the SEC’s Enforcemen ...
FL BlackRock Long Term (Aquila C) IE/XE
... greater than its return, so you could get back less than you have paid in. I - Direct Property: Where a fund invests in physical property, these properties are not easy to buy or sell. In exceptional circumstances, we may need to delay the ‘cashing in’ or switching of units in the fund and you may n ...
... greater than its return, so you could get back less than you have paid in. I - Direct Property: Where a fund invests in physical property, these properties are not easy to buy or sell. In exceptional circumstances, we may need to delay the ‘cashing in’ or switching of units in the fund and you may n ...
FrontInvest Alternatives
... a one-click exercise, helping managers focus on monitoring performance and managing the risks of their portfolio. FrontInvest consolidates projections at the portfolio level and offers a strategic vision of the portfolio in terms of projected valuations and cash flows. This analysis is a critical de ...
... a one-click exercise, helping managers focus on monitoring performance and managing the risks of their portfolio. FrontInvest consolidates projections at the portfolio level and offers a strategic vision of the portfolio in terms of projected valuations and cash flows. This analysis is a critical de ...
Investment and Spending Policy Community Colleges of New
... investment manager(s) to advise it with respect to the funds and investments of the Foundation. It shall also be responsible for periodically reviewing the performance of the portfolio and shall authorize policies and procedures with respect to the purchase and sale of stocks, bonds, securities, rea ...
... investment manager(s) to advise it with respect to the funds and investments of the Foundation. It shall also be responsible for periodically reviewing the performance of the portfolio and shall authorize policies and procedures with respect to the purchase and sale of stocks, bonds, securities, rea ...
Download attachment
... Fund managers that wish to capitalize upon opportunities and penetrate the Islamic investment have many choices to make. The most general question is whether to create or outsource a fund. This choice should be based on the company’s credibility in the Islamic world, the prior expertise in the fund ...
... Fund managers that wish to capitalize upon opportunities and penetrate the Islamic investment have many choices to make. The most general question is whether to create or outsource a fund. This choice should be based on the company’s credibility in the Islamic world, the prior expertise in the fund ...