Your guide to our funds
... investments earlier. What type of investment would you make? You are comfortable putting around a third of your investment into shares of large, established companies and the rest in lower risk investments such as cash and ...
... investments earlier. What type of investment would you make? You are comfortable putting around a third of your investment into shares of large, established companies and the rest in lower risk investments such as cash and ...
AAA Video Games EIS Fund
... 2. Investment Objective The Fund aims to invest in a portfolio of Companies with the objective of maximising potential returns while managing risk for Investors. The Fund will target specific platforms within the video games sector, namely businesses focusing on the development of premium digital t ...
... 2. Investment Objective The Fund aims to invest in a portfolio of Companies with the objective of maximising potential returns while managing risk for Investors. The Fund will target specific platforms within the video games sector, namely businesses focusing on the development of premium digital t ...
The performance of hedge funds and mutual funds in
... the globe that are in the process of rapid growth and industrialization, such as China, India, and Latin America, as well as many eastern European and southeastern Asian countries. These markets exhibit significant growth opportunities, but also high political and economic ...
... the globe that are in the process of rapid growth and industrialization, such as China, India, and Latin America, as well as many eastern European and southeastern Asian countries. These markets exhibit significant growth opportunities, but also high political and economic ...
Competition, Reach for Yield, and Money Market Funds
... of competitive pressure for money market funds? To answer these questions, I propose a tournament model of money market funds and test its predictions on the 2002–2008 period. “Reach for yield” refers to the tendency to buy riskier assets in order to achieve higher returns. Recently, there has been ...
... of competitive pressure for money market funds? To answer these questions, I propose a tournament model of money market funds and test its predictions on the 2002–2008 period. “Reach for yield” refers to the tendency to buy riskier assets in order to achieve higher returns. Recently, there has been ...
Schwab Advisor Cash Reserves
... Dear Shareholder, At this time of the year, many of us set personal intentions and make resolutions for the New Year. Along those same lines, at Charles Schwab Investment Management, we also look to the year ahead and at ways we can continue to help you achieve your financial goals. In 2017, we inte ...
... Dear Shareholder, At this time of the year, many of us set personal intentions and make resolutions for the New Year. Along those same lines, at Charles Schwab Investment Management, we also look to the year ahead and at ways we can continue to help you achieve your financial goals. In 2017, we inte ...
The Effect of Futures Trading on the Underlying Volatility: Evidence
... purchase an asset at future time for a certain price and other party agreed to sell the asset at same time for same price. Since their introduction, stock index futures markets have experienced a substantial increase in trading activity. Financial futures contracts are key instruments in portfolio ...
... purchase an asset at future time for a certain price and other party agreed to sell the asset at same time for same price. Since their introduction, stock index futures markets have experienced a substantial increase in trading activity. Financial futures contracts are key instruments in portfolio ...
Low Correlation Strategy Trust Information Memorandum
... which will usually be on the last day of the relevant calendar quarter or any other day deemed appropriate by the Trustee (’Redemption Dealing Day’). Redemption notice: Required at least 50 Business Days prior to the Redemption Dealing Day or such other notice period deemed appropriate by the Truste ...
... which will usually be on the last day of the relevant calendar quarter or any other day deemed appropriate by the Trustee (’Redemption Dealing Day’). Redemption notice: Required at least 50 Business Days prior to the Redemption Dealing Day or such other notice period deemed appropriate by the Truste ...
Comparing Individual Retirement Accounts in Asia: Singapore
... for, namely, a home, children’s education, insurance and unforeseeable medical expenses. But the basic features of the scheme have not changed since 1955; it is meant to make each member self reliant in providing for his own basic social welfare, with no redistribution among members. With the CPF co ...
... for, namely, a home, children’s education, insurance and unforeseeable medical expenses. But the basic features of the scheme have not changed since 1955; it is meant to make each member self reliant in providing for his own basic social welfare, with no redistribution among members. With the CPF co ...
IOSR Journal of Economics and Finance (IOSR-JEF)
... foreign direct investment, (Elko and Barnard 2008). The sovereign wealth fund has benefited so many economies especially the developed countries that have surplus reserves. For this fund, the primary focus is on the development of a foreign portfolio of investments of a sovereign state. This term wa ...
... foreign direct investment, (Elko and Barnard 2008). The sovereign wealth fund has benefited so many economies especially the developed countries that have surplus reserves. For this fund, the primary focus is on the development of a foreign portfolio of investments of a sovereign state. This term wa ...
Going mainstream – how absolute return is moving into the
... precipitated sharply rising inflows into absolute return strategies between 2002 and 2008 – although there were marked outflows during the peak of the credit crisis. Subsequently, net inflows have partially recovered as hedge fund managers start to use the UCITS structure to distribute regulated ver ...
... precipitated sharply rising inflows into absolute return strategies between 2002 and 2008 – although there were marked outflows during the peak of the credit crisis. Subsequently, net inflows have partially recovered as hedge fund managers start to use the UCITS structure to distribute regulated ver ...
The Economic Value of Timing Higher Order (Co
... Defining clear objectives delimits with precision a sensible asset menu, the strategies and techniques of portfolio selection, and eventually the methodologies of performance assessment To form an investment policy, many factors are considered: client constraints, regulatory constraints, tax and a ...
... Defining clear objectives delimits with precision a sensible asset menu, the strategies and techniques of portfolio selection, and eventually the methodologies of performance assessment To form an investment policy, many factors are considered: client constraints, regulatory constraints, tax and a ...
Asset Prices and Unit Trusts
... enjoy economies of scale in gaining access to well diversified portfolios of securities which are often differentiated by funds styles such as aggressive growth, growth and income, growth, equity-income and small companies 2 . Most funds are ‘active’ in that they either try to pick ‘winner stocks’ o ...
... enjoy economies of scale in gaining access to well diversified portfolios of securities which are often differentiated by funds styles such as aggressive growth, growth and income, growth, equity-income and small companies 2 . Most funds are ‘active’ in that they either try to pick ‘winner stocks’ o ...
MSCI Announces the Results of the 2012 Annual Market
... fund equity trades on T + 1. In addition, overdraft facilities are not available for foreign investors and even though in‐kind transfers and off‐exchange transactions are allowed in principle, the rigidity of the ID system makes them very difficult to execute in practice. General Comments: MSCI’s ...
... fund equity trades on T + 1. In addition, overdraft facilities are not available for foreign investors and even though in‐kind transfers and off‐exchange transactions are allowed in principle, the rigidity of the ID system makes them very difficult to execute in practice. General Comments: MSCI’s ...
Screening techniques, sustainability and risk adjusted returns.
... A2 in Appendix). According to The World Bank, by the end of 2015 there were 43 539 listed companies globally (The World Bank, 2015). If you were to exclude 28 companies of the total 43 539 listed companies, you would have excluded 0,000643 %. This example of course does not tell the whole story sinc ...
... A2 in Appendix). According to The World Bank, by the end of 2015 there were 43 539 listed companies globally (The World Bank, 2015). If you were to exclude 28 companies of the total 43 539 listed companies, you would have excluded 0,000643 %. This example of course does not tell the whole story sinc ...
US dividends for the long term
... comfortable with the equity market overall, we believe it still makes sense to think about dividend-paying stocks as an anchor for their overall equity allocations. Even if investors are willing to take on more risk, US equity income strategies still have the benefit of strong long-term returns with ...
... comfortable with the equity market overall, we believe it still makes sense to think about dividend-paying stocks as an anchor for their overall equity allocations. Even if investors are willing to take on more risk, US equity income strategies still have the benefit of strong long-term returns with ...
pension funds and the u
... in a pension fund rather than holding the same assets on a company balance sheet or in an individual's own portfolio. The irrelevance of pension fund asset allocation as described above is in fact identical in structure to the first proposition of Modigliani and Miller (1958). They used the same arb ...
... in a pension fund rather than holding the same assets on a company balance sheet or in an individual's own portfolio. The irrelevance of pension fund asset allocation as described above is in fact identical in structure to the first proposition of Modigliani and Miller (1958). They used the same arb ...
Ulrich Höller`s boundless energy and wide range of interests have
... He’s very energetic and travels a lot, also privately, and enjoys getting a different perspective.’ Charls describes Höller as ‘very dynamic and very personable’. ‘When he takes something on he goes for it 200%. He’s a very reliable partner, a good thinker and a good strategist. He really makes a diff ...
... He’s very energetic and travels a lot, also privately, and enjoys getting a different perspective.’ Charls describes Höller as ‘very dynamic and very personable’. ‘When he takes something on he goes for it 200%. He’s a very reliable partner, a good thinker and a good strategist. He really makes a diff ...
Venture Capita Report
... but recent years have seen a shift towards the later stages as a means of mitigating risk. The study found that during 2003 and 2004 more than a third of specialists had been investing predominantly at the growth capital stage, meaning the companies were likely to be cash flow positive rather than e ...
... but recent years have seen a shift towards the later stages as a means of mitigating risk. The study found that during 2003 and 2004 more than a third of specialists had been investing predominantly at the growth capital stage, meaning the companies were likely to be cash flow positive rather than e ...
An Overview of Fee Structures in Real Estate Funds and Their
... potentially missing better risk-adjusted return possibilities had they invested more deliberately and possibly increasing vintage-year risk), o investing in non-core assets is a more time-consuming and intensive process (as compared to investing in core properties) requiring (not only the level of f ...
... potentially missing better risk-adjusted return possibilities had they invested more deliberately and possibly increasing vintage-year risk), o investing in non-core assets is a more time-consuming and intensive process (as compared to investing in core properties) requiring (not only the level of f ...
Hedge Fund Activism April Klein, Stern School of Business, New
... large mutual funds and pension funds hold similar percentages of stocks in many companies and therefore, no specific fund has the incentive to bear the costs of pursuing an activist campaign against a company. We argue that hedge funds differ substantially from mutual funds and pension funds in ways ...
... large mutual funds and pension funds hold similar percentages of stocks in many companies and therefore, no specific fund has the incentive to bear the costs of pursuing an activist campaign against a company. We argue that hedge funds differ substantially from mutual funds and pension funds in ways ...
Rising Rates-What You Need to Know
... This chart is for illustrative purposes only and does not reflect performance of any Franklin Templeton fund. Past performance does not guarantee future results. Fund performance can be obtained at franklintempleton.com. Diversification does not guarantee a profit or protect against a loss. It’s imp ...
... This chart is for illustrative purposes only and does not reflect performance of any Franklin Templeton fund. Past performance does not guarantee future results. Fund performance can be obtained at franklintempleton.com. Diversification does not guarantee a profit or protect against a loss. It’s imp ...
Tactical Asset Allocation with Macroeconomic Factors
... asset classes since “the mean-variance analysis suggests that adding real estate, commodities … to the traditional asset mix of stocks and bonds creates the most value for investors” (Bekkers et al. [2009]). In addition, findings by Garcia-Feijoo et al. [2012] “generally support the diversification ...
... asset classes since “the mean-variance analysis suggests that adding real estate, commodities … to the traditional asset mix of stocks and bonds creates the most value for investors” (Bekkers et al. [2009]). In addition, findings by Garcia-Feijoo et al. [2012] “generally support the diversification ...
Risk-Adjusted Performance of Private Equity Investments
... risk measures are thus attributed to cash flow distributions, rather than to any inherent characteristic of the investment. By providing specific information on particular PE fund transactions, our dataset permits us to analyse transactions on a deal-by-deal basis, thus making it possible to determ ...
... risk measures are thus attributed to cash flow distributions, rather than to any inherent characteristic of the investment. By providing specific information on particular PE fund transactions, our dataset permits us to analyse transactions on a deal-by-deal basis, thus making it possible to determ ...
Cash Reserves Fund
... In addition to investing in money market securities issued by corporations and financial institutions, the fund may also invest in U.S. Treasury securities and other U.S. government securities, and repurchase agreements thereon; municipal money market securities issued by state and local governments ...
... In addition to investing in money market securities issued by corporations and financial institutions, the fund may also invest in U.S. Treasury securities and other U.S. government securities, and repurchase agreements thereon; municipal money market securities issued by state and local governments ...
Griffin Institutional Access Real Estate Fund (Form: N
... securities that maximize risk-adjusted returns for our shareholders. Given the amount of volatility and uncertainty surrounding the U.S. election, the United Kingdom’s decision to leave the European Union (commonly referred to as “Brexit”) and U.S. Federal Reserve (Fed) policy this past year, we hav ...
... securities that maximize risk-adjusted returns for our shareholders. Given the amount of volatility and uncertainty surrounding the U.S. election, the United Kingdom’s decision to leave the European Union (commonly referred to as “Brexit”) and U.S. Federal Reserve (Fed) policy this past year, we hav ...