MainStay Epoch Global Equity Yield SMA
... hold similar portfolios of investments, in other portfolios or products it manages (including mutual funds). These may be available at Morgan Stanley or elsewhere, and may cost an investor more or less than this strategy in the Morgan Stanley Fiduciary Services program. The portfolio may, at times, ...
... hold similar portfolios of investments, in other portfolios or products it manages (including mutual funds). These may be available at Morgan Stanley or elsewhere, and may cost an investor more or less than this strategy in the Morgan Stanley Fiduciary Services program. The portfolio may, at times, ...
7 tips to weather market volatility and stay
... In the illustration above, the top row represents the best performing sector for each respective year. Each subsequent row represents the next best performing sector, ultimately reaching the worst performing sector in the bottom row. Source: Bloomberg Barclays, JP Morgan, Credit Suisse, and Prudenti ...
... In the illustration above, the top row represents the best performing sector for each respective year. Each subsequent row represents the next best performing sector, ultimately reaching the worst performing sector in the bottom row. Source: Bloomberg Barclays, JP Morgan, Credit Suisse, and Prudenti ...
ETFs: A Call for Greater Transparency and Consistent
... portfolio based on their financial objectives. By investing across a broad range of asset classes, an investor can make his or her portfolio more diversified, which in turn can help to reduce portfolio risk. In addition, by holding a basket of securities, rather than a single stock or bond, ETFs rep ...
... portfolio based on their financial objectives. By investing across a broad range of asset classes, an investor can make his or her portfolio more diversified, which in turn can help to reduce portfolio risk. In addition, by holding a basket of securities, rather than a single stock or bond, ETFs rep ...
benefits of alternative investments
... Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectiv ...
... Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectiv ...
Toews
... assets, but were achieved by means of retroactive application of a backtested model that was designed with the benefit of hindsight. The performance results are hypothetical and should not be considered indicative of the skill of the adviser. Material market or economic factors have not been conside ...
... assets, but were achieved by means of retroactive application of a backtested model that was designed with the benefit of hindsight. The performance results are hypothetical and should not be considered indicative of the skill of the adviser. Material market or economic factors have not been conside ...
Direct Leverage - Treasury.gov.au
... Anthony Cahill: Submission to Federal Treasury Financial System inquiry investing in leveraged vehicles (companies and trusts). At the time the Superannuation Industry (Supervision) Act (SIS Act) was enacted, derivative markets were embryonic and were beyond the reach of all but the most sophistica ...
... Anthony Cahill: Submission to Federal Treasury Financial System inquiry investing in leveraged vehicles (companies and trusts). At the time the Superannuation Industry (Supervision) Act (SIS Act) was enacted, derivative markets were embryonic and were beyond the reach of all but the most sophistica ...
Putnam Bond Index Fund
... Total foreign government and agency bonds and notes (cost $1,500,336) ...
... Total foreign government and agency bonds and notes (cost $1,500,336) ...
Fidelity Global Income Class Portfolio P1
... This document contains key information you should know about Fidelity Global Income Class Portfolio - Series P1 (the “Fund”). You can find more detailed information in the Fund’s simplified prospectus. To get a copy, ask your representative, contact Fidelity Investments Canada ULC (“Fidelity”) at 1- ...
... This document contains key information you should know about Fidelity Global Income Class Portfolio - Series P1 (the “Fund”). You can find more detailed information in the Fund’s simplified prospectus. To get a copy, ask your representative, contact Fidelity Investments Canada ULC (“Fidelity”) at 1- ...
Clear perspectives on bond market liquidity
... an exact representation of any particular investment, as you cannot invest directly in an index. There may be other material differences between products that must be considered prior to investing. Diversification does not ensure a profit or protect against a loss in a declining market. There is no ...
... an exact representation of any particular investment, as you cannot invest directly in an index. There may be other material differences between products that must be considered prior to investing. Diversification does not ensure a profit or protect against a loss in a declining market. There is no ...
Clear perspectives on bond market liquidity
... an exact representation of any particular investment, as you cannot invest directly in an index. There may be other material differences between products that must be considered prior to investing. Diversification does not ensure a profit or protect against a loss in a declining market. There is no ...
... an exact representation of any particular investment, as you cannot invest directly in an index. There may be other material differences between products that must be considered prior to investing. Diversification does not ensure a profit or protect against a loss in a declining market. There is no ...
Conflicting Family Values in Mutual Fund Families (Q-Group Spring 2011 Presentation)
... see a downward sloping curve. The AFoMF believes that outside money is smart, or a momentum strategy is being followed. If true, we should see an upward sloping curve. AFoMF inflow could accompany extreme (both positive and negative) outside investor flow to counteract value erosion because of trans ...
... see a downward sloping curve. The AFoMF believes that outside money is smart, or a momentum strategy is being followed. If true, we should see an upward sloping curve. AFoMF inflow could accompany extreme (both positive and negative) outside investor flow to counteract value erosion because of trans ...
Why it pays to be diversified
... fees on the performance of primary funds. Figure 3 shows a side-by-side comparison of the return distributions of primary funds and simulated co-investment portfolios.The results show that, compared to primary funds, co-investment portfolio returns have a higher median and a fatter right tail. It al ...
... fees on the performance of primary funds. Figure 3 shows a side-by-side comparison of the return distributions of primary funds and simulated co-investment portfolios.The results show that, compared to primary funds, co-investment portfolio returns have a higher median and a fatter right tail. It al ...
Mackenzie Maximum Diversification Developed Europe Index ETF
... composed and calculated by or on behalf of TOBAM without regard to Licensee or the ETF. TOBAM has no obligation to take the needs of Licensee or the owners or prospective owners of the securities of the ETF into consideration in determining, composing or calculating the Underlying Index. TOBAM is no ...
... composed and calculated by or on behalf of TOBAM without regard to Licensee or the ETF. TOBAM has no obligation to take the needs of Licensee or the owners or prospective owners of the securities of the ETF into consideration in determining, composing or calculating the Underlying Index. TOBAM is no ...
SECTOR REPORT Islamic Asset Management — Asia vs Arabia
... among all applications of asset management — whether for individual or institutional investors — is the ability to sell an asset when needed. In no area of asset management does one commonly find illiquid, long-term investments except as niche products, comprising a small minority of total investmen ...
... among all applications of asset management — whether for individual or institutional investors — is the ability to sell an asset when needed. In no area of asset management does one commonly find illiquid, long-term investments except as niche products, comprising a small minority of total investmen ...
Firm Churn on Main Street and Wall Street
... Nasdaq. Unlike the Dow or S&P 500, which are baskets or indexes of a fixed number of stocks, the Nasdaq is a stock exchange. It is an all-electronic exchange, with no physical trading floor like the New York and American stock exchanges. Of these three exchanges, the Nasdaq is generally seen as havi ...
... Nasdaq. Unlike the Dow or S&P 500, which are baskets or indexes of a fixed number of stocks, the Nasdaq is a stock exchange. It is an all-electronic exchange, with no physical trading floor like the New York and American stock exchanges. Of these three exchanges, the Nasdaq is generally seen as havi ...
Oversight Policy for Deferred Compensation
... rolling average, using monthly data. For existing products, probation occurs when a tracking error falls between 50 and 100 basis points and termination occurs for a tracking error greater than 100 basis points for four consecutive quarters. For measurement purposes only, the monthly prorated mutual ...
... rolling average, using monthly data. For existing products, probation occurs when a tracking error falls between 50 and 100 basis points and termination occurs for a tracking error greater than 100 basis points for four consecutive quarters. For measurement purposes only, the monthly prorated mutual ...
Investment Seminar
... It is very difficult to beat the broad market indexes and even more difficult to predict who will beat the market in the future so you are better off to investing in index mutual funds such as Vanguards Total Market index and strive to minimize your investment expenses and taxes. You or anyone e ...
... It is very difficult to beat the broad market indexes and even more difficult to predict who will beat the market in the future so you are better off to investing in index mutual funds such as Vanguards Total Market index and strive to minimize your investment expenses and taxes. You or anyone e ...
In The Vanguard Spring 2016
... media that rising rates could lead to a wave of investors wanting to sell, but with no buyers. Are you worried about liquidity in the bond market? Mr. Davis: First, I’m not convinced that rising rates will send bondholders rushing for the exits. Unlike some stock market participants, bond investors ...
... media that rising rates could lead to a wave of investors wanting to sell, but with no buyers. Are you worried about liquidity in the bond market? Mr. Davis: First, I’m not convinced that rising rates will send bondholders rushing for the exits. Unlike some stock market participants, bond investors ...
The Financial Reporting Practices of State
... Bris, Goetzmann and Zhu (2007) show that downside volatility is significantly larger when short-selling is constrained, consistent with a build up (i.e., artificial suppression) of non-priced negative financial information in those settings with downside trading frictions. ...
... Bris, Goetzmann and Zhu (2007) show that downside volatility is significantly larger when short-selling is constrained, consistent with a build up (i.e., artificial suppression) of non-priced negative financial information in those settings with downside trading frictions. ...
Chapter 3
... The focus on superannuation and encouraging individuals to save and invest for their future, and particularly their retirement years, has been increasingly emphasised in the past two decades in Australia. The Australian Government has been especially pro-active in this regard, mandating minimum cont ...
... The focus on superannuation and encouraging individuals to save and invest for their future, and particularly their retirement years, has been increasingly emphasised in the past two decades in Australia. The Australian Government has been especially pro-active in this regard, mandating minimum cont ...
Investment Portfolio Review - Christian Brothers Investment Services
... scope of market history. Markets fell about 20% in 1998 due to an emerging markets debt crisis and Federal Reserve bailout of global hedge fund Long-Term Capital Management (founded and run by Nobel prize-winning economists). The year 1990 and the crash of 1987 each produced near-20% declines, but l ...
... scope of market history. Markets fell about 20% in 1998 due to an emerging markets debt crisis and Federal Reserve bailout of global hedge fund Long-Term Capital Management (founded and run by Nobel prize-winning economists). The year 1990 and the crash of 1987 each produced near-20% declines, but l ...
CF Prudential Managed Defensive Fund
... The Fund is also invested in commercial property, which performed well, and the position in the M&G Property Portfolio was therefore beneficial over the 12 months. The Portfolio Manager is aiming for a 9% weighting in property. Meanwhile, economic growth in the eurozone slowed from already weak level ...
... The Fund is also invested in commercial property, which performed well, and the position in the M&G Property Portfolio was therefore beneficial over the 12 months. The Portfolio Manager is aiming for a 9% weighting in property. Meanwhile, economic growth in the eurozone slowed from already weak level ...
Data Definitions
... The percentage of bonds in portfolio with credit rating BBB or above. Non Investment Grade The percentage of bonds in portfolio with credit rating B or below. Rel UNII The UNII in cents per share dividend into the annualized income only dividend expressed in cents per share. For example, an 8.34%% f ...
... The percentage of bonds in portfolio with credit rating BBB or above. Non Investment Grade The percentage of bonds in portfolio with credit rating B or below. Rel UNII The UNII in cents per share dividend into the annualized income only dividend expressed in cents per share. For example, an 8.34%% f ...
Do hedge funds hedge?
... Emerging markets funds invest in developing countries. In less developed financial markets more sophisticated strategies such as short selling or derivatives trading are forbidden or simply absent. Long-only investment in equity and fixed income prevails and returns are therefore strongly correlated ...
... Emerging markets funds invest in developing countries. In less developed financial markets more sophisticated strategies such as short selling or derivatives trading are forbidden or simply absent. Long-only investment in equity and fixed income prevails and returns are therefore strongly correlated ...