Market Penetration and Investment Pattern: A Study
... Market Penetration and Investment Pattern: A Study of Mutual Funds in India individuals is only 39.77%, where as its percentage to total investor's accounts is 97.07%. This analysis clearly suggests a timely action to be taken by mutual Fund Industry regarding market penetration. This under penetra ...
... Market Penetration and Investment Pattern: A Study of Mutual Funds in India individuals is only 39.77%, where as its percentage to total investor's accounts is 97.07%. This analysis clearly suggests a timely action to be taken by mutual Fund Industry regarding market penetration. This under penetra ...
Hedge Fund Directive clashes with Irish regulations If the European
... domiciled in third countries to professional investors throughout Europe, provided such third country complies with the OECD model tax convention and ensures an efficient exchange of tax information (and subject to notification to the host Member State). Member States may also authorise AIFM establi ...
... domiciled in third countries to professional investors throughout Europe, provided such third country complies with the OECD model tax convention and ensures an efficient exchange of tax information (and subject to notification to the host Member State). Member States may also authorise AIFM establi ...
Risk-taking behavior of Commodity Trading Advisors
... the tests to funds that reach AUM of $ 10 million in 2014 dollars. Since the AUM minimum is expressed in terms of 2014 dollars, we include a fund in 1994, for example, if it has more than about $ 6 million in AUM in 1994. Once a fund passes the minimum AUM threshold, it is included in all subsequent ...
... the tests to funds that reach AUM of $ 10 million in 2014 dollars. Since the AUM minimum is expressed in terms of 2014 dollars, we include a fund in 1994, for example, if it has more than about $ 6 million in AUM in 1994. Once a fund passes the minimum AUM threshold, it is included in all subsequent ...
Advising the Behavioral Investor
... page, we can see that although the timing was close to optimal, the majority of investors did actually miss the lowest point – they would have achieved higher returns if they had started buying when the sentiment index stood at an unusually low level of 20%. Moving from investment assets to cash (or ...
... page, we can see that although the timing was close to optimal, the majority of investors did actually miss the lowest point – they would have achieved higher returns if they had started buying when the sentiment index stood at an unusually low level of 20%. Moving from investment assets to cash (or ...
Market structures and systemic risks of exchange
... exchange-traded funds (ETFs), have existed since the early 1990s as a cost- and taxefficient alternative to mutual funds. The structuring of these funds initially shared common characteristics with that of mutual funds. In particular, the underlying index exposure that the ETF replicated was gained ...
... exchange-traded funds (ETFs), have existed since the early 1990s as a cost- and taxefficient alternative to mutual funds. The structuring of these funds initially shared common characteristics with that of mutual funds. In particular, the underlying index exposure that the ETF replicated was gained ...
Municipal Bond Funds Commentary
... for taxes. For the most recent month-end performance, please visit putnam.com. Class Y shares before their inception are derived from historical performance (Tax Exempt Income Fund, class A inception 12/31/76, and Tax-Free High Yield Fund, class B inception 9/9/85), which have not been adjusted for ...
... for taxes. For the most recent month-end performance, please visit putnam.com. Class Y shares before their inception are derived from historical performance (Tax Exempt Income Fund, class A inception 12/31/76, and Tax-Free High Yield Fund, class B inception 9/9/85), which have not been adjusted for ...
Mr Madoff`s Amazing Returns: An analysis of the Split Strike
... volatility is seventy one basis points corresponding to an annual volatility of 2.45%. The average monthly return for the strategy 84.00 basis points corresponding to an annual average return of 10.59%. Investors clearly put a very high value on this combination of high returns and low volatility g ...
... volatility is seventy one basis points corresponding to an annual volatility of 2.45%. The average monthly return for the strategy 84.00 basis points corresponding to an annual average return of 10.59%. Investors clearly put a very high value on this combination of high returns and low volatility g ...
Thought leadership | Financial Intelligence
... 3) Floating net asset value money market funds Subject to notification and disclosure, Federated anticipates that on or about the compliance date for floating net asset value (Oct. 14, 2016), Federated will convert at least one of its products to a floating net asset value money market fund for clie ...
... 3) Floating net asset value money market funds Subject to notification and disclosure, Federated anticipates that on or about the compliance date for floating net asset value (Oct. 14, 2016), Federated will convert at least one of its products to a floating net asset value money market fund for clie ...
Franklin Floating Rate Daily Access Fund Summary Prospectus
... or the Prime Rate. The Fund may invest in companies whose financial condition is troubled or uncertain and that may be involved in bankruptcy proceedings, reorganizations or financial restructurings. Floating interest rate corporate loans and debt securities, also called bank loans or senior floatin ...
... or the Prime Rate. The Fund may invest in companies whose financial condition is troubled or uncertain and that may be involved in bankruptcy proceedings, reorganizations or financial restructurings. Floating interest rate corporate loans and debt securities, also called bank loans or senior floatin ...
Fixed income for defined benefit plan investing
... to adjust as the DB plan’s cash flow changes—which it will. Funds, on the other hand, usually allow for the purchase and sale of shares with little or no difficulty. Rebalancing. Funds’ liquidity makes asset rebalancing easier as the assets and liabilities develop over time. Costs. The lower they ar ...
... to adjust as the DB plan’s cash flow changes—which it will. Funds, on the other hand, usually allow for the purchase and sale of shares with little or no difficulty. Rebalancing. Funds’ liquidity makes asset rebalancing easier as the assets and liabilities develop over time. Costs. The lower they ar ...
The Mystery of DFA - Stevens Wealth Management
... risk that the market compensates by emphasizing securities with characteristics that historically have been associated with higher returns. The firm generally has been disciplined about launching new strategies in each of the markets where it operates. Each strategy must be economically sound, consi ...
... risk that the market compensates by emphasizing securities with characteristics that historically have been associated with higher returns. The firm generally has been disciplined about launching new strategies in each of the markets where it operates. Each strategy must be economically sound, consi ...
KCR-Presentation-Final_a
... Because the model results are hypothetical they have inherent limitations due to the fact that they do not reflect actual trading and may not reflect the impact that material economic and market factors might have had on decision-making if actual clients had been invested in the model strategy. No ...
... Because the model results are hypothetical they have inherent limitations due to the fact that they do not reflect actual trading and may not reflect the impact that material economic and market factors might have had on decision-making if actual clients had been invested in the model strategy. No ...
REIT Stocks: An Underutilized Portfolio Diversifier
... ensure a profit or guarantee against loss.] The following article will outline why many investors should consider maintaining a higher exposure to commercial property through REIT stocks, particularly in multi-asset-class portfolios with longer-term, strategic objectives. In addition, we will provid ...
... ensure a profit or guarantee against loss.] The following article will outline why many investors should consider maintaining a higher exposure to commercial property through REIT stocks, particularly in multi-asset-class portfolios with longer-term, strategic objectives. In addition, we will provid ...
Money Market instruments
... Projected dividend distributions may not be achieved if the income of the REIT or business trust is lower than expected ...
... Projected dividend distributions may not be achieved if the income of the REIT or business trust is lower than expected ...
risk measurement for hedge fund portfolios
... associated with hedge fund manager returns. Further research is needed to confirm these results using a larger sample of managers. Furthermore, future research is needed to identify ways to deal with manager who switch strategies or invest in multiple industries and asset classes. ...
... associated with hedge fund manager returns. Further research is needed to confirm these results using a larger sample of managers. Furthermore, future research is needed to identify ways to deal with manager who switch strategies or invest in multiple industries and asset classes. ...
PDF - Lazard Asset Management
... to be gradual and directional in terms of specific asset allocation recommendations. A range of factors—from legislative changes to geopolitical events—are analyzed in the process of identifying and anticipating secular and cyclical adjustments in the relative performance of assets both domestically ...
... to be gradual and directional in terms of specific asset allocation recommendations. A range of factors—from legislative changes to geopolitical events—are analyzed in the process of identifying and anticipating secular and cyclical adjustments in the relative performance of assets both domestically ...
Mutual Fund Scheme Analysis
... picking. The value philosophy focuses on discovering stocks that have high potential, but are currently lying low at a discount to their inherent value (low PE). The basic inclination of the fund always tilts towards mid cap and small cap stocks. Considering last one year portfolio, he has kept almo ...
... picking. The value philosophy focuses on discovering stocks that have high potential, but are currently lying low at a discount to their inherent value (low PE). The basic inclination of the fund always tilts towards mid cap and small cap stocks. Considering last one year portfolio, he has kept almo ...
Posted by: Lauren Young on July 25
... making their required distributions from IRAs and pension plans. If they're still working, they should fully fund their 401(k) plans up to the level of the employer match. Many planners also recommend Roth IRAs for those who qualify. Just as with insurance, investment needs will vary. "The main ques ...
... making their required distributions from IRAs and pension plans. If they're still working, they should fully fund their 401(k) plans up to the level of the employer match. Many planners also recommend Roth IRAs for those who qualify. Just as with insurance, investment needs will vary. "The main ques ...
Dividend Growth and the Quest for Yield
... ProShares is the leader in dividend growers ETFs by number of funds and assets under management. Source: Bloomberg, 12/31/16. This information is not meant to be investment advice. There is no guarantee dividends will be paid. Companies may reduce or eliminate dividends at any time, and those that d ...
... ProShares is the leader in dividend growers ETFs by number of funds and assets under management. Source: Bloomberg, 12/31/16. This information is not meant to be investment advice. There is no guarantee dividends will be paid. Companies may reduce or eliminate dividends at any time, and those that d ...
Global Real Estate Fund
... exchange, liquidity and regulatory risks. (g) Investing in derivatives carries the risk of reduced liquidity, substantial loss and increased volatility in adverse market conditions, such as a failure amongst market participants. The use of derivatives may result in the fund being leveraged (where ec ...
... exchange, liquidity and regulatory risks. (g) Investing in derivatives carries the risk of reduced liquidity, substantial loss and increased volatility in adverse market conditions, such as a failure amongst market participants. The use of derivatives may result in the fund being leveraged (where ec ...
Global Fixed Income
... determined by the pool issue data. To be included in the index, the aggregate amount outstanding must be at least $250 million and the weighted-average maturity greater than one year. PRICING OF INDEX CONSTITUENTS Independent and transparent pricing is a key difference of Bloomberg’s index family ve ...
... determined by the pool issue data. To be included in the index, the aggregate amount outstanding must be at least $250 million and the weighted-average maturity greater than one year. PRICING OF INDEX CONSTITUENTS Independent and transparent pricing is a key difference of Bloomberg’s index family ve ...
Systemic risk in European Economies: Deciphering Leading
... • We depart from the premise that uncertainty boils down to risk if information about the likelihood of events to happen is known (Knight, 1921) • Systemic risk is a special case but we still need knowledge about probability distributions (though almost always deviating from the Gaussian one) to est ...
... • We depart from the premise that uncertainty boils down to risk if information about the likelihood of events to happen is known (Knight, 1921) • Systemic risk is a special case but we still need knowledge about probability distributions (though almost always deviating from the Gaussian one) to est ...
Taiwan 2015 - 2016.docx
... Deregulation allowing centralized securities depository enterprises to pay and collect money for domestic funds On April 26, 2016, the FSC introduced a deregulation measure that allows securities brokers to subscribe domestic funds for investors in their own name and the payments can be made and col ...
... Deregulation allowing centralized securities depository enterprises to pay and collect money for domestic funds On April 26, 2016, the FSC introduced a deregulation measure that allows securities brokers to subscribe domestic funds for investors in their own name and the payments can be made and col ...
DFS-J3-1541 rev0413(Investment Policy).
... 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 ...