HERMES GLOBAL HIGH YIELD BOND FUND
... are listed or traded on Regulated Markets set out in Appendix I to the Prospectus. In pursuit of its investment policy, the Fund may use credit default Swaps extensively for direct investment (i.e. to seek to protect the Fund in the event of a default of the issuers of bonds in which the Fund invest ...
... are listed or traded on Regulated Markets set out in Appendix I to the Prospectus. In pursuit of its investment policy, the Fund may use credit default Swaps extensively for direct investment (i.e. to seek to protect the Fund in the event of a default of the issuers of bonds in which the Fund invest ...
Press release - PAI Partners
... management team. We look forward to working with Xella as it continues to enhance its industry leadership position.” Dr Jochen Fabritius, CEO of the Xella Group: “Xella has developed very positively especially in recent years. After a strategic realignment and the successful completion of a cost red ...
... management team. We look forward to working with Xella as it continues to enhance its industry leadership position.” Dr Jochen Fabritius, CEO of the Xella Group: “Xella has developed very positively especially in recent years. After a strategic realignment and the successful completion of a cost red ...
3.56 MB - Financial System Inquiry
... The PFA supports measures that encourage investment into unlisted property or other direct asset funds (including infrastructure). These measures include appropriate disclosure for investors that is relevant and transparent, regulation that supports a “level playing field” with other investment type ...
... The PFA supports measures that encourage investment into unlisted property or other direct asset funds (including infrastructure). These measures include appropriate disclosure for investors that is relevant and transparent, regulation that supports a “level playing field” with other investment type ...
View PDF - Mackenzie Investments
... projects, private equity and real estate, were only available to accredited investors or to large institutions. The launch of newer products has resulted in the introduction of opportunities for retail investors to broaden their diversification by including a range of liquid alternative investments ...
... projects, private equity and real estate, were only available to accredited investors or to large institutions. The launch of newer products has resulted in the introduction of opportunities for retail investors to broaden their diversification by including a range of liquid alternative investments ...
First Quarter 2015 Securities Markets Commentary Index
... structured portfolio management strategy is so important. Risk Management/Investment Strategy The portfolio management process used in identifying and making on-going investment choices to meet unique portfolio objectives, and which are consistent with particular risk profiles, includes the use of a ...
... structured portfolio management strategy is so important. Risk Management/Investment Strategy The portfolio management process used in identifying and making on-going investment choices to meet unique portfolio objectives, and which are consistent with particular risk profiles, includes the use of a ...
end of the golden age? - Virtus Investment Partners
... historical norm, what looks like a well-diversified portfolio may carry significant risk. If different assets sell off in tandem as global growth disappoints or U.S. interest rates rise unexpectedly, investors could discover just how diversified their portfolios are and if their investment strategie ...
... historical norm, what looks like a well-diversified portfolio may carry significant risk. If different assets sell off in tandem as global growth disappoints or U.S. interest rates rise unexpectedly, investors could discover just how diversified their portfolios are and if their investment strategie ...
to view our Weekly Market Commentary for
... Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee profit nor is it guaranteed to protect assets. The Standard & Poor's 500 (S&P 500) is an unmanag ...
... Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee profit nor is it guaranteed to protect assets. The Standard & Poor's 500 (S&P 500) is an unmanag ...
Note on Union Budget - Kotak Asset Management
... Corporate earnings will get supported by higher capacity utilisation, lower commodity prices, reduced working capital cycle and lower interest rates over the next eight quarters. We expect earnings growth to be back ended with more sharper acceleration in FY 17. ...
... Corporate earnings will get supported by higher capacity utilisation, lower commodity prices, reduced working capital cycle and lower interest rates over the next eight quarters. We expect earnings growth to be back ended with more sharper acceleration in FY 17. ...
Exemption From Audit Requirement For A Regulated Mutual Fund.
... 4.1. In considering whether to exempt a fund from the annual audit requirement, the Authority must be satisfied that the exemption will not contravene any terms of the fund’s articles or other constitutive documents and its offering document, or prejudice the fund’s investors and creditors. In addit ...
... 4.1. In considering whether to exempt a fund from the annual audit requirement, the Authority must be satisfied that the exemption will not contravene any terms of the fund’s articles or other constitutive documents and its offering document, or prejudice the fund’s investors and creditors. In addit ...
not fdic insured | may lose value | no bank
... rules-based system rather than manager discretion. The investment process begins with the construction of a proprietary, systematic trend-following strategy that utilizes three signals: long, medium and short. Within each signal, positions are intended to be equally risk-weighted. ...
... rules-based system rather than manager discretion. The investment process begins with the construction of a proprietary, systematic trend-following strategy that utilizes three signals: long, medium and short. Within each signal, positions are intended to be equally risk-weighted. ...
Macquarie True Index Global Infrastructure Securities Fund
... potential for loss and unit price variability over the short term). Financial markets can, and have been volatile, and higher levels of market volatility may result in greater risk for investors than an investment in less volatile markets. When you make an investment, you are accepting the risks of ...
... potential for loss and unit price variability over the short term). Financial markets can, and have been volatile, and higher levels of market volatility may result in greater risk for investors than an investment in less volatile markets. When you make an investment, you are accepting the risks of ...
CMAA Investment Policy - Construction Management Association of
... income earned, percentage share of each category of investment, and other information that may be requested by the CMAA Investment Committee. In the management of Current Operating Funds, personnel having authority to commit funds are the Board Chair, President, Chief Operations Officer, and Investm ...
... income earned, percentage share of each category of investment, and other information that may be requested by the CMAA Investment Committee. In the management of Current Operating Funds, personnel having authority to commit funds are the Board Chair, President, Chief Operations Officer, and Investm ...
MOSAX - MassMutual
... an investor in the option would plan to retire and likely would stop making new contributions to the investment option. However, investors may choose a date other than their presumed retirement date to be more conservative or aggressive depending on their own risk tolerance. They are designed for pa ...
... an investor in the option would plan to retire and likely would stop making new contributions to the investment option. However, investors may choose a date other than their presumed retirement date to be more conservative or aggressive depending on their own risk tolerance. They are designed for pa ...
Quick Summary of SDBA Commissions and Fees
... Illiquid investments Over the Counter Bulletin Board securities Pink Sheet securities Leveraged Exchange Traded Funds Direct Ownership of Foreign Securities Derivatives, including, but not limited to futures and options contracts on securities, market indexes, and commodities Limited P ...
... Illiquid investments Over the Counter Bulletin Board securities Pink Sheet securities Leveraged Exchange Traded Funds Direct Ownership of Foreign Securities Derivatives, including, but not limited to futures and options contracts on securities, market indexes, and commodities Limited P ...
Africa – Opening the last frontier market
... Paradoxically – smaller companies have consistently lower betas relative to large companies Beta for size segments (2000 - 2007) Annual returns to risk segments (2000 - 2007) ...
... Paradoxically – smaller companies have consistently lower betas relative to large companies Beta for size segments (2000 - 2007) Annual returns to risk segments (2000 - 2007) ...
Access global equities with lower volatility
... Source: Macquarie, Analytic, from August 2006 to June 2016. This chart is provided for illustrative purposes only. Past performance is not a reliable indicator of future performance. The inception date of the Fund was 21 August 2012 and therefore the Fund has no meaningful performance history. The p ...
... Source: Macquarie, Analytic, from August 2006 to June 2016. This chart is provided for illustrative purposes only. Past performance is not a reliable indicator of future performance. The inception date of the Fund was 21 August 2012 and therefore the Fund has no meaningful performance history. The p ...
is the SEC adequately protecting the nation’s capital markets
... Enforcement, stated in a CNBC interview on May 11, 2007: ‘Hedge fund managers are under enormous pressure to show profits for their clients. . . . Not every hedge fund manager can get those kinds of return through legitimate trading.’” U.S. Senate Final Report, p. 2. ...
... Enforcement, stated in a CNBC interview on May 11, 2007: ‘Hedge fund managers are under enormous pressure to show profits for their clients. . . . Not every hedge fund manager can get those kinds of return through legitimate trading.’” U.S. Senate Final Report, p. 2. ...
Opportunities Abound… Trading Is The Key!
... “It’s like waiting for snow in the Caribbean. But we see it all the time. My advice, when in doubt… get out and move on. The Lucents, Oracles and Suns may recover to some extent, but there are plenty of better places to invest your money.” Schatz recommends that investors look for strong sectors ...
... “It’s like waiting for snow in the Caribbean. But we see it all the time. My advice, when in doubt… get out and move on. The Lucents, Oracles and Suns may recover to some extent, but there are plenty of better places to invest your money.” Schatz recommends that investors look for strong sectors ...
ETF Trading: Understanding ETF Liquidity
... Now let’s examine how to determine the appropriate trading strategy for a specific ETF, given market conditions. For example, assume that, based on a client’s investment objectives, you purchase 30,000 shares of FlexShares Quality Dividend Index Fund (QDF). Employing the First Level of Liquidity (Se ...
... Now let’s examine how to determine the appropriate trading strategy for a specific ETF, given market conditions. For example, assume that, based on a client’s investment objectives, you purchase 30,000 shares of FlexShares Quality Dividend Index Fund (QDF). Employing the First Level of Liquidity (Se ...
non-discretionary portfolio - Alternative Capital Partners
... Our non-discretionary portfolio service is for investors who are quite knowledgeable about the capital market and are able to make their own investment decisions. The portfolio is managed in accordance with their requests and needs with instructions being executed in a timely and efficient manner. W ...
... Our non-discretionary portfolio service is for investors who are quite knowledgeable about the capital market and are able to make their own investment decisions. The portfolio is managed in accordance with their requests and needs with instructions being executed in a timely and efficient manner. W ...
Fund Focus - Schroders
... can only be made on the basis of their latest prospectus together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Luxembourg) S.A. In accordance with the current p ...
... can only be made on the basis of their latest prospectus together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Luxembourg) S.A. In accordance with the current p ...
Legg Mason Australia
... other managed investment schemes (‘Schemes’) for which Legg Mason Australia is the Responsible Entity. These Schemes are managed on behalf of the Responsible Entity by a variety of Legg Mason Inc. specialist investment managers that can include Martin Currie Australia (Australian equities and proper ...
... other managed investment schemes (‘Schemes’) for which Legg Mason Australia is the Responsible Entity. These Schemes are managed on behalf of the Responsible Entity by a variety of Legg Mason Inc. specialist investment managers that can include Martin Currie Australia (Australian equities and proper ...
China opens up the securities investment fund
... government committed to increase participation of foreign financial services firms and investors in the PRC capital markets through several detailed policies, (2) the Seventh China-UK Economic and Financial Dialogue (2015.9.21) whereby the Chinese government agreed to further facilitate investment i ...
... government committed to increase participation of foreign financial services firms and investors in the PRC capital markets through several detailed policies, (2) the Seventh China-UK Economic and Financial Dialogue (2015.9.21) whereby the Chinese government agreed to further facilitate investment i ...
Investment and Spending Policy Community Colleges of New
... understands that some liquidity in the portfolio is necessary to facilitate trading, and does not place an explicit restriction on the holding of cash equivalents. The custodian bank short-term investment fund (“STIF”) is an allowed investment, as are other cash equivalents, provided they carry an S ...
... understands that some liquidity in the portfolio is necessary to facilitate trading, and does not place an explicit restriction on the holding of cash equivalents. The custodian bank short-term investment fund (“STIF”) is an allowed investment, as are other cash equivalents, provided they carry an S ...
directinvestor - RBC Direct Investing
... RBC Direct Investing Inc.*, RBC Dominion Securities Inc.*, RBC Global Asset Management Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing is a wholly owned subsidiary of Royal Bank of Canada. Royal Bank of Canada and certain of its issuers are re ...
... RBC Direct Investing Inc.*, RBC Dominion Securities Inc.*, RBC Global Asset Management Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing is a wholly owned subsidiary of Royal Bank of Canada. Royal Bank of Canada and certain of its issuers are re ...