43% 15% 54% - Columbia Threadneedle Investments
... There is no guarantee that investment objectives will be achieved or that any particular investment will be profitable. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Market risk may affect a single issuer, sector of the economy, industry o ...
... There is no guarantee that investment objectives will be achieved or that any particular investment will be profitable. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Market risk may affect a single issuer, sector of the economy, industry o ...
Investment Trust Guide - Sompo Japan Nipponkoa DC Securities
... • They give investors access to diversified portfolios of equities, bonds and other securities with a small amount of capital. • Investment specialists select and manage the investments. • By having specialists pool funds and diversify them among various issues of stocks and bonds, fluctuation in pric ...
... • They give investors access to diversified portfolios of equities, bonds and other securities with a small amount of capital. • Investment specialists select and manage the investments. • By having specialists pool funds and diversify them among various issues of stocks and bonds, fluctuation in pric ...
Russell Quarterly Economic and Market Review
... Russell Emerging Markets Index; U.S. Bonds: Barclays U.S. Aggregate Index; EMD: JPMorgan EM Bond Index Plus; Commodities: Bloomberg Commodity Index; Balanced Index: 5% U.S. Small Cap,15% U.S. Large Cap, 10% Global, 12% Non-U.S., 4% Infrastructure, 5% Global High Yield, 4% Global REITs, 0% Cash, 6% E ...
... Russell Emerging Markets Index; U.S. Bonds: Barclays U.S. Aggregate Index; EMD: JPMorgan EM Bond Index Plus; Commodities: Bloomberg Commodity Index; Balanced Index: 5% U.S. Small Cap,15% U.S. Large Cap, 10% Global, 12% Non-U.S., 4% Infrastructure, 5% Global High Yield, 4% Global REITs, 0% Cash, 6% E ...
BLOOMBERG USD HIGH YIELD CORPORATE BOND INDEX
... Independent and transparent pricing is a key difference of Bloomberg’s index family versus other index families that rely on single-dealer pricing or composite pricing across a small number of dealers. Prices of index constituent bonds in Bloomberg’s indexes are received from BVAL, Bloomberg’s secur ...
... Independent and transparent pricing is a key difference of Bloomberg’s index family versus other index families that rely on single-dealer pricing or composite pricing across a small number of dealers. Prices of index constituent bonds in Bloomberg’s indexes are received from BVAL, Bloomberg’s secur ...
Why alternative asset classes offer attractive returns
... structure to make private equity an investable asset class for non-institutional investors. “The flexible structure facilitates investment in less liquid and often longer term asset classes. This opens up these asset classes and their attractive historic return profile to investors that may previous ...
... structure to make private equity an investable asset class for non-institutional investors. “The flexible structure facilitates investment in less liquid and often longer term asset classes. This opens up these asset classes and their attractive historic return profile to investors that may previous ...
- Franklin Templeton Investments
... fund and/or other Franklin Templeton fund, contractually guaranteed through 1/31/18. Fund investment results reflect the fee waiver; without this waiver, the results would have been lower. ...
... fund and/or other Franklin Templeton fund, contractually guaranteed through 1/31/18. Fund investment results reflect the fee waiver; without this waiver, the results would have been lower. ...
Lazard US Equity Value Portfolio
... Beta is a relative measure of the sensitivity of a fund’s return to changes in the benchmark’s return. The beta of the fund versus its benchmark is the amount (and direction) the fund has historically moved when the benchmark moved by one unit. Standard deviation measures the dispersion or “spread” ...
... Beta is a relative measure of the sensitivity of a fund’s return to changes in the benchmark’s return. The beta of the fund versus its benchmark is the amount (and direction) the fund has historically moved when the benchmark moved by one unit. Standard deviation measures the dispersion or “spread” ...
Downlaod File
... both benchmarks during the second period dominated by recession is better than that during the first (booming) sub-period. This might imply that the performance of these funds is improving with time, as fund managers are gaining more experience and sense of the market. Another implication from this ...
... both benchmarks during the second period dominated by recession is better than that during the first (booming) sub-period. This might imply that the performance of these funds is improving with time, as fund managers are gaining more experience and sense of the market. Another implication from this ...
Net Inflows in December 2016
... The Azimut Group recorded total net inflows of € 722 million in December 2016, reaching a total of € 6.5 billion net inflows in the entire 2016. The figure in December benefited from ca. € 260 million of inflows by institutional investors into the Money Market fund in China, who typically tend to in ...
... The Azimut Group recorded total net inflows of € 722 million in December 2016, reaching a total of € 6.5 billion net inflows in the entire 2016. The figure in December benefited from ca. € 260 million of inflows by institutional investors into the Money Market fund in China, who typically tend to in ...
FL High Yield Distribution AL
... managed there may be periods when they have large cash holdings. This can be a deliberate asset allocation decision or while suitable investment opportunities are researched and selected. A fund’s growth potential may be less during this period. L - Reinsured Funds: Where a fund invests in an underl ...
... managed there may be periods when they have large cash holdings. This can be a deliberate asset allocation decision or while suitable investment opportunities are researched and selected. A fund’s growth potential may be less during this period. L - Reinsured Funds: Where a fund invests in an underl ...
Delphi - Mitsui Chemicals
... Mitsui Chemicals, Inc. (MCI) today announced development of a high refractive index liquid (“Delphi”) for next-generation immersion lithography1 in photolithographic processing2 for semiconductor fabrication. An evaluation by Semiconductor Leading Edge Technologies, Inc.3 (“Selete”) confirmed that D ...
... Mitsui Chemicals, Inc. (MCI) today announced development of a high refractive index liquid (“Delphi”) for next-generation immersion lithography1 in photolithographic processing2 for semiconductor fabrication. An evaluation by Semiconductor Leading Edge Technologies, Inc.3 (“Selete”) confirmed that D ...
Full Page with Layout Heading
... To the extent projections and financial analyses are set forth herein, they may be based on estimated financial performance prepared by or in consultation with the recipient and are intended only to suggest reasonable ranges of results. The printed presentation is incomplete without reference to the ...
... To the extent projections and financial analyses are set forth herein, they may be based on estimated financial performance prepared by or in consultation with the recipient and are intended only to suggest reasonable ranges of results. The printed presentation is incomplete without reference to the ...
Investment Policy Statement Employees
... In that context, since the growing capital market would result in a higher demand for funds from the private sector in the domestic market, the growth of both the equity and corporate debt markets would, in the medium to long term, provide new opportunities for investments of the Fund. In order to b ...
... In that context, since the growing capital market would result in a higher demand for funds from the private sector in the domestic market, the growth of both the equity and corporate debt markets would, in the medium to long term, provide new opportunities for investments of the Fund. In order to b ...
Everything old is new again
... our exposure to credit and equities in favour of cash and sovereign bonds. The result was a ...
... our exposure to credit and equities in favour of cash and sovereign bonds. The result was a ...
Exchange Fund Results for 2003
... The reported investment return of 10.2% is computed in US dollar terms in accordance with AIMR Global Investment Performance Standards. The difference between investment return as reported and simple return is attributable primarily to the difference between gross assets at year-end and average inve ...
... The reported investment return of 10.2% is computed in US dollar terms in accordance with AIMR Global Investment Performance Standards. The difference between investment return as reported and simple return is attributable primarily to the difference between gross assets at year-end and average inve ...
Blackstone Alternative Multi
... portfolio returns. The greater a portfolio’s Sharpe ratio, the better its risk-adjusted performance has been. Alpha: A risk-adjusted performance measure that represents the average return on a portfolio over and above that predicted by the capital asset pricing model (CAPM), given the portfolio’s be ...
... portfolio returns. The greater a portfolio’s Sharpe ratio, the better its risk-adjusted performance has been. Alpha: A risk-adjusted performance measure that represents the average return on a portfolio over and above that predicted by the capital asset pricing model (CAPM), given the portfolio’s be ...
Regime-Based Asset Allocation
... HFRI Fund of Funds Composite Index is an equally weighted performance index of fund of hedge funds selected by HFR. The index includes both onshore and offshore fund of funds, which invest across the spectrum of hedge fund strategies. There are no minimum asset sizes or operating history constraints ...
... HFRI Fund of Funds Composite Index is an equally weighted performance index of fund of hedge funds selected by HFR. The index includes both onshore and offshore fund of funds, which invest across the spectrum of hedge fund strategies. There are no minimum asset sizes or operating history constraints ...
Pooled Income Fund Application Instructions
... Pooled Income Fund The Sigma Chi Foundation has offered a Pooled Income Fund since 1977. The fund provides the opportunity for Sigma Chis to make an irrevocable gift to the Foundation and to be able to receive income on a quarterly basis generated by the overall investment performance of the fund. T ...
... Pooled Income Fund The Sigma Chi Foundation has offered a Pooled Income Fund since 1977. The fund provides the opportunity for Sigma Chis to make an irrevocable gift to the Foundation and to be able to receive income on a quarterly basis generated by the overall investment performance of the fund. T ...
Weekly-Update-10-28-16
... strongest reading in two years. However, economists are “walking” the number back with a 10% spike in soybean exports, which added 0.9% to the number and will be reversed next quarter. To quote a major economist, “The BEA does not actively measure farm inventory quarter-to-quarter; instead, they int ...
... strongest reading in two years. However, economists are “walking” the number back with a 10% spike in soybean exports, which added 0.9% to the number and will be reversed next quarter. To quote a major economist, “The BEA does not actively measure farm inventory quarter-to-quarter; instead, they int ...
1Q17 FT Preferred Securities and Income Fact
... You should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing. Contact First Trust Portfolios L.P. at 1-800-621-1675 or visit www.ftportfolios.com to obtain a prospectus or summary prospectus which contains this and other information about the Fund. ...
... You should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing. Contact First Trust Portfolios L.P. at 1-800-621-1675 or visit www.ftportfolios.com to obtain a prospectus or summary prospectus which contains this and other information about the Fund. ...
By-Md Noor Solaiman Jewel
... declined by 914 points or 6.8 per cent within 50 minutes of trading. It is estimated that three million people --- many of them small individual investors, have lost money because of the plunging share prices. The benchmark Index climbed 80 per cent in 2010, but had lost more than 27 per cent since ...
... declined by 914 points or 6.8 per cent within 50 minutes of trading. It is estimated that three million people --- many of them small individual investors, have lost money because of the plunging share prices. The benchmark Index climbed 80 per cent in 2010, but had lost more than 27 per cent since ...
Active Management: Andrew Slimmon Shares His
... such as an ETF or index fund. In that case, an investor owns shares in the fund but has no direct ownership of the underlying securities. Their account shows only one line item representing an interest in the fund. With a separate account, it’s different: The investor has direct ownership of individ ...
... such as an ETF or index fund. In that case, an investor owns shares in the fund but has no direct ownership of the underlying securities. Their account shows only one line item representing an interest in the fund. With a separate account, it’s different: The investor has direct ownership of individ ...
Investment Policy Beaufort County Open Land Trust (BCOLT
... Policy continue to be appropriate. The individually managed portfolios shall be monitored for return relative to objectives, for consistency of investment philosophy, and for investment risk (as measured by asset concentration, exposure to extreme economic conditions and market volatility). Individu ...
... Policy continue to be appropriate. The individually managed portfolios shall be monitored for return relative to objectives, for consistency of investment philosophy, and for investment risk (as measured by asset concentration, exposure to extreme economic conditions and market volatility). Individu ...
NBI Municipal Bond Plus Private Portfolio - Series
... • cancel your purchase within 48 hours after you receive confirmation of the purchase. In some provinces and territories, you also have the right to cancel a purchase, or in some jurisdictions, claim damages, if the simplified prospectus, annual information form, Fund Facts document or financial sta ...
... • cancel your purchase within 48 hours after you receive confirmation of the purchase. In some provinces and territories, you also have the right to cancel a purchase, or in some jurisdictions, claim damages, if the simplified prospectus, annual information form, Fund Facts document or financial sta ...