Oil Gold - CounterPoint Asset Management
... ETF (US exposure) as in our opinion there has been a loss of clear value there. This year has been all about the multiple expansion and given the rise in longer dated treasuries the tail wind from this area has dissipated. We expect earnings to end the year at $108 placing the month end value of the ...
... ETF (US exposure) as in our opinion there has been a loss of clear value there. This year has been all about the multiple expansion and given the rise in longer dated treasuries the tail wind from this area has dissipated. We expect earnings to end the year at $108 placing the month end value of the ...
EF projekt2_Layout 1 - Enterprise Funds Association
... Poland - “we need banks”. The message was echoed by Leszek Balcerowicz, the finance minister and architect of Poland’s ‘shock therapy’ which put the country on a growth path. Indeed Robert G. Faris advises starting with a small loans programme and progressing into a mortgage operation. “But you have ...
... Poland - “we need banks”. The message was echoed by Leszek Balcerowicz, the finance minister and architect of Poland’s ‘shock therapy’ which put the country on a growth path. Indeed Robert G. Faris advises starting with a small loans programme and progressing into a mortgage operation. “But you have ...
Identify the right investments
... is a real threat to your capital itself. If you are forced to sell your shares at a time when they are performing poorly, you could actually end up with less money than you started with. An Independent Financial Adviser can help establish what level of risk you should take with your investments. Di ...
... is a real threat to your capital itself. If you are forced to sell your shares at a time when they are performing poorly, you could actually end up with less money than you started with. An Independent Financial Adviser can help establish what level of risk you should take with your investments. Di ...
The Asset Management Industry and Retail Clients
... a regular basis regarding past performance, as well as to provide an outlook on the future evolution of the product. In Europe however, many fund managers unfortunately still consider fact sheets as a necessary evil rather than a perfect way of promoting their products. Nevertheless, there are some ...
... a regular basis regarding past performance, as well as to provide an outlook on the future evolution of the product. In Europe however, many fund managers unfortunately still consider fact sheets as a necessary evil rather than a perfect way of promoting their products. Nevertheless, there are some ...
Conventional Wisdom and the Impact of Market Volatility
... Point #2: Inventories Should Increase for Storable ...
... Point #2: Inventories Should Increase for Storable ...
To the Point: New rules may affect how entities classify and
... The SEC has said that, under normal circumstances, the adoption of a floating NAV alone will not preclude entities from classifying their investments in money market funds as cash equivalents because fluctuations in the amount of cash received upon redemption would likely be small3 and would be cons ...
... The SEC has said that, under normal circumstances, the adoption of a floating NAV alone will not preclude entities from classifying their investments in money market funds as cash equivalents because fluctuations in the amount of cash received upon redemption would likely be small3 and would be cons ...
Emerging Markets Extended Opportunities Fund
... country and cap-focused specialist managers. These managers may be subject to capacity constraints and might not be accessible to other investors. • Customisation – Russell invests in highlycustomised segregated mandates rather than off-the-shelf products. This enables us to take full advantage of ...
... country and cap-focused specialist managers. These managers may be subject to capacity constraints and might not be accessible to other investors. • Customisation – Russell invests in highlycustomised segregated mandates rather than off-the-shelf products. This enables us to take full advantage of ...
Investment Trusts Schroder Income Growth Fund plc
... Third party data is owned or licensed by the data provider and may not be reproduced or extracted and used for any other purpose without the data provider's consent. Third party data is provided without any warranties of any kind. The data provider and issuer of the document shall have no liability ...
... Third party data is owned or licensed by the data provider and may not be reproduced or extracted and used for any other purpose without the data provider's consent. Third party data is provided without any warranties of any kind. The data provider and issuer of the document shall have no liability ...
International Emerging Markets Separate Account
... Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or b ...
... Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or b ...
Real Estate
... books, comic books, sports memorabilia and other items that appeal to collectors and investors • 1. Collectibles offer collectors and investors both pleasure and the opportunity for profit • 2. Many collectors have been surprised to discover that items that they bought for their own enjoyment have i ...
... books, comic books, sports memorabilia and other items that appeal to collectors and investors • 1. Collectibles offer collectors and investors both pleasure and the opportunity for profit • 2. Many collectors have been surprised to discover that items that they bought for their own enjoyment have i ...
Dear Direxion Shareholder: We will soon be making changes to our
... We will soon be making changes to our money market fund offering that we wanted to share with you. The Direxion U.S. Government Money Market Fund (ticker DXMXX, CUSIP 254939747) will be closing to all purchases at the close of business on Monday August 4, 2014, and will be liquidated on or about Aug ...
... We will soon be making changes to our money market fund offering that we wanted to share with you. The Direxion U.S. Government Money Market Fund (ticker DXMXX, CUSIP 254939747) will be closing to all purchases at the close of business on Monday August 4, 2014, and will be liquidated on or about Aug ...
Guaranteed Capital Fund
... reinvested income. Figures are calculated for single premiums in the currency of the fund and are annualised for terms greater than a year. CPI Measures the increase in the price of the basket of goods an average family would buy over a specific time period ...
... reinvested income. Figures are calculated for single premiums in the currency of the fund and are annualised for terms greater than a year. CPI Measures the increase in the price of the basket of goods an average family would buy over a specific time period ...
PDF - Why "skin in the game" may mean "out of the index"
... The inadvertent result: companies that are led by owneroperators who have “skin in the game” are underweight in the index. This means an investor’s portfolio could be overweight in companies with cash-paid CEOs – those with ...
... The inadvertent result: companies that are led by owneroperators who have “skin in the game” are underweight in the index. This means an investor’s portfolio could be overweight in companies with cash-paid CEOs – those with ...
Earnings Index Methodology
... component in the Index at the annual reconstitution is based on the companies’ earnings stream during the last four fiscal quarters. To calculate the weighting factor – Earnings Stream – WisdomTree uses cumulative earnings generated over the prior four reported quarters, as of November 30th of each ...
... component in the Index at the annual reconstitution is based on the companies’ earnings stream during the last four fiscal quarters. To calculate the weighting factor – Earnings Stream – WisdomTree uses cumulative earnings generated over the prior four reported quarters, as of November 30th of each ...
Municipal Bond Fund Report
... drivers of valuations will be supply/demand trends, absolute yield levels, the shape of the yield curve, and credit fundamentals. In terms of our sector strategies, the hospital sector has performed well in 2017 but diligence is still required as the specifics of Affordable Care Act reforms may shap ...
... drivers of valuations will be supply/demand trends, absolute yield levels, the shape of the yield curve, and credit fundamentals. In terms of our sector strategies, the hospital sector has performed well in 2017 but diligence is still required as the specifics of Affordable Care Act reforms may shap ...
Growth potential of Canadian Stock Market
... but there is no guarantee of earning any return linked to the performance of underlying index. If the GIC has a Maximum Rate of Return for the Term, the rate of return for the term payable, if any, is the return on the Reference Portfolio, but will not be less than zero or more than the Maximum Rate ...
... but there is no guarantee of earning any return linked to the performance of underlying index. If the GIC has a Maximum Rate of Return for the Term, the rate of return for the term payable, if any, is the return on the Reference Portfolio, but will not be less than zero or more than the Maximum Rate ...
Quarterly Newsletter - March 1999 : Pinney and Scofield : http://www
... We would like to use this letter to make a distinction between performance management and diversification management. We believe that diversification management is the safest and most reliable way to achieve a longterm acceptable rate of return on an investment portfolio. A diversified portfolio wil ...
... We would like to use this letter to make a distinction between performance management and diversification management. We believe that diversification management is the safest and most reliable way to achieve a longterm acceptable rate of return on an investment portfolio. A diversified portfolio wil ...
Fund Account System (GASB Statement 54) 7215
... 1. Deficiency resulting in a minimum fund balance between 12.5% and 15% shall be replenished over a period not to exceed one (1) year; 2. Deficiency resulting in a minimum fund balance between 0% and 12.5% shall be replenished over a period not to exceed three (3) years. Surplus fund balance: Should ...
... 1. Deficiency resulting in a minimum fund balance between 12.5% and 15% shall be replenished over a period not to exceed one (1) year; 2. Deficiency resulting in a minimum fund balance between 0% and 12.5% shall be replenished over a period not to exceed three (3) years. Surplus fund balance: Should ...
ALLAN GRAY BALANCED FUND
... Fund manager quarterly commentary as at 30 June 2017 Investor sentiment towards emerging markets remains weak. This has left emerging markets at a valuation discount to developed markets. The MSCI Emerging Market Index trades at a discount of over 30% to the MSCI World Index – an index dominated by ...
... Fund manager quarterly commentary as at 30 June 2017 Investor sentiment towards emerging markets remains weak. This has left emerging markets at a valuation discount to developed markets. The MSCI Emerging Market Index trades at a discount of over 30% to the MSCI World Index – an index dominated by ...
Investment Newsletters
... weakness should put some upward pressure on domestic consumer prices, but the impact has been generally muted (taking into account that the rand has been weakening against the dollar since 2011, not just over the past two weeks). It will generally depend on how willing firms are to pass on higher in ...
... weakness should put some upward pressure on domestic consumer prices, but the impact has been generally muted (taking into account that the rand has been weakening against the dollar since 2011, not just over the past two weeks). It will generally depend on how willing firms are to pass on higher in ...
Fiscal Policy - The Town of Round Hill
... 2. The Town shall maintain two separate funds, a General Fund and a Utility Fund. Transfers between the funds shall only be for the purpose of refunding of direct expenses by one fund on behalf of the other. 3. The Town shall prepare and adopt a five-year Capital Improvement Plan (CIP) for each fund ...
... 2. The Town shall maintain two separate funds, a General Fund and a Utility Fund. Transfers between the funds shall only be for the purpose of refunding of direct expenses by one fund on behalf of the other. 3. The Town shall prepare and adopt a five-year Capital Improvement Plan (CIP) for each fund ...
Opening Statement - Department of Finance ( 4 June 2014)
... damage both the funds industry and European markets generally. Indeed the European Systemic Risk Board acknowledged this in its report on the regulation of Money Market Funds. It said, in relation to the possible imposition of more onerous conditions on CNAV funds that: “…there could be a sudden out ...
... damage both the funds industry and European markets generally. Indeed the European Systemic Risk Board acknowledged this in its report on the regulation of Money Market Funds. It said, in relation to the possible imposition of more onerous conditions on CNAV funds that: “…there could be a sudden out ...
Glossary - Salvus Master Trust
... most risky type of investment as their value tends to go up and down more than other investment types, in some cases quite dramatically. However, shares are widely considered to offer the greatest potential for returns. Due to the potential for significant gains or losses in value, shares are better ...
... most risky type of investment as their value tends to go up and down more than other investment types, in some cases quite dramatically. However, shares are widely considered to offer the greatest potential for returns. Due to the potential for significant gains or losses in value, shares are better ...
Investment Philosophy Investment Process Idea Generation
... corporate governance and SRI criteria are also screened. We are unencumbered by bureaucracy and can move quickly once our due diligence is completed. This process relies heavily on the ability and experience of our analysts. We have a fundamental approach towards analysing an investment. Our templat ...
... corporate governance and SRI criteria are also screened. We are unencumbered by bureaucracy and can move quickly once our due diligence is completed. This process relies heavily on the ability and experience of our analysts. We have a fundamental approach towards analysing an investment. Our templat ...