CLTL - PowerShares Treasury Collateral Portfolio fund in
... The Fund is non-diversified and may experience greater volatility than a more diversified investment. Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a deriva ...
... The Fund is non-diversified and may experience greater volatility than a more diversified investment. Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a deriva ...
Convertibles During High Inflation
... Convertible bonds are interest-paying securities, similar to corporate bonds, in which investors have the option to turn the bonds into a predetermined number of shares. The hybrid nature of the securities offers investors the principal protection and income characteristics of bonds with the opport ...
... Convertible bonds are interest-paying securities, similar to corporate bonds, in which investors have the option to turn the bonds into a predetermined number of shares. The hybrid nature of the securities offers investors the principal protection and income characteristics of bonds with the opport ...
Learning Objectives for MANA 7397 Quiz 3
... 9. Be able to describe and apply paradigms, anomalies, normal science, and scientific revolutions and to summarize their roles in scientific progress. 10. Be able to compare and contrast rationalist and behavioralist paradigms using relevant criteria (e.g., preferred language, level of analysis, etc ...
... 9. Be able to describe and apply paradigms, anomalies, normal science, and scientific revolutions and to summarize their roles in scientific progress. 10. Be able to compare and contrast rationalist and behavioralist paradigms using relevant criteria (e.g., preferred language, level of analysis, etc ...
Key Information Document
... NOVACAP Asset Management S.A. may be held liable solely on the basis of any statement contained in this document that is misleading, inaccurate or inconsistent with the relevant parts of the prospectus for the fund. ADCB SICAV is an umbrella fund offering several sub-funds whose assets and liabiliti ...
... NOVACAP Asset Management S.A. may be held liable solely on the basis of any statement contained in this document that is misleading, inaccurate or inconsistent with the relevant parts of the prospectus for the fund. ADCB SICAV is an umbrella fund offering several sub-funds whose assets and liabiliti ...
Lyxor Green Bond (DR) UCITS ETF
... This factsheet is for professional clients only. This document is of a commercial nature and not of a regulatory nature. It is each investor's responsibility to ascertain that it is authorised to subscribe, or invest into this product. Prior to investing in the product, investors should seek indepen ...
... This factsheet is for professional clients only. This document is of a commercial nature and not of a regulatory nature. It is each investor's responsibility to ascertain that it is authorised to subscribe, or invest into this product. Prior to investing in the product, investors should seek indepen ...
TISHMAN SPEYER FUNDS RECEIVE GRESB GREEN STAR
... GRESB is an industry-driven organization that is committed to assessing the sustainability performance of real estate portfolios (public, private and direct) around the globe. It is sponsored by a group of institutional investors who aim to improve the sustainability performance and transparency of ...
... GRESB is an industry-driven organization that is committed to assessing the sustainability performance of real estate portfolios (public, private and direct) around the globe. It is sponsored by a group of institutional investors who aim to improve the sustainability performance and transparency of ...
Blue Chip Fund Changes Name to Focus Growth Fund
... The principal risks of investing in the Calamos Focus Growth Fund include: equity securities risk, growth stock risk, value stock risk, foreign securities risk and portfolio selection risk. As a result of political or economic instability in foreign countries, there can be special risks associated w ...
... The principal risks of investing in the Calamos Focus Growth Fund include: equity securities risk, growth stock risk, value stock risk, foreign securities risk and portfolio selection risk. As a result of political or economic instability in foreign countries, there can be special risks associated w ...
Ohio Deferred Compensation Investment Performance Report—As
... performance cannot guarantee future results. Current investment results may be lower or higher than quoted in this report. The principal value and investment return of an investment will fluctuate so that an investor's units/shares, when redeemed, may be worth more or less than their original cost. ...
... performance cannot guarantee future results. Current investment results may be lower or higher than quoted in this report. The principal value and investment return of an investment will fluctuate so that an investor's units/shares, when redeemed, may be worth more or less than their original cost. ...
WF/BlackRock US Aggregate Bond Index CIT
... The WF/BlackRock U.S. Aggregate Bond Index CIT (the "Fund") invests in an underlying collective investment fund (the "Master Fund") that is managed by BlackRock Institutional Trust Company, N.A., which in turn invests in the securities mentioned in this fact sheet, or invests in another collective f ...
... The WF/BlackRock U.S. Aggregate Bond Index CIT (the "Fund") invests in an underlying collective investment fund (the "Master Fund") that is managed by BlackRock Institutional Trust Company, N.A., which in turn invests in the securities mentioned in this fact sheet, or invests in another collective f ...
18 November - MoneyLetter
... After a strong rebound in October, the S&P 500 had trimmed 2.8% since Fed Chair Janet Yellen said a rate hike was a “live possibility” on November 4th. The threat of tighter monetary policy, coupled with slowing in China and a continuing decline in commodities prices, kept pressure on domestic stock ...
... After a strong rebound in October, the S&P 500 had trimmed 2.8% since Fed Chair Janet Yellen said a rate hike was a “live possibility” on November 4th. The threat of tighter monetary policy, coupled with slowing in China and a continuing decline in commodities prices, kept pressure on domestic stock ...
Click to download DGHM ACV FEBRUARY 2011
... AT&T INC COM ALEXANDRIA REAL ESTATE EQ INC COM FRANKLIN RES INC COM STRYKER CORP COM VIACOM INC NEW CL B EXPRESS SCRIPTS INC COM SUNTRUST BKS INC COM ...
... AT&T INC COM ALEXANDRIA REAL ESTATE EQ INC COM FRANKLIN RES INC COM STRYKER CORP COM VIACOM INC NEW CL B EXPRESS SCRIPTS INC COM SUNTRUST BKS INC COM ...
Seven Out of Seven Times, Emerging Market
... potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and port ...
... potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and port ...
Delaware Investments Global Value Fund - fund
... The MSCI World Index (net) is a free float-adjusted market capitalisation weighted index designed to measure equity market performance across developed markets world-wide. Index “net” return approximates the minimum possible dividend reinvestment, after deduction of withholding tax at the highest po ...
... The MSCI World Index (net) is a free float-adjusted market capitalisation weighted index designed to measure equity market performance across developed markets world-wide. Index “net” return approximates the minimum possible dividend reinvestment, after deduction of withholding tax at the highest po ...
April 17, 2017 - Portfolio Advisory Council
... purchase or sell any investment or insurance product or service, and should not be relied upon as such. All market indices discussed are unmanaged and are not illustrative of any particular investment. Indices do not incur management fees, costs and expenses, and cannot be invested into directly. Al ...
... purchase or sell any investment or insurance product or service, and should not be relied upon as such. All market indices discussed are unmanaged and are not illustrative of any particular investment. Indices do not incur management fees, costs and expenses, and cannot be invested into directly. Al ...
Another Year, Another Stock Market Increase
... In 2014, US markets were strong but the International markets were not. These economies suffered from slow growth that restricted stock increases, with the exception of Japan. Its Central Bank, similar to our Federal Reserve Bank, continued its dramatic monetary support and the Japanese market has n ...
... In 2014, US markets were strong but the International markets were not. These economies suffered from slow growth that restricted stock increases, with the exception of Japan. Its Central Bank, similar to our Federal Reserve Bank, continued its dramatic monetary support and the Japanese market has n ...
- Partners in Financial Planning
... This interest rate watch has created a peculiar dynamic where up is down and down is up in terms of how traders and stock market gamblers look at the future. The generally positive economic news is greeted with dismay (The Fed will notice and start raising rates sooner rather than later! Boo!) and a ...
... This interest rate watch has created a peculiar dynamic where up is down and down is up in terms of how traders and stock market gamblers look at the future. The generally positive economic news is greeted with dismay (The Fed will notice and start raising rates sooner rather than later! Boo!) and a ...
Good demand for Link REIT boosted market sentiment
... the last twelve months. Mild U.S. inflation figures and greater than expected decline of housing starts also alleviated investors’ concern for aggressive rate hike by the US Fed. The HSI finished up 142.72 points, or 1.0% w-o-w, to close 14,883.32. Average daily turnover was HK$17.72 billion as comp ...
... the last twelve months. Mild U.S. inflation figures and greater than expected decline of housing starts also alleviated investors’ concern for aggressive rate hike by the US Fed. The HSI finished up 142.72 points, or 1.0% w-o-w, to close 14,883.32. Average daily turnover was HK$17.72 billion as comp ...
Why Equity Funds? - Federated Investors
... Source: Ned Davis Research, Inc. Based on yearly rolling returns of the S&P 500 Index from 12/31/26–12/31/16. Past performance is no guarantee of future results. This is for illustrative purposes only and is not representative of performance for any particular investment. This is for a selected time ...
... Source: Ned Davis Research, Inc. Based on yearly rolling returns of the S&P 500 Index from 12/31/26–12/31/16. Past performance is no guarantee of future results. This is for illustrative purposes only and is not representative of performance for any particular investment. This is for a selected time ...
Product Profile
... The AMG FQ Tax-Managed U.S. Equity Fund seeks to achieve superior long-term returns for investors by investing in a diversified portfolio of U.S. equity securities that reflects the characteristics of the Russell 3000® Index in terms of industry, earnings growth, valuation and other similar factors. ...
... The AMG FQ Tax-Managed U.S. Equity Fund seeks to achieve superior long-term returns for investors by investing in a diversified portfolio of U.S. equity securities that reflects the characteristics of the Russell 3000® Index in terms of industry, earnings growth, valuation and other similar factors. ...
Opportunities for Individual Investors Green Century Funds: First
... Total expense ratio: 1.48%. Please see Disclosure section for important Index information. The performance data quoted represents past performance, and past performance is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's s ...
... Total expense ratio: 1.48%. Please see Disclosure section for important Index information. The performance data quoted represents past performance, and past performance is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's s ...
Baltijas ieguldījumu fondu tirgus analīze
... 30 Baltic local domiciled equity funds; risk free rate – interest rate on Germany’s government 10 years bonds; benchmark portfolios – OMX Baltic Benchmark General Index (OMXBBGI) and MSCI Emerging Markets Eastern Europe Standard (MSCI EMEE) ...
... 30 Baltic local domiciled equity funds; risk free rate – interest rate on Germany’s government 10 years bonds; benchmark portfolios – OMX Baltic Benchmark General Index (OMXBBGI) and MSCI Emerging Markets Eastern Europe Standard (MSCI EMEE) ...
Aberdeen Global – Select Euro High Yield Bond Fund
... Aberdeen Global is a Luxembourg-domiciled UCITS fund, incorporated as a Société Anonyme and organized as a Société d’Invetissement á Capital Variable (a “SICAV”). The information contained in this marketing document is intended to be of general interest only and should not be considered as an offer, ...
... Aberdeen Global is a Luxembourg-domiciled UCITS fund, incorporated as a Société Anonyme and organized as a Société d’Invetissement á Capital Variable (a “SICAV”). The information contained in this marketing document is intended to be of general interest only and should not be considered as an offer, ...
Morgan Stanley Newsletter
... Invesco PowerShares strategist Taylor Ames shares the recipe for creating ETFs that aim to reduce unpredictability in an investor’s portfolio As a senior equity product strategist at Invesco PowerShares, Taylor Ames helps to cover PowerShares’ low-volatility ETF lineup. Over the past three years, mo ...
... Invesco PowerShares strategist Taylor Ames shares the recipe for creating ETFs that aim to reduce unpredictability in an investor’s portfolio As a senior equity product strategist at Invesco PowerShares, Taylor Ames helps to cover PowerShares’ low-volatility ETF lineup. Over the past three years, mo ...
Focused Dynamic Growth - American Century Investments
... Investment return and principal value will fluctuate, and it is possible to lose money by investing. Because this fund may, at times, concentrate its investments in a specific area, during such times it may be subject to greater risks and market fluctuations than when the portfolio represents a broa ...
... Investment return and principal value will fluctuate, and it is possible to lose money by investing. Because this fund may, at times, concentrate its investments in a specific area, during such times it may be subject to greater risks and market fluctuations than when the portfolio represents a broa ...
BGF European Value Fund
... • Access to the investment opportunity of European economic recovery: value oriented fund investing in all cap Pan-European equities. Investors benefit from returns of European value stock benefited from European economic recovery. • Never follow the benchmark: active portfolio management with funda ...
... • Access to the investment opportunity of European economic recovery: value oriented fund investing in all cap Pan-European equities. Investors benefit from returns of European value stock benefited from European economic recovery. • Never follow the benchmark: active portfolio management with funda ...