DREYFUS INTERNATIONAL VALUE FUND
... or that derive a significant portion of their revenue or profits from businesses, investments or sales, outside the United States. The Fund typically invests in companies in at least ten foreign countries, and limits its investments in any single company to no more than 5% of its assets at the time ...
... or that derive a significant portion of their revenue or profits from businesses, investments or sales, outside the United States. The Fund typically invests in companies in at least ten foreign countries, and limits its investments in any single company to no more than 5% of its assets at the time ...
RBC Funds (Lux) - RBC Global Asset Management
... We are pleased to provide you with this annual report for RBC Funds (Lux) (the “Fund”) for the year ended October 31, 2016. The Fund The Fund is an open-ended investment company with variable capital. The Fund has multiple Sub-Funds, each of which has its own investment policy and restrictions. Duri ...
... We are pleased to provide you with this annual report for RBC Funds (Lux) (the “Fund”) for the year ended October 31, 2016. The Fund The Fund is an open-ended investment company with variable capital. The Fund has multiple Sub-Funds, each of which has its own investment policy and restrictions. Duri ...
Proposed Rule: Money Market Fund Reform
... All submissions should refer to File Number S7-03-13. This file number should be included on the subject line if e-mail is used. To help us process and review your comments more efficiently, please use only one method. The Commission will post all comments on the Commission’s Internet website (http: ...
... All submissions should refer to File Number S7-03-13. This file number should be included on the subject line if e-mail is used. To help us process and review your comments more efficiently, please use only one method. The Commission will post all comments on the Commission’s Internet website (http: ...
Fidelity Retirement Master Trust
... and the de-risking in respect of the remaining accrued benefits invested in the DIS will only take place on the next Dealing Day after completion of such switching instruction. However, if a switching instruction is received by the Trustee after the abovementioned dealing cut-off time and before the ...
... and the de-risking in respect of the remaining accrued benefits invested in the DIS will only take place on the next Dealing Day after completion of such switching instruction. However, if a switching instruction is received by the Trustee after the abovementioned dealing cut-off time and before the ...
Liquidity Squeeze, Abundant Funding and Macroeconomic Volatility
... 2 To be sure, many assets that banks held on their balance sheet before the crisis -such as asset or mortgage backed securitieswere considered at that time as liquid assets. However, when the crisis happened, these assets quickly became very illiquid. This is why we focus in the definition of liquid ...
... 2 To be sure, many assets that banks held on their balance sheet before the crisis -such as asset or mortgage backed securitieswere considered at that time as liquid assets. However, when the crisis happened, these assets quickly became very illiquid. This is why we focus in the definition of liquid ...
Hedge Funds and Systemic Risk
... funds from large institutions and wealthy investors but not from the general public. As a result, they face fewer restrictions than funds that are marketed to the general public, such as mutual funds. Unlike mutual funds, hedge funds can use leverage without limit, can engage in short sales,1 can im ...
... funds from large institutions and wealthy investors but not from the general public. As a result, they face fewer restrictions than funds that are marketed to the general public, such as mutual funds. Unlike mutual funds, hedge funds can use leverage without limit, can engage in short sales,1 can im ...
Limitations of a Mutual Fund
... AMC’s Board of Directors must have at least 50% of Directors who are independent directors. The AMC has to be approved by SEBI. The AMC functions under the supervision of it’s Board of Directors, and also under the direction of the Trustees and SEBI. It is the AMC, which in the name of the Trust, fl ...
... AMC’s Board of Directors must have at least 50% of Directors who are independent directors. The AMC has to be approved by SEBI. The AMC functions under the supervision of it’s Board of Directors, and also under the direction of the Trustees and SEBI. It is the AMC, which in the name of the Trust, fl ...
Scottish Widows Life Funds Investor`s Guide
... Aviva Investors is a global asset manager focussed on delivering specific investor outcomes. They start by really listening to their clients, to understand their investment aspirations and concerns. Knowing what’s important to their clients enables them to provide strategies and funds that focus on ...
... Aviva Investors is a global asset manager focussed on delivering specific investor outcomes. They start by really listening to their clients, to understand their investment aspirations and concerns. Knowing what’s important to their clients enables them to provide strategies and funds that focus on ...
Beyond their Borders Evolution of foreign investment by
... way to gain foreign exposure. Setting up partnerships with asset managers that have expertise in particular foreign markets is another approach. Finally, investing in foreign funds is a common method for investing abroad. Investment funds are, in fact, one of the most convenient vehicles for gaining ...
... way to gain foreign exposure. Setting up partnerships with asset managers that have expertise in particular foreign markets is another approach. Finally, investing in foreign funds is a common method for investing abroad. Investment funds are, in fact, one of the most convenient vehicles for gaining ...
An Overview of Fee Structures in Real Estate Funds and Their
... strategies to be implemented. For example, the complexities and, therefore, the costs to manage a portfolio of industrial properties – leased on a long-term, triple-net basis to credit tenants – differ from the costs to manage the turnaround of a portfolio of under-performing hotel properties. Howev ...
... strategies to be implemented. For example, the complexities and, therefore, the costs to manage a portfolio of industrial properties – leased on a long-term, triple-net basis to credit tenants – differ from the costs to manage the turnaround of a portfolio of under-performing hotel properties. Howev ...
Guide to Sound Practices for Hedge Fund Administrators
... There has been an increased development of new financial instruments, more complex fund structures and a shift in the source of assets away from private investors and toward institutional investors, including pension funds. Increasingly, hedge fund investors seek weekly and daily net asset value (“N ...
... There has been an increased development of new financial instruments, more complex fund structures and a shift in the source of assets away from private investors and toward institutional investors, including pension funds. Increasingly, hedge fund investors seek weekly and daily net asset value (“N ...
Tilburg University Corporate Donations and Shareholder Value
... political donations, but can also dissect total charitable donations on the basis of the type of payment: cash and in-kind donations. An important mechanism for distributing donations is the corporate foundation/trust; a good third of corporate donations are made via a corporate foundation (CECP, 20 ...
... political donations, but can also dissect total charitable donations on the basis of the type of payment: cash and in-kind donations. An important mechanism for distributing donations is the corporate foundation/trust; a good third of corporate donations are made via a corporate foundation (CECP, 20 ...
Competition, Reach for Yield, and Money Market Funds
... in their portfolios by 3.8 percentage points, while funds with default costs always below the median increase it by 3.1 percentage points. On the other hand, after a decrease of 1% in the 1-month T-bill rate, all funds decrease their net risky investment by an amount between 21 and 26 percentage poi ...
... in their portfolios by 3.8 percentage points, while funds with default costs always below the median increase it by 3.1 percentage points. On the other hand, after a decrease of 1% in the 1-month T-bill rate, all funds decrease their net risky investment by an amount between 21 and 26 percentage poi ...
CSA Mutual Fund Risk Classification Methodology for Use in Fund
... An earlier version of the Methodology was published on December 12, 2013 by the CSA in CSA Notice 81-324 and Request for Comment Proposed CSA Mutual Fund Risk Classification Methodology for Use in Fund Facts (the 2013 Proposal). The 2013 Proposal was developed in response to stakeholder feedback tha ...
... An earlier version of the Methodology was published on December 12, 2013 by the CSA in CSA Notice 81-324 and Request for Comment Proposed CSA Mutual Fund Risk Classification Methodology for Use in Fund Facts (the 2013 Proposal). The 2013 Proposal was developed in response to stakeholder feedback tha ...
Are Pension Funds too Important to Fail?
... last resort to restore the funding ratio. This raises a lot of questions, such as what will happen if a large number of pension funds can no longer pay their liabilities in full and “fail” (defaulting on its commitments)? To address this issue proactively, the government installed the Goudswaard Com ...
... last resort to restore the funding ratio. This raises a lot of questions, such as what will happen if a large number of pension funds can no longer pay their liabilities in full and “fail” (defaulting on its commitments)? To address this issue proactively, the government installed the Goudswaard Com ...
THE IMPACT OF MINIMUM INVESTMENT BARRIERS ON SHORT END OF PERFORMANCE?
... investment level becomes a very important one. In particular as it relates to retail investors who are less likely to possess the monetary flexibility required to access funds with higher minimum investment barriers and less likely to possess well-diversified portfolios of hedge funds. If lower mini ...
... investment level becomes a very important one. In particular as it relates to retail investors who are less likely to possess the monetary flexibility required to access funds with higher minimum investment barriers and less likely to possess well-diversified portfolios of hedge funds. If lower mini ...
The Role of Organizational Structure
... hazard control. Therefore, the choice of the degree of hierarchy and specialty can be explained in terms of the characteristics of the financial family the fund belongs to. This lets us identify the exogenous determinants of hierarchy and specialty. We then relate hierarchy and specialty to proximit ...
... hazard control. Therefore, the choice of the degree of hierarchy and specialty can be explained in terms of the characteristics of the financial family the fund belongs to. This lets us identify the exogenous determinants of hierarchy and specialty. We then relate hierarchy and specialty to proximit ...
reinventing venture capital towards a new economic
... This report starts from the premise that the UK faces a ‘triple challenge’"—"an unenviable combination of pressing economic, environmental and social difficulties which policy makers have no option but to respond to over the years to come. Economically, Britain will only secure a sustainable recover ...
... This report starts from the premise that the UK faces a ‘triple challenge’"—"an unenviable combination of pressing economic, environmental and social difficulties which policy makers have no option but to respond to over the years to come. Economically, Britain will only secure a sustainable recover ...
Individual Investor Mutual Fund Flows
... sell and past fund performance, although tax considerations matter only in taxable accounts. On the other hand, psychological considerations seem to play an important role in individuals’ trading decisions. For example, the disposition effect—the propensity to cash in gains and aversion to realize l ...
... sell and past fund performance, although tax considerations matter only in taxable accounts. On the other hand, psychological considerations seem to play an important role in individuals’ trading decisions. For example, the disposition effect—the propensity to cash in gains and aversion to realize l ...
Drivers for Growth Through 2020
... The data reported in this document reflect solely the views reported to Greenwich Associates by the research participants. Interviewees may be asked about their use of and demand for financial products and services and about investment practices in relevant financial markets. Greenwich Associates co ...
... The data reported in this document reflect solely the views reported to Greenwich Associates by the research participants. Interviewees may be asked about their use of and demand for financial products and services and about investment practices in relevant financial markets. Greenwich Associates co ...
Two Essays on Managerial Behaviors in the Mutual Fund Industry
... Because the SEC allows managers to file their reports with 60-day delay, a large number of mutual funds postpone their portfolio disclosure. Poorly performing managers could benefit from window-dressing with delayed reports. If a poorly performing manager window-dresses and fund performance improve ...
... Because the SEC allows managers to file their reports with 60-day delay, a large number of mutual funds postpone their portfolio disclosure. Poorly performing managers could benefit from window-dressing with delayed reports. If a poorly performing manager window-dresses and fund performance improve ...
Analyst Recommendations, Mutual Fund Herding, and
... irrationality, such as Jegadeesh and Titman (1993), who find evidence of investor underreaction, and DeBondt and Thaler (1985), who find evidence of overreaction. However, the literature provides little evidence on which investors exhibit such patterns of irrational trading—simply put, which investo ...
... irrationality, such as Jegadeesh and Titman (1993), who find evidence of investor underreaction, and DeBondt and Thaler (1985), who find evidence of overreaction. However, the literature provides little evidence on which investors exhibit such patterns of irrational trading—simply put, which investo ...
prospectus
... The Fund pays transaction costs, including commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares of the Fund are held in a taxable account. These costs, which a ...
... The Fund pays transaction costs, including commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares of the Fund are held in a taxable account. These costs, which a ...
Hedge Fund Activism April Klein, Stern School of Business, New
... several years, with investments in hedge funds topping $1 trillion in 2006 and the number of hedge funds increasing from approximately 5,000 in 2002 to 8,000 in 2005 (Fraidin, 2006). With the proliferation of these funds, there has also been an increase in hedge fund activism by the funds’ managers ...
... several years, with investments in hedge funds topping $1 trillion in 2006 and the number of hedge funds increasing from approximately 5,000 in 2002 to 8,000 in 2005 (Fraidin, 2006). With the proliferation of these funds, there has also been an increase in hedge fund activism by the funds’ managers ...
Fundraising
Fundraising or fund raising (also known as ""development"") is the process of gathering voluntary contributions of money or other resources, by requesting donations from individuals, businesses, charitable foundations, or governmental agencies (see also crowd funding). Although fundraising typically refers to efforts to gather money for non-profit organizations, it is sometimes used to refer to the identification and solicitation of investors or other sources of capital for for-profit enterprises. Traditionally, fundraising consisted mostly of asking for donations on the street or at people's doors, and this is experiencing very strong growth in the form of face-to-face fundraising, but new forms of fundraising such as online fundraising have emerged in recent years, though these are often based on older methods such as grassroots fundraising.