EU Referendum – Status Quo or a Leap of Faith On June 23rd 2016
... not be relied upon by any other persons. Any research is for information only, does not constitute financial advice or necessarily reflect the views of the author and is subject to change. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whe ...
... not be relied upon by any other persons. Any research is for information only, does not constitute financial advice or necessarily reflect the views of the author and is subject to change. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whe ...
(wealth accumulator established).
... Confidence of knowing a plan is in place to achieve their goals. As a result of the strategies in place, Peter and Lauren are well on track towards retiring at age fifty five. They have the comfort of knowing that they are actively working towards their long term goal and that they have a plan in pl ...
... Confidence of knowing a plan is in place to achieve their goals. As a result of the strategies in place, Peter and Lauren are well on track towards retiring at age fifty five. They have the comfort of knowing that they are actively working towards their long term goal and that they have a plan in pl ...
mou 2014-15 negotiation meeting
... Indian Renewable Energy Fund ( 1 Billion US$) : To raise funds to invest in Renewable Energy Projects and associated value chain including equity (Proposed) ...
... Indian Renewable Energy Fund ( 1 Billion US$) : To raise funds to invest in Renewable Energy Projects and associated value chain including equity (Proposed) ...
closed-end fund “at the market” equity shelf offerings
... Offering in a timely manner in assets with a yield at least equal to that of the current portfolio, the fund’s earnings per share may decrease. ...
... Offering in a timely manner in assets with a yield at least equal to that of the current portfolio, the fund’s earnings per share may decrease. ...
North Carolina Large Cap Value Fund
... the group trust, including the deduction of an investment management fee of 0.38% and an operating fee of approximately 0.04% (inclusive of an administrative fee of 2.5bp and custodial fees). The plan charges a separate $31 annual recordkeeping and communications fee that is not reflected in perform ...
... the group trust, including the deduction of an investment management fee of 0.38% and an operating fee of approximately 0.04% (inclusive of an administrative fee of 2.5bp and custodial fees). The plan charges a separate $31 annual recordkeeping and communications fee that is not reflected in perform ...
Emerging Markets Equity Corporate Class
... the United Financial division of CI Private Counsel LP. The success of both United Financial solutions and Assante is closely linked to our professional advisors and the strong partnership we have developed with them to create wealth and prosperity for Canadian families who entrust us with their aff ...
... the United Financial division of CI Private Counsel LP. The success of both United Financial solutions and Assante is closely linked to our professional advisors and the strong partnership we have developed with them to create wealth and prosperity for Canadian families who entrust us with their aff ...
April 2015 Factsheet - Electric and General Investment Fund
... Electric & General Investment Fund: As at 30.04.15 International / Equity Growth Investment Manager’s Commentary (1st April 2015 to 30th April 2015) Equities made further progress in a month which saw a number of record highs pared back by mixed economic data. Performance in the US in particular was ...
... Electric & General Investment Fund: As at 30.04.15 International / Equity Growth Investment Manager’s Commentary (1st April 2015 to 30th April 2015) Equities made further progress in a month which saw a number of record highs pared back by mixed economic data. Performance in the US in particular was ...
STRATUS PROPERTIES INC (Form: DFAN14A
... about the cost of fighting off a dissident shareholder. Just another week in the battle between corporate America and activist hedge funds, you might think. Except these are not cases where a hedge fund run by titans such as Bill Ackman or Daniel Loeb is taking on a company they believe is mismanage ...
... about the cost of fighting off a dissident shareholder. Just another week in the battle between corporate America and activist hedge funds, you might think. Except these are not cases where a hedge fund run by titans such as Bill Ackman or Daniel Loeb is taking on a company they believe is mismanage ...
Seeking £335,000 EIS development funding (fully SEIS funded)
... The information in this advertisement is believed to be correct at the date of publication, but cannot be guaranteed and is subject to change without warning. Past performance is not necessarily indicative of future performance of an investment. Forecast figures are not a reliable indicator of futur ...
... The information in this advertisement is believed to be correct at the date of publication, but cannot be guaranteed and is subject to change without warning. Past performance is not necessarily indicative of future performance of an investment. Forecast figures are not a reliable indicator of futur ...
Rosenthal, Krueger, Ortiz Call For Fossil Fuel
... are hopeful the city’s study will provide meaningful information, such as how pension performance would be affected by divestment, the impact of investment in fossil fuel-free indexes, and how current investment strategies are taking into account risks associated with long-term devaluation of fossil ...
... are hopeful the city’s study will provide meaningful information, such as how pension performance would be affected by divestment, the impact of investment in fossil fuel-free indexes, and how current investment strategies are taking into account risks associated with long-term devaluation of fossil ...
All-Cap Value Portfolio - Iron Gate Global Advisors
... capital gains and the reinvestment of dividends and coupon income. The returns have been adjusted to include the cost of transactions (commissions and other expenses on the purchases and sales of securities) and, when applicable, the investment advisory fee. Information herein has been obtained from ...
... capital gains and the reinvestment of dividends and coupon income. The returns have been adjusted to include the cost of transactions (commissions and other expenses on the purchases and sales of securities) and, when applicable, the investment advisory fee. Information herein has been obtained from ...
Four Myths in the Active/Passive Debate
... Mutual f unds represent only 24% of the ownership of U.S. equities and, despite the assetgathering binge in the last f ew years, ETFs still represent only about 5% of the market (see Chart 2). This means mutual f unds can trade with many other types of active investors. Households, f or example, ...
... Mutual f unds represent only 24% of the ownership of U.S. equities and, despite the assetgathering binge in the last f ew years, ETFs still represent only about 5% of the market (see Chart 2). This means mutual f unds can trade with many other types of active investors. Households, f or example, ...
JBWere SMA Growth Portfolio
... Quality research is at the core of JBWere’s business. The JBWere Investment Strategy Group (ISG)undertakes in-house research across a diversified suite of asset classes including Australian equities, international equities, Australian and international fixed income, cash and alternative investments. ...
... Quality research is at the core of JBWere’s business. The JBWere Investment Strategy Group (ISG)undertakes in-house research across a diversified suite of asset classes including Australian equities, international equities, Australian and international fixed income, cash and alternative investments. ...
Investing in shares - Australian Executor Trustees
... The price of any particular share can fall unexpectedly and dramatically without much or any notice, however, the practice of diversification can lessen this risk. So if one does fail, the value of your overall portfolio should only be affected slightly. For more information please refer to the rele ...
... The price of any particular share can fall unexpectedly and dramatically without much or any notice, however, the practice of diversification can lessen this risk. So if one does fail, the value of your overall portfolio should only be affected slightly. For more information please refer to the rele ...
150528 ISDS CAMs final
... (xiv) to ensure the applicability of international agreements, to bring an end to the unequal treatment of European investors in the US on account of existing agreements of Member States; to ensure that foreign investors are treated in a non-discriminatory fashion and have a fair opportunity to seek ...
... (xiv) to ensure the applicability of international agreements, to bring an end to the unequal treatment of European investors in the US on account of existing agreements of Member States; to ensure that foreign investors are treated in a non-discriminatory fashion and have a fair opportunity to seek ...
Plan Summary - Meteor Asset Management
... Please see the brochure for a full explanation of the calculation. ...
... Please see the brochure for a full explanation of the calculation. ...
View as DOCX (1) 139 KB
... This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduces liquidity on these additional assets. This is compensated by the potential for superior returns (i.e. an illiquidi ...
... This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduces liquidity on these additional assets. This is compensated by the potential for superior returns (i.e. an illiquidi ...
... Warehouse shopping clubs like Costco, Sam's and BJ's have been around for a while, but after watching a CNBC special on the history and operations of Costco, I was genuinely impressed and convinced that a Costco membership deserves strong consideration. The show highlighted co-founder and former CEO ...
Climate Change Capital Private Equity (CPE)
... Climate Change Capital Private Equity (CPE) “Renewable Energy in Italy, investment opportunities and development patterns” Milan, March 8th 2011 ...
... Climate Change Capital Private Equity (CPE) “Renewable Energy in Italy, investment opportunities and development patterns” Milan, March 8th 2011 ...
Putnam New Flag Euro High Yield Fund
... the Federal Act on Collective Investment Schemes of 23 June 2006 and its implementing ordinances, as amended from time to time, and the most current practice of the FINMA and the competent courts. ...
... the Federal Act on Collective Investment Schemes of 23 June 2006 and its implementing ordinances, as amended from time to time, and the most current practice of the FINMA and the competent courts. ...
Asset Classes Over Time
... investments based on your particular objectives and situation. Remember, you change how your account is invested. Be sure to review your decisions periodically to make sure they are still consistent with your goals. You should also consider any investments you may have outside the plan when making y ...
... investments based on your particular objectives and situation. Remember, you change how your account is invested. Be sure to review your decisions periodically to make sure they are still consistent with your goals. You should also consider any investments you may have outside the plan when making y ...
... Self funded retirees (such as myself) rely on share income. For companies to not pay dividends at all (such as is largely the case in the US) would force people such as myself to rely on cash investments rather than being able to invest directly in wealth producing assets (such as public companies). ...
The keys to New Zealand's future
... Capital investments are needed to lift global competitiveness “Today’s investment of nearly $1 billion to extend Ultra-Fast Broadband, to rebuild Lincoln University’s science facilities and to invest in New Zealand’s vital regional roads and rail infrastructure shows a real commitment to New Zealan ...
... Capital investments are needed to lift global competitiveness “Today’s investment of nearly $1 billion to extend Ultra-Fast Broadband, to rebuild Lincoln University’s science facilities and to invest in New Zealand’s vital regional roads and rail infrastructure shows a real commitment to New Zealan ...
BCM Named To Financial Times 300 Top RIA List
... than 1,500 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). RIA firms were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. “Making this list three ...
... than 1,500 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). RIA firms were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. “Making this list three ...
Socially responsible investing
Socially responsible investing (SRI), also known as sustainable, socially conscious, ""green"" or ethical investing, is any investment strategy which seeks to consider both financial return and social good.In general, socially responsible investors encourage corporate practices that promote environmental stewardship, consumer protection, human rights, and diversity. Some avoid businesses involved in alcohol, tobacco, gambling, pornography, weapons, contraception/abortifacients/abortion, fossil fuel production, and/or the military. The areas of concern recognized by the SRI industry are sometimes summarized as ESG issues: environment, social justice, and corporate governance.""Socially responsible investing"" is one of several related concepts and approaches that influence and, in some cases govern, how asset managers invest portfolios. The term ""socially responsible investing"" sometimes narrowly refers to practices that seek to avoid harm by screening companies included in an investment portfolio. However, the term is also used more broadly to include more proactive practices such as impact investing, shareholder advocacy and community investing. According to investor Amy Domini, shareholder advocacy and community investing are pillars of socially responsible investing, while doing only negative screening is inadequate.