20170515HBGroup 1Q Earnings Growth.docx
... This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to parti ...
... This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to parti ...
GLOBAL IMPACT SPEAKER SERIES When Markets Fail -
... Schellekens is also the author of several publications on health insurance, medical treatment and HIV/ AIDS in Africa. He was one of the winners of the 2008 IFC/Financial Times competition for Private Sector Development with his provocative essay titled “A new paradigm for increased access to health ...
... Schellekens is also the author of several publications on health insurance, medical treatment and HIV/ AIDS in Africa. He was one of the winners of the 2008 IFC/Financial Times competition for Private Sector Development with his provocative essay titled “A new paradigm for increased access to health ...
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... funds. "They used to think that all public corporations are so involved with interest and other un-Islamic activities that the only solution was to shun all equity investment." But with some prodding from major Islamic banks -- which saw a huge market in Islamic investing -- the scholars started to ...
... funds. "They used to think that all public corporations are so involved with interest and other un-Islamic activities that the only solution was to shun all equity investment." But with some prodding from major Islamic banks -- which saw a huge market in Islamic investing -- the scholars started to ...
BT Core Hedged Global Share Fund
... BT Funds Management Limited ABN 63 002 916 458, AFSL 233724, BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL 233720 and Westpac Financial Services Limited ABN 20 000 241 127, AFSL 233716 are the Responsible Entities of the BT Investment Funds Product Disclosure Statement (PDS). BT Funds M ...
... BT Funds Management Limited ABN 63 002 916 458, AFSL 233724, BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL 233720 and Westpac Financial Services Limited ABN 20 000 241 127, AFSL 233716 are the Responsible Entities of the BT Investment Funds Product Disclosure Statement (PDS). BT Funds M ...
Time to Take Stock Brochure - Franklin Templeton Investments
... to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Indexes are unmanaged and one cannot invest directly in an index. ...
... to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Indexes are unmanaged and one cannot invest directly in an index. ...
Kazyna - UN
... Because of a high sovereign rating of Kazakhstan (ВВВ + from Standard*Poor's) banks had an opportunity to borrow money in international capital markets under comprehensible prices. ...
... Because of a high sovereign rating of Kazakhstan (ВВВ + from Standard*Poor's) banks had an opportunity to borrow money in international capital markets under comprehensible prices. ...
Firms and Financial Markets
... • Equity securities represent ownership of the corporation. • Common stock is a security that represents equity ownership in a corporation, provides voting rights, and entitles the holder to a share of the company’s success in the form of dividends and any capital appreciation in the value of the se ...
... • Equity securities represent ownership of the corporation. • Common stock is a security that represents equity ownership in a corporation, provides voting rights, and entitles the holder to a share of the company’s success in the form of dividends and any capital appreciation in the value of the se ...
Measuring CRI`s Impact on Performance
... of CRI policies. }} The degree to which CRI policies constrain investment strategy (primarily the impact of stock screens). Portfolio strategy is the central driver of the CRI program’s return, just as it is for non-CRI programs. But CRI criteria can affect a manager’s ability to implement its prefe ...
... of CRI policies. }} The degree to which CRI policies constrain investment strategy (primarily the impact of stock screens). Portfolio strategy is the central driver of the CRI program’s return, just as it is for non-CRI programs. But CRI criteria can affect a manager’s ability to implement its prefe ...
Strong market support for European value stocks
... NN Investment Partners (NN IP) expects that investors in Europe will switch their appetite from bonds to value stocks, which have a strong positive correlation with rising bond yields and are now seeing improving earnings. Banks have the highest positive correlation of all cyclical sectors.1 The val ...
... NN Investment Partners (NN IP) expects that investors in Europe will switch their appetite from bonds to value stocks, which have a strong positive correlation with rising bond yields and are now seeing improving earnings. Banks have the highest positive correlation of all cyclical sectors.1 The val ...
Martial law`s end may spur foreign flows
... The revocation of martial law is likely to attract foreign funds as the investment climate improves, says CLSA Securities (Thailand). "The lifting of martial law should significantly improve tourism, which is one of most important sectors in the country," managing director Prinn Panitchpakdi said. " ...
... The revocation of martial law is likely to attract foreign funds as the investment climate improves, says CLSA Securities (Thailand). "The lifting of martial law should significantly improve tourism, which is one of most important sectors in the country," managing director Prinn Panitchpakdi said. " ...
Click to download Firth AVF September 2014
... The performance of the fund was resilient in a rapidly falling market as our defensive characteristics would imply. Combined with the more “stock specific” gains made in August the fund has outperformed both benchmarks in the third quarter of the year. Unusually, small capitalisation stocks outperfo ...
... The performance of the fund was resilient in a rapidly falling market as our defensive characteristics would imply. Combined with the more “stock specific” gains made in August the fund has outperformed both benchmarks in the third quarter of the year. Unusually, small capitalisation stocks outperfo ...
What is a Secondary? - Voya Investment Management
... invested in partnership interests in more than 600 private equity funds, diversified across the entire spectrum of private equity, with investments in 5,500+ companies. Pomona Capital’s team is based in New York, London and Hong Kong. Pomona’s capital capacity and global reach are enhanced by a stra ...
... invested in partnership interests in more than 600 private equity funds, diversified across the entire spectrum of private equity, with investments in 5,500+ companies. Pomona Capital’s team is based in New York, London and Hong Kong. Pomona’s capital capacity and global reach are enhanced by a stra ...
What is a Property Authorised Investment Fund
... Where funds are invested in property or indirectly into property, investors may not be able to switch or cash in their investment when they want because investments in direct property and indirect property in the fund may not always be readily realisable. If this is the case and in accordance with t ...
... Where funds are invested in property or indirectly into property, investors may not be able to switch or cash in their investment when they want because investments in direct property and indirect property in the fund may not always be readily realisable. If this is the case and in accordance with t ...
What is an investment?
... • Ethical investment (also known as socially responsible investment) is investing for financial return, but having regard to other criteria such as environmental protection, health, human rights. ...
... • Ethical investment (also known as socially responsible investment) is investing for financial return, but having regard to other criteria such as environmental protection, health, human rights. ...
The Importance of Risk Adjusted Returns
... The Sharpe and Sortino ratios will establish how efficient the manager’s risk taking has been generating returns, the information ratio will hint at evidence of investment manager skill, and R-Squared will show how relevant the manager’s chosen benchmark is to the fund - Does the fund have a mid or ...
... The Sharpe and Sortino ratios will establish how efficient the manager’s risk taking has been generating returns, the information ratio will hint at evidence of investment manager skill, and R-Squared will show how relevant the manager’s chosen benchmark is to the fund - Does the fund have a mid or ...
Steward Balanced Strategy
... $2 billion) and larger company stocks (large cap). Small cap investments are subject to considerable price fluctuations and are more volatile than large cap stocks. Investors should consider the additional risks involved in small cap investments. Large capitalization (large cap) investments involve ...
... $2 billion) and larger company stocks (large cap). Small cap investments are subject to considerable price fluctuations and are more volatile than large cap stocks. Investors should consider the additional risks involved in small cap investments. Large capitalization (large cap) investments involve ...
Quick guide to presentation template
... Note: Equally weighted allocations; excludes investors with 100% real estate allocations ...
... Note: Equally weighted allocations; excludes investors with 100% real estate allocations ...
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... of the share-class. The share-class will be positively or negatively impacted by the market movements between those currencies. The Fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets. The Fund may be leveraged, which may increase positively ...
... of the share-class. The share-class will be positively or negatively impacted by the market movements between those currencies. The Fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets. The Fund may be leveraged, which may increase positively ...
Megan Britt
... strategy across three key asset classes to ensure global investments are connected with business objectives and the business portfolio is balanced to deliver results across time horizons. Megan is accountable for driving a dynamic, milestone-based management process to improve decision quality, allo ...
... strategy across three key asset classes to ensure global investments are connected with business objectives and the business portfolio is balanced to deliver results across time horizons. Megan is accountable for driving a dynamic, milestone-based management process to improve decision quality, allo ...
Hitting Home Runs - Global Financial Private Capital
... to do with the green-dotted line. The stock returns to the right of the green line are the home runs that we all dream of owning, but they only account for around 7% of the stocks in the sample. It’s mind boggling to think that such a tiny subset of stocks can perform well enough to drive the equity ...
... to do with the green-dotted line. The stock returns to the right of the green line are the home runs that we all dream of owning, but they only account for around 7% of the stocks in the sample. It’s mind boggling to think that such a tiny subset of stocks can perform well enough to drive the equity ...
Investment treaties: the emerging crisis
... between governments are allowing private companies and investors to sue countries for millions or even billions of dollars. The most recent cases involving investment include a $1.8 billion judgment against Ecuador obtained by the US oil company Occidental Petroleum, a $2 billion suit filed against ...
... between governments are allowing private companies and investors to sue countries for millions or even billions of dollars. The most recent cases involving investment include a $1.8 billion judgment against Ecuador obtained by the US oil company Occidental Petroleum, a $2 billion suit filed against ...
Interest Rate Parity
... two members from amongst the officials of the ministers of central government dealing with Finance and Law. Two members who are professional and have experience or special knowledge relating to securities market. One member from RBI. ...
... two members from amongst the officials of the ministers of central government dealing with Finance and Law. Two members who are professional and have experience or special knowledge relating to securities market. One member from RBI. ...
Factsheet Total Emerging Markets Fund Class I USD
... †† For each fund with a 3-year history, a Morningstar Rating® is calculated based on risk-adjusted returns that account for variations in a fund’s monthly performance (including sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performan ...
... †† For each fund with a 3-year history, a Morningstar Rating® is calculated based on risk-adjusted returns that account for variations in a fund’s monthly performance (including sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performan ...
Lester Coyle - We look at where the bonds will be in a year
... credit with static portfolios, such as European CMBS and 1.0 mezzanine CLOs. The curves are not steep enough to compensate for longer dated bonds. The base yield on a double B 1.0 CLO might be 5% or 6%. But because of rolldown, the first year real yield could be 8% or 9%. In European CMBS we are buy ...
... credit with static portfolios, such as European CMBS and 1.0 mezzanine CLOs. The curves are not steep enough to compensate for longer dated bonds. The base yield on a double B 1.0 CLO might be 5% or 6%. But because of rolldown, the first year real yield could be 8% or 9%. In European CMBS we are buy ...
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.