FACTSHEET - Altervest Smart Volatility
... Altervest Smart Volatility is a quantitative absolute return investment strategy that generates alpha through volatility movements. The product’s main objective is long-term capital appreciation with a focus on capital preservation. In order to minimize the frequency and the amplitude of drawdowns, ...
... Altervest Smart Volatility is a quantitative absolute return investment strategy that generates alpha through volatility movements. The product’s main objective is long-term capital appreciation with a focus on capital preservation. In order to minimize the frequency and the amplitude of drawdowns, ...
Mirae Asset Trigger Investment Plan (TRIP)
... Suppose you prefer to invest in a mutual fund when markets are at specic levels, you would need to keep track of markets and invest on the day markets reach their desired level. With the TRIP facility, you need not keep track of market movements. You can simply set four trigger levels to switch the ...
... Suppose you prefer to invest in a mutual fund when markets are at specic levels, you would need to keep track of markets and invest on the day markets reach their desired level. With the TRIP facility, you need not keep track of market movements. You can simply set four trigger levels to switch the ...
Nikko Asset Management Nikko AM Shenton Asia Bond Fund
... The information contained herein may not be copied, reproduced or redistributed without the express consent of Nikko AM Asia. While reasonable care has been taken to ensure the accuracy of the information as at the date of publication, Nikko AM Asia does not give any warranty or representation, eith ...
... The information contained herein may not be copied, reproduced or redistributed without the express consent of Nikko AM Asia. While reasonable care has been taken to ensure the accuracy of the information as at the date of publication, Nikko AM Asia does not give any warranty or representation, eith ...
Financing a New Venture - Canadian Innovation Centre
... enough money to cover total cumulative negative cash flow Each source of funding must see other potential sources of funds, so that they know the company will not fail, and that they are not the only source When raising debt, actual timing is not that important, but you need to do it before you need ...
... enough money to cover total cumulative negative cash flow Each source of funding must see other potential sources of funds, so that they know the company will not fail, and that they are not the only source When raising debt, actual timing is not that important, but you need to do it before you need ...
Focal Area and Cross Cutting Strategies – Chemicals
... Land Degradation Focal Area is main GEF financing window Sustainable Land Management GEF financing leverages resources in agriculture, livestock, forestry for global environmental benefits Investing in Sustainable Land Management supports implementation of the UNCCD by affected country Parti ...
... Land Degradation Focal Area is main GEF financing window Sustainable Land Management GEF financing leverages resources in agriculture, livestock, forestry for global environmental benefits Investing in Sustainable Land Management supports implementation of the UNCCD by affected country Parti ...
Key Investor Information AMUNDI ETF MSCI EUROPE MATERIALS
... The charges and fees paid are used to cover the costs of running the Fund, including the costs of marketing and distributing it. These charges reduce the potential growth of your investment. Purchases and sales on the secondary market do not incur any entry or exit fees. However, in addition to the ...
... The charges and fees paid are used to cover the costs of running the Fund, including the costs of marketing and distributing it. These charges reduce the potential growth of your investment. Purchases and sales on the secondary market do not incur any entry or exit fees. However, in addition to the ...
Taxation of Collective Investment Funds and
... does not have a separate legal existence, does not have the capacity to contract and cannot sue or be sued in its own name. The assets of a unit trust are held by its trustee (in its capacity as custodian) and are managed by its manager who may appoint one or more investment managers/advisers. Contr ...
... does not have a separate legal existence, does not have the capacity to contract and cannot sue or be sued in its own name. The assets of a unit trust are held by its trustee (in its capacity as custodian) and are managed by its manager who may appoint one or more investment managers/advisers. Contr ...
Your 401k Is Riskier Than you Think
... expensive (think beans) because the price went up. And they sell stocks when the price goes down (think rice). The reason nearly all portfolio managers do this is that they are worried about their ratings. And their rating depends on how well they perform compared to a benchmark (like the broad US s ...
... expensive (think beans) because the price went up. And they sell stocks when the price goes down (think rice). The reason nearly all portfolio managers do this is that they are worried about their ratings. And their rating depends on how well they perform compared to a benchmark (like the broad US s ...
Focusing on Long-Term Return Objectives in a Low Return World
... assumptions used by many today. Investors in a situation like the one contemplated above have three options: ...
... assumptions used by many today. Investors in a situation like the one contemplated above have three options: ...
CEE macro outlook: is Emerging Europe on the way to a
... Schemes) (Exemptions) Order 2001 and/or (iii) to whom it may be lawful to communicate it, other than private investors (all such persons being referred to as "Relevant Persons"). This publication is only directed at Relevant Persons and any investment or investment activity to which this publication ...
... Schemes) (Exemptions) Order 2001 and/or (iii) to whom it may be lawful to communicate it, other than private investors (all such persons being referred to as "Relevant Persons"). This publication is only directed at Relevant Persons and any investment or investment activity to which this publication ...
Country Commerce Egypt Brochure
... Opened in August 2015, the site aims to ease congestion, reduce waiting periods and increase canal revenues. In March 2015 the government organised a three-day meeting of international business and political leaders in Sharm el-Sheikh. The purpose of the Egypt Economic Development Conference was to ...
... Opened in August 2015, the site aims to ease congestion, reduce waiting periods and increase canal revenues. In March 2015 the government organised a three-day meeting of international business and political leaders in Sharm el-Sheikh. The purpose of the Egypt Economic Development Conference was to ...
A Clearer View of Your Path to Retirement
... subject to change over time in accordance with each fund’s prospectus. An investment in or retirement income from a target date portfolio is not guaranteed at any time, including on or after the target date. An investment in a target date portfolio does not eliminate the need for investors to decide ...
... subject to change over time in accordance with each fund’s prospectus. An investment in or retirement income from a target date portfolio is not guaranteed at any time, including on or after the target date. An investment in a target date portfolio does not eliminate the need for investors to decide ...
First Trust Large Cap Core AlphaDEX® Fund
... ¹On April 8, 2016, the fund’s underlying index changed from the Defined Large Cap Core Index to the NASDAQ AlphaDEX® Large Cap Core Index. Therefore, the fund’s performance and historical returns shown for the periods prior to this date are not necessarily indicative of the performance that the fund, ...
... ¹On April 8, 2016, the fund’s underlying index changed from the Defined Large Cap Core Index to the NASDAQ AlphaDEX® Large Cap Core Index. Therefore, the fund’s performance and historical returns shown for the periods prior to this date are not necessarily indicative of the performance that the fund, ...
Is it Overreaction? The Long-Horizon Performance of Value and
... Role in financial crises: Brown-Goetzmann-Park (2000), Fung-Hsieh ...
... Role in financial crises: Brown-Goetzmann-Park (2000), Fung-Hsieh ...
CIRE Magazine :: The Private Investment Pool
... real estate professionals predict this happening to any great extent. “In the short term, higher interest rates may slow the flow of capital into real estate, but long term they should not have any major impact since real estate has performed well over the long term. In fact, for private investors, ...
... real estate professionals predict this happening to any great extent. “In the short term, higher interest rates may slow the flow of capital into real estate, but long term they should not have any major impact since real estate has performed well over the long term. In fact, for private investors, ...
Week Ahead: US Earnings and Abe Election Win Bolster Optimism
... continues to attract attention in the US because improvements in the US housing sector trickle down positively to other parts of the US economy, helping to increase overall employment and boost consumer confidence and spending. Europe – This week should give a good indication about any signs of a mo ...
... continues to attract attention in the US because improvements in the US housing sector trickle down positively to other parts of the US economy, helping to increase overall employment and boost consumer confidence and spending. Europe – This week should give a good indication about any signs of a mo ...
Business Angels in Germany
... 1. 56% of exits failed to return capital, but 9% generate more than 10 times the capital invested. 2. Despite the fact that only 44% of investments generate positive exits, the overall return to business angel investing in the UK is 2.2 times invested capital. 3. Given a holding period of just under ...
... 1. 56% of exits failed to return capital, but 9% generate more than 10 times the capital invested. 2. Despite the fact that only 44% of investments generate positive exits, the overall return to business angel investing in the UK is 2.2 times invested capital. 3. Given a holding period of just under ...
PR_material_embedded_0112
... In the three decades since Mark Granovetter’s (1985) paper gave a name to the networkbased analysis of economic relations, the concept of embeddedness has become pivotal to our understanding of market operation. It claims instead that social relationships play a significant role in the behaviour of ...
... In the three decades since Mark Granovetter’s (1985) paper gave a name to the networkbased analysis of economic relations, the concept of embeddedness has become pivotal to our understanding of market operation. It claims instead that social relationships play a significant role in the behaviour of ...
Calvert High Yield Bond Fund
... on the ratings assigned by the rating services. In conjunction with its financial analysis, investment decisions are made in consideration of the responsible investing criteria described below. The portfolio managers attempt to improve yield and preserve and enhance principal value through timely tr ...
... on the ratings assigned by the rating services. In conjunction with its financial analysis, investment decisions are made in consideration of the responsible investing criteria described below. The portfolio managers attempt to improve yield and preserve and enhance principal value through timely tr ...
Financing Real Estate through Capital Markets Real Estate
... It can therefore be correctly argued that REITs provide a practical way in which all investors who have interest in investing in real estate sector within the economy can invest in large scale, income producing, professionally managed companies that owns commercial (and in some cases residential) re ...
... It can therefore be correctly argued that REITs provide a practical way in which all investors who have interest in investing in real estate sector within the economy can invest in large scale, income producing, professionally managed companies that owns commercial (and in some cases residential) re ...
Strengthening the capacity of EU capital markets
... households. EU businesses, from start-ups and scale-ups to well-established multinationals, need access to a wide range of funding sources, to invest in innovation and company expansion. Households need access to capital markets, to have more and better opportunities to invest for their future. The ...
... households. EU businesses, from start-ups and scale-ups to well-established multinationals, need access to a wide range of funding sources, to invest in innovation and company expansion. Households need access to capital markets, to have more and better opportunities to invest for their future. The ...
Offering and Investor Fees - Handout
... to pass some of the cost of the capital raise to the investor. In offerings that might allow for small investor commitments, such as Reg A and Reg CF, this can be particularly important. In a Reg D, covering the cost of a wire fee generally isn’t an issue for the company if only a handful of large i ...
... to pass some of the cost of the capital raise to the investor. In offerings that might allow for small investor commitments, such as Reg A and Reg CF, this can be particularly important. In a Reg D, covering the cost of a wire fee generally isn’t an issue for the company if only a handful of large i ...
Core High Yield Fund - John Hancock Investments
... more volatile than U.S. securities. Currency fluctuations and political and economic developments may adversely impact the value of foreign securities. The risks of investing in foreign securities are magnified in emerging markets. Hedging, derivatives, and other strategic transactions risk. Hedging ...
... more volatile than U.S. securities. Currency fluctuations and political and economic developments may adversely impact the value of foreign securities. The risks of investing in foreign securities are magnified in emerging markets. Hedging, derivatives, and other strategic transactions risk. Hedging ...
FAMILY FINANCIAL SUCCESS PLAN You, Your
... This plan has been prepared by April Dorey and is for informational purposes only. It is not a complete plan which would only be developed following a full review of an individual’s complete financial situation, including objectives, risk tolerance and time horizon. The information in this plan is d ...
... This plan has been prepared by April Dorey and is for informational purposes only. It is not a complete plan which would only be developed following a full review of an individual’s complete financial situation, including objectives, risk tolerance and time horizon. The information in this plan is d ...
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.