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Tables of socio-economic factors
Tables of socio-economic factors

... Economics. The aim of this exercise was to select the most critical socio-economic stressors and opportunities in Panevezys region for agriculture sector. Questionnaire research method was used for mapping these socio-economic stressors. This questionnaire contained a list of economic, social, demog ...
Attitude to Risk: Question Text 1. I would enjoy exploring investment
Attitude to Risk: Question Text 1. I would enjoy exploring investment

... the portfolio will be invested in equities and property which can boost longer term returns but are associated with more risk. The range of assets provides diversification benefits which also help to reduce the overall risk. You are prepared to take a moderate amount of investment risk in order to i ...
factsheet Neuberger Berman Emerging Market Debt Blend
factsheet Neuberger Berman Emerging Market Debt Blend

... The fund mentioned in this document may not be eligible for sale in some countries and it may not be suitable for all types of investor. Shares in the fund may not be offered or sold directly or indirectly into the United States or to U.S. Persons: for further information see the current prospectus. ...
Growth Investing in Times of Market Volatility
Growth Investing in Times of Market Volatility

... the Fund underperformed were during years when the returns of the mid-cap growth funds averaged more than ...
Gold ETF - Sangai Investments
Gold ETF - Sangai Investments

... Thus, the nominee* would be able to continue in the scheme without having to make any further contribution. Investor’s long term financial planning and objective of investing through SIP could still be fulfilled as per the targeted time horizon, even if he/she dies prematurely. ...
What is a Prospect List?
What is a Prospect List?

... average return represents a compound annual return. Government bonds and Treasury bills are guaranteed by the full faith and credit of the United States government as to the timely payment of principal and interest. Bonds in a portfolio are typically intended to provide income and/or diversification ...
CIS Frequently Asked Questions
CIS Frequently Asked Questions

... A manager must, in respect of each of its portfolios publish daily prices of the most expensive class offered by the manager for investment by members of the public other than financial institutions including the latest total expenses ratio applicable to that portfolio on its website if any, and in ...
KKR Private Equity Investors Reports Second Quarter Results
KKR Private Equity Investors Reports Second Quarter Results

... Investments and Pending Transactions of $6.3 billion as of May 11, 2007 Annualized Return of 12.6% for the First Quarter of 2007 Guernsey, Channel Islands, May 16, 2007 – KKR Private Equity Investors, L.P. (Euronext Amsterdam: KPE), a Guernsey limited partnership that invests its assets in private e ...
Netspar basic sheets
Netspar basic sheets

... • No risk taking by sponsor; • Strict solvency rules: schemes are to be fully funded • Risks shared by all participants: conditional indexation • Average pay to avoid value transfer to steep careers • Avoid implicit taxes: premium based on market value of new pension rights ...
Corporate Senior Loans Role Model US?
Corporate Senior Loans Role Model US?

... If losses occur on a number of assets in an underlying portfolio, that may result in a substantial reduction in the principal paid on the shares and prospective investors receiving less principal than the purchase price paid for the shares. The valuation of assets may vary significantly from the pri ...
January 2012
January 2012

... inflation outlook, appear to be encouraging some investment professionals to reconsider the relative value of debt and equity investments. With both the FTSE and S&P indices hovering around record highs, our data suggests that investors should perhaps be cautious about reaching for yield in develope ...
Investment Manager
Investment Manager

... To support the development of Venturesome as an innovative way of providing financial support and advice; To appraise applications from, supply advice to Venturesome applicant charities and organisations; To write reports to Investment Committee recommending the amount and terms of a social investme ...
Investment - McGraw
Investment - McGraw

... The Interest Rate  You won’t invest if interest rates are too high. Interest rate = the interest paid / the amount borrowed Assume you borrow $1000 for one year at 12% , how much interest do you pay? ...
Global cycle lost some traction at the end of the
Global cycle lost some traction at the end of the

... to be reliable, and have not been independently verified by BBVA. Therefore, BBVA offers no warranty, either express or implicit, regarding its accuracy, integrity or correctness. Estimations this document may contain have been undertaken according to generally accepted methodologies and should be c ...
High Return on Investment - Center for High Impact Philanthropy
High Return on Investment - Center for High Impact Philanthropy

... How should I think about return on investment in choosing programs to support? It can be helpful to compare potential programs based upon a common measure (e.g., cost benefit analysis or similar) when applied consistently.4 Organizations working towards unified metrics across programs include the Ro ...
FCA Consultation CP16/30: Transaction cost disclosure in
FCA Consultation CP16/30: Transaction cost disclosure in

... As we have seen recently with either fair value adjustments or trading restrictions temporarily placed on property funds, asset valuations for illiquid assets such as property are subjective. A further issue for DC is that the values being traded are often small and so are met out of funds’ cash-flo ...
Financial Advisor Botsford Marches to a Different Drummer
Financial Advisor Botsford Marches to a Different Drummer

... can turn into what I refer to as a death spiral,” says Botsford, CEO of Botsford Financial Group in Frisco, Texas. So Botsford did what few advisors have the initiative or aptitude to do—she developed her own approach. As a result, she says, her clients largely avoided the devastation that followed  ...
Notice Concerning Issuance of Investment Corporation Bonds
Notice Concerning Issuance of Investment Corporation Bonds

... (16) Financial agent, issuing agent, and payment agent (17) Underwriter ...
- Franklin Templeton Investments
- Franklin Templeton Investments

... Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN/342-5236 or visit franklintempleton.com. ...
C40400 Retirement x 2: Planning Tips for Couples
C40400 Retirement x 2: Planning Tips for Couples

... for higher income while both are living — an arrangement that can work well for some couples, particularly when both are in good health. So look carefully at your budget to see which income options might be most appropriate. 4. Consider the Laws That Affect Retirement Arrangements Between Married Co ...
The strategy of ANO "The Agency of Investment Development of the
The strategy of ANO "The Agency of Investment Development of the

... The Strategy was developed in accordance with the Strategy of longterm social-economic development of the Republic of Mari El (till 2025) which is approved by the decree of the Government of the Republic of Mari El dated August 31, 2007 No.214, the Investment strategy of the Republic of Mari El till ...
Evidence from Real Estate Private Equity
Evidence from Real Estate Private Equity

... fund. However, this approach might be plagued by the stated preference problem—that is, investors may not reveal their true motives or might not even be fully aware of them. Instead, this study applies network analysis techniques to measure the “embeddedness” of a fund manager in the relationship co ...
LONG TERM PORTFOLIO - American Psychological Association
LONG TERM PORTFOLIO - American Psychological Association

... These funds are institutional funds for purposes of Uniform Prudent Management of Institutional Funds Act of 2007, D.C. Code §§ 44-1631 through 44-1639, (“UPMIFA”). As APA does not manage endowment funds, compliance with UPMIFA is limited to only those provisions relevant to the prudent management o ...
AMP Capital Derivatives Risk Statement
AMP Capital Derivatives Risk Statement

... portfolio risk management, currency hedging may be used by AMP Capital. Currency profiles are established to ensure there is a clear understanding of the objectives, authorities and controls on such activity. It is acknowledged that hedging activity will primarily be by way of forward contracts, but ...
2016 Preqin Global Real Estate Report
2016 Preqin Global Real Estate Report

... other hand, club investors are often reluctant to give up these rights. While club investors may be similarly situated, they still may have differences of opinion, which can make it more difficult to arrive at a course of action than with a fund or JV vehicle. Dispositions, buy-sells and other exit ...
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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.
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