Mutual Fund Performance and Manager Style. J.L. Davis, FAJ, Jan
... Sample consisted of 4,686 funds covering 26,564 fund-years from 1962-98, i.e.,in 26,564 time the fund was classified as an equity fund and had at least one valid monthly return. The median equity weight for the fund year: 93 percent. ...
... Sample consisted of 4,686 funds covering 26,564 fund-years from 1962-98, i.e.,in 26,564 time the fund was classified as an equity fund and had at least one valid monthly return. The median equity weight for the fund year: 93 percent. ...
Capital requirements for MiFID investment firms
... higher category. A third approach outlined in the report would give Member States more flexibility to take into account local factors. ...
... higher category. A third approach outlined in the report would give Member States more flexibility to take into account local factors. ...
Is investing in structured products a form of betting?
... As the word suggests, the term ‘derivative’ (from Latin: derivare) means that these are financial products whose price is derived from the price of another product, the ‘underlying asset’. Certificates are aimed exclusively at retail investors, while as a rule derivatives such as options, futures an ...
... As the word suggests, the term ‘derivative’ (from Latin: derivare) means that these are financial products whose price is derived from the price of another product, the ‘underlying asset’. Certificates are aimed exclusively at retail investors, while as a rule derivatives such as options, futures an ...
Mutual Funds
... • At the beginning of 2013, 57% of retirement assets were held by mutual funds. • 28% of the U.S. stock market and almost 44% of all U.S. households hold stock via mutual funds. ...
... • At the beginning of 2013, 57% of retirement assets were held by mutual funds. • 28% of the U.S. stock market and almost 44% of all U.S. households hold stock via mutual funds. ...
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Does pension funds` fiduciary duty prohibit the integration of
... institutional investors such as insurance companies have grown so enormously large in size over recent decades that they now jointly own the majority of all financial assets worldwide and deserve to be titled ‘universal owner’. Due to their sheer size, the financial performance of those universally ...
... institutional investors such as insurance companies have grown so enormously large in size over recent decades that they now jointly own the majority of all financial assets worldwide and deserve to be titled ‘universal owner’. Due to their sheer size, the financial performance of those universally ...
Materials
... economy in general and specifically on institutions of higher education, both public and private. Governor Kaine has responded to state revenue shortfalls totaling $7.1 billion from August 2007 through August 2009. Public higher education institutions have been among the state agencies hardest hit. ...
... economy in general and specifically on institutions of higher education, both public and private. Governor Kaine has responded to state revenue shortfalls totaling $7.1 billion from August 2007 through August 2009. Public higher education institutions have been among the state agencies hardest hit. ...
Commonsense Principles of Corporate Governance
... Jones Day publications should not be construed as legal advice on any specific facts or circumstances. The contents are intended for general information purposes only and may not be quoted or referred to in any other publication or proceeding without the prior written consent of the Firm, to be give ...
... Jones Day publications should not be construed as legal advice on any specific facts or circumstances. The contents are intended for general information purposes only and may not be quoted or referred to in any other publication or proceeding without the prior written consent of the Firm, to be give ...
Pacer ETFs Crosses $1 Billion Threshold
... “It’s an exciting time to be at Pacer. We’ve achieved a major milestone, crossing the $1 billion threshold just as we’re turning two years old, and we’ve only just scraped the surface of our potential. We attribute our growth rate, in part, to our unique series of ETFs, the Trendpilot® Series and th ...
... “It’s an exciting time to be at Pacer. We’ve achieved a major milestone, crossing the $1 billion threshold just as we’re turning two years old, and we’ve only just scraped the surface of our potential. We attribute our growth rate, in part, to our unique series of ETFs, the Trendpilot® Series and th ...
Fixed Interest Fund - Irish Life Corporate Business
... This fund should broadly follow the long-term changes in annuity Style prices due to interest rates, i.e. if long-term interest rates fall, the value of this fund will increase to roughly compensate for the rise Size in annuity prices. Long-term interest rates are just one of the main factors that d ...
... This fund should broadly follow the long-term changes in annuity Style prices due to interest rates, i.e. if long-term interest rates fall, the value of this fund will increase to roughly compensate for the rise Size in annuity prices. Long-term interest rates are just one of the main factors that d ...
Learning from the US - Impetus-PEF
... This strengthens existing civil society infrastructure, rather than trying to replace it. It requires each federal dollar granted to intermediaries to be matched 1:1 by the grantees and again by their sub-grantees with money from private and other non-federal sources, thereby leveraging taxpayer dol ...
... This strengthens existing civil society infrastructure, rather than trying to replace it. It requires each federal dollar granted to intermediaries to be matched 1:1 by the grantees and again by their sub-grantees with money from private and other non-federal sources, thereby leveraging taxpayer dol ...
Artificial Intelligence for Long-Term Investing
... A qualitative assessment is important when selecting the list of companies that the AI model may invest in, because the historical financial data is only useful if the company’s future will resemble its past somehow. This is impossible to assess if the business itself is expected to change radically ...
... A qualitative assessment is important when selecting the list of companies that the AI model may invest in, because the historical financial data is only useful if the company’s future will resemble its past somehow. This is impossible to assess if the business itself is expected to change radically ...
investor sentiment indicator
... We would like to share with you the latest key insights and hope you find them of interest, given that you are part of this HNW market. The latest data from the Quarter 2 2012 survey reveals that HNW investor sentiment has moved back into negative territory, with the overall sentiment score dropping ...
... We would like to share with you the latest key insights and hope you find them of interest, given that you are part of this HNW market. The latest data from the Quarter 2 2012 survey reveals that HNW investor sentiment has moved back into negative territory, with the overall sentiment score dropping ...
deed of undertaking - Living in the Philippines
... the said time deposit is under the SIRV program for a minimum maturity period of thirty (30) days but not to exceed one hundred eighty (180) days. The said peso time deposit shall earn interest based on the rates approved by the DBP or LBP, whichever is applicable, less the appropriate tax thereof. ...
... the said time deposit is under the SIRV program for a minimum maturity period of thirty (30) days but not to exceed one hundred eighty (180) days. The said peso time deposit shall earn interest based on the rates approved by the DBP or LBP, whichever is applicable, less the appropriate tax thereof. ...
Implications of Behavioural Economics for Mandatory
... Federation and Ukraine also have similar systems. In Africa, one country, Nigeria, has introduced such a system, while South Africa is considering it. In total, twenty-nine countries now include individual investment accounts as part of their mandatory pension system. In most cases, these plans are ...
... Federation and Ukraine also have similar systems. In Africa, one country, Nigeria, has introduced such a system, while South Africa is considering it. In total, twenty-nine countries now include individual investment accounts as part of their mandatory pension system. In most cases, these plans are ...
PCCF Investment Consulting RFP 2015
... 3. Briefly describe your firm’s entire history including the year it was founded, its ownership structure, its primary business focus, and any reincorporation, merger or name change since inception and if you anticipate any significant organizational change or merger in the next twelve months. 4. In ...
... 3. Briefly describe your firm’s entire history including the year it was founded, its ownership structure, its primary business focus, and any reincorporation, merger or name change since inception and if you anticipate any significant organizational change or merger in the next twelve months. 4. In ...
No Slide Title
... The analysts certify that their views regarding the companies and the securities in this report are truly expressed and that they have not received nor will receive direct or indirect compensation in exchange for publishing specific views or recommendations in this report. This document is intended ...
... The analysts certify that their views regarding the companies and the securities in this report are truly expressed and that they have not received nor will receive direct or indirect compensation in exchange for publishing specific views or recommendations in this report. This document is intended ...
The place for listing Alternative Investment Funds
... by the Luxembourg Stock Exchange The Luxembourg Stock Exchange offers broad listing opportunities via its two markets, with the highest standards, meeting the eligibility criteria imposed to investors by securities regulators and central banks. There are no restrictions on the type of securities to ...
... by the Luxembourg Stock Exchange The Luxembourg Stock Exchange offers broad listing opportunities via its two markets, with the highest standards, meeting the eligibility criteria imposed to investors by securities regulators and central banks. There are no restrictions on the type of securities to ...
15 April Overview of Microfinance Investment Funds
... DiLeo and Prasad will provide a brief overview of the different types of funds active in microfinance investment, how the activities of different types of funds have developed in recent years, and then discuss their specific experience with several funds which they have created and managed. Registra ...
... DiLeo and Prasad will provide a brief overview of the different types of funds active in microfinance investment, how the activities of different types of funds have developed in recent years, and then discuss their specific experience with several funds which they have created and managed. Registra ...
Conference Program
... The current environment has been one of the most challenging for institutional asset managers. Performance has been challenged. Asset raising has proven difficult. Are you applying your best and highest skill set? Are you maximizing your capabilities to deal with this environment? Are you adapting ...
... The current environment has been one of the most challenging for institutional asset managers. Performance has been challenged. Asset raising has proven difficult. Are you applying your best and highest skill set? Are you maximizing your capabilities to deal with this environment? Are you adapting ...
Alternative Investment Transaction Request Form
... whether a request may be rejected by the fund company due to fund restrictions, including but not limited to redemptions requested prior to satisfying a lockup or transactions that do not meet stated minimums. ...
... whether a request may be rejected by the fund company due to fund restrictions, including but not limited to redemptions requested prior to satisfying a lockup or transactions that do not meet stated minimums. ...
Important Information about Hedge Funds
... traditional investment portfolios and at the same time can bear the special risks associated with hedge funds. Some of the potential benefits of hedge fund investing are described below. Low Correlation to Traditional Asset Classes: A primary benefit of hedge funds is the low correlation many strate ...
... traditional investment portfolios and at the same time can bear the special risks associated with hedge funds. Some of the potential benefits of hedge fund investing are described below. Low Correlation to Traditional Asset Classes: A primary benefit of hedge funds is the low correlation many strate ...
The market has seen leveraged and inverse exchange
... with the launch of the Yuanta/P-shares Taiwan Top 50 ETF. It’s enjoyed rapid growth in the years since, with assets invested into ETFs rising from $1.16 billion at end 2003 to $9.08 billion in September this year, according to research house Keystone Intelligence. In the early days investors took a ...
... with the launch of the Yuanta/P-shares Taiwan Top 50 ETF. It’s enjoyed rapid growth in the years since, with assets invested into ETFs rising from $1.16 billion at end 2003 to $9.08 billion in September this year, according to research house Keystone Intelligence. In the early days investors took a ...
A penny saved is a penny earned
... fund, following trends. Importantly it is not a share market fund, so it can produce excellent results, regardless of share markets, which is important in reducing the bumps associated with short term, negative movements. The returns from this fund has been up about 29% (for the 12 months ending Sep ...
... fund, following trends. Importantly it is not a share market fund, so it can produce excellent results, regardless of share markets, which is important in reducing the bumps associated with short term, negative movements. The returns from this fund has been up about 29% (for the 12 months ending Sep ...
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.