The Trialogue on Key Information Documents for Investment Products
... such securities” (Art. 5 (2) PD). The requirements for such key information have been set by the delegated regulations changing the Regulation 809/2004 in 2012. Hence, it is the main function of the summary to provide the investor the key aspects of the financial instrument in a brief manner. In add ...
... such securities” (Art. 5 (2) PD). The requirements for such key information have been set by the delegated regulations changing the Regulation 809/2004 in 2012. Hence, it is the main function of the summary to provide the investor the key aspects of the financial instrument in a brief manner. In add ...
Quantitative Easing - Pensions and Lifetime Savings Association
... the economic recovery. But it is important to recognise the specific impacts of QE on pension funds, particularly in the short term. The NAPF would urge policy‐makers to consider the exceptional circumstances now facing pension schemes when issuing guidance in connection to triennial ...
... the economic recovery. But it is important to recognise the specific impacts of QE on pension funds, particularly in the short term. The NAPF would urge policy‐makers to consider the exceptional circumstances now facing pension schemes when issuing guidance in connection to triennial ...
power point presentation
... • The Government of CES will assume its full obligation to shoulder responsibility of management and service delivery to Juba • Decongestion of Juba and ease of pressure on housing, land and social services • The citizens of Juba and the surrounding towns (Bor, Torit, Terekeke, etc) will benefit fro ...
... • The Government of CES will assume its full obligation to shoulder responsibility of management and service delivery to Juba • Decongestion of Juba and ease of pressure on housing, land and social services • The citizens of Juba and the surrounding towns (Bor, Torit, Terekeke, etc) will benefit fro ...
power point presentation
... • The Government of CES will assume its full obligation to shoulder responsibility of management and service delivery to Juba • Decongestion of Juba and ease of pressure on housing, land and social services • The citizens of Juba and the surrounding towns (Bor, Torit, Terekeke, etc) will benefit fro ...
... • The Government of CES will assume its full obligation to shoulder responsibility of management and service delivery to Juba • Decongestion of Juba and ease of pressure on housing, land and social services • The citizens of Juba and the surrounding towns (Bor, Torit, Terekeke, etc) will benefit fro ...
treasurer- manager responsible for financing, cash management
... owners. It is based on articles of incorporation that set out the purpose of the business, how many shares can be issued, the number of directors to be appointed, and so on. These articles must conform to the laws of the state in which the business is incorporated. The corporation is owned by its st ...
... owners. It is based on articles of incorporation that set out the purpose of the business, how many shares can be issued, the number of directors to be appointed, and so on. These articles must conform to the laws of the state in which the business is incorporated. The corporation is owned by its st ...
Opens external link in new window
... During the first year of the Group (2015/16) the following outputs are expected: Agreement on Group’s objectives and active engagement in the Group by GACSA members and observers; Mapping and sharing knowledge of current investments in climate smart agriculture; Identification of new private a ...
... During the first year of the Group (2015/16) the following outputs are expected: Agreement on Group’s objectives and active engagement in the Group by GACSA members and observers; Mapping and sharing knowledge of current investments in climate smart agriculture; Identification of new private a ...
Nationwide® Investor Destinations Conservative Fund
... at nationwide.com/mutualfunds. These prospectuses outline investment objectives, risks, fees, charges and expenses and other information that you should read and consider carefully before investing. Nationwide Conservative Benchmark (Benchmark 2): 40% Barclays U.S. Aggregate Bond Index, 35% Barclays ...
... at nationwide.com/mutualfunds. These prospectuses outline investment objectives, risks, fees, charges and expenses and other information that you should read and consider carefully before investing. Nationwide Conservative Benchmark (Benchmark 2): 40% Barclays U.S. Aggregate Bond Index, 35% Barclays ...
board of retirement
... on a return of investment standpoint. Private Equity historically has compared favorably with the stock market – in the 20 years ended December 31, 2013, Private Equity has shown a 15.9% gain, compared to US Equity at 9.3%. The risk associated with Private Equity is typically from the standpoint of ...
... on a return of investment standpoint. Private Equity historically has compared favorably with the stock market – in the 20 years ended December 31, 2013, Private Equity has shown a 15.9% gain, compared to US Equity at 9.3%. The risk associated with Private Equity is typically from the standpoint of ...
- Fairview High School
... Build a mock portfolio by choosing at least three companies that interest you. Write each company’s ticker symbol next to its name and the date. Document their performance. Read stories about them. ...
... Build a mock portfolio by choosing at least three companies that interest you. Write each company’s ticker symbol next to its name and the date. Document their performance. Read stories about them. ...
Franklin Euro High Yield Fund - A (Ydis) EUR
... Copyright© 2017. Franklin Templeton Investments. All Rights Reserved. Issued by Templeton Asset Management Ltd. Registration No.(UEN) 199205211E. This document is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific object ...
... Copyright© 2017. Franklin Templeton Investments. All Rights Reserved. Issued by Templeton Asset Management Ltd. Registration No.(UEN) 199205211E. This document is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific object ...
Investment entities
... exposes entity to variability of returns from performance of other entity”; evidenced by: – Holding equity or debt instruments – Other forms of involvement (e.g., provision of funding, liquidity support, credit enhancement and guarantees) ...
... exposes entity to variability of returns from performance of other entity”; evidenced by: – Holding equity or debt instruments – Other forms of involvement (e.g., provision of funding, liquidity support, credit enhancement and guarantees) ...
Winning the long-term game — new insights into asset
... These periods should be measured on a rolling basis, to avoid a 'cliff effect' when a manager reaches the end of a measurement period Beyond the technicalities of performance measurement, asset owners should be highly conscious of separating short-term noise from long-term performance information (s ...
... These periods should be measured on a rolling basis, to avoid a 'cliff effect' when a manager reaches the end of a measurement period Beyond the technicalities of performance measurement, asset owners should be highly conscious of separating short-term noise from long-term performance information (s ...
BEPS Action 6 – Discussion Draft on non-CIV examples
... We strongly recommend that a fourth example be included to illustrate how the PPT should be applied to a pooled fund which is managed by a Fund Manager. The example below seeks to illustrate the aforementioned points. We have sought to frame the additional example of a colocated Fund Manager and poo ...
... We strongly recommend that a fourth example be included to illustrate how the PPT should be applied to a pooled fund which is managed by a Fund Manager. The example below seeks to illustrate the aforementioned points. We have sought to frame the additional example of a colocated Fund Manager and poo ...
EquityCompass Share Buyback Strategy
... particular investment objectives, financial situation, or needs of individual investors. The specific securities identified and described herein do not represent all of the securities purchased, sold, or recommended to advisory clients, and the reader should not assume that investments in the securi ...
... particular investment objectives, financial situation, or needs of individual investors. The specific securities identified and described herein do not represent all of the securities purchased, sold, or recommended to advisory clients, and the reader should not assume that investments in the securi ...
Weekly Commentary 08-08-16
... * The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones. * Yahoo! Finance is the source for any reference to the performance of an index between two specific periods. * ...
... * The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones. * Yahoo! Finance is the source for any reference to the performance of an index between two specific periods. * ...
Contact Name - Boston Partners
... notice of estimated capital gain distributions, annual income distributions and certain calendar yearend income distributions (as applicable) that are associated with your investments in certain Boston Partners Investment funds(s). These estimates are as of October 25, 2016. Although this informatio ...
... notice of estimated capital gain distributions, annual income distributions and certain calendar yearend income distributions (as applicable) that are associated with your investments in certain Boston Partners Investment funds(s). These estimates are as of October 25, 2016. Although this informatio ...
Outline of what exists
... most senior decision maker—the portfolio manager. Unfortunately, being left to one’s own mental abilities at such moments can compound rather than resolve problems. The stress experienced during extreme moments limits creativity or can be just plain debilitating. A more robust approach for confronti ...
... most senior decision maker—the portfolio manager. Unfortunately, being left to one’s own mental abilities at such moments can compound rather than resolve problems. The stress experienced during extreme moments limits creativity or can be just plain debilitating. A more robust approach for confronti ...
140724 EN OXEA launch OXSOFT TOTM ST
... -2About Oman Oil Company Oman Oil Company S.A.O.C. (OOC) is a commercial company wholly owned by the Government established in 1996 to pursue investment opportunities in the wider energy sector both inside and outside Oman. The Company plays an important role in the Sultanate's efforts to diversify ...
... -2About Oman Oil Company Oman Oil Company S.A.O.C. (OOC) is a commercial company wholly owned by the Government established in 1996 to pursue investment opportunities in the wider energy sector both inside and outside Oman. The Company plays an important role in the Sultanate's efforts to diversify ...
Strong Growth
... penalty tax. Money taken from the plan will be taxed as ordinary income in the year the money is distributed. An annuity does not provide any additional tax benefit, as tax deferral is provided by the Plan. Annuities may be subject to additional fees and expenses, to which other taxdeferred funding ...
... penalty tax. Money taken from the plan will be taxed as ordinary income in the year the money is distributed. An annuity does not provide any additional tax benefit, as tax deferral is provided by the Plan. Annuities may be subject to additional fees and expenses, to which other taxdeferred funding ...
press release
... As of the end of December 2012, the majority of the net assets of the company were invested in the equity tranches of U.S. CLOs. Investments are also held in U.S. senior secured loans, equity tranches of European CLOs, asset management businesses, hedge funds, real estate funds, and CLO mezzanine tr ...
... As of the end of December 2012, the majority of the net assets of the company were invested in the equity tranches of U.S. CLOs. Investments are also held in U.S. senior secured loans, equity tranches of European CLOs, asset management businesses, hedge funds, real estate funds, and CLO mezzanine tr ...
Russell Investments` 2012 Global Survey on Alternative Investing
... investors—representing corporate and public pension plans and/or non-profits. Participation was voluntary, and in all cases the individuals surveyed and/or interviewed were qualified to represent the investment activities, decisions and views of their organizations. ORCInternational provided assista ...
... investors—representing corporate and public pension plans and/or non-profits. Participation was voluntary, and in all cases the individuals surveyed and/or interviewed were qualified to represent the investment activities, decisions and views of their organizations. ORCInternational provided assista ...
Franklin K2 Alternative Strategies Fund Fact Sheet
... the above target allocations are presented for illustrative purposes only, and should not be viewed as predictive of the ongoing composition of the fund's portfolio (and its managers), which may change at any time. Weightings as percentage of invested capital into fund managers (sub-advisors or co-m ...
... the above target allocations are presented for illustrative purposes only, and should not be viewed as predictive of the ongoing composition of the fund's portfolio (and its managers), which may change at any time. Weightings as percentage of invested capital into fund managers (sub-advisors or co-m ...
MANSFIELD TOWNSHIP BURLINGTON COUNTY RESOLUTION
... custodial agreement with an independent third party, which shall be a bank or financial institution in the State of New Jersey. Such institution shall provide for the designation of such investments in the name of the Township of Mansfield to assure that there is no unauthorized use of the funds or ...
... custodial agreement with an independent third party, which shall be a bank or financial institution in the State of New Jersey. Such institution shall provide for the designation of such investments in the name of the Township of Mansfield to assure that there is no unauthorized use of the funds or ...
THE ROLE OF INSTITUTIONAL INVESTORS IN FINANCIAL
... have difficulties to finance their restructuring and investment projects. Institutional investors, both domestic and foreign, can mitigate this problem by offering a third source of finance beside bank credits and retained earnings. Even more, institutional investors channel their funds in the most ...
... have difficulties to finance their restructuring and investment projects. Institutional investors, both domestic and foreign, can mitigate this problem by offering a third source of finance beside bank credits and retained earnings. Even more, institutional investors channel their funds in the most ...
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.