MFS MERIDIAN ® FUNDS ― EMERGING MARKETS DEBT LOCAL
... markets and legal, regulatory, and accounting systems, and greater political, social, and economic instability making them more volatile and less liquid than more developed markets. Derivatives Risk: Derivatives can be highly volatile and can involve leverage. Gains or losses from derivatives can be ...
... markets and legal, regulatory, and accounting systems, and greater political, social, and economic instability making them more volatile and less liquid than more developed markets. Derivatives Risk: Derivatives can be highly volatile and can involve leverage. Gains or losses from derivatives can be ...
Bank Investment in Other Financial Institution Debt
... These FAQs have been prepared and circulated for general information only and presents the author’s views of regulatory matters affecting banks and bank holding companies. These FAQs are not intended to and does not provide a recommendation with respect to any security. These FAQs do not take into a ...
... These FAQs have been prepared and circulated for general information only and presents the author’s views of regulatory matters affecting banks and bank holding companies. These FAQs are not intended to and does not provide a recommendation with respect to any security. These FAQs do not take into a ...
Traditional Investment Alternatives (cont`d)
... • Match potential investments with your goals in terms of several factors – Safety and risk • Minimizing the risk of loss (e.g., investing in blue-chip stocks) • Maximizing potential returns by assuming some risk ...
... • Match potential investments with your goals in terms of several factors – Safety and risk • Minimizing the risk of loss (e.g., investing in blue-chip stocks) • Maximizing potential returns by assuming some risk ...
What is foreign direct investment?
... * FOLLOW THE CUSTOMER: The growing presence abroad of service firms is a final example of defensive investments.Banking,advertising,legal,and accounting firms have typically followed their clients abroad.Their motivation is to counter efforts by other international and local service firms to steal t ...
... * FOLLOW THE CUSTOMER: The growing presence abroad of service firms is a final example of defensive investments.Banking,advertising,legal,and accounting firms have typically followed their clients abroad.Their motivation is to counter efforts by other international and local service firms to steal t ...
STANLIB Index Fund
... Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. An investment in the participations of a CIS in securities is not the same as ...
... Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. An investment in the participations of a CIS in securities is not the same as ...
Own a Business? Consider the Following
... Every business is unique. Plain and simple. But what’s not so plain and simple are the retirement plan options available to business owners and the rules that govern them. That world is filled with terms like nondiscrimination testing, interest crediting rate, non-elective contribution, and so on. B ...
... Every business is unique. Plain and simple. But what’s not so plain and simple are the retirement plan options available to business owners and the rules that govern them. That world is filled with terms like nondiscrimination testing, interest crediting rate, non-elective contribution, and so on. B ...
Working in partnership with financial intermediaries
... Our discretionary services Managed portfolio solutions Our risk rated models offer a fully transparent portfolio provided via a variety of marketleading platforms and wrappers. With six models, including an income option, there is a solution to suit most risk appetites. Portfolios will provide expo ...
... Our discretionary services Managed portfolio solutions Our risk rated models offer a fully transparent portfolio provided via a variety of marketleading platforms and wrappers. With six models, including an income option, there is a solution to suit most risk appetites. Portfolios will provide expo ...
The Best Solution for Protecting Retirement Portfolios: Put and Call
... of the more prevalent higher-cost products. The latter are almost always commission-based and typically offer more investment choices and complex product features. Still, investors need to ask themselves if the extra costs are worth it. An alternative way to utilize a GLWB is with a stand-alone liv ...
... of the more prevalent higher-cost products. The latter are almost always commission-based and typically offer more investment choices and complex product features. Still, investors need to ask themselves if the extra costs are worth it. An alternative way to utilize a GLWB is with a stand-alone liv ...
Practice Test
... The painting was not a security because there was no “common enterprise.” The investors did not pool funds or share profits with other investors. Nor did Love share in any profits earned on Stenger's paintings. Stenger v. R. H. Love Galleries, Inc., 741 F.2d 144 (7th Cir. 1984). 3. Fluor, an enginee ...
... The painting was not a security because there was no “common enterprise.” The investors did not pool funds or share profits with other investors. Nor did Love share in any profits earned on Stenger's paintings. Stenger v. R. H. Love Galleries, Inc., 741 F.2d 144 (7th Cir. 1984). 3. Fluor, an enginee ...
Tax essentials: How to keep more of what you earn
... Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackR ...
... Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackR ...
Presentation by the Delegation of Kosovo 1
... 5,967 benefit payouts amounting €6 million were paid out Account Statements sent to contributors annually Call services 20 Staff members Online account information ...
... 5,967 benefit payouts amounting €6 million were paid out Account Statements sent to contributors annually Call services 20 Staff members Online account information ...
View item 6c as RTF 564 KB
... leverages equity funding into early stage growth firms as they emerge from private accelerators, incubators and support programmes. This report provides an update on the Fund. ...
... leverages equity funding into early stage growth firms as they emerge from private accelerators, incubators and support programmes. This report provides an update on the Fund. ...
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... However, he adds: “We did not want to be locked into LDI strategies at low interest rates. We decided we would use LDI funds to cover 20% of the liabilities. In total half of the fund’s liabilities would be covered by corporate bonds and LDI funds.” Both the Cambridge Colleges’ scheme and manroland ...
... However, he adds: “We did not want to be locked into LDI strategies at low interest rates. We decided we would use LDI funds to cover 20% of the liabilities. In total half of the fund’s liabilities would be covered by corporate bonds and LDI funds.” Both the Cambridge Colleges’ scheme and manroland ...
Making Inroads: Chinese Infrastructure Investment in ASEAN and
... boosted by a number of major recent developments, the most high-profile being the establishment of the multilateral Asian Infrastructure Investment Bank (AIIB). China has also established various investment funds in recent years, such as the Silk Road Fund, and has injected additional capital into i ...
... boosted by a number of major recent developments, the most high-profile being the establishment of the multilateral Asian Infrastructure Investment Bank (AIIB). China has also established various investment funds in recent years, such as the Silk Road Fund, and has injected additional capital into i ...
THREADNEEDLE LAUNCHES NEW EMERGING MARKET CORPORATE BONDS STRATEGY
... stronger. This has driven the structural reduction of the risk premium associated with investing in external sovereign debt. This trend seems set to continue. As emerging market economies mature, the corporate bond market will develop further in order to finance the growing domestic consumer base. T ...
... stronger. This has driven the structural reduction of the risk premium associated with investing in external sovereign debt. This trend seems set to continue. As emerging market economies mature, the corporate bond market will develop further in order to finance the growing domestic consumer base. T ...
MBS Total Return Fund
... Performance data quoted represents past performance; past performance does not guarantee future results. 1.Performance with sales charge reflects the Class A shares maximum sales charge of 2.00%. The investment return and principal value of an investment will fluctuate so that an investor's shares, ...
... Performance data quoted represents past performance; past performance does not guarantee future results. 1.Performance with sales charge reflects the Class A shares maximum sales charge of 2.00%. The investment return and principal value of an investment will fluctuate so that an investor's shares, ...
File - Hallett Advisors
... Hallett & Associates, P.S. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or excluded from registration requirements. ...
... Hallett & Associates, P.S. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or excluded from registration requirements. ...
Importance and potential benefits of Sustainability Indicators
... To provide accountability in the operation of government programs with objectives relevant to sustainability. To provide feedback in order to promote learning about what works and what doesn’t. To measure the contribution of specific programs to national progress toward sustainability. ...
... To provide accountability in the operation of government programs with objectives relevant to sustainability. To provide feedback in order to promote learning about what works and what doesn’t. To measure the contribution of specific programs to national progress toward sustainability. ...
Weekly Market Commentary November 21, 2016
... 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. * Opinions expressed are subject to change without notice and are not intended as investment advic ...
... 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. * Opinions expressed are subject to change without notice and are not intended as investment advic ...
INVESTMENT POLICY The Kitsap Community Foundation (“the
... current market value, and summarizing values by asset class and within equities by economic sector. A statement of all purchases and sales (including matured or called fixed income securities) over the previous quarter. A statement of income received over the past quarter. A statement of realized ga ...
... current market value, and summarizing values by asset class and within equities by economic sector. A statement of all purchases and sales (including matured or called fixed income securities) over the previous quarter. A statement of income received over the past quarter. A statement of realized ga ...
November 16, 2009
... investment in hedge funds (long/short equity). Private equity increased. From June 2008 to June 2009, they decided to put less money in equity strategies and more into borrowing and implied borrowing. Long term performance remains healthy. The return on the UVIMCO Long Term Pool remains very favorab ...
... investment in hedge funds (long/short equity). Private equity increased. From June 2008 to June 2009, they decided to put less money in equity strategies and more into borrowing and implied borrowing. Long term performance remains healthy. The return on the UVIMCO Long Term Pool remains very favorab ...
Tax-Free Savings Accounts
... The United Financial brand of solutions are managed by CI Investments Inc. (“CI”). CI provides portfolio management and investment advisory services as a registered adviser under applicable securities legislation. This document is intended solely for information purposes. It is not a sales prospectu ...
... The United Financial brand of solutions are managed by CI Investments Inc. (“CI”). CI provides portfolio management and investment advisory services as a registered adviser under applicable securities legislation. This document is intended solely for information purposes. It is not a sales prospectu ...
MS Word - Securities Commission Malaysia
... APPLICATION FOR ESTABLISHMENT OF A NEW EXCHANGE-TRADED FUND The Capital Markets and Services Act 2007 and the Securities Commission guidelines governing collective investment schemes require person(s) submitting or cause to be submitted, any statement or information to the Commission to ensure that ...
... APPLICATION FOR ESTABLISHMENT OF A NEW EXCHANGE-TRADED FUND The Capital Markets and Services Act 2007 and the Securities Commission guidelines governing collective investment schemes require person(s) submitting or cause to be submitted, any statement or information to the Commission to ensure that ...
February 9, 2004
... Mr. Talarek distributed copies of the 4th quarter (October through December ) reports for fiscal year 2003, showing interest earned as follows in the General Fund: CD’s STAROHIO CUSTODIAL/EST 5/3 SAVINGS SWEEP Star J.C.P. U.S. Bank Bus. ...
... Mr. Talarek distributed copies of the 4th quarter (October through December ) reports for fiscal year 2003, showing interest earned as follows in the General Fund: CD’s STAROHIO CUSTODIAL/EST 5/3 SAVINGS SWEEP Star J.C.P. U.S. Bank Bus. ...
greek-investment-law_clustering
... with significant investor interest over the period 2003-2011 include chemicals, food & beverage, machinery and metal products. Key features The concentration of business in these areas favours the establishment of new businesses (Greenfield Investments) in Greece, and the investment cooperation of f ...
... with significant investor interest over the period 2003-2011 include chemicals, food & beverage, machinery and metal products. Key features The concentration of business in these areas favours the establishment of new businesses (Greenfield Investments) in Greece, and the investment cooperation of f ...
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.