2050 Retirement Strategy Fund
... The Retirement Strategy Funds’ underlying investments include international companies, which involve such risks as currency fluctuations, economic instability and political developments. The portfolios also invest some of their assets in small and midsize companies. Such investments increase the ris ...
... The Retirement Strategy Funds’ underlying investments include international companies, which involve such risks as currency fluctuations, economic instability and political developments. The portfolios also invest some of their assets in small and midsize companies. Such investments increase the ris ...
Investor profile questionnaire - Sun Life of Canada
... the long term I have a better chance of higher returns. Nevertheless, I do worry when the stock market drops significantly. (10) I am very comfortable with volatility and seek more aggressive investments, knowing that in the short term this strategy may result in declines in value, but in the long t ...
... the long term I have a better chance of higher returns. Nevertheless, I do worry when the stock market drops significantly. (10) I am very comfortable with volatility and seek more aggressive investments, knowing that in the short term this strategy may result in declines in value, but in the long t ...
Western Asset Corporate Bond Ladders 1-5 Years
... Fixed income securities are subject to interest rate and credit risk, which is a possibility that the issuer of a security will be unable to make interest payments and repay the principal on its debt. As interest rates rise, the price of fixed income securities falls. Foreign securities, where permi ...
... Fixed income securities are subject to interest rate and credit risk, which is a possibility that the issuer of a security will be unable to make interest payments and repay the principal on its debt. As interest rates rise, the price of fixed income securities falls. Foreign securities, where permi ...
SROI
... Social return on investment (SROI): SROI is a principles-based method for measuring extra-financial value (i.e., environmental and social value not currently reflected in conventional financial accounts) relative to resources invested. It can be used by any entity to evaluate impact on stakeholders, ...
... Social return on investment (SROI): SROI is a principles-based method for measuring extra-financial value (i.e., environmental and social value not currently reflected in conventional financial accounts) relative to resources invested. It can be used by any entity to evaluate impact on stakeholders, ...
4 mei 2017 AXA Investment Managers divests from
... -ENDSNotes to editors This specific policy on coal will be applied to all assets under management at AXA IM, excluding any funds in the index funds category and funds of funds category. It is also subject to specific local legal and regulatory requirements where such requirements are applicable. 1) ...
... -ENDSNotes to editors This specific policy on coal will be applied to all assets under management at AXA IM, excluding any funds in the index funds category and funds of funds category. It is also subject to specific local legal and regulatory requirements where such requirements are applicable. 1) ...
Bringing the Changes - Institute of Retirement Funds
... measurement as an essential IRF industry service (Member Survey) •2012 Strategy incorporated the planning and development of an IRF Research Platform to build industry and member knowledge resources •The development of the platform was launched by the President, Mr Zamani Letjane, at the 2012 Annual ...
... measurement as an essential IRF industry service (Member Survey) •2012 Strategy incorporated the planning and development of an IRF Research Platform to build industry and member knowledge resources •The development of the platform was launched by the President, Mr Zamani Letjane, at the 2012 Annual ...
S-Network Launches Suite of Responsible Indexes for Calvert
... Investment’s new indexes under the Calvert Responsible Index series. The suite includes: Calvert U.S. Large Cap Core Responsible Index (Ticker: CALCOR) Calvert U.S. Large Cap Growth Responsible Index (Ticker: CALGRO) Calvert U.S. Large Cap Value Responsible Index (Ticker: CALVAL) Calvert applies its ...
... Investment’s new indexes under the Calvert Responsible Index series. The suite includes: Calvert U.S. Large Cap Core Responsible Index (Ticker: CALCOR) Calvert U.S. Large Cap Growth Responsible Index (Ticker: CALGRO) Calvert U.S. Large Cap Value Responsible Index (Ticker: CALVAL) Calvert applies its ...
IFSL Brunsdon Investment Funds brochure
... With a mandate to target a return in excess of long-term equities, there will be a higher level of market participation than is usually seen in institutional mandates. The Adventurous mandate's asset allocation will therefore have a reduced core of diversified assets with an added allocation of a ba ...
... With a mandate to target a return in excess of long-term equities, there will be a higher level of market participation than is usually seen in institutional mandates. The Adventurous mandate's asset allocation will therefore have a reduced core of diversified assets with an added allocation of a ba ...
effas - Finmedia
... EFFAS represents more than 16,000 professionals in Equity-/Bond Research, Asset-/Portfolio Management and Investment Advice. ...
... EFFAS represents more than 16,000 professionals in Equity-/Bond Research, Asset-/Portfolio Management and Investment Advice. ...
Introduction to Hansa Investment Funds What is risk?
... factors, the risk cannot be generally defined • One can define and measure only the certain perceived component of the risk – be it credit quality, volatility, etc • Therefore, it is worthless to ask wheither any risk metric measures the risk, but one should ask: is the metric useful? ...
... factors, the risk cannot be generally defined • One can define and measure only the certain perceived component of the risk – be it credit quality, volatility, etc • Therefore, it is worthless to ask wheither any risk metric measures the risk, but one should ask: is the metric useful? ...
programme
... Technology innovation is leading to significant accelerated change throughout society. When the internet began to go mainstream in the mid 1990s, the White House set out to support it by establishing principles such as the “tax free internet.” What can regulators do to lead from the front to promote ...
... Technology innovation is leading to significant accelerated change throughout society. When the internet began to go mainstream in the mid 1990s, the White House set out to support it by establishing principles such as the “tax free internet.” What can regulators do to lead from the front to promote ...
TURKISH GOVERNMENT GRANTS CITIZENSHIP TO INVESTORS
... Green / Sustainable Bond of Turkey and the wider Central & Eastern Europe, Middle East, and Africa (CEEMEA) region last year, has won another prestigious award. IFR magazine published by Thomson Reuters honored TSKB with the 2016 ‘Sustainable Bond Award of the Year’. The recognition by IFR magazine ...
... Green / Sustainable Bond of Turkey and the wider Central & Eastern Europe, Middle East, and Africa (CEEMEA) region last year, has won another prestigious award. IFR magazine published by Thomson Reuters honored TSKB with the 2016 ‘Sustainable Bond Award of the Year’. The recognition by IFR magazine ...
Intangibles_non-tech_brief
... devote resources, be it on R&D or training or design. Thus we do not seek to survey whether companies think they have innovated, or plan to innovate or their attitude to innovation. Rather, we measure how much they are spending. To account for spending over and above than that measured by currently- ...
... devote resources, be it on R&D or training or design. Thus we do not seek to survey whether companies think they have innovated, or plan to innovate or their attitude to innovation. Rather, we measure how much they are spending. To account for spending over and above than that measured by currently- ...
Pakistan`s Investment Scenario and Capital Markets
... equity – debt ratio of 80:20 is too onerous. Assume that this pool of Rs.800 billions of investible equity available is leveraged in a way that the overall equity – debt ratio becomes 70:30. The total fixed investment by private sector will rise to Rs.1140 billion adding Rs.140 billion to total inv ...
... equity – debt ratio of 80:20 is too onerous. Assume that this pool of Rs.800 billions of investible equity available is leveraged in a way that the overall equity – debt ratio becomes 70:30. The total fixed investment by private sector will rise to Rs.1140 billion adding Rs.140 billion to total inv ...
Trust Company Advisor CTF R1 – 20bps R2
... Experience: CTFs have been included in retirement plans, including participant directed plans, for many years. Participant Advice: CTFs also lend themselves easily to advice solutions. ...
... Experience: CTFs have been included in retirement plans, including participant directed plans, for many years. Participant Advice: CTFs also lend themselves easily to advice solutions. ...
FINANCIAL PLANN ING PRACTICE N OV 2011 SOLUTIO NS
... i. An annuity – the policy holder buys a lump sum with the option to get regular amounts for over a period. Since Mercy is currently providing for her daughter, the annuity can be determined to start giving the regular sum at the attainment of a certain age. ii. Comparison of annuity and endowment. ...
... i. An annuity – the policy holder buys a lump sum with the option to get regular amounts for over a period. Since Mercy is currently providing for her daughter, the annuity can be determined to start giving the regular sum at the attainment of a certain age. ii. Comparison of annuity and endowment. ...
JP Morgan Diversified Mid Cap Value Fund – Class A merges into
... owned immediately prior to the merger. Investing involves market risks, including possible loss of principal. Some mutual funds may impose a short-term trade fee and be subject to trade restrictions. Please be assured that no action is required of you as a result of this change. You can learn more a ...
... owned immediately prior to the merger. Investing involves market risks, including possible loss of principal. Some mutual funds may impose a short-term trade fee and be subject to trade restrictions. Please be assured that no action is required of you as a result of this change. You can learn more a ...
Techonomics - Edward Jones
... It is the policy of Edward Jones that analysts or their associates are not permitted to have an ownership position in the companies they follow directly or through derivatives. Analysts are not compensated based upon investment banking services transactions or activities. This publication is for inf ...
... It is the policy of Edward Jones that analysts or their associates are not permitted to have an ownership position in the companies they follow directly or through derivatives. Analysts are not compensated based upon investment banking services transactions or activities. This publication is for inf ...
Staying Ahead of the Curve: Nine Hot Trends for Defined
... trillion of that total and it is expected to be an area of continued growth year-over-year. The shift to defined contribution plans as a primary retirement vehicle has already occurred in the corporate and tax-exempt marketplaces. This trend is carrying over to the governmental marketplace, as well. ...
... trillion of that total and it is expected to be an area of continued growth year-over-year. The shift to defined contribution plans as a primary retirement vehicle has already occurred in the corporate and tax-exempt marketplaces. This trend is carrying over to the governmental marketplace, as well. ...
Schroder Singapore Trust A Distribution Share Class June 2016
... been adjusted from launch date to 24 Oct 1999. ...
... been adjusted from launch date to 24 Oct 1999. ...
ECOWAS - Investment Policy and Promotion
... putting in place measures addressing unlawful expropriation, protection against internationally recognized arbitrary actions or payment transfers, and currency convertibility. Increasing investment protection by promoting best practices in tracking and resolving key regulatory implementation issue ...
... putting in place measures addressing unlawful expropriation, protection against internationally recognized arbitrary actions or payment transfers, and currency convertibility. Increasing investment protection by promoting best practices in tracking and resolving key regulatory implementation issue ...
Facts about the Danish Climate Investment Fund
... Facts about the Danish Climate Investment Fund The Danish state, IFU and a number of institutional investors have established the Danish Climate Investment Fund with the purpose of contributing to reducing global warming and promoting Danish climate technology through investments on commercial terms ...
... Facts about the Danish Climate Investment Fund The Danish state, IFU and a number of institutional investors have established the Danish Climate Investment Fund with the purpose of contributing to reducing global warming and promoting Danish climate technology through investments on commercial terms ...
fossil fuels - The Methodist Church in Britain
... The future demand for fossil fuels The Joint Advisory Committee on the Ethics of Investment (JACEI) has been actively engaged in the growing debate around investment in companies involved in the extraction and use of fossil fuels. 1.3 billion people, or 18% of the world’s population, do not currentl ...
... The future demand for fossil fuels The Joint Advisory Committee on the Ethics of Investment (JACEI) has been actively engaged in the growing debate around investment in companies involved in the extraction and use of fossil fuels. 1.3 billion people, or 18% of the world’s population, do not currentl ...
Nuveen High Yield Municipal Bond Fund
... circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. For the period ended June 30, 2017, Morningstar rated this Fund's I and A shares, ...
... circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. For the period ended June 30, 2017, Morningstar rated this Fund's I and A shares, ...
Management 5187 - Baylor University
... source for electricity production. However, several executives think that a wind farm venture would offer valuable diversification benefits. Other executives believe they could exploit the company’s downstream customer channels to efficiently market wind-produced electricity. The Vice President of s ...
... source for electricity production. However, several executives think that a wind farm venture would offer valuable diversification benefits. Other executives believe they could exploit the company’s downstream customer channels to efficiently market wind-produced electricity. The Vice President of s ...
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.