Western Asset Premier Bond Fund Recommends
... annual meeting may be set for any date within the timeframes permitted by any national securities exchange on which the fund’s shares principally trade. This amendment did not require shareholder approval. The date of the fund’s 2014 annual meeting has not yet been set. Western Asset Premier Bond Fu ...
... annual meeting may be set for any date within the timeframes permitted by any national securities exchange on which the fund’s shares principally trade. This amendment did not require shareholder approval. The date of the fund’s 2014 annual meeting has not yet been set. Western Asset Premier Bond Fu ...
Choices to Address Foreign Currency Exposure
... First, various established currency trading strategies have tended to produce returns, which can be proxied by style or risk factors and have the nature of beta returns. Many academic and professional studies support the notion that various types of currency trading strategies have been quite profit ...
... First, various established currency trading strategies have tended to produce returns, which can be proxied by style or risk factors and have the nature of beta returns. Many academic and professional studies support the notion that various types of currency trading strategies have been quite profit ...
Deactivating Active Share
... replicate Table 5 from Petajisto (2013) and report net of fee annualized performance of the five mutual fund portfolios highlighted in Cremers and Petajisto (2009) and Petajisto (2013) over the period 1990-2009. The portfolios are based on a two-way sort on Active Share and on the tracking error, us ...
... replicate Table 5 from Petajisto (2013) and report net of fee annualized performance of the five mutual fund portfolios highlighted in Cremers and Petajisto (2009) and Petajisto (2013) over the period 1990-2009. The portfolios are based on a two-way sort on Active Share and on the tracking error, us ...
Hereford-Funds-Semi-Annual-report-31.03.2014 1
... UNAUDITED SEMI-ANNUAL REPORT As of 31 March 2014 ...
... UNAUDITED SEMI-ANNUAL REPORT As of 31 March 2014 ...
I. Executive Summary
... II. Factual Background and Claims of the Investor Due to increased energy demands in the 1980s, Turkey had sought to liberalise its energy sector and attract foreign investment. For this purpose, it passed legislation that offered companies Build-Operate-Transfer (BOT) contracts whereby companies w ...
... II. Factual Background and Claims of the Investor Due to increased energy demands in the 1980s, Turkey had sought to liberalise its energy sector and attract foreign investment. For this purpose, it passed legislation that offered companies Build-Operate-Transfer (BOT) contracts whereby companies w ...
A Cross-sectional Analysis Of Malaysian Unit Trust Fund Expense
... funds with higher portfolio turnover are associated with higher expense ratios. The authors find no evidence that a fund’s expense ratio is related to the fund’s risk level and investment objective. In a related study, Berkowitz and Kotowitz (2004) examine the relation between fees charged by mutual ...
... funds with higher portfolio turnover are associated with higher expense ratios. The authors find no evidence that a fund’s expense ratio is related to the fund’s risk level and investment objective. In a related study, Berkowitz and Kotowitz (2004) examine the relation between fees charged by mutual ...
SECURITIES AND EXCHANGE COMMISSION Washington, D.C.
... (b) Each of the Reporting Persons and Covered Persons has the sole power to vote or direct the vote and sole power to dispose or to direct the disposition of the Securities reported for it, either for its own benefit or for the benefit of its investment clients or its partners, as the case may be, e ...
... (b) Each of the Reporting Persons and Covered Persons has the sole power to vote or direct the vote and sole power to dispose or to direct the disposition of the Securities reported for it, either for its own benefit or for the benefit of its investment clients or its partners, as the case may be, e ...
Chapter10
... The residual income approach encourages managers to make profitable investments that would be rejected under the ROI approach. EXAMPLE: Marsh Company’s Division A has an opportunity to make an investment of $250,000 that would generate a return of 16% on invested assets (i.e., $40,000 per year). Thi ...
... The residual income approach encourages managers to make profitable investments that would be rejected under the ROI approach. EXAMPLE: Marsh Company’s Division A has an opportunity to make an investment of $250,000 that would generate a return of 16% on invested assets (i.e., $40,000 per year). Thi ...
The SWOT analysis of Wanda Commercial properties
... examining blueprints and he will contrast the map to revise the drawings until he is satisfied with it. He has not been involved in any scandals. Team From planning to buy land for construction, Wanda’s project cycle is in 18 to 24 months. Wanda had never been postponed the project or exceed the b ...
... examining blueprints and he will contrast the map to revise the drawings until he is satisfied with it. He has not been involved in any scandals. Team From planning to buy land for construction, Wanda’s project cycle is in 18 to 24 months. Wanda had never been postponed the project or exceed the b ...
Is Intellectual Property "Investment"? Eli Lilly v. Canada and the
... from the same host country. No determination of intellectual property as an “investment” is per se neutral; both domestic firms and other foreign firms will be affected by any resulting welfare loss. For example, foreign generic pharmaceutical companies that have invested in the Canadian market argu ...
... from the same host country. No determination of intellectual property as an “investment” is per se neutral; both domestic firms and other foreign firms will be affected by any resulting welfare loss. For example, foreign generic pharmaceutical companies that have invested in the Canadian market argu ...
IOSR Journal of Business and Management (IOSR-JBM)
... Alani’s (2006) study is on the effect of government fiscal deficit on private investment in Japan where deficit is financed by government issuing of bonds. The period of study is 1998-2006 and reports that government fiscal deficit financed by bonds does not crowd-out private investment in Japan. Th ...
... Alani’s (2006) study is on the effect of government fiscal deficit on private investment in Japan where deficit is financed by government issuing of bonds. The period of study is 1998-2006 and reports that government fiscal deficit financed by bonds does not crowd-out private investment in Japan. Th ...
Enrollment Application
... financial institution, that shows the interest paid as of the redemption date. F. ...
... financial institution, that shows the interest paid as of the redemption date. F. ...
Sparinvest White paper - Risk Containment in Emerging Markets
... With IMF predictions indicating that they will have a 50% share of world GDP by 2020, the „topdown‟ economic argument for investment exposure to emerging markets is compelling. At the same time, with growth in mature markets becoming as rare as hens‟ teeth, demand for emerging markets securities is ...
... With IMF predictions indicating that they will have a 50% share of world GDP by 2020, the „topdown‟ economic argument for investment exposure to emerging markets is compelling. At the same time, with growth in mature markets becoming as rare as hens‟ teeth, demand for emerging markets securities is ...
europe - Veille info tourisme
... depreciation of the euro were factors that underpinned recovery throughout 2015. Although economic growth continued, it was too weak to have a decisive impact on inflation, pushing the European Central Bank to step up its support in December. ...
... depreciation of the euro were factors that underpinned recovery throughout 2015. Although economic growth continued, it was too weak to have a decisive impact on inflation, pushing the European Central Bank to step up its support in December. ...
Gundlach: Trump Should be Commended
... Gundlach noted that he has reduced the leverage in both funds over the course of the year. Gundlach was asked whether the leverage in the funds constituted a “reach for yield.” He said it was an attempt to increase yield while also increasing risk. But it is “not a reach for yield,” he said, because ...
... Gundlach noted that he has reduced the leverage in both funds over the course of the year. Gundlach was asked whether the leverage in the funds constituted a “reach for yield.” He said it was an attempt to increase yield while also increasing risk. But it is “not a reach for yield,” he said, because ...
Generating Earned Income (Foundation Building Best Practice Study)
... black colleagues will be mutually beneficial. Black managers are afforded opportunities denied them in the past and new doors are opened for the company to markets previously ignored by or closed to them. KTI seeks an active role in managing its investments, but prefers to sit in constellations wher ...
... black colleagues will be mutually beneficial. Black managers are afforded opportunities denied them in the past and new doors are opened for the company to markets previously ignored by or closed to them. KTI seeks an active role in managing its investments, but prefers to sit in constellations wher ...
THE QUEST FOR POLICY SPACE IN A NEW
... Quest for Policy Space in New-Generation International Investment Agreements ...
... Quest for Policy Space in New-Generation International Investment Agreements ...
Inverse Bank Run, Output, and Welfare Distribution
... impact of a Sudden Stop. Moreover, because incomplete capital markets might give rise to pecuniary externalities, market outcomes could be Paretodominated by government intervention (e.g., controls on capital inflows; see Mendoza, 2010; Bianchi, 2011; Korinek, 2011). This body of literature further ...
... impact of a Sudden Stop. Moreover, because incomplete capital markets might give rise to pecuniary externalities, market outcomes could be Paretodominated by government intervention (e.g., controls on capital inflows; see Mendoza, 2010; Bianchi, 2011; Korinek, 2011). This body of literature further ...
Sound Practice Guidelines
... specifically in the risk warnings section. Where a price of an asset can only be ...
... specifically in the risk warnings section. Where a price of an asset can only be ...
NBER WORKING PAPER SERIES INDIVIDUAL INVESTOR MUTUAL-FUND FLOWS Zoran Ivkovich Scott Weisbenner
... motivation. In the U.S., capital gains are taxed on a realization basis, which provides investors with an incentive to hold on to mutual fund shares whose net asset value per share (NAV) have appreciated since purchase (thus delaying the payment of taxes) and redeem mutual fund shares whose NAV have ...
... motivation. In the U.S., capital gains are taxed on a realization basis, which provides investors with an incentive to hold on to mutual fund shares whose net asset value per share (NAV) have appreciated since purchase (thus delaying the payment of taxes) and redeem mutual fund shares whose NAV have ...
karamoja investment profile - Uganda Investment Authority
... • Given the single rainy season in the area which cannot sufficiently sustain agriculture, the need to develop small scale irrigation schemes around Manyattas using windmill/solar driven boreholes is insurmountable. Installation and maintenance of windmill, solar and or gravity flow driven irrigati ...
... • Given the single rainy season in the area which cannot sufficiently sustain agriculture, the need to develop small scale irrigation schemes around Manyattas using windmill/solar driven boreholes is insurmountable. Installation and maintenance of windmill, solar and or gravity flow driven irrigati ...
venture capital pre-investment decision making process
... in the decision process by analyzing external and internal information provided by the investee (contractual agreement, internal reports, press release). The third approach was an interview with executives and investment analysts of VC firms. The study reveals that decision making process and criter ...
... in the decision process by analyzing external and internal information provided by the investee (contractual agreement, internal reports, press release). The third approach was an interview with executives and investment analysts of VC firms. The study reveals that decision making process and criter ...
Document
... Source: © Stocks, Bonds, Bills, and Inflation 2003 Yearbook™, Ibbotson Associates, Inc., Chicago (annually updates work by Roger G. Ibbotson and Rex A. Sinquefield). All rights reserved. McGraw-Hill/Irwin Corporate Finance, 7/e ...
... Source: © Stocks, Bonds, Bills, and Inflation 2003 Yearbook™, Ibbotson Associates, Inc., Chicago (annually updates work by Roger G. Ibbotson and Rex A. Sinquefield). All rights reserved. McGraw-Hill/Irwin Corporate Finance, 7/e ...
PDF
... Virtually every BIT includes a provision that protects the foreign investor from “home country bias;” that the foreign investor be treated no different than a domestic firm. All else being equal, preference for “home goods” is usually a part of the decision maker’s utility function, Aharanovitz (200 ...
... Virtually every BIT includes a provision that protects the foreign investor from “home country bias;” that the foreign investor be treated no different than a domestic firm. All else being equal, preference for “home goods” is usually a part of the decision maker’s utility function, Aharanovitz (200 ...
ch15 - U of L Class Index
... • E.g., a stock you bought for $33 now trades for $48 and you want to protect the profits at $45 – If the stock retreats to $45, you lock in the profit if you place a stop order – If the stock continues to increase, you can use a crawling stop to increase the stop price ...
... • E.g., a stock you bought for $33 now trades for $48 and you want to protect the profits at $45 – If the stock retreats to $45, you lock in the profit if you place a stop order – If the stock continues to increase, you can use a crawling stop to increase the stop price ...
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.