2013 Three Rivers Financial Forum
... Proposed changes will continue to progress in 2013 and cause uncertainty and concern among traditional investors in these instruments Options for reform being considered include: Floating net asset value (NAV) Capital buffers funded by the mutual fund families Redemption restrictions Percentag ...
... Proposed changes will continue to progress in 2013 and cause uncertainty and concern among traditional investors in these instruments Options for reform being considered include: Floating net asset value (NAV) Capital buffers funded by the mutual fund families Redemption restrictions Percentag ...
cash sweep programs
... * T he deposit insurance coverage limits refer to the total of all deposits that an account holder has in the same ownership categories at each FDIC-insured institution. Visit fdic.gov for more information. R aymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated ...
... * T he deposit insurance coverage limits refer to the total of all deposits that an account holder has in the same ownership categories at each FDIC-insured institution. Visit fdic.gov for more information. R aymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated ...
Click to download IMVA Opportunity November 2014
... (f) Share Class A is tax transparent in Germany and has been granted Reporting Status by HMRC as of 31 January 2014. This document is for information purposes and internal use only. It is neither an advice nor a recommendation to enter into any investment. Investment suitability must be determined i ...
... (f) Share Class A is tax transparent in Germany and has been granted Reporting Status by HMRC as of 31 January 2014. This document is for information purposes and internal use only. It is neither an advice nor a recommendation to enter into any investment. Investment suitability must be determined i ...
Professional Letter
... this option will no longer be available beginning January 1, 2008. Please visit the UNC ORP website at www.tiaa-cref.org/uncorp or call 800-842-2776, Monday through Friday, from 8 a.m. to 10 p.m. (ET) and Saturday from 9 a.m. to 6 p.m. (ET), to direct your future contributions among the remaining av ...
... this option will no longer be available beginning January 1, 2008. Please visit the UNC ORP website at www.tiaa-cref.org/uncorp or call 800-842-2776, Monday through Friday, from 8 a.m. to 10 p.m. (ET) and Saturday from 9 a.m. to 6 p.m. (ET), to direct your future contributions among the remaining av ...
M&B-Ch.3
... M2 = M1 + savings deposits + small–denomination time deposits + money market deposit accounts + Money market mutual fund shares. Saving deposits are non-transactions deposits that can be added to or taken out at any time. Small–denomination time deposits are certificates of deposit (CDs) with a deno ...
... M2 = M1 + savings deposits + small–denomination time deposits + money market deposit accounts + Money market mutual fund shares. Saving deposits are non-transactions deposits that can be added to or taken out at any time. Small–denomination time deposits are certificates of deposit (CDs) with a deno ...
OLD MUTUAL FIXED INTEREST TRACKER LIFE FUND
... or implied, is made as to their accuracy, completeness or correctness. The opinions expressed herein are not intended to serve as authoritative investment advice and should not be used in substitution for the exercise of own judgement. The price of shares/units and any income from them may fall as w ...
... or implied, is made as to their accuracy, completeness or correctness. The opinions expressed herein are not intended to serve as authoritative investment advice and should not be used in substitution for the exercise of own judgement. The price of shares/units and any income from them may fall as w ...
Vilar Gave Select Access to IPOs
... Mr. Vilar, whose lawyer has denied the allegations, and Mr. Tanaka, whose lawyer couldn't be reached, are scheduled to appear at bail hearings today. The SEC has reviewed Amerindo's IPO practices on several occasions over the years, say people familiar with the matter. The Amerindo IPO policies wer ...
... Mr. Vilar, whose lawyer has denied the allegations, and Mr. Tanaka, whose lawyer couldn't be reached, are scheduled to appear at bail hearings today. The SEC has reviewed Amerindo's IPO practices on several occasions over the years, say people familiar with the matter. The Amerindo IPO policies wer ...
Mutual funds and our capital market
... investment securities (stocks, bonds, short-term money market instruments, other mutual funds, other securities, and/or commodities such as precious metals). The mutual fund will have a fund manager that trades (buys and sells) the fund's investments in accordance with the fund's investment objectiv ...
... investment securities (stocks, bonds, short-term money market instruments, other mutual funds, other securities, and/or commodities such as precious metals). The mutual fund will have a fund manager that trades (buys and sells) the fund's investments in accordance with the fund's investment objectiv ...
University Maintenance and Repair fund codes generally begin with
... California State University, San Bernardino (University) funds come from a variety of sources and are accounted for separately. Among the major sources are: state funds, student fees, trust and selfsupporting funds (Continuing Education, Parking Services, Student Housing, Student Health Center etc.) ...
... California State University, San Bernardino (University) funds come from a variety of sources and are accounted for separately. Among the major sources are: state funds, student fees, trust and selfsupporting funds (Continuing Education, Parking Services, Student Housing, Student Health Center etc.) ...
3-09-00 Recapture and Reallocation of Local WIA Formula Funds
... 127, 132 and 133. The formula is meant to address the needs of States and Local Area in serving target populations identified under WIA. While the demand for resources traditionally exceeds what is available, WIA funding levels continue to decline or are subject to recapture because of the apparent ...
... 127, 132 and 133. The formula is meant to address the needs of States and Local Area in serving target populations identified under WIA. While the demand for resources traditionally exceeds what is available, WIA funding levels continue to decline or are subject to recapture because of the apparent ...
When Selecting Stocks, He Knows No Boundaries
... breathing challenges are common, it's best to have a medical team along. “We feel that it's essential that we see these projects and get to know both the executives and the employees, including local people,” Mr. Gissen said of his trek up the South American mountain range. “You're not comfortable. ...
... breathing challenges are common, it's best to have a medical team along. “We feel that it's essential that we see these projects and get to know both the executives and the employees, including local people,” Mr. Gissen said of his trek up the South American mountain range. “You're not comfortable. ...
Current Trends and Issues in Financial Planning
... Risks of Income Trusts Lack of ongoing capital investment Volatility of commodity markets Changing interest rates Lower financial leverage Payout ratio – should be less than 100% Lack of diversification – trusts with few customers or located in a single ...
... Risks of Income Trusts Lack of ongoing capital investment Volatility of commodity markets Changing interest rates Lower financial leverage Payout ratio – should be less than 100% Lack of diversification – trusts with few customers or located in a single ...
Investment Bond Option B
... be added from time-to-time. * This charge is based on the value of the funds your policy is invested in. The annual fund charge is made up of: (1) a fund management charge which is deducted daily from the unit price of the fund(s) and (2) a unit charge which is taken monthly by deduction of uni ...
... be added from time-to-time. * This charge is based on the value of the funds your policy is invested in. The annual fund charge is made up of: (1) a fund management charge which is deducted daily from the unit price of the fund(s) and (2) a unit charge which is taken monthly by deduction of uni ...
Alternatives Special Report
... like global macro and multi-strategy funds which typically allocate across asset classes and regions. Fees are another oft-cited headwind. During the past several years, investors have scrutinized fund fees given low returns combined with the adoption of better analytical tools such as factor analys ...
... like global macro and multi-strategy funds which typically allocate across asset classes and regions. Fees are another oft-cited headwind. During the past several years, investors have scrutinized fund fees given low returns combined with the adoption of better analytical tools such as factor analys ...
foundation market-based investment funds
... 5.1% and the MSCI Emerging Markets Index decreased 1.6%. Value stocks held up better than growth names with the Russell 1000 Value Index returned 12.3%, while the Russell 1000 Growth Index returned 9.5%. Fixed Income markets posted small gains or slight losses during the first quarter as interest ra ...
... 5.1% and the MSCI Emerging Markets Index decreased 1.6%. Value stocks held up better than growth names with the Russell 1000 Value Index returned 12.3%, while the Russell 1000 Growth Index returned 9.5%. Fixed Income markets posted small gains or slight losses during the first quarter as interest ra ...
Investment Methodology and the Batting Average
... Average size (total market value) of the companies in which the fund is invested (expressed in millions) Cash i.e. Treasury Bills, CDs, money markets Bond Debt obligations, similar to loans Equity Typically common stock, representing ownership in companies Manager Tenure (MgrTen) Number of years cur ...
... Average size (total market value) of the companies in which the fund is invested (expressed in millions) Cash i.e. Treasury Bills, CDs, money markets Bond Debt obligations, similar to loans Equity Typically common stock, representing ownership in companies Manager Tenure (MgrTen) Number of years cur ...
Fact Sheet - Franklin Templeton Investments
... 199205211E. This document is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The value of investments and the income from them can ...
... 199205211E. This document is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The value of investments and the income from them can ...
Fund Performance - 13D Activist Fund
... 1.76% for A Class and 2.51% for C Class. For current performance information, please visit www.13DActivistFund.com or call toll-free 1-877- 413-3228. Mutual Fund investing involves risk including loss of principal. Overall stock market risks will affect the value of individual instruments in which t ...
... 1.76% for A Class and 2.51% for C Class. For current performance information, please visit www.13DActivistFund.com or call toll-free 1-877- 413-3228. Mutual Fund investing involves risk including loss of principal. Overall stock market risks will affect the value of individual instruments in which t ...
The Quantitative, Data-Based, Risk
... about the future of hedge funds. A hedge fund is nothing more than a private, largely unregulated pool of capital that can buy stocks, sell stocks or do just about anything else. It is Asness's essential belief that hedge funds -- or, rather, some hedge funds -- are doing things that are genuinely u ...
... about the future of hedge funds. A hedge fund is nothing more than a private, largely unregulated pool of capital that can buy stocks, sell stocks or do just about anything else. It is Asness's essential belief that hedge funds -- or, rather, some hedge funds -- are doing things that are genuinely u ...
Callable Class, Series 2: Payout Scenarios #3
... “Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Corporation Limited used under license. ...
... “Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Corporation Limited used under license. ...
Media Release
... compared to the first half of last year. A policy is surrendered when the policyholder stops paying premiums and withdraws the reduced fund value before maturity. Joubert explains that this does not necessarily mean that more policies surrendered, but rather that the value of surrendered policies co ...
... compared to the first half of last year. A policy is surrendered when the policyholder stops paying premiums and withdraws the reduced fund value before maturity. Joubert explains that this does not necessarily mean that more policies surrendered, but rather that the value of surrendered policies co ...
Key Investor Information This document provides you
... This document provides you with key investor information about this fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of this fund. You are advised to read it so you can make an informed decision about whether to invest. ANIMA Smar ...
... This document provides you with key investor information about this fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of this fund. You are advised to read it so you can make an informed decision about whether to invest. ANIMA Smar ...
For investors who prefer a simple and accessible approach to
... and combining various asset types to achieve your goals. That makes them a great choice for investors who seek a simple and accessible approach to investing. Offering built-in diversification, the Funds can instantly provide an appropriate balance of risk and potential reward. They invest in a globa ...
... and combining various asset types to achieve your goals. That makes them a great choice for investors who seek a simple and accessible approach to investing. Offering built-in diversification, the Funds can instantly provide an appropriate balance of risk and potential reward. They invest in a globa ...