The Long-Run Performance of German Stock Mutual Funds
... Of the 18 funds in our sample Deka-Fonds could increase its market share most between 1972 and 1998, Fondra suffered the largest loss in market share. By 1998 three more large funds existed in our sample, DIT, Thesaurus, and Ring-Aktienfonds DWS. Five of the included funds were extremely small throu ...
... Of the 18 funds in our sample Deka-Fonds could increase its market share most between 1972 and 1998, Fondra suffered the largest loss in market share. By 1998 three more large funds existed in our sample, DIT, Thesaurus, and Ring-Aktienfonds DWS. Five of the included funds were extremely small throu ...
GENERAL Retirement Plan Enrollment Form *088004*
... that these fees may change in the future and that funds may be added or terminated. I understand that if any of the funds I select in the FRS Investment Plan are terminated in the future, I will be able to move my assets into other investment funds prior to termination. Otherwise, my assets in the t ...
... that these fees may change in the future and that funds may be added or terminated. I understand that if any of the funds I select in the FRS Investment Plan are terminated in the future, I will be able to move my assets into other investment funds prior to termination. Otherwise, my assets in the t ...
Supplement - Causeway Capital Management
... The Fund invests primarily in common stocks of companies in developed countries located outside the United States and of companies in the United States. Normally, the Fund invests the majority of its total assets in companies that pay dividends or otherwise seek to return capital to shareholders, su ...
... The Fund invests primarily in common stocks of companies in developed countries located outside the United States and of companies in the United States. Normally, the Fund invests the majority of its total assets in companies that pay dividends or otherwise seek to return capital to shareholders, su ...
Hedge funds have attracted significant capital inflows in the last few
... Data sources: Bloomberg and RMF Investment Management. Return annualised is the geometric average return annualised. Volatility annualised is the annualised standard deviation. Downside deviation is the sum of squared differences between Libor 3mth USD and the hedge fund return when the hedge fu ...
... Data sources: Bloomberg and RMF Investment Management. Return annualised is the geometric average return annualised. Volatility annualised is the annualised standard deviation. Downside deviation is the sum of squared differences between Libor 3mth USD and the hedge fund return when the hedge fu ...
Why Hedge Funds? - CFA Institute Publications
... was a major factor in the popularization of funds of hedge funds among institutional investors. Hedge fund diversification can be an expensive proposition. According to the most recent Lipper Hedge Fund Database (TASS), a typical US dollar–denominated hedge fund requires a minimum investment of half ...
... was a major factor in the popularization of funds of hedge funds among institutional investors. Hedge fund diversification can be an expensive proposition. According to the most recent Lipper Hedge Fund Database (TASS), a typical US dollar–denominated hedge fund requires a minimum investment of half ...
Mirae Asset Trigger Investment Plan (TRIP)
... Suppose you prefer to invest in a mutual fund when markets are at specic levels, you would need to keep track of markets and invest on the day markets reach their desired level. With the TRIP facility, you need not keep track of market movements. You can simply set four trigger levels to switch the ...
... Suppose you prefer to invest in a mutual fund when markets are at specic levels, you would need to keep track of markets and invest on the day markets reach their desired level. With the TRIP facility, you need not keep track of market movements. You can simply set four trigger levels to switch the ...
Mutual Fund Performance: Luck or Skill?
... inappropriate for answering the question posed, about whether superior mutual fund performance is due to skill or luck. Simply, investment professionals are not permitted to select the portfolios submitted by readers. Hence, the WSJ contest is really luck vs. the uninformed, not luck vs. skill. Thei ...
... inappropriate for answering the question posed, about whether superior mutual fund performance is due to skill or luck. Simply, investment professionals are not permitted to select the portfolios submitted by readers. Hence, the WSJ contest is really luck vs. the uninformed, not luck vs. skill. Thei ...
KKR Investment Funds May Invest in
... other KKR funds and KKR investments as part of their investment objectives. Initially, these funds may invest up to approximately $100 million in KPE’s common units, which amount may change over time. Purchases and sales of KPE’s common units are expected to be made through open market transactions ...
... other KKR funds and KKR investments as part of their investment objectives. Initially, these funds may invest up to approximately $100 million in KPE’s common units, which amount may change over time. Purchases and sales of KPE’s common units are expected to be made through open market transactions ...
Western Asset Premier Bond Fund Recommends
... In addition, the Board of Trustees of the fund has amended the fund’s bylaws to clarify that the fund’s 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 ...
... In addition, the Board of Trustees of the fund has amended the fund’s bylaws to clarify that the fund’s 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 ...
Form AUT - CORE
... I declare that, to the best of my knowledge and belief, having made due enquiry, the information given in this form, the supplements and documents attached, as well as any applicable supporting documents, is complete and correct. I understand that it is an offence under Article 66 of the Regulatory ...
... I declare that, to the best of my knowledge and belief, having made due enquiry, the information given in this form, the supplements and documents attached, as well as any applicable supporting documents, is complete and correct. I understand that it is an offence under Article 66 of the Regulatory ...
Baltic Property Fund Quarterly Report April - June 2016
... demand in the market. A slight growth in rental rates and minor decrease in vacancy were observed in 2Q 2016. Total known investment volume in Estonia for the period JanMay 2016 amounted to EUR 180m. The most notable deals in 2Q 2016 included the sales of a newly-constructed Decora Maja DIY store in ...
... demand in the market. A slight growth in rental rates and minor decrease in vacancy were observed in 2Q 2016. Total known investment volume in Estonia for the period JanMay 2016 amounted to EUR 180m. The most notable deals in 2Q 2016 included the sales of a newly-constructed Decora Maja DIY store in ...
Important Information about Hedge Funds
... Important Information about Hedge Funds, continued. other investment techniques. Managers of hedge funds only need to be registered as investment advisers if they meet certain assets under management thresholds. Offerings of interests in hedge funds are not required to be registered under the Secur ...
... Important Information about Hedge Funds, continued. other investment techniques. Managers of hedge funds only need to be registered as investment advisers if they meet certain assets under management thresholds. Offerings of interests in hedge funds are not required to be registered under the Secur ...
Target Date Funds FRED REISH, ESQ.
... To consider the investor’s risk tolerance, personal circumstances, and complete financial situation. ...
... To consider the investor’s risk tolerance, personal circumstances, and complete financial situation. ...
Specific Investment Policy and Procedures – Restricted and
... management of risk or to facilitate an economical substitution for a direct investment. Under no circumstances will derivatives be used to create leveraging of the portfolios. Asset-backed commercial paper is considered a prohibited investment. 3.01 Return Objectives / Expectations The portfolios ar ...
... management of risk or to facilitate an economical substitution for a direct investment. Under no circumstances will derivatives be used to create leveraging of the portfolios. Asset-backed commercial paper is considered a prohibited investment. 3.01 Return Objectives / Expectations The portfolios ar ...
2005 WSJ Article List
... “Delta and Northwest Are Poised To File for Bankruptcy Protection” (A1) – Good illustration of bankruptcy process under Chapter 11 and outlining role of creditors and investors in the process, obviously relevant to credit risk we discuss later this semester “Capstone Helps Small Businesses Grow” (B3 ...
... “Delta and Northwest Are Poised To File for Bankruptcy Protection” (A1) – Good illustration of bankruptcy process under Chapter 11 and outlining role of creditors and investors in the process, obviously relevant to credit risk we discuss later this semester “Capstone Helps Small Businesses Grow” (B3 ...
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. ...
Mutal Funds - BYU Personal Finance
... • Money market mutual funds • Money market mutual funds are funds which invest the majority of their assets in short-term liquid financial instruments such as commercial paper and government treasury bills • Their goal is to obtain a higher return, after fees and expenses, than traditional bank savi ...
... • Money market mutual funds • Money market mutual funds are funds which invest the majority of their assets in short-term liquid financial instruments such as commercial paper and government treasury bills • Their goal is to obtain a higher return, after fees and expenses, than traditional bank savi ...
ETF managed portfolio assets expected to
... EMPs predicted to account for 19% of MAS assets by 2020, up from 12.5% currently New York, March 1, 2016 – The ETF managed portfolio (EMP)* segment is expected to experience rapid growth in the coming years, driven by increased ETF adoption by multi-asset strategies (MAS) and the growth of the MAS c ...
... EMPs predicted to account for 19% of MAS assets by 2020, up from 12.5% currently New York, March 1, 2016 – The ETF managed portfolio (EMP)* segment is expected to experience rapid growth in the coming years, driven by increased ETF adoption by multi-asset strategies (MAS) and the growth of the MAS c ...
Financial Accounting and Accounting Standards
... Governments are required only to report the major funds in separate columns, but have flexibility to report more funds separately if desired. Individual governmental funds and proprietary funds are major funds if the total assets, liabilities, revenues, or expenditure/expenses of that individual fun ...
... Governments are required only to report the major funds in separate columns, but have flexibility to report more funds separately if desired. Individual governmental funds and proprietary funds are major funds if the total assets, liabilities, revenues, or expenditure/expenses of that individual fun ...
Collective investment schemes regulations
... authorized as tax-exempt accounts under the IRC. OCC regulations authorize a bank to invest IRA assets in a CIF. Under the SEC’s interpretation of the securities laws, however, a bank that operates a CIF and invests IRA assets in that fund may be considered to be operating the CIF in violation of th ...
... authorized as tax-exempt accounts under the IRC. OCC regulations authorize a bank to invest IRA assets in a CIF. Under the SEC’s interpretation of the securities laws, however, a bank that operates a CIF and invests IRA assets in that fund may be considered to be operating the CIF in violation of th ...
Risk-taking behavior of Commodity Trading Advisors
... Advisors typically do not employ hurdle rates1 but still comply with the high water mark provision that requires the fund manager to make up past deficits prior to earning incentive fees. The HWM provision is intended to protect investors by requiring payment of incentive fees only on the amount att ...
... Advisors typically do not employ hurdle rates1 but still comply with the high water mark provision that requires the fund manager to make up past deficits prior to earning incentive fees. The HWM provision is intended to protect investors by requiring payment of incentive fees only on the amount att ...
Core High Yield Fund - John Hancock Investments
... Defaulted debt risk. Investing in defaulted debt securities is speculative and involves substantial risks in addition to those of non-defaulted high-yield securities. Defaulted debt securities generally do not generate interest payments. Principal on defaulted debt might not be repaid, and a fund co ...
... Defaulted debt risk. Investing in defaulted debt securities is speculative and involves substantial risks in addition to those of non-defaulted high-yield securities. Defaulted debt securities generally do not generate interest payments. Principal on defaulted debt might not be repaid, and a fund co ...
Sample Glossary of Investment-Related Terms for
... investment classes such as stocks, bonds, and cash alternatives or equivalents in their portfolios. See Diversification. Asset Class: A group of securities or investments that have similar characteristics and behave similarly in the marketplace. Three common asset classes are equities (e.g., sto ...
... investment classes such as stocks, bonds, and cash alternatives or equivalents in their portfolios. See Diversification. Asset Class: A group of securities or investments that have similar characteristics and behave similarly in the marketplace. Three common asset classes are equities (e.g., sto ...
Teachers Guide Lesson Twelve
... This lesson provides students with a basic knowledge of saving and investing. The process starts with setting financial goals. Next, a commitment to saving is discussed. Various savings plans are available to consumers. These include regular savings accounts, money market accounts, and certificates ...
... This lesson provides students with a basic knowledge of saving and investing. The process starts with setting financial goals. Next, a commitment to saving is discussed. Various savings plans are available to consumers. These include regular savings accounts, money market accounts, and certificates ...