BT Smaller Companies Fund
... growth stocks surging and leaving the rest of the market in their wake, has left some companies looking like decent value. When coupled with the possibility of a corporate turnaround, this is providing acquisition opportunities, which have largely taken over from IPO pipeline as the main source of c ...
... growth stocks surging and leaving the rest of the market in their wake, has left some companies looking like decent value. When coupled with the possibility of a corporate turnaround, this is providing acquisition opportunities, which have largely taken over from IPO pipeline as the main source of c ...
mn5611: alternative investments
... AIM: The aim of this module is to introduce students to the basic concepts of alternative investments as opposed to traditional investments (i.e., stocks, bonds, and cash). Students will explore a variety of alternative investments including hedge funds, private equity, commodity futures, real estat ...
... AIM: The aim of this module is to introduce students to the basic concepts of alternative investments as opposed to traditional investments (i.e., stocks, bonds, and cash). Students will explore a variety of alternative investments including hedge funds, private equity, commodity futures, real estat ...
Shan Yan - Eli Broad College of Business
... renegotiable than public debt. Banks are also conjectured to gain valuable non-public information through closer monitoring. Given these features, bank debt can theoretically be more flexible than public debt and can lead to better investment/liquidation decisions. We investigate this possibility us ...
... renegotiable than public debt. Banks are also conjectured to gain valuable non-public information through closer monitoring. Given these features, bank debt can theoretically be more flexible than public debt and can lead to better investment/liquidation decisions. We investigate this possibility us ...
Endowment Spending/Payout Policy
... Finance and Audit committee of the ALA Executive Board, with final approval by the ALA Executive Board. Use of Fund Listed below are the primary instances whereby additional funds may be withdrawn from the Long-Term Investment Fund can be made. A. Program Support The General Fund, Divisions and Roun ...
... Finance and Audit committee of the ALA Executive Board, with final approval by the ALA Executive Board. Use of Fund Listed below are the primary instances whereby additional funds may be withdrawn from the Long-Term Investment Fund can be made. A. Program Support The General Fund, Divisions and Roun ...
Indirect Investing
... Costs and taxes should also be considered Expenses may be the best indicator of a fund’s performance ...
... Costs and taxes should also be considered Expenses may be the best indicator of a fund’s performance ...
NAV | KWD 1.05938 (As of 29-Nov-16)
... The objective of the Fund is to generate competitive Shari'ah compliant returns by increasing its Net Asset Value while maintaining a high level of liquidity. The Fund will pursue its investment objective by investing in short and medium term money market instruments that are Shari’a compliant; Such ...
... The objective of the Fund is to generate competitive Shari'ah compliant returns by increasing its Net Asset Value while maintaining a high level of liquidity. The Fund will pursue its investment objective by investing in short and medium term money market instruments that are Shari’a compliant; Such ...
Launch Alert: Moerus Worldwide Value Fund
... visiting the Moerus Funds website at www.moerusfunds.com. Read it carefully before investing. The Fund is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Mutual fund investing involves risk. Principal loss is possible. The Fund invests in foreign securities which involve greater volat ...
... visiting the Moerus Funds website at www.moerusfunds.com. Read it carefully before investing. The Fund is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Mutual fund investing involves risk. Principal loss is possible. The Fund invests in foreign securities which involve greater volat ...
Is it Overreaction? The Long-Horizon Performance of Value and
... Limits to “arbitrage”? “Had I followed my own advice, I would have lost my shirt … everybody knew that it could not go on like this. The start and end of a bubble just cannot be explained rationally.” (Milton Friedman, 2001) ...
... Limits to “arbitrage”? “Had I followed my own advice, I would have lost my shirt … everybody knew that it could not go on like this. The start and end of a bubble just cannot be explained rationally.” (Milton Friedman, 2001) ...
Key Changes Ahead
... the role of the MMF in their plans and determine which type of fund meets those needs. When the SEC reforms go into effect next October, there will be three main types of these funds: The first will be the “institutional” MMF. Unlike the current structure, these MMFs will be priced daily rather than ...
... the role of the MMF in their plans and determine which type of fund meets those needs. When the SEC reforms go into effect next October, there will be three main types of these funds: The first will be the “institutional” MMF. Unlike the current structure, these MMFs will be priced daily rather than ...
25 November 2005 - Lancashire County Council
... The allocation of the Fund, at 30 September, over asset classes and investment managers is shown below and reflects the move to a predominantly specialist investment management structure from December 2004. Each manager is measured against a specific benchmark allocation for each asset class agreed ...
... The allocation of the Fund, at 30 September, over asset classes and investment managers is shown below and reflects the move to a predominantly specialist investment management structure from December 2004. Each manager is measured against a specific benchmark allocation for each asset class agreed ...
Super fund mergers could cross sectors
... In theory, an industry fund could merge with a retail fund if these organisations sold their interest, but questions about who receives the proceeds of the sale and whether this would be in the best interest of members remain unanswered. Yet, it has been done in the past. In 2001, Zurich Financial S ...
... In theory, an industry fund could merge with a retail fund if these organisations sold their interest, but questions about who receives the proceeds of the sale and whether this would be in the best interest of members remain unanswered. Yet, it has been done in the past. In 2001, Zurich Financial S ...
STRATUS PROPERTIES INC (Form: DFAN14A
... will spend half a million dollars trying to get representatives elected to the board of Stratus Properties of Austin, Texas at its annual meeting next month. Mr. Berg says Stratus should have done much better out of the boom in Austin during the 19 years he has been a shareholder, and he wants the m ...
... will spend half a million dollars trying to get representatives elected to the board of Stratus Properties of Austin, Texas at its annual meeting next month. Mr. Berg says Stratus should have done much better out of the boom in Austin during the 19 years he has been a shareholder, and he wants the m ...
View as DOCX (1) 139 KB
... This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduces liquidity on these additional assets. This is compensated by the potential for superior returns (i.e. an illiquidi ...
... This item has the following implications, as indicated: Risk management Private equity is illiquid and increasing the allocation from 5% of assets under management (AUM) to 7.5% reduces liquidity on these additional assets. This is compensated by the potential for superior returns (i.e. an illiquidi ...
FoHF profile Amundi AI model adapts to trends by focusing on
... account platform was launched in Dublin and a new UCITS platform is in the offing. In Amundi AI’s view AIFMD appeals to institutional investors as it has more flexible guidelines and not as many constraints as the UCITS structure. According to Hart, AIFMD solutions will increase in popularity as ins ...
... account platform was launched in Dublin and a new UCITS platform is in the offing. In Amundi AI’s view AIFMD appeals to institutional investors as it has more flexible guidelines and not as many constraints as the UCITS structure. According to Hart, AIFMD solutions will increase in popularity as ins ...
What is a Mutual Fund?
... of investors and managed by a professional investment advisory firm. The investment firm collects money from investors, pools it and invests it. The mutual fund manager, working with a team of analysts, decides which stocks and securities to include in the fund, often investing in 100 or more securi ...
... of investors and managed by a professional investment advisory firm. The investment firm collects money from investors, pools it and invests it. The mutual fund manager, working with a team of analysts, decides which stocks and securities to include in the fund, often investing in 100 or more securi ...
responsible investment for institutional investors in hedge funds
... ESG issues into their investment process, valuation calculations, and active ownership practices, and those who continually assess the impact of ESG issues on their portfolio’s risk and return. These investors want their managers to have a policy in place and be able to demonstrate that this policy ...
... ESG issues into their investment process, valuation calculations, and active ownership practices, and those who continually assess the impact of ESG issues on their portfolio’s risk and return. These investors want their managers to have a policy in place and be able to demonstrate that this policy ...
award from institutional investor magazine
... ceremony, to be held this year at the Mandarin Oriental in NYC.” Awards referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment exp ...
... ceremony, to be held this year at the Mandarin Oriental in NYC.” Awards referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment exp ...
Inflection Performance: January 2017
... Our managers often take long and short positions in order to reduce risk and increase the likelihood of a positive outcome. Long/short trading techniques work better when there is dispersion (the gap between the best and worst performers in a market) and, whether in companies or countries, President ...
... Our managers often take long and short positions in order to reduce risk and increase the likelihood of a positive outcome. Long/short trading techniques work better when there is dispersion (the gap between the best and worst performers in a market) and, whether in companies or countries, President ...
press release text the wall street journal category kings
... in accounting methods. These risks can be greater for investments in emerging markets. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained or trading may be halted by the e ...
... in accounting methods. These risks can be greater for investments in emerging markets. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained or trading may be halted by the e ...
Investment Portfolio
... • To achieve a portfolio yield that is at least sufficient to support product pricing, to reward the risk taken, and • To do so without taking inordinate credit, market, or liquidity risk ...
... • To achieve a portfolio yield that is at least sufficient to support product pricing, to reward the risk taken, and • To do so without taking inordinate credit, market, or liquidity risk ...
Alternatives Special Report
... We believe this is one of the reasons that has exacerbated the weaker performance of many funds of hedge funds. It is rare that hedge fund managers increase their assets under management when they are underperforming. However, we do believe in mean reversion in asset-class returns or the beta to a s ...
... We believe this is one of the reasons that has exacerbated the weaker performance of many funds of hedge funds. It is rare that hedge fund managers increase their assets under management when they are underperforming. However, we do believe in mean reversion in asset-class returns or the beta to a s ...
Pro athletes must use caution to avoid financial
... out whether a financial adviser sells products for a fee or commission. There is nothing inherently wrong with commissions, as long they do not cloud recommendations and are fully disclosed, and the investment in question is in the client’s best interest. Don’t jump into hedge funds. The SEC require ...
... out whether a financial adviser sells products for a fee or commission. There is nothing inherently wrong with commissions, as long they do not cloud recommendations and are fully disclosed, and the investment in question is in the client’s best interest. Don’t jump into hedge funds. The SEC require ...
Global Custody Services In A Changing Market
... information. Some of these challenges include: • Access to timely and relevant credit rating data — Today, market events are often outpacing the frequency in which investment information is updated and available to fund managers and treasurers for effective and prudent risk management. For example, ...
... information. Some of these challenges include: • Access to timely and relevant credit rating data — Today, market events are often outpacing the frequency in which investment information is updated and available to fund managers and treasurers for effective and prudent risk management. For example, ...