Macroeconomics and Governance
... In recent years there has been a resurgence of interest in the impact of institutions on economic growth and development. Governance, both at the economy-wide and firm-specific level, has emerged as one of the central aspects of institutional structure and design. The quality of governance matters t ...
... In recent years there has been a resurgence of interest in the impact of institutions on economic growth and development. Governance, both at the economy-wide and firm-specific level, has emerged as one of the central aspects of institutional structure and design. The quality of governance matters t ...
Mutual Fund Age, Performance, and the Optimal Track Record
... all Morningstar U.S. equity funds between 1990 and 2015. I find that on a risk-adjusted basis, younger funds generally perform better than older funds. However, this relationship reverses when an age indicator is used, which distinguishes funds younger than three years from all other funds. I find t ...
... all Morningstar U.S. equity funds between 1990 and 2015. I find that on a risk-adjusted basis, younger funds generally perform better than older funds. However, this relationship reverses when an age indicator is used, which distinguishes funds younger than three years from all other funds. I find t ...
Investments - Laporte Public School
... investment team shall exercise that degree of judgment and care, under the circumstances then prevailing, that persons of prudence, discretion, and intelligence would exercise in the management of their own affairs, investing not for speculation and considering the probable safety of their capital a ...
... investment team shall exercise that degree of judgment and care, under the circumstances then prevailing, that persons of prudence, discretion, and intelligence would exercise in the management of their own affairs, investing not for speculation and considering the probable safety of their capital a ...
The Roles and Responsibilities of Investment Committees of Not
... The dizzying drop in financial markets, frauds like the Madoff scandal, hedge fund blowups, diminished liquidity and the prospect of a deep and lengthy recession has cast a spotlight on the role, responsibilities, and duties of the investment committee 2 of not-forprofit organizations. Investment co ...
... The dizzying drop in financial markets, frauds like the Madoff scandal, hedge fund blowups, diminished liquidity and the prospect of a deep and lengthy recession has cast a spotlight on the role, responsibilities, and duties of the investment committee 2 of not-forprofit organizations. Investment co ...
European Fixed Interest - Invesco Global Product Range
... Source: Barclays Point, Invesco as at 31 March 2017. Figures may not sum due to rounding. Any difference between the total portfolio level and its components is ‘residual’ and limited to a few basis points. Performance quoted is pre-fees. The contribution figures are estimates and should be used for ...
... Source: Barclays Point, Invesco as at 31 March 2017. Figures may not sum due to rounding. Any difference between the total portfolio level and its components is ‘residual’ and limited to a few basis points. Performance quoted is pre-fees. The contribution figures are estimates and should be used for ...
Form N-CSR Brookfield Mortgage Opportunity Income Fund Inc.
... “Fund”) for the period from commencement of investment operations on March 26, 2013 to June 30, 2013. Recent trends in the broad investment market have been marked by volatility, as positive performance in the beginning of the period was followed by enhanced investor anxiety. Overall confidence was ...
... “Fund”) for the period from commencement of investment operations on March 26, 2013 to June 30, 2013. Recent trends in the broad investment market have been marked by volatility, as positive performance in the beginning of the period was followed by enhanced investor anxiety. Overall confidence was ...
investment
... Security selection Risk-return trade-off Market efficiency Active vs. passive management ...
... Security selection Risk-return trade-off Market efficiency Active vs. passive management ...
Investment Protection and Investor-to
... EU investors have been amongst the biggest users of the dispute settlement procedures and account for a growing number of cases. According to recent UNCTAD figures, Of the 214 (known) ISDS cases registered worldwide for the period 2008-2012, EU investors accounted for 53 % of the cases (113 cases) w ...
... EU investors have been amongst the biggest users of the dispute settlement procedures and account for a growing number of cases. According to recent UNCTAD figures, Of the 214 (known) ISDS cases registered worldwide for the period 2008-2012, EU investors accounted for 53 % of the cases (113 cases) w ...
Insights into Evaluating Exchange Traded Funds
... equities and bonds, commodities among others. However, the proliferation of ETFs is clearly responsible for some confusion among investors and industry observers, as it has made the ETF screening process more challenging. Knowing what you own is an important investment principle regardless of whethe ...
... equities and bonds, commodities among others. However, the proliferation of ETFs is clearly responsible for some confusion among investors and industry observers, as it has made the ETF screening process more challenging. Knowing what you own is an important investment principle regardless of whethe ...
ESG - Mondrian Investment Partners
... reasonable expectations for shareholder return, we will more actively discuss this with said management team. Local practice and governance are taken into account when voting shares or engaging with the management of companies particularly in less developed markets, and actions are taken on a case-b ...
... reasonable expectations for shareholder return, we will more actively discuss this with said management team. Local practice and governance are taken into account when voting shares or engaging with the management of companies particularly in less developed markets, and actions are taken on a case-b ...
Vanguard Ultra-Short-Term Bond Fund Prospectus Investor Shares
... The Fund is designed for investors with a low tolerance for risk, but you could still lose money by investing in it. The Fund is subject to the following risks, which could affect the Fund’s performance: • Income risk, which is the chance that the Fund’s income will decline because of falling intere ...
... The Fund is designed for investors with a low tolerance for risk, but you could still lose money by investing in it. The Fund is subject to the following risks, which could affect the Fund’s performance: • Income risk, which is the chance that the Fund’s income will decline because of falling intere ...
Hedge Funds How They Serve Investors in U.S. and Global Markets
... House and Treasury. As CPIC’s chairman, I commit that we will work closely with the Administration and Congress to develop proper solutions that meet public policy goals, while boosting investor confidence, increasing investment opportunities, and supporting economic growth. ...
... House and Treasury. As CPIC’s chairman, I commit that we will work closely with the Administration and Congress to develop proper solutions that meet public policy goals, while boosting investor confidence, increasing investment opportunities, and supporting economic growth. ...
Successful Activist Board Engagement
... Agency conflict in publicly traded corporations with dispersed ownership is at the heart of corporate governance literature, which focuses on mechanisms to discipline incumbent management. One possible solution to mitigate agency cost is for shareholders to actively monitor the firm’s management. Ho ...
... Agency conflict in publicly traded corporations with dispersed ownership is at the heart of corporate governance literature, which focuses on mechanisms to discipline incumbent management. One possible solution to mitigate agency cost is for shareholders to actively monitor the firm’s management. Ho ...
The Adequacy of Investment Choices Offered By 401(k) Plans Edwin
... likely to be the bulk of their financial assets, so that plan offerings are likely to severely restrict the portfolios they can hold. What choices should a corporation offer to plan participants? For those participants for whom 401(k) investments are their sole financial assets, the corporation shou ...
... likely to be the bulk of their financial assets, so that plan offerings are likely to severely restrict the portfolios they can hold. What choices should a corporation offer to plan participants? For those participants for whom 401(k) investments are their sole financial assets, the corporation shou ...
Vanguard Windsor Funds Statement of Additional Information
... Restrictions on Holding or Disposing of Shares. There are no restrictions on the right of shareholders to retain or dispose of a Fund’s shares, other than those described in the Fund’s current prospectus and elsewhere in this Statement of Additional Information. Each Fund or class may be terminated ...
... Restrictions on Holding or Disposing of Shares. There are no restrictions on the right of shareholders to retain or dispose of a Fund’s shares, other than those described in the Fund’s current prospectus and elsewhere in this Statement of Additional Information. Each Fund or class may be terminated ...
Statement of Advice sample wording
... It has a process that combines a stringent investment approach and a responsible investment philosophy, and access to specialist managers, and responsible investing consultants. AMP Capital Responsible Investment Leaders International Shares Fund manager details AMP Capital is one of the largest in ...
... It has a process that combines a stringent investment approach and a responsible investment philosophy, and access to specialist managers, and responsible investing consultants. AMP Capital Responsible Investment Leaders International Shares Fund manager details AMP Capital is one of the largest in ...
Challenges of Financing Infrastructure
... information contained in this paper has taken place, liability is not accepted for any errors or omissions that may have occurred. © ASFA 2011 ...
... information contained in this paper has taken place, liability is not accepted for any errors or omissions that may have occurred. © ASFA 2011 ...
Dublin City School District Comprehensive Annual Financial Report June 30, 2004
... restaurants) ranking among the highest in local employment. Dublin markets itself to the service industry and as a home for the corporate headquarters of businesses. Additionally, the city is the home to numerous R & D companies and high-tech manufacturing businesses. The continued economic growth a ...
... restaurants) ranking among the highest in local employment. Dublin markets itself to the service industry and as a home for the corporate headquarters of businesses. Additionally, the city is the home to numerous R & D companies and high-tech manufacturing businesses. The continued economic growth a ...
Why do we invest ethically?
... segmentation, contrary to mainstream expectations at the time, did exist to the extent that individual preferences could hinder the free flow of capital and interfere with the establishment of coherent risk-return relationships among securities. They isolated five different investor groups with diff ...
... segmentation, contrary to mainstream expectations at the time, did exist to the extent that individual preferences could hinder the free flow of capital and interfere with the establishment of coherent risk-return relationships among securities. They isolated five different investor groups with diff ...
Investment Style and Process - Qualified Financial Services
... 1.Source: Franklin Templeton Investments (FTI), as of 06.30.12, unless otherwise noted. Assets under management (AUM) combines the U.S. and non-U.S. AUM of the investment management subsidiaries of the parent company, Franklin Resources, Inc. [NYSE: BEN], a global investment organisation operating a ...
... 1.Source: Franklin Templeton Investments (FTI), as of 06.30.12, unless otherwise noted. Assets under management (AUM) combines the U.S. and non-U.S. AUM of the investment management subsidiaries of the parent company, Franklin Resources, Inc. [NYSE: BEN], a global investment organisation operating a ...
risk measurement for hedge fund portfolios
... 2001). Institutional fiduciaries need to be able to explain investment decisions to their boards and comply with ERISA’s prudent man rule both of which require understanding hedge fund strategies. This trend coupled with the highly publicized hedge fund failures (e.g., ‘Long Term Capital Management’ ...
... 2001). Institutional fiduciaries need to be able to explain investment decisions to their boards and comply with ERISA’s prudent man rule both of which require understanding hedge fund strategies. This trend coupled with the highly publicized hedge fund failures (e.g., ‘Long Term Capital Management’ ...
The Re-emergence of Collective Investment Trust Funds | Manning
... which vehicle is selected, plan fiduciaries must act in the best interest of plan participants and their beneficiaries, and make decisions utilizing a prudent decision making process that is well documented. Therefore, it is always important for plan fiduciaries to fully understand all the available ...
... which vehicle is selected, plan fiduciaries must act in the best interest of plan participants and their beneficiaries, and make decisions utilizing a prudent decision making process that is well documented. Therefore, it is always important for plan fiduciaries to fully understand all the available ...
How to Invest in the U.S. Overall Market?
... Chapter 1: Introduction and Problem Definition During the last decades the role of investment companies is of growing importance in the United States (U.S.) and the rest of the world. According to the Investment Company Institute (ICI, 2014), more than $17 trillion at year- end 2013 is managed by U ...
... Chapter 1: Introduction and Problem Definition During the last decades the role of investment companies is of growing importance in the United States (U.S.) and the rest of the world. According to the Investment Company Institute (ICI, 2014), more than $17 trillion at year- end 2013 is managed by U ...
Document
... (2003) also mention that risk management is necessary because it involve two major process of risk which are risk identification and risk measurement. Then, the bank will choose their risk and take action on it whether it can be reduced or avoided and establish the procedures to monitor the risk. Ba ...
... (2003) also mention that risk management is necessary because it involve two major process of risk which are risk identification and risk measurement. Then, the bank will choose their risk and take action on it whether it can be reduced or avoided and establish the procedures to monitor the risk. Ba ...
Private Equity Investment in High Growth Companies: Selection
... investments, including investee company name, industry, and stage at investment round, as well as other characteristics such as round level, equity investment amount, investor fund name, and investor fund type. Exhibits 1-4 summarize characteristics of private equity and venture capital investments ...
... investments, including investee company name, industry, and stage at investment round, as well as other characteristics such as round level, equity investment amount, investor fund name, and investor fund type. Exhibits 1-4 summarize characteristics of private equity and venture capital investments ...