RFP Questionnaire - Meketa Investment Group
... 18. What are the CCO’s responsibilities? Is compliance their sole function or do they have other responsibilities? Approximately what portion of their time is spent on compliance issues? 19. Does your firm have in-house counsel? If not, do you retain outside counsel to address legal and regulatory m ...
... 18. What are the CCO’s responsibilities? Is compliance their sole function or do they have other responsibilities? Approximately what portion of their time is spent on compliance issues? 19. Does your firm have in-house counsel? If not, do you retain outside counsel to address legal and regulatory m ...
Russell Investments` 2012 Global Survey on Alternative Investing
... Consistent with our practice in past editions, we have incorporated selected comments gathered from one-on-one interviews of Survey respondents. These comments are meant to illustrate the diversity of perspectives uncovered by the Survey, rather than to reinforce any specific conclusions. To respect ...
... Consistent with our practice in past editions, we have incorporated selected comments gathered from one-on-one interviews of Survey respondents. These comments are meant to illustrate the diversity of perspectives uncovered by the Survey, rather than to reinforce any specific conclusions. To respect ...
A Survey of the Canadian Target Risk Landscape
... their behalf, would be overwhelmed with choice. One solution, and a wildly popular one at that, is the target-risk fund. These funds of funds provide a diversified exposure to a range of asset classes aligned with an investor’s risk tolerance. Rather than an investor or advisor having to manage asse ...
... their behalf, would be overwhelmed with choice. One solution, and a wildly popular one at that, is the target-risk fund. These funds of funds provide a diversified exposure to a range of asset classes aligned with an investor’s risk tolerance. Rather than an investor or advisor having to manage asse ...
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... the formation of large companies and they issue high level of equity. In Venture capital2, the venture capitalist fund (hereafter VC fund) is usually the only financier in the project and he is also providing advice. To answer the question, we consider three agents: the entrepreneur, the LBO fund an ...
... the formation of large companies and they issue high level of equity. In Venture capital2, the venture capitalist fund (hereafter VC fund) is usually the only financier in the project and he is also providing advice. To answer the question, we consider three agents: the entrepreneur, the LBO fund an ...
Tick Size and Institutional Trading Costs: Evidence from Mutual Funds
... impact that are impossible to establish using standard trade and quote data.6 The popular press presents anecdotal evidence that competitive pressure has forced institutional order routing strategies to become more sophisticated in recent years, with an increased emphasis on splitting orders across ...
... impact that are impossible to establish using standard trade and quote data.6 The popular press presents anecdotal evidence that competitive pressure has forced institutional order routing strategies to become more sophisticated in recent years, with an increased emphasis on splitting orders across ...
INVESTMENT POLICY STATEMENT APPROVED JANUARY 30
... manner consistent with the investment objectives stated herein. The Foundation, for purposes of this policy, are the investment assets of Florida Chamber Foundation where the Foundation has full discretionary authority over the investment of the corpus and the use of the income generated by the corp ...
... manner consistent with the investment objectives stated herein. The Foundation, for purposes of this policy, are the investment assets of Florida Chamber Foundation where the Foundation has full discretionary authority over the investment of the corpus and the use of the income generated by the corp ...
Week Ahead: US Earnings and Abe Election Win Bolster Optimism
... and Nasdaq Friday. But stronger than expected results from General Electric and Schlumberger helped the S&P to offset the technology losses and to post a fourth week of gains. Friday's mixed performance followed strength earlier in the week. The market had been helped by some upbeat economic statist ...
... and Nasdaq Friday. But stronger than expected results from General Electric and Schlumberger helped the S&P to offset the technology losses and to post a fourth week of gains. Friday's mixed performance followed strength earlier in the week. The market had been helped by some upbeat economic statist ...
RFP - Dahab Associates, Inc.
... Such services require a login to a secure site to retrieve submissions and cannot meet our requirement that the email submission in its exact form remain accessible. This is to ensure access to the exact email submission remains accessible for at least 7 years (most third-party services require pass ...
... Such services require a login to a secure site to retrieve submissions and cannot meet our requirement that the email submission in its exact form remain accessible. This is to ensure access to the exact email submission remains accessible for at least 7 years (most third-party services require pass ...
The Closed-End Fund Market, 2014
... trading at a share price higher than its NAV is said to be selling at a “premium” to the NAV; while a closed-end fund trading at a share price lower than its NAV is said to be selling at a “discount.” Funds may trade at discounts or premiums to the NAV based on market perceptions or investor sentime ...
... trading at a share price higher than its NAV is said to be selling at a “premium” to the NAV; while a closed-end fund trading at a share price lower than its NAV is said to be selling at a “discount.” Funds may trade at discounts or premiums to the NAV based on market perceptions or investor sentime ...
Foreign Institutional Investors and Corporate Governance in
... launched to encourage and convince institutional investors to play a more active role. However, not enough is known about how institutional investors utilize CG in their investment decisions, in particular in emerging markets, where funding needs are high and investor protection standards often stil ...
... launched to encourage and convince institutional investors to play a more active role. However, not enough is known about how institutional investors utilize CG in their investment decisions, in particular in emerging markets, where funding needs are high and investor protection standards often stil ...
Guide to Private Equity and Venture Capital for
... financial and commercial information is accurate and to test the business case for investing. Funds will usually hire specialist teams, such as lawyers, accountants and, in some cases, environmental experts, to help them complete this process. Investment stage. Once an investment is made, private eq ...
... financial and commercial information is accurate and to test the business case for investing. Funds will usually hire specialist teams, such as lawyers, accountants and, in some cases, environmental experts, to help them complete this process. Investment stage. Once an investment is made, private eq ...
Investment Preferences and Patient Capital: Financing, Governance
... financial regulations set by the government. We find a two-directional and cyclical relationship between preferences and institutional pressures in these three domains. We argue that business and labor will likely prefer more patience or impatience when such investment is perceived to provide higher ...
... financial regulations set by the government. We find a two-directional and cyclical relationship between preferences and institutional pressures in these three domains. We argue that business and labor will likely prefer more patience or impatience when such investment is perceived to provide higher ...
Cash Reserves Fund
... agency security, from a bank or well-established securities dealer (seller) that requires the seller to repurchase the securities from the fund at a specific price on a designated date (which is often the next business day). The fund may sell holdings for a variety of reasons, such as to adjust the ...
... agency security, from a bank or well-established securities dealer (seller) that requires the seller to repurchase the securities from the fund at a specific price on a designated date (which is often the next business day). The fund may sell holdings for a variety of reasons, such as to adjust the ...
Guidance Note 1/05 - Central Bank of Ireland
... Provide relevant information in relation to where and when dealing prices are published, for example, the relevant newspaper(s) or website details. How to Buy/Sell Units Identify the party who will process subscription, redemption and switching orders from investors and frequency of the dealing arra ...
... Provide relevant information in relation to where and when dealing prices are published, for example, the relevant newspaper(s) or website details. How to Buy/Sell Units Identify the party who will process subscription, redemption and switching orders from investors and frequency of the dealing arra ...
MFG Investment Policy - Mersberger Financial Group, Inc.
... less than $150,000) will be allocated into no more than two or three strategies, with the goal of liquidity playing a central part in the allocation analysis. • As assets under management grow for a particular client, additional investment vehicles will be introduced. Larger accounts will typically ...
... less than $150,000) will be allocated into no more than two or three strategies, with the goal of liquidity playing a central part in the allocation analysis. • As assets under management grow for a particular client, additional investment vehicles will be introduced. Larger accounts will typically ...
Personal Retirement Savings Accounts
... Everyone wants to enjoy a financially secure retirement, so it is important that you begin planning for it now. When you start preparing as early as possible, you’ll find it easier to build up a fund that can provide you with the type of lifestyle you are looking forward to enjoying in retirement. I ...
... Everyone wants to enjoy a financially secure retirement, so it is important that you begin planning for it now. When you start preparing as early as possible, you’ll find it easier to build up a fund that can provide you with the type of lifestyle you are looking forward to enjoying in retirement. I ...
Evaluating Managers: Are We Sending the Right
... consider ourselves experts at manager evaluation, at least according to the standard set by German physicist Werner Heisenberg: “An expert is someone who knows some of the worst mistakes that can be made in his subject—and tries to avoid them.” ...
... consider ourselves experts at manager evaluation, at least according to the standard set by German physicist Werner Heisenberg: “An expert is someone who knows some of the worst mistakes that can be made in his subject—and tries to avoid them.” ...
Government Money Fund (formerly T. Rowe Price Prime Reserve
... other fund complexes that have “broken the buck,” which means that those funds’ investors did not receive $1.00 per share for their investment in those funds. The potential for realizing a loss of principal in the fund could derive from: Credit risks An issuer of a debt security could suffer an adve ...
... other fund complexes that have “broken the buck,” which means that those funds’ investors did not receive $1.00 per share for their investment in those funds. The potential for realizing a loss of principal in the fund could derive from: Credit risks An issuer of a debt security could suffer an adve ...
Close Strategic Alpha Prospectus - Close Brothers Asset Management
... Prospectus and accepts responsibility accordingly. It has taken all reasonable care to ensure that, to the best of its knowledge and belief, the information in this document does not contain any untrue or misleading statement or omit any matters required by the COLL Sourcebook to be included in it. ...
... Prospectus and accepts responsibility accordingly. It has taken all reasonable care to ensure that, to the best of its knowledge and belief, the information in this document does not contain any untrue or misleading statement or omit any matters required by the COLL Sourcebook to be included in it. ...
going further to go farther
... Corporate class versions of these funds are also available. Performance for the class version and a trust version of a fund may differ due to differences in inception dates, and there is no guarantee that the funds will deliver similar returns. Performance as at January 31, 2016. Inception date for ...
... Corporate class versions of these funds are also available. Performance for the class version and a trust version of a fund may differ due to differences in inception dates, and there is no guarantee that the funds will deliver similar returns. Performance as at January 31, 2016. Inception date for ...
Winning the long-term game — new insights into asset
... managers in the firing line' on following page) However, owners must not focus all their energies on measurement of their managers, even if those measurements are geared to the long term Asset owners should spend more time on the initial evaluation of potential managers, including an assessment of ...
... managers in the firing line' on following page) However, owners must not focus all their energies on measurement of their managers, even if those measurements are geared to the long term Asset owners should spend more time on the initial evaluation of potential managers, including an assessment of ...
A Contractarian Defense of Corporate
... words, they believe that the efficiency costs from the occasional misuse of power by executives and directors who are empowered to make decisions about the use of “corporate” assets will generally be far less than the costs of detailed and explicit contracting among the participants, or team members ...
... words, they believe that the efficiency costs from the occasional misuse of power by executives and directors who are empowered to make decisions about the use of “corporate” assets will generally be far less than the costs of detailed and explicit contracting among the participants, or team members ...
Templeton Global Balanced Fund Annual Report
... recession and the country’s central bank cut its benchmark interest rate in October and November 2016 to spur economic growth. Russia’s economic contraction eased in 2016, following a rebound in oil prices and improved industrial production. The Bank of Russia reduced its key interest rates in June ...
... recession and the country’s central bank cut its benchmark interest rate in October and November 2016 to spur economic growth. Russia’s economic contraction eased in 2016, following a rebound in oil prices and improved industrial production. The Bank of Russia reduced its key interest rates in June ...
Your guide to our funds
... Your fund choice will also depend on whether you want growth on your investment or income from your money. For example you may want a regular investment income to top up your income if you no longer receive a wage. The length of time you plan to invest for should influence your attitude to risk, and ...
... Your fund choice will also depend on whether you want growth on your investment or income from your money. For example you may want a regular investment income to top up your income if you no longer receive a wage. The length of time you plan to invest for should influence your attitude to risk, and ...
General Money Market Funds
... financial support to the fund at any time. The following are the principal risks that could reduce the fund's income level and/or share price: • Interest rate risk. This risk refers to the decline in the prices of fixed-income securities that may accompany a rise in the overall level of interest ra ...
... financial support to the fund at any time. The following are the principal risks that could reduce the fund's income level and/or share price: • Interest rate risk. This risk refers to the decline in the prices of fixed-income securities that may accompany a rise in the overall level of interest ra ...