Global Equity Index Fund
... by the MSCI ACWI IMI US $ Net Dividend Index. In seeking its objective, the Account invests in the Russell 3000[rt] Index Fund E and the BlackRock MSCI ACWI ex-U.S. IMI Index Fund E (each, a "Fund", and collectively, the "Funds") in target weights, subject to periodic rebalancing. Each Fund is an "i ...
... by the MSCI ACWI IMI US $ Net Dividend Index. In seeking its objective, the Account invests in the Russell 3000[rt] Index Fund E and the BlackRock MSCI ACWI ex-U.S. IMI Index Fund E (each, a "Fund", and collectively, the "Funds") in target weights, subject to periodic rebalancing. Each Fund is an "i ...
PRIVATE EQUITY PRIMER
... private limited partnerships. The individual managers of a fund make up the general partner. The providers of capital-the individual and institutional investors-are the limited partners. Elaborately detailed private equity partnership agreements signed by the parties involved govern the actions, and ...
... private limited partnerships. The individual managers of a fund make up the general partner. The providers of capital-the individual and institutional investors-are the limited partners. Elaborately detailed private equity partnership agreements signed by the parties involved govern the actions, and ...
equity fund - Sun Life Financial
... economy and improved fiscal management. Across the board buying was seen as investors anticipate increased foreign inflows to Philippine assets as a result of the upgrade. Likewise, peso government bonds continued its robust rally gaining 10% in MoM, mostly on the 20 and 25-yr tenors. Macro-indicato ...
... economy and improved fiscal management. Across the board buying was seen as investors anticipate increased foreign inflows to Philippine assets as a result of the upgrade. Likewise, peso government bonds continued its robust rally gaining 10% in MoM, mostly on the 20 and 25-yr tenors. Macro-indicato ...
Managed portfolio service
... specialist third-party managers only when they want to capture an opportunity that requires specific market knowledge and expertise. The funds also use financial instruments as insurance against uncertain and unpredictable events as well as diversified sources of additional returns. Most people are ...
... specialist third-party managers only when they want to capture an opportunity that requires specific market knowledge and expertise. The funds also use financial instruments as insurance against uncertain and unpredictable events as well as diversified sources of additional returns. Most people are ...
Download attachment
... As previously discussed, the investment account holder is considered a stakeholder in an IFI. As a result, the IFSB has argued for the creation of a separate committee, the governance committee, to implement governance policy frameworks that will protect the interests of the investment account holde ...
... As previously discussed, the investment account holder is considered a stakeholder in an IFI. As a result, the IFSB has argued for the creation of a separate committee, the governance committee, to implement governance policy frameworks that will protect the interests of the investment account holde ...
Fund Facts
... Regulatory information and risk warning We do not represent that this information, including any third party information, is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. The services described are provided by CCLA Inv ...
... Regulatory information and risk warning We do not represent that this information, including any third party information, is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. The services described are provided by CCLA Inv ...
Fossil Fuels and Sustainable Investing
... is that, if we really want to affect stock price and reduce the demand for fossil fuel company shares, a much better option would be a carbon tax—but that’s another conversation. I think it’s also critical that we demand that fossil fuel companies disclose their lobbying and political contributions ...
... is that, if we really want to affect stock price and reduce the demand for fossil fuel company shares, a much better option would be a carbon tax—but that’s another conversation. I think it’s also critical that we demand that fossil fuel companies disclose their lobbying and political contributions ...
Investment Strategy Defined Outcome Investing
... investment. Derivative instruments, including options, may entail investment exposures that are greater than their cost would suggest, meaning that a small investment in a derivative could risk a large potential impact on the performance of the Fund. Gains or losses from positions in hedging instrum ...
... investment. Derivative instruments, including options, may entail investment exposures that are greater than their cost would suggest, meaning that a small investment in a derivative could risk a large potential impact on the performance of the Fund. Gains or losses from positions in hedging instrum ...
Transaction cost changes
... Any questions? If you have any questions or would like further information, please: > speak with your ANZ Financial Planner > email us at customer@ing.com.au or anz.investments@ing.com.au for ANZ OneAnswer > call Customer Services on 13 38 63 weekdays 8am to 8pm (Sydney time). This information is cu ...
... Any questions? If you have any questions or would like further information, please: > speak with your ANZ Financial Planner > email us at customer@ing.com.au or anz.investments@ing.com.au for ANZ OneAnswer > call Customer Services on 13 38 63 weekdays 8am to 8pm (Sydney time). This information is cu ...
Bringing the Changes - Institute of Retirement Funds
... measurement as an essential IRF industry service (Member Survey) •2012 Strategy incorporated the planning and development of an IRF Research Platform to build industry and member knowledge resources •The development of the platform was launched by the President, Mr Zamani Letjane, at the 2012 Annual ...
... measurement as an essential IRF industry service (Member Survey) •2012 Strategy incorporated the planning and development of an IRF Research Platform to build industry and member knowledge resources •The development of the platform was launched by the President, Mr Zamani Letjane, at the 2012 Annual ...
Fund Summary Sheet TMLS Singapore Cash Fund
... maintain or preserve the value of the principal of the MMF, there can be no assurance that the Fund shall be able to meet this objective. The MMF is not a guaranteed fund, in that there is no guarantee as to the amount of capital invested or return received. Potential Conflicts of Interest The Under ...
... maintain or preserve the value of the principal of the MMF, there can be no assurance that the Fund shall be able to meet this objective. The MMF is not a guaranteed fund, in that there is no guarantee as to the amount of capital invested or return received. Potential Conflicts of Interest The Under ...
the full article
... a stereotype, but frankly many Canadian investors and fund sponsors will say it’s a good idea, but wait for others to try it first—there is fear of the maverick risk,” he said, finding now that after a few years, organizations are more comfortable with the outsourced cio model, seeing the benefits f ...
... a stereotype, but frankly many Canadian investors and fund sponsors will say it’s a good idea, but wait for others to try it first—there is fear of the maverick risk,” he said, finding now that after a few years, organizations are more comfortable with the outsourced cio model, seeing the benefits f ...
New rules for money market funds
... and accounts) may be including an MMF in their lineup that now becomes categorized as “retail.” These plans will need to make a switch. Plans ineligible for retail MMFs could switch to a government MMF, institutional MMF, or another capital preservation alternative. Those considering institutional M ...
... and accounts) may be including an MMF in their lineup that now becomes categorized as “retail.” These plans will need to make a switch. Plans ineligible for retail MMFs could switch to a government MMF, institutional MMF, or another capital preservation alternative. Those considering institutional M ...
Direct marketing of funds
... •Bond mutual fund minimum: As low as $1,000. Can redeem fund on any business day. Do not have to hold till maturity. •Fund offers more diversification. Offer convenient services, such as monthly income payments, compared to quarterly or semi-annually for individual bonds •Similar advantages for stoc ...
... •Bond mutual fund minimum: As low as $1,000. Can redeem fund on any business day. Do not have to hold till maturity. •Fund offers more diversification. Offer convenient services, such as monthly income payments, compared to quarterly or semi-annually for individual bonds •Similar advantages for stoc ...
Access global equities with lower volatility
... Source: Macquarie, Analytic, from August 2006 to June 2016. This chart is provided for illustrative purposes only. Past performance is not a reliable indicator of future performance. The inception date of the Fund was 21 August 2012 and therefore the Fund has no meaningful performance history. The p ...
... Source: Macquarie, Analytic, from August 2006 to June 2016. This chart is provided for illustrative purposes only. Past performance is not a reliable indicator of future performance. The inception date of the Fund was 21 August 2012 and therefore the Fund has no meaningful performance history. The p ...
Target Outcome Funds
... performance of its underlying reference asset and will depend on whether, and the extent to which, its performance is positive or negative. There is no assurance that any Target Outcome Fund will meet its investment objective. • Option contracts can be highly volatile, illiquid and difficult to valu ...
... performance of its underlying reference asset and will depend on whether, and the extent to which, its performance is positive or negative. There is no assurance that any Target Outcome Fund will meet its investment objective. • Option contracts can be highly volatile, illiquid and difficult to valu ...
here - International Economic Law and Policy Blog
... International investment treaties establish a preferential system for the protection of the property of foreign investors. Under these treaties, covered investors are granted substantive rights, which are independent (and often stronger) than those provided in domestic law. In addition, covered inve ...
... International investment treaties establish a preferential system for the protection of the property of foreign investors. Under these treaties, covered investors are granted substantive rights, which are independent (and often stronger) than those provided in domestic law. In addition, covered inve ...
ETF Trends - Davis ETFs
... of the business. However, with more prominent names entering the space, active ETFs could begin to expand and shine. “There is an unmet need in today’s marketplace for compelling actively-managed equity solutions in a traditional ETF format,” Davis said. “So we are offering ETFs to give investors gr ...
... of the business. However, with more prominent names entering the space, active ETFs could begin to expand and shine. “There is an unmet need in today’s marketplace for compelling actively-managed equity solutions in a traditional ETF format,” Davis said. “So we are offering ETFs to give investors gr ...
The strategy`s return for the quarter was
... Public Trustee is a statutory entity founded in 1881. At the end of the September 2015 quarter, it had approximately $902m in funds under management. Public Trustee’s Funds Management Service has a distinguished record of high quality, proven and consistent investment performance. We are proud of ou ...
... Public Trustee is a statutory entity founded in 1881. At the end of the September 2015 quarter, it had approximately $902m in funds under management. Public Trustee’s Funds Management Service has a distinguished record of high quality, proven and consistent investment performance. We are proud of ou ...
Submission to the Treasury on the exposure draft of amendments to
... providing a return (which may be lower than the market rate). Program Related Investments (PRIs) is an area that AFs could participate in to grow innovative impact and social investments in Australia. A PRI can be in the form of a loan, an equity investment or a guarantee. The Partnership is support ...
... providing a return (which may be lower than the market rate). Program Related Investments (PRIs) is an area that AFs could participate in to grow innovative impact and social investments in Australia. A PRI can be in the form of a loan, an equity investment or a guarantee. The Partnership is support ...
Canadian Responsible Investment Mutual Funds Risk / Return
... 2014, RI assets stood at more than $1 trillion, a remarkable 68% increase in two years. The RIA report also showed that growth in Responsible Investment mutual fund assets outpaced non-RI mutual funds — 52% vs. ...
... 2014, RI assets stood at more than $1 trillion, a remarkable 68% increase in two years. The RIA report also showed that growth in Responsible Investment mutual fund assets outpaced non-RI mutual funds — 52% vs. ...
offshore hedge fund - Qatar Financial Centre
... • Clear and detailed rules - the Private Placement ...
... • Clear and detailed rules - the Private Placement ...
Birla Sun Life Focused Equity Fund - Series 4.cdr
... *Investors should consult their financial advisers if in doubt whether the product is suitable for them. Note: Risk is represented as: (BLUE) investors understand that their principal will be at low risk ...
... *Investors should consult their financial advisers if in doubt whether the product is suitable for them. Note: Risk is represented as: (BLUE) investors understand that their principal will be at low risk ...
MF score-card in Q2: HDFC, SBI Mutual see
... their benchmark indices, a select few did beat the index, aided by superior stock selection and a streak of aggression in investment strategy. Only five of the top 50 gainers among stocks figured in the portfolios of mutual funds. Funds from HDFC Mutual and SBI Mutual notched up yet another good qua ...
... their benchmark indices, a select few did beat the index, aided by superior stock selection and a streak of aggression in investment strategy. Only five of the top 50 gainers among stocks figured in the portfolios of mutual funds. Funds from HDFC Mutual and SBI Mutual notched up yet another good qua ...