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Lecture Investments (6/e) - Chapter 4: Mutual funds and other investment companies

Chapter 4 "Mutual funds and other investment companies" presents the following content: services of investment companies, net asset value, types of investment organizations, investment policies, costs of investing in mutual funds, exchange traded funds, a first look at fund performance,...

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Lecture Investments (6/e) - Chapter 4: Mutual funds and other investment companies Lecture Investments (6/e) - Chapter 4: Mutual funds and other investment companies Investment environment, Lecture Investments, Active portfolio management, Capital markets, Mutual funds, Investment companie
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BMO Mutual Funds 2012 Semi-Annual Financial Statements: BMO LifeStage 2035 Class

The Fund’s exposure to liquidity risk is concentrated in the daily cash redemptions of shares. The Fund primarily invests in securities that are traded in active markets and can be readily disposed. In addition, the Fund retains sufficient cash and cash equivalent positions to maintain liquidity. The Fund may, from time to time, enter into over-the-counter derivative contracts or invest in unlisted securities, which are not traded in an organized market and may be illiquid. Securities for which a market quotation could not be obtained and may be illiquid are identified on the Statement of Investment Portfolio. The proportion of illiquid securities to NAV of the Fund is monitored by the Manager to...


Decentralization, the devolution of authority to local communities and local governments, and partnerships with the private sector can improve the quality of government interventions and also reach the vulnerable and marginalized groups in the population. But there is always a seri- ous risk that the resources of local governments will be captured by spe- cial interest groups. This can negate the objectives of decentralization and community participation and can lead to misuse and misallocation of resources. Checks and balances must be built into the system, with mechanisms of accountability put into place. Social funds should not be considered a newly discovered panacea for all countries at all stages of development....

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Bài giảng Tiêu chí quyết định đầu tư

Mục tiêu bài giảng nhằm giúp người học biết được: thế nào là một tiêu chí quyết định đầu tư tốt?, lãi suất rào cản là gì?, phân loại các tiêu chí quyết định đầu tư,... Mời các bạn cùng tham khảo để nắm được kiến thức đã được trình bày.

On the Origins of a Conflict of Interest in the Mutual Fund Industry

The first time a money market fund broke the buck was in 1994, when the Denver-based Community Banker’s U.S. GovernmentMoney Market Fund reported aNAVof $0.96. It had themisfortune of owning securities that fell sharply in value during the rapid rise in interest rates that year. Because this was a small fund held by a small number of institutional shareholders, the impact was limited. It wasn’t until the credit crisis of 2008 hit that a fund broke the buck in a dramatic way. This was the Reserve Primary Fund—the first money market fund in the United States. The Primary Fund was a $60 billion institutional money fund, open only to...

Thế nào là hạn ngạch trong xuất cảng sang Hoa Kỳ

Đối với các nhà xuất cảng có ý định nhập hàng qua Mỹ, nhất là các sản phẩm về nông nghiệp, hoặc các sản phẩm dệt thêu hay may mặc, điều cần biết đến là hàng của mình có bị giới hạn không cho nhập hay chỉ cho nhập một số giới hạn nào đó thôi. Quota là hạn ngạch áp đặt bởi chính phủ Mỹ nhằm kiểm soát số lượng hàng hoá thâm nhập vào nước, do bởi các áp đặt, thường của các thế lực chính trị nội địa, nhắm vào việc bảo vệ quyền lợi của...

Investment Fund Regulatory and Tax developments in selected jurisdictions

Following the vote of the EU Parliament plenary session of 11 November 2010, and without formally waiting for the entry into force of the Directive expected for mid-2011, work on the implementation phase has started. This work will span more than two years, and will consist of two main pillars: Member States will draft their implementing legislation while the Commission and ESMA (former CESR)6 will work on so-called “Level 2” measures or technical and regulatory guidelines for implementation. Following a provisional request for assistance from the Commission, CESR/ESMA issued a call for evidence on implementing measures on the AIFM Directive on 3...

Viewpoint Fund distribution strategies in Asia Pacific

Currency risk is the risk that the value of investments denominated in currencies, other than the functional currency of the Fund, will fluctuate due to changes in foreign exchange rates. Investments in foreign markets are exposed to currency risk as the prices denominated in foreign currencies are converted to the Fund’s functional currency in determining fair value. The Fund may enter into forward currency contracts for hedging purposes to reduce foreign currency exposure or to establish exposure to foreign currencies. ...

All Mutual Funds, Asset Management Companies (AMCs) and Association of Mutual Funds in India (AMFI)

This paper brings these issues to a unique data set that contains the monthly returns of European-domiciled equity mutual fund managers over a 20-year period. Speci cally, we ask whether an investor can outperform when she has access to country-speci c managers across several developed European markets, and is allowed to rotate the portfolio allocation among the countries (and managers) as macroeconomic conditions in Europe evolve. If such a strategy does result in outperformance, we wish to know which country's local equity managers exhibit the best skills dur- ing a particular phase of the European business cycle. To address these points, we explore whether, under some macroeconomic conditions, a...

Meeting of the CTF Trust Fund Committee - INVESTMENT PLAN FOR CHILE

There is also diversity with regard to final beneficiaries: many providers target people excluded from mainstream financial services (47% of respondents of the latest EMN survey) and women (44%); moreover, ethnic minorities and/or immigrants (41%), young (29%) and disabled people (21%) are amongst the top ranks (see Jayo et al, 2010). Priority outreach to these specific target groups show the high social focus of microfinance in Europe. The causes and consequences of financial exclusion can also contribute to social exclusion: Those unable to access finance for enterprise creation/development, have greater difficulty in integrating into the financial system; this...

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