Xem 1-20 trên 24 kết quả Funds matrix
  • Dodd-Frank provides for the comprehensive regula- tion of swaps and requires “swap dealers” and “major swap participants” to register with regulators. 3 As many private funds engage in various types of swaps and derivatives transactions, private fund managers will need to determine if their funds are captured by these new cat- egories, which would then require registration and com- pliance with numerous new compliance requirements.

    pdf6p hongphuocidol 04-04-2013 17 7   Download

  • Our results have important implications for the performance of the mutual fund industry. From an overall perspective, we observe more frequently funds with negative rather than positive performance. However, the performance of the industry as a whole is not so bad because about 80 percent of the funds produce zero alphas. In fact, the negative average performance documented in the previous literature is not due to the majority of funds but is only caused by one fifth of the funds.

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  • One key advantage to starting a forex fund is that the fund manager can legally accept compensation for his or her trading and advisory services. In many cases, the fund manager can legally advertise their services as well. This compensation can provide an excellent supplement to an existing income or it may allow trader to work as a paid forex adviser on a full-time basis. In our experience, many forex new fund managers also keep their "day jobs" for a while until they are certain this is the business they want to be in. Market conditions have never been better...

    pdf9p quaivatdo 18-11-2012 17 5   Download

  • Mutual funds have been a significant source of investment in both government and corporate securities. Decades it has been the monopoly of the state with UTI being the key player, with invested funds exceeding Rs.300 bn. The state-owned insurance companies also hold a portfolio of stocks. Presently, numerous mutual funds exist, including private and foreign companies and mainly state- owned Banks. Foreign participation in mutual funds and asset management companies (AUM) is permitted on a case-by-case basis.

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  • Even if an entity otherwise holds a “substantial position” in swaps, it would not qualify as a major swap participant if those positions are held for “hedging or mitigating commercial risk,” among other exceptions. 20 However, the proposed defi nition of “hedging or mitigat- ing commercial risk” would exclude swap positions held for speculative purposes. 21 As most private funds would presumably be deemed to be holding their swap positions for speculative purposes, that exclusion is unlikely to apply to them.

    pdf11p hongphuocidol 04-04-2013 35 5   Download

  • Financial globalization could be described as a process in which global financial activities get increasingly integrated with the risk creation mechanism. This description emphasizes three points. First, financial globalization is not only a process in which financial activities transcend national borders, but also a process in which risks spread across the markets. Second, financial globalization is initiated by many micro-economic entities to seek profits and is driven by the integration of global financial markets. Third, it is a gradually deepening process with distinct phases....

    pdf25p truongdoan 10-11-2009 157 45   Download

  • Although the growing literature on the importance of finance in economic growth contrasts bank-based financial systems with market-based financial systems, little attention has been paid to the role of the bond market. Correspondingly the role of the bond market has been very small relative to that of the banking system or equity markets in most Asian emerging economies. We argue that the underdevelopment of Asian bond markets has undermined the efficiency of these economies and made them significantly more vulnerable to financial crises....

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  • Extreme weather is hitting all regions of the globe with increasing severity. Despite the damage that can and will be caused from these extreme weather events, certain industries will nevertheless benefit and certain industries will be hurt. It is the purpose of this book to identify and evaluate the sectors, industries, companies, and more specifically the particular stocks, bonds, and futures that will be the winners and losers as extreme weather events continue to impact the Earth. Every investment idea in this book will work under the current, global climate condition.

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  • A vast literature focuses on the predictability of U.S. and international stock returns using macroe- conomic variables, such as the short government interest rate or the yield spread between defaultable and government bonds. For instance, Ferson and Harvey (1993) nd that returns on international stock indexes are predictable using macroeconomic indicators as conditioning variables. More strikingly, Ferson and Harvey (1999) nd that broad economic variables explain the cross-sectional variation in U.S. individual stock returns better than the Fama and French (1993) empirical factors.

    pdf70p khanhchilam 29-03-2013 29 7   Download

  • To derive our empirical results, we obtain a sample of equity SRI funds from the Social Investment Forum for the period 1997-2005 and merge this sample with the CRSP Survivor Bias Free US Mutual Fund Database. Our results indicate that the SRI constraint does not reduce funds' before-fee performance, measured using the four-factor alpha of Carhart (1997). On the contrary, SRI funds outperform comparable conventional funds by a substantial 0.96% to 1.83% per year before expenses.

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  • Individuals accounted for the majority of listed subjects in the SARs; however, filers noted a few as business entities and, in some cases, identified a family’s trust fund or retirement plan. Approximately 65 percent of the subjects found in the 641 SARs were either: a) associated with some kind of business (named or un-named) or occupation13 ; b) identified by a job title, profession or other reference (Physician, Attorney, Restau- rant Owner, Retired, etc.); or c) identified by a business name or the nature of the business if the subject was listed as a company.

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  • Indeed, these tough times can be seen as an opportunity for the industry to reinvent itself. Perhaps, the industry has moved beyond the first phase, in which it established itself as a part and parcel of the investment matrix. The industry needs to evolve again to strengthen its position and proposition. It is probably time to question established wisdom and explore alternatives. In the present situation, there may be no single ‘silver bullet’ solution, but it will require a multitude of initiatives to be taken across the entire spectrum of activities of a mutual fund.

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  • Residential leases are regulated by provincial legislation. In some cases, the applicable legislation will override the terms of the lease agreement, regardless of the intention of the parties. In some provinces, the ability of the landlord to increase residential rents is limited by provincial regulation. Financing Most real estate !nancing is arranged through institutional lenders such as banks, trust companies, pension funds, credit unions and insurance companies.

    pdf21p quaivatxanh 01-12-2012 25 4   Download

  • As part of identifying all project stakeholders, the project manager will communicate with each stakeholder in order to determine their preferred frequency and method of communication. This feedback will be maintained by the project manager in the project’s Stakeholder Register. Standard project communications will occur in accordance with the Communication Matrix; however, depending on the identified stakeholder communication requirements, individual communication is acceptable and within the constraints outlined for this project. ...

    pdf11p tay_thi_le 21-02-2013 18 3   Download

  • The dataset constitutes an unbalanced panel of 174 countries over the period 1791-2009. 5 In constructing the dataset, we relied on various sources for series on debt, GDP, and debt-to- GDP ratios. These included statistical handbooks—for example, of the League of Nations and the United Nations—official government publications, and databases complied by researchers and international organizations. The HPDD aims to cover public debt at the general government level.

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  • The Kenya Working Papers series is an unreviewed, unedited prepublication series of papers reporting on studies in progress. This paper is based on further analysis of data collected in the 2004 Kenya HIV/AIDS and Maternal and Child Health Service Provision Assessment (KSPA). The 2004 KSPA was supported by the United States Agency for International Development (USAID), the United Nations Children’s Fund (UNICEF), and the U.K. Department for International Development (DFID).

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  • One method of addressing personal fi nances among students of higher education is through college- and university-based fi nancial education programs. In recent years, there has been a growth in the number of these programs, which vary widely in their composition. Some schools offer individual fi nancial counseling services for students, while others provide presentations and workshops relative to personal fi nance topics; others provide websites with links to fi nancial content.

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  • New financing strategies can go only so far if existing constraints are not ad- dressed. System transformation will require a major reorganization of the cat’s- cradle of federal funding streams: Title IV (ChildWelfare); Title V (Maternal and Child Health); Title XIX (Medicaid); Title XXI (the State Children’s Health Insur- anceProgram,orSCHIP);HeadStart;WIC;andevenfundsfromNoChildLeft Behind, the Individuals with Disabilities Education Act (IDEA), and other pro- grams that are allocated from the Department of Education. This will not be an easy task.

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  • The willingness of banks to make such forward commitments to lend to nonbank firms and households depends very much on the wholesale interbank market. If the wholesale interbank market works smoothly without counter party risk at positive interest rates, then even currently illiquid banks can make forward loan commitments to their retail customers. If such a bank happens to be still illiquid when a corporate customer suddenly draws down its credit line, the bank can cover its retail commitment by bidding for funds in the wholesale market...

    pdf25p taisaocothedung 09-01-2013 17 2   Download

  • Like other GCC countries, Saudi Arabia, as the world’s largest producer and exporter of oil, has benefitted from increasing oil revenues in recent years. Although Saudi Arabia has not formally established a SWF, its central bank holds a significant amount of international investments outside of traditional foreign reserves, and thus is not reflected on the previous chart. Separately, the Saudi central bank controls an estimated $320 billion in foreign assets, with “additional reserves that are not made public for national security reasons.

    pdf6p thangbienthai 20-11-2012 17 1   Download

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