Sophisticated investor

Xem 1-15 trên 15 kết quả Sophisticated investor
  • The SEC established these requirements to protect the average investor from some of the worst and most risky investments in the world. The problem is, these investor requirements also shield the average investor from some of the best investments in the world, which is one reason why rich dad’s advice to the average investor was, “Don’t be average.”

    pdf403p greengrass304 14-09-2012 52 18   Download

  • Market efficiency prevails when many investors are willing to depart from maximum diversification, or a passive strategy, by adding mispriced securities to their portfolios in the hope of realizing abnormal returns. The competition for such returns ensures that prices will be near their “fair” values. Most managers will not beat the passive strategy on a riskadjusted basis. However, in the competition for rewards to investing, exceptional managers might beat the average forecasts built into market prices....

    pdf104p camnhin 10-03-2011 177 50   Download

  • Though some pension funds – mostly larger, more sophisticated investors - are able to invest at the riskier end of the spectrum (i.e. in start-up, venture capital type projects focusing on clean tech and other innovations), this will only ever constitute a small percentage of their portfolios. The broad mass of pension funds will be more interested in lower risk investments (i.e. in deployable renewables etc.

    pdf66p quaivatdo 19-11-2012 35 5   Download

  • A further reason for the lack of green investments by pension funds is that their asset allocation to private equity and particularly infrastructure related assets in general remains limited.

    pdf43p quaivatdo 19-11-2012 19 4   Download

  • Founded in 1807, John Wiley & Sons is the oldest independent publishing company in the United States. With offices in North America, Europe, Australia, and Asia, Wiley is globally committed to developing and marketing print and electronic products and services for our customers’ professional and personal knowledge and understanding. The Wiley Finance series contains books written specifically for finance and investment professionals as well as sophisticated individual investors and their financial advisors.

    pdf350p mimidu 12-07-2010 136 70   Download

  • This book not only does an outstanding job of introducing basic bond concepts, but also introduces the reader to more sophisticated investing strategies. Sharon Wright does a fantastic job demystifying a subject many people find intimidating—this book is not only understandable, but also entertaining and fun. —Brian M. Storms, President, Prudential Investments Ms. Wright has produced an excellent, easy-to-read guide for the novice bond investor. The book is well organized and allows its readers to identify and focus in on the security types most suitable for them....

    pdf305p 951847623 09-04-2012 96 44   Download

  • The increasing globalisation of financial markets led companies in many countries to apply from 2005 the IFRS principles. The main goal of IFRS is to safeguard investors by achieving uniformity and transparency in the accounting principles. One of the most challenging aspects of the IFRS rules is the accounting treatment of derivatives, a challenge that has strengthened the relationship between risk management and accounting.

    pdf443p haiduong_1 03-04-2013 44 19   Download

  • In addition to testing for the presence of smart money, the disaggregated na- ture of our fund f low data allows us to examine two key hypotheses with respect to mutual fund investor behavior. Specifically, we are in a position to compare the quality of fund selection decisions made by individual and institutional investors, and likewise to compare fund buying and selling decisions.

    pdf57p khanhchilam 29-03-2013 45 8   Download

  • When considering demand side factors, we find that wealthier countries, measured by GDP per capita, and countries with a more educated population have a larger mutual fund sector. These effects are particularly pronounced for the equity sector, which may require a higher level of investor sophistication. Internet penetration is also positively related to the size of the mutual fund sector, but it is highly correlated with the other demand size variables.

    pdf40p khanhchilam 29-03-2013 36 7   Download

  • The smart money hypothesis states that investor money is “smart” enough to f low to funds that will outperform in the future, that is, that investors have genuine fund selection ability. 1 Research into smart money in the mutual fund context was initiated by Gruber (1996). His aim is to understand the continued expansion of the actively managed mutual fund sector despite the widespread evidence that on average active fundmanagers do not add value.

    pdf92p khanhchilam 29-03-2013 38 7   Download

  • An investor in a forex fund should be sophisticated enough to understand the risks associated with forex trading. Many investors would be interested in forex funds if they had the opportunity. Because advertising of the fund and any other non-personal communications are prohibited, and the media has touted the risks over the benefits, investors must be sought in more direct and creative ways. A trader may find that in addition to family and close friends, many colleagues and casual acquaintances may be potential investors.

    pdf8p quaivatdo 18-11-2012 28 6   Download

  • This environment could change if the downward shift of yield curve continues. Anecdotal evidence suggests that institutional investors are becoming more sensitive to changes in financial market conditions and therefore are increasingly interested in higher-return generating assets and more sophisticated styles in fund management. Indeed, the fall in the short term interest rate since last August appears to have been gradually affecting investors’ behavior. Clients’ requests for daily liquidity have decreased at the margin. ...

    pdf17p hongphuocidol 04-04-2013 31 5   Download

  • Another argument why public capital markets can create incentives to reduce the informativeness of earnings in specific situations is based on earnings targets. Beatty et al. (2002) argue that small investors in stock markets are more likely to rely on simple heuristics such as earnings targets than fairly sophisticated private investors (e.g., banks), which makes public firms more likely to engage in earnings management to exceed targets. Similarly, public firms may manage earnings to meet or beat capital market expectations as expressed in analyst forecasts.

    pdf66p bin_pham 06-02-2013 16 3   Download

  • As business leaders look for the best places to locate operations, raise capital, and source talent and ideas, prudence demands that they invest wisely throughout the world. To be successful with their geographic strategy, however, they must build a portfolio that reflects a sophisticated understanding of five underlying fundamentals. Successful investors recognize the wisdom of holding a diversified portfolio. The approach isn’t failsafe—the recent downturn destroyed value across the board—but it’s usually a sensible way to earn stable returns while limiting risk.

    pdf11p khangoc2396 25-09-2012 18 2   Download

  • The Commission should follow the same path here: begin with a prohibition, gain experience, and ultimately consider development of a detailed rule that would promote comparability of performance figures through the imposition of standardized methodologies. Private funds may argue that the general anti-fraud provisions in Section 206(4) and Rule 206(4)-8 are sufficient to protect the “sophisticated” accredited investors that are targeted by the advertisements.

    pdf16p quaivattim 04-12-2012 11 1   Download

CHỦ ĐỀ BẠN MUỐN TÌM

Đồng bộ tài khoản