EXCHANGE-TRADED FUNDS Investment companies‚ manage the funds of individuals‚ businesses‚ and state and local governments‚ and are compensated for this service by fees that they charge. The fee is tied to the amount that is managed for the client and‚ in some cases‚ to the performance of the assets managed. Some asset management companies are subsidiaries of commercial banks‚ insurance companies‚ and investment banking companies. As an investment vehicle‚ open-end funds (i.e.‚ mutual funds) are
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Dimensional Fund Advisors 2002 Introduction: Dimensional Fund Advisors (DFA) is an investment firm based in Santa Monica‚ California. It was founded in 1981 by David Booth and Rex Sinquefield. It is a different investment firm which think differently and push the frontiers of innovation. The firm had close working relationships with academics such as Eugene Fama and Kenneth French who introduced the Fama & French three factors model. Fama has worked in DFA since very early days‚ now he is
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Introduction - Types Of Financial Institutions And Their Roles A financial institution is an establishment that conducts financial transactions such as investments‚ loans and deposits. Almost everyone deals with financial institutions on a regular basis. Everything from depositing money to taking out loans and exchanging currencies must be done through financial institutions. Here is an overview of some of the major categories of financial institutions and their roles in the financial system.Commercial
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Hedge Fund A Hedge Fund is a portfolio of investments hoping to reduce the risk of investment and expanding the maximum return an investment could bring. A firm instead of individuals usually manages it. Usually‚ hedge funds are only offered to a number of investors and requires a large amount of initial minimum investment‚ it’s usually 1 million dollars in the USA. Adding on‚ investors are usually required to keep their initial investment in the fund for at least a year. Hedging is usually
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questionnaire is a tool that supports the overall selection process of suitable investment managers to help meet your business and client proposition needs. Other tools and templates are also available so please contact your Business Development Manager for more information. Request for Proposal questionnaire - Investment Management Aim The aim of this stage of the process is to form a match of the investment managers’ propositions against your specific requirements‚ to determine the
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Aver age Date: February 27‚ 2012 Price (SGD) 2.80 2.60 2.40 2.20 2.00 1.80 1.60 1.40 GICS: Consumer Discretionary/Hotels‚ Resorts & Cruise Lines a hotelier with a chain of three 4-star hotels in Singapore and Penang‚ and a portfolio of investment properties in New Zealand‚ Singapore and Penang. Business Summary: Incorporated in 1968‚ Hotel Royal is Country of Incorporation: Singapore Head Office Location: Hotel Royal‚ 36 Newton Road‚ Singapore 307964 Zealand Vol ume Vol (’000)
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Definition of UCITS • raising of capital from the public • investment in eligible assets in accordance with the principle of risk spreading - Definition of AIF • raising of capital from a number of investors • investment in accordance with a defined investment strategy EU Passports/Private placement Non-regulated entities/Below threshold AIFMs 2 2. Choice Criteria Eligible assets Risk diversification/investment restrictions Liquidity Tax Marketing/Type of investors
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References: Australian Securities and Investment Commission‚ ‘Shadow shopping study of retirement advice’ (Report 279‚ 27 March 2012) Decimal‚ ‘Beyond FOFA – five fault lines shaping the ‘real’ future of financial advice’ (2011) Financial Services Authority‚ ‘Retail Distribution Review: Independent
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financial intermediaries: investment bankers‚ brokers‚ and dealer. Investment banking firms help businesses and governments sell their securities to the public. They purchase securities from the issuing company and then resell them to the public (called underwriting) or they try to sell securities for a desired price‚ without guarantees (called best efforts basis). (Gallagher & Andrew‚ 2003) Broker dealers are financial intermediaries that provide a wide range of financial and investment services to investors
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institutional and investment banking clients" (http://www.morganstanley.com/about/inside/history.html?page=about). According to the Morgan Stanley ’s website‚ it states that "Morgan Stanley is one of the world ’s largest diversified financial services companies‚ with a reputation for excellence in advice and execution on a global scale. Our Firm enjoys leading franchises in three attractive businesses: Global Securities‚ where Morgan Stanley serves individual and institutional investors and investment banking
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