Contribution Plans offered at Amoco has an index-oriented‚ passive management nature. The plans‚ known as Core investment options‚ feature funds closely matched to S&P 500 and the Lehman Brothers Aggregate Bond Index. The advantage that Core investment option has is low management fees‚ which is 10% and even lower than that of publicly traded index mutual funds. Another feature of the Amoco DC plan is heavy investment in the company stock. In December 1998‚ more than half of the plan assets (55.5%)
Premium Investment Mutual fund
Established in January 1999‚ Pine Street Capital (PSC) was a market-neutral hedge fund that specialized in the technology field‚ facing market risk and trying to decide whether and which way to use in order to hedge equity market risk. They choose technology sector because the partners of PSC felt that they have enough ability to evaluate this sector and specially be good at picking out-performing stock. Short-selling of NASDAQ and options hedging strategy are the two major hedging choices for PSC
Premium Hedge fund Short Investment
Investment Pattern in India and Emergence of Mutual Fund Industry ABSTRACT: This project is about how the Investor’s Behavior is changing and they are now leaving behind the sacred investment options like the fixed deposits‚ company deposits‚ gold etc. Investors are now looking towards equity linked investment options. Like most developed and developing countries the mutual fund cult has been catching on in India. There are various reasons for this. Mutual Fund makes it easy and less costly for investors
Premium Investment Mutual fund Hedge fund
There are various advantages and disadvantages mutual funds offer compared to company stock for you retirement investing. Advantages: First‚ there is a lower cost; mutual funds are usually lower in expenses than company stock. Second‚ diversification‚ where diversification is used to reduce the portfolio risk. When you invest in multiple stocks from different companies there are more benefits from lower risk. Third they are convenient. Mutual funds are relatively easy to buy. Minimum investment is
Premium Investment Mutual fund
The investment in stocks bears a higher amount of risk which is main reason for formation of mutual funds and also the mutual funds are gives a professionally managed portfolio to the investor. This project has the objective to assist investor of stocks and the mutual funds. This project has been done in the HDFC Mutual Fund‚ Madurai. INTRODUCTION TO MUTUAL FUND: Concept: A mutual fund is a trust that pools the savings of a number of investors who share a common financial goal. The money
Premium Mutual fund Investment Hedge fund
Welcome Delegates AMFI Mutual Fund (Advisor) Module Preparatory Training Program Agenda By the end of the workshop‚ you shall be able to: understand the key mutual fund concepts required to take the AMFI exam get useful exam practice through quiz and practice tests. Logistics Timing Breaks Participation Mobiles “Learning is not a spectator sport”. How this session would help Increased importance of mutual funds Provide the right advice to clients Make
Premium Investment Mutual fund Bond
You could create an impoverished old age for yourself if you’re not careful. You can certainly get a lump sum out of your pension fund when you retire in any case. Every non-state pension schemes‚ as well as workplace pension schemes‚ personal pension plans and stakeholder pension schemes‚ provide you the decision of taking up to 25 percent of the pension fund as a lump sum upon retiring and you get to do so tax free. For many people‚ you would want to do this about the age of 65. This likewise
Premium Pension Retirement
Bits of What You Probably Should Know of 401 (k) Plans --- The term 401 (k) is one that is heard quite often in today’s. Most people know that it has something to do with retirement‚ but few young people know exactly how 401 (k) plans work or why they are becoming more and more popular. Additionally‚ many people who have 401 (k) plans may not know all the details of how they work‚ how to get the most out of their plan‚ and how to keep their money safe. In reality‚ everyone in the business world
Premium Pension Mutual fund Investment
AMFI Test 1. A close-ended mutual fund has a fixed : a. NAV b. fund size c. rate of return d. number of distributors 2. The maximum load that a fund can charge is determined by the : a. AMC b. SEBI c. AMFI d. distribution agents based on demand for the fund 3. The amount required to buy 100 units of a scheme having an entry load of 1.5% and NAV of Rs.20 is : a. Rs.2000 b. Rs.2015 c. Rs.1985 d. Rs.2030 4. A gilt fund is a special type of fund that invests : a. in very high quality
Premium Mutual fund Bond Investment
investment of $800‚000 in a diversified portfolio of funds. To find the investment that would result in the greatest annual yield we have formulated a linear program that takes into account the requirements for the client of J. D. Williams‚ Inc. The requirements for the investment portfolio can be found on the section titled “Problem Description” The greatest annual yield that can be expected while subject to the requirements of the different funds and the prospective client is $94‚133.33. The money
Premium Investment Optimization Mutual fund