Fund Industry Module 2 : Set-up and ongoing requirements of UCIs 10 February 2014 1 Introduction 1. Yesterday (Pre-AIFMD) vs. Today (Post AIFMD) Product laws EU Directives - purpose - supervision at Fund level and/or at manager’s level - 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
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upper edge of this region is the efficient frontier in the absence of a risk-free asset. 2. (Chapter 1‚ Practice Questions 14) The return from the market last year was 10% and the risk-free rate was 5%. A hedge fund manager with a beta of 0.6 has an alpha of 4%. What return did the hedge fund manager earn? Solutions: 3. (Chapter 2‚ Q3) Page 2 of 8 (a). How many banks are there in the United States? (b). What is the size of the assets held by these banks? Solutions: (a)&(b) 4. (Chapter 2
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The main role of a unit trust consultant would be distributing unit trust or mutual funds on behalf of a unit trust managemen company/ bank to the public. By explaining and analysing each and every fund that are distributed‚ unit trust consultant aid their clients in giving their best bets on their investments. In reality‚ a unit trust consultant is helping their clients in achieving financial independence at earlier age. And these need to start from educating them how important a financial plan
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was founded by Wesley Edens ‚ Randal Nardone and Robert Kauffman in 1998. It is a leading global alternative asset fund with approximately $29.9 billion in assets under management (AUM) as of March 31‚ 2007. They have three core business Private equity funds Hedge funds Publicly traded vehicles- Castles Castles- $ 3Bn Hedge fund$9.6Bn Private equity fund- $ 17.5Bn STRATEGYStrong Investment Performance Expand our Investment Products STRENGTHPresence in world market
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intermediary such as an insurance company or mutual fund) sells its own securities to savers and uses the money it makes from the sale of its securities to purchase and hold business’ securities‚ while the savers hold the intermediary’s securities. B) What is a market? Distinguish between the main types of markets. A Market: brings people and organizations wanting to borrow money together with those who have surplus funds. 1. Physical Asset Markets versus Financial
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described with the banks‚ postal Office‚ National Saving centers and Financial Institutions etc. 5) SECURITIES All types including Shares‚ Debentures‚ N.I.T. Units‚ ICP Mutual Funds‚ Defence Saving‚ Special Saving Certificates and account thereof Prize Bonds‚ Government Securities etc.‚ 6) FUNDS Provident Fund‚ Gratuity‚ Annuity‚ etc‚ LOANS given to other and ALL OTHER INVESTMENTS etc. Place Deponent(s) Dated: WITNESSES: We‚ 1) Resident of 2)
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spent much of the last hour of Friday trading near that price‚ with onlookers watching to see if it would post a $37.99 price - which it did not. But the bank will not support the stock indefinitely‚ analysts said‚ and once that firepower is gone‚ funds that received IPO stock looking for a bounce may decide to bail as well. Lead underwriters in a stock essentially "short" the stock through what is known as an "over-allotment" of shares - they sell shares to the market that they do not own. If
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International Financial Management‚ 2e (Bekaert / Hodrick) Chapter 1 Globalization and the Multinational Corporation 1.1 Multiple Choice Easy 1) Which of the following was created in an effort to promote free trade? A) World Trade Organization B) the Sarbanes-Oxley Act C) multilateral development banks D) the Organization for Economic Cooperation and Development Answer: A 2) Which one of the following is an investment from which the payoff over time is derived from the performance
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International Business Research; Vol. 5‚ No. 8; 2012 ISSN 1913-9004 E-ISSN 1913-9012 Published by Canadian Center of Science and Education A Model for Evaluating Financial Performance of Companies by Data Envelopment Analysis A Case Study of 36 Corporations Affiliated with a Private Organization Reza Tehrani1‚ Mohammad Reza Mehragan1 & Mohammad Reza Golkani1 1 School of Management‚ University of Tehran‚ Tehran‚ Iran Correspondence: Mohammad Reza Golkani‚ School of Management‚ University
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the Zonal Manager in-charge of the Zone of the Corporation; and (ii) in any other case‚ the appointing authority specified by Appendix I to these rules; (g) “contribution” means any sum credited by the Corporation on behalf of an employee to the Fund‚ but shall not include any sum credited as interest; (h) “Corporation” means the Life Insurance Corporation of India established under Section 3 of the Life Insurance Corporation Act‚ 1956 (31 of 1956); 199 (i) “date of retirement” means the
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