"Mutual fund analysis" Essays and Research Papers

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    Endeca (A)

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    ideas. At the beginning‚ Endeca planed to make a Series C round funding in around November and Decemeber in 2000. However‚ because of the NASDAQ was falling‚ the CEO Papa realized that raising funding at that time was vey hard. Thus‚ Papa extended the funds from Series B to an extra six months. Papa’s action gave many other firms to have the chances to catch up and build up their technologies and management strategies. Thus after this six-months delay‚ Endeca needs to put in more effort to gain back its

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    Financial Intermediation

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    Financial intermediation consists of transforming funds between surplus and deficit units. This can take place indirectly through depositories or directly through investment banks‚ per say. In the article Dell Deal Done Differently‚ “stapling financing” was the controversial practice taken place. Stapling financing as depicted in the article is an act investment banks premeditate when offering a finance packaging to bidders during acquisition. This is a part of financial intermediation because it

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    to improve market timing by learning to recognize leading indications of forthcoming changes. The aim of this study is the testing‚ in a Mutual Fund series‚ of the predicting ability of a popular technical exchange tool‚ the Moving Average Rule. A short-term and a long-term moving average are used for the creation of “buy” and “sell” signals of mutual funds. 2891 predictions were made‚ for the same time-series‚ for different values of short-term and long-term moving averages and the profitability

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    Karachi Stock Exchange

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    The Karachi Stock Exchange or KSE is a stock exchange located in Karachi‚ Sindh‚ Pakistan. Founded in 1947‚ it is Pakistan’s largest and oldest stock exchange‚ with many Pakistani as well as overseas listings. Its current premises are situated on Stock Exchange Road‚ in the heart of Karachi’s Business District. The KSE is the biggest and most liquid exchange in Pakistan and in 2002 it was declared as the "Best Performing Stock Market of the World" by "Business Week". As of December 20‚ 2007‚ 671

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    Case Study: Bea

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    Case 1: BEA Associates: Enhanced Equity Index Funds The following questions are meant to help focus your analysis of the case. You should do your best to evaluate the futures method of replicating the S&P 500 and then think more generally about the other options presented. Please turn-in a one page memorandum that describes your analysis and recommendations to BEA. (Note that your memo doesn’t need to answer all of these questions‚ but your analysis will likely require you to know the answers to

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    ""Life Insurance Investments in the US to 2017: Market Databook"" contains detailed historic and forecast data investments in the life insurance industry in the US . This databook provides data on government securities‚ corporate bonds‚ investment funds‚ cash in bank/hand‚ other investments and total investment income. Buy this report OR Know more : http://www.jsbmarketresearch.com/finance-banking/r-Life-Insurance-Investments-in-the-US-to-2017-Market-Databook-48103 Summary This report is the result

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    Providing Detailed Regulations for Implementation of a Number of Articles of the Law on Securities (Decree 14) . The MOF is to shortly issue a regulation to further provide guidance to the SSC on regulating and establishing investment funds‚ securities companies and fund management companies. An update will be provided once the regulation has been promulgated. 1. 1.1 Relevant bodies The State Securities Commission (SSC) The SSC is the official regulator of the stock exchange‚ and is overseen

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    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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    Gold Etfs in India

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    days‚ but precious metal investing requires special attention to the logistics of the purchase. The logistics referred to are the problems of security‚ insurance‚ physical handling‚ storage‚ moving‚ and reselling‚ along with many others. Gold ETF funds provide a method for investing in gold that eliminates these issues. Gold has always been a popular investment and is often used as a hedge in uncertain times and in uneasy markets. Gold ETFs have become a popular way to trade and invest in gold

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    professional grade will not change the S = 10‚ P = 20 solution because of the requirement for the maximum percentage of kevlar (10%). 39. a. Let S = number of units purchased in the stock fund M = number of units purchased in the money market fund Min 8S + 3M s.t. 50S + 100M  1‚200‚000 Funds available 5S + 4M  60‚000 Annual income M  3‚000 Minimum units in money market S‚ M‚  0 Optimal Solution: S = 4000‚ M =

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