"Mutual fund" Essays and Research Papers

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    management audit * company analysis with ratio/fund flow * study of stock exchange * role of SEBI * joint venture * takeover * merger * marginal cost as management tool * product life cycle * media plan * test marketing * export pricing * role of small scale industries in developing nation * role of SIDBI * role of EXLM bank * study of financial institute * mutual fund * Privatization insurance‚ road‚ ports etc.

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    Portfolio Management

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    Kanjurmarg (East) Mumbai – 400042 ‚ Maharashtra ‚ India Nature of Business : Service Provider Services : Equities‚ Derivatives‚ Commodities‚ Mutual Fund Portfolio Management‚ IPO‚ Depository Services Online Services and Technical Research. No. of Employees : Over 3500

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    nike inc.

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    NorthPoint Large Cap Fund‚ a mutual fund management firm‚ deciding whether to buy Nike’s Stock Nike’s net income has fallen from $800 million to $580 million since 1997. Also its profit and market share have declines significantly from 48% to 42% (Shoe products market share) from 1997 to 2000 To counter this down fall Nike has decided to develop more athletic shoe products in mid-priced segment and also to push their apparel line. It has also decided to cut down expenses Analyst reactions are

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    Vanguard Case Analysis

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    Project Investing in the total stock market allows an investor to capture the return of the stock market while at the same time diversifying an investment portfolio. The easiest way to build a total stock market portfolio is with a mutual fund or an exchange traded fund. This particular portfolio is diversified with Vanguard ETF’s that were carefully chosen to seek the highest return with moderately aggressive to aggressive risk strategy. The investment strategy associated with this portfolio is short-term

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    options seek to achieve superior returns (like equity)‚ but with corresponding higher risk. Other provide safety (like PPF) but at the expense of liquidity and growth. Other options such as FDs offer safety and liquidity‚ but at the cost of return. Mutual funds seek to combine the advantages of investing in arch of these alternatives while dispensing with the shortcomings.Indian stock market is semi-efficient by nature and‚ is considered as one of the most respected stock markets‚ where information is

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    Case 6 Jeffrey Smith

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    Wilson’s department. 2.  How could Smith have "managed" Johnson and his expectations more effectively from the beginning? After the first session where Johnson suggested IMC should increase the mutual fund management activity‚ Smith did not give any news or thought about Johnson’s wish to expand the fund portfolio; leaving him waiting and thinking hard without any consideration from him. Smith only turned to Wilson and dismissed Johnson that might appear as rude‚ because he obviously avoided the

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    Investment Banking

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    Financial Markets” gives a brief idea regarding the various investment options that are prevailing in the financial markets in India. With lots of investment options like banks‚ Fixed Deposits‚ Government bonds‚ stock market‚ real estate‚ gold and mutual funds the common investor ends up more confused than ever. Each and every investment option has its own merits and demerits. Any investor before investing should take into consideration the safety‚ liquidity‚ returns‚ entry/exit barriers and

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    Case Motivation For Zeus

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    Asset Management Go8 Learning objectives  Consider different types of investors with different risk preferences and how their investments differ as a result  Examine how different mutual fund investments might allow individual investors to invest in portfolios otherwise not within their reach.  Understand how fund performance is estimated and the caveats associated with a focus on returns without taking into account the risks associated with generating them.  Be capable of determining the best

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    DFA CASE

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    Dimensional Fund Advisors‚ 2002 1. What is DFA’s business strategy? What do you think of the firm? Are the DFA people really believe in efficient markets? Although DFA is dedicated to the principle of efficient market‚ but to some extent‚ the DFA people do not totally believe it. According to the efficient market hypothesis‚ when market efficiency is strong-form‚ stocks always trade at their fair value on stock exchanges and technical analysis‚ fundamental analysis and insider trading analysis

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    The Lee Case Study Questions

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    Pay off all existing credit card balances within the next 2 years. 6. Have liquid assets equal to 3 month ’s net salary within the next 2 years for an emergency fund. 7. Save $10‚000 for the purchase of a second car in 3 years. 8. Buy a house within 5 years. Megan and Kevin plan on using the inherited funds that are

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