losing your money.. Portfolio Diversification You can use index funds or exchange traded funds to track a broader market index. This gives you exposure to many different types of companies‚ without your individual research required. Furthermore‚ your money is allocated between many sectors‚ so if financial companies hit a rough patch‚ perhaps your oil companies will be doing well. . The most diversified funds will have exposure to the largest sectors of the US economy‚ and are
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WHO SHOULD INVEST IN UNIT TRUST Unit trust funds are promoted as a long-term investment instrument. It is also a form of indirect mechanism for participating in capital market instruments. Investment in unit trust funds carries a relatively lower risk-return profile‚ hence would appeal to you if you are a conservative investor with a long-term investment horizon and who lacks the time and skill to directly participate and monitor the investments in the various capital market instruments. In general
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FOREIGN TRADE UNIVERSITY Finance & Banking Faculty YEAR 2012 ~~~~~~*~~~~~~ Portfolio Management Assignment TOPIC: Portfolio investment analysis of Vietfund Management – VF1 Guiding lecturer: Msc. Le Phuong Lan Student: Trinh Mai Chi - 0953040014 Pham Huong Giang – 0953040026 Nguyen Quynh Loan – 0953040049 Le Thi Thu Trang – 0953040089 Pham Huong Van - 0953040095 Class: A2 - High quality class – K48 – F&B -0Ha Noi – 10/2012 Group 3 – A2 HQC F&B – Vinafund VF1
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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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are no investments reported by the equity method. 4. What amounts from these investments are reported in the comparative income statements? Has the income increased or decreased over the years reported? The investment including Money market funds‚ corporate debt securities and Debt securities issued by United States Treasury total are $1‚592‚973 in 2010. In 2009‚ these investments total are $1‚020‚970 in the income statement. The income has increased over the last 2 years reported. 5
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1. Cash equivalents are short term investments that are converted into cash. Examples include money market funds‚ U.S. Treasury bills‚ and high-grade commercial paper. These items are combined with cash for the purpose of a balance sheet because cash equivalents are so similar to cash that they are combined. The cash equivalents are very safe‚ have a market value‚ and mature in 90 days of the date of acquisition. If they do not meet these requirements‚ they are to be listed as Marketable Securities
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consortium companies represent an indirect investment by the institutions in those companies. In most cases the shareholdings represent funds that are invested on behalf of third parties via investment funds. As fund managers the financial institutions have a relationship with the consortium companies but they are not directly accountable for the eventual investment of funds in the gas and oil projects in Burma by the consortium companies. The provision of loans by financial institutions or the underwriting
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Investment number - 493497/368129/INVRA 001 Thank you for your additional investment with Investec Investment Management Services (IMS). The iSelect Retirement Annuity offers you a wide range of unit trust funds with which to build your portfolio as well as the flexibility to switch between funds as your financial needs change. Please find enclosed a summary of your investment. As an investor you will receive quarterly statements providing information on your investment. Should you have any queries
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1. Why did Irving Fisher believe that stock prices had reached a permanently high plateau? 2. Why did the stock market crash in 1929? 3. Why did influential individuals like Fisher‚ Keynes and Rockefeller believe that the downturn would only be temporary? 1. What role did Bear’s culture play in its positioning vis-à-vis its competitors‚ and what role might that culture have played in its demise? 2. 2. How did Bear’s potential collapse differ from that of LTCM in the eyes of the Federal Reserve
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Task 1 Benchmark for the investment portfolio In order to measure the performance of individual funds‚ the benchmark should be chosen to critical whether the portfolio has met or not the investor’s goal and objectives. Refer to the substance of the five funds; the benchmarks are selected shown as below and reasons why choose these benchmarks are shown following: Colonial First State Cash Management Trust The benchmark of CFS is RBA 90 days BAB rate‚ because it is sensitive to interest rate change
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