UTI RETIRED BENEFIT PENSION FUND PERFORMANCE EVALUATION: AN EMPERICAL INVESTIGATION ABSTRACT This paper evaluates the performance of actively managed UTI Retired Benefit Pension fund against passively managed CNX 100 index as the benchmark index for the period January 2008 to December 2012 by employing traditional measures of performance evaluation. This is broadly divided into two categories: stock selectivity
Premium Investment Mutual fund Hedge fund
Bottom of Form Top of Form Bottom of Form A NARRATIVE REPORT ON ON-THE-JOB TRAINING AT PAG-IBIG FUND-ILIGAN‚ ILIGAN CITY I‚ Mac Royyen Franklin L. Revelo‚ an Information Technology student from STI Iligan‚ had completed a total of Two Hundred hours of office practicum with Marketing Department in Home Development Mutual Fund also known as Pag-ibig Fund ‚ Iligan City from January 06‚ 2015 to Mach 12‚ 2015. On the first day of my internship‚ I felt a bit of nervous but I stayed calm and cool. I didn’t
Premium Skill Training Mutual fund
CHAPTER-II ROLE OF FIIs IN INDIA A major development in our country post 1991 has been liberalization of the financial sector‚ especially that of capital markets. Our country today has one of the most prominent and followed stock exchanges in the world. Further‚ India has also been consistently gaining prominence in various international forums‚ though we still have a long way to go. Developing countries like India are generally capital scarce. This is because levels of income are lower in
Premium Investment Stock exchange Stock market
deposit in an account to fund your children’s education? 2) My spouse and I are each 62 and hope to retire in three years. After retirement we will collectively receive $7‚500 per month after taxes from pension plans and $1500 after taxes from Social Security. Unfortunately our monthly living expenses are $15‚000. Our social obligations preclude further economics. We have $1‚000‚000 invested in high grade‚ tax free municipal bond mutual fund. The return of the fund is 3.5% per year. We
Premium Net present value Investment Bond
agencies or institutions from which finance/ funds can be raised for a long period of time. In case of sole-proprietary concerns and partnership firms long term funds are generally provided by the owners themselves or by their retained profits. But in case of Companies whose financial requirements are rather large‚ the following are the sources from which funds are raised: (1.) Capital Market (2.) Special Financial Institutions (3.) Mutual Funds (4.) Leasing Companies (5.) Foreign
Premium Investment Mutual fund
fundamental research and quantitative techniques. Students will have chance to learn from market practitioners and industry experts. Course Learning Objectives The class will manage two funds‚ Haley Large Cap Fund and Coleman Fund‚ during the two semesters. Through the process of constructing and monitoring funds‚ the students should reach the following learning goals. - Understand investment policy and implement it in real portfolio management Understand social responsible investing and execute
Premium Investment Value investing Stock market
CFA Institute Soft Dollar Standards Guidance for Ethical Practices Involving Client Brokerage Corrected content posted November 2011. ©November 2004 [reprint]‚ August 1999 [reprint]‚ 1998 by Association for Investment Management and Research All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means‚ electronic or mechanical‚ including photocopy‚ recording‚ or any information storage and retrieval system‚ without permission of the
Premium Investment management Collective investment scheme Investment
FIN432 Review questions for midterm exam 1. The nominal risk-free rate of interest is a function of a) The real risk-free rate plus the investment’s variance. b) The prime rate and the rate of inflation. c) The T-bill rate plus the inflation rate. d) The real risk-free rate and the expected rate of inflation.* 2. At the beginning of the year an investor purchased 100 shares of common stock from ABC Corporation at $10 per share. During the year‚ the firm paid dividends of $1 per share
Premium Mutual fund Investment Stock market
largest mutual fund companies providing institutional investors and investment professionals with a broad range of mutual funds and other asset management products who in turn advised and provided the same to individual customers. The company had over $247 billion in assets under management across approximately 100 funds at that time. The reason why a CRM is important for the Evergreen is a sufficient overview within the sales and marketing because of the competitive nature of the mutual fund industry
Premium Mutual fund Customer relationship management Marketing
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)
Premium Bond Mutual fund Investment