FIN3102 Investment Analysis and Portfolio Management Case 1- The Dynamis Fund: An Energy Hedge Fund Section C4 Group 1C Group Members Chen Zu Qing (U098258E) Kwan Kin Weng (U090381H) Low Siao Chi (U098260J) Sim Wan Lin (U098374Y) Yong Jun Kang Eric (U098357R) Yong Lin Lin (U098312Y) 0 1. Why would a regional brokerage offer such instruments Compared to individual portfolios‚ such funds woo investors by offering several advantages namely: professional asset/money management‚ liquidity and more
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List the key consequences‚ for an investor‚ of inflation remaining within the 2- 4 % range for the next 10 years. Answer Discussion would be on some of the consequences for investors of a continued period of relatively low inflation levels ( 2-4%) * The investors should * Readjust expectations of investment returns * Have greater focus on income production rather than growth * Recognize a greater need for diversification of assets * However‚ avoid the temptation of over-exposure
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Case study Mutual Fund Data Solution for a Bank Branch Network The Client Headquartered in Toronto‚ Canada‚ with 74‚000 employees in offices around the world‚ our client offers a full range of financial products and services to approximately 17 million customers worldwide‚ managing $435 billion in assets. The bank also ranks among the world’s leading on-line financial services firms‚ with more than 4.5 million on-line customers. The bank approached VAULT when it needed a new mutual fund
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CASE 2: VALUING CAPITAL INVESTMENT PROJECTS CORPORATE FINANCE GROUP Y Growth Enterprises‚ Inc When valuing any project‚ the free cash flows must be determined in order to be able to successfully implement any method of capital budgeting. Growth Enterprises is currently considering four projects. Each has an equal required initial investment of $10‚000‚000 which is followed by a set of cash flows different for each project. Depreciation figures for each project were calculated on a straight-line
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Unit 1 Case Study: 3. The dilemma I face now is to inform all the investors of the inaccurate information the accountant provided and that in fact‚ the team is losing money. The biggest problem is that no one should be receiving a check for their investments. The team is surprisingly operating with a loss yet investors are getting paid. The season ticket revenue does not provide reliable information to an outsider because revenue would not be placed until 2009. The $100‚000 advertising revenue
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[pic] “A STUDy on consumption‚ savings and investment behavior of mutual funds with reference to customers at sharekhan‚ mangalore” Submitted in partial fulfillment of the requirements for the award of the degree in MASTER OF BUSINESS ADMINISTRATION Submitted by muthulaxmi 2nd year M.B.A UNIVERSITY ROLL NO. 071490542 under guidance of company guide institute guide mr. adarsh
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Investor Protection LYU JINGYU H00183199 As we all known‚ investor protection plays a decisive role in the financial markets. Some literature asserts that the benefit of minority shareholders and creditors will be expropriated by controlling shareholders is a common situation. As a result‚ to some extent‚ the core idea of Corporate Governance is to prevent the right of investor deprived by manager and controlling shareholders. In previous studies‚ the problem that people most concerned about
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Executive Summary: A group of investors (Arundel group) is looking into the idea of purchasing the sequel rights associated with films produced by one or more major movie studios. Movie rights are to be purchased prior to films being made. Arundel wants to come up with a decision to either purchase all the sequel rights for a studio’s entire production during a specified period of time or purchase a specified number of major films. Arundel’s profitability is dependent upon the price it pays for
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the rights of the bondholders Such restrictions include provisions relating to collateral‚ sinking funds‚ dividend policy‚ and further borrowing. The issuing firm agrees to these so called protective covenants in order to market its bonds to investors concerned about the safety of the bond issue. The coupon rate‚ maturity date‚ and par value of the bond are part of the bond indenture. Sinking fund: a bond indenture that calls for the issuer to periodically repurchase some proportion of the outstanding
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Question 1 1. Which type of health insurance pays part of all of the surgeon ’s fee for an operation Answer a. surgical expense b. hospital expenses c. physician ’s expense d. major medical expense 3 points Question 2 1. Health insurance typically includes Answer a. deductibles b. out-of-pocket limits c. co-payments d. all of the above 3 points Question 3 1. Driver classification includes information on a person ’s and is
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