of investing in such instruments. Most of the people who are lack in financial knowledge or investing skills will prefer to make investments in unit trust funds. There has abundance of benefits in unit trust and also can be advantageous to the small investors. Unit trust is an ideal way for small investors to invest for their future. Small investors are people who earn their living engaged in activities not related to the financial arena. They are aware that investing is important to them, but they
Words: 11625 - Pages: 47
Morgan Jr in 1935 in New York. Before 1935, Morgan Stanley was only an investment department in J.P. Morgan group. Since its inception in 1935, Morgan Stanley has been a leader in investment management. The company provides a wide range of financial services for individuals and institutional investors. Morgan Stanley investment advisors educate clients at all stages of life in the benefits and risks of investing in mutual funds, stock, and bonds. Working with clients, they help to determine investment
Words: 1017 - Pages: 5
Dangerous derivatives at the heart of the financial crisis Financiers have engineered a “shadow banking system” that has subverted regulation and dumped risk. Complex derivative trades have fuelled a decade or more of cheap credit and destabilised the financial system. The financial and human costs are now being revealed as the massive borrowing spree unwinds, leaving the public purse to pay for failed corporate structures and the threat of a major economic recession. Fund managers, insurers and
Words: 1681 - Pages: 7
the CFA Designation, and the CFA Program? A. Roger Langley, Chartered Financial Analyst, has been a portfolio manager with York for ten years and passed all three levels of the CFA examinations on his first attempts. B. Langley is one of three CFAs on staff with York. We expect that two more of our staff members will earn the right to use the designation in the future. C. Paul Yeng has retired from the firm after 25 years of service. Yeng was awarded the CFA charter in 1988. Much of the firm's past
Words: 8479 - Pages: 34
will Citibank affected by external factors? SOCIALCULTURE * Target corporate Client Base * Include MNCs, Financial Institutions, Government Sectors, Local Corporations and SMEs. * Offered an integrated solution enabling corporate customers to offer Web and telephone payment capabilities to their clients. ( enable client to be confident ) * World Link Payment Services * Payment can be made in more than 135 currencies through a range of payment options including cash, cross-border
Words: 1575 - Pages: 7
- -410209 CERTIFICATE This is to certify that Mr. RAKESH TATYABA BHOSALE Of MGM’s College of Commerce has successfully completed the project work titled “STUDY OF FINANCIAL INSTITUTE (ICICI BANK LTD)” in partial fulfillment of requirement for the completion BMS as prescribed by the University of Mumbai. This project report is the record of authentic work carried out by him / her during the period from2nd APRIL 2012
Words: 25859 - Pages: 104
Term Paper On Credit Risk Grading Of Non Bank Financial Institution. A Study on IDLC Finance Limited. Submitted To: .......................... Supervisor of Term Paper Committee Faculty of Business Studies Premier University Submitted By: ...................... Student ID: ................ Program: BBA, Major in Finance Department of Business Studies Date of Submission: August 28, 2012 FACULTY OF BUSINESS STUDIES PREMIER UNIVERSITY, CHITTAGONG September 16, 2012
Words: 797 - Pages: 4
president Representational pictures, Inc. In this film he has produced he is able to make people understand how the most outstanding leaders of finance and the government itself have contributed to the financial crisis of the world with a clear view of how it began emerging up till today’s financial world. However, with the help of Matt Damon narrating the story through the documental it is possible to see the reaction of some of the major head finance representatives of the United States whom still
Words: 3596 - Pages: 15
document is to describe the Information Security requirements of Online Application Services and Application Service Providers that engage in business with McBride Financial Services. This policy applies to any use of Online Loan Applications (OLA) and any outsourcing to Application Service Providers (ASP) by McBride Financial Services, independent of where hosted. The Online Loan Application or Application Service Provider's Sponsor must first establish that its project is an appropriate one for
Words: 528 - Pages: 3
Excerpt from FS Series #11 – innovations in financial services delivery: branchless banking C3. Case 3: Eko India Financial Services Private, Ltd. C3a. Background & Environment India has 80,000 bank branches, 110,000 cooperatives (one in every five villages), and 150,000 post offices. It is estimated that each branch serves about 15,000 people in urban areas and 32,000 people in rural areas (World Bank, 2009). Consequently, less than 60 percent of the adult population has a bank account
Words: 2193 - Pages: 9