all the internal communication, what’s happening around, entire bulletin, important announcements is put on the site. Each and every UTI employee has a PC and they have real time access to this site. All the departments like Compliance, Marketing, Fund Management make important announcements via this site. Even HR communications happen through it. They have online training modules, e-learning facility, provided on this site, where people can learn at their own pace. Also news clippings and important
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BMO Canadian Equity Class Reasons to Invest in the Fund • A combination of dividends and growth investments will provide the greatest overall return • The growth potential you need from equities with the security and stability of large Canadian companies • A portfolio of some of the largest and most successful companies in Canada • Provides a great foundation for your investment portfolio • Over two decades successfully managing money for investors Top Holdings as of 31/12/2015 Growth
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Financial Analysis Team Project Overview: Your team works for a major mutual fund management company. Your boss is the lead fund manager for a technology investment fund specializing in an area set forth below. Your task is to develop a professional, 10- to 15-minute (maximum) presentation dealing with investment in the technology area of your fund. Because the fund company is paying you "top dollar" to guide investment decisions, your boss expects your presentation to be "top quality." At a
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prospective portfolio manager. My potential clients have entrusted me with $1,000,000 to invest at my discretion for a period of 10 weeks. They expect me invest their money wisely and profitably. My clients anticipate a high rate of return but the problem lies in their risk tolerance because it is not very high. Also, I am in a competition with other asset managers who happen to also be my classmates. My prospective clients are considering these other asset managers so I have to make
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group investment philosophy? 2. What are the key differences between Life-Style funds and Life-Cycle funds? 3. Discuss the pros and cons of Life-Style funds. Explain their rationale. 4. Discuss the pros and cons of Life-Cycle funds. Explain their rationale. 5. Are the Life-Style funds or the life-Cycle funds consistent with the theory (MeanVariance approach)? 6. Would you invest in either Life-Style or Life-Cycle funds? Why, why not? Question 1: What do you think of the Vanguard group as a firm
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Different investment avenues are available to investors. Mutual funds also offer good investment opportunities to the investors. Like all investments, they also carry certain risks. The investors should compare the risks and expected yields after adjustment of tax on various instruments while taking investment decisions. The investors may seek advice from experts and consultants including agents and distributors of mutual funds schemes while making investment decisions. Types of investor
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of the modern mutual fund in 1924. The case describes the compensation and performance management system at MFS. The company follows a subjective based compensation system for its employee. The senior management team introduced hedge funds at the firm, and it is a great opportunity to bring higher revenue. On introduction of hedge fund, the key problem management is facing is -How to compensate the Hedge fund manager. The question arises, will the typical hedge fund manager pay which is 20% of the
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The Growth of Modern Finance* Robin Greenwood Harvard Business School and NBER David Scharfstein Harvard Business School and NBER July 2012 Abstract The U.S. financial services industry grew from 4.9% of GDP in 1980 to 7.9% of GDP in 2007. A sizeable portion of the growth can be explained by rising asset management fees, which in turn were driven by increases in the valuation of tradable assets, particularly equity. Another important factor was growth in fees associated with an expansion
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parts (B)--(E), compare the risk of the two indexes. Chapter 6 A manager is considering 3 mutual funds. The first is a stock fund, the second is a bond fund, and the third is a T-bill money market fund that yields rate of 5.5%. The probability distributions of the risky funds are Expected Return Standard Deviation Stock fund ( S ) 15% 32% Bond fund ( S ) 9 23 The correlation between the stock fund and the bond fund is 0.15 Use the above data solve the questions below: a) Tabulate
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Company Overview Akij Group History of Akij Group stretches back to later part of the forties. In its infancy, the Group started in humble way with jute trading which was known as the golden fiber of the country, earning highest amount of foreign exchange. Akij Group's ceaseless efforts with dynamic management and support from our numerous clients have led our Group in diversifying its business activities. In the second phase, the Group went into manufacturing handmade cigarettes popularly known
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