BFF9515 Options, Futures and Risk management Group assignment Semester 1, 2014 Due date: 16.05.2014 BFF5915 Group Assignment Part 1 1. Compute Beta * Method: First, compute the returns of each stocks and the return of the index. They can be calculated using excel with the formula: (current price / the previous price) – 1, Second, use covariance and variance function in excel to calculate the beta of each stock. Third, multiply each beta with the corresponding weight to calculate
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premium where almost all of their funds are based upon. The company used for this report is Dimensional Fund Advisors, which is an investment fund company. The source of information that is used is from websites and some journals. The main finding in this report is that DFA focusing their investment in small cap stock, as small stock tends to outperform large stock. To conclude, this report will provide evidence on the usefulness of these theories to increase return of DFA’s funds as well as recommendations
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the people in a phased manner ▪ Six new Debt Recovery Tribunals to be set up. ▪ For venture capital in the MSME sector, a [pic]10,000 crore fund to act as a catalyst to attract private Capital by way of providing equity , quasi equity, soft loans and other risk capital for start-up companies with suitable tax incentives to participating private funds to be established. ▪ RBI to create a framework for licensing small banks and other differentiated banks. ▪ Banks to be encouraged to extend
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Project ON CUSTOMERS PERCEPTION REGARDING MUTUAL FUNDS ACKNOWLEDGEMENT “Every person I have known who has been truly happy, Has learned how to serve others” It was a highly eventful two months at KARVY Stock broking Ltd. Working with the highly devoted professional community will probably remain the most memorable experience of my life. Hence this acknowledgement is
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them, and develop the best way to serve and delight these customers. SITUATION ANALYSIS Highlighted SWOT Strengths • Low fees strategy; • Consistently above average performance and competitiveness of the majority of Vanguard funds (Exhibit 2); • Quality driven corporate culture; • One of the highest loyalty scores in the industry, with a redemption rate under the industry average; and • Good reputation. Weaknesses • Low brand and advertising awareness;
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December 14, 1955 and is the founder and president of Paulson & Co. which is a New York-based hedge fund (Wikipedia). 2. He was Valedictorian of his class at New York University’s College of Business and Public Administration and received his MBA from Harvard Business School as a Baker Scholar, the school’s distinction for the class’ top students. 3. Paulson is worldly known as the hedge-fund manager who made billions of dollars betting against the mortgage market (nymag.com). 4.
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BEST PRACTICES FOR THE HEDGE FUND INDUSTRY ~~~~~ REPORT OF THE ASSET MANAGERS’ COMMITTEE TO THE PRESIDENT’S WORKING GROUP ON FINANCIAL MARKETS January 15, 2009 * * * THE ASSET MANAGERS’ COMMITTEE Eric Mindich, Chair (Eton Park Capital Management) Anne Casscells (Aetos Capital, LLC) Marc Lasry (Avenue Capital Group) William Von Mueffling (Cantillon Capital Management) Anne Dinning (D. E. Shaw & Co., L.P.) Jonathon S. Jacobson (Highfields Capital Management) James S. Chanos
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A REPORT ON “CONSUMER BEHAVIOUR REGARDING MUTUAL FUND, TYPES OF MUTUAL FUND AND INVESTMENT PROCESS” BY MANOJ KUMAR (Enroll No. : 08BS0001652) SUNDARAM FINANCE LTD. Contract/Project/Job Number________________ A Report On “Consumer Behaviour Regarding Mutual Fund, Types Of Mutual Fund And Investment Process” By Manoj Kumar (Enroll No.:08BS0001652) Sundaram Finance Ltd. Date of Submission : May 2009 AUTHORISATION This is to certify that the internship project
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& transfer services, depository participant services, mutual fund, stock trading etc., Industry Structure Origin: The origin of Mutual Fund industry in India is with the introduction of the concept of mutual fund by UTI in the year 1963. Though initially the growth was slow, but it accelerated from the year 1987 when non-UTI players entered the industry. In the past decade, Indian mutual fund industry had seen a
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For the mutual fund you will need to tell us which fund you researched - there are a number of funds within each fund family - its symbol, its current price, the fees, what is the history, what type of fund, and what you like or don't like about it. There are a number of fund families such as Vanguard, American Funds, Franklin Templeton, Invesco, Legg Mason, and others. Dig deep and be complete. American Funds Capital World Growth/Income Symbol- RWIFX Class R-5 Current price- $36.29 52 week
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