UTI MUTUAL FUND: UTI Mutual Fund was started in 14, January 2003 by UTI Trustee Co, Pvt. Ltd. for managing the schemes of UTI Mutual Fund. UTIAMC provides professionally managed back office support for all business services of UTI Mutual Fund in accordance with the provisions of the Investment Management Agreement, the Trust Deed, the SEBI Regulations and the objectives of the schemes. Since February 3, 2004, UTIAMC is also a registered portfolio manager under the SEBI for undertaking portfolio
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Revere Street Working Paper Series Financial Economics 272-18 Mean-Variance Analysis versus Full-Scale Optimization Out of Sample First Version: November 11, 2005 This Draft: December 13, 2005 Timothy Adler Windham Capital Management, LLC 5 Revere Street Cambridge, MA 02138 617 234-9459 tadler@windhamcapital.com Abstract For three decades, mean-variance analysis has served as the standard procedure for constructing portfolios. Recently, investors have experimented with a new optimization procedure
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Republic of the Philippines Central Mindanao University College of Commerce and Accountancy Accountancy Department IMPLICATIONS OF SARBANES-OXLEY ACT OF 2002 TO CORPORATIONS In Partial Fulfillment of the Requirements in Accy 99 Synthesis Submitted by Jess Charls P. Mojello Submitted to: Ms. Dynnith F. Suaberon, CPA, MBM Instructor May 2015 TABLE OF CONTENTS CHAPTER I Introduction 1 Statement of the Problem 2 Scope and Delimitation of the Study 3 Significance of the Study 3 CHAPTER
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mutual fund investments If the mutual fund realizes capital gains or dividends during a year, the investor has to pay taxes on the amount realized The investor’s basis (i.e., the amount the investor is assumed to have paid for the mutual fund shares) is adjusted to avoid double taxation when the shares are sold 4.17 -5%: fee = 0 1%: fee of hedge fund = 2% fee of fund of funds=0 10%: fee of hedge fund = 2%+20%*10%=7% fee of fund of funds=1%+10%*7%=1.7% 15%: fee of hedge fund = 2%+20%*15%=9
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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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Heisenberg’s Uncertainty Principle and its Implications for Financial Institutions Submitted in Partial Fulfilment of Master of Business Administration By KARTIK CHANDRA CHATURVEDI Batch (2013-2015) University Roll No: S133F0010 December 2014 Under the guidance of NIDHI KAICKER SCHOOL OF BUSINESS, PUBLIC POLICY AND SOCIAL ENTREPRENEURSHIP AMBEDKAR UNIVERSITY DELH PAGE 1 CERTIFICATE This is to certify that I have successfully completed the project titled Heisenberg’s Uncertainty
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experienced Senior Fund Administrator, my tenacious and proactive approach resulted in numerous important contract wins. After four years in reconciling, currently seeking a new challenge which will utilize my meticulous attention to detail, and friendly, professional manner. Skills Profile Leader Ship I am currently acting as a leader for a small team which contain of seven people who newly migrated RWC funds as from April 2015. Learning from my success on the hedge fund field, I have further
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Strategies, a mutual fund family managing approximately $50 billion in assets. Patriot has a variety of funds with various objectives. You and two or three of your associates, as a group, have been asked by management to create and manage a new fund based on your own ideas, benchmarking the performance of the fund against an existing index. You have learned that the other forty new associates at Patriot have received similar assignments, and that the performance of each fund will be evaluated by
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ask whether it is superhuman. Quite simply, fund managers are not supposed to be this good. Is it mortal genius, or is it celestial luck?1 By the middle of 2005, Value Trust, an $11.2-billion mutual fund2 managed by William H. (Bill) Miller III, had outperformed its benchmark index, the Standard & Poor’s 500 Index (S&P 500), for an astonishing 14 years in a row. This record marked the longest streak of success for any manager in the mutual-fund industry; the next longest period of sustained
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construction and market exposure, 130/30 strategies fit easily into an institution’s equity allocation. Unlike investments in alternatives or hedge funds, significant capital can be allocated to 130/30 strategies without modification to the asset/liability and/or risk budget framework. Also, 130/30 strategies are typically more transparent than hedge fund investments, more easily benchmarked by consultants and more acceptable to trustees and investment committee members. Lastly, 130/30 strategies
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