11/4/2011 Mr. Susilo Hatono 4th Client Meeting November 2011 Excellence Professionalism Commitment Integrity Partnering and Leading You to Your Success 1 Our Trusted Team and Approach Our relationship is established on EPIC values – Excellence, Professionalism, Integrity, Commitment You are the centre of everything we do We are committed to listening, understanding, and determining your investment needs, objectives, preferences, constraints and risk tolerance; together
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“The New Paradigm for Financial Markets: The Credit Crisis of 2008 and What It Means” There are many news articles and books written about global financier, George Soros, his beliefs, practices, wrongdoings, etc. but the book that I found most interesting was one which was actually written by him called “The New Paradigm for Financial Markets: The Credit Crisis of 2008 and What It Means.” This book gave me an insight and most definitely a better understanding of the current global economic crises
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Portfolio Composition Portfolio Composition These days there are all kinds of investments. There are equities, options, bonds, and many others that can go into a selection for any kind of investment vehicle be it an index like the Dow 30, or a mutual fund like MYHAX from Mainstay. What makes things more complicated is when people need to contend with not only the selection process, but also issues with regulation and what the parent company would like to see. Classifications coupled with the current
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Contents 1. What is Mutual Funds 3 2. Mutual Funds operation flow chart 3 3. Organization of Mutual Fund …………………………………………………………4 4. Types of Mutual Funds 4 5. Definations of Frequently used terms 9 6. The advantages of Mutual Fundst 10 7. Understanding & Managing Risk 11 8. How to invest in Mutual Funds 12 9. Risk Factors in Mutual Funds 13 10. Do’s & Don’t’s while selecting Mutual Funds 14 11. Company Portfolio 15 12. Case Study – Mutual Funds Report March 2011 Review
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Svetlana Como ACC 416 April 16, 2012 MARRIOTT INTERNATIONAL RESORTS, L.P., et al., Plaintiffs, v. THE UNITED STATES, Defendant In 1994, Marriott engaged in two short-sale transactions of U.S. Treasury securities with the intention of hedging its exposure to interest-rate risks related to a pool of fixed-rate mortgages that Marriott had obtained in the course of conducting its time-share business. As a result of these transactions, Marriott was obligated to return the securities involved at some
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The Australian Financial System in the 2000s: Dodging the Bullet Kevin Davis* Abstract The global financial crisis (GFC) occupied only a quarter of the decade of the 2000s but, because of its severity and implications for future financial sector development, dominates the decade. The Australian financial system coped relatively well with the GFC, raising the question of whether there was something special about its structure and prior evolution which explains that experience. This paper reviews
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STUDY ATTEMPTS TO FIND OUT THE INVESTORS PREFERENCE IN VARIOUS MUTUAL FUND SCHEMES AMONG PLUS TWO AND COLLEGE TEACHERS Dissertation submitted to Bharathiar University in partial fulfillment of the requirement for the Degree of Master of Business Administration CONTENTS |CHAPTER NO |DESCRIPTION
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own accounts. Diff: 2 Topic: 2.1 Financial Institutions Objective: 2.1 the business of financial institutions 2) Financial intermediaries include ________ that acquire the bulk of their funds by offering their liabilities to the public mostly in the form of deposits; insurance companies, pension funds, and finance companies. A) depository institutions B) utilities C) initial public offerings D) preferred equity instrument. Answer: A Diff: 1 Topic: 2.1 Financial Institutions Objective:
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Reexamination and revise of the empirical result from SANJEEV BHOJRAJ, PAUL HRIBAR, MARC PICCONI, and JOHN McINNIS: Making Sense of Cents: An Examination of Firms Shenglun Shi 2011 M.S. Information Systems, CIMS, New York University I. Theoretical Foundation: The trading strategy implied by Bhojraj, Hribar, Picconi and McInnis’s paper from The Journal of Finance VOL. LXIV, NO. 5 • OCTOBER 2009, was to distinguish the missers, who missed analyst forecasts by one cent, and the beaters, who beat
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Economic Research Paper April 18, 2010 After two years after the financial crisis of 2008, the Congress is ready to step up and start implanting a new plan. The Senate Banking Chairman, Christopher Dodd, released the Restoring American Financial Stability Act of 2010 on March 15th 2010. This bill includes the revisions to the bill Dobb presented to the Senate in November of 2009. Some of the bill was improvements to The “Schumer Bill”, The Shareholder Bill of Rights, which was proposed by
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