one of the funds. Investment counselors personally ask the client to rate their level of satisfaction with the product as high medium or low. Results 30% of our investors have invested in bond fund, 30% in the stock fund and 40% have invested in the tax-deferred annuity. We can deduce from the total population data that 40 percent of all clients displayed high satisfaction, 40 percent displayed medium satisfaction and 20 percent displayed low satisfaction (Table 2.17). Stock fund clients report
Words: 2163 - Pages: 9
In 1988 the Securities and Exchange Board of India (SEBI) was established by the Government of India through an executive resolution, and was subsequently upgraded as a fully autonomous body (a statutory Board) in the year 1992 with the passing of the Securities and Exchange Board of India Act (SEBI Act) on 30th January 1992. In place of Government Control, a statutory and autonomous regulatory board with defined responsibilities, to cover both development & regulation of the market, and independent
Words: 2239 - Pages: 9
portfolio too risky and possibly jeopardizing your earnings and prolonging your retirement date. Your ability and willingness to take risk directly relates to your expected returns. A lot of factors go into your ability to generate returns through mutual funds, stocks and bonds. [pic] Google images Your age also plays a role in how you will invest for your retirement. The older you are and the closer you are to retirement, your tolerance for risk in your portfolio will go
Words: 922 - Pages: 4
Evaluating Performance 1. Introduction Choosing investments is just the beginning of your work as an investor. As time goes by, you’ll need to monitor the performance of these investments to see how they are working together in your portfolio to help you progress toward your goals. Generally speaking, progress means that your portfolio value is steadily increasing, even though one or more of your investments may have lost value. On the other hand, if your investments are not showing
Words: 5272 - Pages: 22
Use open systems theory to explain what occurred at Napanee Beer Co. Begin with a brief description of open systems theory as it applies to both the external and internal environments. There are various types of theories that people may look at to describe how business organizations work. In this text, a main theory that is used is the open systems perspective. This theory helps companies and consumers understand how open systems depend on resources such as raw materials, equipment and job applicants
Words: 1465 - Pages: 6
Chapter 13, 14,18,19,20 information manager The manager responsible for the activities needed to generate, analyze, and disseminate infor- mation that a company needs to make good decisions. information management An internal operation that arranges the firm’s informa- tion resources to support business per- formance and outcomes. data Raw facts and figures. information A meaningful, useful inter- pretation of data. Data Versus Information Although business people often complain that they
Words: 3506 - Pages: 15
....9 4. 0 Recent Trend in the Capital Market……………………………………10 4.1 Market Analysis……………………………………………………...11 4.1.1 Insurance Sector…………………………………………………..11 4.1.2 Banks and NBFI sector…………………………………..............12 4.1.3. Mutual funds…………………………………………………….12 4.2 Performance comparison with International Market………………..13 4.3 Highlights of the year 2010…………………………………............14 4.3.1 Increase of BO accounts and brokerage branches……………….14 4.3.2 Recent Crash……………………………………………………
Words: 3807 - Pages: 16
— deciding when to be in and out of the market. Those investors who simply purchase “the market” through index or asset class mutual funds are called passive or “market” investors. Active mutual fund managers are typically compared to a benchmark index. For example, large cap mutual funds are often compared to the S&P 500 index. To beat the index, an active mutual fund must perform better than the weighted average return of those companies in the index. And they must do so while including fees
Words: 3636 - Pages: 15
1. Who manages a fund? The professional investment manager 2. As a mutual fund investor you are a “shareholder” 3. Mutual funds are made up of equity funds, fixed- income funds, balanced funds__. 4. Mutual funds are easy to just buy them and _forget_ about them. 5. How is the fund manager compensated? By how well the fund does 6. Open-Ended funds can be ___issued__________ and ___sold__________ at any time. 7. __Load____________ is a synonym for sales charge. 8. With
Words: 322 - Pages: 2
Investment Funds in Poland The Polish experience – Regulatory, Political ans Economic Aspects Brussels, 8th November 2012 Leszek Jedlecki, Chairman of the Board of Chamber IZFiA President of the ING TFI 1. Development of the Polish market • Saving structure • Market leaders • Home bias • Asset structure evolution • AuM GDP Ratio ING Investment Management 2 Savings structure in Poland Households’ savings structure as of June 2012 Investment funds’ share modest but AuM raising
Words: 733 - Pages: 3
