1. Taxes and Mutual Funds How taxes can affect your investments® plain talk 2. Why Plain Talk? At The Vanguard Group—a leading proponent of investor education in the mutual…

Chapter 1Module 1 - New to investing Chapter 1 Module 1 - New to investing! Investing !! What's that? INCLUDEPICTURE "http://content.icicidirect.com/learning/images/bullet_maroon.gif"…

Slide 1 3 - 0 Investment Course - 2005 Day Three: Fixed-Income Analysis and Portfolio Strategies Slide 2 3 - 1 The Role of Fixed-Income Securities in the Financial Markets…

Slide 1 4 - 0 Second Investment Course – November 2005 Topic Four: Portfolio Optimization: Analytical Techniques Slide 2 4 - 1 Overview of the Portfolio Optimization Process…

Slide 1 1 - 0 Investment Course - 2005 Day One: Global Asset Allocation and Portfolio Formation Slide 2 1 - 1 Two Important Concepts Involving Expected Investment Returns…

Slide 1 2 - 0 Investment Course - 2005 Day Two: Equity Analysis and Portfolio Strategies Slide 2 2 - 1 Forming Equity Portfolios: An Overview After an investor’s strategic…

Slide 1 6 - 0 Second Investment Course – November 2005 Topic Six: Measuring Superior Investment Performance Slide 2 6 - 1 Estimating the Expected Returns and Measuring…

Slide 1 Financial Management Slide 2 Course 8: Financial Mgmt2 Introductions Your name Where you work Your job responsibilities How long you have been in the industry What…

Second Investment Course â November 2005 Topic Five: Portfolio Optimization: Case Studies Portfolio Optimization Example #1: 2003 Texas Teachersâ Retirement System Background:…

Investment Course - 2005 Day Two: Equity Analysis and Portfolio Strategies Forming Equity Portfolios: An Overview After an investor’s strategic asset allocation (i.e.,…