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Documents FIN 3102B Test 2 - Fall 2008

Fall 2008 Investment Analysis – FIN 3102 B Dr. Emir Hrnjić Test 2 SECTION ___ PRINT NAME _____________________________ MATRICULATION NUMBER_______________ Rules and directions:…

Economy & Finance Mauboussin skill manager

1. PerspectivesFebruary 2012Legg Mason CapitalManagementSeeking portfoliomanager skill Past performance is no guarantee of future results. All investments involve risk, including…

Documents Tactical Asset Allocation: History, Theory & Practice Brian Schreiner Schreiner Capital Management,....

Slide 1Tactical Asset Allocation: History, Theory & Practice Brian Schreiner Schreiner Capital Management, Inc. Exton, PA - www.scminvest.comwww.scminvest.com June 26,…

Documents Investment Planning Slides designed by Rosilyn H. Overton, MS ...

1. Investment Planning Slides designed by Rosilyn H. Overton, MS, CFP®, CRPS, LTCP Text pages 381-389 2. What is Investment Planning From a client’s perspective, investment…

Economy & Finance Investor update 2013

1. INVESTOR UPDATE 2013Park Street Financial Group Park Street Financial Group (PSF) is a private, objective, Registered Investment Advisor which manages CONTENTSportfolios…

Documents Generali

(3)GOLD:- Is said to be the evergreen currency but has only appreciated its value by just 1.5 times in last 30 years , adjusting for CPI. As it purchased one time will not…

Real Estate GIC's Investment Approach

1. GIC’s Investing Approach 5 February 2015 2. • What’s unique about investing? • What’s GIC’s approach? • What’s value investing? • What’s long-term…

Economy & Finance Trends in the U.S. Fund Industry | September 2014

1. Trends in the U.S. Industry – and Their Implications Theresa Hamacher, CFA President September 23, 2014 2. 1900 3. 1925 4. 1950 5. 1974 ERISA signed into law IRAs created…

Documents Research Affiliates - Busting the Myth About Size (Dec 14)

© Research Affiliates, LLC SIMPLYSTATED November 2014 A recent Research Affiliates article by Hsu and Kalesnik (2014) concluded that there are at best three factors from…

Documents American Funds - Investment Insight - September 2013 - Active vs Passive investing.

1 Investment Insights September 2013 The active advantage “The average active manager can’t beat the index.” This phrase has been repeated so many times it almost seems…