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1 Outline Introduction Active management versus passive management When do you sell stock? 2 Introduction Portfolios need maintenance and periodic revision: y Because the…

Documents I. ON-LINE SERIVCES

1. OKLAHOMA EDGE FUND BOARD OF INVESTORS REQUEST FOR PROPOSALS (RFP)FOR MASTER CUSTODIAN SERVICES RFP No. 2008-1October 1, 2007 OKLAHOMA EDGE FUNDBOARD OF INVESTORSc/o Oklahoma…

Business Ips final 5 21-14

1. INVESTMENT POLICY DATED 2/19/2014 AMENDED NONE MOST RECENT TARGET ALLOCATION REVISION NONE 50-80% EQUITIES 10-40% FIXED INCOME 0-15% NON-CORRELATING 0-15% CASH Fayette…

Documents LGIP 3rd Quarter

1. 5.5.2011 LGIP QUARTERLY MEETING & CONFERENCE CALL 2. AGENDA Earnings LGIP Performance Endowment Performance Asset Allocation Changes Endowment Distribution Formula…

Economy & Finance Mars booklet

1. MUTUAL FUND AUTOMATED PORTFOLIO REBALANCING SYSTEM (MARS) • Every investor while investing wishes to maximise his returns while minimising his risk. Asset Allocation…

Documents 1 Chapter 15 Revision of the Equity Portfolio. 2 An individual can make a difference; a team can...

Slide 1 1 Chapter 15 Revision of the Equity Portfolio Slide 2 2 An individual can make a difference; a team can make a miracle - 1980 U.S. Olympic hockey team Slide 3 3 Outline…

Documents 1 Chapter 13 Revision of the Equity Portfolio Portfolio Construction, Management, & Protection, 4e,....

Slide 1 1 Chapter 13 Revision of the Equity Portfolio Portfolio Construction, Management, & Protection, 4e, Robert A. Strong Copyright ©2006 by South-Western, a division…

Documents 1 Chapter 15 Revision of the Equity Portfolio Portfolio Construction, Management, & Protection, 5e,....

* Chapter 15 Revision of the Equity Portfolio Portfolio Construction, Management, & Protection, 5e, Robert A. Strong Copyright ©2009 by South-Western, a division…

Documents Personal Finance: a Gospel Perspective

Personal Finance: a Gospel Perspective Investments 9: Portfolio Reporting and Rebalancing Objectives A. Understand the uses and types of benchmarks B. Understand the importance…

Documents 1 Personal Finance: a Gospel Perspective Investments 9: Portfolio Reporting and Rebalancing.

Personal Finance: a Gospel Perspective Investments 9: Portfolio Reporting and Rebalancing Objectives A. Understand the uses and types of benchmarks B. Understand the importance…