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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…

Investor Relations Prospero Asset Management by SAGE SA

1. SIMPLIFYINGTHE WORLD OF FINANCEINCREASE YOUR EFFICIENCY TO FOCUS ON YOUR CLIENTSPROSPEROAsset ManagementMain Benefits:■ Automate trading operations■ Implement compliance…

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…