The role and responsibilities of a Financial Advisor – P4 A financial advisor is a professional trained in financial planning their role is to construct a comprehensive view of your financial status. There are several types of financial advisors‚ Independent Financial Advisors (IFA’s) help individuals or businesses‚ providing them with expert advice and using their knowledge to give their clients recommendations. Financial advisors can also give guidance on savings‚ creating a budget and dealing
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Mutual Funds and Other Investment Companies Multiple Choice Questions 1. Which one of the following invests in a portfolio that is fixed for the life of the fund? A. Mutual fund B. Money market fund C. Managed investment company D. Unit investment trust 2. ______ are partnerships of investors with portfolios that are larger than most individual investors but are still too small to warrant managing on a separate basis. A. Commingled funds B. Closed-end funds C. REITs D. Mutual funds 3. A
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Hedge Fund A Hedge Fund is a portfolio of investments hoping to reduce the risk of investment and expanding the maximum return an investment could bring. A firm instead of individuals usually manages it. Usually‚ hedge funds are only offered to a number of investors and requires a large amount of initial minimum investment‚ it’s usually 1 million dollars in the USA. Adding on‚ investors are usually required to keep their initial investment in the fund for at least a year. Hedging is usually
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A pension fund shall be a pool of assets‚ established under a contract and not having legal personality‚ owned jointly by several persons in a partial ownership and the ownership shares represented by units in the pension fund. Each unit shall represent the ownership of a proportional part of the assets held in the pension fund structure. The pension fund shall be managed by a management company according to a pension fund contract with the unit-holders‚ with the objective to increase the
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Q1. Why is it difficult to establish a new fund? Why is track record so important in fund raising? The main concern is to convince the investors to invest their money in Gobi. Therefore‚ it is necessary to raise a rational-sized fund. To raise a new fund is not an easy thing to do as everything including the fund structure‚ team‚ approach‚ LP base‚ and amount of capital have to be defined appropriately. The general partners also need to contribute their own money in order to convince the investors
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PROJECT REPORT ON MUTUAL FUND PRESENTED TO: Arpita Ma’am PRESENTED BY: Khushboo Sharma Tanuja Joshi Shaluni Khetwani Nidhi Gandhi
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CHAPTER ONE INTRODUCTION 1.0 OVERVIEW This paper intent to analyze the performance of Islamic equity unit trust funds’ in CIMB Wealth Advisors Berhad by comparing with the FTSE Bursa Malaysia Composite Index (KLCI) as benchmark. This chapter will discuss the background of the study‚ historical development of unit trust industry in Malaysia‚ understanding unit trust‚ problem statement‚ research objectives and the significance of the study. 1.1 BACKGROUND OF THE STUDY A plenty of investments
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An independent financial advisor or (IFA) helps people or some cases companies use their monetary resources to their best effect. You should have specific financial goals you want to reach in terms of your personal savings and retirement. Everyone’s financial goals are different - for some people it will be to give up work and retire early‚ or save a lump sum to achieve a specific life goal(s). Parents or grandparents may want put money aside for school fees or to benefit their younger family members
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development of stock markets through a corporate governance channel‚ i.e. pension funds become large shareholders of publicly traded firms and therefore have the incentives to monitor managers and improve investor protections. This paper reviews the literature on the corporate governance channel associated with pension reforms in developing countries‚ and asks what we know and need to know about it. We know that pension funds are not yet large shareholders of publicly traded firms in developing countries
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Hofstede 1 Running Head: HOFSTEDE’S CULTURAL DIMENSIONS: THE BASICS AND THE CRITICISMS ra oi M Hofstede’s Cultural Dimensions: E. The Basics and the Criticisms Moira E. Hanna H Clemson University na an Hofstede 2 Abstract Hofstede’s model (1980) has been used widely in research in the past two decades. The culture-based model consists of four dimensions: power distance‚ uncertainty avoidance‚ individualism-collectivism‚ and masculinity-femininity. Each of these
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