of 4 different funds were analysed. The four different funds are equity fund‚ balance fund‚ bond fund and money market fund. After the analysis done‚ conclusion and recommendation are provided. | 5 Years | Fund (%) | RHB | CIMB | Public | Equity | 8.21 | 9.23 | 8.01 | Balanced | 8.83 | 8.98 | 8.37 | Bond | 7.08 | 8.01 | 7.38 | Money market | 2.31 | 2.67 | 2.44 | The equity‚ balanced‚ bond and money market fund return in % for the last five years of the three banks are shown above
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How to invest in Mutual Funds Step 1: Choose the type of Mutual fund you want to invest in. There are many different types of mutual funds but all you need to know to begin is the three basic types: stock funds‚ bond funds and money market funds. There are also hybrids‚ usually called balanced funds‚ which invest in some combination of the three basic types. Step 2: Determine how much money you want to invest‚ for how long and in what kinds of investments. It is also important to know your
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participants. Who is the largest? Organized versus OTC exchanges What are TIPS‚ STRIPS‚ and TIGRS Major types of bonds: who issues‚ types of risk‚ Treasury Agency Municipal Distinguish between General Obligation and Revenue munis Terminology: Registered bonds‚ restrictive covenants‚ call provisions‚ conversion‚ sinking fund Secured vs. unsecured bonds Calculate current yield‚ bond price‚ yield to maturity‚ yield to call Chapter 13 Stock as a residual claim- what does that statement means
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is there a time value of money? • How can we calculate future from present values and vice versa? • What are annuities & perpetuities? • How can we calculate the present value of annuities & perpetuities? 8 Key topics: Value Chapter 6: Valuing Bonds
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("Schuldscheindarlehen") are bilateral loan agreements in a form unique to the German market. They represent a source of capital market financing similar to bond financing for issuers with long-term funding needs. For an investor with a long-term investment objective (i.e.‚ buy-and-hold strategy)‚ they are an important alternative to investing in bonds. In contrast to bonds‚ Schuldschein loans are not classified as securities. They are bilateral‚ unregistered‚ and unlisted loan agreements‚ which are sold directly
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http://www.streetofwalls.com/finance-training-courses/hedge-fund-training/hedge-fund-interview-questions/ HEDGE FUND INTERVIEW QUESTIONS Company Specific Questions: Who runs the fund: when was it founded and by whom. What is the background of its founders? (IVY?) Who are the financial backers? In what instruments do they invest? Equities? Debt? Derivatives? Is there a regional or sector focus? What is the typical investment time horizon? What kind of investments have they made in the past
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type of reorganization Unchanged 26 27 LO 2 Gain taxable as stock redemption Unchanged 27 28 LO 2 Character of bondholder gain Unchanged 28 29 LO 2 Reorganization gain‚ loss‚ and basis Unchanged 29 determination 30 LO 2‚ 3 Stocks and bonds received in a “Type E” Unchanged 30 reorganization Status: Q/P Question/ Learning Present in Prior Problem Objective Topic Edition Edition 31 LO 2 Gain recognition and basis computation Unchanged 31
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and funds on their own. With a 401K your employer contributes or matches what you are putting into your 401K. How would you explain the difference between a stock‚ a bond‚ and a mutual fund? A stock is like owning a piece of a company‚ you are investing your money into something that is your that can make you more money. A bond is like loaning money to a bank or the government and when they pay you back‚ they pay you back with interest. A mutual fund is like investing in something with a group
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oversight procedures when it turned to high-volume securities trading. It was not until 1980s that Daiwa’s entry to trading securities would lead to a scandal with longtime repercussions. In September 1995‚ the news reported that one of its New York bond traders‚ Toshihide Iguchi‚ had embezzled funds and altered bank records in order to conceal 11 years of losses than amounted to $1.1 billion. Five years later‚ Daiwa was still enduring the impact of the New York scandal when a Japanese court ruled
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RESTRUCTURING NOVA CHEMICAL CORPORATION GROUP 9 ABEL BESONG NATION BOBO PAUL BOAHENG BUSAYO APANISHILE LITA ASTUTI NAPITUPULU Q1 Q2 Q3 Q4 Q5 Offered Price of $150/$160 million Acceptable: Justification of Method Market Valuation: Revenue (Sales) Multiples Revenue multiples is preferred because it is less affected by accounting choices. The approach measures the market value of the operating assets of IPD in relation to market value of operating assets of comparable
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