Crisis? What crisis?
Download
1 / 19

ROMANIAN ASSOCIATION OF ASSET MANAGERS - PowerPoint PPT Presentation


  • 108 Views
  • Uploaded on

Crisis? What crisis? A Romanian perspective CEE Workshop Kyiv 27-28 October 2011. ROMANIAN ASSOCIATION OF ASSET MANAGERS. Investor number evolution 2007 – 2011 YTD. AuM development 2007 - 2010. AuM development 2010 – 2011 YTD. AuM development by fund category 2005 - 2011.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' ROMANIAN ASSOCIATION OF ASSET MANAGERS' - derora


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

Crisis? What crisis?

A Romanian perspective

CEE Workshop Kyiv 27-28 October 2011

ROMANIAN ASSOCIATION OF ASSET MANAGERS






Introduction of EFAMA standard for fund categories

voluntary introduced by AAF starting with January 2010 monthly report;

initially agreed for a six months introduction period by AAF members;

actually it took the whole year for the prospectuses changes and portfolio restructurings

4 Main Categories

  • Equities

  • min 85% equities

  • Balanced

  • mix of financial instruments

  • 4 types

  • Bonds

  • 90% fixed income financial instruments

  • Money Market

  • Modified duration <1

  • 2 types








NEW!

AAF monthly report – September 2011



ad