'Asset classes' presentation slideshows

RSIC

RSIC. South Carolina Retirement System Investment Commission Sarah Corbett February 25, 2014. 7.5% Actuarial Return Needed to Fund the System. The General Assembly sets the actuarial r eturn.

784 views • 52 slides

Developing Your Asset Allocation Strategy for Retirement

885 views • 41 slides

Introduction to Active Portfolio Management

Introduction to Active Portfolio Management. Equity Style Spectrum. Growth. Index. GARP. Value. Deep Value. Management Styles. Traditionally: Fundamental An investment approach that relies on detailed company specific research to identify buy/sell candidates Quantitative

515 views • 31 slides

494 views • 28 slides

Funding and investment

311 views • 22 slides

Cayman Captive Forum 2013

Cayman Captive Forum 2013. Investment Session. Investment Plan: Key components. A Customized Investment P rogram I nvestment objectives Risk tolerance Accounting, tax and regulatory considerations Documentation and Analytics Investment Policy Statement (IPS) Investment guidelines

339 views • 21 slides

WHY INVEST IN STOCKS? Part 1

WHY INVEST IN STOCKS? Part 1. Diane DeGrand President, Milwaukee Chapter. Disclaimer : All stock references are meant to be used for educational purposes. No recommendation for purchase or sale is intended or implied. FINANCIAL FREEDOM. What does it mean? Some examples

311 views • 20 slides

Investment Presentation Jan 2014

175 views • 17 slides

Investment Presentation Jan 2014

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Basics of Portfolio Construction FINM014 Dr Xun Lei

320 views • 16 slides

ROMAN II Update

ROMAN II Update. Craig Hansom ROMAN II Business Manager 22 November 2013. In the Beginning. DLG Integrated Planning Framework. Works Program. Asset Data. Scorecard. Meeting Asset Management target:. Issues. RAMM complexity Lack of resources Lack of skills to manage roads

221 views • 14 slides

Investment Allocation Plan Bob and Sally Smith

Prepared by: Gary Barker, Financial Advisor | September 11, 2018. Investment Allocation Plan Bob and Sally Smith. Major Asset Classes. Stocks Bonds Cash equivalents. What is a stock?. Represents ownership in a company Intent: Sell price > purchase price Appeals to the long-term investor

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Bloomberg Solutions : AN INTRODUCTION

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Social Capital, Adaptation, and Climate Change Arun Agrawal Nicolas Perrin

Social Capital, Adaptation, and Climate Change Arun Agrawal Nicolas Perrin. Why focus on social Capital. Plans vs . Surprises: to build resilience in the face of climate surprises. Drawing from basic ecological theory social capital boosts autonomous and flexible adaptive responses

208 views • 12 slides

Asset pricing for real estate

Asset pricing for real estate. The Fisher Equation. Total required return comprises three parts R = l + i + RP where l is a reward for liquidity preference i is expected inflation RP is the risk premium. The Fisher Equation and bonds. R = l + i + RP

211 views • 12 slides

Externally Managed Equity Investment Strategies Style Bias

Externally Managed Equity Investment Strategies Style Bias. Scott Callander Director, Middle East. Asset Classes. Active and fundamental allocation to different asset classes (?). Currencies USD JPY CHF DKK. GBP SEK NOK. GBP SEK NOK CAD. Cash. Equities Global

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What is asset allocation all about?

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Asset Classes

10.00%. Private Equity. 9.00%. Hedge Funds. 8.00%. Real Estate. 7.00%. Expected Return. 6.00%. Intl Stocks. 5.00%. US Stocks. 4.00%. Bonds. 3.00%. 0.00%. 5.00%. 10.00%. 15.00%. 20.00%. 25.00%. 30.00%. Expected Risk (standard deviation). Asset Classes.

161 views • 3 slides

REIA November 2011 Institutional Investment Outlook

REIA November 2011 Institutional Investment Outlook. NCREIF Overview. Current Quarter Index Composition . NPI and ODCE vs. Other Asset Classes. Third Quarter 2011 Total Return Index Comparison. NPI and ODCE vs. other Asset Classes: 1 and 10 year returns.

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High School Financial Education Program Florida International University College of Business Capital Markets Lab http:/

High School Financial Education Program Florida International University College of Business Capital Markets Lab http:// business.fiu.edu/cml 305-348-1542. Asset Allocation . What is Asset Allocation?.

153 views • 0 slides