Portfolio investment for nonprofit. (universities)
|
|
- Mae Ray
- 8 years ago
- Views:
Transcription
1 Portfolio investment for nonprofit organizations (universities) Donetsk national university of economics and trade named after Mykhailo Tugan-Baranovsky Supervisor: Yermak Svetlana Presenter: Ivanchuk Kateryna
2 Key trends Project summary University financial autonomy Using of market-based instruments in the universities activities The need for additional university funding Business concept Financial goal Potential sources of financing Assets management by the portfolio investment EBITDA: UAH, ROI 13,84% Assets management companies Business model Intelligence and competence development
3 Problems insufficient funding for university development Free using inability of university assets Solutions to problems The absence of grants for research and scientific projects 1. Organizing training center and business school 2. Research commissioned by companies Faults -Low economic efficiency - Unstable cash flow Advantages -Use of existing material and intellectual base
4 Proposed solution University assets management by the portfolio investment Obtaining additional financial resources for the development of the University The upgrade of university according to the world standards and trends Initiating and promoting researches Increasing University autonomy
5 Technology Obtaining a license for providing investment Access to the Ukrainian and international trading platforms The analysis of financial markets and the formation of the investment profile of the University The conclusion of a cooperation agreement with the University Formation of the investment portfolio of the University Portfolio management
6 Market opportunity 325 universities State order PPL Self payment PPL Average education cost 8000 UAH per year The average volume of financial resources revenues UAH per year 1sryear 6 universities UAH + 15% per year Recommended investment range UAH per year
7 Competition Banks Financial instruments: bank deposit Assets management companies Financial Instruments: Securities, bonds, precious metals, real estate insurance, bank deposits Free market niche Assets management of non-profit institutions Law of Ukraine "On Higher Education" provides financial autonomy to Universities Existing AMC does not specialize in working with non-profit organizations Financial Instruments: Diversified investment portfolio - Bank Deposit Government bonds Precious metals Securities Portfolio structure is flexible, formed in accordance with market conditions
8 Business model Intelligence and competence development Ability to staff training and self education Dynamic capabilities Internal competence - High intellectual start-up potential - An effective system of motivation External competence - Wide access to trading platforms - Flexible investment portfolio
9 Financial projections Estimated investment assets UAH Estimated weighted average investment return 30% Company fee 12% from client`s income Total company income UAH Total costs UAH (including wage costs UAH) EBITDA UAH Taxes and compulsory payment UAH Net profit UAH Return on investment 13,84%
10 Road map 2016 year universities of Kryvyi Rig, Kyiv, Lviv, Dnipropetrovsk, Kharkiv year engagement to the invest programs 3 new university, expanding the range of investment for existing portfolio. Long-term perspective engagement to the invest programs all big universities, creating invest programs for other noncommercial organizations
11 Fund raising Total investment amount UAH Main cost items Cost item Fixed assets (including intangible assets) The costs of training and salaries Marketing and PR costs Other costs Amount UAH UAH UAH UAH Potential investors: ICU investment management Ltd., Altus assets activities Ltd., Assets management company RaiffaizenAval Ltd., Assets management company Upicapital Ltd.
12 The project team The core team: Yermak Svetlana PhD in Economics, associate professor Ivanchuk Kateryna PhD student of the Department of Enterprise Economy Invited financial analysts and advisors Government coordinator
Performance Analysis Collective Investment Institutions, the First Half-Year of 2007
Performance Analysis Collective Investment Institutions, the First Half-Year of 2007 The first half-year of 2007 was characterized by a stable growth dynamics of the Ukrainian stock market. In particular,
More informationThe best IT company in Ukraine 2010
Ukranian Software Developers developers.org.ua Vedjo studio design & development vedjo.com.ua The best IT company in Ukraine 2010 Methodology, contestants, results The rating was held in September October
More informationOverview Presentation
213 Overview Presentation OTP Group OTP Bank is the largest retail bank in Hungary and one of the largest financial groups in Central and Eastern Europe OTP Bank provides high quality financial solutions
More informationUKRAINE: Another Outsourcing Destination or Emerging Leader?
UKRAINE: Another Outsourcing Destination or Emerging Leader? Country Overview UKRAINE - THE LARGEST COUNTRY IN EASTERN EUROPE Population: 46 million. Languages: Ukrainian (official), Russian, others. Education:
More informationFINANCIAL SERVICES BOARD COLLECTIVE INVESTMENT SCHEMES
FINANCIAL SERVICES BOARD COLLECTIVE INVESTMENT SCHEMES INTRODUCTION This booklet will provide you with information on the importance of understanding ways in which Collective Investment Schemes ( CIS )
More informationFinancing Entrepreneurial Ventures Part 1 Financial Plan & Statements
Financing Entrepreneurial Ventures Part 1 Financial Plan & Statements Barbara Peitsch Program Director, Univ. of Michigan Peter Scott Professor of Entrepreneurship/Consultant August 2015 Economic Empowerment
More informationHERITAGE OF YOUR PROSPERITY. Moody s B3/NP/E+; Baa2.ua
HERITAGE OF YOUR PROSPERITY Moody s B3/NP/E+; Baa2.ua 2 KEY INVESTMENT CONSIDERATIONS Industry leader in retail innovations Ambitious and professional management team Audited according to IFRS since 2003
More informationRETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. Alternative Retirement Financial Plans and Their Features
RETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial
More informationDevelopment of intermediated securities and insolvency laws in transition economies
Development of intermediated securities and insolvency laws in transition economies Alexander Biryukov Kyiv National University COLLOQUIUM THE LAW OF SECURITIES TRADING IN EMERGING MARKETS: LESSONS LEARNED
More informationGROWTH BY COMBINING BEST PRACTICES
GROWTH BY COMBINING BEST PRACTICES L. Lovaglio General Manager at Bank Pekao AGENDA Poland macroeconomic and banking sector scenario The creation of New Pekao New Pekao strategic initiatives Strategy for
More informationSoftware Development in Ukraine
Software Development in Ukraine Prepared by: www.mafcon.com November, 2008 The offshore Software Sector in Ukraine A Special Focus on Western Ukraine An overview of the software sector Western European
More informationAlternative Retirement Financial Plans and Their Features
RETIREMENT ACCOUNTS Gary R. Evans, 2006-2013, November 20, 2013. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial
More informationPlease do not hesitate to call if you have any questions as you fill out our questionnaire. Feel free to attach additional sheets if necessary.
Franchise Application PAGE 1 OF 5 Partners must complete separate applications. Personal Information NAME SOCIAL SECURITY # ADDRESS CITY STATE ZIP HOME PHONE WORK PHONE (IF OK TO CONTACT YOU HERE) CELL
More informationLEGISLATIVE AMENDMENTS
111 1 Ukraine Ratified the WTO Agreement on Simplification on Customs Procedures 2 Law on Prevention of Corruption in Sports in Effect 10 December 2015 3 Law on Additional Guarantees to Persons Employed
More informationInvestors G u i d e 201 0 1 Investors Guide 2011
2011 Investors 2011 Guide 1. 2. 3. 01 Investors Guide 2011 1 2 5 3 4 6 Investors Guide 2011 02 03 Investors Guide 2011 1 2 3 4 5 Investors Guide 2011 04 1 2 2 2 05 Investors Guide 2011 3 3 3 4 5 5 5 Investors
More informationHIGHER EDUCATION REFORM and TEMPUS PRIORITIES for UKRAINE
HIGHER EDUCATION REFORM and TEMPUS PRIORITIES for UKRAINE UKRAINE&RUSSIA TEMPUS@10 COOPERATION NATIONAL TEMPUS-OFFICE UKRAINE www.tempus.org.ua Country: UKRAINE Area: 603 628 sq.km Population: 45 962 900
More informationTraditional IRA s Contribution rules-
A Traditional IRA is a retirement plan that allows you to save money for retirement. In the case of a traditional IRA, you may also be offered an immediate tax shelter for the contributions that you make
More informationVanguard Financial Education Series investing. How to invest your retirement savings
Vanguard Financial Education Series investing How to invest your retirement savings During your working life, you ve saved and invested for retirement. Now that you re finally reaching retirement, consider
More informationLetter from Chuck Clough
Allocation Fund - GLV Equity Fund - GLQ Opportunities Fund - GLO Letter from Chuck Clough To Our Investors: November 25, 2015 Clough Global Allocation Fund (GLV) During the twelve months ended October
More informationKey Person Life Insurance Strategies
Key Person Life Insurance Strategies The information contained in this presentation is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals
More informationCouples Dual Questionnaire
Investor Profile Questionnaire Your responses will help us recommend a custom investment program tailored to your needs. Clients names How did you hear about us? Are you: Married Single Please complete
More informationBANKING - ASSET MANAGEMENT AND INVESTMENT
BANKING - ASSET MANAGEMENT AND INVESTMENT INVESTMENT BANKING / PRIVATE EQUITY - ORIGINATION ROLES Analyst 20,000 15,000 35,000 Associate 35,000 25,000 65,000 Vice President 55,000 35,000 90,000 Director
More informationHow Gold Improves Alternative Asset
How Gold Improves Alternative Asset Performance Alternative investments began gaining traction during the inflationary times of the late 1970s and early 1980s. Modern Portfolio Theory (MPT), as outlined
More informationІnformation about the authors
Іnformation about the authors Maksymenko Serhiy Dmytrovych, Full Member of the National Academy of Pedagogical Science of Ukraine, Doctor of Psychological Science, Professor, Director of G.S. Kostiuk Institute
More informationHOW THE INTERNATIONAL PORTFOLIO BOND WORKS WITH THE COFUNDS INVESTMENT PLATFORM
INTERNATIONAL PORTFOLIO BOND HOW THE INTERNATIONAL PORTFOLIO BOND WORKS WITH THE COFUNDS INVESTMENT PLATFORM This is not a consumer advertisement. It is intended for professional financial advisers and
More informationSECURITY BENEFIT. Advisor Program. MUTUAL FUNDS FOR IRA SEP/SIMPLE IRA 403(b)(7)
SECURITY BENEFIT Advisor Program MUTUAL FUNDS FOR IRA SEP/SIMPLE IRA 403(b)(7) Security Benefit Advisor Program SAVE AND CONSOLIDATE DIVERSIFY YOUR PORTFOLIO CREATE DYNAMIC STRATEGIES Security Benefit
More informationDIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA
DIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA Contact Us: 800.418.0235 IRA@APMEX.COM CAUTIONARY STATEMENT 2 This information is for informational purposes only and is not to be relied on
More informationInstruction to Support Post Doctorate Projects
Instruction to Support Post Doctorate Projects Development of science and technology in a country requires investment in research and its infrastructures, in particular humanistic infrastructures of research.
More informationUBI Insurance: Investment Opportunity. (see please disclaimer on the last page)
UBI Insurance: Investment Opportunity (see please disclaimer on the last page) 2015 UBI Snapshot UBI (Ukrainian Business Insurance) operates as a Public Joint Stock Company. Management holds a controlling
More informationReport Description. Business Counts. Top 10 States (by Business Counts) Page 1 of 16
5-Year County-Level Financial Profile Industry Report Architectural Services (SIC Code: 8712) in Prince George County, Maryland Sales Range: $500,000 - $999,999 Date: 11/07/08 Report Description This 5-Year
More informationLincoln Financial Advisors
Lincoln Financial Advisors A Commitment to Excellence A promise to listen When you retain Lincoln Financial Advisors, you benefit from personal service and our extensive financial experience. We take the
More informationA Guide to Investing in Property Using a Self Managed Super Fund
A Guide to Investing in Property Using a Self Managed Super Fund Why would I consider a SMSF? I already have a super fund. Self Managed Superannuation Funds (SMSF s) are the fastest growing sector of the
More informationThe path to financial independence. SM. Wealth Management Services
The path to financial independence. SM Wealth Management Services 1 st Portfolio s integrated services featuring Wealth Connect TM are custom-built to address the unique needs of wealthy individuals and
More informationIntellectual Property: not luxury but necessity
Intellectual Property: not luxury but necessity Who we are AstapovLawyers International Law Group is a leading full-service law firm with more than 120 professionals based in our offices in Kyiv, Moscow
More informationINTRODUCTION TO COMMODITY TRADING
INTRODUCTION TO COMMODITY TRADING Capademy Tutorial Series Option Banque Training Series Vol. 1 Commodities are the raw ingredients or components of almost everything we consume or use in our everyday
More informationRating Agency Expert Rating Ltd (www.expert-rating.com, e-mail: general@expert-rating.com, tel./fax: +38 044 207 08 81)
Rating Agency Expert Rating Ltd (www.expert-rating.com, e-mail: general@expert-rating.com, tel./fax: +38 044 207 08 81) The rating report (on basis of the Agreement No. 05/RA of May 20, 2009) Insurer s
More informationIntroducing. Tax-Free Savings Accounts
Introducing Tax-Free Savings Accounts Tax-Free Savings Accounts A new way to save Tax-free savings accounts were introduced by the federal government in the 2008 budget as an incentive for Canadians to
More informationFinancial advice makes a difference
Bridges Financial advice makes a difference Financial advice makes a difference Advice from a Bridges financial planner will help you have confidence in the decisions you make. Financial advice makes a
More informationHow To Get A Loan From A Bank
Standard Bank Talking Finance to Business Agenda 1 Introduction Stage of business Cash flow management Financing solutions What do Bank s look at when considering a loan, and what can you do? Why are loans
More informationCOMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. INVESTMENT GUIDELINES FOR MONEY MARKET POOL
INVESTMENT GUIDELINES FOR MONEY MARKET POOL discretionary Money Market Pool is expected to pursue their stated investment strategy and follow the investment guidelines and objectives set forth herein.
More informationJump$tart Coalition for Personal Financial Literacy. Goodheart-Willcox Foundations of Personal Finance 2014 by Sally Campbell and Robert Dansby
Jump$tart Coalition for Personal Financial Literacy correlation of standards with Goodheart-Willcox Foundations of Personal Finance 2014 by Sally Campbell and Robert Dansby This chart correlates the performance
More information80 DNEY KYIV REGION 80 dney 12 Pimonenko St, Office 3, Kyiv Tel.: 044 501 24 90, 044 482 15 68 Site: www.80dney.com.ua
11 MIRRORS DESIGN HOTEL 11 Mirrors Design Hotel 34A, B.Khmelnytskogo,01030, Kiev, Ukraine Tel.: +38 (044) 581 11 11 Site: http://www.11mirrors-hotel.com/ TOP For accommodation TOP For accommodation 80
More informationYour Investment Decisions
FACT SHEET FOR PRIVATE COMMITTEES Your Investment Decisions As a Private Committee who is managing the financial affairs of an adult who has been declared incapable, you will need to keep a reasonable
More informationDCF and WACC calculation: Theory meets practice
www.pwc.com DCF and WACC calculation: Theory meets practice Table of contents Section 1. Fair value and company valuation page 3 Section 2. The DCF model: Basic assumptions and the expected cash flows
More informationInternational Economics Department of Donetsk National University (Vinnytsia) Copyright Wondershare Software
International Economics Department of Donetsk National University (Vinnytsia) OFFERS! the new specialization on distance base studying in English INTERNATIONAL ECONOMIC COOPERATION 20 years of history
More informationGood morning Mr. Chairman and Members of the Committee. My name is Jack
TESTIMONY OF JACK MARCO, CHAIRMAN OF THE MARCO CONSULTING GROUP, BEFORE THE SUBCOMMITTEE ON HEALTH, EMPLOYMENT, LABOR, and PENSIONS COMMITTEE ON EDUCATION AND LABOR OF THE U.S. HOUSE OF REPRESENTATIVES
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company CLACKAMAS COUNTY 457(B) DC PLAN Separate Account D Average Annual Total Returns as of: 11/30/2015 (shown in percentages)
More information"Information technologies and interactions"
Ministry of Education and Science of Ukraine Taras Shevchenko National University of Kyiv, Ukraine National Technical University of Ukraine Kyiv Polytechnic Institute Institute of Cybernetics of NAS of
More informationProject funds for North America Call for proposals 2015
Project funds for North America Call for proposals 2015 1 INVITATION The Norwegian Centre for International Cooperation in Education («SIU») is pleased to invite Norwegian institutions for higher education
More informationSberbank of Russia and its subsidiaries Interim Condensed Consolidated Financial Statements and Report on Review. 31 March 2015
Sberbank of Russia and its subsidiaries Interim Condensed Consolidated Financial Statements and Report on Review Interim Condensed Consolidated Financial Statements and Report on Review CONTENTS Report
More informationCenter for Gifted Education Focusing on the Future 2015 CAREERS IN FINANCE
Center for Gifted Education Focusing on the Future 2015 CAREERS IN FINANCE What is Finance? The science that describes the management, creation and study of money, banking, credit, investments, assets
More informationPRIVATE CLIENT MANAGED PORTFOLIOS
PRIVATE CLIENT MANAGED PORTFOLIOS To sim lif, reserve an enhance. United Financial Private Client Managed Portfolios Your wealth is the cumulative result of your hard work, discipline, and astute management.
More informationBackground. British Council Programmes
As part of its Internationalising Higher Education programme, the British Council in Ukraine is pleased to announce a call for bids to develop and deliver capacitybuilding workshops for Ukraine university.
More informationArizona State Retirement System Supplemental Retirement Savings Plan Investment Policy Statement
Arizona State Retirement System Supplemental Retirement Savings Plan Investment Policy Statement June 8, 2007 1 ASRS Supplemental Retirement Savings Plan Investment Policy Statement I. Overview and Purpose
More informationMedicine + Beyond. Vanessa Flockton, Partner Nicola Wealth Management. Mark Therriault, Partner Nicola Wealth Management
Medicine + Beyond Vanessa Flockton, Partner Nicola Wealth Management & Mark Therriault, Partner Nicola Wealth Management About Nicola Wealth Management $2.5-billion in assets under management. Successful
More informationEnvironmental Factors Determining Economic Security of Businesses and Its Elements
Problems and Perspectives in Management, 2/2004 205 Environmental Factors Determining Economic Security of Businesses and Its Elements Olena Arefyeva 1 The activity of economic agents in emerging market
More informationE-commerce: Latest Developments in Ukrainian Legislation and International Practice. November 10th, 2015 Kyiv, Ukraine
E-commerce: Latest Developments in Ukrainian Legislation and International Practice November 10th, 2015 Kyiv, Ukraine INVITATION TO SEMINAR ORGANISERS INFORMATION Dear Colleagues! IFA Ukraine takes a pleasure
More informationReal Estate Info Packet
Real Estate Info Packet Dear Investor, Thank you for your interest in a CamaPlan for your self-directed investment needs. If you are someone looking to take control of your financial future and invest
More informationPortfolio Management Mandate. Your individual solution with an LGT Bandwidth Mandate
Portfolio Management Mandate Your individual solution with an LGT Bandwidth Mandate LGT Portfolio Management Mandate for the professional management of your investments The dynamic nature and increasing
More informationUniversity of Montenegro. Capacity building in doctoral studies and research- Strategic approach to research management
University of Montenegro Capacity building in doctoral studies and research- Strategic approach to research management 8th EUA-CDE ANNUAL MEETING, Munich, June 2015 University of Montenegro profile Established
More informationChapter 4.1. Market Rotations
1 Chapter 4.1 Market Rotations 0 MARKET ROTATIONS Stock markets ebb and flow as investors move their money in and out of the markets themselves as well as in and out of various sectors within the markets.
More informationDETERMINING AGENCY VALUE PART 5
DETERMINING AGENCY VALUE PART 5 VALUATION METHODOLOGY (continued) By: Chuck Coyne, ASA This month we continue our discussion of how to determine an agency s value. Last month we discussed many of the typical
More informationNielsen Featured Insights
Nielsen Featured Insights Delivering consumer clarity Decoding Investment Attitudes of the Online Indian Consumer By Subhash Chandra, Director, Client Solutions Finance n n n Online Indian customers well
More informationContact details ph: 09 413 5355 P O Box 300 189 Albany 0752 Auckland North Shore. 10 October 2013. Introduction
SUBMISSION TO THE PRODUCTIVITY COMMISSION: BOOSTING PRODUCTIVITY IN THE SERVICES SECTOR STIMULATING SERVICES COMPETITION Submitter: Miles Hayward-Ryan Founder Director IAPM Investment Advisers Performance
More informationInvestment Products. www.britam.com BritamEA BritamEA
Investment Products www.britam.com BritamEA BritamEA About Britam Holdings Limited Britam is a diversified financial services group listed on the Nairobi Securities Exchange. The group has interests across
More informationSberbank of Russia and its subsidiaries Interim Condensed Consolidated Financial Statements and Report on Review. 30 June 2015
Sberbank of Russia and its subsidiaries Interim Condensed Consolidated Financial Statements and Report on Review Interim Condensed Consolidated Financial Statements and Report on Review CONTENTS Report
More informationMIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION
MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION Note: All sections of this application must be completed in full. If any information is incomplete or missing, your application
More informationLearner Outcomes. Target Audience. Materials. Timing. Want more background and training tips? Invest Well Stocks and Bonds. Teens.
Learner Outcomes Outcome #1: Participants will be able to identify what a stock is. Outcome #2: Participants will be able to describe what affects the value of a stock. Outcome #3: Participants will be
More informationKDM SHIPPING PUBLIC LIMITED. CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED) For the three months ended 31 March 2014
CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED) For the three months ended 31 March 2014 CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS For the three months ended 31 March 2014 C O
More informationPHD PROGRAM IN FINANCE COURSE PROGRAMME AND COURSE CONTENTS
PHD PROGRAM IN FINANCE COURSE PROGRAMME AND COURSE CONTENTS I. Semester II. Semester FINC 601 Corporate Finance 8 FINC 602 Asset Pricing 8 FINC 603 Quantitative Methods in Finance 8 FINC 670 Seminar 4
More informationFRC Risk Reporting Requirements Working Party Case Study (Hospitality Industry)
FRC Risk Reporting Requirements Working Party Case Study (Hospitality Industry) Table of Contents Executive Summary... 2 Background and Scope... 3 Company Background and Highlights... 3 Sample Risk Register
More informationFacility Financing Overview Financing Challenges for New Charter Schools Securing a facility, obtaining start-up funding, acquiring the expertise necessary to run a charter school and student enrollment
More informationWeighing the Alternatives: Do Non-Traditional Investments Have a Place in an IRA?
According to new research from Cerulli Associates, most financial service professionals now incorporate alternative investment vehicles into their clients portfolios. In the research firm s new report,
More informationChapter 1. Introduction to Accounting and Business
1 Chapter 1 Introduction to Accounting and Business Learning Objective 1 Describe the nature of a business, the role of accounting, and ethics in business. Nature of Business and Accounting A business
More informationOVERVIEW OF SERVICES FOR PEOPLE WITH INTELLECTUAL DISABILITIES IN UKRAINE
OVERVIEW OF SERVICES FOR PEOPLE WITH INTELLECTUAL DISABILITIES IN UKRAINE Nadia Mayorova, All-Ukrainian NGO Coalition for People with Intellectual Disabilities STATISTICS Population of Ukraine - 47 millions
More informationABOUT LPL FINANCIAL. The strength of partnership
ABOUT LPL FINANCIAL The strength of partnership supporting financial advisors who serve you the need for objective advice has never been greater Amid an ever-changing investment landscape, investors need
More informationGrosvenor KiwiSaver Scheme Asset Class Growth Fund
Average Annual Return Quarterly Disclosure Statement for 1 October 2014 to 30 September 2015 Grosvenor KiwiSaver Scheme Asset Class Growth Fund What is the purpose of this statement? This statement provides
More informationBy Steven Peeris, Research Analyst
1/12/2013 Personal Finance By Steven Peeris, Research Analyst NUS Students Investment Society NATIONAL UNIVERSITY OF SINGAPORE TIME IS MONEY TRADING TIME FOR DOLLARS What are we getting paid for when we
More informationInterim report 1st quarter 2016
Interim report 1st quarter 2016 About Komplett Bank ASA Komplett Bank ASA started banking operations on 21 March 2014 when the company received its banking licence from the Norwegian authorities. Komplett
More informationSubmission to the Financial System Inquiry. August 2014. Homesafe Solutions Pty Ltd
Submission to the Financial System Inquiry August 2014 Homesafe Solutions Pty Ltd Executive Summary Homesafe Solutions Pty Ltd welcomes the inclusion of access to equity in the home in the Interim Report
More informationWHAT ARE THE NEW OPPORTUNITIES FOR SOFTWARE DEVELOPMENT AND OUTSOURCING IN UKRAINE?
WHAT ARE THE NEW OPPORTUNITIES FOR SOFTWARE DEVELOPMENT AND OUTSOURCING IN UKRAINE? Thursday, May 31, 2012 8:00 a.m. PDT *This webinar is offered for informational purposes only, and the content should
More informationInvestment Portfolio Management and Effective Asset Allocation for Institutional and Private Banking Clients
Investment Portfolio Management and Effective Asset Allocation for Institutional and Private Banking Clients www.mce-ama.com/2396 Senior Managers Days 4 www.mce-ama.com 1 WHY attend this programme? This
More informationFinancial Services & Credit Guide
Financial Services & Credit Guide 5 Wealth Management Pty Ltd Part of the 5 Financial Group ABN 50 003 640 097 AFSL No 314889 Suite 2C, Level 2 9 Blaxland Road RHODES NSW 2138 PO Box 3162 RHODES NSW 2138
More informationEnhancements to ING s diversified investment funds
Enhancements to ING s diversified investment funds Effective 1 November 2005 Our investment managers, ING Investment Management Limited (INGIM), recently conducted a review of ING s diversified investment
More informationAN INVESTOR S GUIDE. Private Equity Investing Using a Tax-Advantaged Account
AN INVESTOR S GUIDE Private Equity Investing Using a Tax-Advantaged Account Savvy investors realize that private equity can deliver significant rewards. When those investments are held in a tax-advantaged
More informationManaging the Application Portfolio From Cradle to Grave
January 2005 metagroup.com 800-945-META [6382] Managing the Application Portfolio A META Group White Paper Sponsored by Cognizant Technology Solutions The single greatest opportunity to identify IT savings
More informationWSE IV International Companies Conference 4-5 June 2013
Company Presentation WSE IV International Companies Conference 4-5 June 2013 Contents Business update 3 Segment update 6 Financial update 12 2 Investment program update 17 Appendices 19 1 Business update
More informationInvesting in Bonds Page 1 INVESTING IN BONDS
Investing in Bonds Page 1 INVESTING IN BONDS WHEN BUYING A BOND, YOU ARE LOANING MONEY TO A BOND ISSUER IN NEED OF CASH TO FINANCE A VENTURE OR FUND A PROGRAM, SUCH AS A CORPORATION OR GOVERNMENT AGENCY.
More informationGetin Holding Group s Financial Results for the first 9 months of 2011
Getin Holding Group s Financial Results for the first 9 months of 2011 a presentation of unaudited financial results for investors and analysts Warsaw, 10 November 2011 Disclaimer This presentation ( Presentation
More informationInvesting in Domestic Oil & Gas Drilling Ventures Tax Deductions, Cash Flow, and an Alternative to the Stock & Bond Markets
Investing in Domestic Oil & Gas Drilling Ventures Tax Deductions, Cash Flow, and an Alternative to the Stock & Bond Markets In a high tax bracket Expecting to sell an asset for a significant gain this
More informationAccess Transparency Income Exchange Traded Bond Units
FIXED INCOME FOR ALL INVESTORS Access Transparency Income Exchange Traded Bond Units Exchange Traded Bond Units (XTBs) offer a new and exciting fixed income investment opportunity for all investors. XTBs
More informationChapter V. Mutual Funds - Perceptions, Involvement & Policies of Mutual Fund Investors In Hubli-Dharwad - An Analysis
Chapter V Mutual Funds - Perceptions, Involvement & Policies of Mutual Fund Investors In Hubli-Dharwad - An Analysis 148 CLASSSIFICATION OF SAMPLES FOR SURVEY : The samples survey was conducted among the
More informationBS2551 Money Banking and Finance. Institutional Investors
BS2551 Money Banking and Finance Institutional Investors Institutional investors pension funds, mutual funds and life insurance companies are the main players in securities markets in both the USA and
More informationCOMPREHENSIVE WEALTH MANAGEMENT
PRIVATE CLIENT TM COMPREHENSIVE WEALTH MANAGEMENT ASSANTE A OUR GOAL is to simplify and enhance the lives of our clients by serving as their financial advisor managing their assets and lifestyle needs
More informationMission Statement. Program Overview. PhD Program in Microbiology & Immunology (MIM)
PhD Program in Microbiology & Immunology (MIM) Mission Statement The aim of the PhD program in Microbiology and Immunology (MIM) is to recruit and train future leaders in different fields of Microbiology
More informationFINANCIAL PLANNER METHODOLOGY
FINANCIAL PLANNER METHODOLOGY The MeDirect Planning Tools are online investment planning solutions that provide wealth forecasting and investment advice. Our Planning Tools offer you two investment planning
More informationWorld-Class Master s Programs in Financial Economics, Economic Analysis or Business Economics
World-Class Master s Programs in Financial Economics, Economic Analysis or Business Economics Our master s programs Kyiv School of Economics offers three graduate level programs M.A. in Economic
More informationQUEST Financial Communications
Page 1 of 7 Having trouble viewing this email? Click here Volume 10 - Issue 1 November 2013 This Issue: New Options for IRA Investments Significant Tax Free Income Reverse Mortgage Line of Credit for Cash
More information