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Active Investment Management

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50 documents available in our comprehensive collection of Active Investment Management resources. Find practical guides, tutorials, and documentation to enhance your knowledge.

Preview of "​no-​action" letter just posted by the SEC
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"​no-​action" letter just posted by the SEC (ilt043008-17a.pdf)

185 KBU.S. Securities and Exchange CommissionEN 5 pages
The SEC's Division of Investment Management will not recommend enforcement action against Prime Master Series, a series of Institutional Liquidity Trust, or
Preview of Dynamic Global Equity Fund: Global Stock Portfolio with Active Management
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Dynamic Global Equity Fund: Global Stock Portfolio with Active Management ( -Dynamic_Global_Equity_Fund.pdf)

127 KBEN 2 pages
A dynamic global equity fund actively managed by Setanta Asset Management, holding 77 stocks from around the world, with top holdings including Microsoft Corp, Taiwan Semiconductor Manufacturing, and Alphabet Inc
Preview of BF Fact Sheet for July 2023
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BF Fact Sheet for July 2023 (Fact-Sheet-BF-July-2023.pdf)

240 KBEN 1 page
The Capital Alliance Balanced Fund is an open-ended fund invested in a diversified portfolio of equities and government securities, with 34.1% managed by...
Preview of View
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View (NexusGlobalDynamicReasonsWhy.pdf)

634 KBEN 2 pages
The Nexus Global Dynamic Portfolio is an actively managed, globally diversified equity portfolio aiming for capital appreciation
Preview of Investment Disclosure
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Investment Disclosure (Important_disclaimer-1.pdf)

54 KBTroy SeilerEN 1 page
The website content is for US residents, published by AlphaStar Capital Management LLC for informational purposes, and is not a solicitation to buy or sell
Preview of Kent Pension Report
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Kent Pension Report (Report-and-Accounts-2023-DRAFT.pdf)

2.2 MBKent County CouncilEN 62 pages
7% on investments, outperforming the benchmark return of 0
Preview of Investment Management in the UK: Insights from the 2020-2021 IA Annual Survey
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Investment Management in the UK: Insights from the 2020-2021 IA Annual Survey (IMS report 2021.pdf)

6.82 MBEN 120 pages
The Investment Association Annual Survey for 2020-2021 provides insights into the UK investment management industry, highlighting its role as a global center and examining its size, significance in Scotland, and impact on service exports
Preview of CompAM Bilancio Revisionato 2016
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CompAM Bilancio Revisionato 2016 (CompAM20Fund20Final20signed20AR2016.pdf)

7.48 MBPustulka, KlaudiaEN 160 pages
CompAM FUND is a Société d'Investissement à Capital Variable Luxembourg with its annual report including audited financial statements as at 31 December 2016.
Preview of Rapport semestriel (EN)
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Rapport semestriel (EN) (SAR_FR_en_IE0002MXIF34_YES_2023-08-02.pdf)

3.83 MBA057739EN 178 pages
Fidelity UCITS ICAV is an Irish collective asset-management vehicle with 16 sub-funds, 15 of which were launched as of the financial period end
Preview of Click here
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Click here (OneDigital-Brochure_Advisory.pdf)

853 KBMichael BehrmanEN 6 pages
OneDigital offers wealth management services, providing straightforward advice, tailored recommendations, and tax-efficient strategies to help individuals and
Preview of North Square Strategic Income Fund Surpasses $100 Million in Assets
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North Square Strategic Income Fund Surpasses $100 Million in Assets (North-Square-Strategic-Income-Fund-Surpasses-100-Million-in-AUM-Press-Release-17-February-2022.pdf)

177 KBDana KurttilaEN 4 pages
North Square Investments announced that its North Square Strategic Income Fund surpassed $100 million in assets, with the fund seeking high current income and
Preview of Solvency Analysis
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Solvency Analysis (39.pdf)

210 KBPC074EN 11 pages
Investments are a kind of waiver, with great economic and social importance, and businesses must conduct investment activities to survive in a turbulent
Preview of June 25, 2019, Robert F. Stambaugh of the Wharton School, University of Pennsylvania: "Skill and Fees in Active Management"
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June 25, 2019, Robert F. Stambaugh of the Wharton School, University of Pennsylvania: "Skill and Fees in Active Management" (20190625_Stambaugh.pdf)

507 KBEN 39 pages
Greater skill of active investment managers can mean less fee revenue in a general equilibrium, as it allows them to identify mispriced securities more
Preview of Savin Arbitrage Fund Prospectus
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Savin Arbitrage Fund Prospectus (Savin_PROSP_EN.pdf)

819 KBEN 92 pages
Savin Multi-Strategy Arbitrage Fund N.V. has multiple ISIN codes for different unit classes. The fund's prospectus is available as of May 2023, outlining key information. It covers executive summary, definitions, and risk factors.
Preview of CompAM Rendiconto Semestrale 2020
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CompAM Rendiconto Semestrale 2020 (CompAM20SAR202020202D20Final.pdf)

369 KBEN 156 pages
CompAM FUND is a Société d'Investissement à Capital Variable based in Luxembourg, with an unaudited semi-annual report as of 30 June 2020.
Preview of CompAM Audited Annual Report 2019
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CompAM Audited Annual Report 2019 (CompAM202D20Signed20Annual20Report20312E122E20191.pdf)

3.12 MBEN 188 pages
CompAM FUND Société d'Investissement à Capital Variable Luxembourg annual report includes audited financial statements as at 31 December 2019, with information...
Preview of Responsible Investment Policy
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Responsible Investment Policy (responsible-investment.pdf)

182 KBKatrine RosenbergEN 11 pages
Spar Nord aims to be a responsible bank and business partner, taking social responsibility seriously and working strategically with client and public...
Preview of Master Fund Fact sheet
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Master Fund Fact sheet (SCBJPSMA_MASTER.pdf)

148 KBTucker, James (PRD/UK)EN 2 pages
The Japan Small Cap Equity Fund I JPY aims to achieve long-term capital growth through investment in an actively managed portfolio of equity and equity-related
Preview of Télécharger le fichier
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Télécharger le fichier (2015-gaffard-iacopetta-on-the-search-to-recapture-the-industrial-spirit-of-capitalism.pdf)

225 KBJean-Luc Gaffard, Maurizio IacopettaEN 6 pages
The French government has taken steps to "recapture the industrial spirit of capitalism" by introducing the Florange law, which allows for double voting rights...
Preview of Retail IT Security Checklist: Audits, Updates, & Technology Investment Prioritization
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Retail IT Security Checklist: Audits, Updates, & Technology Investment Prioritization (Cybersecurity-audits-and-technology-investment-checklist.pdf)

62 KBEN 1 page
A comprehensive IT security checklist for retail operations, including regular software and hardware audits, prompt update management, vendor support verification, and strategic investment prioritization for enhanced cybersecurity
Preview of Morgan Stanley Investment Fund: USD Accumulating Share Class Overview
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Morgan Stanley Investment Fund: USD Accumulating Share Class Overview (PRP_LU2535287457_en_IE.pdf)

55 KBEN 3 pages
This product is an accumulating share class of a UCITS fund denominated in USD. It aims for long-term growth by investing at least 70% in company shares and other securities. The fund has no fixed maturity and can be redeemed under certain conditions outlined in the prospectus....
Preview of Surface Water Plan
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Surface Water Plan (surface-water-management-action-plan-july-2018.pdf)

826 KBEN 41 pages
The UK Government's Surface Water Management Action Plan aims to manage surface water flood risks affecting 3
Preview of Common Terms – Merge Active Bond Plus – High Yield Bond – Equilibrium in Active European Credit (CH version)
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Common Terms – Merge Active Bond Plus – High Yield Bond – Equilibrium in Active European Credit (CH version) (2021.11.26-CompAM-Common-terms-of-merger-Active-Bond-Plus-High-Yield-Bond-Equilibrium-in-Active-European-Credit-final.CH_.pdf)

235 KBalessandraEN 29 pages
CompAM FUND, a Luxembourg-based investment company, plans to merge three sub-funds ("CompAM FUND: Active Bond Plus", "CompAM FUND: European High Yield Bond",
Preview of KID Savin Fund
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KID Savin Fund (Savin_A-EUR_KID_EN.pdf)

166 KBEN 3 pages
Savin Multi-Strategy Arbitrage Fund – EUR Class A Units is an alternative investment fund
Preview of System Report
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System Report (TRiP2045-LRTP-System-Performance-Report-8-17-2022-signed.pdf)

2.02 MBLowe, ShontrillEN 24 pages
The System Performance Report for Huntsville Area Metropolitan Planning Organization includes performance measures for Highway Safety, Bridge and Pavement,...
Preview of Client Relationship Summary
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Client Relationship Summary (cci-form-crs-032723.pdf)

243 KBFocus 1 Associates LLCEN 2 pages
Canterbury Consulting provides investment advisory services to institutional and individual clients, including outsourced CIO and wealth management services,
Preview of Download
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Download (Bentleys-Macquarie-Growth-Portfolio-October-2022.pdf)

213 KBjyangEN 2 pages
5% and a high-risk profile, with a 7-year+ investment timeframe and dynamic active
Preview of Morocco Public Enterprises Report
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Morocco Public Enterprises Report (9466_rapport2011_eep_version_anglaise.pdf)

96 KBzeriouhEN 8 pages
Public enterprises in Morocco are key players in the country's economic and social development, contributing to major projects and social sectors.
Preview of Economic Regulation Reform
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Economic Regulation Reform (How-Should-the-Economy-be-Regulated.doc.pdf)

285 KBrrosenEN 10 pages
The economy should be regulated with new principles to guide corporate investment and management towards socially beneficial practices, addressing social and
Preview of NCG US Fund Supplement
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NCG US Fund Supplement (NCG US Small Cap Growth - Supplement .pdf)

1.12 MBEN 23 pages
The NCG US Small Cap Growth Fund aims to achieve long-term capital appreciation by investing at least 80% of its Net Asset Value in US equity securities of...
Preview of Retirement Fund
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Retirement Fund ( -Retirement_Portfolio_3.pdf)

304 KBEN 3 pages
Retirement Portfolio 3 invests in a range of assets, including bonds, shares, property, and cash, with a focus on income-producing assets and risk management
Preview of report
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report (BC-Agriculture-GHG-Mitigation.pdf)

784 KBbrianEN 41 pages
The Investment Agriculture Foundation commissioned Navius Research to evaluate greenhouse gas abatement opportunities in the agricultural sector
Preview of CIB Retirement Plans: Comprehensive Benefits for Central Illinois Builders
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CIB Retirement Plans: Comprehensive Benefits for Central Illinois Builders (CIB_Retirement.pdf)

719 KBEN 10 pages
TFA offers services from asset allocation to wealth management, while BPC handles administrative aspects of the retirement plan
Preview of CWM, LLC - Investment Advisory Services and Relationship Summary
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CWM, LLC - Investment Advisory Services and Relationship Summary (CWM-LLC-ADV3_ADV2A.pdf)

891 KBdhamptonEN 72 pages
CWM, LLC is a registered Investment Advisor offering personalized asset management and financial planning services to retail clients, helping them navigate investment strategies and portfolio trades
Preview of Sustainable Shares Report
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Sustainable Shares Report (Factsheet_PenSusFut.pdf)

1.04 MBEN 2 pages
Pendal Sustainable Future Australian Shares Portfolio overview: APIR Code WFS7406AU, investment manager Pendal Institutional Limited, asset class Australian
Preview of https://www.oliverwyman.com/content/dam/oliver-wyman/v2/publications/2020/jul/2020-Global-Wealth-Management-Report-After-the-Sto
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https://www.oliverwyman.com/content/dam/oliver-wyman/v2/publications/2020/jul/2020-Global-Wealth-Management-Report-After-the-Sto (2020-Global-Wealth-Management-Report-After-the-Storm.pdf)

2.08 MBpybasEN 39 pages
Covid-19 has permanently changed the Wealth Management industry, with client demands evolving and top-line growth outlooks diminishing
Preview of Indexed Fixed Interest Fund: A Balanced Bond Investment Strategy
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Indexed Fixed Interest Fund: A Balanced Bond Investment Strategy ( -Indexed_Fixed_Interest_Fund.pdf)

130 KBEN 2 pages
An Indexed Fixed Interest Fund that invests in a diversified mix of Eurozone government and corporate bonds, aiming for consistent average bond fund returns with potential for enhanced returns through securities lending; involves risks, including potential loss of investment
Preview of KID Savin Fund
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KID Savin Fund (Savin_I-CHF_KID_EN.pdf)

166 KBEN 3 pages
Savin Multi-Strategy Arbitrage Fund – CHF Class I Units is an alternative investment fund
Preview of 日本プライベートエクイティ、農林業機器メーカーのダイアトップに出資
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日本プライベートエクイティ、農林業機器メーカーのダイアトップに出資 (news_release_171011.pdf)

202 KBEN 4 pages
Japan Private Equity (JPE) has invested in Diatop Co., Ltd., a manufacturer of chain saw guide bars and other products, to support the company's growth and...
Preview of results
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results (1q2009.pdf)

49 KBwinpoonEN 10 pages
Morgan Stanley reported a net loss of $177 million, or $0.57 per diluted share, for the first quarter ended March 31, 2009, with net revenues of $3.0 billion,...
Preview of Question Paper
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Question Paper (XII_BST_SQP_2018_19.pdf)

270 KBDD_MSEN 4 pages
The process highlighted is planning. 2.
Preview of Download this paper
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Download this paper (2022-in-5-charts.pdf)

537 KBEN 8 pages
2022 was a challenging year for publicly traded asset classes due to aggressive interest rate hikes by central banks to tame inflation.
Preview of Recruitment Pack
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Recruitment Pack (Gateshead-RRW-Dec-22.pdf)

7.06 MBTyne HousingEN 11 pages
Tyne provides housing, support, healthcare, training, and community investment to help vulnerable people in the North East get to a better place
Preview of Public-Private Funding
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Public-Private Funding (PPP_social_crowdfunding_1.pdf)

405 KBAntonio CampagnoliEN 6 pages
Public-private partnerships finance government projects like sports centers and hospitals. Private funding is used to complete these projects. This model combines public and private resources.
Preview of <think>
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(STFA-Innovation-Bulletin-2-EN.pdf)

983 KBEN 16 pages
STFA's February 2015 Innovation Bulletin emphasizes "In-Now-Action": seeing the unseen, solving the unsolved, and doing the undone. Features current innovation trends, survey results, and practical applications like 3D printing within STFA.
Preview of statement
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statement (dnb-pledge-cop26.pdf)

39 KBDNBEN 1 page
DNB pledges to contribute to policy action on climate change, as it affects the financial and economic system, and thus its mission.
Preview of Nairobi Statement of Intent on Advancing a Sustainable Blue Economy
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Nairobi Statement of Intent on Advancing a Sustainable Blue Economy (3.pdf)

1.58 MBMaryEN 17 pages
The Nairobi Statement of Intent on Advancing the Global Sustainable Blue Economy was adopted at a conference in Nairobi, Kenya, from November 26-28, 2018,...
Preview of Learn more about our approach
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Learn more about our approach (blk-commentary-engagement-on-strategy-purpose-financial-resilience.pdf)

141 KBBlackRock Investment StewardshipEN 3 pages
BlackRock's investment stewardship approach focuses on engaging with companies to understand their business models, material risks, and opportunities, and to
Preview of Nordea Sustainability Report 2018
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Nordea Sustainability Report 2018 (Nordea Sustainability Report 2018.pdf)

3.91 MBpetter.carnhagenEN 52 pages
Nordea's 2018 Sustainability Report outlines the company's approach to sustainability, which is embedded in its business processes and Board activities.
Preview of https://www.cas.go.jp/jp/seisaku/seicho/pdf/ap2021.pdf
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https://www.cas.go.jp/jp/seisaku/seicho/pdf/ap2021.pdf (ap2021.pdf)

1.22 MBEN 38 pages
The Growth Strategy Execution Plan was formulated based on the Basic Policies for Economic and Fiscal Management and Reform 2021, taking into account the

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