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[DOCX File]Investment Policy Statement
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Passively managed funds: ... Actively managed funds: The investment manager’s tenure, philosophy, and process. Relative performance to stated benchmark and peer group. ... the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
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[DOC File]Name:
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a. asset allocation funds. b. balanced funds. c. index funds. d. income funds. 21. Over the past two decades, actively managed funds have tended to _____ index funds. a. outperform. b. perform equivalently to. c. underperform. d. no consistent relationship between the performance of actively managed funds and passively managed funds has been ...
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[DOC File]Financial Planner’s Approach to Investment Selections for ...
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For bond funds, the number was .84%. These ratios have come down dramatically over the past 20 years as investment in 401(k) programs and index funds has surged. Many actively managed funds still charge fees well in excess of 1.5% and even 2%. When market returns are well into the teens and higher, this seems inconsequential.
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Guidelines on performance fees in UCITS
Such a situation seems neither fair to asset managers nor beneficial to investors, since the investors’ alternative to the actively-managed product with performance fees is either a) passive products, which would be delivering a negative return in this hypothetical scenario, or b) actively-managed products with fixed management fees which may ...
best managed mutual funds

[DOCX File]Investment Vehicles and Structures
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Funds of funds may be actively managed or passively managed. Actively managed funds of funds. Two main investment strategies characterize most actively managed funds of funds. Some managers try to identify funds with managers that they believe will outperform the market. They then invest in their funds.
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[DOC File]IFA
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Research suggests that passively managed funds may outperform the majority of actively managed funds year and after year. If the effect of several years is compounded, then the odds of actively managed funds’ outperformance may wane even lower. A recent study shows clearly active managers are graced by luck, not skill.
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[DOC File]Fund Warning Signs
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Consider index funds. Managers of index funds are not actively choosing stocks, but they're simply mimicking a benchmark. Thus, manager changes at index funds are less important than manager changes at actively managed funds. Manager changes aren't a big deal at funds investing in securities where there are a modest range of possible returns ...
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Details of the persons who accept ... - Central Bank
Actively managed UCITS ETFs should disclose the following: that the UCITS is an actively managed UCITS . ... Transactions shall be in the best interests of unitholders. c) ... of an umbrella UCITS invests in the units of other sub funds of that Umbrella (each a ”Receiving Fund”), the rate of the annual management fee which investors in the ...
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[DOCX File]UConn Graduate Student Managed Fund
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We would like to thank you for giving us the opportunity to participate in the 2015-2016 Student Managed Fund. It has been a wonderful and learning experience for each manager involved in the program and has allowed each of us to explore financial markets and build our portfolio under the guidance of Professor Ghosh and Professor Rakotomavo.
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[DOC File]October 10, 1999
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And of the 80 largest actively managed funds with scores of 95 or higher for the three years, only three -- Vanguard Growth and Income, Goldman Sachs Capital Growth class A and Pioneer class A, beat the index fund -- but not by much. And none were able to do so on a tax-adjusted basis. These 80 funds control nearly $400 billion of investors' money.
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Best actively managed value funds