Investment management

Morningstar is a Chicago-based investment research firm that compiles and analyzes fund, stock and general market data. They also provide an extensive line of internet, software and print-based products for individual investors, financial advisors and institutional clients. The research reaches all corners of the world: North America, Europe, Australia, and Asia. Among its many offerings, Morningstar's comprehensive, one-page mutual and exchange-traded fund (ETF) reports are widely used by…

Introduction The problems of using derivatives as a risk management tool by financial institutions have been demonstrated in the Banc One case. The major objective of this paper is to provide more insight into the case through analysis of five specific questions in relation to Banc One’s performance between 1993 and 1994. We start by addressing the bank’s problems and potential reasons that lead to such issues. Evidences and facts show that both investors and managers blame the use of interest…

FIVE ESSENTIAL TIPS FOR MAKING MONEY WITH REAL ESTATE Your goal as an investor is always to make profit, therefore if opportunities arise for you to make more profit on your investment, you'd be unwise not to consider them. However, you have to be cognizant of the fact that you can lose money when you are invested in real estate. This transpires and it probably will transpire to you if you are invested long enough. New real estate investors cannot let this scare them off from investing. With…

Company Overview 3i Group Plc is a multinational investment firm managing private equity and venture capital. The company headquarter is located in London, United Kingdom with international presence in thirteen countries covering regions including Asia, Europe and Americas. The company was founded in 1945 by Bank of England and other major banks operating in Britain under the name of Industrial and Commercial Finance Corporation (ICFC) in order to provide financing to small and medium companies…

The main objective of the investment criteria is the production of financial value. Yet, contrasted with the emphasis that has been surrendered to the start of Johnson Angel investments, I have researched and have given amazingly investment criteria and particularly to the harvest occasion where the financial quality that has been made is extracted. My research has likened investment with disappointment thus have just considered organizations that stop exchanging automatically. Where I have…

investors. Private equity firms receive a return on their investments through usually the following ways: • Initial Public Offer : Through this process a private company goes public…

A Portfolio manager’s role in the mutual fund is to maximize the wealth of the investors, through investment of assets in stocks of corporations. Every citizen/corporation has a social responsibility towards the society in which he lives in. Similarly mutual funds have a responsibility towards the society in which it operates. By investing on companies, investors seek to promote the growth and development of the company in anticipation of good results. They thus play a role in promoting the…

risk to a financial institution .However, other sources of credit risk exist throughout the activities of a financial institution including in the banking book and the trading book, and both on and off the balance sheet. The goal of credit risk management is to maximize a SACCOs risk adjusted rate of return by maintaining credit risk exposure within acceptable parameters. SACCOs need to manage credit risk inherent to the entire portfolio as well as the risk in individual credits as transaction…

Whether it is OJT, an apprenticeship/internship, traditional lecture, online learning or simulations; training employees is crucial to organizational success. Sufficient funding should be placed in the training budget to ensure a satisfying return on investment (ROI). Through my adult life, I have encountered most, if not all of the methods of training that many organizations use today. Companies are in the business of making profits, and the cost of training is always a consideration during…

its ambition to diversify its oil-dependent economy”. The governmental support of small businesses has made it easier for the Kuwaitis to start their own business. Luckily, my family took this chance to start their own property management business. The property management business started when my family bought their first house. In 1999, my family was able to save enough my and get a house mortgage to buy a house.…