This document summarizes Wellington Management's distinctive investment approach as the sub-adviser to Hartford Funds. It highlights Wellington Management's global collaboration across 12 offices worldwide, specialized research conducted by over 591 investment professionals, and private partnership structure which helps attract and retain talent. Wellington Management focuses on managing assets for institutions located around the world through specialized research, a global collaborative culture, and expertise across asset classes.
While IPOs provide an attractive headline story, strategic acquisitions are viewed as a more reliable exit strategy for private equity investments in Southeast Asia. Strategic buyers understand the industry well and see value in acquiring companies, making them easier to convince than seeking a single buyer. However, finding the right strategic fit can still be challenging. Management buyouts are also considered but come with difficulties in obtaining financing. Overall, private equity investors are advised to have multiple exit options in mind and ensure management teams are aligned on clear exit strategies when investing in the region.
Sovereign Development Funds - IFSWF - Kalytix Partners - 2014Peter Bruce-Clark
We had the pleasure of attending the annual International Forum of Sovereign Wealth Funds (IFSWF) last month, and providing our research and findings on the rise of sovereign development funds.
Venture capital equity funding explained - Paula Mariwala, Seed Fundtiemumbai
Know more about fund raising and the key parameters that an investors takes into consideration while investing his money and time into a business or entrepreneur as explained by Paula Mariwala - Partner Seed Fund
Venture capital is equity or equity-featured capital that seeks investments in new companies, products, processes or services that offer potential for high returns. Venture capital firms invest mostly in early stage companies focused on technology, biotech and cleantech. Venture capital acquires a minority stake, usually less than 50%, in companies. Private equity buys mature companies across all industries, acquiring 100% ownership. Private equity deals are larger, ranging from $100 million to $10 billion, compared to under $10 million for venture capital.
Private equity and venture capital fundsLinel Dias
Private equity fundraising involves private equity firms seeking capital from investors for their funds. Investors become limited partners in the funds and benefit from investments made using the capital in that specific fund. Private equity firms also invest in their own funds, typically 1-5% of the total capital. The time it takes to raise capital depends on market conditions and the firm's past performance. There are different types of private equity funds such as leveraged buyouts and venture capital. In India, major private equity firms include ICICI Ventures, UTI Ventures, and Carlyle. Venture capital is high-risk financing provided to new businesses in exchange for equity. Venture capital funds pool money from investors to invest in risky startups
The document discusses exit strategies for investors and entrepreneurs. It notes that exit strategies matter to entrepreneurs seeking a return on their work, management teams looking for the future of the company, and investors wanting a return. There are different types of exit strategies like debt liquidity through loans or equity liquidity through IPOs, mergers and acquisitions, buyouts, or becoming a cash flow business. The best exit strategy depends on matching the type of business and market conditions. Planning for different pathways is important but plans may change, so open communication between founders and investors is key.
This document provides an overview of different forms of private equity funding. It discusses why companies need funds and when equity financing is preferred over debt. It then describes various forms of private equity including angel investors, venture capital, growth-stage private equity, buyout funds, and mezzanine debt. The document reviews recent trends in private equity deals and sectors. It also outlines the general private equity investment process, valuation methods, deal structures, exit options, and considerations for private equity funding. In the conclusion, it notes that private equity is operating in a challenging environment with a large pipeline of future exits.
Karoll Financial Group offers investment opportunities in Emerging Europe through various funds and strategies. Their Emerging Europe Opportunities strategy invests across stock markets in Central and Eastern Europe, the Baltics, and Balkans with the goal of outperforming benchmarks. The strategy is managed by an experienced team based in Sofia with in-depth knowledge of local markets. Karoll Capital also offers a high-growth exporters strategy focused on small and mid-cap industrial, outsourcing, and ICT companies in Emerging Europe benefiting from low costs and skilled labor. They aim to overcome barriers global investors face in the region through analytical tools and on-the-ground research.
While IPOs provide an attractive headline story, strategic acquisitions are viewed as a more reliable exit strategy for private equity investments in Southeast Asia. Strategic buyers understand the industry well and see value in acquiring companies, making them easier to convince than seeking a single buyer. However, finding the right strategic fit can still be challenging. Management buyouts are also considered but come with difficulties in obtaining financing. Overall, private equity investors are advised to have multiple exit options in mind and ensure management teams are aligned on clear exit strategies when investing in the region.
Sovereign Development Funds - IFSWF - Kalytix Partners - 2014Peter Bruce-Clark
We had the pleasure of attending the annual International Forum of Sovereign Wealth Funds (IFSWF) last month, and providing our research and findings on the rise of sovereign development funds.
Venture capital equity funding explained - Paula Mariwala, Seed Fundtiemumbai
Know more about fund raising and the key parameters that an investors takes into consideration while investing his money and time into a business or entrepreneur as explained by Paula Mariwala - Partner Seed Fund
Venture capital is equity or equity-featured capital that seeks investments in new companies, products, processes or services that offer potential for high returns. Venture capital firms invest mostly in early stage companies focused on technology, biotech and cleantech. Venture capital acquires a minority stake, usually less than 50%, in companies. Private equity buys mature companies across all industries, acquiring 100% ownership. Private equity deals are larger, ranging from $100 million to $10 billion, compared to under $10 million for venture capital.
Private equity and venture capital fundsLinel Dias
Private equity fundraising involves private equity firms seeking capital from investors for their funds. Investors become limited partners in the funds and benefit from investments made using the capital in that specific fund. Private equity firms also invest in their own funds, typically 1-5% of the total capital. The time it takes to raise capital depends on market conditions and the firm's past performance. There are different types of private equity funds such as leveraged buyouts and venture capital. In India, major private equity firms include ICICI Ventures, UTI Ventures, and Carlyle. Venture capital is high-risk financing provided to new businesses in exchange for equity. Venture capital funds pool money from investors to invest in risky startups
The document discusses exit strategies for investors and entrepreneurs. It notes that exit strategies matter to entrepreneurs seeking a return on their work, management teams looking for the future of the company, and investors wanting a return. There are different types of exit strategies like debt liquidity through loans or equity liquidity through IPOs, mergers and acquisitions, buyouts, or becoming a cash flow business. The best exit strategy depends on matching the type of business and market conditions. Planning for different pathways is important but plans may change, so open communication between founders and investors is key.
This document provides an overview of different forms of private equity funding. It discusses why companies need funds and when equity financing is preferred over debt. It then describes various forms of private equity including angel investors, venture capital, growth-stage private equity, buyout funds, and mezzanine debt. The document reviews recent trends in private equity deals and sectors. It also outlines the general private equity investment process, valuation methods, deal structures, exit options, and considerations for private equity funding. In the conclusion, it notes that private equity is operating in a challenging environment with a large pipeline of future exits.
Karoll Financial Group offers investment opportunities in Emerging Europe through various funds and strategies. Their Emerging Europe Opportunities strategy invests across stock markets in Central and Eastern Europe, the Baltics, and Balkans with the goal of outperforming benchmarks. The strategy is managed by an experienced team based in Sofia with in-depth knowledge of local markets. Karoll Capital also offers a high-growth exporters strategy focused on small and mid-cap industrial, outsourcing, and ICT companies in Emerging Europe benefiting from low costs and skilled labor. They aim to overcome barriers global investors face in the region through analytical tools and on-the-ground research.
This document summarizes a research paper that examines how financing constraints affect corporate investment. It introduces the paper's hypothesis that if the cost of external financing is significant, firms' investment will be driven by cash flow fluctuations as retained earnings are a less costly source of funds. The document outlines the paper's theoretical background drawing from past research and models used. It provides high-level summaries of the paper's analysis of factors like information asymmetry and financing hierarchies on corporate investment decisions.
Workshop startup fundraising (herman kienhuis) at AntlerHerman Kienhuis
Herman Kienhuis gave a presentation on startup fundraising. He discussed why startups raise capital, how startup funding works through multiple rounds, sources of capital including venture capital and angel investors, what investors look for in potential investments, and how to find investors. The presentation covered best practices for fundraising such as researching investors, building relationships early, maintaining an organized data room, and stacking different sources of funding for validation and less dilution. Kienhuis then took questions from the audience.
HAHN ETF Managed Portfolios - An Introductionrobyn_gra
This document provides an overview of HAHN Investment Stewards, a global macro investment manager that utilizes ETFs. It discusses their experienced investment strategy committee, core and focus portfolio strategies, attractive long-term performance record utilizing downside protection, philosophy of taking a global thematic and opportunistic approach through pragmatic use of ETFs, risk-sensitive nature, tactical asset mix changes, ETF portfolio construction process, example of a moderate core portfolio, and communications including their website and thought leadership in the media.
HAHN ETF Managed Portfolios - An Introductionrobyn_gra
HAHN Investment Stewards is a global macro investment manager that has been managing global balanced portfolios exclusively using ETFs since 2001. They employ a thematic, opportunistic, and pragmatic approach, actively shifting exposures across asset types and geographies based on macroeconomic themes. The document provides an overview of HAHN's philosophy, experienced team, track record of outperformance with lower volatility, ETF selection and portfolio construction process, and methods of communicating with clients.
Watershed Capital Group is a specialty consulting firm that assists sustainable companies and fund managers. It helps clients raise capital, execute mergers and acquisitions, and evaluate strategic financial options. Watershed's clients include entrepreneurs, companies, and fund managers scaling sustainable solutions. The firm brings over 100 years of combined experience across multiple industries. Partners have expertise in sectors like renewable energy, agriculture, manufacturing, and environmental services. Watershed also maintains one of the broadest networks in sustainable investing through initiatives it has launched. The firm is committed to helping clients succeed and scaling the sustainable economy.
De Micco & Friends is an investment, consulting, and transactions firm that focuses on practical deals rather than just analysis. As investors, they finance their own projects and co-invest in capital market transactions. Their consulting focuses on developing and implementing specific transactions for clients. They offer opportunities for institutional and private investors to co-invest in their vetted late-stage projects and capital market deals.
Introduction to private equity & venture capitalist fundManish Poddar
Venture capital refers to investments made in startup companies and small businesses with growth potential. Venture capitalists provide funding to companies in exchange for equity and play an active role in monitoring and advising the companies. The document discusses various aspects of venture capital including the types of investors, stages of financing, activities of venture capitalists like investing, monitoring and exiting investments, and key terms in a term sheet like liquidation preferences and founders' shareholding. It provides an overview of how venture capital works and the roles and considerations of venture capitalists and the companies they fund.
Asset Management in Eastern Europe | Karoll Capital ManagementKaroll
Learn more about the asset management in Eastern Europe and the investment opportunities in Emerging Europe. Karoll Capital Management is one of the leading asset management companies in the region.
This document discusses UBS's strategic asset allocation (SAA) methodology and portfolios. It begins by defining SAAs as the backbone of long-term investment portfolios that structure assets across classes to match risk tolerance and objectives. It then describes the quantitative and qualitative process used to construct SAAs, which involves estimating long-term returns, volatility and correlations across asset classes based on historical data and expert opinions. Finally, it provides details on UBS's SAA construction approach, which aims to optimize risk-adjusted returns through international diversification across traditional liquid asset classes.
Asset Management in Eastern Europe | Karoll Capital ManagementKaroll
In this portfolio you can find detailed information about Karoll Capital Management history, key facts, investment strategy and key statistics for the investment processes and assets under management.
This presentation will discuss how taxation and income flow from a corporation to shareholders and government spending.
This presentation also deals with how profits flow into dividends as well as impact shareholder value. Shareholder value is key as it triggers the value of mutual funds and pensions funds.
Planning a Start-up? Our private equity investment PowerPoint presentation slide is just what you need. These equity-based crowdfunding PPT templates will fill the gap between the investors and your company. Download from here: https://www.slideteam.net/private-equity-investment-deck-powerpoint-presentation-slides.html
Corporate Venture Capital best practices from interviews and researchMark S. Brooks
Summary research from interviews with 13 CVCs to identify best practices in creating a corporate venture capital (CVC) unit or a corporate accelerator.
Key takeaways include having clear objectives, clear processes and structure, easy to measure metrics, having patience and board or executive support, and making contributions to select startups that go well beyond capital.
I hope you find it useful. Feel free to distribute further to others who might find value in it.
You can reach me at https://www.linkedin.com/in/markbrooks
This document discusses venture capital and provides information on:
- Venture capital refers to funds invested in startups and small businesses with high growth potential. It provides financial support to young companies.
- Venture capital is high-risk financing that involves participation in management and is typically provided to smaller, less mature companies working on new ideas.
- Venture capitalists bring both funding and expertise to companies. The funding process involves submitting a business plan and going through due diligence and negotiations.
- Different types of venture capital financing are discussed, as well as the registration process for venture capital funds in India.
This presentation provides an overview of venture capital, including what it is, its key features and advantages/disadvantages. It discusses the venture capital investment process and various methods of venture financing. It also outlines the major venture capital funds and players in India as well as the growth of the venture capital industry in the country.
Generating Impact Alpha: A Global Projects Center Conference - Stanford Unive...Peter Bruce-Clark
In April 2015, Stanford University's Global Projects Center held its first ever conference on investing for impact and investment innovation. The conference, which was called Generating Impact Alpha: Catalyzing Solutions to Global Problems Through Investment Innovation, brought together leading investors and philanthropists from a variety of different parts of the global investment chain to discuss how to generate long term financial and extra-financial out-performance - "Impact Alpha". Over two days, we heard from sovereign development funds, venture capitalists, family offices, alternative asset managers, et al. about their investment mandates, strategies and approaches to driving impact. Presentations were also given by select GPC staff on topics such as infrastructure investing, sustainability, community development and corporate venture capital, as well as many other topics.
This document contains presentations held at the event, along with additional readings that led to the development of the conference.
Venture capital involves providing funds to businesses that have long-term growth potential. Venture capital firms bring expertise, credibility, and assistance with exiting investments through means such as IPOs or acquisitions. A typical venture capital firm pools funds from limited partners and invests those funds across multiple startups to diversify risks. Qualified individuals can pursue careers in venture capital through various paths such as working in startups, consulting firms, investment banks, or directly at venture capital firms where they apply skills like industry expertise, deal sourcing, operational experience, and investor relations. The presentation provides an overview of the venture capital industry and career paths.
This document provides an overview and introduction to private equity. It begins with an introduction of the speaker and his background in private equity investments. It then defines private equity and discusses the two broad classes of buyouts and venture capital. Next, it provides an overview of the private equity market and landscape. It discusses fund structure and organization. Finally, it discusses various career options in private equity and provides a high-level question and answer agenda.
First Serve Asset Management is seeking investor interest in its new energy focused fund, First Serve Capital, LP. The fund will employ fundamental research to identify mispriced investment opportunities across the global energy sector. It will take both long and short positions in equities, options, commodities and futures. The portfolio manager has over 8 years of experience investing in energy and related sectors. Risk management practices are integrated, including daily monitoring and a maximum 50% short exposure.
Study on Mutual Fund is the Better Investment PlanProjects Kart
Mutual funds have become a hot favorite of millions of people all over the world. The driving force of mutual fund is the ‘safety of the principal’ guaranteed, plus the added advantage of capital appreciation together with the income earned in the form of interest or dividend. People prefer Mutual Funds to bank deposits, life insurance and even bond because with a little money, they can get into the investment game. One can own string blue chips like ITC, TISCO, Reliance etc., through mutual funds. Thus, mutual funds act as a gateway to enter into big companies hitherto inaccessible to an ordinary investor with his small investment.
This document summarizes a research paper that examines how financing constraints affect corporate investment. It introduces the paper's hypothesis that if the cost of external financing is significant, firms' investment will be driven by cash flow fluctuations as retained earnings are a less costly source of funds. The document outlines the paper's theoretical background drawing from past research and models used. It provides high-level summaries of the paper's analysis of factors like information asymmetry and financing hierarchies on corporate investment decisions.
Workshop startup fundraising (herman kienhuis) at AntlerHerman Kienhuis
Herman Kienhuis gave a presentation on startup fundraising. He discussed why startups raise capital, how startup funding works through multiple rounds, sources of capital including venture capital and angel investors, what investors look for in potential investments, and how to find investors. The presentation covered best practices for fundraising such as researching investors, building relationships early, maintaining an organized data room, and stacking different sources of funding for validation and less dilution. Kienhuis then took questions from the audience.
HAHN ETF Managed Portfolios - An Introductionrobyn_gra
This document provides an overview of HAHN Investment Stewards, a global macro investment manager that utilizes ETFs. It discusses their experienced investment strategy committee, core and focus portfolio strategies, attractive long-term performance record utilizing downside protection, philosophy of taking a global thematic and opportunistic approach through pragmatic use of ETFs, risk-sensitive nature, tactical asset mix changes, ETF portfolio construction process, example of a moderate core portfolio, and communications including their website and thought leadership in the media.
HAHN ETF Managed Portfolios - An Introductionrobyn_gra
HAHN Investment Stewards is a global macro investment manager that has been managing global balanced portfolios exclusively using ETFs since 2001. They employ a thematic, opportunistic, and pragmatic approach, actively shifting exposures across asset types and geographies based on macroeconomic themes. The document provides an overview of HAHN's philosophy, experienced team, track record of outperformance with lower volatility, ETF selection and portfolio construction process, and methods of communicating with clients.
Watershed Capital Group is a specialty consulting firm that assists sustainable companies and fund managers. It helps clients raise capital, execute mergers and acquisitions, and evaluate strategic financial options. Watershed's clients include entrepreneurs, companies, and fund managers scaling sustainable solutions. The firm brings over 100 years of combined experience across multiple industries. Partners have expertise in sectors like renewable energy, agriculture, manufacturing, and environmental services. Watershed also maintains one of the broadest networks in sustainable investing through initiatives it has launched. The firm is committed to helping clients succeed and scaling the sustainable economy.
De Micco & Friends is an investment, consulting, and transactions firm that focuses on practical deals rather than just analysis. As investors, they finance their own projects and co-invest in capital market transactions. Their consulting focuses on developing and implementing specific transactions for clients. They offer opportunities for institutional and private investors to co-invest in their vetted late-stage projects and capital market deals.
Introduction to private equity & venture capitalist fundManish Poddar
Venture capital refers to investments made in startup companies and small businesses with growth potential. Venture capitalists provide funding to companies in exchange for equity and play an active role in monitoring and advising the companies. The document discusses various aspects of venture capital including the types of investors, stages of financing, activities of venture capitalists like investing, monitoring and exiting investments, and key terms in a term sheet like liquidation preferences and founders' shareholding. It provides an overview of how venture capital works and the roles and considerations of venture capitalists and the companies they fund.
Asset Management in Eastern Europe | Karoll Capital ManagementKaroll
Learn more about the asset management in Eastern Europe and the investment opportunities in Emerging Europe. Karoll Capital Management is one of the leading asset management companies in the region.
This document discusses UBS's strategic asset allocation (SAA) methodology and portfolios. It begins by defining SAAs as the backbone of long-term investment portfolios that structure assets across classes to match risk tolerance and objectives. It then describes the quantitative and qualitative process used to construct SAAs, which involves estimating long-term returns, volatility and correlations across asset classes based on historical data and expert opinions. Finally, it provides details on UBS's SAA construction approach, which aims to optimize risk-adjusted returns through international diversification across traditional liquid asset classes.
Asset Management in Eastern Europe | Karoll Capital ManagementKaroll
In this portfolio you can find detailed information about Karoll Capital Management history, key facts, investment strategy and key statistics for the investment processes and assets under management.
This presentation will discuss how taxation and income flow from a corporation to shareholders and government spending.
This presentation also deals with how profits flow into dividends as well as impact shareholder value. Shareholder value is key as it triggers the value of mutual funds and pensions funds.
Planning a Start-up? Our private equity investment PowerPoint presentation slide is just what you need. These equity-based crowdfunding PPT templates will fill the gap between the investors and your company. Download from here: https://www.slideteam.net/private-equity-investment-deck-powerpoint-presentation-slides.html
Corporate Venture Capital best practices from interviews and researchMark S. Brooks
Summary research from interviews with 13 CVCs to identify best practices in creating a corporate venture capital (CVC) unit or a corporate accelerator.
Key takeaways include having clear objectives, clear processes and structure, easy to measure metrics, having patience and board or executive support, and making contributions to select startups that go well beyond capital.
I hope you find it useful. Feel free to distribute further to others who might find value in it.
You can reach me at https://www.linkedin.com/in/markbrooks
This document discusses venture capital and provides information on:
- Venture capital refers to funds invested in startups and small businesses with high growth potential. It provides financial support to young companies.
- Venture capital is high-risk financing that involves participation in management and is typically provided to smaller, less mature companies working on new ideas.
- Venture capitalists bring both funding and expertise to companies. The funding process involves submitting a business plan and going through due diligence and negotiations.
- Different types of venture capital financing are discussed, as well as the registration process for venture capital funds in India.
This presentation provides an overview of venture capital, including what it is, its key features and advantages/disadvantages. It discusses the venture capital investment process and various methods of venture financing. It also outlines the major venture capital funds and players in India as well as the growth of the venture capital industry in the country.
Generating Impact Alpha: A Global Projects Center Conference - Stanford Unive...Peter Bruce-Clark
In April 2015, Stanford University's Global Projects Center held its first ever conference on investing for impact and investment innovation. The conference, which was called Generating Impact Alpha: Catalyzing Solutions to Global Problems Through Investment Innovation, brought together leading investors and philanthropists from a variety of different parts of the global investment chain to discuss how to generate long term financial and extra-financial out-performance - "Impact Alpha". Over two days, we heard from sovereign development funds, venture capitalists, family offices, alternative asset managers, et al. about their investment mandates, strategies and approaches to driving impact. Presentations were also given by select GPC staff on topics such as infrastructure investing, sustainability, community development and corporate venture capital, as well as many other topics.
This document contains presentations held at the event, along with additional readings that led to the development of the conference.
Venture capital involves providing funds to businesses that have long-term growth potential. Venture capital firms bring expertise, credibility, and assistance with exiting investments through means such as IPOs or acquisitions. A typical venture capital firm pools funds from limited partners and invests those funds across multiple startups to diversify risks. Qualified individuals can pursue careers in venture capital through various paths such as working in startups, consulting firms, investment banks, or directly at venture capital firms where they apply skills like industry expertise, deal sourcing, operational experience, and investor relations. The presentation provides an overview of the venture capital industry and career paths.
This document provides an overview and introduction to private equity. It begins with an introduction of the speaker and his background in private equity investments. It then defines private equity and discusses the two broad classes of buyouts and venture capital. Next, it provides an overview of the private equity market and landscape. It discusses fund structure and organization. Finally, it discusses various career options in private equity and provides a high-level question and answer agenda.
First Serve Asset Management is seeking investor interest in its new energy focused fund, First Serve Capital, LP. The fund will employ fundamental research to identify mispriced investment opportunities across the global energy sector. It will take both long and short positions in equities, options, commodities and futures. The portfolio manager has over 8 years of experience investing in energy and related sectors. Risk management practices are integrated, including daily monitoring and a maximum 50% short exposure.
Study on Mutual Fund is the Better Investment PlanProjects Kart
Mutual funds have become a hot favorite of millions of people all over the world. The driving force of mutual fund is the ‘safety of the principal’ guaranteed, plus the added advantage of capital appreciation together with the income earned in the form of interest or dividend. People prefer Mutual Funds to bank deposits, life insurance and even bond because with a little money, they can get into the investment game. One can own string blue chips like ITC, TISCO, Reliance etc., through mutual funds. Thus, mutual funds act as a gateway to enter into big companies hitherto inaccessible to an ordinary investor with his small investment.
Investment and Advice Services for Not-for-Profit OrganisationsChad Brendish
This document provides an overview of Morgan Stanley Wealth Management's investment and advisory services for not-for-profit organizations. It discusses building foundations for success through professional investment management, outlines their disciplined advice and robust investment processes, and describes their capabilities in sustainable investing, governance, reporting, and outsourced expertise to support not-for-profit clients.
This document is a project report submitted to Marwadi Education Foundation's Group of Institutions in partial fulfillment of an MBA degree. The report examines investor awareness and perception of Reliance Mutual Fund, specifically regarding SIP and STP plans. It includes an introduction to mutual funds and Reliance Mutual Fund, a literature review, research objectives and methodology, findings from surveys conducted, and recommendations. The report was submitted by Zinkal M Sheta and guided by faculty members Pratik Joshi and Mohit Arora.
The SF portfolio of funds provides investors with three funds of funds (SF Cautious, Positive, and Adventurous) that cater to different risk tolerances. The funds invest in a variety of underlying funds across asset classes and geographies to diversify risk. Performance has weathered market volatility since 2008 due to attention to downside risk, quality fund selection, and taking advantage of opportunities. The funds aim to outperform over the long-term by investing in undervalued assets rather than chasing short-term momentum. Research involves scrutinizing funds and understanding their strategies and economic backdrops. The funds are suitable for medium to long-term investors comfortable with some volatility.
This document describes Model Wealth Portfolios (MWP) which provide clients of LPL advisors access to investment strategies from Dimensional Fund Advisors (DFA). MWP leverage DFA's academic research-driven approach to constructing diversified portfolios across asset classes. LPL Research constructed five Dimension Models (1-3 ranging from conservative to aggressive, plus Sustainable and Tax-Aware Models) that incorporate DFA funds. The models provide global diversification and exposure to value and small-cap securities to pursue the premiums associated with those factors. Ongoing management by LPL Research seeks to maintain the intended risk profile of each model.
Asset management companies invest client funds in securities that match declared objectives. They provide diversification and investing options beyond what individual investors could achieve alone. Major asset managers include State Street Global Advisers and BlackRock. They earn fees by managing mutual funds, pensions, and other investment vehicles. Training from Saunders Learning Group covers topics like asset allocation, alternative investments, and hedging strategies relevant for financial professionals in the industry.
How Investment Analysis & Portfolio Management greatly focuses on portfolio c...QUESTJOURNAL
Abstract: Portfolio Construction is a capstone elective that draws on previously studied investment principles, theories and techniques. Its enable synthesize that acquired financial theories and knowledge in the context of portfolio construction and asset allocation. It focuses on gaps in theory and how they can be managed in practice.
This document provides a summary of a study on portfolio management at Motilal Oswal Financial Services Ltd. It includes an introduction, objectives, methodology, limitations and outlines of various chapters. The chapters will cover topics like literature review on portfolio theory developed by Harry Markowitz and others, company and industry profiles, theoretical analysis of portfolio management, findings, conclusions and suggestions. It will also include examples of different portfolio compositions. The objective is to understand how to effectively construct a portfolio and help investors select securities.
A project report on awareness of mutual funds 1Nirali Nayi
This document is a project report submitted by Swati M. Suthar and Nirali D. Nayi for their Advance Diploma in Banking and Insurance at S.K. College of Business Management, HNGU, Patan. The report is about creating awareness of mutual funds and was conducted under the guidance of their faculty member Mr. Nisarg Khamar. It includes a certificate from their guide, preface, acknowledgements, executive summary, and the beginning of the introduction chapter which provides an overview of what a mutual fund is.
Mutual fund is the better investment planProjects Kart
Mutual funds provide several benefits over other investment options such as banks deposits and stocks. They allow small investors to access a diversified portfolio of securities for a low cost. Mutual funds provide professional management, risk reduction through diversification, liquidity, and convenience. However, investors have little control over costs and cannot create tailored portfolios. The study aims to help new investors understand how to evaluate the risk and return of mutual funds and select appropriate schemes given the current economic environment of falling interest rates and volatile stock markets.
Mutual funds offer investors diversification, professional management, and low costs. A mutual fund pools money from many investors and invests it in a portfolio of securities like stocks and bonds. The three main types of mutual funds are stock funds, bond funds, and money market funds, which invest in those asset classes. Stock funds have higher risk but also higher potential returns over the long run, while money market funds have very low risk but also lower returns. Bond funds provide regular income and are less volatile than stock funds but have more risk than money market funds. Mutual funds provide investors easy access to a diversified portfolio managed by professionals that would be difficult and costly to assemble individually.
This document summarizes the Fundsupermart.com Recommended Unit Trust Awards 2015. It lists the winning funds in various categories including core equity, bond, and balanced funds. Core equity funds were awarded for global, developed markets, emerging markets, Asia ex-Japan, and Malaysia equity exposures. Bond funds were awarded for short duration Malaysia, Malaysia, and Islamic bond funds. Balanced funds were awarded for Asia ex-Japan, Malaysia, and Islamic balanced funds. Supplementary awards included funds focused on Greater China, Europe, US, global resources, Asia ex-Japan small-mid cap, and bond funds focused on Asia ex-Japan, emerging markets, and global bonds. The event highlights top performing funds based on both quantitative and
Hedge funds are investment vehicles that use diverse strategies to generate returns for institutional investors such as pension funds and university endowments. While they represent a relatively small part of the global financial system, hedge funds provide important benefits like diversification and risk management. The document discusses what hedge funds are, who invests in them, how they invest, their performance benefits, and why they do not pose systemic risks.
The document discusses different investment structures available to Australian investors, including managed funds, listed investment companies (LICs), exchange traded funds (ETFs), separately managed accounts (SMAs), and individually managed accounts (IMAs). It provides an overview of the key characteristics, advantages, and challenges of each structure. Managed funds are the most popular but have tax and liquidity disadvantages. LICs provide income benefits but limited liquidity. ETFs offer low costs but limited customization. The appropriate structure depends on an investor's objectives, tax situation, and liquidity needs.
Hedge funds are investment vehicles that employ various strategies to generate returns while minimizing risk. They are typically open to accredited investors like pensions, endowments, and high-net-worth individuals. Hedge funds invest globally across a wide range of assets and use diversification and unique strategies like long/short equity and global macro to deliver returns. They are regulated entities that provide important benefits like stronger retirements and funding for colleges and communities.
B-Crown Advisors is an independent structured and corporate financial advisory firm founded by the former Royal Park Investments team. They provide advisory services in alternative finance, portfolio advisory, and debt restructuring. Their services include alternative funding sourcing, debt securitization, balance sheet management, portfolio monitoring and valuation, and litigation support. They aim to provide objective, independent, and tailored advice to their clients.
48407540 project-report-on-portfolio-management-mgt-727 (1)Ritesh Kumar Patro
This document provides an overview of portfolio management. It discusses key concepts like portfolio construction, types of assets, and the portfolio management process. The main points are:
1) Portfolio construction involves setting objectives, defining a policy, applying a strategy, selecting assets, and assessing performance. The main asset classes are cash, bonds, equities, derivatives, and property.
2) Portfolio management deals with security analysis, portfolio analysis, selection, revision, and evaluation. The goal is to maximize returns for a given level of risk through diversification.
3) Derivatives like futures and options derive their value from underlying assets and allow investors to take long or short positions to profit from price movements.
48407540 project-report-on-portfolio-management-mgt-727 (1)Ritesh Patro
This document provides an overview of portfolio management. It begins with an introduction that defines portfolio management and discusses its key aspects like security analysis, portfolio construction, selection, and evaluation. It then discusses the steps in portfolio construction, including setting objectives, defining an investment policy, and applying a portfolio strategy. The next sections cover topics like types of assets, phases of portfolio management, and security and portfolio analysis. It concludes with a discussion of portfolio selection, revision, and evaluation. The overall summary emphasizes that portfolio management aims to maximize returns for a given risk level through diversification and balancing different asset classes.
Similar to 13 hartford funds a different perspective (20)
The document discusses the potential impact of rising interest rates on equity markets based on past rate hiking cycles and the current economic environment. It finds that the overall effect on stocks is modest when inflation is low and rate increases are gradual. However, certain sectors like utilities and REITs that are sensitive to rate changes may underperform. The pace of rate hikes and communication from the Fed will be important in determining the market response in the current cycle.
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3. Hartford Funds offers a different investment
perspective through our world-class
sub-adviser, Wellington Management—
a firm that distinguishes itself through
global collaboration, specialized research,
a private partnership structure, and
expertise managing nearly every asset
class and investment approach.
POWERFUL COMBINATION
2
Wellington Management Company LLP is a SEC-registered investment adviser and an independent and unaffiliated sub-adviser to Hartford Funds.
4. Our clients entrust
Hartford Funds to
provide investment
expertise in all market
cycles through a
world-class money
manager.
—Chris Swift, CEO,
The Hartford
“
”
3
5. 9
Global Collaboration: Every day, more than 591 investment professionals located
around the world debate and refine ideas in a collaborative environment.
Specialized Research: Proprietary research by investment professionals who
have specialized expertise across sectors, industries, and geographies leads to
a better understanding of both opportunities and risks.
Private Partnership: The firm’s private partnership structure aligns its interests
more closely with its clients, and helps it attract and retain world-class talent.
4
Tracing its roots to 1928 with the creation of the first balanced fund, Wellington
Management is currently one of the largest and most respected independent
investment managers in the world.
The firm focuses on doing one thing well: managing assets for institutions located
around the world. Their different perspective is driven by:
WELLINGTON MANAGEMENT:
A WORLD CLASS SUB-ADVISER
Assets Under Management (billions)
$405 $147
Fixed Income Equities Multi-Strategyas of 6/30/15
$384
$936B
TOTAL
6. These words are used each day to introduce Wellington Management’s Morning
Meeting, which is led from the firm’s Boston headquarters and its offices around
the globe. A decades-old tradition, the Morning Meeting allows investment
professionals representing multiple areas of expertise to examine, debate, and
exchange ideas.
The Morning Meeting embodies the spirit of what sets Wellington Management
apart: a global, collaborative culture built on the free exchange of ideas. It also
showcases the firm’s specialized research, which is essential to an in-depth
understanding of investment opportunities and risks.
GOOD MORNING BOSTON.
GOOD AFTERNOON LONDON.
GOOD EVENING ASIA.
5
Global Collaboration
Marketplace
of Ideas
Expertise in Many Research Disciplines
Specialization leads to expertise, and
diversity of perspective is the antidote
for growing complexity in the capital
markets. Wellington Management’s
investment professionals have access to
a wide array of specialists who provide
independent thinking that’s different
from Wall Street’s.
7. We structure our entire organization to facilitate the
open exchange of ideas, because we believe that is how
the best investment thinking is forged.
— Steve Klar
Director of Fixed Income
Wellington Management
6
8. Wellington Management is known for their specialized research, and how investment
teams leverage central research to complement their own investment ideas.
Core beliefs include:
■ Investment success is the result of in-depth industry, sector, asset class and/or
regional knowledge;
■ Experience is essential for consistent performance;
■ Independent thinking leads to undiscovered opportunities;
■ Collaboration drives more informed decision making.
Specialized investors collaborate to share their ideas resulting in original,
multi-dimensional research.
DEPTH AND BREADTH OF RESEARCH
Specialized Research
Central Research
56 20 11 Global Industry Analysis
11 19 9 Quantitative Analysis
3 23 10 Global Derivatives
6 19 13 Global Macroanalysis
4 23 11 Technical Analysis
12 18 11 Portfolio Coordinators
54 20 11 Equity and Fixed Income Traders
33 23 12 Management
44 7 5 Research Associates
Fixed Income
57 20 11 Portfolio Management
10 17 8 Fixed Income Strategists
40 19 7 Credit Analysis
11 21 9 Quantitative Analysis
31 17 7 Product Management
26 9 5 Portfolio Analysis
Equities
51 25 16 Portfolio Management
61 15 8 Research Analysis
30 19 7 Product Management
Multi-Strategy
14 21 11
Asset Allocation
Portfolio Management
23 14 6 Asset Allocation Analysis
14 15 7 Product Management
Wellington Management Investment Professionals (as of 3/31/15)
■ Number of Professionals
■ Average Years of Experience
■ Years With Wellington Management
7
9. We strive for early anticipation of change...if you arrive at
your conclusions at the same time as everyone else, you
don’t make any money. This forces us to be independent
of Wall Street’s research and its propensity for consensus
thinking. — Phil Perelmuter
Director of Research
Wellington Management
8
10. Research
Analyst
Junior Research
Analyst
Portfolio
Managers
Partner
STRUCTURED FOR STRENGTH
Traditional Investment
Firm Structure
De-Emphasizes Research
Career Path
The difference between good investment firms and great ones comes down to
people. Wellington Management’s private partnership structure allows the firm to
attract and retain some of the best talent in the investment industry. Many people who
could choose to work wherever they want choose Wellington Management.
For example, let’s look at how the firm views the critical role of research analyst.
While many firms view this role as a stepping stone to becoming a portfolio manager,
Wellington Management encourages people who are passionate about research to
spend their entire careers in this role if that’s their primary area of interest. In fact, a
significant portion of the firm's partners are career analysts. This structure allows the
firm’s brightest research talent to get rewarded for doing what they love—and the end
result is better research for clients.
Partner
Portf
olio
Managers
CareerRese
arch
Analyst
s
Other Talented
Professionals
Wellington Management’s Structure
Encourages Deeper Research
9
Private Partnership
11. 10
Passionate People Make the Difference
Seventeen years ago, Dr. Bob Deresiewicz worked as a physician
and research scientist at a hospital in Boston; he was also an
assistant professor at Harvard Medical School.
While Dr. Deresiewicz loved medicine, he also had a keen interest
in investing, which led him to pursue a degree at Harvard Business
School.
Dr. Deresiewicz is now putting his passion for business and
medicine to good use at Wellington Management, where he is
a senior managing director of the firm, a global industry
analyst, and a portfolio manager for Hartford Healthcare Fund.
12. A TRUSTED GLOBAL MANAGER
Clients around the globe trust the global collaboration, specialized research, and
private partnership that Wellington Management brings to managing assets.
11
12 Offices Worldwide
2,100+ Clients based in 50+ Countries
200+ Investment Approaches
210,000+ Securities in Global Securities Universe
As of 3/31/15.
222public funds
clients,
including British Columbia
Investment Management
Company, Oklahoma
Teachers Retirement
System, State of Oregon,
and Treasurer of the State
of North Carolina
350corporate
retirement
plan clients, including
General Mills, Merck &
Company, Dow Chemical,
and Textron
614endowment and
foundation
clients, including Chicago
Symphony Orchestra,
Massachusetts Institute of
Technology, University of
Michigan, and US Olympic
Endowment
† As of 12/31/14. Clients on this list were selected based on client type, account size, and/or other non-performance based criteria to show a list of Wellington
Management’s representative clients. This list does not represent an endorsement of Wellington Management or its services.
Client list† includes more than:
13. 12
ALL-AROUND
ADVANTAGE
Hartford Funds takes full
advantage of Wellington
Management’s differentiated
perspectives in fixed-income,
equities, multi-strategy, and
alternative investments.
14. Collaboration in Action
During a meeting with senior management of an airline company, a
Wellington Management global industry analyst learned that the airline
would no longer be flying into and out of a particular airport.
The analyst immediately realized this would have implications for
fixed-income portfolios. Airports are typically financed by issuing
municipal bonds, so if an airline pulls out of an airport, it may lose revenue,
making it more difficult for the airport to repay its municipal bondholders.
The analyst immediately shared this insight with Wellington Management’s
municipal bond team—insight that the team may not have discovered on its
own because often times companies provide different types of information
when they meet with equity and fixed-income analysts.
13
15. With $384 billion in fixed-income assets under management, Wellington
Management is a market leader in the fixed-income arena (as of 3/31/15).
Strengths include:
■ Fixed-income, equity, and asset-allocation capabilities under one roof —
An integrated approach to research promotes a deeper understanding of issuers’
capital structures and enhances investment decision-making.
■ Holistic risk management — Quantitative tools and qualitative judgment
are combined to balance upside potential with downside risk, supporting
consistency of performance.
■ Cutting-edge technology — Investment decision-making is bolstered by
sophisticated proprietary tools for building portfolios, managing risk, and
assessing liquidity.
FIXED-INCOME CAPABILITIES
A Full Array of Capabilities
The world of fixed-income
investing keeps getting more
global and more complex. That’s
why Wellington Management has
large and growing teams of
investors in financial centers
around the globe; why they have
broad-market portfolio managers,
sector experts, and multiple
research disciplines within fixed
income.
14
Global Broad Markets
US Broad Markets
Short Duration
Balanced
Financial Reserves
Fundamental Research
and Analysis
Broad Market
Global Credit
Mortgage
Structured
US Corporate
High Yield
Emerging
Municipal
Inflation-Linked
Sector
16. FIXED-INCOME FUNDS
Fund Symbols A-Share
Hartford Funds A C I R3 R4 R5 R6 Y Inception Date
Duration-Hedged Strategic Inc. HABEX HABGX HABHX HABJX HABKX HABLX HABIX
Emerging Markets Local Debt HLDAX HLDCX HLDIX HLDRX HLDSX HLDTX HLDYX
Floating Rate HFLAX HFLCX HFLIX HFLRX HFLSX HFLTX HFLYX
Floating Rate High Income HFHAX HFHCX HFHIX HFHRX HFHSX HFHTX HFHYX
High Yield HAHAX HAHCX HAHIX HAHRX HAHSX HAHTX HAHYX
Inflation Plus HIPAX HIPCX HIPIX HIPRX HIPSX HIPTX HIPYX
Municipal Income HMKAX HMKCX HMKIX
Municipal Opportunities HHMAX HHMCX HHMIX
Municipal Real Return HTNAX HTNCX HTNIX HTNYX
Municipal Short Duration HMJAX HMJCX HMJIX
Quality Bond HQBAX HQBCX HQBIX HQBRX HQBSX HQBTX HQBYX
Short Duration HSDAX HSDCX HSDIX HSDRX HSDSX HSDTX HSDYX
Strategic Income HSNAX HSNCX HSNIX HSNRX HSNSX HSNTX HSNVX HSNYX
Total Return Bond ITBAX HABCX ITBIX ITBRX ITBUX ITBTX ITBVX HABYX
Unconstrained Bond HTIAX HTICX HTIIX HTIRX HTISX HTITX HTIYX
World Bond HWDAX HWDCX HWDIX HWDRX HWDSX HWDTX HWDVX HWDYX
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The investment return and principal value of an
investment will fluctuate so that an investor’s shares may be worth more or less than their original cost when
redeemed. Current performance may be lower or higher than the performance data quoted. For more current
performance information to the most recent month-ended, please visit hartfordfunds.com.
A Word About Risk: All investments are subject to risk, including the possible loss of principal. Fixed-income
securities are subject to interest-rate risk (the risk that the value of an investment decreases when interest rates
rise), credit risk (the risk that the issuing company of a security is unable to pay interest and principal when due),
liquidity risk (the risk that an investment may be difficult to sell at an advantageous time or price), and call risk (the
risk that an investment may be redeemed early). High-yield securities (“junk bonds”) involve additional risks. Foreign
investments can be riskier than U.S. investments. These risks may be greater in emerging markets. Sovereign debt
investments are subject to credit risk and the risk of default.
*Class A shares of Duration-Hedged Strategic Income, Emerging Markets Local Debt, High Yield, Inflation Plus,
Municipal Opportunities, Municipal Real Return, Quality Bond, Strategic Income, Total Return Bond, Unconstrained
Bond, and World Bond reflect a maximum 4.5% sales charge; Class A shares of Floating Rate and Floating Rate High
Income reflect a maximum 3.0% sales charge and Class A shares of Short Duration reflect a maximum 2.0% sales
charge. Please see a prospectus for more information about sales charges.
SI = Since inception. Since Inception Performance for Municipal Real Return is as of 6/2/1986; performance prior to
the A-Share inception date reflects Class E (no longer available).
15
11/29/2013
05/31/2011
04/29/2005
09/30/2011
09/30/1998
10/31/2002
05/29/2015
05/31/2007
02/19/2002
05/29/2015
11/30/2012
10/31/2002
05/31/2007
07/22/1996
10/31/2002
05/31/2011
17. A-Share Average Annual Total Returns (%)
Without Sales Charge With Maximum Sales Charge* A-Share Expenses
YTD 1 YR 3 YR 5 YR 10 YR SI 1 YR 5 YR 10 YR SI Gross Net
Expenses
All Funds: Expense ratios are as shown in the most recent prospectus. Net expenses reflect contractual expense
reimbursements in instances when these reductions reduce the fund's gross expenses. Contractual reimbursements
remain in effect until February 29, 2016 and automatically renew for one-year terms unless terminated.
For Emerging Markets Local Debt: Certain contractual reimbursements remain in effect until February 29, 2016. Other
contractual reimbursements remain in effect until February 29, 2016 and automatically renew for one-year terms
unless terminated.
For Global Real Asset (see page 23): A contractual management fee waiver of 0.15% and a contractual expense
reimbursement remain in effect until October 31, 2015. Other contractual reimbursements remain in effect until
February 29, 2016 and automatically renew for one-year terms unless terminated.
16
-0.45 -5.42 --- --- --- -0.51 -9.68 --- --- -3.37 2.40% 1.15%
-3.79 -14.49 -1.74 --- --- -2.02 -18.34 --- --- -3.12 1.47% 1.25%
2.67 0.31 3.90 5.06 3.85 3.89 -2.70 4.42 3.54 3.58 0.96% 0.96%
2.76 -0.97 4.70 --- --- 6.06 -3.94 --- --- 5.20 1.12% 1.07%
2.27 -0.77 5.73 7.46 6.49 5.74 -5.24 6.48 6.00 5.45 1.14% 1.05%
0.38 -2.75 -2.02 2.25 3.57 4.31 -7.12 1.31 3.09 3.93 0.92% 0.85%
--- --- --- --- --- -0.61 --- --- --- -5.08 0.76% 0.69%
0.00 2.96 3.03 4.63 --- 2.52 -1.67 3.67 --- 1.94 0.70% 0.69%
0.16 -0.88 1.68 3.16 1.91 4.96 -5.34 2.21 1.45 4.79 0.75% 0.69%
--- --- --- --- --- -0.07 --- --- --- -4.56 0.76% 0.69%
-0.42 1.51 --- --- --- 1.43 -3.06 --- --- -0.36 1.26% 0.95%
1.11 0.74 1.78 2.23 2.80 2.81 -1.28 1.82 2.60 2.64 0.91% 0.85%
-0.30 -3.20 3.09 5.12 --- 4.40 -7.56 4.16 --- 3.80 1.01% 0.95%
-0.53 0.16 2.16 3.50 3.67 5.21 -4.35 2.55 3.19 4.95 0.88% 0.87%
-0.33 -1.62 1.04 3.64 3.72 4.45 -6.05 2.69 3.25 4.07 1.17% 0.99%
-0.32 -0.05 2.33 --- --- 3.55 -4.55 --- --- 2.39 1.02% 1.02%
as of 6/30/15
18. Equity portfolio managers apply disciplined and research-intensive processes to:
■ Evaluate potential opportunities based a range of inputs including the opinions,
recommendations, and models of analysts across the firm
■ Understand global trends and outlooks for specific securities, industries, and
markets
■ Construct portfolios with a focus on both return and risk to help clients achieve
their goals
EQUITY CAPABILITIES
Global Industry Analysts
Broad
Equity
Capabilities
GrowthMulti-Cap
Core Value
Mid
Cap
Small
Cap
Insights From Specialists
Portfolio managers draw on
the expertise of investment
professionals who specialize
in different investment styles,
market caps, geographies,
industries, and more.
17
19. Specialized Research in Action
When a natural disaster took a toll on an oil company, many investors sold their
holdings. But a Wellington Management global industry analyst with 25 years of
experience saw something different: opportunity.
Careful analysis showed that the company’s balance sheet was solid. Their
return on equity was strong at nearly 20%, and their new well production
pipeline was robust.
The analyst shared his research at Wellington Management’s Morning Meeting.
These insights helped an equity portfolio manager look beyond the short-term
factors driving the share price down, so he could see the compelling longer-
term risk/reward profile of this high-quality company.
18
20. EQUITY FUNDS
Fund Symbols A-Share
Hartford Funds A C I R3 R4 R5 R6 Y Inception Date
Capital Appreciation ITHAX HCACX ITHIX ITHRX ITHSX ITHTX ITHVX HCAYX
Core Equity1
HAIAX HGICX HGIIX HGIRX HGISX HGITX HAITX HGIYX
Dividend and Growth IHGIX HDGCX HDGIX HDGRX HDGSX HDGTX HDGVX HDGYX
Emerging Markets Equity2
HERAX HERCX HERIX HERRX HERSX HERTX HERYX
Equity Income HQIAX HQICX HQIIX HQIRX HQISX HQITX HQIVX HQIYX
Global Capital Appreciation HCTAX HFCCX HCTIX HCTRX HCTSX HCTTX HCTYX
Global Equity Income3
HLEAX HLECX HLEJX HLERX HLESX HLETX HLEYX
Growth Opportunities HGOAX HGOCX HGOIX HGORX HGOSX HGOTX HGOVX HGOYX
Healthcare HGHAX HGHCX HGHIX HGHRX HGHSX HGHTX HGHYX
International Capital Appreciation HDVAX HDVCX HDVIX HDVRX HDVSX HDVTX HDVYX
International Growth HNCAX HNCCX HNCJX HNCRX HNCSX HNCTX HNCYX
International Opportunities IHOAX HIOCX IHOIX IHORX IHOSX IHOTX IHOVX HAOYX
International Small Company HNSAX HNSCX HNSJX HNSRX HNSSX HNSTX HNSYX
International Value4
HILAX HILCX HILIX HILRX HILSX HILTX HILYX
MidCap HFMCX HMDCX HFMIX HFMRX HFMSX HFMTX HFMVX HMDYX
MidCap Value HMVAX HMVCX HMVJX HMVRX HMVSX HMVTX HMVYX
Small Cap Core5
HSMAX HTSCX HSEIX HSMRX HSMSX HSMTX HSMYX
Small Company IHSAX HSMCX IHSIX IHSRX IHSSX IHSUX IHSVX HSCYX
SmallCap Growth6
HSLAX HSLCX HSLIX HSLRX HSLSX HSLTX HSLVX HSLYX
Value Opportunities HVOAX HVOCX HVOIX HVORX HVOSX HVOTX HVOYX
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The investment return and principal value of an
investment will fluctuate so that an investor’s shares may be worth more or less than their original cost when
redeemed. Current performance may be lower or higher than the performance data quoted. For more current
performance information to the most recent month-ended, please visit hartfordfunds.com.
A Word About Risk: All investments are subject to risk, including the possible loss of principal. Small- and mid-cap
stocks are subject to greater risk and volatility. Foreign investments can be riskier than U.S investments. These risks
may be greater in emerging markets.
*Class A shares of the Funds above reflect a maximum 5.5% sales charge.
19
07/22/1996
04/30/1998
07/22/1996
05/31/2011
08/28/2003
04/29/2005
02/29/2008
02/19/2002
05/01/2000
06/30/2008
04/30/2001
07/22/1996
04/30/2001
05/28/2010
12/31/1997
04/30/2001
01/01/2005
07/22/1996
02/19/2002
02/19/2002
21. A-Share Average Annual Total Returns (%)
Without Sales Charge With Maximum Sales Charge* A-Share Expenses
YTD 1 YR 3 YR 5 YR 10 YR SI 1 YR 5 YR 10 YR SI Gross Net
SI = Since Inception. Since Inception Performance for Growth Opportunities is as of 3/31/1963; performance prior to
the A-Share inception date reflects Class L (no longer available). Since Inception Performance for SmallCap Growth is
as of 1/4/1988; performance prior to the A-Share inception date reflects Class L (no longer available). Since Inception
Performance for Value Opportunities is as of 1/2/1996; performance prior to the A-Share inception date reflects Class
L (no longer available).
1
Prior to 3/31/2015, the Fund’s name was Hartford Disciplined Equity.
2
Prior to 5/29/2015, the Fund’s name was Hartford Emerging Markets Research.
3
On 5/30/2014, the Fund’s Principal Investment Strategy, Objective, and Portfolio Management Team changed to reflect a focus on income-generating investments.
4
Hartford International Value Fund closed to new investors effective as of the close of business on 11/28/2014. Please see the Fund’s prospectus for additional information.
5
Prior to 7/10/2015, the Fund’s name was Hartford Small/Mid Cap Equity.
6
Hartford Small Cap Growth Fund closed to new investors effective as of the close of business on 3/6/2015. Please see the Fund’s prospectus for additional information.
Please see page 16 for expense disclosures.
20
4.02 6.21 20.93 15.09 8.11 13.09 0.37 13.79 7.50 12.76 1.10% 1.10%
4.39 12.98 19.84 18.83 8.01 5.91 6.76 17.50 7.40 5.56 1.07% 0.79%
-0.20 3.94 15.71 15.24 8.08 8.80 -1.78 13.94 7.47 8.47 1.02% 1.02%
4.96 -5.34 4.99 --- --- -2.25 -10.54 --- --- -3.60 1.76% 1.75%
-0.75 1.46 14.04 15.63 8.22 8.83 -4.12 14.33 7.61 8.31 1.03% 1.03%
4.95 2.19 17.23 14.69 8.65 9.11 -3.43 13.40 8.04 8.51 1.26% 1.25%
2.24 -1.78 13.85 12.68 --- 5.17 -7.18 11.41 --- 4.36 1.53% 1.25%
10.32 17.55 21.85 19.83 10.05 12.30 11.09 18.48 9.43 12.18 1.15% 1.15%
15.11 30.14 30.93 26.14 13.58 12.99 22.98 24.72 12.94 12.57 1.33% 1.33%
6.83 -3.30 10.40 9.30 --- 1.10 -8.61 8.07 --- 0.29 1.84% 1.45%
6.70 0.43 13.38 11.51 4.17 4.09 -5.09 10.25 3.58 3.68 1.58% 1.55%
6.32 -1.39 10.90 9.88 6.90 5.56 -6.81 8.65 6.29 5.25 1.20% 1.20%
10.25 -3.21 15.74 13.58 7.81 9.10 -8.54 12.31 7.20 8.66 1.49% 1.49%
9.21 -3.99 15.13 11.84 --- 11.16 -9.27 10.59 --- 9.93 1.37% 1.37%
5.35 5.26 20.11 17.05 9.86 12.55 -0.53 15.74 9.24 12.18 1.15% 1.15%
4.54 3.64 18.92 17.04 8.82 8.87 -2.06 15.72 8.20 8.44 1.27% 1.27%
3.37 5.02 17.05 16.70 7.78 7.23 -0.75 15.39 7.17 6.65 1.41% 1.30%
5.34 7.48 18.47 17.59 9.25 9.43 1.57 16.27 8.64 9.11 1.34% 1.34%
7.59 10.68 20.73 21.07 8.96 11.37 4.59 19.71 8.35 11.14 1.28% 1.28%
2.43 1.08 17.58 15.45 6.48 8.30 -4.47 14.15 5.88 7.98 1.24% 1.24%
as of 6/30/15
22. Insight Through Global Collaboration
Connections across countries and industries can be critical to a portfolio
manager’s evaluation of the opportunities and risks of a particular security.
In this case, one of Wellington Management’s London-based equity portfolio
managers learned about an investment opportunity—a Japanese gaming
software company—through an equity research analyst located in the firm’s
Tokyo office.
The portfolio manager obtained additional key information from a technology
analyst in the firm’s Hong Kong office, who had learned through an on-site
meeting that Samsung was coming out with a new tablet that would use the
software company’s gaming platform.
The portfolio manager gained further insight from a U.S.-based telecom analyst,
who told him that AT&T was utilizing the same Japanese company’s operating
system in its U.S. platform.
In the end, the information gleaned from sources located in three different cities
gave the portfolio manager the conviction he needed to conduct his own
quantitative and qualitative analysis of the risks and potential rewards of this
opportunity.
21
23. Multi-strategy and alternative investment professionals tap the expertise of
macroanalysts, industry and credit specialists, along with equity, bond, and
currency experts to build solutions that help meet investors’ needs. Client portfolios
may benefit from:
■ Multiple potential sources of alpha from strategic and tactical asset allocation at
the overall portfolio level and from underlying portfolio components
■ Asset-allocation strategies that allocate assets based on expected behavior
across a range of environments
■ Diversified exposure to non-core asset classes as a means of exploiting less
efficient areas of the market or providing uncorrelated sources of return
MULTI-STRATEGY AND
ALTERNATIVE CAPABILITIES
Diverse Expertise
Wellington Management
offers investment expertise
that combines top-down
active management of the
asset mix on both tactical
and strategic levels with
bottom-up security selection.
Top-Down
Management
Bottom-Up
Security Selection
22
24. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The investment return and principal value of an
investment will fluctuate so that an investor’s shares may be worth more or less than their original cost when
redeemed. Current performance may be lower or higher than the performance data quoted. For more current
performance information to the most recent month-ended, please visit hartfordfunds.com.
A Word About Risk: All investments are subject to risk, including the possible loss of principal. Fixed-income
securities are subject to interest-rate risk (the risk that the value of an investment decreases when interest rates rise),
credit risk, and call risk. Foreign investments can be riskier than U.S. investments. Alternative investment strategies
are subject to greater risk and are not suitable for all investors.
23
Fund Symbols A-Share
Hartford Funds A C I R3 R4 R5 R6 Y Inception Date
Multi-Strategy
Balanced ITTAX HAFCX ITTIX ITTRX ITTSX ITTTX IHAYX
Balanced Income HBLAX HBLCX HBLIX HBLRX HBLSX HBLTX HBLVX HBLYX
Checks and Balances HCKAX HCKCX HCKIX HCKRX HCKSX HCKTX
Conservative Allocation HCVAX HCVCX HCVIX HCVRX HCVSX HCVTX
Global All-Asset HLAAX HLACX HLAIX HLARX HLASX HLATX HLAYX
Growth Allocation HRAAX HRACX HRAIX HRARX HRASX HRATX
Moderate Allocation HBAAX HBACX HBAIX HBARX HBASX HBATX
Multi-Asset Income HAFAX HAICX HAFIX HAFRX HAFSX HAFTX HAFYX
Fund Symbols A-Share
Hartford Funds A C I R3 R4 R5 R6 Y Inception Date
Alternative Investments
Global Alpha HAPAX HAPCX HAPIX HAPRX HAPSX HAPTX HAPYX
Global Real Asset HRLAX HRLCX HRLIX HRLRX HRLSX HRLTX HRLYX
Long/Short Global Equity7
HLOAX HLOCX HLOIX HLOYX
Real Total Return HABMX HABNX HABOX HABFX HABQX HABRX HABPX
MULTI-STRATEGY AND ALTERNATIVE FUNDS
07/22/1996
07/31/2006
05/31/2007
05/28/2004
05/28/2010
05/28/2004
05/28/2004
04/30/2014
12/14/2012
05/28/2010
08/29/2014
11/29/2013
25. SI = Since Inception
*Class A shares of the Funds above reflect a maximum 5.5% sales charge except Multi-Asset Income, which reflects a
maximum 4.5% sales charge.
7
Hartford Long/Short Global Equity’s Net Expenses (excluding dividend and interest expense on short sales) for the Class A-share is 1.90%.
Please see page 16 for expense definitions.
24
as of 6/30/15
A-Share Average Annual Total Returns
Without Sales Charge With Maxium Sales Charge* A-Share Expenses
YTD 1 YR 3 YR 5 YR 10 YR SI 1 YR 5 YR 10 YR SI Gross Net
A-Share Average Annual Total Returns
Without Sales Charge With Maxium Sales Charge* A-Share Expenses
YTD 1 YR 3 YR 5 YR 10 YR SI 1 YR 5 YR 10 YR SI Gross Net
1.07 4.66 11.89 11.92 6.30 6.83 -1.10 10.66 5.70 6.51 1.17% 1.17%
-0.51 0.57 8.45 10.39 --- 7.09 -4.96 9.15 --- 6.41 0.97% 0.97%
1.05 3.49 12.80 11.40 --- 5.45 -2.20 10.15 --- 4.72 1.00% 1.00%
0.80 -3.47 2.28 4.74 3.85 4.12 -8.78 3.57 3.27 3.59 1.30% 1.30%
3.89 -0.35 7.87 7.09 --- 6.50 -5.83 5.89 --- 5.32 1.45% 1.30%
3.35 0.13 11.29 11.09 6.02 6.40 -5.37 9.84 5.42 5.86 1.40% 1.38%
2.21 -1.80 6.37 7.65 4.87 5.21 -7.20 6.44 4.28 4.67 1.30% 1.30%
0.93 -3.07 --- --- --- -0.15 -7.44 --- --- -4.02 1.17% 1.12%
0.11 -0.21 --- --- --- -2.04 -5.70 --- --- -4.19 1.44% 1.44%
-1.43 -18.55 -3.43 -0.91 --- -1.52 -23.03 -2.02 --- -2.61 1.58% 1.20%
2.35 --- --- --- --- 0.30 --- --- --- -5.22 3.32% 3.02%
2.91 -4.03 --- --- --- 1.57 -9.31 --- --- -2.00 1.72% 1.72%
26. INCORPORATING
A DIFFERENT PERSPECTIVE
Navigating today’s increasingly complex global markets requires
a high level of sophistication and expertise. That’s why it’s
essential for investors to consider the benefits of consulting with
professionals who understand this complexity—and embrace it.
Your financial professional can put Wellington Management’s
expertise to work for you by incorporating strategies from
Hartford Funds and helping you build a diversified portfolio
that’s customized to meet your investment needs.
25
27. For more information and
assistance in selecting
Hartford Funds that are
appropriate to your needs,
consult your financial
professional and visit
hartfordfunds.com.
26
28. HARTFORDFUNDS
Sub-Advised by
WELLINGTON MANAGEMENT
Investors should carefully consider the investment objectives, risks, charges, and expenses of Hartford
Funds before investing. This and other information can be found in the prospectus and summary
prospectus, which can be obtained by calling 888-843-7824 (retail) or 800-279-1541 (institutional).
Investors should read them carefully before they invest.
Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC. Hartford Funds Management
Company, LLC is the Funds’ investment manager and the Funds are sub-advised by Wellington Management
Company LLP. Wellington Management Company LLP is a SEC-registered investment adviser and is unaffiliated with
Hartford Funds.
All information and representations herein are as of 6/15, unless otherwise noted. 113489-6 MFWELL_0715
hartfordfunds.com
888-843-7824
@hartfordfunds
hartfordfunds.com/linkedin