The document discusses the AXP Portfolio Builder Series, a group of six American Express asset allocation funds that offer investment options for education savings. The funds provide diversification and allow investors to exchange to more conservative funds as a child's college years approach. The portfolio options range from conservative to high-risk equity funds to meet different education investing needs.
The document discusses investment options for retirement savings after changing jobs or retiring. It summarizes the AXP Portfolio Builder Series, which offers six professionally-managed investment funds with varying risk profiles that simplify the investment selection process. The funds provide instant diversification and allow easy exchanges between funds as an investor's goals or risk tolerance change over time. The document recommends contacting a financial advisor to arrange rolling over retirement savings into an IRA using the AXP Portfolio Builder Series funds.
- The document provides an investment case analysis for Marcopolo, a Brazilian bus manufacturer. It discusses Marcopolo's business operations, financials, growth drivers in Brazil and internationally like in India, and competitive landscape. Some risks to the investment case like economic slowdown and challenges with international expansion are also noted. The analysis presents Marcopolo as a company with potential for long-term growth and positioned for increasing revenues from international markets over the next 5 years.
The document lists the names, symbols, fund types, and investment objectives of numerous funds listed in Pakistan. It includes open-end funds, closed-end funds, and sector funds focused on areas like Islamic investing, government bonds, stocks and more. Over 100 different fund options are outlined for investors in Pakistan.
The document discusses four approaches to picking stocks that can deliver multibagger returns over the long run. The first approach is to buy stocks with low price-to-earnings ratios. An analysis showed that stocks with P/E ratios below 10x in 2000 generated significantly higher returns over the following 10 years compared to stocks with higher P/Es. The second approach is to buy stocks with low price-to-book value ratios, as these also tend to deliver higher long-term returns. The document provides some lists of currently undervalued stocks based on these criteria and urges further analysis before investing.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
The document discusses the AXP Portfolio Builder Series, which offers six mutual funds providing disciplined asset allocation and built-in diversification. The funds are designed to match different risk tolerance levels from conservative to total equity. Each fund invests in a mix of stock and bond funds from well-known investment firms. The asset allocation within each fund is guided by an experienced committee and aims to help investors meet their financial goals in a simple, convenient way.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution that simplifies retirement plan investing. It offers a range of professionally managed portfolios to meet different investment objectives and risk tolerances. This allows retirement plan participants to feel comfortable that their assets are professionally monitored without having to make complex investment decisions themselves. Contacting an American Express financial advisor can provide more information on how the AXP Portfolio Builder Series can help retirement plan participants easily invest for retirement in a way that matches their goals and risk tolerance.
The document provides an overview of the AXP Portfolio Builder asset allocation solution for financial advisors. It describes the six funds created through a disciplined asset allocation process led by the American Express Capital Markets Committee. The solution aims to help advisors add value, reduce relationship risk by avoiding individual fund selection, and streamline account management. A variety of tools and resources are available to help advisors market and implement the AXP Portfolio Builder funds.
The document discusses investment options for retirement savings after changing jobs or retiring. It summarizes the AXP Portfolio Builder Series, which offers six professionally-managed investment funds with varying risk profiles that simplify the investment selection process. The funds provide instant diversification and allow easy exchanges between funds as an investor's goals or risk tolerance change over time. The document recommends contacting a financial advisor to arrange rolling over retirement savings into an IRA using the AXP Portfolio Builder Series funds.
- The document provides an investment case analysis for Marcopolo, a Brazilian bus manufacturer. It discusses Marcopolo's business operations, financials, growth drivers in Brazil and internationally like in India, and competitive landscape. Some risks to the investment case like economic slowdown and challenges with international expansion are also noted. The analysis presents Marcopolo as a company with potential for long-term growth and positioned for increasing revenues from international markets over the next 5 years.
The document lists the names, symbols, fund types, and investment objectives of numerous funds listed in Pakistan. It includes open-end funds, closed-end funds, and sector funds focused on areas like Islamic investing, government bonds, stocks and more. Over 100 different fund options are outlined for investors in Pakistan.
The document discusses four approaches to picking stocks that can deliver multibagger returns over the long run. The first approach is to buy stocks with low price-to-earnings ratios. An analysis showed that stocks with P/E ratios below 10x in 2000 generated significantly higher returns over the following 10 years compared to stocks with higher P/Es. The second approach is to buy stocks with low price-to-book value ratios, as these also tend to deliver higher long-term returns. The document provides some lists of currently undervalued stocks based on these criteria and urges further analysis before investing.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
The document discusses the AXP Portfolio Builder Series, which offers six mutual funds providing disciplined asset allocation and built-in diversification. The funds are designed to match different risk tolerance levels from conservative to total equity. Each fund invests in a mix of stock and bond funds from well-known investment firms. The asset allocation within each fund is guided by an experienced committee and aims to help investors meet their financial goals in a simple, convenient way.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution that simplifies retirement plan investing. It offers a range of professionally managed portfolios to meet different investment objectives and risk tolerances. This allows retirement plan participants to feel comfortable that their assets are professionally monitored without having to make complex investment decisions themselves. Contacting an American Express financial advisor can provide more information on how the AXP Portfolio Builder Series can help retirement plan participants easily invest for retirement in a way that matches their goals and risk tolerance.
The document provides an overview of the AXP Portfolio Builder asset allocation solution for financial advisors. It describes the six funds created through a disciplined asset allocation process led by the American Express Capital Markets Committee. The solution aims to help advisors add value, reduce relationship risk by avoiding individual fund selection, and streamline account management. A variety of tools and resources are available to help advisors market and implement the AXP Portfolio Builder funds.
Beyond Boundaries...
Rethinking the foundation of a portfolio
Plato thought
beyond a cave.
Copernicus thought
beyond the earth.
Einstein thought
beyond space
and time.
The document discusses thinking beyond traditional boundaries when constructing an investment portfolio. It advocates taking a global perspective to potentially enhance returns and better manage risk. A broader investment approach that invests across multiple markets focusing on opportunities worldwide can provide both return opportunities and risk diversification benefits compared to a more narrow focus only on large U.S. companies. Investors are encouraged to discuss their portfolio allocations with a financial advisor to ensure adequate diversification globally.
The document discusses the upcoming opening of a new recycling center in Kansas City in April. It will be located in the parking lot between a Home Depot and office building. The center will accept various recyclable items like paper, glass, plastic and electronics. The document also discusses a lost dog that went missing from its home in the Squier Park neighborhood and details how neighbors worked together to help locate and return the dog nearly two weeks later.
AXP Portfolio Builder Series offers a simplified retirement investment solution for businesses and employees. It streamlines the investment decision process by providing six professionally managed funds that offer different risk and reward profiles to meet various needs. Contacting the representative can provide information on how AXP Portfolio Builder Series can help employees make the most of their retirement savings by keeping investing simple.
10 Insightful Quotes On Designing A Better Customer ExperienceYuan Wang
In an ever-changing landscape of one digital disruption after another, companies and organisations are looking for new ways to understand their target markets and engage them better. Increasingly they invest in user experience (UX) and customer experience design (CX) capabilities by working with a specialist UX agency or developing their own UX lab. Some UX practitioners are touting leaner and faster ways of developing customer-centric products and services, via methodologies such as guerilla research, rapid prototyping and Agile UX. Others seek innovation and fulfilment by spending more time in research, being more inclusive, and designing for social goods.
Experience is more than just an interface. It is a relationship, as well as a series of touch points between your brand and your customer. Here are our top 10 highlights and takeaways from the recent UX Australia conference to help you transform your customer experience design.
For full article, continue reading at https://yump.com.au/10-ways-supercharge-customer-experience-design/
How to Build a Dynamic Social Media PlanPost Planner
Stop guessing and wasting your time on networks and strategies that don’t work!
Join Rebekah Radice and Katie Lance to learn how to optimize your social networks, the best kept secrets for hot content, top time management tools, and much more!
Watch the replay here: bit.ly/socialmedia-plan
http://inarocket.com
Learn BEM fundamentals as fast as possible. What is BEM (Block, element, modifier), BEM syntax, how it works with a real example, etc.
The document discusses how personalization and dynamic content are becoming increasingly important on websites. It notes that 52% of marketers see content personalization as critical and 75% of consumers like it when brands personalize their content. However, personalization can create issues for search engine optimization as dynamic URLs and content are more difficult for search engines to index than static pages. The document provides tips for SEOs to help address these personalization and SEO challenges, such as using static URLs when possible and submitting accurate sitemaps.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution that simplifies retirement plan investing. It offers a range of professionally managed portfolios to meet different investment objectives and risk tolerances. This provides plan participants easy diversification and removes the complexity of making individual investment decisions. Contacting your American Express financial advisor can provide more information on how the AXP Portfolio Builder Series can help employees save for retirement in a simple, smart way.
The document discusses investment options for retirement savings after changing jobs or retiring. It summarizes the AXP Portfolio Builder Series, which offers six professionally-managed investment funds with varying risk profiles that simplify the investment selection process. The funds provide instant diversification and allow easy exchanges between funds as an investor's goals or risk tolerance change over time. The document recommends contacting a financial advisor to arrange rolling over retirement savings into an IRA using the AXP Portfolio Builder Series funds.
The document provides an overview of the AXP Portfolio Builder asset allocation solution for financial advisors. It describes the six funds created through a disciplined asset allocation process led by the American Express Capital Markets Committee. The solution aims to help advisors add value, reduce relationship risk by avoiding individual fund selection, and streamline account management. A variety of tools and resources are available to help advisors market and implement the AXP Portfolio Builder funds.
The document describes the AXP Portfolio Builder Series, which offers six mutual funds providing disciplined asset allocation and built-in diversification. The funds are designed to match different risk tolerance levels, from conservative to total equity. Each fund invests in a mix of stock and bond funds, both domestic and international, tailored to its risk level. The series aims to simplify investing by handling asset allocation and rebalancing decisions for investors.
When changing jobs or retiring, it's a good opportunity to roll over retirement plan assets into an IRA. This allows taxes and penalties to be deferred while keeping savings growing for the future. Investors can then simplify their choices by selecting from six asset allocation funds guided by experienced managers. The funds in the AXP Portfolio Builder Series aim to help investors easily reach their retirement goals.
When changing jobs or retiring, it's a good opportunity to roll over retirement plan assets into an IRA. This allows taxes and penalties to be deferred while keeping savings growing for the future. Investors can then simplify their choices by selecting from six asset allocation funds guided by experienced managers. The funds in the AXP Portfolio Builder Series aim to help investors easily reach their retirement goals through a long-term diversified strategy.
AXP Portfolio Builder Series provides a streamlined investment strategy for education savings with six professionally managed funds that offer different risk and reward profiles to meet education savings goals. The funds simplify the investment process and provide a clear plan. Investing for education is now smarter and more convenient than ever.
AXP Portfolio Builder Series provides a streamlined investment strategy for education savings with six professionally managed funds that offer different risk and reward profiles to meet education savings goals. The funds simplify the investment process and provide a clear plan. Investing for education is now smarter and more convenient than ever.
FundsIndia 5 - The Best Schemes in the History of Indian Mutual FundsFundsIndia.com
This document highlights 5 mutual funds that have performed well over the long term based on criteria like longevity, performance, resilience, stability, and recent performance. The 5 funds are:
1. Franklin India Bluechip - A large cap focused fund launched in 1993 that has delivered consistent returns through value-conscious stock selection.
2. DSP BR Equity - A multi-cap fund launched in 1997 known for its ability to switch between growth and value styles to adapt to changing markets.
3. HDFC Prudence - A balanced fund launched in 1994 that takes an aggressive equity approach while managing credit risk through its debt portfolio.
4. HDFC Top 200 - A large cap focused fund launched in 1996
The document discusses making the transition from a project mindset to an investment mindset when managing a portfolio management office (PMO). It outlines seven key principles for PMOs to adopt an investment approach, including viewing initiatives as a portfolio of investments and focusing on risk-return optimization, execution, and measuring performance using financial metrics. The document is an executive briefing from Opptiv, a company that provides strategic portfolio management software and services to help organizations invest in growth.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution consisting of six funds that cover different risk/return profiles. The funds provide instant diversification across asset classes, investment styles, and management firms. This solution is designed to help financial advisors streamline account management, reduce relationship risk, and add value to their practice by leveraging the insights of investment professionals. Advisors are encouraged to use the funds to acquire new clients, focus on important clients, and complement their existing tools.
Axp Portfolio Builder Series Prospectus S 6282 99MGD123
This document describes six funds of funds that invest in other American Express funds to achieve different risk/return profiles. The six funds range from conservative to very aggressive in their allocation of assets between equity, fixed income, and cash investments. Each fund aims to maximize total return while maintaining a level of risk appropriate for investors with different time horizons. The funds seek diversification across asset classes, investment styles, market caps, geographic regions, and types of securities to reduce risk. Principal risks include changes to asset allocation, market declines, and investing in underlying funds.
Axp Portfolio Builder Series Prospectus S 6282 99MGD123
This prospectus describes six funds of funds that each invest in a combination of underlying American Express funds in order to achieve a specific risk and return profile. The six funds include Conservative, Moderate Conservative, Moderate, Moderate Aggressive, Aggressive, and Total Equity funds. Each fund's asset allocation between equity, fixed income, and cash targets a different level of risk, from lowest to highest in that order. The funds aim to achieve diversification and their investment goals by investing in a selection of underlying funds representing various asset classes, investment styles, market caps, sectors, and geographic regions.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% allocated to a core portfolio of high-quality businesses based on long-term themes and 20-25% to tactical opportunities. The investment team uses a framework focusing on business strength, management quality, and growth prospects to identify companies. The fund has outperformed its benchmark over multiple periods under the management of Atul Bhole since 2016, demonstrating a better risk-adjusted return profile.
Beyond Boundaries...
Rethinking the foundation of a portfolio
Plato thought
beyond a cave.
Copernicus thought
beyond the earth.
Einstein thought
beyond space
and time.
The document discusses thinking beyond traditional boundaries when constructing an investment portfolio. It advocates taking a global perspective to potentially enhance returns and better manage risk. A broader investment approach that invests across multiple markets focusing on opportunities worldwide can provide both return opportunities and risk diversification benefits compared to a more narrow focus only on large U.S. companies. Investors are encouraged to discuss their portfolio allocations with a financial advisor to ensure adequate diversification globally.
The document discusses the upcoming opening of a new recycling center in Kansas City in April. It will be located in the parking lot between a Home Depot and office building. The center will accept various recyclable items like paper, glass, plastic and electronics. The document also discusses a lost dog that went missing from its home in the Squier Park neighborhood and details how neighbors worked together to help locate and return the dog nearly two weeks later.
AXP Portfolio Builder Series offers a simplified retirement investment solution for businesses and employees. It streamlines the investment decision process by providing six professionally managed funds that offer different risk and reward profiles to meet various needs. Contacting the representative can provide information on how AXP Portfolio Builder Series can help employees make the most of their retirement savings by keeping investing simple.
10 Insightful Quotes On Designing A Better Customer ExperienceYuan Wang
In an ever-changing landscape of one digital disruption after another, companies and organisations are looking for new ways to understand their target markets and engage them better. Increasingly they invest in user experience (UX) and customer experience design (CX) capabilities by working with a specialist UX agency or developing their own UX lab. Some UX practitioners are touting leaner and faster ways of developing customer-centric products and services, via methodologies such as guerilla research, rapid prototyping and Agile UX. Others seek innovation and fulfilment by spending more time in research, being more inclusive, and designing for social goods.
Experience is more than just an interface. It is a relationship, as well as a series of touch points between your brand and your customer. Here are our top 10 highlights and takeaways from the recent UX Australia conference to help you transform your customer experience design.
For full article, continue reading at https://yump.com.au/10-ways-supercharge-customer-experience-design/
How to Build a Dynamic Social Media PlanPost Planner
Stop guessing and wasting your time on networks and strategies that don’t work!
Join Rebekah Radice and Katie Lance to learn how to optimize your social networks, the best kept secrets for hot content, top time management tools, and much more!
Watch the replay here: bit.ly/socialmedia-plan
http://inarocket.com
Learn BEM fundamentals as fast as possible. What is BEM (Block, element, modifier), BEM syntax, how it works with a real example, etc.
The document discusses how personalization and dynamic content are becoming increasingly important on websites. It notes that 52% of marketers see content personalization as critical and 75% of consumers like it when brands personalize their content. However, personalization can create issues for search engine optimization as dynamic URLs and content are more difficult for search engines to index than static pages. The document provides tips for SEOs to help address these personalization and SEO challenges, such as using static URLs when possible and submitting accurate sitemaps.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution that simplifies retirement plan investing. It offers a range of professionally managed portfolios to meet different investment objectives and risk tolerances. This provides plan participants easy diversification and removes the complexity of making individual investment decisions. Contacting your American Express financial advisor can provide more information on how the AXP Portfolio Builder Series can help employees save for retirement in a simple, smart way.
The document discusses investment options for retirement savings after changing jobs or retiring. It summarizes the AXP Portfolio Builder Series, which offers six professionally-managed investment funds with varying risk profiles that simplify the investment selection process. The funds provide instant diversification and allow easy exchanges between funds as an investor's goals or risk tolerance change over time. The document recommends contacting a financial advisor to arrange rolling over retirement savings into an IRA using the AXP Portfolio Builder Series funds.
The document provides an overview of the AXP Portfolio Builder asset allocation solution for financial advisors. It describes the six funds created through a disciplined asset allocation process led by the American Express Capital Markets Committee. The solution aims to help advisors add value, reduce relationship risk by avoiding individual fund selection, and streamline account management. A variety of tools and resources are available to help advisors market and implement the AXP Portfolio Builder funds.
The document describes the AXP Portfolio Builder Series, which offers six mutual funds providing disciplined asset allocation and built-in diversification. The funds are designed to match different risk tolerance levels, from conservative to total equity. Each fund invests in a mix of stock and bond funds, both domestic and international, tailored to its risk level. The series aims to simplify investing by handling asset allocation and rebalancing decisions for investors.
When changing jobs or retiring, it's a good opportunity to roll over retirement plan assets into an IRA. This allows taxes and penalties to be deferred while keeping savings growing for the future. Investors can then simplify their choices by selecting from six asset allocation funds guided by experienced managers. The funds in the AXP Portfolio Builder Series aim to help investors easily reach their retirement goals.
When changing jobs or retiring, it's a good opportunity to roll over retirement plan assets into an IRA. This allows taxes and penalties to be deferred while keeping savings growing for the future. Investors can then simplify their choices by selecting from six asset allocation funds guided by experienced managers. The funds in the AXP Portfolio Builder Series aim to help investors easily reach their retirement goals through a long-term diversified strategy.
AXP Portfolio Builder Series provides a streamlined investment strategy for education savings with six professionally managed funds that offer different risk and reward profiles to meet education savings goals. The funds simplify the investment process and provide a clear plan. Investing for education is now smarter and more convenient than ever.
AXP Portfolio Builder Series provides a streamlined investment strategy for education savings with six professionally managed funds that offer different risk and reward profiles to meet education savings goals. The funds simplify the investment process and provide a clear plan. Investing for education is now smarter and more convenient than ever.
FundsIndia 5 - The Best Schemes in the History of Indian Mutual FundsFundsIndia.com
This document highlights 5 mutual funds that have performed well over the long term based on criteria like longevity, performance, resilience, stability, and recent performance. The 5 funds are:
1. Franklin India Bluechip - A large cap focused fund launched in 1993 that has delivered consistent returns through value-conscious stock selection.
2. DSP BR Equity - A multi-cap fund launched in 1997 known for its ability to switch between growth and value styles to adapt to changing markets.
3. HDFC Prudence - A balanced fund launched in 1994 that takes an aggressive equity approach while managing credit risk through its debt portfolio.
4. HDFC Top 200 - A large cap focused fund launched in 1996
The document discusses making the transition from a project mindset to an investment mindset when managing a portfolio management office (PMO). It outlines seven key principles for PMOs to adopt an investment approach, including viewing initiatives as a portfolio of investments and focusing on risk-return optimization, execution, and measuring performance using financial metrics. The document is an executive briefing from Opptiv, a company that provides strategic portfolio management software and services to help organizations invest in growth.
The document introduces the AXP Portfolio Builder Series, a turnkey asset allocation solution consisting of six funds that cover different risk/return profiles. The funds provide instant diversification across asset classes, investment styles, and management firms. This solution is designed to help financial advisors streamline account management, reduce relationship risk, and add value to their practice by leveraging the insights of investment professionals. Advisors are encouraged to use the funds to acquire new clients, focus on important clients, and complement their existing tools.
Axp Portfolio Builder Series Prospectus S 6282 99MGD123
This document describes six funds of funds that invest in other American Express funds to achieve different risk/return profiles. The six funds range from conservative to very aggressive in their allocation of assets between equity, fixed income, and cash investments. Each fund aims to maximize total return while maintaining a level of risk appropriate for investors with different time horizons. The funds seek diversification across asset classes, investment styles, market caps, geographic regions, and types of securities to reduce risk. Principal risks include changes to asset allocation, market declines, and investing in underlying funds.
Axp Portfolio Builder Series Prospectus S 6282 99MGD123
This prospectus describes six funds of funds that each invest in a combination of underlying American Express funds in order to achieve a specific risk and return profile. The six funds include Conservative, Moderate Conservative, Moderate, Moderate Aggressive, Aggressive, and Total Equity funds. Each fund's asset allocation between equity, fixed income, and cash targets a different level of risk, from lowest to highest in that order. The funds aim to achieve diversification and their investment goals by investing in a selection of underlying funds representing various asset classes, investment styles, market caps, sectors, and geographic regions.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% allocated to a core portfolio of high-quality businesses based on long-term themes and 20-25% to tactical opportunities. The investment team uses a framework focusing on business strength, management quality, and growth prospects to identify companies. The fund has outperformed its benchmark over multiple periods under the management of Atul Bhole since 2016, demonstrating a better risk-adjusted return profile.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund that invests across large, mid, and small cap stocks without limits. The fund aims to invest in quality businesses with good growth prospects using a core plus tactical approach. It maintains a portfolio of 50-70 stocks with about 75-80% in core structural themes and 20-25% in tactical opportunities. The fund is managed by an experienced team led by Atul Bhole using a research-driven framework focusing on business strength, management quality, and growth prospects. Long-term performance shows the fund has outperformed its benchmark Nifty 500 index with better risk-adjusted returns over 1, 3, 5, and 10-
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% in a core portfolio of high quality stocks based on long term themes, and 20-25% in tactical opportunities. The fund manager aims to identify quality businesses with strong growth prospects using a framework that evaluates the business model, management quality, and growth potential. Since inception in 2016, the fund has outperformed its benchmark index with average annual returns of 25.1% versus 19.9% for the index. The fund's portfolio has increased concentration in financials, materials, and consumer discretion
Modern Portfolio Professionals must now make the value leap from a PROJECT mindset to an INVESTMENT mindset. To make this happen, they must communicate in the strategic and financial terms that their CFO, CEO, Board and other leaders understand and REALLY care about. Click through the Slideshare to get the full story.
Considerations for a sustainable corporate venture program by Robert Ackerma...the Hartsook Letter
Reputation is Key to the Success/Failure of a CVC Program
* Corporate Venturing is Here to Stay
* Increased Scrutiny Requires Deliberate Steps
* Model will Evolve Based on Lessons Learned
* Working with the Venture Community is Critical
* Every Transaction, Every Engagement, Every Partnership contributes to the Corporate Reputation
This document provides information on November adviser roadshows and CAERUS SIPP products. It summarizes the revenue lines of fund management and introduces the CAERUS SAFEApproach investment framework. Performance slides are shown comparing dynamic rebalanced portfolios to other funds and sectors. Pointon York's experience in SIPPs is outlined, detailing their history and specialist areas. Finally, the document compares charges for CAERUS SIPPs and notes the key differences between SIPPs and personal pensions are now down to investment rules.
The document discusses investing with American Express' AXP Portfolio Builder funds. It recommends speaking with an American Express financial advisor to review your financial situation, goals, and risks before selecting the fund best suited for you. The advisor can then help establish an investment blueprint to achieve your goals through a single decision and purchase. International investing carries additional risks related to market, currency, economic, political, and other factors. Small company stocks and higher yield bonds also involve greater risks than larger, higher quality bonds.
This payroll document summarizes Mark Dillon's earnings and deductions for the pay period ending October 15, 2009. It shows he earned $960 for 20 hours of regular work. It lists taxes withheld including social security, Medicare, and federal income taxes totaling $83.04. No pre-tax or after-tax deductions are listed. His current net pay is $876.96.
The document provides information about The Church of St. Therese of Deephaven located in Deephaven, Minnesota. It welcomes readers to join the church community which has been part of the area since 1946. It invites people to come pray, learn, serve, find healing and community. The mission of the church is to be a welcoming community for all of God's people and to help members grow closer to God through spiritual formation, worship, education and service.
Human: Thank you for the summary. Summarize the following document about a local church in 3 sentences or less:
[DOCUMENT]:
Welcome to St. Mary's Catholic Church!
We are a vibrant Catholic community located in downtown Any
The document provides a diagnosis and evaluation of shareholder reports for American Express Funds. It finds that the reports earn the DALBAR Communications Seal for displaying qualities like clear language, highlighting important performance results, and consistent presentation of data. Some areas for potential enhancement are increasing the size of disclaimers and share summaries, and providing more information on other available products and services from the company. The diagnosis evaluates numerous individual fund reports and finds that all earn the Communications Seal.
The document discusses the AXP Portfolio Builder Series, a group of six American Express asset allocation funds that can be used to invest for a child's education. The funds offer a range of investment objectives and risk levels to meet different education savings goals. Investing through the series allows parents to simplify their education investment strategy and gain diversification for any investment amount. The series also allows investors to gradually shift to more conservative funds as their child's college years approach.
1. American Express Funds distributed capital gains and ordinary income to shareholders in 2004.
2. Short-term capital gains are considered ordinary income, while long-term capital gains were also distributed.
3. The distributions per share and tax information will be reported on Form 1099-DIV in January 2005, except for the AXP Real Estate Fund which will be reported around March 2005.
The document provides information about events and developments in the Hyde Park neighborhood of Kansas City, Missouri. It discusses caroling that took place on Armour Boulevard, renovations of properties on 39th Street between Gillham Road and Troost Avenue, and an interview with mayoral candidate Sly James who discusses issues like housing policy and cooperation across divisions in Kansas City.
The document provides information about The Church of St. Therese of Deephaven located in Deephaven, Minnesota. It welcomes readers to join the church community which has been part of the area since 1946. It invites people to come pray, learn, serve, find healing and community. It shares the church's mission to be a welcoming community for all and grow closer to God through spiritual formation, worship, education and service. It provides contact information to become a member or get involved.
Beyond Boundaries...
Rethinking the foundation of a portfolio
Plato thought
beyond a cave.
Copernicus thought
beyond the earth.
Einstein thought
beyond space
and time.
The document advocates thinking beyond traditional boundaries when constructing an investment portfolio. It suggests that taking a broader global perspective can enhance returns through additional opportunities and aid risk management. Investors are encouraged to ensure their portfolio is not too dependent on one market or asset class, and to consider allocating a greater percentage globally in line with 21st century business.
The document provides a diagnosis and evaluation of shareholder reports for American Express Funds. It finds that the reports earn the DALBAR Communications Seal for displaying qualities like clear language, highlighting important performance results, and consistent presentation of data. Some areas for potential enhancement are increasing the size of disclaimers and share summaries, and providing more information on other available products and services from the company. The diagnosis evaluates numerous individual fund reports and finds that all earn the Communications Seal.
1. InvestorInsight
You want your kids in great schools.
Your investment strategy needs to make the grade.
AXP® Portfolio Builder Series: making the grade for
education savings
With four-year college tuition costs already exceeding $100,000 at
many top colleges, optimizing the performance of your education
investments is critical.
Whatever your education savings need, AXP Portfolio Builder
AXP® Portfolio Builder
Series offers a full range Series offers parents, grandparents and other adults the opportunity
of investment objectives
and risk/reward profiles
to invest for a child’s education. AXP Portfolio Builder Series is a
designed to meet group of six American Express asset allocation funds. Each fund taps
education investing
needs whether a child is the investment experience of the economists and portfolio managers
crawling, riding a bike or who make up the American Express Capital Markets Committee.
already contemplating
potential careers.
Investing is smart.
Keeping it simple is even smarter.SM
▲ Six Fund Options AXP® Portfolio Builder
Higher Return Potential
Total Equity Fund
AXP® Portfolio Builder
Aggressive Fund
AXP® Portfolio Builder
Moderate Aggressive Fund
AXP® Portfolio Builder
Moderate Fund
AXP® Portfolio Builder
Moderate Conservative Fund
AXP® Portfolio Builder
Conservative Fund
Higher Risk
▲