presentation on invesco an investment management firm , which provides investment ideas to the clients on basis of their income levels and its manages various business lines across the world with huge assets under management.
Invesco Ltd. is an independent investment management company incorporated in Bermuda and headquartered in Atlanta, Georgia. It has a global presence with offices in 20 countries. The company traces its history back to 1935 and has grown over the years through strategic acquisitions. It currently operates under various brand names including Invesco, Trimark, Invesco Perpetual, WL Ross, and Powershares. The organizational structure is led by a Chairman and a President and CEO. Key executives and the Board of Directors provide oversight of the company's operations across various product lines and geographies.
PNB MetLife is a joint venture between MetLife International, J&K Bank, and other investors that started operations in India in 2001. It has a presence in over 150 locations across the country and serves customers in more than 7,000 locations through bank partnerships. PNB MetLife provides a wide range of insurance and retirement products to over 800 corporate clients and has a strong force of 25,000 financial advisors. Its vision includes providing financial freedom for all and building long-term customer relationships through world-class customer service and innovative products.
ICICI Bank is India's second largest bank. It was founded in 1955 as the Industrial Credit and Investment Corporation of India to support the industrialization of India. ICICI Bank launched in 1994 and became the first Indian bank to list on the New York Stock Exchange in 2000. ICICI Bank provides a wide range of banking and financial services including retail banking, credit cards, investment banking, insurance, and private banking. It has over 800 branches across India and has expanded internationally with subsidiaries in countries like Canada, Russia, Singapore, and the United Kingdom.
This document provides an overview of mutual funds in India including:
- A brief history of mutual funds in India from 1963 to present day.
- An explanation of what a mutual fund is - a trust that pools money from investors and invests in securities like stocks and bonds.
- The advantages of investing in mutual funds like professional management and diversification.
- The different types of mutual fund schemes including open-ended, close-ended, interval schemes, growth schemes, income schemes, and balanced schemes.
- Key terms like Net Asset Value (NAV), sale price, and repurchase price.
The document serves as an introduction to mutual funds in India, outlining the concept
Comparative study of mutual funds in india Rahul Todur
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
A PROJECT REPORT ON RISK ANALYSIS AND RISK MANAGEMENT IN INVESTING IN INSUR...Abhishek Raj
The project has been undertaken to know about different types of risk that can covered by insurance policies and how to analyse and mange those risks as there are various types of risk that a person can suffers in his life term.
The project talks about what are the various things that customer should consider before buying an insurance policy and various steps that need to consider before buying it.
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
Invesco Ltd. is an independent investment management company incorporated in Bermuda and headquartered in Atlanta, Georgia. It has a global presence with offices in 20 countries. The company traces its history back to 1935 and has grown over the years through strategic acquisitions. It currently operates under various brand names including Invesco, Trimark, Invesco Perpetual, WL Ross, and Powershares. The organizational structure is led by a Chairman and a President and CEO. Key executives and the Board of Directors provide oversight of the company's operations across various product lines and geographies.
PNB MetLife is a joint venture between MetLife International, J&K Bank, and other investors that started operations in India in 2001. It has a presence in over 150 locations across the country and serves customers in more than 7,000 locations through bank partnerships. PNB MetLife provides a wide range of insurance and retirement products to over 800 corporate clients and has a strong force of 25,000 financial advisors. Its vision includes providing financial freedom for all and building long-term customer relationships through world-class customer service and innovative products.
ICICI Bank is India's second largest bank. It was founded in 1955 as the Industrial Credit and Investment Corporation of India to support the industrialization of India. ICICI Bank launched in 1994 and became the first Indian bank to list on the New York Stock Exchange in 2000. ICICI Bank provides a wide range of banking and financial services including retail banking, credit cards, investment banking, insurance, and private banking. It has over 800 branches across India and has expanded internationally with subsidiaries in countries like Canada, Russia, Singapore, and the United Kingdom.
This document provides an overview of mutual funds in India including:
- A brief history of mutual funds in India from 1963 to present day.
- An explanation of what a mutual fund is - a trust that pools money from investors and invests in securities like stocks and bonds.
- The advantages of investing in mutual funds like professional management and diversification.
- The different types of mutual fund schemes including open-ended, close-ended, interval schemes, growth schemes, income schemes, and balanced schemes.
- Key terms like Net Asset Value (NAV), sale price, and repurchase price.
The document serves as an introduction to mutual funds in India, outlining the concept
Comparative study of mutual funds in india Rahul Todur
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
A PROJECT REPORT ON RISK ANALYSIS AND RISK MANAGEMENT IN INVESTING IN INSUR...Abhishek Raj
The project has been undertaken to know about different types of risk that can covered by insurance policies and how to analyse and mange those risks as there are various types of risk that a person can suffers in his life term.
The project talks about what are the various things that customer should consider before buying an insurance policy and various steps that need to consider before buying it.
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
a study on retail investors perception towards mutual fund investmentniranjan k
This document is a project report submitted by Niranjana K to Mangalore University in partial fulfillment of the requirements for a Master's Degree in Business Administration. The report studies retail investors' perceptions towards mutual fund investment. It contains chapters on the introduction and background of the topic, research methodology, a profile of mutual funds, data analysis and interpretation of survey results, findings, suggestions and conclusions. The introduction discusses why people invest, different investment avenues like direct equity, equity and debt mutual funds, and the role of mutual funds in shaping the Indian economy.
A project report on overview of portfolio management in indiaProjects Kart
This document is a student project on portfolio management in India submitted to the University of Mumbai. It includes an introduction to portfolio management and Kotak Securities Ltd., as well as chapters on the meaning of portfolio management, methodology, basic concepts and components, types of portfolio management, persons involved, risk-return analysis, asset allocation, a primary survey, findings, and conclusions. The project provides an overview of portfolio management in India for a Bachelor's degree program.
A project report on overview of indian stock marketProjects Kart
The document provides an overview of the Indian stock market, including its history dating back nearly 200 years. It discusses the two major stock exchanges in India - the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE). It provides details on the establishment of NSE in 1992 to modernize Indian stock trading, and its role in reforming practices and increasing trading volumes through electronic trading and settlement methods. Trading at NSE includes both wholesale debt and capital markets.
hi friends....
this the slid show for motilal oswal financial services ltd. regarding presentation and introduction about the financial investment pattern.... that what customer want and needs, and what a investor can provide them.
The Risk and return analysis is important to equity shares investors in the share
market. The need of equity shares at the time of preliminary stage of company or
bank to raising fund for establish company and starting a business. The equity share
holder is an actual owner of company or bank.
The document discusses the history and development of insurance in India. It provides definitions of insurance and describes different types of insurance like life, health, automobile, fire insurance. It summarizes the key players in the insurance sector including LIC, private insurers, and the regulatory body IRDA. It also outlines the products offered by LIC and investment policies of insurance companies.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
The document discusses capital structure and dividend policy. It begins by defining capital structure as how a corporation finances its assets through equity, debt, or hybrid securities. It then discusses Modigliani-Miller's theorem which states that in a perfect market, a firm's capital structure does not affect its value. However, in the real world with taxes, bankruptcy costs, and asymmetric information, capital structure does matter. The document outlines various theories for capital structure including trade-off theory and pecking order theory. It also discusses dividend policy and different theories for how dividends may or may not affect firm value such as Gordon's model and Modigliani-Miller's irrelevance theory.
A STUDY ON RISK RETURN ANALYSIS OF SELECTED STOCKSShrikumar Gowda
This document summarizes a study on analyzing the risk and return of selected stocks. The objectives are to analyze risk and return, measure financial performance, and suggest potential stocks. Various tools are used to measure risk through standard deviation and beta values, and financial performance through ratios. Key findings include sectors like IT performing better than others, with TCS being more stable. The study helps investors pick stocks based on their risk appetite. Suggestions include watching the benchmark index, investing in consistently performing stocks, avoiding volatile stocks, and choosing high beta stocks depending on market conditions.
Discusses various risks involved in capital budgeting - useful to the students of under graduate, post graduate and professional course students in finance and management
Investment involves committing funds with the aim of achieving additional income or growth in value over time. It is characterized by risk, return, safety, liquidity, and tax benefits. The key aspects are committing funds for a future reward, an expectation of returns higher than realized returns due to uncertainty, and balancing risk and return based on one's objectives and capacity. Investment aims to maximize returns while minimizing risk through prudent analysis, whereas speculation takes greater risks seeking short-term capital gains.
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
A Project Report on - FINANCIAL PERFORMANCE OF LIC AND PRIVATE SECTOR LIFE...Karteek Chedadeepu
FINANCIAL PERFORMANCE OF LIC AND PRIVATE SECTOR LIFE INSURANCE COMPANIES IN INDIA
- A COMPARATIVE ANALYSIS USING CARAMEL MODEL..
This is my project report. I did my project on the financial performance of private and public sector of Life insurance companies India by using CARAMEL model.
This document contains a questionnaire about investors' preferences for investing in mutual funds. It asks about the types of investments preferred, factors considered while investing, experience investing in mutual funds including scheme details, features that attract investors to mutual funds, preferred mutual fund companies and sectors, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand investors' knowledge of and experience with mutual funds.
ICICI Securities is a subsidiary of ICICI Group and is one of India's largest securities firm. It offers services like investment banking, broking, wealth management, and financial product distribution. The company is led by MD and CEO Shilpa Kumar and has a presence in 66 Indian cities as well as international offices. ICICI Securities seeks to be a leading global bank through expanding services, contributing to markets, and creating value for stakeholders.
The document provides information about mutual funds in India, including their history and structure. It discusses how a mutual fund is a trust that pools money from investors and invests it in securities like stocks and bonds. It then summarizes the five phases of growth of the mutual fund industry in India from 1963 to 2003 and how regulations evolved. It also outlines the key constituents of mutual funds in India - sponsors, trustees, asset management companies and custodians - and their roles. Finally, it categorizes mutual fund types by structure, nature and investment objective.
Traditionally, wealth management services were the preserve for the very rich, which needed help to manage substantial sums of money. Wealth management is both an art and science. It involves understanding the investor very well.
However, the World Wide Web has opened up the world of financial management to a much wider audience and one doesn’t have to be a millionaire to take advantage of these sorts of services. Other than managing stocks and shares portfolio, wealth manager can also help the investors to pick and choose between different collective funds in which they may be interested. He can also help the investor in selecting from a range of wealth management plans, tailor-made to the needs and criteria of specific individuals.
A wealth manager should be able to help investors to unlock money in current investment in assets, continually monitoring the breadth and direction of the markets to make quicker adjustments in investment portfolio. Some wealth managers also provide online research tools, investment calculators and access to wealth management reports. Wealth management is all about managing investment returns and risks for well-endowed investors, both individual and institutions with investible funds. It requires the wealth manager to have in depth knowledge about financial markets, the instruments, the players, as well as the environment.
Thus project will study the Awareness of Wealth Management in Individuals
Comparative analysis of insurance market in india on hdfc-life-1-1Flex
This document is a project report submitted by Vivek Kumar to SavitriBai Phule Pune University for the degree of Master of Business Administration. The report is about life insurance and taxation in India, with a focus on HDFC Standard Life Insurance. It includes approval letters for the internship and project, a certificate confirming the original work, and declarations. It also provides acknowledgements, preface, index, and executive summary sections.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
Tat Capital is a corporate advisory firm focused on mid-market opportunities in India and Australia. They execute deals involving capital markets, cross-border transactions, and mergers and acquisitions. They also operate a family office platform and foreign exchange services. Tat Capital has a large distribution network of high-net-worth individuals, family offices, funds, and institutional investors. They have experience in equity and debt fundraising and mergers and acquisition deals over the past several years.
This document provides an overview and agenda for T. Rowe Price's investor day presentation. It begins with introductions from William Stromberg, the President and CEO. The agenda then covers product overviews, multi-asset investment capabilities, individual and retirement plan services, and U.S. intermediaries. It highlights T. Rowe Price's strong historical performance and growth across key metrics. The presentation aims to execute on a strategic plan to remain a premier active asset manager and global partner for retirement investors.
a study on retail investors perception towards mutual fund investmentniranjan k
This document is a project report submitted by Niranjana K to Mangalore University in partial fulfillment of the requirements for a Master's Degree in Business Administration. The report studies retail investors' perceptions towards mutual fund investment. It contains chapters on the introduction and background of the topic, research methodology, a profile of mutual funds, data analysis and interpretation of survey results, findings, suggestions and conclusions. The introduction discusses why people invest, different investment avenues like direct equity, equity and debt mutual funds, and the role of mutual funds in shaping the Indian economy.
A project report on overview of portfolio management in indiaProjects Kart
This document is a student project on portfolio management in India submitted to the University of Mumbai. It includes an introduction to portfolio management and Kotak Securities Ltd., as well as chapters on the meaning of portfolio management, methodology, basic concepts and components, types of portfolio management, persons involved, risk-return analysis, asset allocation, a primary survey, findings, and conclusions. The project provides an overview of portfolio management in India for a Bachelor's degree program.
A project report on overview of indian stock marketProjects Kart
The document provides an overview of the Indian stock market, including its history dating back nearly 200 years. It discusses the two major stock exchanges in India - the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE). It provides details on the establishment of NSE in 1992 to modernize Indian stock trading, and its role in reforming practices and increasing trading volumes through electronic trading and settlement methods. Trading at NSE includes both wholesale debt and capital markets.
hi friends....
this the slid show for motilal oswal financial services ltd. regarding presentation and introduction about the financial investment pattern.... that what customer want and needs, and what a investor can provide them.
The Risk and return analysis is important to equity shares investors in the share
market. The need of equity shares at the time of preliminary stage of company or
bank to raising fund for establish company and starting a business. The equity share
holder is an actual owner of company or bank.
The document discusses the history and development of insurance in India. It provides definitions of insurance and describes different types of insurance like life, health, automobile, fire insurance. It summarizes the key players in the insurance sector including LIC, private insurers, and the regulatory body IRDA. It also outlines the products offered by LIC and investment policies of insurance companies.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
The document discusses capital structure and dividend policy. It begins by defining capital structure as how a corporation finances its assets through equity, debt, or hybrid securities. It then discusses Modigliani-Miller's theorem which states that in a perfect market, a firm's capital structure does not affect its value. However, in the real world with taxes, bankruptcy costs, and asymmetric information, capital structure does matter. The document outlines various theories for capital structure including trade-off theory and pecking order theory. It also discusses dividend policy and different theories for how dividends may or may not affect firm value such as Gordon's model and Modigliani-Miller's irrelevance theory.
A STUDY ON RISK RETURN ANALYSIS OF SELECTED STOCKSShrikumar Gowda
This document summarizes a study on analyzing the risk and return of selected stocks. The objectives are to analyze risk and return, measure financial performance, and suggest potential stocks. Various tools are used to measure risk through standard deviation and beta values, and financial performance through ratios. Key findings include sectors like IT performing better than others, with TCS being more stable. The study helps investors pick stocks based on their risk appetite. Suggestions include watching the benchmark index, investing in consistently performing stocks, avoiding volatile stocks, and choosing high beta stocks depending on market conditions.
Discusses various risks involved in capital budgeting - useful to the students of under graduate, post graduate and professional course students in finance and management
Investment involves committing funds with the aim of achieving additional income or growth in value over time. It is characterized by risk, return, safety, liquidity, and tax benefits. The key aspects are committing funds for a future reward, an expectation of returns higher than realized returns due to uncertainty, and balancing risk and return based on one's objectives and capacity. Investment aims to maximize returns while minimizing risk through prudent analysis, whereas speculation takes greater risks seeking short-term capital gains.
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
A Project Report on - FINANCIAL PERFORMANCE OF LIC AND PRIVATE SECTOR LIFE...Karteek Chedadeepu
FINANCIAL PERFORMANCE OF LIC AND PRIVATE SECTOR LIFE INSURANCE COMPANIES IN INDIA
- A COMPARATIVE ANALYSIS USING CARAMEL MODEL..
This is my project report. I did my project on the financial performance of private and public sector of Life insurance companies India by using CARAMEL model.
This document contains a questionnaire about investors' preferences for investing in mutual funds. It asks about the types of investments preferred, factors considered while investing, experience investing in mutual funds including scheme details, features that attract investors to mutual funds, preferred mutual fund companies and sectors, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand investors' knowledge of and experience with mutual funds.
ICICI Securities is a subsidiary of ICICI Group and is one of India's largest securities firm. It offers services like investment banking, broking, wealth management, and financial product distribution. The company is led by MD and CEO Shilpa Kumar and has a presence in 66 Indian cities as well as international offices. ICICI Securities seeks to be a leading global bank through expanding services, contributing to markets, and creating value for stakeholders.
The document provides information about mutual funds in India, including their history and structure. It discusses how a mutual fund is a trust that pools money from investors and invests it in securities like stocks and bonds. It then summarizes the five phases of growth of the mutual fund industry in India from 1963 to 2003 and how regulations evolved. It also outlines the key constituents of mutual funds in India - sponsors, trustees, asset management companies and custodians - and their roles. Finally, it categorizes mutual fund types by structure, nature and investment objective.
Traditionally, wealth management services were the preserve for the very rich, which needed help to manage substantial sums of money. Wealth management is both an art and science. It involves understanding the investor very well.
However, the World Wide Web has opened up the world of financial management to a much wider audience and one doesn’t have to be a millionaire to take advantage of these sorts of services. Other than managing stocks and shares portfolio, wealth manager can also help the investors to pick and choose between different collective funds in which they may be interested. He can also help the investor in selecting from a range of wealth management plans, tailor-made to the needs and criteria of specific individuals.
A wealth manager should be able to help investors to unlock money in current investment in assets, continually monitoring the breadth and direction of the markets to make quicker adjustments in investment portfolio. Some wealth managers also provide online research tools, investment calculators and access to wealth management reports. Wealth management is all about managing investment returns and risks for well-endowed investors, both individual and institutions with investible funds. It requires the wealth manager to have in depth knowledge about financial markets, the instruments, the players, as well as the environment.
Thus project will study the Awareness of Wealth Management in Individuals
Comparative analysis of insurance market in india on hdfc-life-1-1Flex
This document is a project report submitted by Vivek Kumar to SavitriBai Phule Pune University for the degree of Master of Business Administration. The report is about life insurance and taxation in India, with a focus on HDFC Standard Life Insurance. It includes approval letters for the internship and project, a certificate confirming the original work, and declarations. It also provides acknowledgements, preface, index, and executive summary sections.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
Tat Capital is a corporate advisory firm focused on mid-market opportunities in India and Australia. They execute deals involving capital markets, cross-border transactions, and mergers and acquisitions. They also operate a family office platform and foreign exchange services. Tat Capital has a large distribution network of high-net-worth individuals, family offices, funds, and institutional investors. They have experience in equity and debt fundraising and mergers and acquisition deals over the past several years.
This document provides an overview and agenda for T. Rowe Price's investor day presentation. It begins with introductions from William Stromberg, the President and CEO. The agenda then covers product overviews, multi-asset investment capabilities, individual and retirement plan services, and U.S. intermediaries. It highlights T. Rowe Price's strong historical performance and growth across key metrics. The presentation aims to execute on a strategic plan to remain a premier active asset manager and global partner for retirement investors.
The 2010 Temasek Review, titled "Making a Difference", was launched in July 2010.
Structure
- Temasek Charter
- Year in Review
- From Our Chairman
- Portfolio Highlights
- Group Financial Summary
- Temasek Bonds
- Shaping Our Portfolio
- Shaping Our Institution
- Shaping Our Perspectives
- Building a Shared Future
- Major Portfolio Companies
- Our Contact Points
Visit www.temasekreview.com.sg for latest Temasek Review.
Follow @Temasek on Twitter at www.twitter.com/Temasek.
1. The document analyzes Invesco (IVZ), a large asset management company. It details IVZ's business segments, competitors, financial performance, and management.
2. The author recommends selling IVZ shares. While the asset management industry is growing, IVZ has been underperforming peers and losing assets under management. Competitors also offer lower fee products that could draw more customers.
3. Key risks to IVZ include its reliance on fees which make it vulnerable to macroeconomic shifts, high concentration in one ETF, and competitors lowering prices. However, rising interest rates and the growing ETF industry may provide opportunities.
The ICE Angels is a network of investors in New Zealand that has invested $48 million in over 75 startups since 2004. It connects investors with promising startups to facilitate funding. The ICE Angels provides support to startups through training, workshops, and international connections. Members include entrepreneurs, executives, and investors who collaborate to identify, review, and support high-potential startups.
DreamerTopia Investments seeks $1 million in initial funding to launch a private equity fund that will invest in small businesses in high-growth industries like technology, gold mining, and oil/gas. The fund will employ strategies like due diligence and target financially stable companies with strong management. It aims to provide 8% annual returns over 5 years by investing in domestic businesses to stimulate the economy and gain tax benefits. The management team is led by Donald Kernan, who has previous success launching businesses.
Legacy Education Alliance is a leading international provider of personal finance and business education. It operates globally with over 200 employees and has served over 2 million students from over 150 countries. Legacy Education's flagship brand is Rich Dad Education, based on the teachings of Robert Kiyosaki. The company generates revenue from workshops, seminars, conferences, and online/on-demand offerings. It has a portfolio of 10 brands and intends to continue growing through new brand development and expanding its global footprint.
Legacy Education Alliance is a leading international provider of personal finance and business education. It operates globally with around 200 employees and has served over 2 million students from over 150 countries. Legacy Education Alliance offers practical training on topics such as personal finance, entrepreneurship, real estate, and financial instruments through its portfolio of 10 brands, including its flagship Rich Dad Education brand which is based on the teachings of Robert Kiyosaki. The company generates the majority of its revenue from workshops, seminars, and online/on-demand offerings in the United States and has significant growth opportunities globally and in the expanding online education market.
The document contains forward-looking statements about the company's operations and financial performance. It discusses the company's global footprint with offices in 19 locations worldwide. The company focuses on M&A, restructuring, capital markets advisory and private funds advisory. It has 111 managing directors with over 20 years of experience on average. The company has experienced record growth in recent years and has opportunities for continued growth while maintaining a healthy balance sheet with no debt.
Nelson Obus of Wynnefield Capital, Inc. is an American businessman and hedge fund manager As an out-spoken critic of the SEC, Nelson Obus is the president of Wynnefield Capital, Inc., an employee-owned hedge fund, specializing in value stocks of small-cap companies.
Investing makes it possible for many of us to achieve important lifetime goals, such as retirement. That’s why we employ an investment approach based on almost nine decades of data, analysis and research, insights from behavioral finance and close relationships with leading academics. There are four key concepts which play a vital role in the construction and management of our portfolios. Together, they add up to a distinctive long-term, approach we call Asset Class, or evidence-based, Investing
The document is the 2010 annual report for Wentworth, Hauser and Violich (WHV), an investment counseling firm founded in 1937. In 2010, WHV had a good year financially, with assets under management increasing 20% to $15.22 billion and earnings increasing 30-36%. WHV also implemented a strategic plan developed with an outside consulting firm to help the firm expand in future years. Looking forward, WHV is well-positioned for continued growth, supported by a strong management team and distribution roadmap.
Savills is a leading global real estate services provider founded in 1855. It has over 19,000 employees in over 200 offices worldwide. Savills provides commercial, residential and agricultural property services across core areas including agency, investment, consultancy, property management, and financial services. The company has grown significantly through acquisitions and international expansion, and aims to become the real estate advisor of choice in chosen global markets.
We are big advocates of transparency at Seedcamp and understand first hand just how tough the fundraising process can be. It's not just startups who go through this but funds too. In the spirit of openness, we're sharing the deck we used to go out to investors for Seedcamp Fund IV.
Read more about our plans to invest in 100 new European startups with our biggest and boldest fund yet over on our blog: http://seedcamp.com/seedcamp-fund-iv-announcement/
Temasek Review 2011 - Building for TomorrowTemasek
The 2011 Temasek Review, titled "Building for Tomorrow", was launched in July 2011.
Structure
- Temasek Charter
- Year in Review
- From Our Chairman
- Portfolio Highlights
- Group Financial Summary
- Financing Framework
- Shaping Our Portfolio
- Shaping Our Institution
- Shaping Our Perspectives
- Shaping Our Community Support
- Major Portfolio Companies
- Our Contact Points
Visit www.temasekreview.com.sg for latest Temasek Review.
Follow @Temasek on Twitter at www.twitter.com/Temasek.
Alternate investments - Other Asset classesBFSI academy
This document discusses various types of alternative investments that can be used to diversify an investment portfolio beyond traditional stocks and bonds. It describes private equity, real estate, commodities, and art/antiques as common alternative investment classes. For each class, it provides details on investment vehicles, strategies, and limitations to consider. Private equity is structured through limited partnerships that invest capital over fund life cycles. Real estate exposure can come through direct property purchases, real estate funds, or real estate investment trusts. Commodities can be invested in physically or through commodity derivatives.
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
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2. Overview
Invesco is independent investment management firm dedicated to delivering an investment
experience that helps people more out of life.
It is global company founded in 1935 as H.Lotery & Co.
Its regional offices are in 25 countries, which serves more than 150 countries.
Manages more than $945.4 Billion in assets for clients.
More than 7000 employees.
Invesco operates under Invesco,Trimark,Invesco perpetual,WL Ross, Powershares brand
names.
3. Why Mountain as it’s logo?
Mountain Ama Dablam.
A beacon and aspiration.
Represents the virtues that embrace as a company-
strength, stability & Lonevity.
4. Company Profile
Sector : Service Sector
Company Information
Corporate Headquarters
Invesco Ltd.
Two Peachtree Pointe
1555 Peachtree Street, N.E., Suite 1800
Atlanta,United States GA 30309
Phone: (404) 479-1095
Email: contactus@invesco.com
5. Listing Details
Listed in New York Stock Exchange ( NYSE)
NYSE code – IVZ
Share value – $30.8 USD
Market capital - $13.48 Billion
Shares Outstanding – 407.08 Million.
6. 1935 – founded as H.Lotery& Co
1978 - INVESCO(all caps) created in Atlanta .
1988 - INVESCO was purchased by Brittannia Arrow, which later took name INVESCO.
1997 - INVESCO merged with AIM investments and adopted name Amvescap.
Since 2000 it acquired ETF firm powershares capital management & WL Ross&Co.
2007 - changed its names to Invesco PLC & moved its primary stock market listing from
the London stock exchange to the NYSE .
2007 moved head quarters from London to Atlanta.
2009 - Invesco Aim bought Morgan Stanley Retail units including Van kampen investment for
$1.5 billion.
2010 - Invesco Aim became Invesco.
2017 - Invesco agreed to buy Guggenheim investment exchange traded fund business for $1.2
Billion in cash.
9. Executive Members of the Board
Martin .L.F lanagan
(Chief executive officer)Loren Michael Starr
(Chief financial officer)
Michael Carome
(Company Secretary)
17. Chairman’s Message
Dear Fellow Invesco Shareholders,
First and foremost, let me express my sincere appreciation for your continued support as
Invesco shareholders. Our Board of Directors, senior leadership and employees worldwide are
committed to further strengthening our global firm and providing a high level of value to you,
our shareholders
Invesco is one of the world’s leading independent investment management organizations. We
are dedicated to delivering an investment experience that helps people get more out of life. to
achieve this, we are sharply focused on managing a comprehensive range of active,passive
and alternative investment capabilities that help clients meet their investment objectives. For
decades, individuals and institutions have viewed our organization as a trusted partner for a
broad range of investment needs.
18. Chairman’s Message
For the year ahead, we will continue to invest in the business and work to strengthen our
competitive position by:
Strong, long-term investment performance, and an investment culture that is focused on
achieving clients’ desired outcomes.
A comprehensive range of distinctive investment capabilities delivered through a diverse
set of investment vehicles that are fully aligned with client needs.
Deep and stable investment teams in local markets across the globe with discrete investment
perspectives and experience across diverse market cycles.
A leadership team focused on running the firm effectively and efficiently, continually
reinvesting in the business to meet client needs over the long term.
All of this — and the combined efforts of our highly collaborative teams across Invesco in 2018
put us in a very strong competitive position and will help us continue to deliver value to our
clients and our shareholders in the years ahead. We look forward to the future with confidence,
and thank you again for your investment in Invesco.
19. SWOT Analysis
Strengths
Global presence
Varied product portfolio
Weakness
Increasing rates of interests.
Intense competition
limited margins
Opportunities Threats
Newer products and services
Strengthening global foothold
Expansion into newer territories and
more marketing
External business risks
Fluctuations in global economy
20. STP
USP - Global investing advisor
Segment Target Positioning
Households and Firms Households and firms in
need of financial services
Helping investors world
wide to achieve their
financial objectives.
21. Corporate Social Responsibility
As a global investment management firm, Invesco has a responsibility to help sustain a
healthy, clean environment for future generations
Giving back to our communities
Recyling paper & other wastes
Reduction in consumption of natural resources
84.3% of Invesco’s offices are ISO 14001 registered
Encouraging planting saplings through Invesco care and Green teams
Charitable contributions are focused on Children, Women, & Minority education
inititatives &also on terminal illnesses,disabilities , living in poverty.
22. Awards
Invesco Canada Award for the life time achievement in industry-2017
Investor of the Year Award to IRE – Euro Build Awards 2017
Best Investment Fund Provider- Investment Life & Pensions
Moneyfacts Awards 2017
Equity Emerging Markets Global 5 year category - Lipper Fund Awards 2017
Best Multi-Asset Group -Professional Adviser Awards 2016
Best Investment Fund Group -Money Marketing Financial Services Awards
2015