Basic & very brief talking point overview of hedge funds (created by Kingdom Ridge Capital) for a somewhat advanced audience (say college students) that are interested in a quick primer on hedge funds.
Delivered this presentation in my office with an objective to disseminate the domain knowledge of Hedge Funds to our India as well as US team and higher management. It helped them in gearing up better as consultants to better deal with our clients hailing from Hedge Funds Industry.
I hope it helps you too.
Hedge funds are private investment vehicles that aim to generate absolute returns regardless of market conditions. The hedge fund industry has grown significantly from $39 billion in AUM in 1990 to $2.5 trillion in 2013. Most hedge fund investors are large institutions that allocate a portion of their portfolio to hedge funds to reduce volatility and enhance returns. There are over 10,000 hedge funds employing a variety of strategies such as long/short equity, event driven, macro, and relative value. Top performing hedge fund managers have generated annual returns upwards of 20-30% over long periods of time.
- FTJ FundChoice is a mutual fund investment platform established in 2001 and based in Cincinnati, Ohio that provides access to over 1500 funds from over 90 fund families.
- It offers both non-retirement and retirement account types and services over 1000 financial advisors and 20,000 accounts.
- FTJ FundChoice adds value at each step of the investment process including financial analysis, investment policy development, portfolio strategist and manager selection, portfolio monitoring, and performance reporting.
Hedge funds typically operate as limited partnerships between investors and fund managers. The fund manager determines investment strategies and makes decisions while also investing personal capital. Investors include accredited individuals and institutions. Hedge funds employ service providers like prime brokers, auditors, and lawyers. Fees include annual management fees of 1-2% of assets as well as performance fees if the fund exceeds a high-water mark.
The document summarizes the key topics covered in a textbook on portfolio management. It discusses the six steps of portfolio management: learning principles of finance, setting objectives, formulating an investment strategy, having a plan for revisions, evaluating performance, and protecting the portfolio. It also outlines the four parts of the textbook: background/principles, portfolio construction, portfolio management, and protection/contemporary issues. Key concepts discussed include risk management, diversification, and balancing return with risk.
This document provides an overview of key topics related to the taxation of hedge funds, including:
1) Definitions of hedge funds and how they differ from mutual funds in terms of diversification requirements, qualifying income rules, and minimum investments.
2) Common hedge fund investment strategies like equity long/short, short selling, and various arbitrage strategies.
3) Forms of entity structure for hedge funds and how this impacts tax treatment, including partnerships, LLCs, and offshore corporations.
4) Compensation structures for hedge fund managers including asset-based fees and incentive-based carried interest.
Delivered this presentation in my office with an objective to disseminate the domain knowledge of Hedge Funds to our India as well as US team and higher management. It helped them in gearing up better as consultants to better deal with our clients hailing from Hedge Funds Industry.
I hope it helps you too.
Hedge funds are private investment vehicles that aim to generate absolute returns regardless of market conditions. The hedge fund industry has grown significantly from $39 billion in AUM in 1990 to $2.5 trillion in 2013. Most hedge fund investors are large institutions that allocate a portion of their portfolio to hedge funds to reduce volatility and enhance returns. There are over 10,000 hedge funds employing a variety of strategies such as long/short equity, event driven, macro, and relative value. Top performing hedge fund managers have generated annual returns upwards of 20-30% over long periods of time.
- FTJ FundChoice is a mutual fund investment platform established in 2001 and based in Cincinnati, Ohio that provides access to over 1500 funds from over 90 fund families.
- It offers both non-retirement and retirement account types and services over 1000 financial advisors and 20,000 accounts.
- FTJ FundChoice adds value at each step of the investment process including financial analysis, investment policy development, portfolio strategist and manager selection, portfolio monitoring, and performance reporting.
Hedge funds typically operate as limited partnerships between investors and fund managers. The fund manager determines investment strategies and makes decisions while also investing personal capital. Investors include accredited individuals and institutions. Hedge funds employ service providers like prime brokers, auditors, and lawyers. Fees include annual management fees of 1-2% of assets as well as performance fees if the fund exceeds a high-water mark.
The document summarizes the key topics covered in a textbook on portfolio management. It discusses the six steps of portfolio management: learning principles of finance, setting objectives, formulating an investment strategy, having a plan for revisions, evaluating performance, and protecting the portfolio. It also outlines the four parts of the textbook: background/principles, portfolio construction, portfolio management, and protection/contemporary issues. Key concepts discussed include risk management, diversification, and balancing return with risk.
This document provides an overview of key topics related to the taxation of hedge funds, including:
1) Definitions of hedge funds and how they differ from mutual funds in terms of diversification requirements, qualifying income rules, and minimum investments.
2) Common hedge fund investment strategies like equity long/short, short selling, and various arbitrage strategies.
3) Forms of entity structure for hedge funds and how this impacts tax treatment, including partnerships, LLCs, and offshore corporations.
4) Compensation structures for hedge fund managers including asset-based fees and incentive-based carried interest.
This PPt contains Basic information of Mutual Funds, Types of Mutual funds and Advantages & Disadvantages of Mutual Funds. After Reading this u will get Basic information on mutual Funds. For More Information visit : http://www.bankbazaar.com/mutual-funds.html
This document provides an introduction to hedge funds and their relationship to mergers and acquisitions (M&A). It defines hedge funds as privately managed investment vehicles that can invest in a variety of assets and employ various strategies to generate returns. The document notes that hedge funds are involved in leveraged buyouts and provide debt financing for these deals. It highlights advantages hedge funds have in terms of leverage, investment choices, and regulatory requirements. The document also contrasts hedge funds with mutual funds and describes common hedge fund investment strategies and fees. It provides an overview of merger arbitrage as a strategy that aims to profit from inefficiencies in merger deal pricing.
The law firm's investment management practice represents a full range of U.S. domestic and non-U.S. clients
in all aspects of their organization and operations. Our clients include start-up investment managers/advisers and
investment funds, seasoned private equity and venture capital professionals and established/industry-recognized investment companies and institutions.
Portfolio refers to a collection of investments held by an individual or institution. Portfolio management is the professional management of these securities and assets to meet investment goals. The portfolio management process involves creating an investment policy statement detailing goals and constraints, developing an investment strategy based on this, implementing the strategy by investing in assets, and monitoring the portfolio and updating the strategy over time as needs and markets change.
The document outlines the process of portfolio management over 6 steps: 1) Learn basic finance principles 2) Set objectives 3) Formulate strategy 4) Plan for revisions 5) Evaluate performance 6) Protect the portfolio. It discusses traditional investments like security analysis and portfolio construction. Portfolio management aims to reduce risk rather than increase returns. The manager's job is to create the best collection for each client per their unique needs within the constraints of the investment policy statement.
Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
The document discusses portfolio management. It defines a portfolio as a collection of financial investments like stocks, bonds, cash, and other assets. It notes that portfolios typically contain stocks, bonds, and cash, but can also include other assets like real estate, art, and private investments. The document discusses that portfolios can be self-managed or professionally managed. It also discusses the importance of diversification in portfolio management to reduce risk. Finally, it outlines the main types of portfolio management as discretionary, non-discretionary, active, and passive.
The document discusses various tax considerations for hedge funds related to capital contributions, capital withdrawals, and the treatment of partners as investors, traders or dealers. It covers the tax treatment of contributions under section 721, distributions under section 731, mandatory basis adjustments under sections 734 and 743, and the key distinctions between traders, dealers and investors.
A mutual fund is an investment vehicle that pools money from investors and invests it in stocks, bonds, and other securities. Investors receive ownership shares called units that are proportional to their investment. Mutual funds offer investors professional management, diversification, low costs, liquidity, and transparency. There are various types of mutual fund schemes categorized by structure, investment objectives, and other factors to cater to different investor needs and risk tolerances.
Mutual funds allow individual investors to pool their money together into a professionally managed investment portfolio consisting of stocks, bonds, and other securities. The main benefits of mutual funds include diversification of risk, professional management, low minimum investment amounts, and various investment options to suit different goals and risk tolerances. However, mutual funds also come with costs and risks such as potential loss of principal and lack of guaranteed returns.
Portfolio Management, Active, Passive, Discretionary Portfolio management services and Non-Discretionary Portfolio management services
OBJECTIVES OF PORTFOLIO MANAGEMENT:
Stable Current Return
Marketability
Tax Planning
Appreciation in the value of capital
Liquidity
Safety of the investment
The document outlines the process of portfolio management across four parts. It discusses establishing investment objectives and policies, constructing a portfolio using diversification and asset allocation strategies, maintaining the portfolio through active or passive management, and protecting it through hedging strategies and derivatives. Performance is evaluated based on return and risk metrics to ensure objectives are met. Fiduciary duties require managers to act in clients' best interests when overseeing their money and investments. The portfolio process aims to balance risks and returns through various economic conditions.
Alternate grp project hedge funds in india Saurabh Mittra
HEDGE FUNDS IN INDIA, SCOPE OF HEDGE FUND, PRESENT SCENARIO, STRATEGIES OF HEDGE FUNDS, OVERVIEW OF HEDGE FUND, FEES STRUCTURE OF FUNDS, PERFORMANCES OF LOCAL AND FOREIGN FUNDS, ASSET UNDER MANAGEMENT DATA
A presentation that Andreas and my self (Jacques) presented on behalf of the Financial Services Board both in Cape Town and Pretoria as well as the University of Stellenbosch
Hedge funds (The Indian Context and the Regulatory Framework)Sham Chandak
This presentation in a broad sense gives an idea about the hedge funds, their objectives, their participants, their evolution. It talks about how India attracts the eye of Hedge Fund managers world wide. The growth potential in India as an emerging economy. The various types of Hedge Funds and the strategies implemented. The indices which track Hedge Fund performances around the globe. Some empirical findings about the absolute returns generated by hedge funds. The regulatory framework in India for Hedge Funds as a part of Alternative Investment Funds as guided by SEBI
This document analyzes hedge fund strategies in India. It discusses what hedge funds are and their investment approaches. Several hedge fund strategies are evaluated based on their returns from 2006-2010 using the Hedge Fund Research Index and Dow Jones Credit Suisse indices. Merger arbitrage and market directional strategies performed best according to the HFRX index, while emerging markets and managed futures strategies led in the Dow Jones index. Convertible arbitrage ranked lowest in both indices. Indian hedge funds saw strong growth and returns improved in 2010.
A mutual fund pools the savings of investors and invests in a diversified portfolio. It is mutual as all returns, minus expenses, are shared among investors. A mutual fund is established as a trust that raises money through the sale of units. It is organized with a sponsor, trustee board, asset management company, custodian, and registrar. The sponsor forms the trust and appoints these entities to manage the fund's assets and operations on behalf of the unit holders. Mutual funds provide investors professional management, diversification, and other benefits.
Hedge funds are like mutual funds in some ways. Investment professionals in a hedge fund pool in money from investors to be managed - exactly like the mutual funds do. And, subject to some minor restrictions, investors in hedge funds can withdraw their money as they can in a mutual fund. Nothing else is similar.
This educational resource details the traditional calculation method that hedge funds use for their assets under management. It also explains the new method of calculation used by the Securities and Exchange Commission, called Regulatory Assets Under Management (RAUM).
Hedging is an investment strategy used to reduce risk by taking an offsetting position in a related security. Farmers were the first "hedgers" by selling crops or cattle at a future price to lock in profits and reduce exposure to market fluctuations. Hedge funds aim to reduce volatility and risk while delivering positive returns in all markets through strategies like long-short funds that take both long and short positions, and market-neutral funds that hedge against general market movements. Hedge funds differ from mutual funds in their performance evaluation, level of regulation, manager compensation structure, ability to protect portfolios, and independence from market direction.
This PPt contains Basic information of Mutual Funds, Types of Mutual funds and Advantages & Disadvantages of Mutual Funds. After Reading this u will get Basic information on mutual Funds. For More Information visit : http://www.bankbazaar.com/mutual-funds.html
This document provides an introduction to hedge funds and their relationship to mergers and acquisitions (M&A). It defines hedge funds as privately managed investment vehicles that can invest in a variety of assets and employ various strategies to generate returns. The document notes that hedge funds are involved in leveraged buyouts and provide debt financing for these deals. It highlights advantages hedge funds have in terms of leverage, investment choices, and regulatory requirements. The document also contrasts hedge funds with mutual funds and describes common hedge fund investment strategies and fees. It provides an overview of merger arbitrage as a strategy that aims to profit from inefficiencies in merger deal pricing.
The law firm's investment management practice represents a full range of U.S. domestic and non-U.S. clients
in all aspects of their organization and operations. Our clients include start-up investment managers/advisers and
investment funds, seasoned private equity and venture capital professionals and established/industry-recognized investment companies and institutions.
Portfolio refers to a collection of investments held by an individual or institution. Portfolio management is the professional management of these securities and assets to meet investment goals. The portfolio management process involves creating an investment policy statement detailing goals and constraints, developing an investment strategy based on this, implementing the strategy by investing in assets, and monitoring the portfolio and updating the strategy over time as needs and markets change.
The document outlines the process of portfolio management over 6 steps: 1) Learn basic finance principles 2) Set objectives 3) Formulate strategy 4) Plan for revisions 5) Evaluate performance 6) Protect the portfolio. It discusses traditional investments like security analysis and portfolio construction. Portfolio management aims to reduce risk rather than increase returns. The manager's job is to create the best collection for each client per their unique needs within the constraints of the investment policy statement.
Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
The document discusses portfolio management. It defines a portfolio as a collection of financial investments like stocks, bonds, cash, and other assets. It notes that portfolios typically contain stocks, bonds, and cash, but can also include other assets like real estate, art, and private investments. The document discusses that portfolios can be self-managed or professionally managed. It also discusses the importance of diversification in portfolio management to reduce risk. Finally, it outlines the main types of portfolio management as discretionary, non-discretionary, active, and passive.
The document discusses various tax considerations for hedge funds related to capital contributions, capital withdrawals, and the treatment of partners as investors, traders or dealers. It covers the tax treatment of contributions under section 721, distributions under section 731, mandatory basis adjustments under sections 734 and 743, and the key distinctions between traders, dealers and investors.
A mutual fund is an investment vehicle that pools money from investors and invests it in stocks, bonds, and other securities. Investors receive ownership shares called units that are proportional to their investment. Mutual funds offer investors professional management, diversification, low costs, liquidity, and transparency. There are various types of mutual fund schemes categorized by structure, investment objectives, and other factors to cater to different investor needs and risk tolerances.
Mutual funds allow individual investors to pool their money together into a professionally managed investment portfolio consisting of stocks, bonds, and other securities. The main benefits of mutual funds include diversification of risk, professional management, low minimum investment amounts, and various investment options to suit different goals and risk tolerances. However, mutual funds also come with costs and risks such as potential loss of principal and lack of guaranteed returns.
Portfolio Management, Active, Passive, Discretionary Portfolio management services and Non-Discretionary Portfolio management services
OBJECTIVES OF PORTFOLIO MANAGEMENT:
Stable Current Return
Marketability
Tax Planning
Appreciation in the value of capital
Liquidity
Safety of the investment
The document outlines the process of portfolio management across four parts. It discusses establishing investment objectives and policies, constructing a portfolio using diversification and asset allocation strategies, maintaining the portfolio through active or passive management, and protecting it through hedging strategies and derivatives. Performance is evaluated based on return and risk metrics to ensure objectives are met. Fiduciary duties require managers to act in clients' best interests when overseeing their money and investments. The portfolio process aims to balance risks and returns through various economic conditions.
Alternate grp project hedge funds in india Saurabh Mittra
HEDGE FUNDS IN INDIA, SCOPE OF HEDGE FUND, PRESENT SCENARIO, STRATEGIES OF HEDGE FUNDS, OVERVIEW OF HEDGE FUND, FEES STRUCTURE OF FUNDS, PERFORMANCES OF LOCAL AND FOREIGN FUNDS, ASSET UNDER MANAGEMENT DATA
A presentation that Andreas and my self (Jacques) presented on behalf of the Financial Services Board both in Cape Town and Pretoria as well as the University of Stellenbosch
Hedge funds (The Indian Context and the Regulatory Framework)Sham Chandak
This presentation in a broad sense gives an idea about the hedge funds, their objectives, their participants, their evolution. It talks about how India attracts the eye of Hedge Fund managers world wide. The growth potential in India as an emerging economy. The various types of Hedge Funds and the strategies implemented. The indices which track Hedge Fund performances around the globe. Some empirical findings about the absolute returns generated by hedge funds. The regulatory framework in India for Hedge Funds as a part of Alternative Investment Funds as guided by SEBI
This document analyzes hedge fund strategies in India. It discusses what hedge funds are and their investment approaches. Several hedge fund strategies are evaluated based on their returns from 2006-2010 using the Hedge Fund Research Index and Dow Jones Credit Suisse indices. Merger arbitrage and market directional strategies performed best according to the HFRX index, while emerging markets and managed futures strategies led in the Dow Jones index. Convertible arbitrage ranked lowest in both indices. Indian hedge funds saw strong growth and returns improved in 2010.
A mutual fund pools the savings of investors and invests in a diversified portfolio. It is mutual as all returns, minus expenses, are shared among investors. A mutual fund is established as a trust that raises money through the sale of units. It is organized with a sponsor, trustee board, asset management company, custodian, and registrar. The sponsor forms the trust and appoints these entities to manage the fund's assets and operations on behalf of the unit holders. Mutual funds provide investors professional management, diversification, and other benefits.
Hedge funds are like mutual funds in some ways. Investment professionals in a hedge fund pool in money from investors to be managed - exactly like the mutual funds do. And, subject to some minor restrictions, investors in hedge funds can withdraw their money as they can in a mutual fund. Nothing else is similar.
This educational resource details the traditional calculation method that hedge funds use for their assets under management. It also explains the new method of calculation used by the Securities and Exchange Commission, called Regulatory Assets Under Management (RAUM).
Hedging is an investment strategy used to reduce risk by taking an offsetting position in a related security. Farmers were the first "hedgers" by selling crops or cattle at a future price to lock in profits and reduce exposure to market fluctuations. Hedge funds aim to reduce volatility and risk while delivering positive returns in all markets through strategies like long-short funds that take both long and short positions, and market-neutral funds that hedge against general market movements. Hedge funds differ from mutual funds in their performance evaluation, level of regulation, manager compensation structure, ability to protect portfolios, and independence from market direction.
El documento discute los vientres de alquiler, definidos como cuando una mujer acuerda llevar el embrión de otra persona o pareja para dar a luz. A favor argumentan que ayuda a personas con problemas de salud y permite formar una familia, mientras que en contra señalan riesgos para la madre y los bebés. Los problemas incluyen tráfico de personas, hasta 7 donantes involucrados, y tratar a los bebés como mercancía. En España los vientres de alquiler son ilegales según la ley de reproducción asistida.
Flora Sobeya's curriculum vitae provides her personal and contact details, including her date of birth, nationality, languages spoken, and qualifications. She has several years of experience in IT roles, including currently working as an IT programmer for the Ministry of Health since 2015. Her educational background includes an Associate Degree in Business IT from Limkokwing University from 2008 to 2011. She also lists her computer and communication skills as well as her career goals of seeking a position with more responsibility and socio-economic activities.
Este documento define el almacenamiento remoto como una forma de ampliar el espacio de almacenamiento en un servidor mediante el uso de cintas o discos magnético-ópticos externos. Explica algunas ventajas como realizar copias de seguridad automáticas y acceder a la información desde cualquier lugar con internet. También menciona algunos servicios gratuitos de almacenamiento en la nube como Dropbox, Spideroak e Idrive. Finalmente, señala que el almacenamiento remoto es útil en psicología para facilitar el uso de her
Pallavi N seeks a position utilizing her skills and abilities allowing professional growth. She has a B.Sc in chemistry from Yuvaraja's College, Mysore with 80% and an M.Sc in General Chemistry from Maharani's Science College for Women, Mysore with a 7.7 GPA. Currently she works as a QC Chemist at S3V Vascular Technologies analyzing raw materials, processes, and finished products using HPLC. Her responsibilities include document preparation, equipment qualification, and ensuring quality requirements are met. She has basic knowledge of laboratory equipment and is proficient in MS Office.
Este documento presenta estadísticas sobre los trabajadores agrícolas en México con motivo del Día del Trabajador Agrícola el 15 de mayo. Señala que hay 5.5 millones de personas ocupadas en la agricultura, de las cuales el 56% son agricultores y el 44% son trabajadores agrícolas de apoyo. La mayoría de los trabajadores agrícolas se encuentran en los estados de Chiapas, Guerrero, Michoacán, Oaxaca, Puebla y Veracruz.
Nicole Linden has worked in administration roles for various companies since 2012. She has a BA in Psychology and Criminology from Varsity College. Her current role is as an Admin Clerk at Wakefield's Real Estate Agency where she creates advertising materials and drafts legal documents. In her free time, she enjoys horse riding, dog training, hiking and volunteering for animal welfare causes. She has organized several fundraising events related to her interests.
El documento describe el proceso de atención de enfermería, que incluye la valoración del paciente, la identificación de sus 14 necesidades básicas según Virginia Henderson, la planificación de cuidados para el paciente, y la administración correcta de medicamentos siguiendo los 5 pasos correctos. El proceso de atención de enfermería ayuda a los enfermeros a planificar, implementar y evaluar los cuidados necesarios para restablecer la salud del paciente.
Hedge funds are lightly regulated investment vehicles that may use various investment techniques to generate higher returns than conventional investments. They have reduced regulatory oversight, pursue more aggressive strategies such as short selling and leverage, and charge performance fees. A hedge fund is typically structured as a limited partnership and involves a manager who invests alongside other limited partners with the help of service providers like a prime broker, administrator, auditors, and legal counsel.
Kotak Mutual Fund is a leading mutual fund provider in India that is a subsidiary of Kotak Mahindra Bank. It offers a variety of equity, debt, balanced, and other funds that invest across different asset classes and sectors. The document discusses Kotak Mutual Fund's history, products, competitors, strengths such as size and performance, weaknesses such as manager changes, opportunities like emerging markets, and threats such as rising interest rates. It also covers the advantages of diversification and professional management that mutual funds provide investors.
This document provides an overview of wealth management strategies for affluent investors, focusing on hedge funds and private equity. It discusses what hedge funds and private equity are, common characteristics and strategies, manager incentive structures, historical returns, and implementation considerations. It also reviews endowment models, summarizing historical investment returns and asset allocations of Yale and Harvard University endowments. Finally, it compares different methods of investing and five key considerations for selecting investment types - management, taxation, costs, control, and liquidity.
Private equity involves investing in companies that are not publicly traded, with the goal of improving financial performance and selling at a profit. There are various private equity strategies based on a company's stage of development, including venture capital for early stage companies, growth capital for fast-growing firms, buyouts of mature companies, and distressed debt investments in struggling firms. While high risk, private equity aims to generate above-average returns. Most exits are trade sales to other companies in the same industry, rather than initial public offerings. Private equity requires active involvement to create value through specialization, flexibility, and strong performance incentives.
The document discusses various types of financial assets for investment purposes. It outlines four main asset classes - equity, debt, alternative assets, and cash - and provides examples of how to invest in each one. For equity, the document describes direct equity investments, mutual funds, portfolio management services (PMS), and structured products. It also provides details on investing in stocks, mutual funds, exchange traded funds, and other equity-related investment options.
A mutual fund pools money from many investors and invests it in stocks, bonds, and other securities. It is managed by a fund manager who selects the investments to create a diversified portfolio. Each investor owns shares or units of the portfolio rather than directly owning the securities. Mutual funds provide advantages like professional investment management, diversification, liquidity, and low costs. They allow individuals to invest in a wide range of assets and earn returns.
- Early stage financing is the fifth of five key elements of startup success and involves obtaining funding from sources like venture capital.
- Venture capital involves investors providing funds to startups in exchange for equity, with the goal of a high return on investment within a few years, typically through acquisition or IPO. It is best for opportunities that require large amounts of cash but the startup must have a clear path to an "exit."
- When considering venture capital, founders should understand what types of companies typically receive funding, evaluate their strengths on the five factors of startup success, and seek outside advice to improve their chances.
Mutual funds pool money from many investors and invest it in stocks, bonds, and other securities. They are professionally managed collective investment schemes. In India, there are over 1000 mutual fund schemes from 44 companies with over Rs. 5 lakh crore in assets under management. Mutual funds have a sponsor, trustees to ensure rules are followed, and an asset management company that does the investing. They offer various types of funds across equity, debt, and hybrid categories for different investment needs and risk appetites.
A dissertation on mutual fund and investor’s behaviourProjects Kart
This document is a dissertation on mutual funds and investor behavior submitted for a post graduate diploma in management. It discusses the classification of mutual fund schemes according to their objectives and evaluates their performance using net asset value. It also includes a questionnaire to understand consumer behavior towards mutual funds. The dissertation acknowledges the guidance provided by the author's faculty guide. It contains an abstract, table of contents and sections on the introduction to mutual funds, the mutual fund industry, performance measures, the investor's point of view, analysis and conclusions.
Mutual funds are investment vehicles that pool money from many investors and invest it in a portfolio of stocks, bonds, and other securities. There are several types of mutual funds including money market funds, fixed income funds, equity funds, balanced funds, index funds, and specialty funds. Some benefits of investing in mutual funds include professional management, investment diversification, and liquidity. However, mutual funds also have disadvantages such as management fees, loss of control over investments, and potential for poor performance compared to market indexes.
This document provides an overview of mutual funds and investing options in India. It discusses key concepts like inflation, asset allocation, and the benefits of mutual funds compared to other investment options. It then describes the different types of mutual fund schemes including equity, debt, hybrid, solution-oriented, and other categories. Specific fund types like index funds, ETFs, and international funds are also explained. The document aims to educate investors on mutual fund basics and determining the right funds and investment strategies based on their goals and risk tolerance.
This document discusses various hedging strategies for both long-term investors and traders. It defines hedging as protecting a stock portfolio by minimizing downside risk through offsetting losses with opposite positions. For long-term investors, it recommends hedging by diversifying across sectors, knowing a portfolio's beta and weightage compared to the overall market, and continuing SIPs. Hedging strategies for traders include buying puts, selling calls, and selling futures, each with their own advantages and disadvantages. The document emphasizes that hedging is primarily for insurance against losses rather than earning profits.
Top Ten Mutual Funds fl.pptx OF INDIA BYphotolabjsd
The document provides information about top performing mutual funds in India over the last ten years. It discusses the investment philosophy, portfolio composition, and management of some of the top funds such as Nippon India Small Cap Fund, Mirae Asset Emerging Bluechip Fund, and Quant Small Cap Fund. These funds have outperformed due to their focus on small/mid-cap stocks, experienced fund managers, and diversified portfolios. The document also lists the top ten mutual funds by 10-year returns, led by Nippon India Small Cap Fund at 36.43% returns.
1) A mutual fund is a pool of money belonging to a group of investors that is invested by a professional fund manager on behalf of the group. Each investor owns shares that represent a portion of the fund's holdings.
2) Investors can make money from mutual funds through income from dividends and interest, capital gains if securities increase in price and are sold, or from share price appreciation if holdings increase in value.
3) Mutual funds provide diversification, professional management, low minimum investments, liquidity and transparency but also have costs, potential tax implications, and risks depending on the type of fund.
The document provides an overview of mutual funds, including:
- What a mutual fund is and how it pools money from investors to invest according to its objectives. Investments are held in trust for the benefit of investors.
- The organization of mutual funds in India, including fund sponsors, trustees, asset management companies, custodians, and registrars.
- The different types of mutual funds based on structure (open-ended, closed-ended, interval), investment objectives (debt, equity, hybrid), and investment style (passive, active).
- The objectives of mutual funds including safety of capital, income generation, and growth.
- The advantages of mutual funds like professional management, dividend
This document provides an overview of mutual funds, including their key concepts, roles, how they operate, types of funds, legal structure in India, and distribution channels. The main points are:
- A mutual fund pools money from investors and invests it in stocks, bonds and other securities, with the fund managed by a professional on behalf of investors.
- Mutual funds assist investors in earning income, provide diversification, and help raise money for governments and companies through investments.
- The legal structure of mutual funds in India involves a trust with sponsors, trustees, an asset management company, custodian and registrar & transfer agent. Key documents include SID, SAI and KIM.
This document discusses mutual funds and other managed investments. It defines mutual funds as investment vehicles that pool money from shareholders to invest in a portfolio of stocks, bonds, and other securities. The document outlines how mutual fund performance is measured by changes in their net asset value per share. It also describes the various fees and expenses associated with mutual funds and factors investors should consider, such as loads, management fees, and portfolio turnover. The document compares mutual funds to other investment vehicles like closed-end funds, exchange-traded funds, and variable annuities.
This document discusses capital markets, portfolio analysis, and portfolio management. It provides information on:
1) The role of capital markets in facilitating capital formation and linking entities with fund deficits to those with fund surpluses.
2) What a portfolio is and the basic steps of portfolio management including setting objectives, formulating strategies, and performance evaluation.
3) Components of capital markets like the primary and secondary markets. Secondary market products include shares, bonds, and other instruments.
4) Different equity investment styles like value, growth, and momentum investing.
5) Key concepts in capital markets like book building, bid and ask prices, products traded in secondary markets, and risks.
6
Similar to Kingdom Ridge Capital's Hedge Fund Overview (20)
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
An accounting information system (AIS) refers to tools and systems designed for the collection and display of accounting information so accountants and executives can make informed decisions.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy VisaAmit Kakkar
Discover essential details about Thailand's recent visa policy changes, tailored for tourists and students. Amit Kakkar Easy Visa provides a comprehensive overview of new requirements, application processes, and tips to ensure a smooth transition for all travelers.
Discover the Future of Dogecoin with Our Comprehensive Guidance36 Crypto
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
Enhancing Asset Quality: Strategies for Financial Institutionsshruti1menon2
Ensuring robust asset quality is not just a mere aspect but a critical cornerstone for the stability and success of financial institutions worldwide. It serves as the bedrock upon which profitability is built and investor confidence is sustained. Therefore, in this presentation, we delve into a comprehensive exploration of strategies that can aid financial institutions in achieving and maintaining superior asset quality.
Every business, big or small, deals with outgoing payments. Whether it’s to suppliers for inventory, to employees for salaries, or to vendors for services rendered, keeping track of these expenses is crucial. This is where payment vouchers come in – the unsung heroes of the accounting world.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
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Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
1. HEDGE FUND OVERVIEW
AN INTRODUCTION TO HEDGE FUNDS FROM KINGDOM RIDGE CAPITAL, LLC
Kingdom Ridge Capital, LLC
2. DEFINITION OF A HEDGE FUND
Broadly speaking, a hedge fund has at least some of the following characteristics:
• Actively managed portfolios
• Take short positions (i.e., sell securities they do not own)
• May use derivatives (call options, put options, etc.)
• Use leverage (if only from shorting)
• Tend to charge investors a small fee for running their firm (management fee)
• Usually take a share of the profits they deliver to investors (performance fee)
• Are only available to sophisticated/high net worth investors
Kingdom Ridge Capital, LLC
3. HEDGE FUND STRATEGIES (I)
There are several strategies that hedge funds can use to generate returns:
Equity Hedge
• Long/Short (Kingdom Ridge Capital is a L/S equity hedge fund)
• Event-Driven
• Distressed
Arbitrage
• Relative Value
• Fixed Income
Kingdom Ridge Capital, LLC
4. HEDGE FUND STRATEGIES (II)
Directional/Tactical
• Global Macro
• Commodity Trading Advisors
• Emerging Markets
Multi-Strategy
• Combination of multiple strategies
Kingdom Ridge Capital, LLC
5. WHY DO INVESTORS USE HEDGE FUNDS?
Increase personal investment diversification
• Hedge the risk of equity market downturns
Reduce market correlation of their portfolios
• Make money when market goes up
• Make money when market goes down
Alignment of investment manager compensation with performance delivered to
investors
• Mutual fund managers measured on relative returns
• Hedge fund managers measured on absolute returns
Kingdom Ridge Capital, LLC
6. FOR MORE INFORMATION
• United States Securities & Exchange Commission:
https://www.sec.gov/answers/hedge.htm
• Investopedia: http://www.investopedia.com/articles/investing/102113/what-
are-hedge-funds.asp
• Managed Funds Association: https://www.managedfunds.org/hedge-fund-
investors/hedge-fund-glossary/
• Barclay Hedge: http://www.barclayhedge.com/research/educational-
articles/hedge-fund-strategy-definition/what-is-a-hedge-fund.html
• International Asset Management: http://www.iam.uk.com/Portals/0/pdf/lse-
publications/An-Introduction-to-Hedge-Fund-Strategies.pdf
• Kingdom Ridge Capital’s Unofficial Guide for Aspiring Equity Analysts:
http://kingdomridgecapital.blogspot.com
Kingdom Ridge Capital, LLC