This monthly newsletter provides an overview of Canadian mutual fund industry vital signs, product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of the Canadian mutual fund industry vital signs (asset growth, sales and performance, product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of mutual fund industry vital signs (asset growth, sales and performance), product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of the Canadian mutual fund industry vital signs (asset growth, sales and performance, product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
Target date funds are quickly becoming the dominant investment option within many defined contribution retirement plans. Regulators have taken notice with the Department of Labor (DOL) contemplating new disclosure requirements for plans offering target date funds.
In order for a plan sponsor to meet their fiduciary obligations to prudently select and monitor their target date funds, a thorough analysis is necessary because of the underlying complexity of these products and their unique structure relative to the traditional "core" investment options that defined contribution sponsors are used to evaluating.
In this program, we present a framework for a sound fiduciary evaluation of a target date series.
The Scheme is an open ended income scheme, seeking to generate income, consistent with prudent risk, from a portfolio which is substantially constituted of quality debt securities.
This monthly newsletter provides an overview of the Canadian mutual fund industry vital signs (asset growth, sales and performance, product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of mutual fund industry vital signs (asset growth, sales and performance), product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of the Canadian mutual fund industry vital signs (asset growth, sales and performance, product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
Target date funds are quickly becoming the dominant investment option within many defined contribution retirement plans. Regulators have taken notice with the Department of Labor (DOL) contemplating new disclosure requirements for plans offering target date funds.
In order for a plan sponsor to meet their fiduciary obligations to prudently select and monitor their target date funds, a thorough analysis is necessary because of the underlying complexity of these products and their unique structure relative to the traditional "core" investment options that defined contribution sponsors are used to evaluating.
In this program, we present a framework for a sound fiduciary evaluation of a target date series.
The Scheme is an open ended income scheme, seeking to generate income, consistent with prudent risk, from a portfolio which is substantially constituted of quality debt securities.
(1) Diversified Funding: Problems with Steering Towards Long-Term Stable Funding; (2) Analysing the Best Internal Mechanism for Managing new Liquidity Requirements
Introduction to the Post-2015 Development Agenda from the World Bank with spe...SDGsPlus
Special High-Level Meeting of the ECOSOC with Bretton Woods Institutions, the WTO and the United Nations Conference on Trade and Development
New York, USA
April 2013
(1) Diversified Funding: Problems with Steering Towards Long-Term Stable Funding; (2) Analysing the Best Internal Mechanism for Managing new Liquidity Requirements
Introduction to the Post-2015 Development Agenda from the World Bank with spe...SDGsPlus
Special High-Level Meeting of the ECOSOC with Bretton Woods Institutions, the WTO and the United Nations Conference on Trade and Development
New York, USA
April 2013
This monthly newsletter provides an overview of mutual fund industry vital signs (asset growth, sales and performance), product development highlights for the month and interesting facts about our industry.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
Financing the Microfinanciers, How MFIs are sourcing capital -- joint BlueOrc...svmn
Microfinance investment landscape and vehicles. Ann Miles of BlueOrchard Finance, USA and Maya Chorengel of Elevar Equity (Unitus Equity Fund) presented this material jointly in a discussion with Silicon Valley Microfinance Network (SVMN), moderated by Sean Foote -- March 19, 2009.
A bank for digital startups - Deutsche Handelsbank - NOAH19 LondonNOAH Advisors
FinTech & InsurTech: Company presentation by Jens Munk, co-CEO of Deutsche Handelsbank at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Deutsche Handelsbank is a specialized bank for digital startups and growth companies that accompanies digital startups and growth companies from various industries along their way with growth financing, working capital, banking-as-a-service, and factoring solutions.
This complete deck is oriented to make sure you do not lag in your presentations. Our creatively crafted slides come with apt research and planning. This exclusive deck with fourty five slides is here to help you to strategize, plan, analyse, or segment the topic with clear understanding and apprehension. Utilize ready to use presentation slides on Contribution PowerPoint Presentation Slides with all sorts of editable templates, charts and graphs, overviews, analysis templates. It is usable for marking important decisions and covering critical issues. Display and present all possible kinds of underlying nuances, progress factors for an all inclusive presentation for the teams. This presentation deck can be used by all professionals, managers, individuals, internal external teams involved in any company organization.
This is a presentation on the stock markets in India. Various parameters considered while trading, scams etc. It was delivered as a seminar presentation in college
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
With all of the recent media attention surrounding hedge funds, there are bound to be some misconceptions regarding the hedge fund industry. Dick Hooey led a stimulating discussion surrounding the evolution of this esoteric investment vehicle and tried to answer the question “Just what is a Hedge Fund, anyways?”. Dick is a strategic minded finance executive with expertise in valuation and decision support analyses of transactions including acquisitions and new business ventures in consulting and corporate environments. In addition, Dick has 13 years experience managing a market neutral equity portfolio representing capital in excess of $100 million for a leading billion dollar hedge fund.
2. CONSULTING AND SOFTWARE SOLUTIONS
Industry-leading solutions for the financial sector
EquiSoft specializes in the design and development of digital business solutions primarily
for the financial industry.
Designing and developing industry-leading business solutions for financial sector clients is second nature to us. Years of delivering
successful projects have made the EquiSoft team a highly sought-after resource. Knowledge, expertise, an entrepreneurial spirit
and first-rate client care are some of the hallmarks of our brand.
Some examples of the many ways EquiSoft’s products and services can help position your firm and its products within the financial
advisor community are outlined below.
Asset Allocation Analyst Web Sites
The Asset Allocation Analyst , a sales-oriented web tool An effective web strategy is only as good as the blueprint it
designed to help advisors create investment proposals, is relies upon. We can help. We will work with you to create,
currently an indispensable tool for thousands of financial and execute web strategies in line with your needs, objectives
advisors in Canada, the U.S. and worldwide. A white-labeled and overall business plan. Furthermore, EquiSoft has extensive
version of the tool on your advisor site is the ideal sales and experience is designing and developing content management
marketing platform for your portfolio products. systems, the best investment a firm can make when there is a
need to frequently update online information.
Fund Fact Sheets
EquiSoft’s Fact Sheet Generator allows your firm to custom
Advisor Feedback Survey Tool
design fund fact sheets to your specific needs and automate
The Advisor Feedback Survey Tool is a turn-key solution
the monthly update process for a fraction of your current costs. allowing financial advisors to efficiently make client contacts
and gauge client satisfaction while executing a targeted
marketing campaign. A white-labeled version of this tool can
drive traffic to your advisor site and reinforce your firm’s
position as provider of value-added services.
Please do not hesitate to contact us for more information. EquiSoft
Jonathan Georges, CIM, FCSI CONSEILS ET SOLUTIONS INFORMATIQUES / CONSULTING AND SOFTWARE SOLUTIONS
Vice-président, Produits financiers / Vice President, Financial Products T: 514.989.3141 X 201 | T: 888.989.3141 | F: 514.989.3140
Jonathan.Georges@equisoft.com | www.equisoft.com