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| discretionary fund management meaning: The Alternative Investment Fund Managers Directive Dirk Zetzsche, 2020-09-17 In the ten years since its coming into force, the Alternative Investment Fund Managers Directive (AIFMD), with almost EUR 7 trillion assets under management in its remit, has become an important piece of European regulation complementing the Undertakings for Collective Investment in Transferable Securities (UCITS) and the Markets in Financial Instruments (MiFI) frameworks. This third edition of the most comprehensive and in-depth analysis of the AIFMD and its related European investment fund legislation (including the European Venture Capital Fund Regulation, the European Social Entrepreneurship Fund Regulation, the European Long-Term Investment Fund Regulation and the European Money Market Fund Regulation among others) brings together fund industry experts, fund supervisors, consultants, lawyers and academics to discuss the content and system of the directive from every angle, including its relation not only to the UCITS and MiFI frameworks but also to pension funds, the Sustainable Finance Disclosure Regulation, the Securitization Regulation and the Cross Border Funds Distribution Directive and Regulation, as well as related pieces of tax regulation at the European level. Further, the third edition emphasizes the function of such factors in the financial services value chain as the following: the AIFMD’s approach to robo-advisors; digital asset funds; infrastructure investments in the context of real estate and sustainable investments; risk management; transparency; and impact on alternative investment strategies. Five country reports, focusing on the European Union’s five most important financial centres for alternative investment funds, deal with the potential interactions among the AIFMD and the relevant laws and regulations of France, Germany, Luxembourg, Ireland and The Netherlands. This thoroughly updated edition elaborates on potential difficulties encountered when applying the directive and provides potential solutions to the problems it raises. The book is sure to be warmly welcomed by fund lawyers and consultants, investors and their counsels, fund managers, depositaries, asset managers and administrators, as well as regulators and academics in the field. |
| discretionary fund management meaning: Blockchain Applied Stephen Ashurst, Stefano Tempesta, 2021-09-07 Blockchain is the popular name given to the exciting, evolving world of distributed ledger technology (DLT). Blockchains offer equitable and secure access to data, as well as transparency and immutability. Organisations can decide to use blockchain to upgrade whatever ledgers they are currently deploying (for example, relational databases, spreadsheets and cumbersome operating models) for their data and technology stack in terms of books and records, transactions, storage, production services and in many other areas. This book describes the applied use of blockchain technology in the enterprise world. Written by two expert practitioners in the field, the book is in two main parts: (1) an introduction to the history of, and a critical context explainer about, the emergence of blockchain written in natural language and providing a tour of the features, functionality and challenges of blockchain and DLT; and (2) a series of six applied organisational use cases in (i) trade finance, (ii) healthcare, (iii) retail savings & investments, (iv) real estate, (v) central bank digital currencies (CBDC) and (vi) fund management that offer the reader a straightforward, easy-to-read comparison between 'old world' technology (such as platforms, people and processes) versus what blockchain ledgers offer to enterprises and organisations in terms of improved efficiency, performance, security and access to business data. Blockchain is sometimes tainted by association to Bitcoin, Onecoin and others. But as cryptocurrencies and stock markets continue to rise and fall with volatility and the world economy emerges changed by coronavirus, working from home and the threat of inflation, many enterprises, organisations and governments are looking again at the powerful features of blockchain and wondering how DLT may help them adapt. This book is an ideal introduction to the practical and applied nature of blockchain and DLT solutions for business executives, business students, managers, C-suite senior leaders, software architects and policy makers and sets out, clearly and professionally, the benefits and challenges of the actual business applications of blockchain. |
| discretionary fund management meaning: Asset Management and Institutional Investors Ignazio Basile, Pierpaolo Ferrari, 2016-07-27 This book analyses investment management policies for institutional investors. It is composed of four parts. The first one analyses the various types of institutional investors, institutions which, with different objectives, professionally manage portfolios of financial and real assets on behalf of a wide variety of individuals. This part goes on with an in-depth analysis of the economic, technical and regulatory characteristics of the different types of investment funds and of other types of asset management products, which have a high rate of substitutability with investment funds and represent their natural competitors. The second part of the book identifies and investigates the stages of the investment portfolio management. Given the importance of strategic asset allocation in explaining the ex post performance of any type of investment portfolio, this part provides an in-depth analysis of asset allocation methods, illustrating the different theoretical and operational solutions available to institutional investors. The third part describes performance assessment, its breakdown and risk control, with an in-depth examination of performance evaluation techniques, returns-based style analysis approaches, and performance attribution models. Finally, the fourth part deals with the subject of diversification into alternative asset classes, identifying the common characteristics and their possible role within the framework of investment management policies. This part analyses hedge funds, private equity, real estate, commodities, and currency overlay techniques. |
| discretionary fund management meaning: The Asset Management Review Paul Dickson (Lawyer), |
| discretionary fund management meaning: Investment Management Law and Regulation Harvey E. Bines, Steve Thel, 2004-01-01 In its First Edition, this classic treatise called attention to the duty of reasonable care, the duty of loyalty and the public duty of fiduciaries to the marketplace. Grounded in the idea that prudent investing is to be defined by professional practices accepted as appropriate at the time of investment by the management, thereby permitting such practices to adapt to changing conditions and insights, the field of investment management law and regulation has at its center the goal of a common standard of care for investment.Now in its Second Edition, this definitive guide to investment management law and regulation helps you to profitably adapt to today's new and changing conditions and anticipate tomorrow's regulatory response.Here are just a few of the reasons why Investment Management Law and Regulation will be so valuable to you:Explains and analyzes all the ins and outs of the law, clarifies the complexities, answers your questions, points out pitfalls and helps you avoid themCovers the entire field in one volume, saves you valuable time and effort in finding information and searching through stacks of referencesEnsures compliance with all relevant regulations, makes sure nothing is overlooked, protects you against costly mistakesUpdates you on the latest important changes, tells you what is happening now and what is likely to happen in the future Investment Management Law and Regulation is the only up-to-date volume to offer a comprehensive examination of the field of investment management law, covering everything from financial theory and legal theory to the various aspects of hands-on fund management. It's the only resource of its kind that:Identifies and explains the financial theories that control the development of investment management law across management activitiesGives critical judicial, legislative, and regulatory history that makes recent law and regulation more comprehensibleCovers all areas of regulation governing the activities of investment managers, including marketing, suitability, advisory contacts, fees, exculpation and indemnification, performance, fiduciary obligations, conflicts of interest, best executionProvides the practical tools that help predict more effectively how regulators will respond to new marketplace developments and productsIntegrates investment management law and regulation for all institutional investment managersAnd more Whether you are a manager, broker, banker, or legal counsel, a seasoned professional or just starting out, this treatise will quickly become your most trusted guide through the intricacies of this complex, critical, and closely scrutinized area |
| discretionary fund management meaning: Federal Register , 2014 |
| discretionary fund management meaning: Effective Fund-Raising Management Kathleen S. Kelly, 2012-12-06 In a ground-breaking departure from existing works, almost all of which are how-to manuals based on anecdotal evidence, this is the first academic textbook on fund raising. By integrating practical knowledge with social science theory and research, it presents a comprehensive approach to the function, from its legal and ethical principles to the managerial process by which gifts are raised. Territory previously uncharted in the literature is explored, such as the historical and organizational contexts of contemporary practice. Explanations of programs, techniques, and publics introduce a new system for understanding fund raising's major concepts. Unlike efforts in established fields, most of the material represents original scholarship undertaken to produce a first-time text. The book's main purpose is to teach students about fund raising--a high-demand, high-paying occupation that will continue to expand into the 21st century as the need for trained practitioners exceeds the supply. During the last decade, fund-raising education moved into the formal classroom and away from an apprenticeship tradition of senior practitioners mentoring newcomers. Yet until now, there has not been a textbook to support this evolving professionalism. Faculty have been reluctant to define fund raising as an academic subject in the absence of a theory-based teaching resource, and courses usually have been assigned to part-time instructors hired from the practice. This textbook addresses the void. It is designed for graduate and upper-level undergraduate courses dealing with fund raising as a primary or secondary subject. Among its features, each chapter points out research gaps and opportunities--such as problems and theories for master's theses and doctoral dissertations--and ends with a list of suggested readings. The text is appropriate for the diverse academic areas in which fund raising, nonprofit management, and philanthropy are taught, including public administration, management, arts and humanities, education, social work, economics, and sociology. Because of its public relations orientation, it is particularly suited for courses offered in that discipline. Additional audiences are practitioners enrolled in professional development programs; CEOs, trustees, and others interested in self-study; and scholars who need serious literature on the subject. |
| discretionary fund management meaning: Hedge Fund Investment Management Izzy Nelken, 2005-12-12 There has been a tremendous growth in the Hedge Fund industry in recent years. It is estimated that there are more than 8000 Hedge Funds in the US alone. They have grown in popularity since the bear market of the early 2000s which convinced many people that they cannot just own stocks outright or inside mutual funds. Most investors understand mutual funds. They understand that the manager selects stocks and buys them. They also understand why they made (or lost) money in their mutual fund investments. The same thing cannot be said about Hedge Funds which come in a variety of flavors. Even savvy investors are often hard pressed to explain the sources of return on their Hedge Funds. This book should be read by anyone who has invested in, or is considering an investment in, a Hedge Fund and also by anyone who is considering starting one. The book explains the different types of funds as well as covering the key issues in every type of Hedge Fund. This book covers the entire gamut of the Hedge Fund industry. The authors explain the different styles of Hedge Funds (e.g. market neutral, convertible bond arbitrage, fixed income arbitrage and many more) and include a summary for each style of fund. The book also explains what a fund of funds is, and covers the recently introduced capital guarantees and describes the capital preservation concerns that are faced by investors. |
| discretionary fund management meaning: Economic Capital and Risk Management in Islamic Finance Abdul Ghafar Ismail, Muhamed Zulkhibri, 2024-03-06 Economic capital is the subject of great debate among academics and professionals in the field of risk management. Conceptually, Islamic finance's encouragement of risk-sharing eliminates the debt burden encountered by the conventional banking sector. The majority of the Islamic banking system is based on equity-based financing. To be effective in practice, a variety of well-functioning institutions are required to translate Islamic banking concepts into a 'real-world' financial system. In spite of this, the regulatory, legal, product and operational requirements specific to Islamic banks may necessitate a distinct strategy for managing capital-related risks. This book provides a comprehensive review of the theoretical and practical aspects of Islamic economic capital in relation to contemporary Islamic finance. Drawing on the risk-sharing concept, this book delves into the core concept of economic capital from an Islamic perspective, including comparisons to conventional finance theory. Furthermore, it introduces alternative models and offers practical examples to strengthen the regulation and supervision of the Islamic banking system. It also addresses critical policy challenges concerning economic capital in Islamic finance, especially in dual banking countries. This book seamlessly integrates new theory with empirical insights and discusses emerging themes, including stress testing and Shari'ah compliance issues. Most of the chapters are illustrated with real-world cases and practical examples. This book is intended for advanced degree students in finance, and investment professionals, as well as financial practitioners and advisors, particularly those who are pursuing Islamic economics and finance courses. |
| discretionary fund management meaning: Trusts and Modern Wealth Management Richard C. Nolan, Kelvin F. K. Low, Tang Hang Wu, 2018-05-31 New essays by leading figures from the judiciary, practicing lawyers and academics illuminating the worlds of trusts and wealth management. |
| discretionary fund management meaning: Code of Federal Regulations , 2000 |
| discretionary fund management meaning: Hedge Fund Investing Kevin R. Mirabile, 2013-01-07 The most up-to-date look at how to understand, and invest in, hedge funds A new updated set of end of chapter problems and test bank questions is now available for the first edition. This material now includes a selection of supplemental problems and test bank questions specifically related to portfolio financing tools and techniques. Hedge funds are an essential part of the alternative investing arena, and will continue to be so for the foreseeable future. It's important that those investing, or thinking about investing, with hedge funds know exactly what they are about. That's why Kevin Mirabile—a financial professional with over twenty years of business development, regulatory, financing, trading, and sales experience in the hedge fund sector—has created Understanding Hedge Fund Investing. Page-by-page, this reliable resource offers valuable insights into one of the most competitive parts of the investment world. Along the way, you'll become familiar with the evolution of hedge funds and their structure as well as discover what types of individuals and institutions invest using hedge funds. Mirable also takes the time to examine the risks of investing in hedge funds and talks about hedge fund financial statements and taxation. Provides complete coverage of this important investment vehicle, from its different types of investing strategies and styles to what it takes to be a hedge fund manager Multiple-choice questions follow each chapter to assess your comprehension of the topics covered A companion Website contains portfolio models that can be uploaded for use as well as supplementary material that allows you to learn in a hands-on fashion long after closing the book Hedge funds offer investors opportunities that aren't usually found elsewhere. But to benefit from them, you first must understand them. This book has the information you need to succeed at this difficult endeavor. |
| discretionary fund management meaning: Fintech Law Prakash Prasad, 2022-02-19 FinTech (Financial technology) is the technology and innovation that aims to compete with traditional financial methods in the delivery of financial services. It is an emerging industry that uses technology to improve activities in finance. - Wikipedia Fintech means the application of technology to improve the offering and affordability. Global finance has been disrupted by the 4.7 trillion-dollar fintech space. Every FinTech Start-ups and enthusiast is required to know the land of law. This book will provide all the necessary materials to study FinTech Law in Indian Context. Fintech is composed up of financial breakthroughs like DeFi, ecommerce, peer-to-peer lending, and virtual currencies, as well as tech like AI, blockchain, IoT, and machine learning. |
| discretionary fund management meaning: Cambridge Business English Dictionary Roz Combley, 2011-11-10 The most up-to-date business English dictionary created specially for learners of English. |
| discretionary fund management meaning: Laws on Green Growth, and Economic Investment in Korea Ministry of Government Legislation of Republic of Korea, 2012-01-10 In connection with the G20 Seoul Summit, MOLEG is publishing and distributing this English statute book. It includes a selection of major laws regarding low-carbon green growth, which is a national vision for the next 60 years to be pursued by the Lee Myung-Bak government; and also regarding foreign investment. This book has 23 laws. There are 11 major laws about green growth, such as the Framework Act on Low-Carbon, Green Growth, and 12 major laws about foreign investment,such as the Foreign Investment Promotion Act. It also contains the Constitution and the Government Organization Act to give foreigners an understanding of the basic principles,major functions and government organizations of the Republic of Korea. Furthermore,the book has introductory content on the legal system of the Republic of Korea and its process of establishing policy and legislation. |
| discretionary fund management meaning: Investors Chronicle , 2005 |
| discretionary fund management meaning: Financial Management for Episcopal Parishes James B. Jordan, 2017-07-17 Designed to help parishes of all sizes establish good financial management processes and policies. Experience shows that open and transparent churches engender a greater feeling of trust and willingness on the part of the donor. The policies and processes in Financial Management for Episcopal Parishes, which can be implemented by any size church, allow clergy, vestry, and parishioners to establish and document procedures that enable a financially transparent organization. The book defines the roles of the clergy, staff, vestry, and congregation and outlines what needs to be done by them to design and implement a system of checks and balances for financial oversight and stewardship, in order to protect donations and assets. Throughout the book, real-life examples of processes and procedures that did not work (and why) make for enjoyable reading of an otherwise business-like subject. Every reader will recognize some of them in their own church life. |
| discretionary fund management meaning: Real Estate Investment Andrew Baum, 2022-09-06 Real Estate Investment: A Strategic Approach introduces professional and technical approaches to building and managing large real estate portfolios. The new edition has been fully rewritten and reorganised and includes five new chapters, 25 new international case studies and a renewed focus on topics such PropTech (property technology), innovation and ESG. Andrew Baum outlines the market and the players who dominate it; the investment process; the vehicles available for investment; and an approach to global portfolio construction, pricing and performance measurement. The book contains many useful features for students, including numerous boxed examples drawing on international cases, a glossary, and chapter summaries. Ideal for undergraduate and postgraduate students on all real estate and property courses and related business studies and finance courses, Real Estate Investment is designed to provide a foundation for the next generation of investment managers, advisers and analysts. Further resources for lecturers and students are available online at www.andrewbaum.com. |
| discretionary fund management meaning: Canadian Public-Sector Financial Management Andrew Graham, 2014-10-01 It's not your money - it belongs to the people. Taking this simple axiom seriously creates unique challenges for the management of public funds. Andrew Graham outlines all aspects of public sector financial management, addressing how funds are obtained, what rules of accountability and accounting are applied, who controls public funds, what constitutes effective budget management at the operational level, and how accountability and oversight are dealt with. The skills demanded of public sector managers in financial management are becoming increasingly onerous and complex. Canadian Public Sector Financial Management will be of great help to practitioners in the public sector who wish to better understand their financial responsibilities as well as to students of public administration and the general reader concerned with public financial management issues. The secondedition of Canadian Public-Sector Financial Management updates the widely used text, reflecting on the developments in public financial management over the past six years. Developments in financial reporting and the widespread need for governments to constrain growth and manage their finances more closely are looked at. It remains focused on the practitioner and manager in the public sector. |
| discretionary fund management meaning: 2017 CFR Annual Print Title 45 Public Welfare Parts 200 to 499 Office of The Federal Register, 2017-07-01 |
| discretionary fund management meaning: Public Welfare, Parts 200 to 499 U S Office of the Federal Register, 2011-02-25 The Code of Federal Regulations is a codification of the general and permanent rules published in the Federal Register by the Executive departments and agencies of the United States Federal Government. |
| discretionary fund management meaning: Code of Federal Regulations, Title 45, Public Welfare, PT. 200-499, Revised as of October 1, 2011 U S Office of the Federal Register, 2012-01-06 |
| discretionary fund management meaning: Code of Federal Regulations, Title 45, Public Welfare, PT. 200-499, Revised as of October 1, 2012 U S Office of the Federal Register, 2012-12-06 |
| discretionary fund management meaning: The Code of Federal Regulations of the United States of America , 2001 The Code of Federal Regulations is the codification of the general and permanent rules published in the Federal Register by the executive departments and agencies of the Federal Government. |
| discretionary fund management meaning: United States Code United States, 1995 |
| discretionary fund management meaning: United States Code: General index A-H United States, 1988 |
| discretionary fund management meaning: Investment Adviser's Legal and Compliance Guide Terrance J. O'Malley, John H. Walsh, 2013-01-01 Investment Adviser's Legal and Compliance Guide, Second Edition is an invaluable guide written to assist attorneys and investment advisers in both drafting their compliance policies and procedures and reviewing them annually. In addition, the book serves as a practical tool for experienced attorneys and compliance officers for fulfilling their changing responsibilities under new rules adopted under the Investment Advisers Act of 1940, as well as new staff interpretations and guidance. For the Second Edition, the original author, Terrance J. Oand’Malley, is joined by John H. Walsh. While both authors are seasoned practitioners and acknowledged experts in the area of investment adviser compliance matters, Mr. Walshand’s years of experience, including at the SEC, are reflected in the enhanced practical discussion of relevant legal and compliance issues, including increased numbers of compliance tips, enforcement and regulatory alerts, and compliance tools. Investment Adviser's Legal and Compliance Guide, Second Edition covers in detail such topics as: Filings and amendments that an adviser must make to maintain its SEC registration Major rules and requirements dealing with marketing and attracting new clients Issues arising in connection with the management of private funds The SEC's examination process New clients, and the management of client accounts. The book also covers requirements relating to the adviser's obligation to its customers, including preventing insider trading and other trading abuses, as well as an adviser's recordkeeping, which is a major factor in meeting the requirements of the Investment Advisers Act. In addition, Investment Adviser's Legal and Compliance Guide, Second Edition provides registered investment advisers and their legal counsel with a comprehensive review of their compliance responsibilities that arise under the Investment Advisers Act. |
| discretionary fund management meaning: Sovereign Wealth Funds in Resource Economies Khalid Alsweilem, Malan Rietveld, 2017-10-17 Sovereign wealth funds (SWFs) have reached a transitional moment. Created as a way to direct excess wealth toward economic development and long-term financial returns, some countries are now seeing a decline in revenue from sources such as oil. Many SWFs are now facing a new challenge—how to spend sustainably without depleting the funds. Sovereign Wealth Funds in Resource Economies explains the fiscal rules and institutional structures that can make SWFs thrive, providing a practical and theoretical guide to their optimal use in resource-revenue management. Khalid Alsweilem and Malan Rietveld put forward an institutional perspective of SWFs as quasi-independent political and economic entities charged with managing national resource wealth, examining both investment and disbursement strategies. They advance a systematic, rule-based approach, suggesting when to accumulate and when to begin countercyclical spending based on concrete case studies. More than a mere financial portfolio, SWFs must be embedded in a credible fiscal and institutional framework if they are to contribute to improved economic performance. Alsweilem and Rietveld consider the variety of relationships that exist between SWFs and their governments, exploring the legal and policy side of the institutional approach. Their rule-based description of SWFs, since it allows tailoring and adjustment and invokes rules of thumb and best practices, is intended to be widely applicable across the diverse spectrum of global SWFs. Bringing together the practitioner perspective and scholarly expertise, this book will be invaluable for global policy makers and scholars working with sovereign wealth funds. |
| discretionary fund management meaning: Liability of Asset Managers Danny Busch, Deborah DeMott, 2012-03-08 Given the international nature of the asset management industry, lawyers representing investors, asset managers, and regulators are often confronted with asset management agreements governed by foreign law. This book provides the necessary points of law and practice in the leading jurisdictions allowing lawyers to identify the main pitfalls concerning the foreign law in question. This book is the only comparative analysis of the law of asset manager liability in the major European jurisdictions, the United States, and Canada, each written by specialists from the relevant jurisdiction. This is a much-needed guide on the disparate regulation of asset manager liability in these countries highlighting the absence of uniformity in this area of law despite the implementation of MiFID in Europe. The section on European law provides an overview of the regulation in this field regionally and provides the context in which the national chapters explore the regulation at country level. The comparative evaluation at the end of the book provides a thoughtful assessment of the impact of regulatory frameworks on asset managers private law duties and liabilities. The Introduction situates the country-by-country material within the broader context of questions about regulatory design and effectiveness. |
| discretionary fund management meaning: Code of Federal Regulations, Title 45, Public Welfare, PT. 200-499, Revised as of October 1, 2015 U S Office of the Federal Register, 2015-11-30 |
| discretionary fund management meaning: Report Concerning Current Status of Market Inventory Funds United States. Securities and Exchange Commission. Division of Market Regulation, 1978 |
| discretionary fund management meaning: How to Select Investment Managers and Evaluate Performance G. Timothy Haight, Glenn Ross, Stephen O. Morrell, 2007-10-12 An informative guide to selecting and evaluating external investment professionals This book-one of the very few of its kind-is an invaluable aid to trustees of pension plans, endowments, and trusts who seek to chart and navigate courses for governing and overseeing the investment of the trillions of dollars under their care. It covers many aspects of this essential endeavor, including return measures, fixed income and duration, manager searches, committee meetings, and much more. G. Timothy Haight (Atherton, CA) is President of Menlo College in Silicon Valley. Stephen O. Morrell, PhD (Coral Springs, FL) is Professor at Andreas School of Business of Barry University. Glenn Ross (Baltimore, MD) is a Managing Director and cofounder of Archstone Portfolio Solutions. |
| discretionary fund management meaning: Departments of Labor, Health and Human Services, Education, and Related Agencies Appropriations for 1993: National institutes of health: overview United States. Congress. House. Committee on Appropriations. Subcommittee on the Departments of Labor, Health and Human Services, Education, and Related Agencies, 1992 |
| discretionary fund management meaning: Federal Securities Law Reporter , 1941 |
| discretionary fund management meaning: NISM-Series-XIX-C: Alternative Investment Fund Managers Exam Preparation Guide with 3000+ Question Bank P. Anshu, 2024-03-28 Unlock the key to success in the NISM-Series-XIX-C: Alternative Investment Fund Managers Certification Exam with our comprehensive guidebook. This meticulously crafted resource is designed to equip learners with in-depth knowledge and practical insights across various chapters, ensuring a thorough understanding of the alternative investment landscape. Within the pages of this book, readers will find comprehensive 3200+ question bank, as A. Chapter Wise Practice Test (2850+ Question Bank) B. 5 Mock Tests (Learning Outcome & Test Objective Wise) 500+ Question Bank Each question comes with a hint for learners to recall the concept, which will help them master each topic, Learning Outcome, & Test Objective. At end of each test the correct answers along with explanations are given. This publication, dated March 2024, represents the concepts covered under the NISM Workbook Version: December 2023 edition available on NISM website. All questions, explanations used in this guide are taking reference from the Workbook Version: December 2023. Various Types of Tests in this book: Chapter Wise Practice Test (2850+ Questions): Specially designed chapter wise test along with hints for learners. This test will help in Confidence Building & Familiarization of each concepts chapter wise. Mock Tests (500+ Questions): There are six Mock Tests (100 Questions Each) To help individuals gauge their current level of knowledge and further enhancement of confidence for real NISM exam. Mock Tests in this book are specially designed Learning Outcome wise & Test Objective wise as outlined by NISM for each chapter. This guide aims to equip learners with a comprehensive understanding of AIFs and the relevant expertise needed for success in NISM-Series-XIX-C: Alternative Investment Fund Managers Certification Exam |
| discretionary fund management meaning: New Financial Instruments and Institutions Yasuyuki Fuchita, Robert E. Litan, 2007-11-01 A Brookings Institution Press and Nomura Institute of Capital Markets Research publication New financial instruments—such as structured financial products and exchange-traded funds—and new financial institutions—including hedge funds and private-equity funds—present opportunities as well as policy and regulatory challenges in U.S. and Japanese financial markets. This book presents cutting-edge research from experts in academia and the financial industry on new instruments and new institutions while contrasting their developments in the different countries. The contributors highlight the innovative way in which Japanese financiers and government officials have learned from the U.S. regarding the introduction of new instruments into their market. New Financial Instruments and Institutions continues the productive collaboration between the Brookings Institution and the Nomura Institute of Capital Markets Research in examining current issues in capital and financial markets. Contributors include Jennifer Bethel (Babson College),Todd Broms (Managed ETFs, LLC), Frank Edwards (Columbia Business School), Allen Ferrell (Harvard Law School),Yasuyuki Fuchita (Nomura Institute of Capital Markets Research), Gary Gastineau (Managed ETFs, LLC), Ken Lehn (University of Pittsburgh), Josh Lerner (Harvard Business School), Frank Partnoy (University of San Diego Law School), Adam Posen (Institute for International Economics), Ken Scott (Stanford Law School), Steve G. Segal (Boston University, J.W. Childs Associates),Yuta Seki (Nomura Institute of Capital Markets Research, New York), Erik Sirri (Babson College), and Randall Thomas (Vanderbilt Law School). |
| discretionary fund management meaning: Pension fund investment policies United States. Congress. Senate. Committee on the Judiciary. Subcommittee on Citizens and Shareholders Rights and Remedies, 1979 |
| discretionary fund management meaning: Entries and Exits Alexander Elder, 2010-12-15 Come behind closed doors and see real trades made by real traders. Dr. Alexander Elder leads you into 16 trading rooms where you meet traders who open up their diaries and show you their trades. Some of them manage money, others trade for themselves; some trade for a living, others are on the semi-professional level. All are totally serious and honest in sharing their trades with those who would like to learn. You will meet American and international traders who trade stocks, futures, and options using a variety of methods. All are normally very private, but now, thanks to their relationships with Dr. Elder, you can see exactly how these traders decide to enter and exit trades. Each chapter illustrates an entry and an exit for two trades, with comments by Dr. Elder. With this book as your guide, you can get closer to mastering the key themes of trading—psychology, tactics, risk control, record keeping, and the decision-making process. The companion Study Guide is filled with striking insights and practical advice allowing you to test your knowledge and reinforce the principles outlined in Entries & Exits. |
| discretionary fund management meaning: Tactical Portfolios Bailey McCann, 2014-03-04 Take an active management approach with liquid alternatives to increase R.O.I. Take advantage of inefficiencies in the market by investing in alternative assets. Hedge fund and private equity investment diversifies your portfolio and helps shield you from market volatility, allowing your more passive assets to work the long game. In Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives, author Bailey McCann guides you through the principles of hedge fund investment and the associated philosophies of risk management strategies. McCann's background in reporting and analyzing government policy and regulatory issues positions her as a valuable source of strategic investment advice. As Senior Editor of Opalesque's Alternative Market Briefing, her take on the market is read by every one of the top 100 hedge fund managers on a daily basis. In Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives, McCann goes in-depth on important topics. Strategies for equities, managed futures and fixed income What to expect and common misconceptions Investment mechanics of specific strategies Valuation, red flags, and regulatory changes If your passive approach has failed to produce the desired results, liquid alternative investment may be the answer. While long/short will always be around, external forces can change its impact on your portfolio and it may be time to expand your investment arsenal. Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives will help you get the most out of any market. |
| discretionary fund management meaning: Airport and Airway Trust Fund United States. Congress. Senate. Committee on Finance. Subcommittee on Taxation and Debt Management Generally, 1980 |
DISCRETIONARY Definition & Meaning - Merriam-Webster
The meaning of DISCRETIONARY is left to individual choice or judgment : exercised at one's own discretion. How to use discretionary in a sentence.
DISCRETIONARY | English meaning - Cambridge Dictionary
DISCRETIONARY definition: 1. able to be decided by a particular person or group in a particular situation, rather than being…. Learn more.
discretionary adjective - Definition, pictures, pronunciation and …
Definition of discretionary adjective from the Oxford Advanced Learner's Dictionary. decided according to the judgement of a person in authority about what is necessary in each particular …
DISCRETIONARY definition and meaning | Collins English Dictionary
Discretionary things are not fixed by rules but are decided on by people in authority, who consider each individual case.
Discretionary - definition of discretionary by ... - The Free …
discretionary - having or using the ability to act or decide according to your own discretion or judgment; "The commission has discretionary power to award extra funds"
What does discretionary mean? - Definitions.net
Discretionary refers to something that is subject to one's own judgment or decision, not determined by laws or regulations. It gives a person or authority the right or power to decide or …
DISCRETIONARY Definition & Meaning - Dictionary.com
Discretionary definition: subject or left to one's own discretion.. See examples of DISCRETIONARY used in a sentence.
Discretionary - Definition, Meaning & Synonyms - Vocabulary.com
Discretionary comes from the word discretion, which can be used to mean “the right to decide something based on one’s own judgment.” If you're given a task to complete at your discretion, …
discretionary - WordReference.com Dictionary of English
not earmarked for a particular purpose: discretionary income; a discretionary fund. the power to decide or act according to one's own judgment: The judge has discretion in the matter of …
Discretionary Definition & Meaning | Britannica Dictionary
DISCRETIONARY meaning: 1 : available to be used when and how you decide; 2 : done or used when necessary
DISCRETIONARY Definition & Meaning - Merriam-Webster
The meaning of DISCRETIONARY is left to individual choice or judgment : exercised at one's own discretion. How to use discretionary in a sentence.
DISCRETIONARY | English meaning - Cambridge Dictionary
DISCRETIONARY definition: 1. able to be decided by a particular person or group in a particular situation, rather than being…. Learn more.
discretionary adjective - Definition, pictures, pronunciation and …
Definition of discretionary adjective from the Oxford Advanced Learner's Dictionary. decided according to the judgement of a person in authority about what is necessary in each particular …
DISCRETIONARY definition and meaning | Collins English …
Discretionary things are not fixed by rules but are decided on by people in authority, who consider each individual case.
Discretionary - definition of discretionary by ... - The Free Dictionary
discretionary - having or using the ability to act or decide according to your own discretion or judgment; "The commission has discretionary power to award extra funds"
What does discretionary mean? - Definitions.net
Discretionary refers to something that is subject to one's own judgment or decision, not determined by laws or regulations. It gives a person or authority the right or power to decide or …
DISCRETIONARY Definition & Meaning - Dictionary.com
Discretionary definition: subject or left to one's own discretion.. See examples of DISCRETIONARY used in a sentence.
Discretionary - Definition, Meaning & Synonyms - Vocabulary.com
Discretionary comes from the word discretion, which can be used to mean “the right to decide something based on one’s own judgment.” If you're given a task to complete at your discretion, …
discretionary - WordReference.com Dictionary of English
not earmarked for a particular purpose: discretionary income; a discretionary fund. the power to decide or act according to one's own judgment: The judge has discretion in the matter of …
Discretionary Definition & Meaning | Britannica Dictionary
DISCRETIONARY meaning: 1 : available to be used when and how you decide; 2 : done or used when necessary
