Investor Return – Mind the Gap ©2015 Morningstar, Inc. All rights reserved. Kittikun Tanaratpattanakit Investor Return – Mind the Gap Agenda 2 gBackground g The Real Test is Whether Investors Succeed
. INSTITUTIONAL & RETAIL INVESTOR DEMAND 4 • USD130T FUM from institutions that are signatories to the UN Principles of Responsible Investment. • Many pension funds, insurers, and other asset owners have committed
1.60 Other Revenue 3.46 2.75 2.70 2.33 0.37 15.88 Total Revenue 198.09 182.62 174.40 171.32 3.08 1.80 Costs of Sales 138.50 130.45 130.80 126.04 4.76 3.78 Cost of distributions 20.55 14.79 16.57 12.85
allocation, or beta, decision. However, alpha and beta are just two elements of a myriad of important financial planning decisions for the average investor, many of which can have a far more significant impact
39.18 (24.22) (61.82) Other Revenue 0.26 0.34 0.21 0.30 (0.09) (30.00) Total Revenue 17.07 42.88 15.17 39.48 (24.31) (61.58) Costs of Sales 13.86 30.05 13.02 29.23 (16.21) (55.46) Cost of distributions
period ended 31 March 2020, the cost of distributions and administrative expenses was 7.47 millisn Baht, decreasing from the same period of previous year which had a cost of distributions and
Investor type Customer relationship management Financial Literacy Financial Literacy Research Objectives 1. Clustering Thai investor types based on their investment portfolio allocation. 2. Investigates the
Approval for Investor Contacts In continuation of the Notification of the SEC Office No. SorKhor. 15/2548 Re: Approval for Investor Contacts and Standards of Conduct dated 21 June 2005 as amended by the
) 25/2550 Re: Guidelines for Renewal of Approval for Investor Contacts In continuation of the Notification of the SEC Office No. SorKhor. 15/2548 Re: Approval for Investor Contacts and Standards of
damages arising from or related to its use. ------------------------------- Notification of the Office of the Securities and Exchange Commission No. SorKhor. 49/2552 Re: Approval for Investor Contacts and