Lifecycle Thailand × Know Your Client Process– Standard risk questionnaire × Focus primarily on risk preference (i.e., an investor’s aversion to risk) and ignore risk capacity (i.e., an investor’s ability to
SEC (Dec 2014) 6 Source: 2015 Investment Company Fact Book. Investment Company Institute. 2015 In the US, investor preference towards lower-cost funds makes the asset-weighted fees at the industry level
first major period of generational succession. • Succession versus professionalization. - Surveys suggest preference amongst Asian family-firms for succession but growing recognition of need for
flavors of active management (e.g. tactical asset allocation, security selection, etc.). Alpha and beta are at the heart of traditional performance analysis; however, as we show in this paper, they are only
impressive. For illiquidity stock, the shareholder wealth of illiquidity stocks depends on the investors’ choice whether they prefer to today payment as the dividend yield or they could wait on wealth in
• Require less monitoring from investors Active management • Possess selection & market timing abilities • Use various strategies to seek alpha An excerpt from sale kits of a trigger fund. [Expectations
performance Strategic Allocation Policy Tactical Asset Allocation Policy Investment performance Strategic Allocation Policy Tactical Asset Allocation Policy Strategic Allocation Policy Security Selection P as
marketed as actively managed funds (94% of our sample), which means that fund managers will attempt to use their skills to outperform the market, whether through stock selection or market timing. While we do
transparency, accuracy and integrity of information that will be disclosed and reported by issuers to stakeholders. The SLBP have five core components: 1. Selection of Key Performance Indicators (KPIs) 2
zero Baht) Categorized as follows; Ordinary shares 268,953,447 shares (Two hundred and sixty-eight million, nine hundred and fifty-three thousand, four hundred and forty- seven shares) Preference shares