100+ Fund portfolio PowerPoint (PPT) Presentations, Fund portfolio PPTs

Fund portfolio - PowerPoint PPT Presentation

September 15, 2008 WMS Update BDUG 2008

Wealth Management Services. September 15, 2008 WMS Update BDUG 2008. Robert McMonagle, Relationship Manager. A service offering of National Securities Clearing Corporation, a subsidiary of The Depository Trust & Clearing Corporation. Agenda. New Product Offerings

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498 views • 37 slides

PROFESSIONAL ASSET MANAGEMENT

PROFESSIONAL ASSET MANAGEMENT. Basic Categories. Private Management : Clients each have a separate account {popular with institutions}. Account 1. Investor 1. $. $. Asset manager. $. Account 2. $. Investor 2. Account . Basic Categories.

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356 views • 21 slides

Mini-Fund Portfolio

Mini-Fund Portfolio. Emily Bridges Samantha McKelvy. Allocation of Capital. 60% Equity or $300,000 It has the highest rate of return 30% Fixed Income or $ 150,000 Gives small investors access to professionally managed, diversified portfolios 10% Cash or $50,000

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190 views • 8 slides

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Fund portfolio - PowerPoint PPT Presentation

September 15, 2008 WMS Update BDUG 2008

PROFESSIONAL ASSET MANAGEMENT

Mini-Fund Portfolio