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6 Apr 2016, 12:24 pm by Mary Whisner
For depth, use the State Tax Portfolios, available via the BNA platform or Bloomberg Law. [read post]
23 Jul 2018, 8:53 am by Michael Risch
Much of it is really helpful information, but all of the studies lack one key component: the patents that get litigated are highly selected. [read post]
27 Feb 2019, 6:07 am by Jochen Vester (UK)
EU Paris-aligned benchmarks: these have the more ambitious goal to select only components that contribute to attaining the 2°C reduction set out in the Paris Agreement. [read post]
9 Oct 2007, 1:43 am
This contains a great selection of training materials you can watch (you guessed it) online and for free. [read post]
21 Sep 2023, 9:01 pm by renholding
Otherwise, a fund’s portfolio might be inconsistent with what fund investors desired when selecting a fund based upon its name. [read post]
19 May 2010, 1:19 am by Andres
However, they are not known to litigate, and mostly engage in cross-licensing agreements with their portfolio (remember Novell?). [read post]
19 Oct 2011, 7:47 am by Stefanie Levine
In the current economy, more and more companies are seeking to monetize their patent portfolios. [read post]
19 Oct 2011, 7:47 am by Stefanie Levine
In the current economy, more and more companies are seeking to monetize their patent portfolios. [read post]
21 Sep 2023, 6:31 am
Otherwise, a fund’s portfolio might be inconsistent with what fund investors desired when selecting a fund based upon its name. [read post]
21 Sep 2023, 6:31 am
Otherwise, a fund’s portfolio might be inconsistent with what fund investors desired when selecting a fund based upon its name. [read post]
4 Apr 2022, 3:19 pm by Sarah Aberg
In the meantime, SEC examiners will continue to focus on ESG-related advisory services and investment products (including mutual funds, exchange-traded funds (ETFs), and private fund offerings) to ensure these funds: Are accurately disclosing their ESG investing approaches; Have implemented policies and procedures to ensure their ESG-related disclosures are in compliance with federal securities laws, including review of portfolio management; Are voting client securities in accordance with… [read post]
26 Nov 2021, 8:40 pm by Iona Wright (UK)
The proposal also seeks to make the ELTIF structure more attractive by easing selected fund rules for ELTIFs distributed solely to professional investors. [read post]
29 Nov 2011, 2:34 pm by Dennis Hursh
His departure also adds an intriguing chapter to the long-running debate regarding the value of active stock selection. [read post]
12 Nov 2018, 7:23 am by John Jascob
In particular, examinations will focus on index funds tracking custom-built indexes and assess the unique challenges associated with the selection and weighting of the custom-built or bespoke index components. [read post]
13 Feb 2013, 5:16 am by Mark Summerfield
  RA’s claimed contribution is to use measures of company size other than market capitalisation, or the other common weighting methods, to determine the proportions of shares to hold in a notional portfolio made up of a selected set of stocks. [read post]
6 Jan 2022, 7:58 am by Zamansky LLC
When you choose a broker or advisor at an investment firm to manage your portfolio, you expect your broker or advisor to manage your portfolio directly. [read post]
9 Jul 2023, 9:05 pm by renholding
This indicates that changes in portfolio risk profiles are likely attributed to the variations in the composition of available firms rather than binding active screening or selection by the funds themselves. [read post]