Investment advisory - PowerPoint PPT Presentation


Mandatum AM Senior Loan Strategy

This pre-contractual disclosure outlines the Mandatum AM Senior Loan Strategy, which promotes environmental and social characteristics in its investment basket. Investments are monitored based on the UN Global Compact principles and the carbon footprint is measured and disclosed annually. Mandatum i

2 views • 5 slides


Leveraging Technical Advisory Services for IT Strategy and Digital Transformation

Leveraging Technical Advisory Services for IT Strategy & Digital Transformation\n\nIn today's rapidly evolving technological landscape, businesses face the constant challenge of staying ahead of the curve. The convergence of IT strategy, digital transformation, cloud solutions, and cybersecurity has

4 views • 2 slides



The Ultimate Guide to the Best Investment Plans

Investment planning is essential for achieving financial stability and growth. It involves the strategic allocation of resources into various investment vehicles to meet specific financial goals. Whether you are saving for retirement, your child's education, or looking to grow your wealth, having a

0 views • 6 slides


The Ultimate Guide to Choosing the Best Investment Plan

Investing is a crucial component of building long-term wealth and securing financial stability. However, with a myriad of investment options available, selecting the best investment plan can be overwhelming. This comprehensive guide will help you understand different types of investment plans, their

0 views • 6 slides


Circulation/ILL Advisory Group Overview and Manual Item Recovery Discussion

The Circulation/ILL Advisory Group plays a crucial role in consulting with CCS on system changes, conducting research, and recommending policy improvements. Advisory group members are expected to actively participate in meetings, engage in discussions, and collaborate with CCS staff. Additionally, t

0 views • 21 slides


GAO Tribal & Indigenous Advisory Council - August 2023

GAO initiated the first-ever Tribal and Indigenous Advisory Council in 2022 to address issues concerning Tribal Nations and their citizens. This council, consisting of 16 members, aims to provide insights and recommendations on emerging topics, diverse perspectives, and working processes. The focus

0 views • 7 slides


Advisory Jurisdiction of Supreme Court of India

Most countries grant their apex courts original and appellate jurisdiction, but the Indian Constitution includes advisory jurisdiction for the Supreme Court. Article 143 allows the President to seek the Court's opinion on important public matters. The Court advises the President, although it's non-b

2 views • 31 slides


Alabama State Advisory Group on Juvenile Justice and Delinquency Prevention Orientation

This presentation serves as an orientation for members of the Alabama State Advisory Group on Juvenile Justice and Delinquency Prevention, providing an overview of the group's role in implementing the ADECA LETS Title II Part B Formula Grant Program. Key terms related to juvenile justice are explain

0 views • 19 slides


Strategic Advisory Group of Experts on Immunization (SAGE) Overview

The Strategic Advisory Group of Experts on Immunization (SAGE) is a key advisory group of the World Health Organization (WHO) established in 1999 to offer policy and strategy advice on vaccines and immunization. SAGE advises on vaccine-preventable diseases, monitors the Global Vaccine Action Plan, a

1 views • 8 slides


Customised Investment Portfolios at West Indies Stockbrokers Limited

Explore Customised Investment Portfolios (CIPs) offered by West Indies Stockbrokers Limited, comprising primarily of Exchange Traded Funds (ETFs) providing access to global stock and bond markets. Learn about ETFs, market indices, benefits of investing in CIPs, and portfolio performance. Make inform

0 views • 24 slides


Technical Appraisal of Infrastructure Development Project

A detailed discussion on the investment project cycle, investment project appraisal, technical appraisal with components and techniques, and decision factors. Includes a case study on Rural Connectivity Improvement Project (RCIP). Raises critical questions regarding design, engineering, organization

0 views • 40 slides


Role of Securities Firms and Investment Banks in Financial Markets

Securities firms and investment banks play a vital role in facilitating the transfer of funds between suppliers and users in financial markets with efficiency and low costs. Investment banks assist businesses and governments in raising funds through securities issuance, while securities firms aid in

0 views • 26 slides


Business Investment Opportunities- Best Investment Options in India 2024 for Hig

Find effective Business investment opportunities and investment fundamentals with CreditQ, your trusted business platform. Review the key investing plan considerations. For smart and effective generating wealth, balance return expectations, risk tole

2 views • 9 slides


INVESTMENT PROPERTIES

Explore key definitions, measurements, and disclosures related to Investment Property under Ind-AS and AS-1, with examples distinguishing between investment property and non-investment property. Learn about dual-purpose properties and how to differentiate them for accounting purposes.

0 views • 24 slides


Stock Pitch Competition: Crafting a Winning Investment Thesis

Prepare for a stock pitch competition with the Exeter Student Investment Fund by understanding what makes a strong investment thesis, the importance of catalysts, and how to differentiate your insight for a mispriced stock. Learn the key components of a pitch, from industry and company overview to v

0 views • 14 slides


WHO Global Malaria Programme: Malaria Policy Advisory Committee Insights

The Malaria Policy Advisory Committee (MPAC) ensures independent, strategic advice on all aspects of malaria control and elimination. MPAC convenes twice a year, with meetings open to observers, and provides valuable recommendations to the WHO Director-General through the Global Malaria Programme. V

1 views • 6 slides


Disadvantaged Communities Advisory Group - SB 350 Related Programs and Appointments

The Disadvantaged Communities Advisory Group focuses on the implementation of SB 350 and related programs to benefit disadvantaged communities. The group prioritizes access to clean energy technologies, affordability of energy services, and maximizing economic and environmental improvements. Appoint

0 views • 11 slides


The Boundaries of Investment Arbitration: Crossroads of Trade and Human Rights Law

This material delves into the overlapping realms of investment arbitration, trade law, and European human rights law in investor-state disputes. It examines the use of ECtHR and WTO references in arbitration rulings, the nuances of citation choices, the appeal of juridical rulings, and the comparati

0 views • 18 slides


Financial Planning Essentials: Establishing a Solid Investment Program

Explore the key steps involved in establishing an investment program, including assessing current financial conditions, setting financial goals, budgeting, understanding investment goals, and managing personal debt. Dive into the importance of liquidity, factors influencing investment decisions, and

0 views • 66 slides


Insights on Investment Strategies and Trusts in Q1 2016

Delve into the world of investment with insights on market trends, risk assessment, ideal investments in equities and funds, and a focus on closed-end investment trusts in the UK. Explore expert opinions on long-term strategies, asset value discounts, governance principles, and more, all presented i

0 views • 36 slides


Offshore Safety Advisory Committees for Energy Sector

The National Offshore Safety Advisory Committee (NOSAC) and Ocean Energy Safety Advisory Committee (OESC) were established to enhance safety standards, containment capabilities, and regulations in offshore drilling operations. The committees focus on spill prevention, response, containment, and safe

0 views • 16 slides


Rental Housing Study Advisory Committee Kickoff Meeting in Montgomery County

The Rental Housing Study Advisory Committee Kickoff Meeting in Montgomery County, Maryland took place on April 27, 2015. This meeting focused on the comprehensive approach to rental housing issues, especially for low and moderate-income households. The study included an overview of existing conditio

0 views • 10 slides


Long-Term Investment Decision Making and Financial Feasibility Evaluation

Explore the process of long-term decision-making in corporate strategic decisions, focusing on growth opportunities and financial feasibility evaluations. Learn about investment appraisal methods including Discounted Cash Flow, Net Present Value, and Internal Rate of Return, alongside the importance

0 views • 46 slides


Building an Effective Advisory Board for Your Media Outlet

Discover the benefits of forming an advisory board for your media outlet, including feedback on mission/goals, industry trends, mentorship, networking opportunities, and enhancing credibility. Learn how an advisory board can support without interfering with operational authority or day-to-day decisi

0 views • 18 slides


Enhancing Country Platforms for Technical Assistance and Quality Assurance in Investment Strategies

The Second Investors Group in St. Albans, United Kingdom, in February 2016 focused on country platforms, technical assistance, and quality assurance in the context of investment strategies. Key feedback emphasized a bottom-up approach, holistic issue resolution, and defining quality in investment ca

0 views • 16 slides


Understanding Investment Funds: Types, Benefits, and Management

Investment funds offer a way for clients to invest money to meet specific objectives, managed by professionals who select suitable investments based on fund goals. Funds pool money from multiple investors for economies of scale, diversification, and access to professional management. Collective inve

0 views • 11 slides


Haynes Barker Investment Management, LLC - Financial Services Overview

Boutique investment firm based in Jackson, TN, providing portfolio management, financial planning, and wealth transfer strategies to high-net-worth individuals, families, trusts, foundations, and business owners. Services include investment management, retirement planning, estate planning, asset all

0 views • 16 slides


Investment Decision Rules and Methods in Corporate Finance

Explore investment decision rules and methods in corporate finance, including calculating NPV, comparing investment projects, payback rule, and internal rate of return. Learn how to select investment projects efficiently based on financial value calculations. Discover the advantages and disadvantage

0 views • 23 slides


Overview of Federal Advisory Committee on Insurance

The Federal Advisory Committee on Insurance (FACI) operates under the Federal Advisory Committee Act (FACA) to provide advice and recommendations to the Federal Insurance Office (FIO). The FACI Charter guides its objectives, representative members, and responsibilities, ensuring ethical standards ar

0 views • 13 slides


The 48 Hour Investment Process at Cove Street Capital

Explore the investment philosophy and process at Cove Street Capital through the lens of Principal and Portfolio Manager Ben Claremon. Learn about fundamental value investing, key investment questions, and why it matters to job seekers in investment management.

0 views • 52 slides


Mastering Your Investment Goals: A Comprehensive Guide

This comprehensive guide on investing covers setting appropriate goals, understanding key investment characteristics, working with professionals, safeguarding against scams, assessing risk tolerance, and aligning personal values with investment choices. Learn to define and prioritize your financial

0 views • 42 slides


Understanding Net Investment in Capital Assets and Its Importance

Net Investment in Capital Assets is a critical component of an entity's financial position, reflecting the value of capital assets owned. It represents the portion of the net position that is not spendable as it is invested in assets. Calculating Net Investment in Capital Assets involves subtracting

1 views • 17 slides


Ministry of Investment - Addressing Economic Growth in South Sudan

The Ministry of Investment in South Sudan plays a crucial role in attracting and facilitating both domestic and foreign investments to enhance the country's economic development post-conflict. Established after the Revitalized Agreement in 2018, the ministry focuses on creating a conducive business

0 views • 26 slides


Business Case for Investment in New Variety Development

Emphasizing the shift from viewing plant breeding as a cost to recognizing it as an investment that yields returns, this chapter focuses on creating compelling business cases for investments in demand-led plant breeding. It discusses investment decisions, costs estimation, and management, highlighti

0 views • 17 slides


Enhancing Advisory Committees for Inclusive Workforce Education

This material discusses the importance of building inclusive advisory committees in workforce education. It covers topics such as industry involvement in education, advisory committee best practices, engaging employers, and indispensable traits for high-performance committees. Insights on identifyin

0 views • 15 slides


International Investment Dispute Resolution Advisory Centre by UNCITRAL

The UNCITRAL Advisory Centre on International Investment Dispute Resolution aims to address the increasing number of investment disputes faced by countries, particularly developing and least developed nations. The Centre provides technical assistance, legal advice, and capacity-building to help thes

0 views • 8 slides


The Future of Commercial and Investment Dispute Resolution: The Multilateral Investment Court vs. International Arbitration

International dispute resolution systems, particularly arbitration, face challenges like cost and time efficiency. The Multilateral Investment Court (MIC), proposed by the EU, aims to replace traditional ISDS systems and provide a permanent multilateral court for investment disputes. The MIC incorpo

0 views • 16 slides


Overview of CISI Exam Revision Course for Securities & Investment

Explore the CISI exam revision course for securities and investment, offered by the leading professional body for investment industry staff. Learn about the qualifications, global presence, and diverse range of exams focused on the international marketplace. Gain a valuable understanding of investme

0 views • 115 slides


Strategic Technology Investment Decisions for Mozambique Energy Landscape

Genesis, a market-leading advisory company, is committed to assisting energy companies in making the right technological investment decisions to reshape Mozambique's energy landscape. With Mozambique at a critical inflection point, strategic technology investments are essential to unlock value, driv

0 views • 8 slides


Investment Advisory | Avier Wealth Advisors

Avier Wealth Advisors provides investment advisory services, helping clients in Bellevue achieve their financial goals with tailored strategies, expert guidance, and long-term planning.

0 views • 2 slides