PPT-Experiences with Sovereign Wealth Fund Management

Eric LE BORGNE The World Bank Beirut office May 10 2013 OUTLINE Challenges and policy i nstruments available for natural r esource rich countries SWFs objectives and associated design. 14 million JSE code ABIB Fund manager Errol Shear BBusSc Finance Hons CA SA CFA Asset management company Absa Asset Management Pty Ltd Fund details Minimum lump sum R 1 000 Minimum monthly R 100 Income declaration 31 Mar 30 Jun 30 Sep 31 Dec Income a over a rolling 60 month period Fund launch date 01 June 1994 Class A launch date 02 October 2000 Class B launch date 01 April 2005 Class C1 launch date 26 March 2013 Fund size R 292 billion JSE code ABBF Fund manager Errol Shear BBusSc Finance Hons Absa Wealth Preserver Plus Fund Minimum disclosure document Month ended 29 February 2016 Fund details Industry category SA - Multi Asset - Medium Equity Performance target CPI+3% over rolling two y . Wealth. Funds. Nabylah Abo dehman. Growth. . Economics. 2015/2016. Sovereign Wealth Funds. Definition. state-. owned. and . government-run. . investment. . vehicles. term. . coined. by Andrew . – Domain Knowledge Scan (DKS). December 2013. 2. Confidentiality. Our clients’ industries are extremely competitive. The confidentiality of companies’ plans and data is obviously critical. ICG will protect the confidentiality of all such client information. Similarly, management consulting is a competitive business. We view our approaches and insights as proprietary and therefore look to our clients to protect ICG’s interests in our proposals, presentations, methodologies and analytical techniques. Under no circumstances should this material be shared with any third party without the explicit written permission of ICG.. Robo. Advisors . 27 JANUARY 2015 . | . CFA Society . Houston. . William . Trout – Senior Analyst, Wealth Management. About Celent . We are…. …the industry’s premier provider of…. Business and IT strategy research. By Rajesh Shah. Classes of assets. Real estate. Commodities (like gold silver bullion etc.). Debt. Equity. Liquid. Other Assets. Sources of Income/ Types of Expenditure. Sources of Income. Salary. Business & Professional income. Zafer ulgez, DMS. Derivatives Markets Specialist, CSI, Canada, 2010. CFA program completed, CFA Institute, 2012. Financial advisor, Industriell Alliance, Canada, . 2009-2010. Trader (NYSE, CME, ICE) 2010-2013. presentation to. Opportunities of Ageing Conference. Dr Ganesh Nana. Chief Economist. Business and Economic Research Ltd. 10 April 2013. Economics and wealth is all about. liquidity. swap rates. house prices. Management Services Update. Karin Billias. September 25, 2013. Wealth Management Services. Wealth Management Services. 3. DTCC Non-Confidential. Alternative Investment Products. (AIP). AIP Overview. PART 1 Sustainable Business Development for CPAs: Integrating Comprehensive Wealth Management Services I n sert Firm Name and Program Name Welcome The Sustainable Business Series- CPAs [Insert your background, your credentials - list 3 or four items about yourself] visited on March 6, 2012). OTHER RELATED WORKS BY THE AUTHOR: INTERNATIONAL DEVELOPMENT LAW (Oxford University Press, 2009). Exercising a Quasi-Judicial Review ERTIFIEDCerti31cant Mr Lako is also a registered representative of ALPS Distributors Inc blakohensslercommain 770 429-9166direct 678 797-3800HEN000486 Exp 013120 Please see important disclosures on b HP Wealth Management and Teamwork are pleased to announce that the implementation of Wize was completed successfully Wize is a sophisticated Wealth Management platform seamlessly integrating a Portfol