Download or read book Canadian Institutional Investment Rules written by Barbara Jean Hendrickson and published by CCH Canadian Limited. This book was released on 2003 with total page 962 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Legal for Life written by and published by . This book was released on 1989 with total page 536 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Legal for Life written by Stikeman, Elliott (Firm) and published by . This book was released on 1994 with total page 1000 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Governance Practices of Institutional Investors written by and published by . This book was released on 1998 with total page 113 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents findings and recommendations of a Senate committee that conducted hearings on the role and governance practices of institutional investors such as banks, mutual funds, life insurance companies, and pension plans. Begins with an overview of the characteristics of institutional investors in Canada, then discusses the following: governance of pension funds, including board member qualifications and stakeholder monitoring; established guidelines for governance; the governance of mutual funds; institutional investor activism, including representation on corporate boards; access to inside information; legal restraints on institutional investors, including absence of confidential voting for shareholders, restraints on communication among shareholders, and the difficulty in identifying shareholders; and the need for the foreign property rule that limits the foreign component in registered retirement savings plans and pension plans. Appendices include: examples of the use of derivatives to modify a portfolio; and guidelines from the Pension Investment Association of Canada, the Association of Canadian Pension Management, and the Office of the Superintendent of Financial Institutions.
Download or read book Standard Rules for the Operations of Institutions for Collective Investment in Securities written by Organisation for Economic Co-operation and Development. Committee on Financial Markets and published by . This book was released on 1972 with total page 92 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Investment Function of Canadian Financial Institutions written by Daniel Jay Baum and published by New York : Praeger Publishers. This book was released on 1973 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Private Equity Laws written by Aspatore Books Staff and published by . This book was released on 2006 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private Equity Laws is an authoritative, incisive collection of insider perspectives on the dynamic and innovative forefront of the laws that govern investments, negotiations, and funding within the fields of private equity and venture capital. Featuring group chairs and partners, all representing some of the nation's top firms, this book discusses the current shape and future state of the private equity field. These leading lawyers share their insight on globalization, investment strategies, claw-back provisions, fundraising, conducting successful fund negotiations, and more. Additionally, these authors offer practical guidance for the individual private equity investor or venture capitalist, elaborating on such laws as Sarbanes Oxely, The Investment Company Act, The Securities Act of 1933, The Investment Advisors Act, and other general tax laws that commonly intersect with private equity practices.
Download or read book Tax efficient Investing for Canadians written by André Fok Kam and published by IFSE Institute. This book was released on 2014-06-30 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax is an expense of investing, in the same way as brokerage commissions or management fees. By paying attention to the tax consequences of their investing decisions, investors can substantially increase the amount of investment income that ends up in their pocket at the end of the day. This book will give Canadian investors the tools they need to maximise the after-tax return on their investments while taking their risk tolerance into account. It is relevant to investors who hold individual stocks and bonds as well as those who invest through mutual funds, exchange-traded funds and similar products.
Download or read book Proposals for a Canada Mutual Funds Law written by James C. Baillie and published by Consumer and Corporate Affairs. This book was released on 1974 with total page 104 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Equity Eligibility Rules and Canadian Private Pension Fund Investments written by Lawrence Kryzanowski and published by . This book was released on 1984 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Are Institutional Investors an Important Source of Portfolio Investment in Emerging Markets written by Punam Chuhan and published by World Bank Publications. This book was released on 1994 with total page 45 pages. Available in PDF, EPUB and Kindle. Book excerpt: Major institutional investors in five industrial countries invest cautiously, and very little, in emerging market securities. But only in Germany are regulations on foreign investment a significant constraint.
Download or read book ESG and Responsible Institutional Investing Around the World A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.
Download or read book Getting and Staying Listed in Canada written by Timothy Sean Baikie and published by CCH Canadian Limited. This book was released on 2003 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Report written by Canadian Committee on Mutual Funds and Investment Contracts and published by . This book was released on 1969 with total page 856 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Institutional Investors in the New Financial Landscape written by OECD and published by OECD Publishing. This book was released on 1998-10-07 with total page 491 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication gives a comprehensive overview of the major driving forces behind recent trends, future prospects, financial market implications as well as regulatory and supervisory challenges related to the rise in institutional assets.
Download or read book Standard for Automatic Exchange of Financial Account Information in Tax Matters Second Edition written by OECD and published by OECD Publishing. This book was released on 2017-03-27 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication contains the following four parts: A model Competent Authority Agreement (CAA) for the automatic exchange of CRS information; the Common Reporting Standard; the Commentaries on the CAA and the CRS; and the CRS XML Schema User Guide.
Download or read book The Investment Function of Canadian Financial Institutions written by Daniel Jay Baum and published by . This book was released on 1972 with total page 974 pages. Available in PDF, EPUB and Kindle. Book excerpt:
