NASDAQ Global Index. More information about the Index can be found at

Size: px
Start display at page:

Download "NASDAQ Global Index. More information about the Index can be found at"

Transcription

1 NASDAQ Global Index The NASDAQ Global Index is a float adjusted market capitalization-weighted index designed to track the performance of global equities covering over 98% of the entire listed market capitalization of the global equity space. More information about the Index can be found at 1-YEAR PERFORMANCE 25% 2 NASDAQ Global TR Index [21.54%] QUICK FACTS Securities: 9060 Currency: USD History: 03/30/ % 1 5% 8/13 9/13 10/13 11/13 12/13 1/14 2/14 3/14 4/14 5/14 6/14 7/14 8/14 INDEX TICKERS Price Return: NQGI Total Return: NQGIT Net Total Return: NQGIN TOP 10 SECURITIES BY WEIGHT INDUSTRY BREAKDOWN TICKER SECURITY WEIGHT INDUSTRY WEIGHT SECURITIES AAPL APPLE INC. 1.41% Oil & Gas 9.07% 472 XOM EXXON MOBIL CP 0.97% Basic Materials 5.74% 752 MSFT MICROSOFT CORP 0.77% Industrials 13.44% 1908 JNJ JOHNSON AND JOHNS DC 0.67% Consumer Goods 12.44% 1074 WFC WELLS FARGO & CO NEW 0.62% Health Care 9.97% 638 GE GEN ELECTRIC CO 0.59% Consumer Services 10.17% 1134 NESN NESTLE N 0.58% Telecommunications CVX CHEVRON CORP 0.56% Utilities 3.31% 285 JPM JP MORGAN CHASE CO 0.51% Financials 22.39% 1883 PG PROCTER GAMBLE CO 0.51% Technology 10.17% 768

2 PERFORMANCE (TR Version) ANNUAL CUMULATIVE ANNUALIZED 21.54% 21.54% 21.54% 17.73% 43.09% 19.62% 6.49% % 74.92% 15.07% % % 84.93% 57.28% 13.08% 7.84% % 20.42% 17.08% 21.64% 40.54% 69.24% 98.15% % 4.98% % 9.2 ANNUALIZED VOLATILITY (TR Version) ANNUAL 8.14% % 16.29% 17.57% % 10.68% 10.59% 8.06% CUMULATIVE 8.14% 9.32% 13.24% 14.06% 14.77% 20.16% % %

3 3-YEAR PERFORMANCE NASDAQ Global TR Index [52.38%] /11 9/11 10/11 11/11 12/11 1/12 2/12 3/12 4/12 5/12 6/12 7/12 8/12 9/12 10/12 11/12 12/12 1/13 2/13 3/13 4/13 5/13 6/13 7/13 8/13 9/13 10/13 11/13 12/13 1/14 2/14 3/14 4/14 5/14 6/14 7/14 8/ YEAR PERFORMANCE NASDAQ Global TR Index [84.93%] YEAR PERFORMANCE NASDAQ Global TR Index [141.04%] /04 11/04 2/05 5/05 8/05 11/05 2/06 5/06 8/06 11/06 2/07 5/07 8/07 11/07 2/08 5/08 8/08 11/08 2/09 5/09 8/09 11/09 2/10 5/10 8/10 11/10 2/11 5/11 8/11 11/11 2/12 5/12 8/12 11/12 2/13 5/13 8/13 11/13 2/14 5/14 8/14

4 MONTHLY PERFORMANCE (TR Version) Aug % Apr % Dec % Jul % Mar % Nov % Jun 2014 May Feb 2011 Jan % 1.26% Oct 2007 Sep % 5.28% Apr % Dec % Aug % Mar % Nov % Jul % Feb % Oct % Jun % Jan Sep May % Dec % Aug % Apr % Nov % Jul % Mar % Oct % Jun % Feb % Sep 2013 Aug % -2.07% May 2010 Apr % 0.74% Jan 2007 Dec % 2.3 Jul 2013 Jun 2013 May % Mar 2010 Feb 2010 Jan % -4.01% Nov 2006 Oct 2006 Sep % 3.86% 1.11% Apr % Dec Aug % Mar % Nov Jul % Feb % Oct % Jun % Jan % Sep % May % Dec % Aug % Apr % Nov % Jul % Mar % Oct % Jun % Feb % Sep % May % Jan % Aug % Apr % Dec % Jul % Mar Nov % Jun 2012 May % -8.83% Feb 2009 Jan % -8.26% Oct 2005 Sep % Apr 2012 Mar 2012 Feb 2012 Jan 2012 Dec 2011 Nov % 0.61% 5.07% 6.27% -0.26% -3.02% Dec 2008 Nov 2008 Oct 2008 Sep 2008 Aug 2008 Jul % -6.61% % % -1.88% -2.18% Aug 2005 Jul 2005 Jun 2005 May 2005 Apr 2005 Mar % 4.19% 1.32% % -2.1 Oct 2011 Sep 2011 Aug % Jun 2008 May 2008 Apr % 1.92% 5.48% Feb 2005 Jan 2005 Dec % % Jul 2011 Jun % Mar 2008 Feb % 0.64% Nov 2004 Oct % 2.43% May % Jan % Sep %

5 QUARTERLY PERFORMANCE (TR Version) Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q Q % Q Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q % Q

6 SEGMENT ANALYSIS Developed Markets Emerging Markets % % SIZE ANALYSIS Large Cap Mid Cap Small Cap % % % REGION ANALYSIS North America Latin America Asia Pacific Europe Middle East & Africa % % COUNTRY ANALYSIS United States Japan United Kingdom Canada France Other % % % % % %

7 All Information as of 08/29/2014. Sources: NASDAQ OMX Global Indexes Research. Bloomberg. FactSet. DISCLAIMER NASDAQ and NASDAQ OMX are registered trademarks of The NASDAQ OMX Group, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither The NASDAQ OMX Group, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding NASDAQ-listed companies or NASDAQ proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED. NASDAQ GLOBAL INDEXES NASDAQ LICENSING INDEX DATA SALES GLOBALINDEXES@NASDAQOMX.COM NASDAQLICENSING@NASDAQOMX.COM GISCUSTOMERSERVICE@NASDAQOMX.COM CORPORATE HEADQUARTERS ONE LIBERTY PLAZA 165 BROADWAY NEW YORK, NY WORLDWIDE OFFICES ARMENIA AUSTRALIA BELGIUM CANADA CHINA DENMARK ESTONIA FINLAND FRANCE GERMANY HONG KONG S.A.R. CHINA ICELAND INDIA ITALY JAPAN LATVIA LITHUANIA NORWAY NETHERLANDS PHILIPPINES SINGAPORE SPAIN STOCKHOLM UNITED ARAB EMIRATES UNITED KINGDOM COPYRIGHT THE NASDAQ OMX GROUP, INC. ALL RIGHTS RESERVED.

NASDAQ-100. More information about the Index can be found at

NASDAQ-100. More information about the Index can be found at NASDAQ-100 The NASDAQ-100 Index includes 100 of the largest domestic and international non-financial companies listed on The NASDAQ Stock Market based on market capitalization. The Index reflects companies

More information

Nasdaq Victory US 100 Large High Div Vol Wt L/C TR

Nasdaq Victory US 100 Large High Div Vol Wt L/C TR Nasdaq Victory US 100 Large High Div Vol Wt L/C TR The Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Total Return Index is based on the Nasdaq Victory U.S. Large Cap High

More information

NASDAQ Composite INDEX TICKERS

NASDAQ Composite INDEX TICKERS NASDAQ Composite The Nasdaq Composite Index measures all Nasdaq domestic and international based common type stocks listed on The Nasdaq Stock Market. To be eligible for inclusion in the Index, the security's

More information

NASDAQ OMX Green Economy Europe USD

NASDAQ OMX Green Economy Europe USD NASDAQ OMX Green Economy Europe USD The NASDAQ OMX Green Economy Europe Index is a market-capitalization weighted designed to track the performance of companies across the spectrum of industries most closely

More information

Nasdaq US Price Setters Index

Nasdaq US Price Setters Index Nasdaq US Price Setters Index The Nasdaq US Price Setters Index is designed to provide exposure to US companies within the Nasdaq US Large Mid Cap Index which exhibit high degrees of pricing power. The

More information

Nasdaq US Large Cap Equities for Rising Rates Index

Nasdaq US Large Cap Equities for Rising Rates Index Nasdaq US Large Cap Equities for Rising Rates Index The Nasdaq US Large Cap Equities for Rising Rates Index (NQERR) consists of 5 U.S. securities whose stock prices have historically exhibited relatively

More information

The Capital Strength Index

The Capital Strength Index The Capital Strength Index The Capital Strength Index seeks to provide exposure to well-capitalized companies with strong market positions that have the potential to provide their stockholders with a greater

More information

Nasdaq Chaikin Power US Small Cap Index

Nasdaq Chaikin Power US Small Cap Index Nasdaq Chaikin Power US Small Cap Index The Nasdaq Chaikin Power Indexes are rules-based, quantitatively enabled indexes designed to augment existing Index benchmarks based on the Chaikin Investment Strategy

More information

Nasdaq AlphaDEX Mid Cap Core Index

Nasdaq AlphaDEX Mid Cap Core Index Nasdaq AlphaDEX Mid Cap Core Index The NASDAQ AlphaDEX US Index Family employs the AlphaDEX stock selection methodology to select stocks from the Nasdaq US Select Index Family and the Nasdaq US Select

More information

Nasdaq AlphaDEX Large Cap Growth Index

Nasdaq AlphaDEX Large Cap Growth Index Nasdaq AlphaDEX Large Cap Growth Index The NASDAQ AlphaDEX US Index Family employs the AlphaDEX stock selection methodology to select stocks from the Nasdaq US Select Index Family and the Nasdaq US Select

More information

Nasdaq Victory International 500 Vol Wt NTR Index

Nasdaq Victory International 500 Vol Wt NTR Index Nasdaq Victory International 500 Vol Wt NTR Index The Nasdaq Victory International 500 Volatility Weighted Net Total Return Index contains the 500 largest publicly traded stocks within the Nasdaq Global

More information

Nasdaq US Large Cap Equities for Rising Rates Index

Nasdaq US Large Cap Equities for Rising Rates Index Nasdaq US Large Cap Equities for Rising Rates Index The Nasdaq US Large Cap Equities for Rising Rates Index (NQERR) consists of 5 U.S. securities whose stock prices have historically exhibited relatively

More information

Nasdaq AlphaDEX Large Cap Value Index

Nasdaq AlphaDEX Large Cap Value Index Nasdaq AlphaDEX Large Cap Value Index The NASDAQ AlphaDEX US Index Family employs the AlphaDEX stock selection methodology to select stocks from the Nasdaq US Select Index Family and the Nasdaq US Select

More information

Nasdaq Victory International 500 Vol Wt TR

Nasdaq Victory International 500 Vol Wt TR 12/11 3/12 6/12 9/12 3/13 6/13 9/13 12/13 6/14 9/14 12/14 3/15 9/15 12/15 3/16 6/16 12/16 3/17 6/17 9/17 3/18 6/18 9/18 12/18 Nasdaq Victory International 500 Vol Wt TR The Nasdaq Victory International

More information

VINX 30 Index. More information about the Index can be found at

VINX 30 Index. More information about the Index can be found at VINX 30 Index The VINX 30 Index is the leading share index of the Nordic Exchanges and the Oslo exchange. The index consists of the 30 largest and most actively traded shares listed on NASDAQ OMX Nordic

More information

NASDAQ AlphaDEX Switzerland CHF TR Index

NASDAQ AlphaDEX Switzerland CHF TR Index NASDAQ AlphaDEX Switzerland CHF TR Index The NASDAQ AlphaDEX Switzerland Index employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ Switzerland Index. The Index is constructed

More information

VINX Benchmark EUR_GI

VINX Benchmark EUR_GI VINX Benchmark EUR_GI The VINX Benchmark index (VINXB) consists of a selection of the largest and most traded stocks, with representation from a majority of the Industries. The weight of each constituent

More information

December Overview. Table 1.1 Overview trends for Domestic, Export and Import trade

December Overview. Table 1.1 Overview trends for Domestic, Export and Import trade December 2018 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

VT Vanguard Total World Stock ETF

VT Vanguard Total World Stock ETF Vanguard Total World Stock ETF ETF.com segment: Equity: Global - Total Market Competing ETFs: ACWI, MJ, XMX, ACIM, DRIV Related ETF Channels: Total Market, Broad-based, Vanilla, Global, Equity, Size and

More information

URTH ishares MSCI World ETF

URTH ishares MSCI World ETF ishares MSCI World ETF ETF.com segment: Equity: Developed Markets - Total Market Competing ETFs: BOTZ, SNSR, RFDI, FDRR, JPGE Related ETF Channels: Total Market, Broad-based, Vanilla, Equity, Size and

More information

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN MIKE LESLIE, FACULTY PENSION PLAN NEIL WATSON, LEITH WHEELER FEBRUARY 11, 2015 Presenters Mike Leslie Executive Director, Investments Faculty Pension Plan

More information

FTSE All-World High Dividend Yield

FTSE All-World High Dividend Yield FTSE Russell Factsheet High Dividend Index Data as at: 31 August 2018 bmktitle1 The High Dividend Index comprises stocks that are characterized by higherthan-average dividend yields, and is based on the

More information

ASET FlexShares Real Assets Allocation Index Fund

ASET FlexShares Real Assets Allocation Index Fund FlexShares Real Assets Allocation Index Fund ETF.com segment: Equity: Global - Total Market Competing ETFs: QXGG, FVC, DWLV, VT, ACWI Related ETF Channels: Trend-Following, Size and Style, Smart-Beta ETFs,

More information

April Domestic Exports Imports. Volume Tonnes SW. MAT Apr-16 4, ,332 33, , % Change 2.8% 4.3% 12.6% 5.9% 2.9% 4.

April Domestic Exports Imports. Volume Tonnes SW. MAT Apr-16 4, ,332 33, , % Change 2.8% 4.3% 12.6% 5.9% 2.9% 4. April 2017 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR. March Issued: May 2018

SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR. March Issued: May 2018 SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR March 218 Issued: May 218 OVERVIEW OF SECTION 232 Section 232 of the Trade Expansion Act of 1962, as amended, authorizes the President to adjust the imports

More information

IOOF. International Equities Portfolio NZD. Quarterly update

IOOF. International Equities Portfolio NZD. Quarterly update IOOF NZD Quarterly update For the period ended 30 September 2018 Contents Overview 2 Portfolio at glance 3 Performance 4 Asset allocation 6 Overview At IOOF, we have been helping Australians secure their

More information

FTSE Global All Cap Index

FTSE Global All Cap Index FTSE Russell Factsheet FTSE Global All Cap Index bmktitle1 The FTSE Global All Cap Index is a market-capitalisation weighted index representing the performance of the large, mid and small cap stocks globally.

More information

FTSE Global All Cap Index

FTSE Global All Cap Index FTSE Russell Factsheet FTSE Global All Cap Index bmktitle1 The FTSE Global All Cap Index is a market-capitalisation weighted index representing the performance of the large, mid and small cap stocks globally.

More information

SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR. Data through May Issued: July 2018

SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR. Data through May Issued: July 2018 SPECIAL REPORT: U.S. ALUMINUM IMPORT MONITOR Data through May 218 Issued: July 218 OVERVIEW OF SECTION 232 Section 232 of the Trade Expansion Act of 1962, as amended, authorizes the President to adjust

More information

Schroder ISF European Equity Yield Discover yield and growth

Schroder ISF European Equity Yield Discover yield and growth Schroder ISF European Equity Yield Discover yield and growth * The Schroder ISF European Equity Yield (the Fund ) intends to make regular fixed distributions to investors and, if its income is insufficient

More information

A Global Economic and Market Outlook

A Global Economic and Market Outlook A Global Economic and Market Outlook Presented by Dr Chris Caton December 2008 US Housing starts and Permits 2.3 (Millions) Permits Starts 2.1 1.9 1.7 1.5 1.3 1.1 0.9 0.7 96 97 98 99 00 01 02 03 04 05

More information

Deutsche Global Infrastructure Fund (TOLLX)

Deutsche Global Infrastructure Fund (TOLLX) Global Infrastructure Fund (TOLLX) A step beyond MLPs Important risk information Any fund that concentrates in a particular segment of the market will generally be more volatile than a fund that invests

More information

May Domestic Exports Imports. Volume Tonnes SW. MAT May-14 4, ,960 38, ,

May Domestic Exports Imports. Volume Tonnes SW. MAT May-14 4, ,960 38, , May 2014 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

March Domestic Exports Imports. Volume Tonnes SW. MAT Mar-16 4, ,322 32, , % Change 3.8% 5.2% 13.2% 8.0% 1.1% 1.

March Domestic Exports Imports. Volume Tonnes SW. MAT Mar-16 4, ,322 32, , % Change 3.8% 5.2% 13.2% 8.0% 1.1% 1. March 2017 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

Global Economic and Market Trends Prof. Jeremy J. Siegel ~ The Wharton School Nasdaq OMX Stock Exchange 15 th Anniversary Conference Tallinn, Estonia

Global Economic and Market Trends Prof. Jeremy J. Siegel ~ The Wharton School Nasdaq OMX Stock Exchange 15 th Anniversary Conference Tallinn, Estonia Global Economic and Market Trends Prof. Jeremy J. Siegel ~ The Wharton School Nasdaq OMX Stock Exchange 15 th Anniversary Conference Tallinn, Estonia ~ May 20, 2011 Important Information This presentation

More information

VYMI Vanguard International High Dividend Yield ETF

VYMI Vanguard International High Dividend Yield ETF Vanguard International High Dividend Yield ETF ETF.com segment: Equity: Global Ex-U.S. - High Dividend Yield Competing ETFs: DWX, HDAW Related ETF Channels: Smart-Beta ETFs, Dividend, Broad-based, High

More information

Quarterly Investment Update First Quarter 2017

Quarterly Investment Update First Quarter 2017 Quarterly Investment Update First Quarter 2017 Market Update: A Quarter in Review March 31, 2017 CANADIAN STOCKS INTERNATIONAL STOCKS Large Cap Small Cap Growth Value Large Cap Small Cap Growth Value Emerging

More information

Table Lamp & Reading Light Produced by IAR Team Focus Technology Co., Ltd

Table Lamp & Reading Light Produced by IAR Team Focus Technology Co., Ltd Table Lamp & Reading Light 2012.12 Produced by IAR Team Focus Technology Co., Ltd Contents 1. Chinese Table Lamps & Reading Lights Industry Export from Jan. to Nov. in 2012... 3 1.1. Export Quantity &

More information

Power your way to higher yields

Power your way to higher yields Schroder Asian Income SGD Class Power your way to higher yields * Distributions at a variable percentage per annum of the net asset value per unit of the Schroder Asian Income SGD Class (the Fund ) will

More information

FTSE Global Equity Index Series

FTSE Global Equity Index Series FTSE Global Equity Index Series THE FTSE GLOBAL EQUITY INDEX SERIES With an unparalleled record of flexibility, transparency, consistent accuracy and the ability to meet any mandate, FTSE indices are already

More information

Quarterly Investment Update First Quarter 2018

Quarterly Investment Update First Quarter 2018 Quarterly Investment Update First Quarter 2018 Dimensional Fund Advisors Canada ULC ( DFA Canada ) is not affiliated with [insert name of Advisor]. DFA Canada is a separate and distinct company. Market

More information

July 2012 Chartbook The Halftime Report

July 2012 Chartbook The Halftime Report Average Daily $VA LUE Traded ($Billions ) $Billions (212 ( US China Japan CHI-X London Hong Kong Germany France Canada Korea Australia Brazil Taiwan Spain India Italy $billions Switzerland Sweden Amsterdam

More information

M&A. Predictor? What is KPMG s M&A 13% Global M&A levels expected to stay strong in Capacity (net debt/ebitda) Appetite (Forward P/E ratios)

M&A. Predictor? What is KPMG s M&A 13% Global M&A levels expected to stay strong in Capacity (net debt/ebitda) Appetite (Forward P/E ratios) M&A February 2016 Predictor Global M&A levels expected to stay strong in 2016 After a strong year for M&A in key markets during 2015, analysts expect the world s largest corporates to maintain the positive

More information

Second estimate for the third quarter of 2008 EU27 current account deficit 39.5 bn euro 19.3 bn euro surplus on trade in services

Second estimate for the third quarter of 2008 EU27 current account deficit 39.5 bn euro 19.3 bn euro surplus on trade in services STAT/09/12 22 January 2009 Second estimate for the third quarter of 20 EU27 current account deficit 39.5 bn euro 19.3 bn euro surplus on trade in According to the latest revisions1, the EU272 external

More information

Some Historical Examples of Yield Curves

Some Historical Examples of Yield Curves 3 months 6 months 1 year 2 years 5 years 10 years 30 years Some Historical Examples of Yield Curves Nominal interest rate, % 16 14 12 10 8 6 4 2 January 1981 June1999 December2009 0 Time to maturity This

More information

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN MIKE LESLIE, FACULTY PENSION PLAN NEIL WATSON, LEITH WHEELER FEBRUARY 12, 2014 Presenters Mike Leslie Executive Director, Investments Faculty Pension Plan

More information

Fund X-Ray December 2014

Fund X-Ray December 2014 Fund X-Ray December 2014 IMPORTANT INFORMATION CONCERNING THE INVESTMENT GOALS, RISKS, CHARGES AND EXPENSES IS CONTAINED IN THE PROSPECTUS, WHICH IS AVAILABLE AT ANY OF OUR GUARDIAN ASSET MANAGEMENT OFFICES,

More information

FTSE All-World ex Coal Index Series

FTSE All-World ex Coal Index Series FTSE Russell Factsheet FTSE All-World ex Coal Index Series Data as at: 29 March 2019 bmktitle1 Market participants are increasingly looking to manage carbon exposure in their investments, and reduce write-off

More information

DTH WisdomTree International High Dividend Fund

DTH WisdomTree International High Dividend Fund WisdomTree International High Dividend Fund ETF.com segment: Equity: Developed Markets Ex-U.S. - High Dividend Competing ETFs: IDV, HDEF, EFAS, FIDI Related ETF Channels: Developed Markets Ex-U.S., Smart-Beta

More information

Multi Asset Indices Selection and Rebalance Dates

Multi Asset Indices Selection and Rebalance Dates 29 January 2015 DBIQ Index Selection Report Multi Asset Indices Selection and Rebalance Dates The report is designed to provide the details of future dates of selection and rebalance of various Multi-Asset

More information

Multi Asset Indices Selection and Rebalance Dates

Multi Asset Indices Selection and Rebalance Dates 30 Jan 2017 DBIQ Index Selection Report Multi Asset Indices Selection and Rebalance Dates The report is designed to provide the details of future selection and rebalance dates of various Multi-Asset Indices

More information

December Overview. Table 1.1 Overview trends for Domestic, Export and Import trade

December Overview. Table 1.1 Overview trends for Domestic, Export and Import trade December 2016 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

Balanced Plus Select Portfolio Pn

Balanced Plus Select Portfolio Pn Factsheet as at : August 25, 2018 Balanced Plus Select Portfolio Pn Fund objective This portfolio aims to provide long-term capital growth while keeping risk in a target volatility range of 10-12% over

More information

IXG ishares Global Financials ETF

IXG ishares Global Financials ETF ishares Global Financials ETF ETF.com segment: Equity: Global Financials Competing ETFs: DFNL Related ETF Channels: Broad-based, Vanilla, Global, Equity, Financials, Sectors Find more ETFs with our ETF

More information

Reporting practices for domestic and total debt securities

Reporting practices for domestic and total debt securities Last updated: 27 November 2017 Reporting practices for domestic and total debt securities While the BIS debt securities statistics are in principle harmonised with the recommendations in the Handbook on

More information

Auscap Long Short Australian Equities Fund Newsletter June 2018

Auscap Long Short Australian Equities Fund Newsletter June 2018 Auscap Long Short Australian Equities Fund Auscap Asset Management Limited Disclaimer: This newsletter contains performance figures and information in relation to the Auscap Long Short Australian Equities

More information

December Domestic Exports Imports. Volume Tonnes SW. MAT December-14 4, ,192 39, ,

December Domestic Exports Imports. Volume Tonnes SW. MAT December-14 4, ,192 39, , December 2014 Overview Table 1.1 Overview trends for Domestic, Export and Import trade Domestic Exports Imports Month Slaughter Pigmeat (Tonnes) Volume Tonnes SW Value $AUD (Million) Volume Tonnes SW Value

More information

MOTI VanEck Vectors Morningstar International Moat ETF

MOTI VanEck Vectors Morningstar International Moat ETF VanEck Vectors Morningstar International Moat ETF ETF.com segment: Equity: Global Ex-U.S. - Total Market Competing ETFs: IQDF, IFV, VIDI, IQDE, IQDY Related ETF Channels: Smart-Beta ETFs, Global Ex-US,

More information

Q3 Individual Equity Holdings in the Advisor Perspectives Universe

Q3 Individual Equity Holdings in the Advisor Perspectives Universe Q3 Individual Equity Holdings in the Advisor Perspectives Universe This study analyzes the holdings of individual equities within the Advisor Perspectives (AP) Universe, as of the end of Q3 2007. A previous

More information

Balanced Select Portfolio Pn

Balanced Select Portfolio Pn Factsheet as at : September 22, 2018 Balanced Select Portfolio Pn Fund objective This portfolio aims to provide long-term capital growth while keeping risk in a target volatility range of 8-10% over a

More information

THOMSON REUTERS CORPORATE RESPONSIBILITY INDICES Q2 2016

THOMSON REUTERS CORPORATE RESPONSIBILITY INDICES Q2 2016 INDICES Q2 2016 OUTLINE Ratings Indices Information Sources Index Performance Summary 2 THOMSON REUTERS ESG DATA SOURCES Annual Reports Company Websites NGO Websites Stock Exchange Filings CSR Reports

More information

Travel Insurance and Assistance

Travel Insurance and Assistance Travel Insurance and Assistance Worldwide research covering over 40 countries Series Prospectus Finaccord Web: www.finaccord.com. E-mail: info@finaccord.com 1 Prospectus contents Page What is the research?

More information

Credit Ratings for 50 Countries and Regions by Dagong

Credit Ratings for 50 Countries and Regions by Dagong Review Summary at 1 st Anniversary of Issuance of Sovereign Credit Ratings for 50 Countries and Regions by Dagong July 11, 2011 Dagong officially released Sovereign credit ratings for 50 countries and

More information

San Francisco Retiree Health Care Trust Fund Education Materials on Public Equity

San Francisco Retiree Health Care Trust Fund Education Materials on Public Equity M E K E T A I N V E S T M E N T G R O U P 5796 ARMADA DRIVE SUITE 110 CARLSBAD CA 92008 760 795 3450 fax 760 795 3445 www.meketagroup.com The Global Equity Opportunity Set MSCI All Country World 1 Index

More information

Sovereign Rating Calendar 2019

Sovereign Rating Calendar 2019 Creditreform Rating AG Sovereign Rating Calendar 2019 Neuss, December 2018 Creditreform Rating AG Hellersbergstrasse 11 D 41460 Neuss www.creditreform-rating.de Table of contents INTRODUCTION... 2 RATING

More information

IFC / CWDI 2010 Report: Accelerating Board Diversity

IFC / CWDI 2010 Report: Accelerating Board Diversity IFC / CWDI 2010 Report: Accelerating Board Diversity Comparative Percentages of Women Directors -- Europe Country # of in Survey Percentage of with Women Directors Percent of Women Directors Norway 517

More information

VEA Vanguard FTSE Developed Markets ETF

VEA Vanguard FTSE Developed Markets ETF Vanguard FTSE Developed Markets ETF ETF.com segment: Equity: Developed Markets Ex-U.S. - Total Market Competing ETFs: EFA, IEFA, SCHF, SPDW, IDEV Related ETF Channels: Developed Markets Ex-U.S., Total

More information

Frontier Markets and a teaser of what is to come. Peter Elam Håkansson, Chairman and Partner

Frontier Markets and a teaser of what is to come. Peter Elam Håkansson, Chairman and Partner Frontier Markets and a teaser of what is to come Peter Elam Håkansson, Chairman and Partner The Frontier Markets Have the good old Emerging Markets lost their appeal? We remain convinced that Emerging

More information

Cyprus has signed Double Tax Treaties (DTTs) and conventions with 61 countries.

Cyprus has signed Double Tax Treaties (DTTs) and conventions with 61 countries. INFORMATION SHEET 14 Title: Cyprus Double Tax Treaties Authored: January 2016 Updated: August 2016 Company: Reference: Chelco VAT Ltd Cyprus Ministry of Finance General Cyprus has signed Double Tax Treaties

More information

ACWX ishares MSCI ACWI ex U.S. ETF

ACWX ishares MSCI ACWI ex U.S. ETF ishares MSCI ACWI ex U.S. ETF ETF.com segment: Equity: Global Ex-U.S. - Total Market Competing ETFs: CWI, VEU, VXUS, IXUS, DBAW Related ETF Channels: Total Market, Vanilla, Equity, Global Ex-US, Size and

More information

NORTH AMERICAN UPDATE

NORTH AMERICAN UPDATE NORTH AMERICAN UPDATE December 6 th, 2018 INNOVATION INSIGHT GROWTH SINCE 1968 TOUGH YEAR FOR RETURNS AROUND THE WORLD Index Year-to-date Performance MSCI World -1.2% MSCI USA 3.9% MSCI Canada -3.9% MSCI

More information

Equity Market Condition and Monetary Policy Stance in a Markov-switching Model. Tarathip Tangkanjanapas

Equity Market Condition and Monetary Policy Stance in a Markov-switching Model. Tarathip Tangkanjanapas Equity Market Condition and Monetary Policy Stance in a Markov-switching Model Tarathip Tangkanjanapas How US monetary policy influences equity market condition both at domestic and international levels,

More information

2015 Market Review & Outlook. January 29, 2015

2015 Market Review & Outlook. January 29, 2015 2015 Market Review & Outlook January 29, 2015 Economic Outlook Jason O. Jackman, CFA President & Chief Investment Officer Percentage Interest Rates Unexpectedly Decline 4.5 10-Year Government Yield 4 3.5

More information

Chart Collection for Morning Briefing

Chart Collection for Morning Briefing Chart Collection for Morning Briefing November 14, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 16 Figure

More information

Insights from Morningstar Investment Services. Market Volatility: A Guide to Riding the Waves

Insights from Morningstar Investment Services. Market Volatility: A Guide to Riding the Waves Insights from Morningstar Investment Services Market Volatility: A Guide to Riding the Waves If you ve invested for almost any length of time, you ve experienced at least one of those don t-look-at-your

More information

PRESENTATION BY JACOB A. FRENKEL AT THE FORUM: INTELLIGENCE ON THE WORLD, EUROPE, AND ITALY. Villa d'este, Cernobbio - September 7, 8 and 9, 2012

PRESENTATION BY JACOB A. FRENKEL AT THE FORUM: INTELLIGENCE ON THE WORLD, EUROPE, AND ITALY. Villa d'este, Cernobbio - September 7, 8 and 9, 2012 PRESENTATION BY JACOB A. FRENKEL AT THE FORUM: INTELLIGENCE ON THE WORLD, EUROPE, AND ITALY Villa d'este, Cernobbio - September 7, 8 and 9, 1 Working paper, September 1. Kindly authorized by the Author.

More information

Travel Insurance and Assistance

Travel Insurance and Assistance Travel Insurance and Assistance Worldwide research covering over 40 countries Series Prospectus Finaccord 1 Prospectus contents Page What is the research? Which countries are covered What methodology has

More information

FTSE All-World ex Fossil Fuels Index Series

FTSE All-World ex Fossil Fuels Index Series FTSE FACTSHEET FTSE All-World ex Fossil Fuels Index Series Data as at: 30 October 2015 bmktitle1 Market participants are increasingly looking to manage carbon exposure in their investments, and reduce

More information

The Scientific Beta Report

The Scientific Beta Report The Scientific Beta Report SCIU United States SCID Europe SCIX Asia ex-japan SCIJ Japan Don t just be smart. Be Scientific. OVERVIEW The ETFs are a family of funds that provide core equity exposure to

More information

International Tax Conference

International Tax Conference International Tax Conference Hong Kong s Experience with its International Tax Treaty Network Richard Wong Commissioner of Inland Revenue 19 June 2014 1 Introduction Purpose of signing a tax treaty Fairness

More information

FTSE All-World GDP Weighted

FTSE All-World GDP Weighted FTSE Russell Factsheet FTSE All-World GDP Weighted Indices Data as at: 31 August 2018 bmktitle1 The FTSE GDP Weighted Index Series is designed to reflect the performance of constituent companies in an

More information

IXUS ishares Core MSCI Total International Stock ETF

IXUS ishares Core MSCI Total International Stock ETF ishares Core MSCI Total International Stock ETF ETF.com segment: Equity: Global Ex-U.S. - Total Market Competing ETFs: VEU, VXUS, ACWX, CWI, DBAW Related ETF Channels: Total Market, Vanilla, Equity, Global

More information

Power. Schroder Asian Income. your way to higher yields. p.a.

Power. Schroder Asian Income. your way to higher yields. p.a. Schroder Asian Income POTENTIAL PAYOUTS 6% PAID MONT HLY* p.a. Power your way to higher yields * It is Schroder Investment Management (Singapore) Ltd s (the Manager s ) current intention to declare distributions

More information

Global Equity Trading Volumes Surge 36% in 1 st half 2015 driven by Mainland China

Global Equity Trading Volumes Surge 36% in 1 st half 2015 driven by Mainland China EMBARGO: :1BST/1:1CET/19:1EDT Global Equity Trading Volumes Surge 36% in 1 st half 215 driven by Mainland China Global Equity Trading Volumes Ex Mainland China Up 5% Mainland China Share Trading Vols Rise

More information

Diversification unbound: Gaining international exposure with closed-end funds 2018

Diversification unbound: Gaining international exposure with closed-end funds 2018 Diversification unbound: Gaining international exposure with closed-end funds 2018 Key points Diversifying internationally gives investors the freedom and flexibility to access a broader range of opportunities

More information

2018 CAPITAL GAINS DISTRIBUTION ESTIMATES

2018 CAPITAL GAINS DISTRIBUTION ESTIMATES 2018 CAPITAL GAINS DISTRIBUTION ESTIMATES Estimated amounts of upcoming capital gain distributions are shown below. Estimated distributions can change prior to the record date depending on current market

More information

Corrigendum. OECD Pensions Outlook 2012 DOI: ISBN (print) ISBN (PDF) OECD 2012

Corrigendum. OECD Pensions Outlook 2012 DOI:   ISBN (print) ISBN (PDF) OECD 2012 OECD Pensions Outlook 2012 DOI: http://dx.doi.org/9789264169401-en ISBN 978-92-64-16939-5 (print) ISBN 978-92-64-16940-1 (PDF) OECD 2012 Corrigendum Page 21: Figure 1.1. Average annual real net investment

More information

Chart Collection for Morning Briefing

Chart Collection for Morning Briefing Chart Collection for Morning Briefing January, 17 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 16 Figure 1.

More information

Global Tax Reset Transfer Pricing Documentation Summary. February 2018

Global Tax Reset Transfer Pricing Documentation Summary. February 2018 Global Tax Reset Transfer Pricing Summary February 2018 Global Tax Reset Transfer Pricing Summary Overview The Global Tax Reset Transfer Pricing Summary ( Guide ) compiles essential country-by-country

More information

S$100 MANAGEMENT FEE Exxon Mobil BTPS 4.25% Apr 2013 Apple Inc DBR 5.00% Jan 2012 Microsoft BTPS 3.75% Aug 2015 Procter & Gamble PGB 3.

S$100 MANAGEMENT FEE Exxon Mobil BTPS 4.25% Apr 2013 Apple Inc DBR 5.00% Jan 2012 Microsoft BTPS 3.75% Aug 2015 Procter & Gamble PGB 3. GrowthPath Portfolios Fund Details Fund Objective October 2002 GP Today S$ 11.10 M GP 2010 S$ 10.83 M GP 2020 S$ 224.20 M GP 2030 S$ 12.57 M GP 2040 S$ 43.62 M S$1,000 Top 5 Holdings by Asset Class # (As

More information

EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF SPDR MSCI EAFE Fossil Fuel Reserves Free ETF ETF.com segment: Equity: Developed Markets Ex-U.S. - Total Market Competing ETFs: EFA, VEA, IEFA, SCHF, SPDW Related ETF Channels: Equity, Size and Style, Developed

More information

March 2005 Euro-zone external trade surplus 4.2 bn euro 6.5 bn euro deficit for EU25

March 2005 Euro-zone external trade surplus 4.2 bn euro 6.5 bn euro deficit for EU25 STAT/05/67 24 May 2005 March 2005 Euro-zone external trade surplus 4.2 6.5 deficit for EU25 The first estimate for euro-zone 1 trade with the rest of the world in March 2005 was a 4.2 billion euro surplus,

More information

RECENT EVOLUTION AND OUTLOOK OF THE MEXICAN ECONOMY BANCO DE MÉXICO OCTOBER 2003

RECENT EVOLUTION AND OUTLOOK OF THE MEXICAN ECONOMY BANCO DE MÉXICO OCTOBER 2003 OCTOBER 23 RECENT EVOLUTION AND OUTLOOK OF THE MEXICAN ECONOMY BANCO DE MÉXICO 2 RECENT DEVELOPMENTS OUTLOOK MEDIUM-TERM CHALLENGES 3 RECENT DEVELOPMENTS In tandem with the global economic cycle, the Mexican

More information

B-GUIDE: Economic Outlook

B-GUIDE: Economic Outlook Aug-12 Apr-13 Dec-13 Aug-14 Apr-15 Dec-15 Aug-16 Apr-17 Jul-15 Nov-15 Mar-16 Jul-16 Nov-16 Mar-17 Jul-17 Quarterly Economic Outlook: Quarter 4 2017 4 January 2018 B-GUIDE: Economic Outlook The economy

More information

Travel Insurance and Assistance

Travel Insurance and Assistance Travel Insurance and Assistance Worldwide research covering over 40 countries Series Prospectus Finaccord Ltd., 2016 Web: www.finaccord.com. E-mail: info@finaccord.com 1 Prospectus contents Page What is

More information

Hong Kong s Experience

Hong Kong s Experience Cross Border Issues IMF Conference on Operationalizing Systemic Risk Monitoring Washington, D. C. 26 May 21 Hong Kong s Experience Dong He Executive Director (Research) Hong Kong Monetary Authority 1 Outline

More information

Description. Index Attributes. Methodology Construction. Quick Facts EQUITY S&P GLOBAL NATURAL RESOURCES INDEX

Description. Index Attributes. Methodology Construction. Quick Facts EQUITY S&P GLOBAL NATURAL RESOURCES INDEX Description The S&P Global Natural Resources Index includes 90 of the largest publicly traded companies in natural resources and commodities businesses that meet specific investability requirements, offering

More information

Schroder ISF Global Multi-Asset Income

Schroder ISF Global Multi-Asset Income Unconstrained income investing Schroder ISF Global Multi-Asset Income SGD Share Classes Schroder ISF Global Multi-Asset Income (the "Fund") is designed to help investors generate regular income regardless

More information

ACWX ishares MSCI ACWI ex U.S. ETF

ACWX ishares MSCI ACWI ex U.S. ETF ishares MSCI ACWI ex U.S. ETF ETF.com segment: Equity: Global Ex-U.S. - Total Market Competing ETFs: CWI, VEU, VXUS, IXUS, DBAW Related ETF Channels: Total Market, Broad-based, Vanilla, Equity, Global

More information

GUERNSEY FINANCIAL SERVICES COMMISSION INVESTMENT SUPERVISION AND POLICY DIVISION QUARTERLY STATISTICAL REVIEW 31 DECEMBER 2013 OPEN ENDED SCHEMES

GUERNSEY FINANCIAL SERVICES COMMISSION INVESTMENT SUPERVISION AND POLICY DIVISION QUARTERLY STATISTICAL REVIEW 31 DECEMBER 2013 OPEN ENDED SCHEMES Net Value of Total Value Total Value Net New Date Authorised/ of Sales of Repurchases Investment ( mn) Holders ( mn) ( mn) ( mn) 1-Dec-1 1-Mar-1 1 DECEMBER 1 OPEN ENDED -.,1 -. 1,69 +.,77,89-11 1 -.6%,16

More information