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Services

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Insights

We make it our business to know what’s important to yours. Listening is the foundation for creating investment portfolios around you. We skillfully combine our expertise and investment capabilities across asset classes to help us meet your specific needs.

We connect people, data and perspectives, across asset classes and the globe, to generate new investment ideas. Expertise from people around the globe connect seamlessly as one team to deliver the best of our diverse expertise with every investment.

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Mutual Fund

A mutual fund pools money from different investors in order to invest in a large group of assets (also known as securities) such as stocks and bonds. Professionals manage the holdings that make up the fund’s portfolio; investors buy shares that rise or fall in value based on the performance of the fund’s underlying securities. When a fund receives dividends or interest on the securities in its portfolio, it distributes a proportional amount of that income to its investors.The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the other side, investors in a mutual fund would be required to pay some fees and expenses.

  1. * Increased diversification: A fund diversifies holding many securities. This diversification decreases risk.


  2. * Professional investment management: Open-and closed-end funds hire portfolio managers to supervise the fund's investments.


  3. * Ability to participate in investments that may be available only to larger investors. For example, individual investors often find it difficult to invest directly in foreign markets.


  4. * Service and convenience: Funds often provide services such as check writing.


  5. * Government oversight: Mutual funds are regulated by a governmental body.


  6. * Transparency and ease of comparison: All mutual funds are required to report the same information to investors, which makes them easier to compare to each other.


  7. * Lower cost: The cost of a single investor to buy a stock or a bond is lower than investing individually.


  8. * Flexibility: Mutual funds enables changes portfolio with market conditions change.