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quiz2 lesson 3-4

quiz2 lesson 3-4

12問 • 1年前

Julliana Carandang

問題一覧

1

is a business that manages client funds that are pooled together and invests them in a variety of assets, such as stocks, bonds, real estate, and other investments.

Asset Management Firms

2

are financial intermediaries that sell shares to the public and invest those proceeds in a diversified portfolio of securities.

Regulated Investment Companies

3

commonly referred to simply as mutual funds, where the number of fund shares are not fixed.

Open Ended Funds

4

do not issue additional shares or redeem shares.

Close Ended Funds

5

are regulated by the BSP. In UITFs unlike mutual funds who sell shares, UITF sells participation unit and its price is based on NAVPU or Net Asset Value per Unit.

Unit Investment Trust Fund

6

is very similar to mutual funds and its structure is comparable to open and close ended funds.

Exchange Traded Fund

7

engage in a variety of investment activities. They cater to sophisticated investors and are not subject to the regulations that apply to mutual funds geared toward the general public.

Hedge Funds

8

also called an individually managed account. In such accounts, the investments selected by the asset manager are customized to the objectives of investor.

Seperately Managed Accounts

9

is established for the eventual payment of retirement benefits.

Pension Plan Fund

10

the plan sponsor agrees to make specified dollar payments to qualifying employees beginning at retirement

Defined Benefit Plan

11

the plan sponsor is responsible only for making specified contributions into the plan on behalf of qualifying participants with the amount that it must contribute often being either a percentage of the employee's salary and/or a percentage of the employer's profits.

Defined Contribution Plan

12

is the entity that establishes the pension plan.

Plan Sponsor

finals week2

finals week2

Julliana Carandang · 13問 · 1年前

finals week2

finals week2

13問 • 1年前

Julliana Carandang

finals week 3

finals week 3

Julliana Carandang · 14問 · 1年前

finals week 3

finals week 3

14問 • 1年前

Julliana Carandang

quiz bsp

quiz bsp

Julliana Carandang · 23問 · 1年前

quiz bsp

quiz bsp

23問 • 1年前

Julliana Carandang

quiz in

quiz in

Julliana Carandang · 33問 · 1年前

quiz in

quiz in

33問 • 1年前

Julliana Carandang

finman5week2

finman5week2

Julliana Carandang · 13問 · 2年前

finman5week2

finman5week2

13問 • 2年前

Julliana Carandang

week3-4

week3-4

Julliana Carandang · 25問 · 2年前

week3-4

week3-4

25問 • 2年前

Julliana Carandang

week5

week5

Julliana Carandang · 26問 · 2年前

week5

week5

26問 • 2年前

Julliana Carandang

riskma

riskma

Julliana Carandang · 25問 · 2年前

riskma

riskma

25問 • 2年前

Julliana Carandang

fil reviewer

fil reviewer

Julliana Carandang · 16問 · 2年前

fil reviewer

fil reviewer

16問 • 2年前

Julliana Carandang

terminologies

terminologies

Julliana Carandang · 20問 · 1年前

terminologies

terminologies

20問 • 1年前

Julliana Carandang

Capital Budg

Capital Budg

Julliana Carandang · 16問 · 1年前

Capital Budg

Capital Budg

16問 • 1年前

Julliana Carandang

Mergers

Mergers

Julliana Carandang · 25問 · 1年前

Mergers

Mergers

25問 • 1年前

Julliana Carandang

week2

week2

Julliana Carandang · 17問 · 1年前

week2

week2

17問 • 1年前

Julliana Carandang

Components of corp

Components of corp

Julliana Carandang · 5問 · 1年前

Components of corp

Components of corp

5問 • 1年前

Julliana Carandang

Terminologies

Terminologies

Julliana Carandang · 32問 · 1年前

Terminologies

Terminologies

32問 • 1年前

Julliana Carandang

Terminologies

Terminologies

Julliana Carandang · 24問 · 1年前

Terminologies

Terminologies

24問 • 1年前

Julliana Carandang

2

2

Julliana Carandang · 8問 · 1年前

2

2

8問 • 1年前

Julliana Carandang

3

3

Julliana Carandang · 12問 · 1年前

3

3

12問 • 1年前

Julliana Carandang

midterm exam

midterm exam

Julliana Carandang · 19問 · 1年前

midterm exam

midterm exam

19問 • 1年前

Julliana Carandang

Week1 finals

Week1 finals

Julliana Carandang · 7問 · 1年前

Week1 finals

Week1 finals

7問 • 1年前

Julliana Carandang

Week2 finals

Week2 finals

Julliana Carandang · 38問 · 1年前

Week2 finals

Week2 finals

38問 • 1年前

Julliana Carandang

week3finals

week3finals

Julliana Carandang · 16問 · 1年前

week3finals

week3finals

16問 • 1年前

Julliana Carandang

Leverage

Leverage

Julliana Carandang · 7問 · 1年前

Leverage

Leverage

7問 • 1年前

Julliana Carandang

Security Analysis week 1

Security Analysis week 1

Julliana Carandang · 8問 · 1年前

Security Analysis week 1

Security Analysis week 1

8問 • 1年前

Julliana Carandang

quiz1

quiz1

Julliana Carandang · 23問 · 1年前

quiz1

quiz1

23問 • 1年前

Julliana Carandang

week3

week3

Julliana Carandang · 15問 · 1年前

week3

week3

15問 • 1年前

Julliana Carandang

quiz1insurance

quiz1insurance

Julliana Carandang · 22問 · 1年前

quiz1insurance

quiz1insurance

22問 • 1年前

Julliana Carandang

quiz1

quiz1

Julliana Carandang · 8問 · 1年前

quiz1

quiz1

8問 • 1年前

Julliana Carandang

week4

week4

Julliana Carandang · 25問 · 1年前

week4

week4

25問 • 1年前

Julliana Carandang

week5

week5

Julliana Carandang · 12問 · 1年前

week5

week5

12問 • 1年前

Julliana Carandang

week8

week8

Julliana Carandang · 13問 · 1年前

week8

week8

13問 • 1年前

Julliana Carandang

quiz 2 4

quiz 2 4

Julliana Carandang · 8問 · 1年前

quiz 2 4

quiz 2 4

8問 • 1年前

Julliana Carandang

tech

tech

Julliana Carandang · 22問 · 1年前

tech

tech

22問 • 1年前

Julliana Carandang

week6

week6

Julliana Carandang · 17問 · 1年前

week6

week6

17問 • 1年前

Julliana Carandang

week7

week7

Julliana Carandang · 13問 · 1年前

week7

week7

13問 • 1年前

Julliana Carandang

week2

week2

Julliana Carandang · 12問 · 1年前

week2

week2

12問 • 1年前

Julliana Carandang

sec

sec

Julliana Carandang · 21問 · 1年前

sec

sec

21問 • 1年前

Julliana Carandang

tech

tech

Julliana Carandang · 8問 · 1年前

tech

tech

8問 • 1年前

Julliana Carandang

week2

week2

Julliana Carandang · 12問 · 1年前

week2

week2

12問 • 1年前

Julliana Carandang

week3

week3

Julliana Carandang · 6問 · 1年前

week3

week3

6問 • 1年前

Julliana Carandang

week4

week4

Julliana Carandang · 19問 · 1年前

week4

week4

19問 • 1年前

Julliana Carandang

問題一覧

1

is a business that manages client funds that are pooled together and invests them in a variety of assets, such as stocks, bonds, real estate, and other investments.

Asset Management Firms

2

are financial intermediaries that sell shares to the public and invest those proceeds in a diversified portfolio of securities.

Regulated Investment Companies

3

commonly referred to simply as mutual funds, where the number of fund shares are not fixed.

Open Ended Funds

4

do not issue additional shares or redeem shares.

Close Ended Funds

5

are regulated by the BSP. In UITFs unlike mutual funds who sell shares, UITF sells participation unit and its price is based on NAVPU or Net Asset Value per Unit.

Unit Investment Trust Fund

6

is very similar to mutual funds and its structure is comparable to open and close ended funds.

Exchange Traded Fund

7

engage in a variety of investment activities. They cater to sophisticated investors and are not subject to the regulations that apply to mutual funds geared toward the general public.

Hedge Funds

8

also called an individually managed account. In such accounts, the investments selected by the asset manager are customized to the objectives of investor.

Seperately Managed Accounts

9

is established for the eventual payment of retirement benefits.

Pension Plan Fund

10

the plan sponsor agrees to make specified dollar payments to qualifying employees beginning at retirement

Defined Benefit Plan

11

the plan sponsor is responsible only for making specified contributions into the plan on behalf of qualifying participants with the amount that it must contribute often being either a percentage of the employee's salary and/or a percentage of the employer's profits.

Defined Contribution Plan

12

is the entity that establishes the pension plan.

Plan Sponsor