Lazard US Mid Cap Equity Portfolio - Case Study Example

Only on StudentShare

Extract of sample
Lazard US Mid Cap Equity Portfolio

These kind of invest in stocks of companies with solid financial base are return patterns Income equity funds: invest in a mix of bonds and dividend paying stocks as they also target current income and capital growth Balanced funds: have long term objectives and emphasize on capital growth, and current income. Invest in bonds, stocks, and short term securities, and always ensure the right hedging against huge fluctuations in short term investment options. Bond funds: designed to meet the current income requirements of shareholder, and they invest primarily in corporate and government bonds and T-bills Money market funds: invest in securities such as commercial papers, T-bills, certificates of deposit and other stable but monetary related securities. These are currency related investments and no guarantees are made on such funds. Target date funds: These include retirement and pension funds as they are the major types in this category with the date of maturity of the fund known. These kinds of funds are made for strictly long term investments. Lazard US Mid Cap Equity Portfolio Background LZMIX, ticker for the Lazard US mid cap portfolio for institutional shares, is a fund under the hazard investment fund. ...
Download paper

Summary

Lazard US Mid Cap Equity Portfolio Name: Lecturer: Date: Lazard US Mid Cap Equity Portfolio Introduction The emphasis of portfolio management is shrewd investing. Diversification is a plus in sound investment decision making but obtaining the right mix of investments is rather a daunting task…
Author : torranceoberbru

Related Essays

Mid-Term Exam
5 pages (1255 words) Essay
Cap task3c
20 pages (5020 words) Term Paper
SECTION C OF CAP TK 3C
9 pages (2259 words) Essay
In what way should the UK CAP Codes (CAP/BCAP Codes) be reformed?
12 pages (3012 words) Essay
In what way should the UK CAP Codes (CAP/BCAP Codes) be reformed?
12 pages (3012 words) Essay
Brand Portfolio Project (advertising)
7 pages (1757 words) Case Study
Customer Portfolio Management
10 pages (2510 words) Essay
Got a tricky question? Receive an answer from students like you! Try us!