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Case Study example - Lazard US Mid Cap Equity Portfolio
Pages 9 (2259 words)
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…
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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. ...
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