Australian Shares Core Managed Account Portfolio Quarterly Performance Update: Q2 2016 Joel Bloomer Head of Discretionary Equities +

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The Lumpkin Family Foundation – Investment Policy Statement The Lumpkin Family Foundation – Investment Policy Statement The Lumpkin Family Foundation – Investment Policy Statement

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Item 1 – Cover Page ADVISED ASSETS GROUP, LLC Disclosure Brochure Online Advice & Professional Management Program 8515 East Orchard Road Greenwood Village, CO 80111

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Discretionary fund management The LGT Vestra discretionary fund management service allows you to delegate all investment decisions to our highly experienced investment team. The day-to-day management of your portfolio wi

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Interactive Customer Yield Tool (InCYTE) Understanding Customer Yield Customer acquisition is the largest and most significant discretionary investment made by most service-based firms. Sales and ordering performance dir

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Selecting Investment Counsel

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Pillar 3 Disclosure Bordier & Cie (UK) PLC (hereafter referred to as “Bordier (UK)” or “the firm”) is an independent investment management firm that provides discretionary portfolio management services to private

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MarchE*TRADE Capital Management, LLC Online Managed Investment Portfolio Discretionary Advisory Agreement _______________________________________________________

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Labour and Human Rights Risks in Supply- Chain S o u r c i n g Investment risks in S&P/ASX200 Consumer Discretionary and Consumer Staples companies

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• Social and Corporate Governance
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The Matterhorn Group at Morgan Stanley The Parity Portfolio Strategy INVESTMENT OBJECTIVE The Parity Portfolio is a discretionary Portfolio Management gender lens investment strategy developed by The Matterhorn Group at

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