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261	Item 1 – Cover Page ADVISED ASSETS GROUP, LLC Disclosure Brochure Online Advice & Professional Management Program 8515 East Orchard Road Greenwood Village, CO 80111 Add to Reading List Source URL: www.advisedassetsgroup.com Language: English - Date: 2016-04-14 16:59:22 Financial services Investment Institutional investors Financial markets Mutual fund Investment fund Investment management Discretionary Investment Management Pension Defined contribution plan Registered Investment Adviser Finance
262	VOLUME 2 // ISSUE 15 AUGUST 3, 2016 by Peter Greenberger, CFA, CFP® Director, Mutual Fund Research & Marketing Add to Reading List Source URL: www.raymondjames.com Language: English - Date: 2016-08-05 13:35:12 Investment Financial ratios Dividends Funds Investors Dividend yield Dividend Investment strategy Mutual fund Short Value investing Dividend future
263	The buck stops here: Global equity Add to Reading List Source URL: personal.vanguard.com Language: English - Date: 2015-08-31 14:24:47 Investment Financial services Funds Mathematical finance Financial markets Investment management Beta Active management Index fund Performance attribution Returns-based style analysis Mutual fund
264	Industry Spotlight Autumn 2015 News and views from Citco on alternative industry developments Alternatives have chance to Add to Reading List Source URL: www.citco.com Language: English - Date: 2016-07-22 07:35:02 Investment Financial services European Union directives Systemic risk Institutional investors Undertakings for Collective Investment in Transferable Securities Directive Alternative Investment Fund Managers Directive Hedge fund Investment fund Mutual fund Private equity Markets in Financial Instruments Directive
265	The Cost of Owning ETFs and Index Mutual Funds Morningstar Manager Research 1 DecemberAlex Bryan Add to Reading List Source URL: global.morningstar.com Language: English - Date: 2014-12-10 10:27:39 Exchange-traded funds Index fund SPDR S&P 500 Trust ETF Mutual fund The Vanguard Group SPDR IShares Companies listed on the Toronto Stock Exchange Inverse exchange-traded fund
266	UC SAN DIEGO FOUNDATION POLICY ON DONATION AND DISPOSITION OF MARKETABLE SECURITIES POLICY For gifts of marketable securities (defined here as stocks, bonds, and mutual funds), it is the general policy of the UC San Dieg Add to Reading List Source URL: foundation.ucsd.edu Language: English - Date: 2016-04-07 19:58:19 Stock market Mutual fund Mutualism Stock Security Brokerage firm Securities lending
267	SMARTER MONEY HIGHER INCOME FUND Report Date: 9 October 2015 Key Credit Strengths Analysts Add to Reading List Source URL: smitrust.com.au Language: English - Date: 2015-10-15 19:11:12 Financial services Investment Funds Subprime mortgage crisis Investment fund Bond Investment management Goldman Sachs Finance Mutual fund American Funds
268	TIAA-CREF Asset Management TIAA-CREF Lifecycle Funds A forward-thinking approach to target-date funds. Add to Reading List Source URL: www.tiaa.org Language: English - Date: 2016-02-21 08:01:45 Investment TIAA Target date fund Asset allocation Investment management Mutual fund David F. Swensen Asset location
269	Q2 \| 16 Our commitment to Registered Investment Advisors Add to Reading List Source URL: www.putnam.com Language: English - Date: 2016-08-01 14:00:04 Investment Taxation in Canada Institutional investors Actuarial science Financial markets Putnam Investments Alternative minimum tax Income trust Mutual fund Estate tax in the United States Income tax in the United States Asset allocation
270	OPEN ENDED FUND – AugustAberdeen Global - Emerging Markets Equity Fund Class D - 2 Acc Add to Reading List Source URL: aberdeen.kurtosysweb.com Language: English - Date: 2016-08-12 08:48:41 Investment Financial services Funds Aberdeen Asset Management Investment fund Prospectus MSCI Total expense ratio Exchange-traded fund Mutual fund

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