Understanding Smart Beta and Factor Investing

Understanding Smart Beta and Factor Investing Beta refers to exposure to a market capitalization-based index such as the S&P 500, while Smart Beta strategies
https://www.symmetryeadvisor.com/ssl/documents/Understanding_Smart%20Beta_and_Factor_Investing.pdf

Understanding the costs of mutual fund investing

Mutual funds There are many different investment options available to help you reach your financial goals. Regardless of which investment you choose, it is
http://funds.rbcgam.com/_assets-custom/pdf/cost-of-mf-investing_e.pdf

REQUEST FOR PROPOSALS - California

The Transportation Authority of Marin (TAM) is soliciting proposals from firms interested in serving as its financial advisor(s) for the implementation of a local ...
https://www.tam.ca.gov/wp-content/uploads/2017/06/2017-Financial-Advisor-Svc-RFP.pdf

California High-Speed Rail System

This text does not print STRICTLY CONFIDENTIAL California High-Speed Rail System Response to Request for Expressions of Interest RFEI HSR #15-02
https://www.hsr.ca.gov/docs/about/doing_business/EOI/EOI_Macquarie_Capital_USA_Inc.pdf

CaseyQuirk

Financial advisors are using new methods to build client portfolios resulting in four new archetypes of financial advisors, with distinct and divergent needs.
http://www.caseyquirk.com/content/whitepapers/Retooling.pdf

CalPERS Personal Trading Overview

Personal Trading Overview February 14, 2017 Enterprise Compliance 3. Understanding CalPERS Personal Trading Regulations • Why does CalPERS have Personal Trading ...
https://www.calpers.ca.gov/docs/personal-trading-overview.pdf

Understanding Stock Options - Cboe Options Exchange

Introduction Options are financial instruments that can provide you, the individual investor, with the flexibility you need in almost any investment situation you ...
http://www.cboe.com/LearnCenter/pdf/understanding.pdf

Description of Product (Effective 10/01/2017) Debt-U.S ...

37 Tenant in Common (e.g., 1031 Exchanges) 38 Money Markets (e.g., commercial paper, Banker’s Acceptance (BA), not money market funds) - When the
http://www.finra.org/sites/default/files/4530_Product_Problem_Codes_Attachment-A.pdf