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Asset allocation / Target date fund / Mutual fund / Modern portfolio theory / Exchange-traded fund / Avatar / Management fee / Financial risk / Financial economics / Investment / Finance


Microsoft Word - Avatar Hearing Request.doc
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Document Date: 2011-03-18 12:03:19

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File Size: 140,96 KB

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City

New York / /

Company

Underlying Investments / Exchange Traded Funds / Avatar Associates / Conclusion (Two Minutes) Most Target Date Funds / /

Currency

USD / /

/

IndustryTerm

discretionary portfolio management / /

Organization

Target Date Fund / U.S. Department of Labor / Securities Exchange Commission / Sent Via Internet office of Regulations and Interpretations Employee Benefits Security Administration Attn / /

Person

Michael Case Smith / /

/

Position

Portfolio Manager / investment manager / Vice President / Manager msmith@avatar-associates.com / /

Product

Nash / Avatar / Modern Portfolio Theory / /

ProgrammingLanguage

DC / /

ProvinceOrState

New York / /

SocialTag