g*****h
发帖数: 35 | 1 手上有大约22k多一点的闲钱。
准备做5年期左右的投资。不是IRA。
想买Vanguard的mutual fund。
如intermediate term treasury，Vanguard Intermediate Term Tax Exempt等。
我想开一个Vanguard的mutual fund account。
https://personal.vanguard.com/us/whatweoffer/mutualfundinvesting/accounts
上说如果每只fund上有10k以上就没有Account Service fee。低于这个就一个fund 20
刀一年。我想把钱分买两种mutual fund，就可以免去这部分费用。
我想请教的问题是：
1. Vanguard 是不是还有别的account charge，像transaction/commisssion，paper
statement/confirmation etc？
2. 如果没有transaction fee，我是不是可以每个月加200刀到某个fund上，而不用交
任何费用？
3. Vanguard还有... 阅读全帖 |
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n****u
发帖数: 229 | 2 be careful of these target funds.
I think all of these target funds (different companies, same retirement year
) are toooo aggressive.
if u r 30 yr old and u pick these funds, all of them are 80% to 90% in stock.
Correct me if I am wrong, vanguard changed its target funds' portfolio.
Initially it was 10% bond, 90% domestic stock, later on it added Inl stock.
I am not saying that adding Inl stock is bad idea (though I believe it's not
good), changing portfolio is not a good sign. Who knows when v... 阅读全帖 |
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j****y
发帖数: 1714 | 3 I guess you miss the point and contradict yourself (emergency fund is
within
taxable account, not tax-advantage account. So foreign tax credit is
not a
problem).
Two benefits of putting stock index fund into taxable account as
emergency
money:
1) Foreign tax credit and
2) tax loss harvesting.
http://www.bogleheads.org/wiki/Foreign_Tax_Credit
http://www.bogleheads.org/wiki/Tax_Loss_Harvesting
The assumption is if the emergency money fund and international stock
fund allocation is already decided,... 阅读全帖 |
|
j****y
发帖数: 1714 | 4 money market funds are rip-offs.
It is plain stupid to save money in cash and pay higher expense ratios than
bond or stock funds would cost.
http://money.cnn.com/2012/02/17/retirement/401k_cash_expenses.f
FORTUNE -- I thought I was clever. Earlier this year I had over half of my
401k assets in cash. I know that investors are terrible at timing the market
and I'm way too young not to be fully invested, but I can't get over the
fact that stocks look expensive right now.
I thought I was smart until... 阅读全帖 |
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n****u
发帖数: 229 | 5 Please read and understand the policy completely. Companies have different
rules on this.
And you have to take it seriously. Otherwise it will cost your or your wife'
s job.
My company has the similar policy too. BUT!
But, it allows me to keep mutual funds in the mutual fund company which
issue these mutual funds.
For example, if you have vanguard mutual fund account (not vanguard
brokerage account) and you have vanguard mutual funds in it, my company
accepts.
But I have to transfer my vanguard ... 阅读全帖 |
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p***j
发帖数: 53 | 6 有一个问题关于mutual fund和ETF的区别一直不明白，自己做了一些research，但是还
是搞不清楚。在这请教一下大家。
我大概知道mutual fund和ETF在trading和fee上的区别，还有mutual fund是根据NAV定
价，而ETF是market price。但是为什么相似的ETF的price会比mutual fund高出好几倍
呢？比如说vanguard的VTI的price是VTSMX的2倍。（比较了一下这两个的NAV，VTI的
NAV也比VTSMX高2倍）
在决定到底是买mutual fund还是etf的时候，是不是不需要在意这个价格的区别？但是
为什么不在意？我以为价格低就能买多一些share，这样未来收益也会高一点。不是这
样的么？
目前对mutual fund和etf的了解还是很肤浅，希望大家给指点指点。 |
|
t*m
发帖数: 4414 | 7 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
|
l******e
发帖数: 60 | 8 有朋友给我发站内信问了两个mutual fund的小问题。在此我给大家共享下我的回答，
可能对比较初级的投资朋友有一些好处。
问题1：某银行给我推荐了一个mutual fund的C share，expense ratio高达210bps,这
正常吗？
1. 210 bps的收费相对来说是比较贵的，但不是没有。我所知道的MF C share有达到
260bps的，大多数是100-200左右，我只能说这个收费如果是很成熟的fund,也是有可能
。当然，我说的收费都是针对个人投资者的（A share或者C share)。如果通过我们公
司或者其他公司，这个费用要小得很多，因为一般mutual fund针对institutional
client收费会有很大折扣，我所处理的MF一般费用很少超过100bps.
问题2：sale告诉我他这个fund一年能有6%的yield，还是扣除了所有的expense,这靠铺
吗？
2. 这个当然是可能的，但希望你不要被他们忽悠了。这个performance是什么时候的？
去年，11年还是10年还是yield since inception，又或者是好几年的an... 阅读全帖 |
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N****g
发帖数: 2829 | 9 bond fund风险低是相对stock fund来说的，这点没有异议吧？
Fed cut QE3后，国债利率必然上涨，那些买国债的Bond Fund的yield也会相应上涨，
抵消NAV的下跌。我的一个Bond fund在Scottrade里面显示Unrealized Gain/Loss是-2.
5%，但我比较一下我当时投进去的钱和现在fund的价值，不仅不是亏2.5%，而是赚2.7%
，就是因为我不停的reinvest yield，scottrade算gain/loss的时候没有把yield算进
去。
现在的问题是Bond Fund价格有点虚高，将来一段时间价格的下降可能比yield的上升来
得更快，但长期来说，并不会亏到哪里去。 |
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D*****t
发帖数: 558 | 10 1. spread your money among asset classes ( for example: 30% large cap, 20%
small cap, 20% foreign stocks, 30% bond, tweak this formula to your taste)
2. keep investing and DCA every month, quarter or year
3. Rebalance once or twice a year
4. do not pay attention to price fluctuation of individual fund/etf, view
your entire portfolio as one piece
5. do not invest in just one fund, unless it's a balanced fund ( a mixture
of equity and bond) such as a target retirement fund.
6. read a book of asset... 阅读全帖 |
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D*****t
发帖数: 558 | 11 the best strategy for retirement investing is buy and hold. this is my
opinion. many people on this board agree with me, many don't. market timing
( trading or opportunistic investing, whatever you call it )can be done by a
small number of people, but requires knowledge and skills most people don't
have. lots of novel investors buy a fund and sell the fund when its price
rise 10%. then they miss another 20% on the way up, become greedy again, buy
again at the very top only to find market down 20... 阅读全帖 |
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e*****e
发帖数: 1570 | 12 问个在vanguard开普通mutual fund和ROTH IRA acount的问题。
首先说一下：
1，之前有ROTH IRA account，买了一些MF和ETF。后来卖了许多，现在里面没几个钱了
；账户还在；
2，现在准备放2万进去，买点Fund，总比放在银行好；
现在的问题是：我知道一般都是max ROTH IRA之后再考虑其它的长期投资；但是，我刚
错过2014-4-15的deadline，现在只能放2014年的$5,500的ROTH contribution，2013年
的放不进去了。手中2万多，如果要全部放进ROTH，那还要等好几年。
所以，我想到直接开一个vanguard普通的mutual fund account. 我做的研究，关于
vanguard普通mutual fund account的劣势(相对于Vanguard ROTH)是：
1，每年都要报税，不管是否有赢利，很麻烦；
2，no tax advantages，compared to ROTH IRA；
3，每年有20块的服务费。不过，如果sign up for electronic statements... 阅读全帖 |
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a*****p
发帖数: 1285 | 13 我按照风险排序。以下是风险最低的。 这几个是你们说的money market fund么？我看
了看还是bond或者是index fund阿。这个名字有区别么？
Principal TrustSM Target Income Fund I10
Blend
Retirement Income
Risk: 4 of 10
3.95
06/30/2014
1.48
06/30/2014
-- --
Fidelity® Government Income Fund (FGOVX)
Bond
Intermediate Government
Risk: 3 of 10
2.82
06/30/2014
1.02
06/30/2014
0.88
06/30/2014
0.96
06/30/2014
Spartan® U.S. Bond Index Fund - Fidelity Advantage Class (FSITX)
Bond
Intermediate-Term Bond
Risk: 3 of 10
2.88
06/30/2014
1... 阅读全帖 |
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s*********f
发帖数: 530 | 14 之前偷懒选了target date (2045) fund，现在稍微了解了点投资知识，想把现有的
balance从target fund换成自己选的的几个index fund。
请问这样做有什么弊端啊？是不是建议留着现有的balance在target date fund，以后
的contribution改成买index fund更为妥当？
谢谢大家！ |
|
s****y
发帖数: 503 | 15 银行推荐我购买一些他们的Mutual Funds，是银行自己的产品，我网上看了一下，比如
分为Income Funds和Growth Funds，这个到容易判断，Growth Funds有比较高的风险，
Income Funds风险比较低。
但是接下来应该怎么选择呢？Income Funds长期和短期的收益基本是正的，但是希望今
后的表现好一些，应该怎么选择一个基金？参考哪些数据？ |
|
p********l
发帖数: 20 | 16 本人投资菜鸟一枚。以前就把钱放在fidelity freedom里，现在想放在mutual fund里
，多点增长。大家帮忙看看应该怎么allocate资金才好。因为现在处于学习阶段，还希
望大家同时讲讲为什么选某个fund。不胜感谢！
可选fund：
American beacon small cap
Fidelity spartan international index
Diamond hill large cap
Dreyfus mild cap index
Dreyfus small cap stock index
Fidelity spartan 500 index fund
Fidelity low priced stock fund
Ivy science and technology
T Rowe price growth stock
Brown capital management small company fund |
|
w***n
发帖数: 1519 | 17 “具体最终的expense里面包含了什么？是简单的百分比的管理费，还是连公
司大楼清洁工的工资，各员工的度假开销都算进客户的expense里面了？对这个问题的
回答，可以让你了解什么Mutual fund可以碰，什么mutual fund不可以碰。”
这些费用本来就是会算在expense里的。难不成还要fund manager自掏腰包？又不是慈
善。
index fund之所以比actively managed fund 便宜，除了交易少，也是因为不需要智力
。开着机器和程序就可以track index。而买active MF 或者hedge fund 买的就是明星
经理的服务。这方面和世上的很多其它事情一样，是一分钱一分货的。做得好的基金收
two and twenty，也一样有很多人心甘情愿交钱。
你既然是追求高收益，追求outperformance的人，应该不难理解这世上有人可以做的非
常棒，甚至比大哥你还牛吧？ |
|
R******4
发帖数: 96 | 18 补充一下2楼的回答
如果你的钱本身在vanguard（比如从money market到买某个fund），那么vanguard的
fund大部分买了后可以很快卖，但是卖掉的那一支fund 60天以内不能买回来
如果你买fund的钱还在银行没有clear（他家一般3天钱从银行clear），那么vanguard
的fund可以卖出换成成另外一个vanguard fund，不能卖成现金到你银行 |
|
w****u
发帖数: 38 | 19 2014-03-12 白石 琪石职业发展俱乐部
作者：白石 q******[email protected]
＊＊＊白石点评：看了半天JobDescription，只能说这个工作太高富帅白富美了，三天
两头面试人家Hudge Fund的大头们。。啥都不说了，有兴趣的赶紧升级了把简历递过来
吧＊＊＊
公司：一家Fund of Funds，仅对来信表示有兴趣的高级会员开放
地点：ＮＹＣ
位置：Research Analyst
要求：（对交流能力要求很高）
两年经验以上，MBA/graduate degree and/or CFA preferred
Two or more years with direct exposure to hedge funds through an allocator,
service provider or direct investment role
Strong knowledge of economics, financial instruments and derivatives
Proficiency in Microsoft Office applicatio... 阅读全帖 |
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m****s
发帖数: 18160 | 20 【 以下文字转载自 CS 讨论区 】
发信人: ecfbs (wlec4bs), 信区: CS
标 题: Microsoft-funded PhD opportunity (software/ system verification)
发信站: BBS 未名空间站 (Fri Apr 12 13:40:39 2013, 美东)
Microsoft Research PhD studentship: Future Filesystems
======================================================
Project: Future filesystems: mechanized specification, validation,
implementation and verification of filesystems
Supervisors: Tom Ridge (with Andrew Kennedy at Microsoft Research)
Application deadline: 2013-06-02 (June 2nd)
... 阅读全帖 |
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u*****a
发帖数: 6276 | 21 即使上了藤校，没有诚信，就这下场。
【 以下文字转载自 JobHunting 讨论区 】
发信人: qquuaanntt (况特), 信区: JobHunting
标 题: 看来hedge fund还是秒杀FLG阿
发信站: BBS 未名空间站 (Wed Feb 19 20:20:06 2014, 美东)
一个3年工作经验的小本，在Hedge fund作IT,年package 55万。。。
Total comp $547,000 as a computer system analyst with 3 year working
experience? Two sigma is so generous
http://www.forbes.com/sites/nathanvardi/2014/02/19/analyst-char
Kang Gao, a 28-year-old who until recently worked as a quantitative analyst
at Two Sigma Investments, was arrested last week and cha... 阅读全帖 |
|
u*****a
发帖数: 6276 | 22 即使上了藤校，没有诚信，就这下场。
【 以下文字转载自 JobHunting 讨论区 】
发信人: qquuaanntt (况特), 信区: JobHunting
标 题: 看来hedge fund还是秒杀FLG阿
发信站: BBS 未名空间站 (Wed Feb 19 20:20:06 2014, 美东)
一个3年工作经验的小本，在Hedge fund作IT,年package 55万。。。
Total comp $547,000 as a computer system analyst with 3 year working
experience? Two sigma is so generous
http://www.forbes.com/sites/nathanvardi/2014/02/19/analyst-char
Kang Gao, a 28-year-old who until recently worked as a quantitative analyst
at Two Sigma Investments, was arrested last week and cha... 阅读全帖 |
|
f******e
发帖数: 12 | 23 抱谢版大，等三日自己帐号激活后继续update，我今天在dos 网站上看到：
Exchange Visitor Program Funding
How do I determine if my exchange visitor program was funded by the U.S.
Government, my home country’s government, or an international organization
that received funding from the U.S. Government or my home country’s
government?
You should consult with your responsible program officer for assistance in
making this determination. If your participation in an exchange visitor
program was funded either in whole or in part by the ... 阅读全帖 |
|
S**P
发帖数: 835 | 24 【 以下文字转载自 Investment 讨论区 】
发信人: SDTP (Hobby), 信区: Investment
标 题: 老婆的新公司要求将我在FIDELITY的FUNDS都转到它指定的公司的FUNDS
发信站: BBS 未名空间站 (Thu Feb 2 22:53:56 2012, 美东)
老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
The Dreyfus Corp
T. Row Price
New England Securities
Northwestern Mutual Investment Services
Mark Bredin Investment Advisor
Max Haspel Investment Advisor
Credit Suisse Securities
我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
敢要1-2%. 我现在有不少基金在FIDEILITY和VANGUA... 阅读全帖 |
|
T*********s
发帖数: 17839 | 25 Hedge Funds Climbed 0.2% in January on Best Start for Equities in 18 Years
Hedge funds gained 0.2 percent in January as equities around the world had
the best start in 18 years after U.S. economic growth showed signs of
accelerating and European leaders moved closer to a solution for the region
’s debt crisis.
The Bloomberg aggregate hedge fund index increased to 114.63 from 114.36 in
December as long-short equity, global macro and multistrategy funds all
climbed. Hedge funds fell 4.9 percent la... 阅读全帖 |
|
W***n
发帖数: 11530 | 26 Hedge funds see their returns halving in 2014
Jenny Cosgrave | @jenny_cosgrave
Monday, 21 Jul 2014 | 8:49 AM ETCNBC.com
Hedge fund managers are expecting to deliver less than half of the returns
for their investors in 2014 that they saw last year, as fears of a
correction in stock markets mount, amid record high equity valuations.
Almost half of the 150 hedge fund managers questioned by data provider
Preqin, with a total of $380 billion of assets under management, said they
expected to delive... 阅读全帖 |
|
T*********4
发帖数: 451 | 27 还是现在是贪心的时候， 欢迎大家讨论。
Record cash streamed out of U.S.-based stock funds and billions more fled
bonds in a week of apparently escalated caution, Lipper data showed on
Thursday.
More than $46 billion thundered out of U.S. stock mutual funds and exchange-
traded funds, the most ever, while a near-record $13 billion poured from
bonds, according to the research service. Relatively low-risk money market
funds pulled in $81 billion, also the most recorded, the research service's
data showed.
The withdra... 阅读全帖 |
|
S**P
发帖数: 835 | 28 【 以下文字转载自 Investment 讨论区 】
发信人: SDTP (Hobby), 信区: Investment
标 题: 老婆的新公司要求将我在FIDELITY的FUNDS都转到它指定的公司的FUNDS
发信站: BBS 未名空间站 (Thu Feb 2 22:53:56 2012, 美东)
老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
The Dreyfus Corp
T. Row Price
New England Securities
Northwestern Mutual Investment Services
Mark Bredin Investment Advisor
Max Haspel Investment Advisor
Credit Suisse Securities
我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
敢要1-2%. 我现在有不少基金在FIDEILITY和VANGUA... 阅读全帖 |
|
t*m
发帖数: 4414 | 29 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
|
t*m
发帖数: 4414 | 30 I have Fidelity New Markets Income Fund (FNMIX) and Matthews Pacific Tiger
Fund (MAPTX) in my taxable account. About 10K each.
Are they tax efficient?
(1) One is a bond funds, and the other is an active stock funds, therefore,
tend to be tax inefficient.
(2) But they are foreign funds. Will the foreign tax credit make them even
more tax efficient than a S&P 500 index funds?
(3) Should I put these two positions into IRA account and switch out ~20K
IVV to my taxable account?
Many thanks! |
|
x****k
发帖数: 2932 | 31 【 以下文字转载自 Stock 讨论区 】
发信人: audi (QQQ), 信区: Stock
标 题: 瞻仰一个华人牛b fund manager
发信站: BBS 未名空间站 (Thu Jan 22 12:13:29 2015, 美东)
几个月能把一亿刀炒成20万，然后一封 sorry email 说 bye bye.
Manager 'truly sorry' for blowing up hedge fund
A hedge fund manager told clients he is "truly sorry" for losing virtually
all their money.
Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had
lost all but $200,000 of the firm's capital—down from the roughly $100
million it ran as of late March.
"I take responsi... 阅读全帖 |
|
w**z
发帖数: 8232 | 32 Docker Raises Another $95 Million in Funding
Another day in tech, another company tops $100 million in money raised.
Docker, a fast-moving maker of software for managing applications on a
global basis, said Tuesday that it has raised another $95 million. With this
fourth round of funding Docker, which two years ago was near extinction,
has raised about $160 million.
The company declined to discuss its valuation, but it is likely worth more
than $1 billion, up from $400 million last September, ac... 阅读全帖 |
|
v*****1
发帖数: 3980 | 33 不算前辈，只是随便说说我自己在PE fund感受。我们公司是经营PE fund的syndicator
， 主要是做LIHTC。 我自己在fund部门，做的主要是fund accounting, analysis （
upper tier and lower tier), modelling. 对有关LIHTC的tax要了解，但不需要像专
门做tax的CPA一样了解那么细致。每季度reports due会忙一些，平时还好。 我们记账
做表一般四舍五入，所以经常off一些个位数，可以忽略。我们的 tax return 都交给
CPA 做。
不知道你的PE fund客户做什么样的fund？ |
|
G******8
发帖数: 87 | 34 Tax 方面的 Career path就是:
1. 在四大 Financial service team做: Staff -> senior -> manager -> senior
manager -> director -> Partner
2. 跳到 fund 里， tax associate --> tax manager - > tax director -> VP of
tax
3. 跳到 fund administrator做,Tax associate --> tax manager - > VP
从四大的 senior level 以上的（包括senior）都可以直接跳出来到 fund 去，大部分
的fund里做 tax的都有四大的背景。赚得要比四大要多很多，我知道一个四大的刚刚做
2nd year tax manager的去年跳到 fund去，$175k 的packet。
Fund administrator的pay 略低,只比四大高一点点。 |
|
p**z
发帖数: 1311 | 35 沉了那么多天终于有点讨论了。
我说一下我自己notice的情况 Asia vs. US 请指正。
貌似在美国的fund 再复杂的fund都一般都只会有几个in house accounting post。CFO
－controller－acct manager－accountant 各一人。AUM过billion。用用investec差
不多每个Q 搞搞report什么的
貌似在Asia（香港）只有很复杂的fund (e.g. VC/PE) 会请那么1－2个in house
accounting post(CFO/Manager)。很多小fund都直接outsource给fund admin然后
technical的东西等auditor去搞定。。根本没有in house没人懂accounting....
在美国的时候没接触比较传统的fund 不知道outsource的情况是不是比较严重？ |
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G******8
发帖数: 87 | 36 AUM 1 个billion左右的是只能justify 3,4个职位。在PE 行业，只有你的AUM 达到 3
个billion以上你才算 a legitimate player. 3个 billion以下的很多都在struggle。
一个 decent 的 PE 的AUM 应该至少达到 $5～6 billion，勉强算是个middle-level
player。要知道大的PE 只要发行一个fund就是 1B 的 fund size.
香港很多的funds 都是美国或英国或欧盟国家的 PE 的 Asian branch，是specialize
in Asian investments, 所以 fund 不会太多太复杂， 找一大堆人做 operation太浪
费，所以很多 outsources。fund里留几个人主要做 management company的report和
SFC 的compliance。美国这边的PE 很少 outsource, Hedge fund倒是很多。
CFO |
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G******8
发帖数: 87 | 37 Tax 方面的 Career path就是:
1. 在四大 Financial service team做: Staff -> senior -> manager -> senior
manager -> director -> Partner
2. 跳到 fund 里， tax associate --> tax manager - > tax director -> VP of
tax
3. 跳到 fund administrator做,Tax associate --> tax manager - > VP
从四大的 senior level 以上的（包括senior）都可以直接跳出来到 fund 去，大部分
的fund里做 tax的都有四大的背景。赚得要比四大要多很多，我知道一个四大的刚刚做
2nd year tax manager的去年跳到 fund去，$175k 的packet。
Fund administrator的pay 略低,只比四大高一点点。 |
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p**z
发帖数: 1311 | 38 沉了那么多天终于有点讨论了。
我说一下我自己notice的情况 Asia vs. US 请指正。
貌似在美国的fund 再复杂的fund都一般都只会有几个in house accounting post。CFO
－controller－acct manager－accountant 各一人。AUM过billion。用用investec差
不多每个Q 搞搞report什么的
貌似在Asia（香港）只有很复杂的fund (e.g. VC/PE) 会请那么1－2个in house
accounting post(CFO/Manager)。很多小fund都直接outsource给fund admin然后
technical的东西等auditor去搞定。。根本没有in house没人懂accounting....
在美国的时候没接触比较传统的fund 不知道outsource的情况是不是比较严重？ |
|
G******8
发帖数: 87 | 39 AUM 1 个billion左右的是只能justify 3,4个职位。在PE 行业，只有你的AUM 达到 3
个billion以上你才算 a legitimate player. 3个 billion以下的很多都在struggle。
一个 decent 的 PE 的AUM 应该至少达到 $5～6 billion，勉强算是个middle-level
player。要知道大的PE 只要发行一个fund就是 1B 的 fund size.
香港很多的funds 都是美国或英国或欧盟国家的 PE 的 Asian branch，是specialize
in Asian investments, 所以 fund 不会太多太复杂， 找一大堆人做 operation太浪
费，所以很多 outsources。fund里留几个人主要做 management company的report和
SFC 的compliance。美国这边的PE 很少 outsource, Hedge fund倒是很多。
CFO |
|
s*****n
发帖数: 160 | 40 直到后来有一个机会，算是华尔街勉强前10的一家公司，法国S家招人，一个新猎头把
我的简历递过去之后，我浑浑噩噩去面试。（当然准备还是有，对那个部门要做的产品
还是研究了一番）那个是0-2年工作经验的职位，我竟然一举pk掉了所以人，拿到了
offer.(当然和经理是中国人也有关系，其他面试人背景相对较弱)。新做的产品是
credit derivatives，和简单的国债大不相同，各种cdo, rmbs, cmbs, cds的定价弄的
我头昏眼花，还有各种系统，各种问题，经历了许多，也学了学到了许多。其中还有一
段和London office 怄气的故事，现在想想当时也是相当楞头青，本来可以好好说明的
事情，硬要自己一头撞上去。还好有经理和senior的维护，也没有搞大事情。
虽然说进去了一个大公司，名气也算是有。可是华尔街的好日子已经一去不返，不允许
prop trading,各种监管，前两天看华尔街之狼，80年代竟然可以抽取1%的commission
，而pink sheet尽然可以高达50%，看看现在都是小数点之后四五位的commission就可
以明白。于是自己也是很苦恼，难道读会... 阅读全帖 |
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s*****n
发帖数: 160 | 41 直到后来有一个机会，算是华尔街勉强前10的一家公司，法国S家招人，一个新猎头把
我的简历递过去之后，我浑浑噩噩去面试。（当然准备还是有，对那个部门要做的产品
还是研究了一番）那个是0-2年工作经验的职位，我竟然一举pk掉了所以人，拿到了
offer.(当然和经理是中国人也有关系，其他面试人背景相对较弱)。新做的产品是
credit derivatives，和简单的国债大不相同，各种cdo, rmbs, cmbs, cds的定价弄的
我头昏眼花，还有各种系统，各种问题，经历了许多，也学了学到了许多。其中还有一
段和London office 怄气的故事，现在想想当时也是相当楞头青，本来可以好好说明的
事情，硬要自己一头撞上去。还好有经理和senior的维护，也没有搞大事情。
虽然说进去了一个大公司，名气也算是有。可是华尔街的好日子已经一去不返，不允许
prop trading,各种监管，前两天看华尔街之狼，80年代竟然可以抽取1%的commission
，而pink sheet尽然可以高达50%，看看现在都是小数点之后四五位的commission就可
以明白。于是自己也是很苦恼，难道读会... 阅读全帖 |
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c**a
发帖数: 94 | 42 听说去大牛实验室自己带funding更容易，但是申请funding需要未来实验室的support
啊？申请
funding的都要写research proposal，而且还要未来老板写support letter啊。那么大
牛不要
你怎么申请funding，没有funding怎么去大牛实验室？ |
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C*******b
发帖数: 174 | 43 http://blogs.nature.com/news/2012/09/looming-cutbacks-threaten-
Sweeping US budget cuts set to begin in 2013 would reduce federal research
and development funds by $57.5 billion over the next five years, according
to a report released on 27 September by the American Association for the
Advancement of Science (AAAS) based in Washington, DC.
Known as a ‘sequester’, the across-the-board cut would come into effect on
2 January, unless Congress can agree on an alternative budget plan to lower
the fed... 阅读全帖 |
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Y******u
发帖数: 1912 | 44 show me the money!!!!又被average了 T_T
http://www.finalternatives.com/node/22068
Hedge fund performance may be no great shakes this year, but that hasn't
stopped hedge fund managers from giving themselves and their staffs a nice
raise.
Pay at hedge funds has increased 15% this year compared to last, according
to Glocap Partners' annual hedge fund compensation survey, conducted with
Hedge Fund Research. By contrast, pay at private equity firms remained flat.
Zoia said that a portfolio manager at a m... 阅读全帖 |
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R********n
发帖数: 519 | 45 如果不是挖坑的话，简单回答下，
对于刚毕业或者毕业才几年的人，一般很难说这几个地方随便选（given对工作性质有
一定要求）。一般能拿到IB quant的人，只有很少部分能够拿到same tier的quant
fund & trading firm offer。mutual fund & pension fund虽然大部人看不上，可是
真要申请，没有一些经济／金融背景的人，mutual fund也不要好吧。同样，能够去top
quant fund的人，也不是说IB的offer就能拿，MS or CS的考试就能过的。人都是有限
制的，包括skill set，精力，人脉联系，etc。
对于有5年以上，甚至10年以上经验的人，估计有些可以达到挑选的地步了。但这个时
候，如果还在比比package，考虑混退休的阶段。。。那no comments
pension
hedge |
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G*********8
发帖数: 644 | 46 Mutual fund outflows were almost $8.5 billion in the week ended Dec. 15,
according to the Investment Company Institute.
But foreign stock funds had net inflows of more than $2.2 billion, a jump
from the previous week’s $1.8 billion.
Domestic equity funds, by contrast, had outflows of $2.4 billion. That was
down from the prior week’s $2.7 billion.
Total bond fund outflows surged past $8.6 billion, up from $1.7 billion a
week earlier.
Most of that came from municipal bond funds, which had outflows... 阅读全帖 |
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l****z
发帖数: 29846 | 47 Guilty Verdicts in Liu Trial
The Former Campaign Treasurer, Fundraiser for City Comptroller John Liu Were
Found Guilty of Various Charges Involving Campaign Fraud.
By SEAN GARDINER And MICHAEL HOWARD SAUL
A federal jury found two former associates of New York City Comptroller John
Liu guilty Thursday of various counts of campaign-finance fraud, a setback
for the comptroller who vowed to continue his bid for mayor amid renewed
questions about his campaign's viability.
The jury convicted Xing ... 阅读全帖 |
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e******3
发帖数: 14 | 48 新faculty，fund manager发信打个招呼，说let him know if I need help from him.
学校的fund manager除了管理日常的funds之外，都做些什么呢？提供funds信息？还是
帮忙处理proposal中的预算项目？ |
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b***g
发帖数: 516 | 49 问了，小秘说，start up是state funding，这个外头的funding是research funding，
两个funding不能cross。。。
她说start up不能还给我了，只能让我这个学期再招两个学生，把research funding的
钱花完
郁闷死了
我list的清清楚楚，她们输错了，最后还要我承担，这都什么事啊 |
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d****s
发帖数: 128 | 50 Faculty CV里面, 拿到的Funding，有一部分是项目经费是本校的CostShare，这些
CostShare可以计入CV的总Funding吗？比如一个项目外面机构给3万，学校costshare 1
wan, 那么CV里面写这个项目Fund总额(Total award)4万可以吗？学校里面这个
funding的正式文件一般只写外面机构给的钱数（3万）。谢谢。 |
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