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26 introduction to equity portfolio management (income and costs (dividend…
26 introduction to equity portfolio management
the roles of equity in a portfolio
capital appreciation
dividend income
diversification
hedge against inflation
client consideration
equity investment universe
segmentation by size and style
segmentation by geography
segmentation by economic activity
segmentation of equity indexes and benchmarks
income and costs
dividend income
securities lending income
ancillary investment strategies
management fees
performance fees
administration fees
marketing and distribution costs
trading costs
investment approaches and effects on costs
shareholder engagement
benefits
disadvantages
the roles of an equity manager
activist investing
voting
investment across the passive-active spectrum
confidence to outperform
client preference
suitable benchmark
client-specific mandates
risks / costs of active management
taxes