TAILIEUCHUNG - A Guide to Investing in Hybrid Securities

Fundamental Indexing™ (“FI”) is one of the most successful new investment products to be launched during the 2000s. In a little over two years it has attracted over $10 billion in portfolio investments. The product has been successful both in its appeal to institutional investors and in its ability to gather assets from retail investors in the burgeoning ETF market place. FI has been a marketing sensation. Moreover the actual performance of the FI portfolio has been excellent. During 2005, 2006, and first half of 2007, when the portfolio has been “live” rather than simply. | WELLS FARGO ADVISORS A Guide to Investing in Hybrid Securities Before you make an investment What are hybrid securities decision it is important to review Hybrid securities are fixed-income securities with attributes of equity and debt your financial situation investment typically ranking junior to other forms of debt and senior to common stock. They are objectives risk tolerance time sometimes known as Fixed Rate Capital Securities Preferreds 25 par s Senior Notes Baby Bonds Subordinated Debt Trust Preferreds TRUPs Enhanced Trust horizon diversification needs and Preferreds ETRUPs Junior Subordinated Debt and Preferred Stock. liquidity objectives with your Technically preferred securities are a subset of hybrids. However in recent years Financial Advisor. This guide investors have used the term preferred security as a blanket term to describe any summarizes the basics of 25par security that typically trades with the following characteristics hybrid securities their potential A 25 50 or 100 par value A fixed dividend or interest payment and benefits to investors the types of Listed on a major securities exchange typically NYSE AMEX or NASDAQ . securities issued their risk factors Many people consider the terms preferreds and hybrids to encompass anything from and their tax implications to help 25 par senior debt down to traditional preferred stock. Senior debt would NOT be considered hybrid capital or preferred but investors have historically called these you better understand the features securities preferreds. and costs associated with hybrid Hybrid securities are investment vehicles with potential benefits for both income- securities as well as how your oriented investors and issuers. Like corporate bonds many of these issues have a stated Financial Advisor and Wells Fargo maturity date though some may be perpetual meaning there is no fixed maturity date and are senior to the common stock of the issuing corporation. They do not have voting Advisors LLC are .

• Đầu tư Chứng khoán
• Key Principles
• Glioblastoma Therapy
• Biological Responses
• Chemotherapeutic Agents
• Prognostic Significance
• Immunohistochemical
• Lecture Principles of Marketing
• Bài giảng Nguyên lý Marketing
• Principles of Marketing
• The marketing environment
• Key demographic trends
• Changing household
• Geographic population shifts
• Distributed Systems
• Paradigms
• new material
• peer to peer systems
• grid computing
• Web services
• The key principles
• Exchange and markets
• Market equilibrium
• Measuring a nation’s production
• Unemployment and inflation
• The economy at full employment
• Effective Corporate
• Shareholders
• Key Ownership Functions
• Disclosure
• transparency
• OECD Principles
• Pancreatic Cancer
• Network Centric Understanding
• Systems
• Self Reported Pirates
• Emerging Economies
• Exert Greater Influence
• Key Market
• Highlights
• PCs Continue