BNSJ/Banking
One of the factors people use when choosing a bank.
What is location/convenience/rates/fees?
These 3 time horizons generally describe investment goals
What is short, medium and long-term.
How many Unit Trusts/Funds are distributed in total?
What is 12?
This common investment fund is usually mistaken as a type of mutual fund
What is an Exchange Traded Fund (ETF)?
Name 2 performance-related pieces produced monthly by our Product team
What are:
Performance at a Glance
Fact Sheet
Monthly Performance Reviews
Monthly Thought Piece
This year was the last time BNSJ copped the prestigious Bank of the Year award
What is 2024?
An investment service in which customers set up regular deposits to be automatically contributed to their investment.
What is a PAC?
This company manages the USD Bond Fund
What is Paydon & Rygel?
Name the 4 pillars of investing
What is:
Invest Early
Invest Regularly
Diversify
Stay Invested
A mutual fund that seeks to provide a mixture of safety, income and capital appreciation. It invests in a mix of fixed income and equity investments, usually with specific minimum and maximum proportions.
What is a Balanced Fund?
This is the year BNS started operating in Jamaica.
What is 1889?
To deliver an Advice+ experience, we demonstrate the Know Me, Advise Me, ___________ promise as the foundation of how we deliver appropriate and personalized Advice to our customers.
What is Value Me?
These 2 Funds offer Class D distribution options
What are the Money Market Fund and the USD Bond Fund?
This is an investment strategy in which individuals divide their investment portfolios between different diverse asset classes to minimize investment risks
What is asset allocation?
This tool lists 90 excuses for not investing
What is the Big Picture Chart/Invest for the Long-run?
With more than 2,000 branches and offices in 40 countries, Scotiabank is the most ________ of the Canadian banks.
What is international?
3 benefits of investing in mutual funds/unit trusts
What are:
professional management, diversification, convenience, affordability, access to your money, access to markets
State the average credit quality of the holdings in the Caribbean Income Fund as at November 2024
What is BB+?
This 2-word phrase describes the three investment categories: cash and equivalents, fixed income and equities.
What is an asset class?
This sharepoint page was launched to assist advisors in accessing product and sales related content for all of the IWM distributing countries
What is the International Asset Management Corner?
In what year was Audrey Tugwell Henry appointed President & CEO
What is 2020?
_______________is wholly owned by the Bank of Nova Scotia and forms part of Scotia Global Asset Management®, which manages more than US$254 billion on a discretionary basis as at December 31, 2023
What is 1832 Asset Management LP?
The objective of this Fund is to maximize total Jamaican dollar return to investors by primarily investing in a diversified mix of US dollar denominated fixed income instruments.
What is the Scotia Premium US Dollar Indexed Fund?
"Time changes constantly, so pinning down its effects takes a little bit of math. _______ uses the perspective of time to assess the sensitivity of bond prices to changes in interest rates."
What is Duration?
Name any 4 of the 90 excuses for not investing
What are...
eg Recession, COVID-19 Pandemic, Terrorist Attacks in U.S.