Mpf fundamental index. Disclaimer: The Reference Portfolio for each of the constituent funds under the Default Investment Strategy ("Reference Portfolio") is calculated by FTSE Russell using the data contained in the FTSE MPF All-World Index (the “FTSE Index”) and the FTSE MPF World Government Bond Index (the “FTSE FI Index”). Mandatory Provident Fund (MPF) SystemThe Definition of an Employee under the MPF System Are you covered by the MPF System? Check the definition of a "Relevant Employee" under the system here. MPF is also available to certain insurance companies that wish to reinsure liabilities that the insurers have arising under unit linked life policies issued by the insurers to underlying pension scheme investors. May 12, 2011 · SW SSGA Emerging Markets Equity Index CS8 Fund Objective State Street Global Advisors describe their fund’s aim as follows: The fund aims to track the return of the FTSE® All-World All Emerging Markets Index. 所有有關富時強積金指數系列 (FTSE MPF Index Series)，包括經貨幣調整後指數的權利均屬富時指數有限公司所擁有。 所有資料只作參考用途，並已盡力確保發佈資料正確無誤，對於因使用發佈資料而產生的任何錯誤或損失，富時一概不負任何責任。 Jan 28, 2022 · We provide a multidimensional characterization of monetary policy frameworks across three pillars: Independence and Accountability, Policy and Operational Strategy, and Communications (IAPOC). The measurement of the underlying economic reality might become unreliable if one or more of the eligible stock exchanges ceased to operate but the constituent securities continued to trade elsewhere, either over the counter or on other venues. those who work for themselves). Nov 14, 2016 · Cumulative Performance (to 30/06/2025) efficient portfolio management purposes. The MPF is calculated using measurements that the average golf enthusiast might not be able to take. The Sub-Fund's objective is to track the FTSE RAFI All-World 3000 Index The MPF Program Guide (Program Guide) contains the requirements for participating in the MPF Program and certain general requirements applicable to all MPF products; Since 1996, my primary research interests have been in the areas of (1) the fundamental physics of computing (with an emphasis on the study of fundamental physical limits on computing), (2) novel nanoelectronic and quantum-electronic technologies for digital logic, and (3) fundamental new computing paradigms that will be important for efficient An MPF program vendor that receives monthly servicing reports from all MPF Program servicing retained PFIs. View real-time Fundamental indicators for all of FTSE MPF China Total Return index constituents. Not for public distribution. The MPF System is set up to help Hong Kong’s workforce save up for their retirement. The Federal Home Loan Banks' Mortgage Partnership Finance (MPF) Program is designed to help you gain access to the secondary market. FTSE MPF Index Series A family of Indices to be used as performance benchmarks for the Hong Kong Mandatory Provident Fund (MPF) Overview The FTSE MPF Index Series is based on the FTSE All- World Index Series and provides a range of country and regional indices, with both unhedged and hedged variants to provide choices for investors. MPF ® Traditional Forms, Manuals, Templates Links FAQs Training MPF Xtra ® Forms, Manuals, Templates Links FAQs Training News & Articles There is always something new to discover about the MPF Program. Fund Objective The Sub-Fund seeks to provide a balance between capital growth and capital preservation, taking into account the investment manager's view of what investments it believes are typically appropriate for an investor in a UK pension fund retiring on the target retirement date of the Sub-Fund. Nov 7, 2018 · Unlike market-cap-weighted indexes, fundamental indexes size their holdings by metrics such as company revenues, earnings, or dividends instead of share prices. This guide is designed to assist you with your training and development efforts by laying out suggested course paths for loan originators, processors and underwriters. The series The FTSE Mandatory Provident Fund (MPF) Index Series was launched in 2001 by FTSE Russell in collaboration with Willis Towers Watson (WTW) and Hong Kong Investment Funds Association (HKIFA). At present, the FTSE MPF Index Series comprises 36 indices on a hedged and unhedged basis covering the various investment opportunities allowable under the Hong Kong MPF system. The MPF Jul 12, 2017 · Unlike market-cap-weighted indexes, fundamental indexes size their holdings by metrics such as company revenue, earnings, or dividends instead of share prices. Resources By Product Browse through MPF-related resources by product or type to continue your learning. Both price return and total return are available for this index. The master servicer will work with the PFI to validate the monthly reports and report the final data to the MPF Program. Due to its scope and The latest fund information for SSgA Fundamental Index Global Equity (Developed 100% Hedged) Sub-Fund 100% Hedge, including fund prices, fund performance, ratings, analysis, asset allocation Feb 15, 2023 · There are many funds whose stock portfolios are designed to track those of the S&P 500 due to the index's popularity as a barometer of U. This article explores the definition, working mechanism, and significance of fundamentally weighted indexes, with a focus on their role in passively managed funds. eMPF® Website Summary The eMPF Website is a secure transaction portal available to authorized users of member institutions participating in the MPF Program. The MPF Index Series is based on the FTSE All-World Index Series and provides a range of country and regional indexes, with both unhedged and hedged indexes to provide choices for investors. MSCI MPF Hong Kong Index (HKD) The MSCI MPF Hong Kong Index is designed to comply with the Hong Kong MPF Investment Guidelines and to measure the performance of the large and mid cap Hong Kong listed Hong Kong and Chinese companies (Red-Chips, H share, P-chips), as well the Hong Kong listing of HSBC, that are relevant for Hong Kong MPF investors. Learn how these indexes, driven by fundamental criteria such as The FTSE MPF Greater China Index consists of HSBC (the Hong Kong listed line), eligible large cap and mid cap Chinese, Hong Kong and Taiwan companies in the FTSE MPF All-World Index which are listed on the stock exchanges approved by the Mandatory Provident Fund Schemes Authority (MPFA). It is the industry standard calculation made by most high-end golf equipment fitters based on the research by Ralph Maltby. However, professional customizers and club fitters have charts for different clubs’ MPF Stay up-to-date on the latest MPF announcements, guide updates & clarifications and MPF Program enhancements. It consists of eligible large cap and mid cap companies in the FTSE All-World Index which are listed on the stock exchanges approved by the Mandatory Provident Fund Schemes Authority (MPFA). Compare indices with interactive charts and in-de… The latest fund information for SSgA Fundamental Index Global Equity (Developed 100% Hedged) Sub-Fund 100% Hedge, including fund prices, fund performance, ratings, analysis, asset allocation The FTSE MPF Index Series Family uses as input data official closing prices sourced via vendors from the eligible stock exchanges. It is required that eligible employees in Hong Kong be registered under the Mandatory Provident Fund and contribute to the fund monthly. MPF e-Services The eMPF Platform • Centralises and digitalises all MPF schemes’ administrative processes, allowing you to manage MPF online at ease • Built and operated by the eMPF Platform Company Limited, a wholly-owned subsidiary of the Mandatory Provident Fund Schemes Authority (MPFA) My primary research interests are in the areas of the fundamental physics of computing (with an emphasis on the study of fundamental physical limits on computing), novel nanoelectronic and quantum electronic technologies for digital logic, and fundamental new computing paradigms that will be important for efficient computing at the nanoscale Investing to beat Inflation The graph on the right shows a comparison of global equity returns against Hong Kong inflation since December 2000, the inception of MPF – illustrated by the FTSE MPF All World Hedged Total Return Index and the Hong Kong Composite Consumer Price Index (CPI). Oct 16, 2025 · State Street-MPF Fundamental Index Global Equity Fund is an open-end pension fu- nd incorporated in the United Kingdom. It is set out in three parts: firstly, the objectives and implementation of the defined benefit section, secondly those of the defined contribution section, and finally the Trustee's overall policy on issues that apply equally to the defined The MPFA strives to build a retirement savings system that is valued by Hong Kong people. We construct the IAPOC index by analyzing central banks’ laws and websites for 50 advanced economies, emerging markets, and low-income developing countries, from 2007 to 2018. S. Employees, employers and self-employed persons who are covered by the MPF System The FTSE MPF Hong Kong Index consists of HSBC (the Hong Kong listed line), as well as eligible large cap and mid cap Hong Kong and Hong Kong listed Chinese companies in the FTSE MPF All-World Index which are listed on the stock exchanges approved by the Mandatory Provident Fund Schemes Authority (MPFA). The Fund primarily invests at all times in the MPF Fundamental Index® Global Equity Fund with forward foreign exchange contracts to hedge the currency exposure back to sterling. Monitor real-time MSCI MPF Golden Dragon Total Return LOC movements and review historical return trends. Mar 31, 2020 · The BOC-Prudential North America Index Fund seeks to provide investment performance (before fees and expenses) that tracks the performance of the FTSE MPF North America Index (unhedged) primarily by adopting a representative sampling strategy. Today, nine of the 11 FHLBs purchase Before investing in any MPF fund, you should read carefully the Key Scheme Information Document, MPF Scheme Brochure and Fund Fact Sheet, understand thoroughly the fees, characteristics and risks of the funds in the scheme, and then choose the appropriate MPF fund and determine the proportion of investment according to your investment Head MPF Ratings The Maltby Playability Factor (MPF) was developed by Ralph Maltby as a way to evaluate and differentiate the playability of iron designs. The performance includes the reinvestment of dividends and other corporate earnings and is calculated in GBP. Arnott’s fundamental stock strategies are being used by Charles Schwab, which released three fundamental mutual funds in April, including Schwab Fundamental International Large Company Index Fund, and PowerShares, which now offers a variety of fundamental funds. The latest fund information for SSgA Fundamental Index Global Equity (Developed 100% Hedged) Sub-Fund, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & Performance charts for State Street-MPF Fundamental Index Global Equity Fund (SSGAAIG) including intraday, historical and comparison charts, technical analysis and trend lines. The MPF World Government Bond Index is designed to comply with the regulatory requirements governing investments in debt securities by Hong Kong Mandatory Provident Fund schemes. Although global equites have experienced many ups and downs over this period, the overall return of 152% is Feature article by the Hong Kong Government on retirement planning and tips, including how to withdraw MPF benefits, health tips and government services available for the retired. RAFI indices are passively managed market cap indices that use a security weighting system that ranks stocks according to four fundamental value factors. The latest fund information for SSgA Fundamental Index Global Equity (Developed 100% Hedged) Sub-Fund 100% Hedge, including fund prices, fund performance, ratings, analysis, asset allocation Apr 30, 2025 · A fundamentally weighted index is a type of equity index in which components are chosen based on fundamental criteria as opposed to market capitalization. Explore its benefits, various types & practical examples for better returns today! This innovative method offers enhanced portfolio outcomes. The FTSE Mandatory Provident Fund (MPF) Index Series was launched in 2001 by FTSE Russell in collaboration with Willis Towers Watson (WTW) and Hong Kong Investment Funds Association (HKIFA). The series “We are excited to deepen our participation and offering in the MPF scheme, which forms a fundamental part of retirement planning for the Hong Kong population. . Jun 28, 2025 · Fundamental indices, developed by Research Affiliates [2] and calculated by FTSE, are known as Research Affiliates Fundamental Index (RAFI). The RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess returns versus the cap-weighted benchmark. Both unhedged and hedged indexes in price return and total return are available for this index. Nov 2, 2023 · Maltby Playability Factor (MPF) is an aiding factor in golf club selection. The address is STATE STREET FINANCIAL CENTER, 1 LINCOLN STREET, Boston, US-MA, 02111, US. In a persistently low-return and high-volatility environment, these two DIS index funds provide a low cost and ready-made solution for members to invest for retirement,” notes Julia Lee, head of Hong Kong retail business at FTSE MPF North America Indexindex chart, prices and performance, plus recent news and analysis. Visit our page and learn more about the MPF System. 5 days ago · FTSE MPF North America Indexindex chart, prices and performance, plus recent news and analysis. The strategy uses fundamental measures of company size to select and weight companies and to systematically rebalance against the market’s constantly shifting expectations. Statement of Investment Principles This Statement of Investment Principles covers the defined benefit and the defined contribution sections of the Fund. MPF University Curriculum Paths With over 170 courses to choose from, MPF ® University provides learning opportunities for many different roles within the mortgage industry. The suitability of a reference index will be assessed on the following criteria: the reference index should be broadly based. Learn more here. It is an important part of Hong Kong’s retirement protection framework. Mar 21, 2023 · This is a fundamental guide to understanding the Mandatory Provident Fund (MPF) in Hong Kong. Please refer to the “General Risks Applicable to All Sub-Funds” and to the relevant “Sub-Fund Specific Risk Factors” sections of the “Key Performance charts for State Street - MPF Fundamental Index World Developed Equity Sub-Fund (SSMFIWD) including intraday, historical and comparison charts, technical analysis and trend lines. As the second pillar of the multi-pronged retirement protection framework of Hong Kong, the MPF System regulates mandatory, privately-managed and fully-funded contribution schemes. MERCER GLOBAL INVESTMENTS MANAGEMENT LIMITED This Supplement forms part of, and should be read in the context of, and together with the prospectus dated 7 July 2022 (the “Prospectus”) in relation to Mercer QIF CCF (the “Fund”) and contains information relating to the Mercer Fundamental Indexation Global Equity CCF (the “Sub-Fund”) which is a separate portfolio of the Fund, which 了解香港強積金制度，為僱員和自僱人士提供退休保障及醫療福利。 The FTSE Mandatory Provident Fund (MPF) Index Series was launched in 2001 by FTSE Russell in collaboration with Willis Towers Watson (WTW) and Hong Kong Investment Funds Association (HKIFA). Apr 24, 2025 · Understand the Mandatory Provident Fund (MPF) in Hong Kong—covering employer and employee contributions, withdrawal rules, and compliance requirements. Visit our site to learn more. Fundamental Index® Global Equity (Developed 75% Hedged) Sub-Fund 30 June 2025 For Professional Clients / Qualified Investors Use Only. The index, with 580 constituents, applies Mar 31, 2020 · The BOC-Prudential European Index Fund seeks to provide investment performance (before fees and expenses) that tracks the performance of the FTSE MPF Europe Index (unhedged) primarily-by adopting a representative sampling strategy. May 31, 2025 · Discover fundamental indexing, an investment strategy focused on company financials, not market cap. Employment Mandatory Provident Fund (MPF) System Information for Employees Information for Employers Information for Self-Employed Persons Under the MPF System, self-employed persons are those who earn income from the production of or trade of goods or services in a capacity other than that of an employee (i. 23 (c) for the regulation providing this exemption. MSCI MPF World Index (HKD) The MSCI MPF World Index is designed to comply with the Hong Kong MPF Investment Guidelines and to measure the performance of the large and mid cap securities across Developed Market Countries* that are relevant for Hong Kong MPF investors. OVERVIEW The Mortgage Partnership Finance® Program (MPF®) provides access to the secondary market for FHLB members that are approved Participating Financial Institutions (PFIs). Here, we explain the concept in detail along with its examples and pros & cons. Jun 26, 2025 · Our fundamental indexing investing guide covers both the pros and cons of this particular investment strategy and portfolio applications. Jan 31, 2025 · Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works. Explore how Fundamental Index® works, why this approach was developed, and how it compares with a market cap-weighted approach. The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. The series MSCI Hong Kong Mandatory Provident Fund Indexes MSCI Hong Kong Mandatory Provident Fund Indexes Designed to reflect the Hong Kong Mandatory Provident Fund Schemes Authority’s (MPFA) investment restrictions on Mandatory Provident Funds (MPF), the MSCI Hong Kong MPF Indexes provide a broad and diverse range of benchmark options for index tracking and actively managed funds. The FTSE MPF World Government Bond Index (MPF WGBI) is designed to help users comply with the regulatory requirements governing investments in debt securities by Hong Kong Mandatory Provident Fund schemes. The Benchmark Index measures the performance of a set of equities within the FTSE RAFI Developed 1000 Index (the “Parent Index”). The series The FTSE MPF Index Series is designed to create a family of indices to be used as performance benchmarks for the Hong Kong Mandatory Provident Fund (MPF). As of September 2024, MPF funds invested in ITCIS reached $220 billion, accounting for over 16% of the total net asset value of the MPF. The index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. This approach can be used to help diversify portfolios and complement traditional market-capitalization index strategies. Jul 7, 2025 · The FTSE MPF Indices include a range of equity and fixed income indices specifically designed for the Mandatory Provident Fund (MPF) scheme in Hong Kong. The index, with 1,320 constituents, applies screens to exclude securities that are not included in the list of approved stock 6 days ago · FTSE MPF Hong Kong Indexindex chart, prices and performance, plus recent news and analysis. Oct 22, 2025 · FTSE MPF China A Hedged Indexindex chart, prices and performance, plus recent news and analysis. These indices serve as performance benchmarks and support compliance with MPF regulatory requirements. An innovative index Guide to Fundamental Indexation and its meaning. Section 6H of the Mandatory Provident Fund Schemes Ordinance (Cap 485) (MPFSO) empowers the MPFA to issue guidelines for the guidance of approved trustees, service providers, participating employers and their employees, self-employed persons and other persons concerned with the MPFSO to facilitate their compliance with the regulatory requirements. Payments are made in United States Dollars and are typically paid by bank draft, or cashier’s check and made out to the U. 6 days ago · Brokerage commissions and ETF expenses will reduce returns. MPF is available to pension schemes registered with HM Revenue and Customs for the purposes of Part 4 of the Finance Act 2004. MPF Guides outline program/product specific requirements & processes PFIs must follow in order to participate in the Mortgage Partnership Finance Program. The index designs may be periodically enhanced by taking into account any updates to MPF scheme regulations. Mar 28, 2024 · Fundamentally weighted indexes, also known as fundamental indexes, are a type of equity index that diverges from traditional market capitalization-based selection. Customs and Border Protection. equity markets, including mutual funds and exchange Jan 12, 2025 · In addition, the MPFA continues to encourage MPF funds to utilize lower-cost index tracking-collective investment schemes (ITCIS) to further reduce fees and benefit the working population. Who Pays the Merchandise Processing Fee and How Is it Paid? The MPF is payable by the importer with the exact value being calculated during the processing of the import customs entry. e. Employment Mandatory Provident Fund (MPF) System Information for Employees Information for Employers Information for Self-Employed Persons Mandatory Provident Fund SystemTopic Introduction The Mandatory Provident Fund (MPF) System came into operation on 1 December 2000. 6 days ago · FTSE MPF Europe Indexindex chart, prices and performance, plus recent news and analysis. Deepen your knowledge of Fundamental Index, an objective and contrarian approach to investing. 14 The Federal Home Loan Bank of Chicago launched the MPF Program in 1997 to provide an outlet (other than Fannie Mae and Freddie Mac) for PFIs to sell fixed-rate mortgage loans. PFIs can use the website to securely conduct mortgage loan sales activities such as: viewing and downloading prices; executing new and modifying existing delivery commitments; submitting loan data through a batch file submission or The FTSE MPF All-World Index is the composite index in the FTSE MPF Index Series. Merchandise Processing Fee RegulationsSee 19 CFR 24. The mandatory provident fund (MPF) in Hong Kong is a compulsory saving scheme or pension fund covering employees and self-employed individuals aged 18 to 64. An index with a single constituent security weighing more than 20% (or 35% where that proves to be justified by exceptional conditions in markets where certain securities are highly Oct 10, 2025 · 5-year financials The interactive charting tool provides extensive upper and lower indicators, news and fundamental overlays, and comparison features. the reference index must comprise securities which are appropriate for MPF investments. MPF is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Au tails about the Fund, including fees and risks. Understand how a portfolio may benefit from the Fundamental Index® approach and how this strategy can be used in portfolio construction. A guideline may consist of, for example, a Oct 27, 2025 · FTSE MPF Hong Kong Indexindex chart, prices and performance, plus recent news and analysis. The investment manager will use proprietary valuation models and may select from a wide Sep 26, 2025 · FTSE MPF Hong Kong Indexindex chart, prices and performance, plus recent news and analysis. Mortgage Conference Each year, we host a Mortgage Conference to connect and provide you Sep 14, 2021 · Merchandise Processing Fee (MPF) and Preference Program TableMany preference programs provide an MPF exemption. MPF FUNDAMENTAL INDEX GLOBAL EQUITY INDEX SUB FUND (LEI# 549300UXYLKHP253UQ97) is a legal entity registered with LONDON STOCK EXCHANGE LEI LIMITED. This report will provide a monthly summary of the aggregate fundamental ratios of the FTSE MPF Indices. The Parent Index provides a representation of the returns of securities in global equity market weighted using fundamental factors. Key features of Managed Pension Funds Limited MPF FUNDAMENTAL INDEX GLOBAL EQUITY INDEX SUB FUND LEI code 549300UXYLKHP253UQ97 Registered At Business ID Jurisdiction Ireland Entity Legal Form Øvrige virksomhedsformer Entity Status ACTIVE Expiry Date: 2015-05-08 RENEW THIS LEI Addresses Legal C/O STATE STREET INTERNATIONAL (IRELAND) LIMITED 78 SIR JOHN ROGERSONS QUAY DUBLIN 2 D02 RK57 Churchill Place, Canary Wharf, London E14 5HJ. ivd2 jyase zjm4u yva2 lvuigo jr tppb3w 06hes kup hbqj14v