Sentences with phrase «assets ratio in»

A Net Financial Debt to Total Assets Ratio in excess of 50 % would be a warning sign of too much leverage.

The following 5 charts display the quintile returns for the Gross Profits to Assets ratio in red and the S&P 500 Equal Weight Index in blue.

Have you identified a key asset ratio in a department store flyer?

Not exact matches

In a recent research report from J.P. Morgan Asset Management, George Iwanicki noted that the price - to - book ratio for emerging markets had fallen below 1.5.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

However, at nearly 63 times current earnings - a whopping p / e ratio, to be sure - even if the firm were to grow its profit to the level of Berkshire - $ 8.5 billion - it would still lack the liquid assets and marketable securities the house that Warren Buffett built has, and it would not have a diversified income stream, making it far more vulnerable to changes in the competitive landscape; a major concern when you contemplate that Google operates in an industry where dramatic shifts consumer behavior can happen overnight.

An example of this was seen during the financial crisis of 2008/09, whereby many financial institutions overleveraged themselves with debt, and as assets fell in value, the ratio of debt within the organizations became too high to be sustainable.

At Fiji, Robbins offered some insight into what Jones» daily email updates look like, saying, «he sends me a checklist of what we measure, everything from his NAV [net asset value] to his [portfolio] weights, what's happening in his body, to his focus, to ratios of risk - reward that we're measuring, and then he does a narrative for me.»

If the current ratio is less than one, it can mean that any current liabilities business owners are paying are costing the company more money than the assets they are bringing in.

10 The Firm calculates its Tier 1 capital ratio and risk - weighted assets in accordance with the capital adequacy standards for financial holding companies adopted by the Federal Reserve Board.

Global X has 53 ETFs traded in the U.S. markets with total assets under management of $ 10.14 B and an average expense ratio of 0.63 %.

Plus, index ETFs are cheaper to trade than index mutual funds because they have lower expense ratios, or the percentage of your investment you have to pay in order to trade that asset.

With market volatility hitting multi-decade lows, junk bond yields also at record lows, the median price / revenue ratio of S&P 500 constituents at a record high well - beyond 2000 levels, and the most strenuously overvalued, overbought, overbullish syndromes we define, I'm increasingly concerned about the potential for an abrupt «air pocket» in the prices of risky assets that could attend even a modest upward shift in risk premiums.

Currently, 3 ETFs track the S&P Financial Select Sector Index with more than $ 32.1 B in ETP assets with an average expense ratio of 0.68 %.

Janus Henderson has 7 ETFs traded in the U.S. markets with total assets under management of $ 498.49 M and an average expense ratio of 0.47 %.

The leverage ratio refers to the amount of capital to a bank's non-risk weighted assets, and was set at a preliminary level of 3 percent in the aftermath of the 2007 - 09 financial crisis.

This gave rise to a $ US230 million write - down of the value of deferred tax assets in its North American Operations There was a further $ US700 million impairment charge on an increase in the long - term combined ratio assumption for North America.

There are currently 10 U.K. ETFs traded in the U.S. markets with total assets under management of $ 2.07 B and an average expense ratio of 0.66 %.

Currently, 2 ETFs track the S&P Utilities Select Sector Index with more than $ 7.37 B in ETP assets with an average expense ratio of 0.61 %.

A central premise of risk parity is that, in the long run, all the asset categories offer similar risk - adjusted returns, but clearly there are environments in which the Sharpe ratios are very different across asset classes.

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio constAsset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio constasset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio construct.

Currently, 1 ETF track the Bloomberg Barclays U.S. Treasury STRIPS 20 - 30 Year Equal Par Bond Index with more than $ 545.14 M in ETP assets with an average expense ratio of 0.07 %.

Currently, 1 ETF track the Teucrium TAGS Index with more than $ 1.73 M in ETP assets with an average expense ratio of 0.48 %.

Otherwise would be found in wealth or asset to GDP ratio's, providing notions of wealth accumulation and success to development model, and thus expectations, credence effects, enabling the general dysfunction overall.

Deutsche Bank has 56 ETFs traded in the U.S. markets with total assets under management of $ 12.4 B and an average expense ratio of 0.52 %.

It comes with an expense ratio of 0.15 % and has almost $ 33 billion in assets under management.

ETF Securities has 8 ETFs traded in the U.S. markets with total assets under management of $ 2.77 B and an average expense ratio of 0.43 %.

However, banks» asset quality exceeded analysts» expectations, with the financial sector's NPL ratio declining from a peak of 1.63 % in March - April 2009 to 1.29 % at the end of November.

Currently, 1 ETF track the J.P. Morgan CEMBI Broad Diversified Core Index with more than $ 88.14 M in ETP assets with an average expense ratio of 0.50 %.

In an attempt to cast light on this issue, my colleagues at Plexus Asset Management have updated a previous multi-year comparison of the price - earnings (PE) ratios of the S&P 500 Index (as a measure of stock valuations) and the forward real returns (considering total returns, i.e. capital movements plus dividends).

Currently, 1 ETF track the MSCI ACWI IMI Timber Select Capped Index with more than $ 232.69 M in ETP assets with an average expense ratio of 0.55 %.

Continued strong growth in the household sector's assets, however, has resulted in the ratio of household liabilities to assets remaining roughly stable for the past few years.

There were six charts — credit spreads in overseas bond markets, credit to GDP, credit growth, house prices, banks» impaired assets and risk - weighted capital ratios.

I said in last month's issue: «When a company's float / operating assets ratio is above 100 %, it means the company is operating with «free» or cost - free money.»

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

ETFS has 8 ETFs traded in the U.S. markets with total assets under management of $ 2.77 B and an average expense ratio of 0.43 %.

In their April 2016 paper entitled «Asset Allocation: A Recommendation for Resolving the Collision between Theory and Practice», Larry Prather, James McCown and Ron Shaw describe how individual investors can construct and maintain a low - cost optimal (maximum Sharpe ratio) multi-class portfolio via the Excel Solver function.

This has resulted in a further fall in the saving ratio, which appears to have been related to the substantial rise in the value of household assets over the past year.

Currently, 1 ETF track the Teucrium Sugar Index with more than $ 10.78 M in ETP assets with an average expense ratio of 3.57 %.

Currently, 1 ETF track the Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration with more than $ 30.73 M in ETP assets with an average expense ratio of 0.28 %.

Companies also use turnover ratios to calculate how quickly current assets can be converted into cash in the short term.

Currently, 1 ETF track the S&P Materials Select Sector Index with more than $ 4.79 B in ETP assets with an average expense ratio of 0.13 %.

XLP's expense ratio ranks among the cheapest in the sector, its asset base is solid, and the fund's extremely strong liquidity keeps transaction costs low.

Just like an individual whose debt far outweighs his or her assets, a company with a high debt - to - equity ratio is in a precarious state.

The Calvert fund has roughly $ 44 million in assets; the fund has a net expense ratio of 1.76 percent.

The largest Sovereign ETF is the iShares JP Morgan USD Emerging Markets Bond ETF (EMB) with $ 11.34 B in assets under management and an expense ratio of 0.40 % with a trailing 12 month loss of -1.36 %.

Currently, 1 ETF track the S&P Oil & Gas Equipment & Services Select Industry Index with more than $ 369.32 M in ETP assets with an average expense ratio of 0.35 %.

Currently, 1 ETF track the WisdomTree International SmallCap Dividend Index with more than $ 1.96 B in ETP assets with an average expense ratio of 0.58 %.

Currently, 1 ETF track the MSCI Emerging Markets Investable Market Index with more than $ 50.81 B in ETP assets with an average expense ratio of 0.14 %.

Long before Basel, the preferred capital ratio was core capital to total assets, with no adjustment in the denominator for any risk - weights.