Sentences with phrase «equity investments generally»

An equity investment generally refers to the buying and holding of shares of stock on a stock market by individuals and firms in anticipation of income from dividends and capital gains, as the value of the stock rises.

Not exact matches

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

One department produces non-sponsored analyst certified content generally in the form of press releases, articles and reports covering equities listed on NYSE and NASDAQ and the other produces sponsored content (in most cases not reviewed by a registered analyst), which typically consists of compensated investment newsletters, articles and reports covering listed stocks and micro-caps.

With debt financing, the fixed repayment schedule and the high cost of loan repayment can make it difficult for a business to expand while with equity financing, money is invested in the business in exchange for equity - there is no fixed repayment schedule and investors generally have a long term goal of return on investment.

«Absent material equity valuation improvements for Ares and KKR, we expect further conversions of Fitch - rated alternative investment managers to be decreasingly likely, given that the remaining managers generally have more incentive income which would not benefit from the lower tax rate,» said Meghan Neenan, head of North American Non-Bank Financial Institutions at Fitch.

These investments, generally made in the form of a convertible debenture or as an equity investment, will help the companies develop their products or services and attract additional investment.

Equity deal cash flow is generally not fixed, and the frequency and amount will vary based on the performance of the underlying investment.

«They generally take majority stakes in investments — they're the capital,» said an unaffiliated private equity investor with ties to Middle Eastern money who is active in New York.

When you invest with cash flow in mind, your investment goals generally don't take into account equity.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Sabrient Insider Sentiment Index.

The investment seeks investment results that correspond generally to the performance, before the fund fees and expenses, of an equity index called the AlphaShares China All Cap Index.

With debt financing, the fixed repayment schedule and the high cost of loan repayment can make it difficult for a business to expand while with equity financing, money is invested in the business in exchange for equity - there is no fixed repayment schedule and investors generally have a long term goal of return on investment.

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Australia Index.

Aggressive portfolios generally have a higher investment in equities.

When you invest in equities, you generally get a higher rate of return than a fixed income investment.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Real Estate Select Sector Index (the index).

When we invest in Equity securities, we generally do it with an investment objective of «long - term», and because they have a potential to give us decent real - rate of return than many other Asset classes.

The iShares MSCI Philippines Investable Market Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Philippines equity market, as measured by the MSCI Phillipines Index.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Materials Select Sector Index.

The iShares Dow Jones U.S. Financial Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the financial and economic sectors of the U.S. equity market, as represented by the Dow Jones U.S. Financials Index.

I generally use the Liquid funds to park the surplus funds and use that to do Systematic investment in Equity to benefit from the average out.

The fund's investments generally will be allocated among the major asset classes as follow: 45 % of its assets in equity securities (stock funds); 45 % of its assets in fixed - income securities (bond funds); and 10 % of its assets in cash equivalents (money market funds).

Investment in portfolio of predominantly equity & equity related securities generally focussed on a few selected sectors

Mr Gregory Choy, OCBC Bank's wealth advisory head, explains: «The advantage of investing in unit trusts is that it allows investors to participate in the market with a smaller investment outlay and still be able to have a well - diversified investment, as opposed to investing into direct equities, which generally requires a higher outlay.»

The SMID Cap Rising Dividend Achievers fund seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers Index.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Industrial Select Sector Index.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the benchmark.

Investment Objective: To generate long - term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Newton allocates the Fund's investments among equity and equity - related securities, debt and debt - related securities, and, generally to a lesser extent, real estate, commodities and infrastructure in developed and emerging markets.

The Fund generally invests at least 80 % of its net assets in equity securities including common and preferred stock and American Depositary Receipts (ADRs), and at least 40 % of its net assets in investments of issuers located outside the United States.

February 15, 2018 Generally, this document includes mutual funds, certain unit investment trusts (UITs), real estate investment trusts (REITs) and certain equities that were not included in the phase one.

If you do a similar comparison between «hedge fund» and «private equity», you can see that the two correlate very closely; I believe the term «private equity» is similarly misused to generally refer to «investment bankers».

Fixed income investments such as bonds are generally deemed more conservative because they are less volatile on average than equities (stocks).

The investment seeks results that correspond generally to the price and yield (before the fees and expenses) of an equity index called the Mergent Buyback Achievers Index.

While investment universes of the equity focused funds differ, they generally share the same two - step investment process:

The fund generally invests in equity securities of companies that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation.

The IFA indexing investment strategy is based on principles generally known as Modern Portfolio Theory and the Fama and French Three Factor Model for Equities and Two Factor Model for Fixed Income.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the MAC Global Solar Energy Index.

Since the return on short - term cash investments is generally much less than that of riskier asset classes like equities, holding these higher cash levels can end up reducing an active manager's returns.

Generally, the optional investment funds include stocks, bonds, money market funds, equity funds, bond funds or a combination of them.

This type of insurance is generally more expensive than term insurance because it allows the insured to allocate a portion of the premium dollars to a separate account comprised of various instruments and investment funds within the insurance company's portfolio, such as stocks, bonds, equity funds, money market funds and bond funds.

Generally, equity funds make investments in stocks.

If VL and VUL policyowners select a portfolio of investments within their policies that are similar to the equity index used in an IUL equity - indexed interest crediting formula, they can expect investment performance and cash value accumulations to be at least as great as, and generally greater than, that for the IUL policy when equity markets are up.

The challenge is finding a partner that has institutional - quality deals — which generally means a property with strong real estate fundamentals that would capture the attention of large national or international investors, such as insurance companies, private equity firms or real estate investment trusts.

Investments generally fall into two broad categories: equity investments which own properties and pass to investors the rental income and capital gains from sales; debt investments which lend to property owners and pass on borrowers» interesInvestments generally fall into two broad categories: equity investments which own properties and pass to investors the rental income and capital gains from sales; debt investments which lend to property owners and pass on borrowers» interesinvestments which own properties and pass to investors the rental income and capital gains from sales; debt investments which lend to property owners and pass on borrowers» interesinvestments which lend to property owners and pass on borrowers» interest payments.

We measure the health or strength of our investments in one of two ways - either equity, or CF.. A bust generally means that valuations slide - do I care?