Sentences with phrase «adjust asset valuations»

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

Adjusted for the similar tax effects, SBC expense and also for deferred tax asset valuation allowances provided on operations of our newly acquired Uber and Foodfox businesses, our effective tax rate for Q1 2018 was 23.5 %, compared with 23.8 % for Q1 2017.

Sack and Elsasser attribute the low relative valuation of TIIS over this period to several factors: investor difficulty adjusting to a new asset class, divergent supply trends between TIIS and nominal Treasuries, and the lower liquidity of indexed debt.

We sell our units on a continuous basis at initial offering prices of $ 10.00 per Class A unit, $ 9.576 per Class C unit, and $ 9.186 per Class I unit; however, to the extent that our net asset value on the most recent valuation date increases above or decreases below our net proceeds per unit as stated in the Company's prospectus, our board of managers will adjust the offering prices of all classes of units to ensure that no unit is sold at a price, after deduction of selling commissions, dealer manager fees and organization and offering expenses, that is above or below our net asset value per unit as of such valuation date.

That valued the Dodsland assets at 15 times debt - adjusted cash flow, which was more than twice the valuation of recent sales.

Adjusted EBITDA and segment Adjusted EBITDA reflect adjustments for interest expense, net, income tax expense (benefit), depreciation and amortization, including accelerated depreciation, and the following adjustments discussed above: non-cash mark - to - market adjustments and cash settlements on interest rate swaps, provision for legal settlement, transaction costs and integration costs, restructuring and plant closure costs, assets held for sale, inventory valuation adjustments on acquired businesses, mark - to - market adjustments on commodity and foreign exchange hedges and foreign currency gains and losses on intercompany loans.

In intrinsic valuation, the value of an asset is the expected cash flows on that asset, discounted back at a risk adjusted discount rate.

A tactical asset allocation provides the value investor a dynamic investment allocation strategy that adjusts to favorable and unfavorable valuations.

Specifically, the All Asset strategies» recent strong performance (see Figure 1) may be attributable in large part to four fundamental drivers of global capital market returns: the breakeven inflation rate (BEI), EM currency valuations, EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios and the global value premium.

Federal regulations require a daily valuation process, called marking to market, which subsequently adjusts the fund's per - share price to reflect changes in portfolio (asset) value.

Valuation investing improves risk adjusted returns compared to strategic or fixed asset allocations.

Improving Risk - Adjusted Returns Using Market - Valuation - Based Tactical Asset Allocation Strategies — by Kenneth R. Solow, CFP ®, CLU, ChFC; Michael E. Kitces, CFP ®, CLU, ChFC, RHU, REBC; and Sauro Locatelli

If you would like to tilt your asset allocation based on the market valuation, I recommend researching Shiller's Cyclically Adjusted Price to Earnings ratio.

market valuations; cyclically - adjusted price - earnings ratio; PE10; stock returns; market timing; long term; tactical asset allocation; buy and hold

Portfolio reblancing can be adjusted based on the attractiveness of an asset's valuation.

Investors should adjust the valuation ascribed to coal generation assets held by utilities.

A client holding a large judgment or award with substantial cross-border collection risk requires a highly - specialized and multi-disciplinary approach to monetising the asset; including advice in relation to asset investigations, cross-border enforcement litigation, risk - adjusted valuation and potentially brokering and transaction advisory services attendant to financing, or selling, a judgment or award.