Sentences with phrase «amount invested in asset»

The profits are a subject to the premiums amount invested in asset markets — equities and debt.

Not exact matches

The established players dominate the investing world, and fund managers need a healthy amount of assets under management to earn enough in fees to stay profitable.

Catering to people with at least six -, but more likely seven - figure amounts to invest, assets in SMAs have bucked the bearish environment to grow at a 7 percent annual clip since 1999.

«Keeping 100 percent of your crypto assets online is a bad idea for an institution, or frankly, for an individual who has a large amount invested in it as well,» he said.

Some of the proceeds of the IPO will go to repay outstanding debt Zipcar owes to financial instutitutions, and «approximately $ 5.0 million to repay amounts owing to certain former shareholders of Streetcar» as well as a portion of the net proceeds to invest in «companies, technologies, services or assets that complement our business.»

Although the shareholders are liable up to the amount they have invested in the corporation, their personal assets can not be touched.

The concept is straightforward — you invest a fixed amount of money in an asset once every fixed time period.

The lawsuit notes that, since the TDPs and the Diversified Fund invest in these underlying funds in an amount determined by the investment committee, it is the investment committee that manages and dictates participants» assets allocated to each fund, and not the participants» choice.

Make sure that the amount of any stocks, bonds, and short - term securities in your asset mix reflects your time frame for investing (and the associated need for growth).

I currently have 50 % of my assets in cash which is pretty high for an emergency fund and that's because I like to invest small amounts of capital vs. all at once.

Personal Capital will recommend the specific dollar amounts to invest or reinvest in each asset class to get you to an optimal asset allocation.

My own evaluation of this is reflected in the fact that the majority of my personal assets are invested in the Strategic Growth Fund (nearly all the remainder, outside of a small amount in money market funds, is in the Strategic Total Return Fund).

PIP365 gave us the option of responding to signals in order to execute trades, as well as allowing us to place trades on our own platform as easily as choosing an asset to trade, the amount we wanted to invest and the time limit for our options.

The indictment alleged that Shkreli induced investors to invest in the hedge funds through material misrepresentations and omissions about prior fund performance and the amount of assets under management, among others.

The equity multiplier is the amount or percentage of assets owned by each dollar invested in a business.

Traders get to choose which assets to trade in, how many simultaneous trades at a time, the amount to be invested in every trade and the indicators to be used.

The restrictions may include, but not limited to; expiry time, the maximum amount that can be invested in a trade, total number of trades that can be simultaneously placed, which assets are to be traded or discarded, etc..

Investing in the venture asset class is no exception, and perhaps is most beneficial due to the amount of risk that can be diversified away.

Since Olymptrade provides its members with a chance to invest in small amounts, the amount of available and tradeable assets is low, which helps greatly in reducing the risk factor when using Olymptrade's services.

«At this point in time what it does show is people out there are prepared to invest substantial amounts of money in coal assets and Rio's predominantly foreign owned already - that's another issue to remember - and I've been reading a couple of comments and I think even the unions are in support of this one.

On average, data - based capital contributed just 0.015 per cent to UK GDP each year over the period studied by the team, even though investment in data - based assets in the UK reached US$ 7 billion in 2013 — which equates to around 40 per cent of the amount invested in R&D.

If you have a substantial amount of wealth or assets that you wish to protect, investing in an umbrella insurance policy may be a very wise decision.

He invested Rs. 50,00,000 / - in long term specified asset (Bonds of NHAI) and balance amount of Rs. 25,00,000 / - in SBI Capital Gains Accounts Scheme.

The exemption amount is calculated based on (LTCG X Amount invested in new house) / sale proceeds of original amount is calculated based on (LTCG X Amount invested in new house) / sale proceeds of original Amount invested in new house) / sale proceeds of original asset.

I think that risky assets have their place in all portfolios, just in varying amounts depending on your investing strategies and goals.

* to administer the RESP and invest its assets for the benefit of the beneficiary (ies) until the beneficiary (ies) are eligible for Educational Assistance Payments (EAPs); * to add or change a beneficiary as the trustee considers appropriate and if allowed by law; * to direct EAPs and to use refunds of contributions to assist financially with the post-secondary education of an eligible RESP beneficiary, at the times, in the amounts, and in the manner that the trustee considers appropriate; * to maximize use of CESGs when making EAPs; * to wind up the trust when all RESP assets are depleted or, if there are remaining assets, to only wind up the trust when: * the post-secondary education of the RESP beneficiary (ies) is complete; * the maximum life of the plan, as specified by law, has been reached; or * all the RESP beneficiaries have died; and:

In addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment FundIn addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Fundin these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Fundin sufficient amounts to satisfy capital calls from Investment Funds.

Under normal market conditions, it will invest at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in Senior Loans.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

For passive investors or and / or those without large amounts to invest, the pricing structure for commissions and account fees is definitely very different than for those who are very active traders or who have more than $ 50 000 in investment assets.

The Asset Management Company invests this amount in debts, equity and / or securities.

Under normal circumstances, the fund invests at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in obligations of the U.S. government, its agencies and instrumentalities.

I have a modest amount of equity invested in the asset, and the rest is borrowed on floating rate terms.

Funds were invested mostly in bonds, stocks as well as smaller amounts in mortgages, real estate and other assets.

«If only a small percentage of them invest only a small amount of their assets in real estate, the market will be trillions of dollars.»

Changes in the value of a derivative may not correlate perfectly with the underlying asset, rate or index, and the Portfolio could lose more than the principal amount invested.

Make sure that the amount of any stocks, bonds, and short - term securities in your asset mix reflects your time frame for investing (and the associated need for growth).

One of the things that I talk less about in my investing, is my willingness to allow some professionals closer to the situation manage a small amount of the assets, if they have a good track record, and the area of the global markets is deeply out of favor.

Investors will be eligible for discounts based on the combined amount of brokerage assets held at LPL that are invested in MFO - eligible mutual funds.

Merk Funds is one of the biggest names in the currency space, and their products have amassed a fair amount of assets as well as attention from the investing world.

The required minimum amount will be specified as a percentage of the fund's net assets to be invested in highly liquid, cash - type investments that can be converted to cash within three business days or less.

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

Investment companies investing in (far riskier) equities can usually obtain a facility amounting to 10 - 25 % of total assets, so it's difficult to believe this loan couldn't have been re-financed elsewhere.

Under normal circumstances, the Fund will invest at least 80 % of its net assets, plus the amount of any borrowing for investment purposes, in equity securities.

Regarding your balance, when you borrow in order to invest that does not affect your balance (your assets are increased by the same amount as your debts), the same is true when you reinvest your dividends (cash from your assets turns into investments), that only changes the composition of your assets and debts, only when you invest from your active income (in your case paychecks) it changes your balance.

A typical investor who believed in traditional risk management via diversification might have an equal amount invested in all three markets, and might rebalance between the markets every year to maintain his «Strategic Asset Allocation».

Cash reserves simply measure the amount of money funds choose to keep as cash instead of investing in other assets.

Like most investment products, the amount of assets invested expands in a bull market and contracts in a bear market.

If you have a smaller amount to invest or don't want the responsibility of choosing individual investments, you might consider an exchange traded fund or managed fund that invests in a broad range of assets.

Both allow you to save a certain amount toward retirement each year and invest in an array of assets.