Sentences with phrase «annual additions to investment»

The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances.

Not exact matches

In an interview to discuss annual results, CEO João Miranda said that in addition to more investments in its energy unit, the group is considering new assets in infrastructure such as roadways and urban mobility.

In addition, McKinsey & Company estimates that between 3 - 4 % of the limited partnership interests in the private equity and venture capital business trade on an annual basis, or approximately $ 1.2 B. Combining both of these figures, the secondary market for both LP and direct venture capital investments amounted to more than $ 2.45 B and represented 8 % of all venture investments in the industry.

In addition to attending both ALA Annual and Midwinter each year (which does require some financial and logistical investments), I was also invited to attend many conferences and events at the state and regional levels.

If there is a sale of Class B shares within the first few years of purchasing Class B shares, there will likely be a contingent deferred sales charge or load added to the transaction in addition to higher annual fees and expenses, further reducing your investment returns.

In addition, an investment strategy that buys expected winners and shorts expected losers generates a 23 % annual return between 1976 and 1996, and the strategy appears to be robust across time and to controls for alternative investment strategies.

These products typically have high fees (1.33 % average annual expenses according to 2009 Morningstar data, in addition to the investment fund expenses).

Thanks to the wind industry, Quebec municipalities can count on $ 25 million in annual revenue in addition to the return on investment for municipalities that financially participate in projects.

Please keep in mind, these annual investment fees are charged in addition to the rising cost of your life insurance policy and unless your investment performs extremely well, they can outweigh any interest you may have gained, causing your cash value to diminish.

Mr and Mrs. Smith are a couple in their mid 40s earning a combined annual income of just under $ 200k with available liquid capital of about $ 400k in addition to other investments (stock, life insurance, emergency funds etc.).