Sentences with phrase «as a complex investment»

Mutual funds are often misunderstood as a complex investment vehicle.

Mutual funds are often misunderstood as a complex investment vehicle.

Not exact matches

He also served as a Computer Hacking and Intellectual Property (CHIPs) prosecutor in the Major Crimes Unit, handling complex fraud prosecutions involving computer technology attacks, data security and intellectual property theft, as well as crimes involving corporate insurance, bank, tax and investment fraud.

The lengthy and complex set changes, known as the Markets in Financial Instruments Directive II (MiFID II), will impact a broad swath of financial firms across the globe, but especially investment banks that do business in Europe.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

At the Challenge Festival, startups like as BaseTrace, which «uses DNA - based tracers to track where industrial fluids are going in large, complex environments» and Reliefwatch, a cloud - based system that uses smartphone technology to track inventory and diseases for healthcare organizations in the developing world, battled it out on stage for a grand prize of $ 150,000 in investment.

In the past, many viewed CRM as being too complex and expensive to implement for the expected return on investment.

This acts as quick introduction to the investment opportunity and highlights some of the more complex legal documents that will follow.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

First, the resource economy is going through a painful and complex adjustment to low prices — an adjustment that will mean lower levels of income, investment and employment, as well as the migration of families within Canada.

In reviewing Guatemala's investment climate, the US State Department cites the country's «complex and confusing laws and regulations, inconsistent judicial decisions, bureaucratic impediments and corruption [as] practical barriers to investment.»

Specifically, Brown argues that his team can sift through what he sees as a proliferation of investment products that have grown needlessly complex.

Over the course of his career, Mr. Maddox has helped create and distribute more than a dozen different mutual fund, variable annuity, and hedge fund complexes for banks, insurance companies, and independent investment advisors, and has served as the chief accounting officer, treasurer, vice president, and president of many of these funds.

The unit, the chief investment office (CIO), has been the biggest buyer of European mortgage - backed bonds and other complex debt securities such as collateralized loan obligations in all markets for more than three years... The unit made a deliberate move out of safer assets such as US Treasuries in 2009 in an effort to increase returns and diversify investments.»

As economic tailwinds from the last thirty years turn into headwinds, achieving traditionally simple investment objectives is an increasingly complex and risky undertaking.

At a time when investment advisors are faced with an increasingly complex options to fulfill their roles as fiduciaries, Mr Koesterich provides a comprehensive yet accessible guide to the art of asset allocation.

Anyone who owns a tax - advantaged retirement account such as a 401 (k) or individual retirement account (IRA)-- that's 63 % of (or 77.5 million) American households as of 2014, according to the Investment Company Institute — would be well - served to familiarize themselves with required minimum distributions, or RMDs, and the sometimes complex rules that govern them.

As is normal in a market recovery, most activity is now concentrated in less complex transactions as institutional investors simplify their investment strategieAs is normal in a market recovery, most activity is now concentrated in less complex transactions as institutional investors simplify their investment strategieas institutional investors simplify their investment strategies.

When considering alternative investments, you should consider the fact that some products may utilize leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager.

LG Electronics Inc. (066570), Samsung's smaller South Korean rival, is building a new 400,000 square meter complex to make TVs and appliances as part of a $ 1.5 billion investment plan.

To begin with the REIT Mutual Funds are really Real Estate Investment Trusts that deal mostly with the larger manufacturing sector such as nursing homes, schools, shopping malls, hotels, large conglomerate office buildings, apartment complexes, and industrial warehouses to name a few.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

TPG in the United States has investments in the casino industry through its stake in Caesars Entertainment, formerly known as Harrah's, and will need to overcome complex regulations in the gaming industry, along with «tied house» regulations governing the hospitality and entertainment industries.These tied house regulations put strict controls on the ownership structures of companies involved in the supply of alcohol to hotels, bars and entertainment venues.

A real investment piece which will grow with your child, as they attempt more and more complex structures as they get older.

Striving to improve the investment, independence, accessibility and inclusivity of higher education in Africa, and beyond, is as complex as it is crucial.

«As with most complex matters, there can be a lot of answers that are not inconsistent with each other, but overlapping, and different folks will focus on different things,» said New York Attorney General Eric Schneiderman, who advocated greater investment in state legislatures and state - level politics.

Previously a Board Director at Cleanslate Ltd, a development and property consulting company, Lara worked with many of the UK's biggest landowners, agents and developers; prior to that, as Managing Director at Navigant Consulting, Lara specialised in property deals and complex capital investment projects for government education capital programmes.

And research demonstrates that early childhood education is definitely a good investment as it is most often less expensive and more efficient to prevent or address problems early as opposed to mediating and recovering from often much more complex issues later (Stegelin, 2004).

We must recognize that teaching is every bit as complex as medicine and is therefore worthy of the same kind of investment in training.

In other words, when engaging in a project as complex as school design, we must be mindful of the incredible investment of time, talent, and resources and trade - offs that come between the three.

As the state of Illinois, Chicago, and CPS face complex challenges, continued investment, attention, and arts education advocacy will remain essential to equitably providing high - quality arts education to Chicago's students.

Investments which the Financial Conduct Authority define as «complex» differ from normal Investments which the Financial Conduct Authority define as «complex» differ from normal investmentsinvestments

Most brokerages allow investors to invest in standard securities, such as stocks, bonds and funds, but not all brokerages allow investors to invest in more complex or riskier investments, such as penny stocks, foreign currencies or options.

These and other risks pertaining to specific funds, such as those involving investments in specialized industry sectors or use of complex securities, are discussed in each fund's prospectus.

As Options are complex North American securities, you should only invest with funds set aside for higher - risk investing, and have a solid understanding of Options investment strategies.

Looking beyond the story telling that characterizes various investment philosophies, the long - term return drivers of many complex smart beta strategies are tilts toward well - known factor / style exposures, such as value, size, and low volatility.

The transition is somewhat complex as existing investments are scattered in Roths, IRAs and taxable accounts and, are all in individual stocks, of course.

As tax laws change, college investment planning becomes increasingly complex.

Although the actual formula is quite complex, the GRIP generally reflects taxable income that has not benefited from preferential tax rates, such as the small business rate, or from refundable dividend tax treatment afforded to investment income earned by a CCPC.

Now, as to the investment of funds to achieve those goals, it's not that complex.

The rules have come in the wake of changes in the mutual fund industry, as funds have now moved beyond the mere pooling of stocks and bonds into riskier and more complex categories such as alternative and illiquid investments and leveraged funds.

However, as explained below, some agency bond issues have features that make the bond issues more «structured» and complex, which can reduce liquidity of these investments for investors and make them unsuitable for individual investors.

Option investors should proceed with caution generally, as these are complex investments.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Annuity buyouts as investments can as well be used as estate planning instruments for seniors, specifically those who don't like or are unable to sufficiently pay for complex planning tools and trusts.

Managing investment risk starts and ends with our portfolio managers, who look at both risk and return from every angle as they navigate today's complex investment landscape.

Evergreen's largest money - market fund holds a stake in at least one of what are known as «structured investment vehicles,» or SIVs, complex financial instruments that have become difficult to trade as credit problems have spread throughout the economy since the summer.

Some ETFs offer exposure to investments such as small companies, emerging markets or commodities that may be harder to sell in certain circumstances, or more complex and volatile than ordinary company shares.

Dividend investing isn't much more complex than capital gains investing, and it's much simpler than other income systems such as an online business or more arcane investments such as annuities and options.

Robo advisors use a complex algorithm and multiple investment theories such as the Efficient Market Hypothesis and Modern Portfolio theories.