Sentences with phrase «as asset reviews»

McGlynn has supervised and performed 13 - week cash flow, business plan, recovery, and claims analyses as well as asset reviews.

Not exact matches

Wells, the third - largest U.S. bank by assets, discovered the new issues as part of a review by a third - party consultant as required by the regulatory settlement.

The 11 billion pound merger triggered the right for Lloyds and Scottish Widows, which is part of the British bank, to review an agreement struck in 2014 for Aberdeen to manage pension assets on behalf of Lloyds» insurance and wealth units as Standard Life is a «material competitor» to both.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

(Reuters)- Murphy Oil Corp (MUR.N) said it will spin off its smaller retail gasoline business in the United States, review options for other assets, pay a special dividend and buy back shares as it seeks to return more cash to shareholders.

Review your investments and allocate assets as needed to diversify your retirement portfolio.

A comprehensive spending review of «at least three federal departments,» to be named later, to eliminate waste and inefficiencies, as well as a three - year review of federal assets and an audit of existing innovation and clean - tech programs.

As plan assets increase, plans tend to review fees, and to move away from the retail class of shares — and revenue sharing.

These extensive reviews are designed to confirm that portfolios are being managed in accordance with your objectives, as well as within the parameters of the trust instruments in which the assets may be held.

In the second quarter of fiscal 2017, the company performed an interim impairment assessment on the intangible assets of the Bolthouse Farms carrot and carrot ingredients reporting unit and the Garden Fresh Gourmet reporting unit as operating performance was well below expectations and a new leadership team of the Campbell Fresh division initiated a strategic review which led to a revised outlook for future sales, earnings, and cash flow.

BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry, and the company's previously disclosed review of strategic alternatives.

Based on their financial positions as of end - 2013, the asset quality review and the stress test revealed an aggregate capital shortfall of $ 25 billion at 25 of the 130 participating institutions.

I believe that once our earning years are over, we won't need to tinker with the asset allocation as much and we'll review it on a quarterly basis.

Ranking algorithm is based on qualitative measures derived from telephone and in - person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.

Having your assets with one company is an added benefit, as it can be easier to review and manage your entire portfolio.

Ranking algorithm is based on qualitative measures: telephone and in - person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

In light of this milestone event, it is worthwhile to review the evolution of the market as well as the characteristics of the asset class.

As I wrote in my Personal Capital review after sitting down with CEO Bill Harris for 1.5 hours, I think the business model of leveraging technology to gather and manage assets is a no brainer.

While reviewing No1options, we found that the broker offers its traders a wide choice of assets to trade in as well as a variety of trade options.

In this regard, traders can analyse the various assets offered by the BKTrading broker, get market reviews and indicators as well as execute trades, from their mobile devices while on the go.

As Caltex Australia's strategic review on the structure of its assets gets to the pointy end, analysts were quick to run the numbers on one potential outcome.

As stated in this review, the Baby Trend Expedition Jogger Travel System has proven to be a great asset for prospective buyers.

Stuart A. Klein served as the First Deputy Director of New York City's Office of Management and Budget where he was responsible for developing and reviewing strategies to manage long term budget imbalances including expense reduction programs, state and local legislative proposals, asset sales and other revenue solutions.

- Administering the New York State and Local Retirement System for public employees, with more than one million members, retirees and beneficiaries and more than 3,000 employers; - Acting as sole trustee of the $ 129 billion Common Retirement Fund, one of the largest institutional investors in the world; - Maintaining the State's accounting system and administering the State's $ 12.6 billion payroll; - Issuing reports on State finances; - Managing the State's assets and issuing debt; - Reviewing State contracts and payments before they are issued; - Conducting audits of State agencies and public benefit corporations; - Overseeing the fiscal affairs of local governments, including New York City; - Overseeing the Justice Court Fund and the Oil Spill Fund Acting as custodian of more than $ 9 billion in abandoned property and restoring unclaimed funds to their rightful owners;

Regal Assets is regarded as the best - reviewed companies on the website, with a five star rating.

Their platform is designed to allow staff to collaboratively manage media assets, storyboard, develop, review, and publish eLearning in a four - step process; but is it as easy as it sounds?

Do read this eBook to see how content curation promotes a culture of «learning as a continuum» and on the other side, the L&D Teams can review the analytics to fine - tune and enhance it so that it continues to be relevant, meaningful, and an effective asset to an organization's learning strategy.

The WV Council on STEM makes three strong recommendations: 1) Develop local capacity for STEM education across the state by establishing 3 - 5 Regional STEM Network HUBS; 2) Strengthen the public's awareness of STEM as a vital economic development advantage for quality job growth through an aggressive public engagement plan; and 3) Establish a virtual STEM clearinghouse to review current STEM resources and assets across the state to ensure alignment and eliminate redundancy.

Not less often than every 4 years, the Secretary shall review and recertify that the process used by a State to develop and maintain the State asset management plan for the National Highway System meets the requirements for the process, as established by the Secretary.

In this episode, we were joined by financial guru and author, Todd Tresidder, who shared his insights on how important book revenue is as a financial asset, tips for dealing with bad reviews, as well as great book marketing strategies.

Asset models are reviewed by the Investment Committee every quarter and changes may be made, as deemed appropriate, in response to market conditions and are made available to self - directed investors through PortfolioBuilder.

You should make a point to regularly review and rebalance the asset allocation in your portfolio, as not doing so can lead to distortions in the level of risk taken, which will impact returns over time.

RBC Capital Markets and Pacific Growth Equities LLC have been engaged to oversee the review of merger and acquisition opportunities and assist in monetizing the company's AV411 assets, as outlined in the recent Open Letter to Shareholders.

19) Please, please, don't write another book on a basic topic where you have nothing new and good to say — asset allocation is a good example for me, and few books get a good review from me as a result.

The fund's web page makes it clear that «BlackRock Canada will review, and may adjust, XTR's strategic asset allocation from time to time, as market conditions change.»

As part of your estate planning, review your beneficiary designations and titling of assets to see your exposure to probate.

Assuming that you have a financial plan and an asset allocation strategy in place, a stock market downturn is a great time to review your allocation as well as rebalance if needed.

As your savings grow, it's important to review and understand your asset allocation.

Investment Analysis: As requested by state insurance regulators, the Capital Markets Bureau provides a number of services --(1) Preliminary Investment Analysis and detailed Investment Analysis Reports; (2) Detailed Asset Reviews; (3) Derivatives Use Plan Reviews; and (4) On - Site Examination Support.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

Just as it is a good idea to periodically review your portfolio balance and asset allocations, it's always a good idea to periodically evaluate what type of advice and service your broker is giving you and if he or she is helping you achieve your financial goals.

Create a detailed budget to help track income and regular expenses, make a list of all your assets — such as RRSPs and other investments — and review your up - to - date credit report from one of Canada's two credit reporting agencies, Equifax or TransUnion Canada.

As mentioned, I will review the portfolio performance every month and re-balance it to meet the target asset allocations.

The assets of the individual will be reviewed and possibly liquidated in order to satisfy debts as a part of a bankruptcy proceeding.

Once you have chosen your portfolio investment strategy, it's important to conduct periodic portfolio reviews, as the value of various assets will change.

To better guide you, a loan officer would need to know, the price range of the home, a review of your credit reportand debts, as well as additional assets, if any, outside of your working capital of $ 5,000.00, length of employment, etc..

Mortgage pre-approval, on the other hand, involves the same steps as a mortgage application — you'll provide detailed information about your income and assets that will be reviewed by the lender's underwriters.

This is also known as balance sheet review, and a simple strategy is to examine financial statements to calculate the Net Current Asset Value (NCAV) of a company.

A review of high - yield debt investments should cover: (1) analysis of the industry, including growth rates, special risks and leading companies; (2) analysis of the bond issuer, including the company's position in its industry; new products; management stability; the outlook for growth in revenues and cash flow as captured in Earnings Before Interest, Taxes, Depreciation and Amortization, also called EBITDA; value of corporate assets and the debt maturity schedule; and (3) analysis of the issue, including special provisions in the «bond indenture,» covenants protecting the bondholder, use of the money raised in bond offerings, debt seniority, secondary market liquidity and call provisions.