Sentences with phrase «as investment research»

Take a look at methods through which investment banks make money, such as investment research, asset management, and brokerage and underwriting services.

For Scottrade's newly launched 15 ETFs, as listed below, they all track indices credited by Morningstar, which you may know as an investment research firm that rates mutual funds and stocks.

Before that, Derek served for five years as an investment research analyst and financial analyst at Fidelity Investments, working closely with Fidelity's defined contribution group.

To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.

Not exact matches

Government investments in research and technology can help fuel innovation — and hugely successful companies can arise as a result of that innovation.

And he or she must be supported by a senior political leader who serves as a public sector catalyst to build coalitions of governments, workers and training and research institutions and help to pitch investment proposals to head office decision - makers.

Jacqueline Palladini is a Senior Economist with the Conference Board of Canada and contributes to research on global trade and investment as part of the Global Commerce Centre.

For example, buying a million - dollar property you intend to flip without the proper research can make for a bad investment, but spending $ 82,000 in real estate education — as one acquaintance did — can also deplete the reserves you need to invest in the first place.

The uncertainty could disrupt both short - term sales and long - term investments in the steel industry industry as well, said Peter Warrian, a senior research fellow at the University of Toronto's Munk School of Global Affairs.

In a research report, the investment bank said buying power in the property market had been exhausted as developers rushed to dispose of their assets.

Target - date funds are growing in popularity: As much as $ 700 billion was invested in target - date funds at the end of 2014, according to investment research firm Morningstar, up from roughly $ 600 billion the year prioAs much as $ 700 billion was invested in target - date funds at the end of 2014, according to investment research firm Morningstar, up from roughly $ 600 billion the year prioas $ 700 billion was invested in target - date funds at the end of 2014, according to investment research firm Morningstar, up from roughly $ 600 billion the year prior.

Management consultancy Oliver Wyman has estimated global investment research spend could fall by as much as $ 1.5 billion annually, when the rules come into force in January.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

This money can serve a variety of purposes, such as research funding (approximately half of the 2016 payments) and ownership and investment interests.

Unilever's acquisition of luxury cosmetics brand Hourglass was smart as a long - term investment, Robert Waldschmidt, head of consumer research at Liberum said.

But data from research firm Morningstar show that whatever the reasons may be — lower costs, tax efficiency, better performance — passive investments continue to gain new money as traditional actively managed mutual funds watch money leave their coffers.

While these skills initiatives and research investments can probably be largely taken at face value, they also provide Facebook with useful lobbying points at a time when regulators and lawmakers across Europe are taking on the company over issues such as hate speech, privacy and tax.

While politicians point to a lack of investment in technology and skills as root causes, a recent Bank of England research paper has a more novel suggestion: Smartphones.

Even after the proposed cut, agriculture would remain the largest spending area, with deeper cuts pencilled in for infrastructure investment in the bloc's poorest regions as well as research.

Despite minimal investment spent educating customers about its brand, the company managed to double its revenue in 2016 and secured its spot as the number one functional beverage sold in natural grocery stores, according to market research firm SPINS.

The government is hoping the leverage from its $ 950 - million commitment will help unlock business investment in research and development as a way to lift the economy.

Hickey, co-founder of independent research firm Bespoke Investment Group, cites dangerously high optimism as a chief reason for the market turmoil.

Dudas, a partner at Vertical Research, refers to the emerging asset class as a «dicey investment» — citing the amount of fast money flowing into the space and the lack of regulation.

Those savings would be such a boon to Teva, it would be as if the company had launched another blockbuster drug, «with exclusivity extending into perpetuity,» analysts at investment back Cowen wrote in a research note.

«With Steve's passing, Bezos is the epitome of the venture - backed CEO,» says Bill Gurley, another VC and longtime Amazon watcher, as well as the lead investment - banking research analyst for the company's 1997 IPO.

«We are looking at investment and research as leading indicators of who is going to win that disruptive race, much like investing in the early days of internet technology would have led you to companies like Amazon,» he said.

The investment will go towards researching and developing both hardware, such as sensors used to detect traffic and obstacles, as well as software for the self driving cars.

With that in mind, Goldman Sachs has built what it calls Data Lake, pulling in information on transactions, markets, and investment research, as well as insights from emails, voice calls, and instant messages.

Today's political leaders have good reason to promote domestic infrastructure investment, as academic research unequivocally shows a link between the state of local infrastructure and economic development.

Jerome Booth, head of research for U.K. - based Ashmore Investment Management, argues that the emerging world is not, in fact, as risky as some developed markets.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

Fidelity, which bought Zenefits shares in the May investment round, marked down the value of its stake by 48 % as of the end of September, according to data from the investment research company Morningstar.

Hilliard draws upon extensive research as well as his own direct experience as an investment adviser to paint a cogent and completely believable «bust» scenario for Canadian real estate.

Takeover specialists and their investment bankers pore over balance sheets to find undervalued real estate and other assets, and to see how much cash flow is being invested in long - term research and development, depreciation and modernization that can be diverted to pay out as tax - deductible interest.

Any opinions, news, research, analysis, prices, or other information contained on this website is provided as general market commentary and does not constitute investment advice.

«The market «melt - up» is over, or at least on pause, as investors seek refuge while they digest world events and the prospect of higher rates,» said Michael Hartnett, chief investment strategist at BofA Merrill Lynch Research.

Previously, Mr. Barrett was a Managing Director of Gemini Investors, a private equity firm focused on growth capital investments, served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment banking firm.

The information contained herein is for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

Our style of investment is referred to as impact investing, which J.P. Morgan Global Research and Rockefeller Foundation in a 2010 report called «an emerging alternative asset class» and defined as investing with the intent to create positive impact beyond financial return.

As a research - centric platform, our senior analysts develop value - added ideas for clients looking for investment opportunities across the capital spectrum.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Friedman — who in his long career has advised the US government and military as well as Fortune 500 companies — held the keynote speech at the annual Strategic Investment Conference hosted by investment research firm Mauldin Investment Conference hosted by investment research firm Mauldin investment research firm Mauldin Economics.

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.

Research professionals include research analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity InveResearch professionals include research analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity Inveresearch analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity Investments.

Corrum Capital's team is comprised of investment professionals with significant experience in direct investing, as well as research, credit underwriting, capital markets, endowment management, and corporate finance.

Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms.

This information should not be relied upon by the reader as research or investment advice regarding any issuer or security in particular.

Recent conferences have focused on the Forum's emerging research on mergers and acquisitions, as well as new approaches to and theories for investment strategy.

Putting Nelson Petz on DuPont's board struck many of them as a low - cost means, with little downside risk, of keeping DuPont «in play» and signaling the shareholders» desire for more spinoffs and less investment in long - term capital projects, including research and development.

He has also held financial leadership positions as Vice President, Research, for Water Tower Capital, LLC and as Vice President, Investment Banking, at U.S. Bancorp Piper Jaffray.