Sentences with phrase «asset base»

Trading on assets based on events in the news is one of the more popular styles of trading.

More formally, it is a systematic approach to diversification that may help you determine the most efficient mix of assets based on your risk tolerance and time horizon.

I have assisted on a number of complex matrimonial disputes involving high net worth individuals with assets based in more than one jurisdiction.

He has over 25 years of experience in banking and finance transactions, with a particular focus on asset based lending, invoice finance, inventory finance, supplier finance and distribution finance.

This recent partnership has given us the opportunity to offer our real estate investor clients asset based loans at bank rates / terms.

A pro of asset based long - term care life insurance is your premiums are fixed, so you don't have to worry about a premium increase destroying your budget in retirement.

The idea is to use step by step strategies to set up an income producing asset base for yourself.

He's also represented institutional lenders in connection with asset based lending transactions and real estate transactions.

Fee - based advisers often charge asset based fees but may also collect commissions.

Such funds are attractive to advisors since you're able to accommodate a much larger asset base when you're investing in $ 10 billion stocks than in $ 200 million ones.

Also referred to as asset based long term care, hybrid life policies offer an alternative to traditional long term care insurance.

However, asset based lenders exist with the purchase of 3 or more class B properties priced in the $ 75,000 to $ 100,000 bracket will usually qualify for conventional financing.

It is just a year old with a much smaller asset base but what sets it apart is its active management style.

In practice, it's usually not the case that you need to buy more than 3 - 4 asset based investments over the course of a year, though.

This can not be considered cheap if you are looking at asset based valuation measures.

Additionally, the complexities of an international investment or asset base require an ability for advisers to be able to assist with succession and tax laws in multiple jurisdictions.

Fee - based is synonymous with fees charged on a percentage - of - assets basis while «fee - only» has been synonymous with fee - for - service.

This should help us raise funds as investors look to the steady cash flow and solid asset base of apartment buildings.

And part of that balance is having a diversified asset base.

Our independent insurance agency specializes in hybrid long term care and asset based insurance planning.

Closed - end funds also invest in a portfolio of securities but work with a fixed asset base.

Over the last 5 years the company's invested asset base has grown at about 5 % a year.

He represents institutional lenders in a variety of construction and permanent loans and other asset based lending transactions.

Investors should allocate assets based on individual risk tolerance, investment time horizon, and personal financial situation.

All this probably isn't helpful for the investor who needs current income to feed the kids or doesn't have a strong asset base.

The total asset base, rather than the income generated from it, is what matters most, and that was totally absent from that chart.

This will expand the regulated asset base of the electricity grids by $ 2 to $ 3 billion to $ 21 to $ 22 billion by 2020.

The following best long - term care companies offer either pure long term care insurance or hybrid asset based long - term care insurance.

Though the distribution of the income by segment was quite different in the two quarters I take this as some kind of indication as to the potential earnings power on the current asset base.

Each month that passes by is another month of building a sizable asset base that will propel us where we want to go!

To do it they want to consolidate asset bases so they can lower supply chain costs to pay farmers more for milk and grow export volumes.

Risk and position management Managing positions and risks across an extensive asset base in a single, end - to - end system with automated event management and real - time pricing and analytics.

Trading is thin and expensive, and the fund's slender asset base raises doubts about future viability.

Second, asset based welfare is only a viable policy is the asset is meaningful.

This will help you to increase your overall asset base and you will have more funds after you are retired.

We believe our solid reputation and significant asset base are advantages when negotiating terms for municipal bond transactions and finding opportunities to participate in new bond offerings.

The mutual fund tilt is even more pronounced on an aggregate asset basis where 10 % of assets are invested in small - cap stocks and 65 % is in large - cap stocks.

About 70 percent of the bank's client asset base is dollar - based and the shift to dollar - reporting will happen later this year, he also said in the interview today.

That's because the company's main value is in assets that it built out of a tiny asset base.

Because the person is selling appreciated assets his basis in these stocks would be stepped up and he would not have to recognize the gains later down the road.

If two companies have the same asset base, the company with the higher level of sales is doing a better job at employing those assets.

The fund house gets a wider asset base to spread most of its fixed expenses.

The theoretical diversification of risky assets based on correlation measures calculated over long time periods is no longer valid.

Long term you will want to focus on how large of a real estate asset base you would like to own.

To ensure that your personal savings rate is high enough to build up an adequate asset base, you must understand, track, and project your cash flows.

So the leverage factor has to be considered across the entire asset base.

Their large asset bases show that they've earned the trust of investors due to many years of solid performance and lower fees.

• Ability to consistently deliver high standard assets based on artistic direction.

In addition, the combined company offers enhanced new product development capabilities, a broader and more versatile asset base, and the financial strength to invest back into its businesses for continued growth.