Sentences with phrase «asset category which»

The pricing and liquidity of these hedges means that the average investment policy statements would consider the asset swaps under the illiquid asset category which currently precludes many plans from even participating in domestic private placement issues.

You will also get people who take a number regarding the amounts going into each asset category which is subjectively determined and make argument based on the work of an academic or two that you should often be rebalancing your portfolio based on some precise formula.

Asset categories which are expensive should be avoided or underweighted, and categories that are bargains may deserve an overweighting.

Not exact matches

Forbes determines its ranking by evaluating four categories: money — which covers net worth, company revenues, assets under management, or GDP — media presence, influence, and impact.

Also included is rent, which tracks the health of the overall economy similar to «good» categories, but decreases disposable income without a coincident rise in asset wealth.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

A central premise of risk parity is that, in the long run, all the asset categories offer similar risk - adjusted returns, but clearly there are environments in which the Sharpe ratios are very different across asset classes.

There are 50 U.S. Large Cap ETFs with over $ 500 million in assets, which means there will always be something in that category doing better than what...

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

Another stalwart in our global treasury and cash management awards categories is J.P. Morgan Asset Management, which boasts a wide range of highly rated US dollar, sterling and euro money market funds (MMFs) for treasurers to invest in.

My friend Jeffrey Ptak from Morningstar recently ran the updated AUM numbers for me on fund assets in the U.S. which includes both ETFs and mutual funds to give a breakdown by various categories (excluding money market and fund - of - fund assets):

Both spouses should know and clearly state which category each of their retirement assets fall under in order to avoid any unnecessary problems later on.

Charitable assets have changed little in International SICs and United Ways, but have slowly increased in the category «all other» charities, which includes Environment, Social Justice, Women's Funds, and several other types.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Interest on debt, which is a much smaller amount than the other two categories, is the interest the government pays on its accumulated debt, minus interest income received by the government for assets it owns.

Just for example on Amazon being able to choose which categories you book should be placed in — that's a huge advantage and asset in helping readers to find you.

«We are not constrained by any set proportions for our asset category allocations, which allows us to actively select securities we believe present the best opportunities as market conditions change.

Their asset level puts them in the high net worth category — which means they can get great service and investments for under 1.75 % or $ 24,500 per year at the low end.

It is precisely because we can not predict which asset categories will outperform and underperform that makes slicing allocations worthwhile.

These main 11 ETFs command more than 75 per cent of assets in the category, which included more that 50 ETFs in total.

It's the next part of the definition that is perhaps more important than the focus on what asset categories are considered: «The process of determining which mix of assets to hold in your portfolio is a very personal one.

The AMC, Fund Manager, asset allocation, Category (have to be equity diversified) also may be few other factors other than performance — which might do well in future.

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.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

There are 50 U.S. Large Cap ETFs with over $ 500 million in assets, which means there will always be something in that category doing better than what...

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

Clearly, nothing prevents investors from cherrypicking the Vanguard ETFs to bolster asset classes in which they may be underrepresented, which is one reason we considered adding VGB and VBU in a new category of International Fixed Income.

MANY ALTERNATIVE INVESTMENTS can be slotted into one of two categories: They are either hard - asset plays, like commodities and real estate, or they are financially engineered to perform unlike conventional stocks and bonds, which is what you get with many hedge funds and hedge - fund - like mutual funds.

The basis point change presented in the preceding table, however, represents a fixed basis point change in reference obligation credit spreads across all credit quality rating categories and asset classes and, therefore, the actual impact of spread changes would vary from this presentation depending on the credit rating and distribution across asset classes, both of which will adjust over time depending on new business written and runoff of the existing portfolio.

Both the BMO and Vanguard funds will now be significantly cheaper than the category leader, the iShares S&P 500 (XSP), which charges 0.24 % on its $ 1.58 billion in assets.

The HERA grouped qualified tuition programs (QTPs, also known as section 529 plans because they are covered in section 529 of the IRS tax code) and Coverdell education savings accounts in the new category of qualified education benefits, which all have the same treatment: these savings vehicles are an asset of the owner (not the beneficiary because the owner can change the beneficiary at any time), but they are excluded as an asset when the owner is a dependent student.

The last category is long - term capital gains tax, which is paid on a capital asset that is held for one year or longer.

As to which U.S. equity asset categories advisers plan to boost allocations to, the most common are technology (33 %) and small cap (30 %).

Against this background, OCBC is deemed to be in the unique category of a stock which possesses features of growth, value and asset - rich.

Section 73 of PA 1995 required the assets of a salary related occupational pension scheme which was being wound up to be applied in satisfying the liabilities of the scheme in respect of pensions and other benefits, including increases in pensions, in a particular order by reference to categories of liabilities specified in s 73 (3).

The second category includes blockchain networks like Ripple (XRP), which rely upon trading issued assets on their own platforms — Ether and Bitcoin can not be traded without creating an issued gateway.