Sentences with phrase «asset ratios for»

Another factor that mitigates a sharp drop in agricultural land prices is the low debt - to - asset ratios for most farmers today, says Conrad.

The total liabilities to total assets ratio for the last fiscal quarter is less than or equal to the industry's median total liabilities to total assets ratio for the same period

Not exact matches

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

In a recent research report from J.P. Morgan Asset Management, George Iwanicki noted that the price - to - book ratio for emerging markets had fallen below 1.5.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

At Fiji, Robbins offered some insight into what Jones» daily email updates look like, saying, «he sends me a checklist of what we measure, everything from his NAV [net asset value] to his [portfolio] weights, what's happening in his body, to his focus, to ratios of risk - reward that we're measuring, and then he does a narrative for me.»

10 The Firm calculates its Tier 1 capital ratio and risk - weighted assets in accordance with the capital adequacy standards for financial holding companies adopted by the Federal Reserve Board.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

With market volatility hitting multi-decade lows, junk bond yields also at record lows, the median price / revenue ratio of S&P 500 constituents at a record high well - beyond 2000 levels, and the most strenuously overvalued, overbought, overbullish syndromes we define, I'm increasingly concerned about the potential for an abrupt «air pocket» in the prices of risky assets that could attend even a modest upward shift in risk premiums.

Working capital ratio portrays a company's ability to pay for its current liabilities with its currents assets.

The 2013 survey also suggests that hedging ratios for foreign equity assets were lower than those of foreign debt assets, which is also consistent with the results of the 2013 National Australia Bank Superannuation FX Survey (NAB Survey; NAB 2013).

After accounting for the use of hedging derivatives, the FCE survey indicates that the overall net foreign currency asset position of other financial corporations was equivalent to 16 per cent of GDP, with a hedging ratio of around 35 per cent for foreign currency assets and 60 per cent for foreign currency liabilities (Table 1).

This gave rise to a $ US230 million write - down of the value of deferred tax assets in its North American Operations There was a further $ US700 million impairment charge on an increase in the long - term combined ratio assumption for North America.

footnote ** Forbes» «Best ETFs for Investors 2017,» published on August 23, 2016, analyzed 480 exchange - traded products with assets of $ 50 million or more and expense ratios of 0.40 % or less.

RBC Global Asset Management announces change to management expense ratio calculation method for seven series F funds...

2016.02.29 RBC Global Asset Management announces change to management expense ratio calculation method for seven Series F funds RBC Global Asset Management announces change to management expense ratio calculation method for seven Series F funds...

[2] The Liquidity Coverage Ratio (LCR) calls for banks to have enough unencumbered «high quality liquid assets» (HQLA) to meet a 30 - day stressed liquidity outflow scenario.

Price - to - book (P / B) ratio is another popular tool for measuring the price of a stock or index against its per - share book value (total assets minus intangible assets and liabilities).

For instance, a P / B ratio tends to be more useful for companies with a lot of hard assets on their books, such as factories or equipmeFor instance, a P / B ratio tends to be more useful for companies with a lot of hard assets on their books, such as factories or equipmefor companies with a lot of hard assets on their books, such as factories or equipment.

Despite increased concerns about asset quality among Vietnamese banks, ACB chipped away at NPLs, with its NPL ratio declining from 0.9 % to 0.41 %, compared to the average NPL rate for the entire Vietnamese banking system of 2.46 %.

Continued strong growth in the household sector's assets, however, has resulted in the ratio of household liabilities to assets remaining roughly stable for the past few years.

Based on a comparison of total expense ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock asset class.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

In their April 2016 paper entitled «Asset Allocation: A Recommendation for Resolving the Collision between Theory and Practice», Larry Prather, James McCown and Ron Shaw describe how individual investors can construct and maintain a low - cost optimal (maximum Sharpe ratio) multi-class portfolio via the Excel Solver function.

(For reference, Peter Lynch recommends an Equity - to - Assets ratio of more than 7.5 % to qualify as a well - capitalized bank.)

Specific debt - to - income requirements vary based on a range of criteria including loan - to - value ratio, assets used to qualify for the loan and credit history but typically a successful applicant will have a total debt - to - income ratio (including the proposed loan payment) below 43 % of monthly gross income.

Specific credit requirements vary based on a range of criteria including loan - to - value, debt - to - income ratios and assets used to qualify for the loan.

Long before Basel, the preferred capital ratio was core capital to total assets, with no adjustment in the denominator for any risk - weights.

Look for ETFs with low expense ratios and high trading volume relative to other commodity ETFs, and avoid ETFs with extremely small asset bases.

The bank's ratio of seriously delinquent loans to its total assets was a respectable 0.32 % for the same period.

Wells Fargo has reduced its earnings estimates for Frontier Communications Corp (NASDAQ: FTR) for the current year and next year citing the leverage ratio due to the integration of assets from Verizon Communications Inc. (NYSE: VZ).

But for all his weaknesses a lightning fast, wide / second forward with a 0.5 goal / game ratio in him is a pretty valuable asset / option to have in the locker.

Doing this ratio for Alta Genetics gives us 2.1 — so the current assets are two times the current liabilities.

In addition to documenting your income and assets, you will need to meet the lender's standards for your debt - to - income ratio, typically around 40 percent.

Applying each fund's expense ratio (they vary from 0.57 to 0.66) to its assets, I believe Fidelity shareholders are paying about $ 295 million a year for these funds.

These specifications, which would come to be known as «FHA guidelines», require lenders to check debt - to - income ratios for all borrowers; to verify adequate assets for a downpayment of 3.5 % or more; and to verify that the subject property meets minimum FHA standards.

The asset - weighted average expense ratio for currency hedged European equity ETFs was 0.56 % and for currency hedged Japanese ETFs was 0.47 %.

Working capital ratio portrays a company's ability to pay for its current liabilities with its currents assets.

Price / book (or P / B) ratio is calculated by dividing the market price of a company's outstanding stock by its book value (total assets of a company less liabilities) and then adjusting for the number of shares outstanding.

Logically, there should be a relationship between the market and replacement values of the same assets and they should trade at approximately the same ratio (for reasons beyond the scope of this post, the relationship isn't 1:1 but it should be roughly constant).

The return of a mutual fund over N days is the percentage increase (or decrease) in the NAV share price over the N - day period, and the NAV is calculated each evening after the markets have closed and the expense ratio for the day has been subtracted from the fund assets.

It found that the CPP, which is the largest plan with $ 269 billion of assets, had the highest expense ratio at 1.07 % of its assets on average for the whole period between 2009 and 2014.

This backtest for the gross profits to assets ratio reveals that the first quintile underperforms the S&P 500 Equal Weight Index benchmark.

The following 5 charts display the quintile returns for the Gross Profits to Assets ratio in red and the S&P 500 Equal Weight Index in blue.

For example, the Vanguard S&P 500 ETF that I mentioned has an extremely low 0.05 % expense ratio, which means that for every $ 100 in assets, just $ 0.05 goes toward expensFor example, the Vanguard S&P 500 ETF that I mentioned has an extremely low 0.05 % expense ratio, which means that for every $ 100 in assets, just $ 0.05 goes toward expensfor every $ 100 in assets, just $ 0.05 goes toward expenses.

The current ratio, for example, is stated as current assets divided by current liabilities, and the ratio measures the ability of a firm to pay its liabilities in the short term.

Expense ratio: In a mutual fund, the ratio between the operating expenses for the year and the total average net asset value.

For all asset allocations, the penalty was calculated as one minus the ratio of the terminal value of the portfolio with delayed or spread investments to the value of the portfolio when all investments were made as early as possible in January (baseline).

The Sharpe ratio describes how much excess return you are receiving for the extra volatility that you endure for holding a riskier asset.