Sentences with phrase «asset reviews for»

Over the last ten years, we have performed over 250 capital asset reviews for large public and private companies with operations across Canada.

Not exact matches

For instance, a study from America's Best 401k, a Scottsdale, Arizona - based firm that works with retirement plans, reviewed fee disclosures for 11 insurers and payroll companies that specialize in plans with less than $ 10 million in asseFor instance, a study from America's Best 401k, a Scottsdale, Arizona - based firm that works with retirement plans, reviewed fee disclosures for 11 insurers and payroll companies that specialize in plans with less than $ 10 million in assefor 11 insurers and payroll companies that specialize in plans with less than $ 10 million in assets.

Schwab managers meet for formal reviews every year to adjust target - date funds» underlying assets with an eye to boosting returns.

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.

The review revealed that one of the school's under - appreciated assets is its 12 - month MBA program for students who already have an undergraduate business degree.

Like at Goldman Sachs, the impact of the Basel Committee trading book review on risk - weighted assets is a concern for Morgan Stanley too.

Every year, a quantitative group within Franklin Templeton Multi-Asset Solutions reviews the data and themes driving capital markets in order to build asset return expectations for different asset classes for the next five to 10 years.

Reviews the loan documents (which consists of information detailing your income, assets, and the property's appraisal value) to ensure compliance with guidelines for the loan program that was applied to; basically makes sure that the risk for the lender is acceptable for the return.

(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.

In its October review, the agency said the NPLs — comprising corporate, interbank and private loans — and the banking sector's «exceptionally weak asset quality [are] a key weakness for Cyprus's credit profile and [represent a] material downside risk to the recovery.»

Now repeat the process for each of your different asset classes (in our example, these would be: Tattoo Types, Removal Process, Reviews, FAQs, About, Before & After, and Maps).

IRS rules for donating some assets can be complex, so let us help you review your specific circumstances.

But this could be resolved if the Securities and Exchange Commission allowed or encouraged trustees to use trust assets to pay for loan reviews or litigation.

Qualification criteria (e.g., asset level) for the Fidelity Private Client Group ® program are subject to periodic review by Fidelity and may change at any time.

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.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

After reviewing all of the case materials, prosecutors concluded it actually would have been easier for the Silk Road criminals to conceal their assets in the traditional financial system.

Mr Packer himself has also been selling assets to concentrate mainly on his Crown stake, which accounts for the bulk of his wealth on the Financial Review Rich List.

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.

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.

Ranking algorithm is based on quality of practice, including: telephone and in - person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.

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.

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

Catherine is a co-founder of the Vancouver chapter of Women in Capital Markets, is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University, and sits on the SFU Business Dean's Advisory Board.

Legislators from both US political parties introduced a bill in the Senate in November that would reform the CFIUS review process for foreign acquisitions of American companies and assets.

Morgan Stanley Wealth Management's Global Investment Committee (GIC), a group of seasoned investment professionals with whom I meet regularly to review the economic and political environment and asset allocation models for Wealth Management clients, believes deflation fears have gone too far and have become too embedded in both investor psyches and market structures.

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.

For additional insight into our longer term view, please click here to see a piece provided by our research consultant, Asset Consulting Group, that takes a brief look at the year - end review.

For this 2016 edition, NPT reviewed 979 organizations that reported at least $ 1 in assets over the period 2012 through 2016.

Criteria includes client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for firms.

• A rollover IRA is one of four options you may have for old employer plan assets when leaving an employer; review all of your options before making a decision.

Treasury chief executive Mike Clarke told The Australian Financial Review that with large assets in California it was in a stronger position than other global rivals even if there were changes in tariffs and other measures that might make it more difficult for exporters selling into the American market.

See also Maggie Lu YueYan, «Break up Queensland generators: ACCC» (Business Spectator, 13 October 2014), Amy Remeikis, «Tim Nicholls looks for silver lining in ACCC comments on electricity privatisation» (Brisbane Times, 14 October 2014) and Mark Ludlow, «Sims to Queensland: split electricity assets» (The Australian Financial Review, 13 October 2014, page 6).

Similarly, Purple Design was briefed by William Grant & Sons to review assets for its Glenfiddich brand, refine them and create a holistic brand world which would maintain its market - leading position and ensure consistency in the way the brand is presented across manifest media.

Peak Asset Management executive director Niv Dagan told The Australian Financial Review the company had been a serial underperformer for the past 12 months.

He would lower the threshold for review of foreign investment from A$ 220 million to A$ 15 million - a meaningless gesture when approvals are automatic and asset overpricing pressures remain unchecked.

Administrators Grant Thornton are now in the process of reviewing the business in an effort to find a buyer and realise assets for creditors.

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

The spending review says: «Local authorities in England hold # 225 billion of assets, including over # 60 billion in property not used for schools or housing.

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;

The committee also questioned the OBR's cautious approach to asset sales and asked for a full review of the OBR's responsibilities.

Welfare recipients currently have their assets reviewed every six months to make sure they don't exceed the limit that qualifies them for assistance, he said.

The Asset Quality Review of Banks conducted in 2015 shows significant vulnerability of banks to current economic conditions, and that if the affected banks were to provision fully for all bad loans, a significant number of them would collapse.

One of the most important career advancement assets young scientists receive from the reviewing process is that «you're getting a feel for your field and what's going on,» says Kijewski - Correa.

Then in 2013, the Department of Energy (DOE) argued in its budget request for the following year that U.S. ITER was not a «capital asset» and therefore did not have to go through the usual DOE review process for large construction projects — which requires a performance baseline.

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.

Inverness Research reviewed CSTP's mission and role, illuminated key features of its design and functions, and examined the value of the assets - or «educational capital» - that CSTP generates for Washington education.