Sentences with phrase «assets held through»

The five written complaints made by the CIOT to the EU Commission are as follows: · Attribution of gains — that the capital gains tax provisions dealing with assets held through non UK - resident closely controlled companies remain contrary to EU fundamental principles of freedom of establishment and free movement of capital.

Not exact matches

One of Russia's richest men, the 49 - year - old Magomedov holds assets in construction and logistics through his sprawling Summa Group.

One of Russia's richest men, the 49 - year - old Magomedov holds assets in construction and logistics through his sprawling Summa Group.

Also in the past two days, opposition leaders in the Ukrainian parliament have demanded impeachment proceedings against President Petro Poroshenko, who allegedly owned assorted assets through a British Virgin Islands holding company.

Jane Sanders holds assets in a couple of different annuities — likely invested through a 403 (b) plan, thanks to her career in academia — and those assets, unfortunately, often come with high expenses and more limited choices.

The damage is compounded if you hold assets through a broker, bank, trust, or wealth management department that charges you a fixed percentage of your assets, often 1 %, each year.

The Carlyle Group L.P. will be a holding partnership and will have no material assets other than the ownership of the partnership units in Carlyle Holdings held through wholly - owned subsidiaries.

Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity - recordkept retirement saving plans, such as 401 (k) and 403 (b) plan assets].

2017 Capital budget is focused on its best rate - of - return drilling in the Middle Core area of the Wattenberg Field as well as development of its Delaware Basin assets with a focus on holding leasehold through drilling

Their ROICs are so low largely because we hold them accountable for earning a return on capital they have destroyed through asset write - downs.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

The billionaire may control listed assets through a holding company in which ownership is not fully transparent, or have partnerships and structures that require calculated assumptions of ownership.

I'd put 75 % of assets into higher growth buy - and - hold - forever stocks like Brown Forman, Colgate - Palmolive, Hershey, and Nike, and then the remaining 25 % into Fisherified value stocks like DineEquity during the 2010 through 2015 stretch when it was cheap at the beginning of the period while simultaneously increasing its intrinsic value due to the receipt of significant one - time franchise fees.

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

The world sits back and lets the Swiss central bank actively be a currency interventionist, but the Swiss are smart enough to understand that they don't want to just hold everybody else's currency; they are buying real assets through their process of intervention.

Taken from Google Finance, Primus Guaranty is «a holding company, which conducts business through two operating subsidiaries, Primus Asset Management, Inc. and Primus Financial Products, LLC.

Through the 1950s, Maoist doctrine held large populations to be assets, with increased size corresponding to increased output.

I understand the hold - ups as it seems to be not the largest academy in a smaller country trying to get as much money for their prized assets as they can... I'll actually be disappointed if this doesn't go through... Nwakali is the captain of the u17 world - cup winning squad and player of the tournament.

Sarcastic, bitter and chatty, Ricki barely holds onto her corporate grocery checkout job during the daytime, but those liabilities become assets at night, when her local fans howl appreciatively through the hits.

I'd put 75 % of assets into higher growth buy - and - hold - forever stocks like Brown Forman, Colgate - Palmolive, Hershey, and Nike, and then the remaining 25 % into Fisherified value stocks like DineEquity during the 2010 through 2015 stretch when it was cheap at the beginning of the period while simultaneously increasing its intrinsic value due to the receipt of significant one - time franchise fees.

Bottomline: VEU is interesting for Canadian investors but the two disadvantages (the complication in asset allocation to account for the extra Canadian holdings through VEU and the higher expense) should be carefully weighed against the one obvious advantage of buying one less ETF when compared to the alternative of buying VEA and VWO.

When I go through 13F filings, I note the quirkiness of the assets held, and often held for a long time.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

After all, how does risk shift, but often through news flow changing the opinions that people hold regarding assets?

After the article was published, I was contacted by Scottrade and pointed to another Scottrade announcement this past August when FocuseShares decided to shut down all 15 ETFs offered through Scottrade and liquidate all the assets held in those funds.

Working through the numbers, we would find that the tax deferral strategy wins if you hold the asset long enough for it to grow 62 % or more.

Through this intuitive online system, our clients can obtain information on balances, holdings, history, cash flow, asset allocation, statements and reports — from any tablet, mobile device or desktop.

So you hold all asset classes for the long term, through the troughs.

Retail investors may have the resources to invest profitably in private markets but we can capture broad market exposure to the main asset classes through mutual funds and direct holdings in stocks, bonds and real estate securities.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

MBIA, Inc. is a holding company, which through its subsidiaries, provides financial guarantee insurance, as well as related reinsurance, advisory and portfolio services and asset management advisory services, for the public and structured finance markets.

Under Paul's «Best Advice» readers can access his best investment strategies through «evergreen» articles, updated annually: «The Ultimate Buy and Hold Strategy ``, «Fine Tuning Your Asset Allocation» and «Retirement Distribution Tables ``.

There are a couple of problems with holding commodities in your portfolio, either through direct ownership or through funds that hold the assets.

When you deposit money through SogoMarketRiders, your money is held at SogoTrade, a FINRA member broker - dealer and SIPC insured, with instructions to buy ETFs based on your desired asset allocation.

Small business owners, along with incorporated doctors, lawyers and other professionals, breathed a collective sigh of relief on Tuesday night as they started to parse through the government's entirely new approach to dealing with passive investment assets held by Canadian controlled private corporations (CCPCs).

Other TDFs have a «through» goal anticipating investors will hold onto assets after age 65, reflecting a longer time horizon.

So they plan on holding their current assets with a skeleton management crew, collecting royalties which they have said they will pass through to stockholders and, I assume, looking for an opportunistic sale of what assets are left.

We determine membership by aggregating assets of all eligible accounts held by the investor and his or her immediate family members who reside at the same address, including investments in Vanguard mutual funds, Vanguard ETFs, annuities through Vanguard, The Vanguard 529 Plan, certain small - business accounts, and employer - sponsored retirement plans for which Vanguard provides record keeping services.

Sharing such information could irreparably harm our stockholder's AV411 asset by devaluing any competitive advantage that we currently hold through extensive know - how in the areas preclinical and clinical research, as well as intellectual property.

Direct investing is where you purchase the asset yourself and hold it in your name, for example purchasing international shares through your broker or purchasing an overseas investment property.

Of these mutual fund assets, 91 % were acquired and held by investors through advisers, and over 80 % of mutual fund investors said their last purchase was made through an adviser.

Using original investor portfolio and corresponding robo advisor portfolio holdings collected during mid-January 2016 through early November 2016, fund loads and fees as of September 2016, and monthly returns for all assets and factors as available since January 1975, they find that: Keep Reading

Many of the funds we buy for your account will be purchased without a transaction fee (NTF) through the brokerage platform and fund supermarket that holds client assets.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

If you were an average investor and held the average asset allocation of 2004 to 2007 and had an investment policy to retain that asset allocation through periodic re-balancing, then you would have been a net buyer of equity assets as securities market values collapsed in 2008 and early 2009.

All of the Fund's investments will be selected through the sampling process, and at least 80 % of the Fund's assets will be invested in bonds held in the Index.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

It's important to realize investments held through Lending Club are not bank assets, and as such they are not insured by the FDIC.

For management of registry funds invested through the Court Registry Investment System, a fee at an annual rate of 10 basis points of assets on deposit shall be assessed from interest earnings, excluding registry funds from disputed ownership interpleader cases deposited under 28 U.S.C. § 1335 and held in a Court Registry Investment System Disputed Ownership Fund.

For most assets there isn't a difference between the treatment of the RRSP and TFSA, except US equities held through US vehicles, which can save the withholding tax in the RRSP (and international equities gets complicated but let's say a weak RRSP preference as well).