Sentences with phrase «assets of at»

To be in this class, one needs assets of at least $ 30 million.

The report includes a market analysis of trends and activity in eight major cities across Canada, combined with a national poll that measures attitudes, upbringing and beliefs of high net worth Canadians, as defined as individuals with assets of at least $ 250,000 (excluding real estate) and a primary residence valued at a minimum of $ 500,000.

Any individual whose net income is at least # 150,000 and / or has net assets of at least # 500,000.

footnote † Forbes» «Best ETFs for Investors 2016» list analyzed 1,500 ETFs with assets of at least $ 50 million and expense ratios of 0.40 % or less as of May 15, 2015.

An investor who has had a gross annual income of $ 250,000 or more in each of the previous two years or has net assets of at least $ 2.5 million, as prescribed by the Corporations Regulations 2001 (reg 6D.2.03 and reg 7.1.28).

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

In the past, an investor required financial assets of at least $ 1 million, income in excess of $ 200,000 in the past two years ($ 300,000 combined with a spouse), or a net worth of over $ 5 million to get into private capital markets.

For the study, three «secret shopper» clients with investible assets of at least $ 100,000 were sent to BMO, CIBC, RBC and TD to complete a financial plan.

The SEC also requires periodic stress testing of each fund's ability to maintain weekly assets of at least 10 % and minimize principle volatility.

Alpholio ™ identified only 18 active ETFs, each with current assets of at least $ 100M (generally considered a minimum for a long - term viability of a fund), listed here in the descending order of assets:

In contrast, currently there are about 636 passive ETFs, each with assets of at least $ 100M totaling about $ 1.53 T.

Institutional investor: A investor who is a bank, savings and loan association, insurance company, registered investment company, federal - or state - registered investment adviser, or any other person, corporation, partnership, trust, or other entity with total assets of at least $ 50 million.

However, both the House and Senate proposals would impose a new excise tax of 1.4 % on net investment income of private colleges and universities that have at least 500 students and had assets of at least $ 250,000 per full - time student the previous academic year.

Data from affluent respondents was compiled from an online survey of 1,251 respondents who were household financial decision - makers 25 years and older, with a household income of at least $ 75,000, and investable assets of at least $ 100,000.

Fisher reported assets of at least $ 23.9 million but possibly much more.

The survey only polled those with assets of at least $ 100,000.

a person, other than an individual or investment fund, that has net assets of at least $ 5,000,000 as shown on its most recently prepared financial statements,

They're big and global, with budgets exceeding $ 100 million and net assets of at least $ 65 million.

The U.S. Trust report polled 680 people throughout the U.S. with with investable assets of at least $ 3 million, not including the value their primary residence.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

«U.S. stocks are probably among the more overvalued companies on a global scale,» says Luc de la Durantaye, managing director of asset allocation and currency management at CIBC Asset Manageasset allocation and currency management at CIBC Asset ManageAsset Management.

Deep learning's use of patterns to predict future activity appears to have tremendous potential for stock brokers, investment bankers, and asset managers — to assist them, at least for now.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

One could say that private equity funds have, at least in their thirst for assets and their run - of - the - mill returns, begun to resemble grubby, conventional mutual funds.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

VanEck plans to be at the forefront of the next generation of digital assets, leading efforts in the tokenization of everything from real estate to stocks.

In addition, MQ - 9 Reaper drones would be deployed as part of a major increase in intelligence, surveillance and reconnaissance (ISR) assets closer to levels seen at the height of the U.S. engagement in Afghanistan.

Early on, these scarce assets are typically available at lower relative costs because the sellers / leasers don't initially appreciate future demand or the scarcity of their offerings.

There was $ 23 trillion worth of such assets globally at the start of 2016, according to the biennial Global Sustainable Investment Review, a 25 % increase from 2014.

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

«Your goal is to redefine how you, your company, or your assets should be valued,» says bargaining educator Melissa Thomas - Hunt, senior associate dean at the University of Virginia's Darden School of Business.

«It's hard to know what the cause of the delay is,» said John Stephenson, portfolio manager at First Asset Funds.

«When we look at the world, there's plenty of things to worry about, so we would anticipate there could be episodes of higher volatility in the second half or even next year,» cautions Bruce Cooper, chief investment officer at TD Asset Management.

You want to get to a there, a point in the future (usually three to five years out) at which time your business will have a different set of resources and abilities as well as greater profitability and increased assets.

Just a couple of weeks ago, any media company with significant TV - related assets — including Disney, Comcast, 21st Century Fox and Time Warner — got hammered by investors, after a loss of subscribers at ESPN (which is owned by Disney) triggered fears about cord - cutting and the rise of streaming services.

«For more than six months, dollar - liability flows have outstripped dollar - asset flows but that is now reversing which is helping the dollar,» said Hans Redeker, head of global FX strategy at Morgan Stanley based in London.

That means rebalancing your portfolio at least once a year, by selling some of the assets that have done best — and exceeded their model allocation — and buying more of your laggards.

When the Bitcoin price peaked at $ 20,000 in December, the value of Mt. Gox's assets (by then including Bitcoin derivatives such as Bitcoin Cash) ballooned to $ 4.4 billion — nearly 10 times the amount Mt. Gox said it lost in the first place.

Prior to his role at State Street Global Advisors, Ron was president of Asset Management & Corporate Services for Fidelity Investments.

In 2002, at just 37 years old, he was appointed CEO of Brookfield Asset Management, then a sprawling conglomerate known as Brascan.

He adds that many real - estate agents are also focused on a Chinese pilot program that's being tested in five cities, including Shanghai, that allows wealthy individuals to invest at least 50 % of their assets in foreign markets.

«At the end of the day, it's for Congress, and not regulators, to decide whether new policies should be evolved for these new asset classes,» he said.

Now factoring is considered just another kind of so - called «asset - based commercial lending,» a category that as a whole grew from $ 100 billion of credit extended at any one time in the early 1990s to more than $ 325 billion today.

Of course, a person who truly practices restraint might take things a bit further, deciding never to splurge at all on something like a vehicle that will depreciate, and instead investing in assets that will ultimately produce returns.

Marks arrived at more or less the same definition of liquidity as Hooper, writing that the way to think about liquidity isn't to ask if there is a market for an asset, but whether you can quickly sell that an asset without taking a huge loss on it.

At the moment, AIMCo has close to $ 80 billion in assets under management, an important bastion of stability in a province prone to booms and busts, where many families are right now worrying about their jobs and savings.

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

Among the biggest issues oil - and - gas - exploration companies face in the search for new sources of hydrocarbons is putting humans or high - value assets at risk.

Boris Schlossberg, managing director of FX strategy at BK Asset Management, has also grown more bearish on the sector.