Sentences with phrase «assets of less»

In that case, a $ 12 million estate was listed for the insured, when she actually had assets of less than $ 100,000.

Instead of the $ 12 million estate listed in her application, the insurer alleged in a federal - court civil suit, Ms. Adler had assets of less than $ 100,000, relied on Social Security checks for income and had sought help from a program that helps pay for medicine.

40 percent of German households have net assets of less than $ 27,000 euros.

50 Cent filed for Chapter 11 reorganization in 2015, with debts of $ 36 million and assets of less than $ 20 million.

Not too long ago, iTrade slapped a $ 100 annual administration fee on RRSP accounts with assets of less than $ 25,000, and it raised the minimum stock trading commission for people with assets under $ 50,000 to $ 24.99 from $ 19.99.

One is that savings ought not to reduce eligibility for college aid, at least not for professional and working - class families with accumulated assets of less than $ 1 million (the very wealthy may be another matter).

Christopher McGratty, a bank analyst at Keefe Bruyette & Woods, predicts that 15 banks from Boston to Grand Rapids, Michigan, most of which have assets of less than $ 10 billion, are likely to be snapped up this year and next by bigger regional players looking for an expanded footprint.

For example, a turnover rate of 100 % indicates that a fund replaces every asset it held at the beginning of the year with something else at the end of the year — funds with turnover rates greater than 100 % average a holding period for a given asset of less than one year, and funds with turnover rates less than 100 % average a holding period for a given asset of more than one year.

Not exact matches

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.

Whether it is stricter regulations, negative interest rates, or fragile confidence, banks and other market participants are less than keen these days to hold large piles of risky assets.

The belief that venture capital performance has been poor, and a desire to diversify internationally, have prompted many institutional investors to move their money out of the asset class, leaving «fewer and fewer venture funds with less and less to invest,» says Steve Hurwitz, a Boston - based lawyer and co-founder of an annual venture capital conference in Quebec City.

Declining assets generally mean less revenue for investment managers, who earn a percentage based on the value of the investments.

There is a push afoot to force banks to hold higher levels of capital against their loans and other assets, in the belief that more capital makes a bank less likely to fail.

Canerday suggests that married couples with an estate valued at less than $ 20 million take a «wait and see» attitude regarding the value of their business or assets before a potential in life transfer.

Perth - based oil and gas company Antares Energy has received a fresh $ US300 million offer from an undisclosed party for its Permian Basin oil and gas assets in Texas, less than six months after it backed out of a previous sale agreement.

He says the actions of central banks «attempting to spark economic growth» are «severely punishing the world's savers and creating incentives to reach for yield, pushing investors into less liquid asset classes and increased levels of risk, with potentially dangerous financial and economic consequences.»

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

But while teams normally do everything they can to squeeze the most value out of any asset, there may be a reason that, in this case, the Patriots took a bit less than market value to move Garoppolo to San Francisco.

By shifting the risks away from banks and to asset managers, Gross argues that the risk of herd behavior that causes a liquidity event in markets has been shifted away from the professional investing class and to a more amateur, less - informed, skittish class of investor: the public.

They usually pay good dividends, usually trade for less than their cash or assets in the bank, and are fairly stable (it's very hard for a municipality to not pay back its debts for various reasons, some of them constitutional).

According to the Data - Driven Marketing Survey by Teradata, 50 % of marketers agree that data is the most underutilized asset in their organizations, with less than 10 % actually using the data they have in a systematic way.

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.

Those who are newly rich, or have less than $ 50 million in assets, tend to be the least familiar with the concept of a family office, but are often the most in need of such services.

This could mean the difference between giving up 2.4 % of the value of your assets every year to mutual funds with active management, and the fee of 0.5 % a year or less for an ETF.

Long delayed by the Securities and Exchange Commission (SEC), Title III was the most controversial provision of the JOBS Act because it allowed non-accredited investors — generally defined as individuals with less than $ 1 million in assets who earn less than $ 200,000 per year — to invest in private companies as shareholders.

A 2009 report by consulting giant Deloitte found that plans with less than $ 1 million in assets, like those of many small businesses, routinely were paying as much as 2 percent «all - in,» or the total of all fees.

The fund declined last month, bringing its 2018 performance through March to a loss of 8.6 percent and assets under management to $ 8.2 billion, less than half its 2015 peak.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

Other benefits of investments using debt include tax advantages and a higher return on my investment (ROI) because I've used less of my own money to purchase the asset.

Several regional grocers fit the traditional profile of an attractive target, but Shoppers Drug Mart stood out as a uniquely strategic asset in a less familiar but complementary space.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

Kelleher notes that when a bank exceeds $ 100 billion in assets, the economies of scale actually start to move in the wrong direction and banks become less efficient.

But if this owner structured a deal around the sale of assets, the after - tax outcome would be far less lucrative for her.

Betterment's lower cost allows Burgess to charge less than the industry standard of 1 percent of assets managed.

Since they are the ones getting into the less - exploited asset classes and strategies, they are also not achieving the economies of scale of a State Street SPDR ETF family or BlackRock's iShares, which can charge less based on massive asset bases, said Michael Rawson, ETF analyst at Morningstar.

If the asset's price drops, you will be getting more shares of the asset for the same amount of money, and so if and when the price recovers, you will have spent less per share, on average, than if you had bought the shares at their peak pre-fall price.

We've already invested the lion's share of our funds» original equity commitments to acquire about $ 1.8 billion of assets, based on unpaid principal balance, for less than $ 0.40 on the dollar.

The paper finds that the share of total assets controlled by banks with less than $ 10 billion in assets has shrunk twice as fast since Dodd - Frank was put into effect.

If the amount available under the Asset - Based Revolving Credit Facility is less than the greater of (i) 12.5 % of the lesser of (A) the aggregate revolving commitments and (B) the borrowing base and (ii) $ 60 million, NMG will be required to repay outstanding loans and, if an event of default has occurred, cash collateralize letters of credit.

If the amount available under the Asset - Based Revolving Credit Facility is less than the greater of 1) 12.5 % of the lesser of (a) the aggregate revolving commitments and (b) the borrowing base and 2) $ 60 million, we will be required to repay outstanding loans and, if an event of default has occurred, cash collateralize letters of credit.

The composition of the asset class changes dramatically, with bitcoin comprising less than half of the total market cap as assets including ether, xrp, and dash skyrocket in price.

If at any time the aggregate amount of outstanding revolving loans, unreimbursed letter of credit drawings and undrawn letters of credit under the Asset - Based Revolving Credit Facility exceeds the lesser of (a) the commitment amount and (b) the borrowing base (including as a result of reductions to the borrowing base that would result from certain non-ordinary course sales of inventory with a value in excess of $ 25 million, if applicable), NMG will be required to repay outstanding loans or cash collateralize letters of credit in an aggregate amount equal to such excess, with no reduction of the commitment amount.

«Thirty years ago, if you looked at the valuation of firms in, say, the S&P 500, you would find that the hard assets on the balance sheet more or less reflected the corporate value.

While Morgan Stanley has become more of a gatherer of client assets and less of a flashy trader, it still does a fair bit of trading, especially in equities.

If at any time the aggregate amount of outstanding revolving loans, unreimbursed letter of credit drawings and undrawn letters of credit under the Asset - Based Revolving Credit Facility exceeds the lesser of (a) the commitment amount and (b) the borrowing base (including as a result of reductions to the borrowing base that would result from certain non-ordinary course sales of inventory with a value in excess of $ 25 million, if applicable), we will be required to repay outstanding loans or cash collateralize letters of credit in an aggregate amount equal to such excess, with no reduction of the commitment amount.

Its wealth (sometimes referred to as «net worth») is the total stock of assets it has as a result of inheritance and saving, less any liabilities.

Of course, with debt in 2016 rising by roughly 40 — 45 percentage points of GDP while nominal GDP grew by less than 8 percent, it isn't easy to explain how the real value of assets in China grew by roughly 40 — 45 percentage points of GDP, nor why it is proving so difficult to rein in credit growth without a sharp slowdown in GDP growtOf course, with debt in 2016 rising by roughly 40 — 45 percentage points of GDP while nominal GDP grew by less than 8 percent, it isn't easy to explain how the real value of assets in China grew by roughly 40 — 45 percentage points of GDP, nor why it is proving so difficult to rein in credit growth without a sharp slowdown in GDP growtof GDP while nominal GDP grew by less than 8 percent, it isn't easy to explain how the real value of assets in China grew by roughly 40 — 45 percentage points of GDP, nor why it is proving so difficult to rein in credit growth without a sharp slowdown in GDP growtof assets in China grew by roughly 40 — 45 percentage points of GDP, nor why it is proving so difficult to rein in credit growth without a sharp slowdown in GDP growtof GDP, nor why it is proving so difficult to rein in credit growth without a sharp slowdown in GDP growth.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

Companies ripe for takeovers often have some of the following traits: • a small capitalization; • a market price less than book value; • a «weak» management team; • ownership of undervalued assets or important patents.

Long - term debt should be less than 40 % of total capital, and the current ratio (current assets divided by current liabilities) should exceed 2.0.