Sentences with phrase «based financial research»

2 DALBAR is an independent, Boston - based financial research firm which is not affiliated with Commonwealth Financial Network.

DALBAR study: DALBAR is an independent, Boston - based financial research firm.

says Mike Moebs, founder and CEO of Lake Forest, Illinois - based financial research firm Moebs Services.

• Sentieo, a San Francisco - based financial research platform, raised $ 6 million in funding.

Not exact matches

The minimum spread at which a bank would be willing to offer five - year mortgages is about 140 basis points, says Ohad Lederer, a financial services analyst at Veritas Investment Research.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Ryan Schoen, senior financial services policy analyst at research firm Washington Analysis, said he thought six months ago that a bitcoin futures - based ETF would likely launch in the first quarter of 2018.

Forty - eight - year - old Paul Dresch has worked at Canada's Research - Based Pharmaceutical Companies, an industry association, for 23 years, starting as a financial officer and working his way up to a VP.

FactSet Research Systems 100 Best Companies rank: 89 The financial services company based in Norwalk, Conn. has an employee stock purchase plan that provides its workers with a 15 % discount.

With more retirees around the world responsible for their own financial security, the countries that ranked the best had policies in place to ensure access to individual or work - based savings programs, according to David Goodsell, who directs investor research for Natixis.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

A former financial analyst at BNP Paribas, in 2002, Louis launched Gavekal Research, a leading research firm based in Hong Kong that focuses on developing original investible ideas based on globalResearch, a leading research firm based in Hong Kong that focuses on developing original investible ideas based on globalresearch firm based in Hong Kong that focuses on developing original investible ideas based on global trends.

We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovation, and the strength of our execution capabilities.

Based on our research of current financial curriculums, the focus on investing and the inclusion of an entire unit on investor protection makes «The Basics» guide unique among the national curriculums available today.

Based on over 80 years of Nobel Prize winning academic research, Atlas Financial's innovative, cost - effective investment platform empowers board members and highlights the value of independent financiaFinancial's innovative, cost - effective investment platform empowers board members and highlights the value of independent financialfinancial advice.

From 1968 to 2002, Tony was chairman, chief executive and editor - in - chief of Montreal - based BCA Research (previously known as BCA Publications), publisher of, among others, the highly regarded Bank Credit Analyst, a monthly big - picture analysis of the U.S. economy and financial markets.

If you missed the top 20 days, you only made 2.1 percent (based on an analysis by the Schwab Center for Financial Research).

Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset base, research published today by the UK Sustainable Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.

A substantial part of the increase appears to come from advisors at insurance firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.

Written by NCEO founder Corey Rosen, this issue brief discusses as of mid-2016 the extent and growth of employee ownership; survey data on ESOPs and corporate governance as well as ESOPs and executive compensation; research on the effect of ESOPs on corporate performance; the 2012 shared capitalism study of Great Place to Work applicants; data on employee ownership and employee financial well - being; the NCEO's analysis of data on ESOPs and default rates; trends in broad - based equity compensation plans; equity compensation and corporate performance; the impact of ESOPs and other broad - based plans on unemployment; legislative and regulatory issues for employee ownership; and international developments in broad - based plans.

Bespoke's portfolio management team uses rigorous in - house research to construct portfolio strategies for investors based on their financial goals and needs.

The Financial Security Index is based on a national telephone survey taken in English and Spanish by Princeton Survey Research Associates International.

«In the short to medium term, Angola may have to struggle with a weakening current - account deficit, lower fiscal revenue and likely cuts in government spending,» says Abiola Rasaq, head of research and strategy at Lagos - based financial institution Associated Discount House.

The three - day convention features panel and keynote speakers highlighting various aspects of financial services including alternative lending and credit, B2B payments and finance, blockchain technology, data and algorithm - based innovation, digital banking and personal finance, economic inclusion and financial health, entrepreneurship and investing, real - time cross-border payments, insurance tech, issuing innovations, legal and regulatory issues, marketing and customer experience, mobile wallets and payments, new market research, next gen retail and commerce, PSO, as well as security and fraud.

Research firm, Hearts & Wallets, conducted its Wants & Pricing: What Investors Buy & Competitive Ratings study, which ranked 24 financial firms based on more than 10 different attributes that investors deemed most important, found that Edward Jones outperformed across nearly all attributes, including the top three: «fees clear and understandable»; «unbiased, puts my interests first»; and, «explains things in understandable terms.»

Jeffrey Thompson has spent the last 20 years in various research and sales - related positions at San Francisco Bay Area - based financial services firms, including completing Franklin Templeton's 2 - year management trainee program; conducting private equity analysis while working for Willamette Management Associates; and public equity analysis in the research department at JPMorgan (previously Chase H&Q).

Wilmington plc, a U.K. - based publisher and business information provider, took a step toward improving its market position in the U.S. on Tuesday with the acquisition of Financial Research Associates, the company announced.

Saudi Arabia's new five - year development plan is aimed at making up for earlier underinvestment, says Keith Savard, director of economic research at Riyadh - based Samba Financial Group.

Mark Leibman, of Leibman Financial Services, based in Louisville, NE, shared «Sell in May» perspectives with his followers, highlighting historical data from LPL Research:

«The ideal way for China to replace the dollar as the dominant currency for her cross-border trade is to encourage her oil suppliers to accept payment in her own currency,» says Alasdair Macleod, head of research at Goldmoney, a gold - based financial - services company in Toronto.

Insights on the latest trends and outlook for the financial sector are based on the our recent Bluepaper, «Wholesale Banks & Asset Managers: The World Turned Upside Down» (Mar 16, 2017), a collaborative report between Morgan Stanley Research and Oliver Wyman.

Yet when the markets have not performed as well — such as during the 2000 - 2002 tech - market bust and the 2008 - 2009 financial crisis — our research shows that US large - cap active managers outperformed their passive peers by 471 basis points and 100 basis points, respectively.

So far, Bank of China (Hong Kong) has led tests on a property valuation system for home loans based on blockchain technology, according to Duncan Wong, vice-president of financial technologies at Astri, the government - backed research institute working on the system.

Based on the body of financial markets research over the last 50 years and their own experiences with the investment process, they conclude that: Keep Reading

Anyone who researches his financial path of destruction and thinks of him as a good Christian is off base.

Russ Haven, general counsel for the New York Public Interest Research Group, an Albany - based government watchdog group, said in an email Saturday that such financial disclosure gives the public useful information about candidates» work, assets and potential conflicts of interest.

«The UNODC, EU and UNICEF have indeed dispensed and are stil dispensing huge financial capital to training and legal research in the justice sector in Nigeria and the idea to establish the Judicial Research Centre is therefore their overall effort to deliver a home based continuous education and research avenue in all legal and justiceresearch in the justice sector in Nigeria and the idea to establish the Judicial Research Centre is therefore their overall effort to deliver a home based continuous education and research avenue in all legal and justiceResearch Centre is therefore their overall effort to deliver a home based continuous education and research avenue in all legal and justiceresearch avenue in all legal and justice issues.

Beyond its use as a tool against large financial institutions, Schneiderman has used the act as a basis for a probe into ExxonMobil, arguing that its alleged failure to disclose to its shareholders and the public research that showed the potential impact of climate change constituted a Martin Act violation.

In return for his efforts on his 40 - acre Michigan plot, this week the Carbon Registry issued Ortner the first offsets as part of this program, based on a verification method developed by Millar and colleagues with the financial support of the Electric Power Research Institute.

If your new financial circumstances require you to take on an onerous burden of debt, consider service - based or research - based grant repayment programs.

It suggests, mischievously, that it would «undoubtedly be illuminating if there was a well - funded research programme to investigate the genetic basis of financial greed, not because it would reveal anything, but because of the uproar it would generate amongst greedy people».

Regardless of whether Mercier's test works, it signals Canada's importance with research on capturing CO2, considering global financial cutbacks in the energy industry, another U.S. - based analyst said.

«With the right financial base, we could have the research necessary to verify, confirm, or deny the efficacy of nutrient farming within 5 years,» he told Science News Online.

• Providing these students with financial - planning advice early on, including information on private need - and merit - based scholarships, private loans, and school loans, as well as creating paid opportunities like paid research and internships.

The three institutions are part of a first - of - its - kind study to research and test the concept of «transaction - based» energy management, which combines financial signals and dynamic control technologies to shift the timing and quantity of energy usage in devices, buildings and campuses to increase efficiency and reduce costs, while also providing flexibility for the power grid.

Moderated by: Clive Cookson, Financial Times Science Editor Hiroshi Amano, Nobel Prize Winner, Professor, Nagoya University (Japan) Axel Flaig, Head of Research & Technology, Airbus, France Anette Kolmos, Professor, Aalborg Centre of Problem - based Learning in Engineering Science and Sustainability under the auspices of UNESCO Hayat Sindi, Founder and CEO of i2 Institute for imagination and ingenuity; member of the Advisory Board of the UN Secretary - General; UNESCO Goodwill Ambassador for science education in the Middle East; Member of the consultative assembly of Saudi Arabia

Two research projects based at SciLifeLab have been granted funding from the Chan Zuckerberg Initiative, which was formed by Facebook founder Mark Zuckerberg and his wife, Dr. Priscilla Chan, and provides financial and engineering support for the Human Cell Atlas — an ambitious international collaboration that aims to create a reference atlas of all cells in the healthy -LSB-...]

New membership is welcomed to encourage a broader participation of scientists from countries with research programs in areas relative to the objectives of the HFSP and to provide a broader financial basis for the HFSP.

Further clinical research is warranted on the basis of positive results from animal and human studies, as well as the inadequacy of existing treatments in reducing the enormous medical and financial costs of untreated AD.

Teachers on the cusp of dismissal under the IMPACT evaluation system in the nation's capital improved their performance by statistically significant margins, as did those on the cusp of winning a large financial bonus, according to the study, published as a working paper last week by the Cambridge, Mass. - based National Bureau of Economic Research.