Sentences with phrase «basis of the specific assets»

Not exact matches

Gilead bases its estimates on historical experience and on various other market specific and other relevant assumptions that it believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources.
Banks generally underwrite loans based upon the value of specific assets and attach liens to those specific assets to secure a small business loan.
Banks prefer to write loans based on the value of specific assets and take liens on those specific assets.
1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.
^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.
Hedging / Fencing — Essentially, this is when you alter or change your method of investment towards a specific asset to apply risk - reduction based on previous loss or gains.
Specific debt - to - income requirements vary based on a range of criteria including loan - to - value ratio, assets used to qualify for the loan and credit history but typically a successful applicant will have a total debt - to - income ratio (including the proposed loan payment) below 43 % of monthly gross income.
Specific credit requirements vary based on a range of criteria including loan - to - value, debt - to - income ratios and assets used to qualify for the loan.
A hard money loan is a specific type of asset - based financing where a borrower receives funds secured by equity in real estate.
I'm going to have at least five years of fixed income sources or maybe seven years or 10 years,» really depending on the person, and what their overall asset base looks like and so on and so forth it's very specific to that individual.
Based on your specific situation, your lender is in the best position to answer this question, but at a minimum you will need your current mortgage information and evidence of your assets and income.
Their returns are based on small cap and value companies that are specific to the DFA method of identifying those important asset classes.
A pre-approval letter is the real deal, a statement from a lender that you qualify for a specific mortgage amount based on an underwriter's review of all of your financial information: credit report, pay stubs, bank statement, salary, assets, and obligations.
The asset mix of an insurance company's investment portfolio varies over time based on different influences, including both macroeconomic and industry - specific factors.
The State Life Insurance Company focuses on a specific niche in the world of life insurance, particularly asset - based long - term care products.
IB Asset Management replicates the trading in these brokerage accounts in the accounts of clients investing in each specific Asset Allocation portfolio in order to implement its replication - based investment process; and
ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.
ETFs are now a global product tracking the performance of broad - based equity indices, sector specific indexes and other asset classes such as fixed income, metals and commodities.
So, for example, if you want help for a specific issue — say, deciding where to invest an IRA rollover or deciding when to take Social Security — as opposed to ongoing advice, you could always hire a financial planner willing to work for a flat fee or on an hourly basis rather than paying a percentage of assets each year.
: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.
But instead of holding a basket of physical assets such as stocks or bonds, an ETN is simply a note that promises to pay investors a return based on the performance of a specific index or other benchmark.
Simulated index data is based on a combination of performance of widely used total return asset class - specific indexes and subjective judgement taking into account the current economic environment.
Your asset allocation strategy is based on specific objectives for investment return consistent with your acceptable level of risk.
This popular knee - jerk comment is a good marketing strategy if you are trying to convert annuity assets to a fee - based platform and is an easy response for advisers not interested recommending specific annuity types in lieu of their master of the universe market growth strategies.
Returning to asset managers, % of AUM is the key absolute valuation metric, and I believe Price / Sales (based on operating profit margins) is the best stock specific valuation ratio.
For plans with large underfunding amounts (that is, greater than $ 20 million of the plan's benefits are neither guaranteed nor funded by plan assets), the amount available for distribution under 4022 (c) is based on PBGC's recoveries, if any, specific to the plan.
With each of these assets, you receive a specific payment that is based on a calculation from insurance underwriters that takes into account how long you and other individuals in their pools are expected to live.
Regardless of what price a cryptocurrency fetches in today's market, it could take years to realize the true value of specific blockchain - based assets.
Prior to the launch of eDev.one, various asset exchanges will have been offered to list the reputation based JOYY token with a specific amount of tokens, including Ethereum, Waves, NXT, Counterparty, OMNI, NEM, and HEAT.
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
A hard money loan is a specific type of asset - based financing where a borrower receives funds secured by equity in real estate.
A hard money loan is a specific type of asset - based loan financing through which a borrower receives funds secured by real property.
A hard money loan is a specific type of asset - based mortgage financing through which a Canadian Real Estate Investors receives money secured by the value of Canadian real estate investment property.
Asset Grade in Market (AGM) A specific property's asset class grade based on effective rent, compared to the effective rent of the entire market in which it is locAsset Grade in Market (AGM) A specific property's asset class grade based on effective rent, compared to the effective rent of the entire market in which it is locasset class grade based on effective rent, compared to the effective rent of the entire market in which it is located.
Asset Grade in Submarket (AGS) A specific property's grade (or class) based on effective rent compared to the effective rent of its submarket.
Portfolio Asset and Market Evaluation: Evaluation of a portfolio or individual assets based on client specific parameters
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