Sentences with phrase «called the management expense»

If you own a mutual fund, index fund or exchange traded fund (ETF) then you pay a fee called the management expense ratio (MER) or «expense ratio».
The ongoing cost of owning an index fund or an ETF is reflected in something called the management expense ratio or MER.
It's called a management expense ratio, or MER.
Now take a peek at this chart for another perspective, and see how much pie is gluttonized (new financial word) by one single mutual fund fee, called the Management Expense Ratio (MER).

Not exact matches

MTS's telecommunications business is focused on innovative products and services for enterprises in the area of telecom expense management (TEM) and Call Accounting.
• Calero Software, a portfolio company of Riverside Partners, acquired Comview Corporation, a Huntington Station, N.Y. - based specialty telecom expense management, call accounting and usage management software and services provider.
«Cyber insurance policies started to evolve to pick up those expenses, as well as providing what I call «crisis management coverage» — helping companies deal with the moving parts of dealing with a breach.»
Last call for miscellaneous itemized deductions: This is the last year you can deduct such items as tax prep fees, investment management fees and unreimbursed employee expenses.
Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed
Mutual fund fees consist of sales charges and internal management fees called expense ratios.
Indeed, since each of the ETFs in the portfolio has its own management expense, the additional management expense of this fund could be called «fee pyramiding» — increasing the total cost burden on each of your investment dollars.
Most mutual funds charge a fee called an «expense ratio» (or management expense ratio).
Under the Investment Management Agreements, the Manager is responsible for paying all of the Funds» expenses including expenses for the following services: transfer agency, fund accounting, fund administration, custody, legal, audit, compliance, directors» fees, call center, fulfillment, travel, insurance, rent, printing, postage, and other office supplies, except for commissions, brokerage fees, and other transaction costs, taxes, interest, litigation expenses, and related expenses, and other extraordinary expenses.
Let me educate you: RESP's in Canada include 60 + providers, most of which are banks and financial institutions (life insurance & investment companies) the majority of which will invest your savings into mutual funds — there are no guarantees with these, your principal could be lost and your grant too & if your child doesn't pursue post-secondary education, you would have to pay the government grant back out of your own pocket — also the fees associated with these are called MER's (management expense ratios) which compund over time and will usually eat up as much as 1/3 of your investment.
On top of the low price management, investors need to watch out for expensive investing fees called expense ratios.
In addition to the money management tools, it comes with a feature called «Instapay,» which allows Walmart employees to access their pay early when they run out of cash or «when unexpected expenses occur,» said Walmart in a press release.
This fee is called an expense ratio, and it pays for the management of the fund.
Spendless Expense Tracker is a colorful, collaborative app that brings together multiple accounts (called wallets) to track expenses and budget family finances, so everyone synced up can join in on the household's money management and be mindful of expenses.
• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers
Summary of Responsibilities Ensure the daily operation of the office, including coordination and supervision of cleaning, plant care, and other maintenance services Order general office supplies, stationary and office equipment Organize any issues related to representation, orienting guests, ordering supplies for presentations, catering Assist in liaison with the landlord of office building, with service providers Assist in liaison with external IT service provider, handle lower level IT issues in the office (printer, webcam etc.), coordinate with the IT team in Budapest Handle incoming and outgoing mails, liaise with Fedex / UPS / USPS Assist in coordination and preparation for meetings and conference calls, including arrangement of logistics, meeting space, communications and catering Assist in arranging and confirming local, domestic and complex international travel for team members and ensuring effective use of time and resources Assist the HR team with new employee work station set up Assist, order, prepare marketing correspondence Prepare and submit expense reports Maintain filing structure for both hard copy and electronic files Qualifications Bachelor's or Master's degree Minimum of 3 years of experience Computer proficiency with MS Office, heavy Outlook knowledge Driver's license Key competencies Strong organizational, project and time management skills; detail - oriented Strong sense of urgency and efficiency in completing work Ability to take self - initiative and be proactive Ability to recognize and appropriately handle highly sensitive and confidential material and information Ability to multi-task and prioritize workload Excellent verbal and written communication skills Team player Ability to work with minimum of supervision Flexible and open to changing priorities We are an Equal Opportunity Employer.
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Full Service technician on Hughes Net, all Dell products, Apple, Lexmark, Sony, IBM, Cannon, Honeywell, EDS Provide great customer service by up holding company values Assign calls to all (9) Memphis techs on a daily basis and help with training issues such as call management Complete payroll, territory management, and expense report approval when supervisor is away.
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
You left a bunch of expenses out — real estate tax, maintenance (should be at least $ 300 per month on a 5 unit considering landscaping, pest management, emergency calls, unit turnover, etc...).
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