Sentences with phrase «capital asset reviews»

Over the last ten years, we have performed over 250 capital asset reviews for large public and private companies with operations across Canada.

Please contact one of our professionals across Canada to learn more about Capital Asset Review and its application to your company.

Not exact matches

Every year, a quantitative group within Franklin Templeton Multi-Asset Solutions reviews the data and themes driving capital markets in order to build asset return expectations for different asset classes for the next five to 10 years.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Based on their financial positions as of end - 2013, the asset quality review and the stress test revealed an aggregate capital shortfall of $ 25 billion at 25 of the 130 participating institutions.

• Never invest the entirety of your capital at once • Review the dynamics of your trading asset prior to investing • Exercise the strategy by investing only 5 to 10 percent of your equity per placement

Catherine is a co-founder of the Vancouver chapter of Women in Capital Markets, is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University, and sits on the SFU Business Dean's Advisory Board.

As I wrote in my Personal Capital review after sitting down with CEO Bill Harris for 1.5 hours, I think the business model of leveraging technology to gather and manage assets is a no brainer.

I have reviewed already 2 of them, «Capital Returns» from Marathon Asset Managament and «Simple but not easy» from Oldfield Partners.

I expect you have all reviewed Basel III and know that it has redefined capital and risk assets, the effect of which is to turn swans into ugly ducklings.

Then in 2013, the Department of Energy (DOE) argued in its budget request for the following year that U.S. ITER was not a «capital asset» and therefore did not have to go through the usual DOE review process for large construction projects — which requires a performance baseline.

Inverness Research reviewed CSTP's mission and role, illuminated key features of its design and functions, and examined the value of the assets - or «educational capital» - that CSTP generates for Washington education.

Moneycone @ Money Cone writes 10 Questions You Must Answer To Stay On Top Of Your Portfolio — A review of Personal Capital and how it can help an investor manage his assets.

RBC Capital Markets and Pacific Growth Equities LLC have been engaged to oversee the review of merger and acquisition opportunities and assist in monetizing the company's AV411 assets, as outlined in the recent Open Letter to Shareholders.

Investment Analysis: As requested by state insurance regulators, the Capital Markets Bureau provides a number of services --(1) Preliminary Investment Analysis and detailed Investment Analysis Reports; (2) Detailed Asset Reviews; (3) Derivatives Use Plan Reviews; and (4) On - Site Examination Support.

To better guide you, a loan officer would need to know, the price range of the home, a review of your credit reportand debts, as well as additional assets, if any, outside of your working capital of $ 5,000.00, length of employment, etc..

Filed Under: Investing Tagged With: Asset Allocation, Diversification, Investment Management, Personal Capital, Portfolio, Portfolio Allocation, Rebalancing Investments, Your Portfolio Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Investments, Personal Capital Tagged With: Asset Allocation, Gold, Mint, Oil, Personal Capital, Portfolio Review, Real Estate, Tactical Sector Weighting

Steve's practice includes private placements and other sales and purchases of debt or equity securities; mergers, asset acquisitions and sales; formation and representation of private equity funds, venture capital funds and hedge funds; entity selection and formation (including drafting complex limited liability company and partnership agreements and corporate charters having multiple classes of common and preferred stock); and general contract review.

He stated that the authority is watching the cryptocurrency market carefully by «reviewing relevant regulations and guidelines to facilitate functional and effective use cases of digital assets in the capital market.»

Assessed company financial status by analyzing liquidity, capital assets, reviewing transactions and conducting financial projections

Provide reviews of Utah Legal Code for Deficiencies and Recommended Legislation for Economic Growth based on the Utah Venture Capital Enhancement Act of 2009 and the Utah Legal Tender Act of 2011 in relation to the use of asset - backed loyalty incentives that would increase in value over time.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Piper Capital Management (Minneapolis, MN) 1997 — 1998 Advisory Account Administrator • Reconcile mutual funds and privately manage assets using portfolio accounting system • Review and research portfolio performance authoring reports for senior leadership • Monitor trade settlement dates and bond coupon payments • Train new employees and offer guidance to clients and portfolio managers

Deerfield Capital Management (Rosemont, IL) 11/2006 — 8/2007 Hedge Fund Accountant • Reconciled portfolio holdings and trade activity for various types of assets • Validated redemptions, interest / dividend receipts and payments, and subscription wires • Oversaw and reviewed reconciliation activities of accounting clerks and associates • Prepared GAAP complaint financial statements for various portfolios • Resolved financial report discrepancies with internal departments and external clientele • Maintained customer financial documents ensuring accurate recordkeeping

Equitable Capital Management Corp., Location Vice President 1992 — 1993 Assistant Vice President 1991 — 1992 Accountable for advising defined benefit clients on asset allocation issues through a proprietary asset allocation system and orchestrated client investment reviews of a broad range of equity and fixed - income investment disciplines.

Christopher Stai, managing director at Brown Gibbons, says among other trends, provider - based clients are conducting strategic reviews and looking closely at monetizing both core and non-core assets, transferring ownership and valuation risk, and redeploying capital towards growth opportunities and other core areas of their business, while maintaining a degree of control over the assets.

American Capital came under activist pressure in November when Elliott Management Corp. unveiled an 8.4 percent stake in the asset manager, calling for new directors, a strategic review, cost cuts and a review of its portfolio and capital alloCapital came under activist pressure in November when Elliott Management Corp. unveiled an 8.4 percent stake in the asset manager, calling for new directors, a strategic review, cost cuts and a review of its portfolio and capital allocapital allocation.