Sentences with phrase «certain percentage of your assets»

This will be added to a certain percentage of your assets (more on assets below) and converted into an amount that the government says you can afford to pay.

However, a certain percentage of these assets are not deemed to be investment grade (in the investment class of A or better), which in turn, can make the insurer ratings agencies a bit more leery about the company's overall financial strength in the event of a downward moving market.

Not exact matches

«Banks will value your asset below what you think the value should be, and then they will only lend up to a certain percentage of the value of the asset.»

Payments under our Amended and Restated Advisory Agreement in each reporting period consist of (i) an asset management fee equal to a percentage of the value of our gross assets, as defined in the agreement, and (ii) the reimbursement of certain expenses.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

A good start is to begin investing a certain amount or percentage of assets each month, Thomas noted.

DCV is the current value of the asset, based on an appraisal or an estimate of its fair market value, discounted by a certain percentage.

This particularly affects financial institutions, as they are required to hold a certain percentage of total capital in Tier 1 assets.

RRIF investors are required to withdraw a certain percentage of their accounts each year, which usually requires them to sell some of their assets.

Customers with a lower risk tolerance are advised to hold a certain percentage of their portfolio in cash since investment in interest - bearing assets (e.g. bonds) is not allowed under Islamic law.

A measure of the expenses, calculated as a percentage of average net assets, associated with operating the fund that reflects reimbursement of a portion of certain fund expenses by the fund's adviser as described in the prospectus.

Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.

So fee - only can refer to someone who is «fee - based» or «asset - based» — that is, someone who charges a set annual fee that is a certain percentage of the client portfolio.

While we can only hope the the credit crunch, financial markets crash, recession, and near depression of 2008 and 2009, is an aberation and not the new normal, it is instructive to look at a few data points to see what happened to the apparent asset allocation percentages at certain points during this crisis.

If a restriction on the Fund's investments is adhered to at the time an investment is made, a subsequent change in the percentage of Fund assets invested in certain securities or other instruments of the Fund's investment portfolio, resulting from changes in the value of the Fund's total assets, will not be considered a violation of the restriction; provided, however, that the asset coverage requirement applicable to borrowings shall be maintained in the manner contemplated by applicable law.

As certain kinds of assets (like stocks or bonds) perform better or worse than others, your target allocation (the percentage mix of various investments that you've chosen) will get out of whack.

So asset allocation says you always keep your allocation at a certain percentage (perhaps adjusting for age) and as one asset class over performs you will sell some of it to buy the under performing asset class to get back to your expected ratios.

Insurance premium is fixed for any asset based on assumption that certain percentage of customers will file for claims.

In addition, your ownership typically has a debt like component where you as the investor are paid a certain percentage before the sponsor gets anything even though they own part of the asset.