Sentences with phrase «charge over a portfolio»

Liquidity is an underrated factor for investors who have charge over portfolios that have a long - term stable funding base.

9.30 am: I am working on a complex legal charge over a portfolio of properties (both commercial and residential) with Ben Wheeler, an associate in our real estate team.

Not exact matches

GE said Tuesday after a review of its GE Capital insurance portfolio that it will take a $ 6.2 billion after - tax charge for the fourth quarter of 2017 and expects to contribute $ 15 billion over the next seven years to shore up the portfolio's reserves.

BOSTON — January 16, 2018 — GE (NYSE: GE) announced today that the comprehensive review and reserve testing for GE Capital's run - off insurance portfolio, North American Life & Health (NALH), will result in an after - tax GAAP charge of $ 6.2 billion for the fourth quarter of 2017, and GE Capital expects to make statutory reserve contributions of ~ $ 15 billion over seven years.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

GE said in January that it would boost reserves by about $ 15 billion over seven years and take a $ 6.2 billion charge against the fourth quarter following a review and reserve testing for GE Capital's run - off insurance portfolio.

During his 26 years in charge, he has presided over the organic growth of the company from a # 10 million multihead weigher supplier to a # 120 million integrated packing line equipment business, with a portfolio of machinery which now also includes checkweighers, snacks bagmakers, tray sealers, X-ray inspection systems, seal testers and robotic pick - and - place systems, He also established a manufacturing base for Ishida in the UK, as well as subsidiary offices in France, Germany, Switzerland, the Netherlands, Middle East, Russia, Czech Republic, Romania and South Africa.

We offer lower commissions, no ticket charges; no minimums; no technology, software, platform, or reporting fees; and low financing rates, with higher loan values on portfolio margin accounts over $ 100K.

If your brokerage charges $ 30 per trade and you invest a lump - sum once every year and you ignore any foreign currency conversion charges and no fees are charged for selling, the thumb rule indicates that when the portfolio is over $ 51,000, it makes sense to switch the Sleepy Mini holdings to ETFs.

When investment advisors charge a percent of assets fee — and these fees typically exceed 1 % per year unless you have over a million dollars to invest and can get a reduced percentage — you want that to work hard to grow your investment portfolio.

Further, the net annual distributions per unit may decrease over time because a portion of the securities included in the portfolio will be sold to pay for organization costs, deferred sales charges, the creation and development fee and other regular fees and expenses during the life of the portfolio.

You may well find that you have to work unpaid at the start — but, over time, as your portfolio and relationships with clients grow, you may be able to begin charging for your work.