Sentences with phrase «credit quality of the investments»

There would be less need to constrain maturity and credit quality of the investments in the MMFs so tightly.

Recent events have highlighted the importance of the credit quality of investment holdings.

The credit quality of the investments in the Fund's portfolio does not apply to the stability or safety of the Fund.

«Now in debt funds, there are 2 things that determine their function — interest rate and credit quality of the investments.

Not exact matches

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

Achievement of these goals was considered by the HRC as very challenging, even aggressive, given the expected modest economic growth for 2007 for the financial services industry, the impact and duration of the on - going flat / inverted yield curve (meaning short - term interest rates that are virtually equal to or exceed long - term interest rates, thus lowering profit margins for financial services companies that borrow cash at short - term rates and lend at long - term rates), potentially higher credit losses, fewer available high - quality, high - yielding loans and investment opportunities, and a consumer shift from non-interest to interest - bearing deposits.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

Another way is to boost yield is to relax credit quality a little by opting for investment grade corporate bonds instead of triple - A government treasuries.

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

In pursuance of the Union Budget 2018 announcement, the board also cleared a proposal on changing the investment grade rating from AA to A for corporate bonds, which would boost investment scope while ensuring credit quality.

Should our credit markets — already the most highly leveraged of all time — continue to suffer from deteriorating credit quality, our expectation is that FCN will continue to show its investment merits.

Credit Quality is one of the principal criteria for judging the investment quality of a bond or bond mutuaQuality is one of the principal criteria for judging the investment quality of a bond or bond mutuaquality of a bond or bond mutual fund.

Now, there is nothing wrong with stock buybacks and dividends per se, and indeed they can contribute to a very sensible corporate capital allocation strategy, but should this use of capital crowd out long - term capital expenditure (investment) in a firm's core business, or begin to threaten its credit quality, then it can become concerning.

Ratings by S&P, Moody's, and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

The integrated housing and community renewal agencies of HCR worked together to provide $ 2.2 million from the Homes for Working Families Program and sufficient Low Income Housing Tax Credits to leverage $ 18.9 million in private investment, which makes it possible for Astoria seniors to live comfortably, affordably, and independently in a place that enhances quality of life throughout the entire community.»

Such investments, however, are made by school districts characterized by a wide distribution of credit profiles and quality of existing infrastructure, attributes that vary widely by district urbanicity and student socioeconomic traits.

In general, bonds are divided into two broad levels of credit quality — investment grade (IG) and high yield (HY).

«Many investors are interested in high credit quality bonds, but the supply of AAA - rated corporate debt in the U.S. is very limited,» said Michael L. Sapir, Chairman and CEO of ProShare Advisors LLC, ProShares» investment advisor.

Two of the largest risks are that the average credit quality of bonds in this sector is well below investment grade and the heavy issuance of zero coupon bonds creates a sector that has one of the longest durations in the municipal bond market.

Adding a high quality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market seQuality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sequality which may mitigate the impact of a market sell off.

Interest rates in these countries are at least 4 % higher than in the U.S. or Europe and the credit quality of most of these countries is investment grade, plus the holdings of the larger ETFs are so widely distributed that unless one had a major financial crisis, similar to the Asian crisis in 1995 or the financial meltdown in 2008, one's investment should weather most isolated storms.

Although the fund only buys high - quality investments, investments backed by a letter of credit have the risk that the provider of the letter of credit will not be able to fulfill its obligations to the issuer.

To mitigate the risk of the company going bankrupt, risk - averse investors will typically purchase high credit - quality investment grade bonds with AAA or AA ratings.

As we mentioned in a previous shareholder letter, Jason Zweig, the noted Wall Street Journal columnist and author of Your Money and Your Brain (2007), credited much of the investment success of value investors such as Warren Buffett (Trades, Portfolio) and Benjamin Graham to being «inversely emotional,» i.e., sharing a quality that goes beyond calm, «a certain imperturbability or implacability.»

This flight to quality movement also impacted credit spreads, which widened for both investment grade and high yield corporate bonds, negatively impacting the returns of bonds in those sectors.

While the two main categories of funds are those that provide taxable or tax - exempt income to investors, bond funds also vary based on maturity (short - term, long - term), type of issuer (municipal, corporate, etc.), strategy, investment objective and credit quality.

These are bonds paying a high rate of interest because the issuers are of lesser credit quality than government and investment - grade corporate bonds.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

Therefore, Cerulli says, within the context of high - quality fixed - income portfolios, insurers will «generally try to add credit risk on the margin, taking advantage of an individual credit falling a notch or two either within the investment - grade universe, or into the upper reaches of high - yield / non-investment-grade spectrum.»

Suppose you own a corporate bond rated BBB (lower - investment - grade quality) that is yielding 7.00 % and you find a triple - A-rated (higher - investment - grade quality) corporate bond that is yielding 6.70 %.1 You could swap into the superior - credit, triple - A-rated bond by sacrificing only 30 basis points (one basis point is 1 / 100th of one percent, or.01 %).

TAVF restricts its investments in credit instruments to issues containing strong protective covenants; where the prospects of a money default are remote, where the Fund would fare at least okay in the subsequent reorganization in the event of a money default; and where the cash return appears to be at least 500 basis points better than can otherwise be obtained from a credit of comparable quality.

Those with long - term investment horizons can benefit by gaining exposure to bond strategies that allocate to countries on the basis of debt - servicing economic resources rather than debt issuance, effectively raising the relative credit quality of holdings.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

I sold my entire year's quota in the next six months, and the investment department upgraded the credit quality of the portfolio as rates rose.

Risk Considerations: Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer - specific, or other conditions.

Seeks to generate higher levels of income by having the flexibility to invest a portion of the portfolio in lower credit quality investment - grade bonds2

The inclusion of lower credit quality investment grade bonds may introduce additional risk for the portfolio.

Investments are restricted to fixed - income securities with an average credit quality rating of double - A and minimum credit quality rating of investment grade.

We have concluded that no other - than - temporary impairment losses occurred for the auction rate securities that began to fail to settle in fourth quarter of fiscal 2008 because we believe that the decline in fair value is due to general market conditions, these investments are of high credit quality, and we have the intent and ability to hold these investments until the anticipated recovery in fair value occurs.

Add in the housing bubble, lousy credit quality in high yield issuance 2004 - 2008, mismarking of derivative books at investment banks, the troubles with CDOs, and growing problems in commercial real estate, and you have the main elements of the current financial crisis.

I can't support buying such credit quality impaired investments under the rubric of «Buy the Losers.»

The fund seeks to provide total return through a combination of current income and capital appreciation by investing at least 80 % of its net assets in bonds and investments that provide exposure to bonds, including global debt obligations of any credit quality, maturity or duration, and derivatives.

Equity Real Estate Investment Trusts (REITs) may be affected by changes in the value of the underlying property owned by the trust, while mortgage REITs may be affected by the quality of any credit extended.

These institutions will continue to be credit quality conscious first and foremost, as will individual holders of investment grade, tax - free, municipal obligations.

Diversification of don investments is done by purchasing bonds with different maturities, credit qualities, industries and countries.

Because of their typically attractive yields and investment - grade credit ratings, fixed - rate capital securities can help investors achieve enhanced returns without sacrificing credit quality.

Filed Under: Daily Investing Tip Tagged With: daily investing tip, growth companies, growth stocks, high quality growth, Investing, Investment 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.

In addition to the normal risks associated with fixed income securities discussed elsewhere in this SAI and the fund's prospectus (e.g., interest rate risk and default risk), CDOs carry additional risks including, but not limited to: (i) the possibility that distributions from collateral securities will not be adequate to make interest or other payments; (ii) the quality of the collateral may decline in value or default; (iii) the fund may invest in CDOs that are subordinate to other classes; (iv) the complex structure of the security may not be fully understood at the time of investment and may produce disputes with the issuer or unexpected investment results; and (v) credit ratings by major credit rating agencies may be no indication of the creditworthiness of the security.

«The New Markets Tax Credit Program has a proven track record of spurring investment, expanding opportunity, and improving the quality of life in communities that need it most.

PROFILE Operations Executive in the financial industry with proven leadership skills and expertise in refining credit quality, returns on investments and capital, cross-marketing, facilitating business growth, and analysis of risk - adjusted returns on consumer, mortgage, and commercial lending.