Sentences with phrase «determined by the investment company»

If you are a small investor, you can choose to invest in a hedge fund provided you meet certain criteria determined by the Investment Company Act in the United States of America according to which:

Not exact matches

By determining what products or services customers might want in the future, companies can better decide which technologies are worth their investment.

That's a departure from a traditional initial public offering in which a company and a few select investors first sell a limited amount of stock at a starting price determined by investment bankers who spend weeks gauging investor demand.

By determining upfront whether an employee investment in terms of bonuses or raises makes sense for your business, you can decide how best to boost your company's profits and make a real impact on the economy.

A closer examination of the interest rates and service fees charged by these companies helped determine to what extent these investments are effectively building tools for underserved consumers who have few alternatives.

You (the annuity owner) make a lump - sum payment or a series of premium payments to an annuity issuer (the insurance company), which will accumulate earnings at a fixed interest rate (a fixed annuity) or a variable rate determined by the growth (or losses) in investment options known as subaccounts (a variable annuity).

Whereas whole life insurance provides fixed rates of return on the account value, at rates determined by the insurance company, variable life insurance provides the policyholder with investment discretion over the account value portion of the policy.

One might approach an investment in McDonald's (MCD) by looking through the company's financial statements and model out its future projected revenues and expenses as part of a discounted cash flow approach to determine a fair value price per share.

Mutual funds are typically purchased from and sold back to the investment company and priced at the end of the trading day, with the price determined by the net asset value (NAV) of the underlying securities.

Thus, as the investor in a private placement life insurance policy, you get to determine your desired investments from a list pre-selected from the insurance company that is much broader than what is offered by conventional polices.

To determine which companies merit more thorough analysis by our investment team, we read through the earnings releases and the conference call transcripts of the companies we've found in the initial screening.

Over the past several months I have been pushing myself extremely hard, too hard as it turns out, to try to get as good as possible as fast as possible at evaluating, valuing, and analyzing companies to determine if they are a good investment, in the hopes of either opening my own firm, or getting noticed by a value investing firm and paid for my research.

This option aims to screen out companies that don't meet environmental, social and governance standards determined by an investment manager.

2 — Take no risk at all, since the outcome of my net worth will largely be determined by the larger investments in my company, farmland, private investments etc..

Utilities and energy companies are realizing that coal is an increasingly bad investment — that was definitely the case with Brayton Point, which had just been purchased by new owners who quickly determined that keeping the plant running didn't make economic sense.

These charges would subsidize risky capital investments in the Company's coal assets — several of which have been determined by other owners to have value and be unreliable.

You must carefully examine the balance sheet of an S - Corporation to determine if there have been any substantial capital contributions to the company (otherwise known as investments in the company — which could be considered marital property) by one of the parties to a divorce.

The determination of the cash value, both the base amount and the applicable surrender charge, in the contract can be explicit by determining the value for each surrender date (guaranteed cash values), by referring to the value of specific investments or subject to the discretion of the insurance company, which is often executed to bring cash values in line with values of the investments of the insurance company.

The amount of invested capital and types of investments — Reviewed by AM Best when determining their financial rating for the insurance company.

Whereas whole life insurance provides fixed rates of return on the account value, at rates determined by the insurance company, variable life insurance provides the policyholder with investment discretion over the account value portion of the policy.

But, these gains would still be determined by the investment performance of an insurance company, so the industry went a step further.

Many may uttered a cynical «yeah, right» when Jeff Bezos unveiled his plan for a delivery drone in 2013, but subsequent test flights of the Prime Air machine, heavy investment in drone - focused R&D centers, partnerships with NASA and others to build an air traffic control system for drones, and even appearances by Amazon executives in front of congressional committees show that the company isn't just serious about flying books and other small items to customers, but utterly determined to see the plan through.

• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in developing their investment strategies by explaining concepts such as carry - over trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks • Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems