Sentences with phrase «equity account for»

Dave estimates that debt and preferred equity account for just 31 percent of the firm's capital.

But when it comes to risk, equities account for 85 % — far beyond the allocation.

U.S. equities accounted for 36 % of the total market capitalization of all equities markets worldwide on 10/21/14.

Maybe we can't all be millionaires but, even so, «for the typical family, home equity accounts for the bulk of their wealth,» agrees Frank Nothaft, chief economist at Freddie Mac.

Irda has also stipulated that the maximum loan amount that can be sanctioned under any Ulip will not exceed 40 per cent of the net asset value (NAV) in those products where equity accounts for more than 60 per cent of the total share, and 50 per cent of the NAV where debt instruments account for more than 60 per cent of the total share.

Not exact matches

By 2009, high - frequency trading accounted for 61 % of U.S. equities volume.

Cash equities revenues — which account for 2 % of overall CIB revenues, or $ 3.4 billion — are expected to decline 15 %, or $ 510 million.

«I wouldn't offer equity to anybody just for landing one big account, especially if all your eggs are in that basket,» he says.

Insist on tailored adjustments to account for risk and compensation materializing before bonuses are awarded and equity vests.

I'd have a plan for letting the account manager buy up to 10 % of the equity based on progress toward that goal.

According to a report published by Morningstar in 2015, U.S. equity index funds account for about 37 % of the total market share of mutual - fund assets, up from 26 % five years earlier.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

Most business owners forget to account for the fact that equity in a business grows as it gains market share and a loyal customer base, so make sure to account for the value of your business and its holdings as well.

Elevated debt levels from the acquisition, after accounting for the recent C$ 345 million equity issue, contribute to estimated pro forma leverage of about 3.5 x, which is high for the rating.

Jim is also an active trader of futures, equities, ETFs, and options for his own account.

The merger, which values SABMiller's equity at $ 104 billion, will bring together companies that currently account for one in every three beers drunk across the planet, creating a group that will be either no. 1 or no. 2 in virtually every major market in the world.

In the assessment of Mendy Kwestel, a partner and director of entrepreneurial service at accounting and management - consulting firm Grant Thornton LLP, in New York City, «there is a ton of money — so much liquidity throughout the marketplace — that there is now private - equity money available for companies at every stage of development.»

One radical change involved accounting: Leaders were required to factor in the cost of employee stock options and other equity compensation for their routine budgeting.

For 2013, Ares reports $ 306 million in net economic income, a metric favored by publicly - traded private equity firms that don't believe GAAP accounting best explains their financial performance.

The US saw the biggest increase in private equity transactions with a 52 percent rise in deals led by buyout funds, accounting for a total of $ 46.4 billion so far this year.

Spooked by a sudden 19 % plunge in the Shanghai Composite Index, regulators halted initial public offerings, suspended trading in shares accounting for 40 % of market capitalization, forced state - owned brokers to promise to buy stocks until the index reached a higher level, mobilized state - controlled funds to purchase equities, and promised unlimited support from the central bank.

$ 4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients.

Still, after accounting for the possibilities of some specific equities experiencing a disproportionate share of mini flash crashes, and variations in trading activity creating more opportunities for mini flash crashes to occur, the evidence continues to suggest that an abnormal level of instability could have been detected in the U.S. equity market during the test window on October 15, 2014.

The firm specializes in strategies such as credit hedge funds, long only funds and separate account, distressed - for - control private equity, collateralized loan obligations, mutual funds, closed - end funds, ETFs and non-traded products.

By the time that decade ended, price - to - earnings ratios were in the single digits — but you had little or nothing to show for buying cheap equities during the prior 15 years; and that's before accounting for very high inflation.

Listed under: Equity Compensation Accounting, Equity Compensation Administration, Equity Compensation Brokerage Services, Equity Compensation Plan Design, Valuation for Equity Compensation Companies, Workplace Communications, Software, Equity Plans in a Non-U.S. Country, Equity Plans for Multinationals

A customer can now get assistance for opening an account, get investment ideas in equity and mutual funds through Arya,» the company said in a statement.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

These accelerators would offer startup companies a place to sit, assistance with visas, and legal and accounting information, for a small portion of equity in the company.

Accounting rules are designed to give the best estimate of liquidation value for debt investors, not to measure the capital used to generate returns, which is what matters to equity investors.

Since shareholder's equity and accounting book value are the same thing, both ROE and P / B rely on this same accounting construct, making them both equally unhelpful for equity investors.

Listed under: Equity Compensation Accounting, Equity Compensation Administration, Equity Compensation Brokerage Services, Employee Participation, Software, Equity Plans in a Non-U.S. Country, Equity Plans for Multinationals

Accounting book value is meant to measure the potential assets available to investors in the event of liquidation, and that's simply not a very useful measurement for most equity investors.

Pursuant to applicable accounting principles, for financial statement reporting purposes we have historically recorded salary and bonus payments to our senior Carlyle professionals, including our named executive officers, as distributions in respect of their equity ownership interests and not as compensation expense.

Emerging economies account for a larger share of global GDP, corporate revenues, and profits than is reflected in the market capitalization of global equity markets.

Capital under management or assets under management refers to the commitments under management for all private equity funds managed by Providence and assets under management for all credit funds and separately managed accounts managed by Providence and its affiliates.

For instance, IBM (IBM) had $ 120 million in assets accounted for under the equity methFor instance, IBM (IBM) had $ 120 million in assets accounted for under the equity methfor under the equity method.

I want to invest, but I use my 401k and brokerage account for my equity exposure.

Accounting earnings are based on rules designed for debt investors, not equity investors.

NRF estimates that tax equity currently accounts for 40 - 50 % of the capital stack of a typical solar project, and notes that this portion will shrink, likely to be replaced with more debt.

A secured loan is an option for those with equity in property, vehicles or savings accounts that can be used as collateral for the loan.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

(2) Reflects 2015 Merger - related adjustments including the change to align Kraft to Kraft Heinz's accounting policy for postemployment benefit plans; incremental amortization resulting from the fair value adjustment of Kraft's definite - lived intangible assets; incremental compensation expense due to the fair value remeasurement of certain of Kraft's equity awards; and, certain deal costs related to the 2015 Merger.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

In our opinion, the accompanying Consolidated Balance Sheets and the related Consolidated Statements of Operations, Comprehensive Income (Loss), Redeemable Convertible Preferred Stock and Stockholders» Equity (Deficit), and Cash Flows present fairly, in all material respects, the financial position of Fitbit, Inc. and its subsidiaries at December 31, 2013 and December 31, 2014, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of America.

At Prudential she managed domestic and international equity operations for Prudential's general and institutional client accounts as well as its mutual funds, and Prudential's entry into emerging markets in Europe, Asia, and Latin America.

Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.