Sentences with phrase «equity holdings in»

ABP introduced an internal carbon budget for its asset managers in 2015, designed to reduce the CO2 footprint of its portfolio equity holdings by 25 per cent, as well as doubling its $ 29bn equity holdings in equities providing environmental and social solutions over the next five years.

Funds in the Emerging Markets Equity category must invest at least 90 % of their equity holdings in a broadly based portfolio of securities from emerging markets countries.

Funds in the North American Equity Category must invest at least 90 % of their equity holdings in securities domiciled in Canada and / or the United States but less than 50 % of their equity holdings in securities domiciled in Canada.

Funds in the European Equity category must invest at least 90 % of their equity holdings in a diversified portfolio of securities domiciled in 2 or more countries in Europe.

I've been considering shifting over my indexed ETF US equity holdings in my Smith Manoeuvre portfolio to these hedged funds.

For example, I have reasons for keeping half of my equity holdings in foreign equity, and for limiting my fixed income investing to short - term treasuries and TIPS.

Funds in the Canadian Focused Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Funds in the Real Estate Equity category must invest at least 90 % of their equity holdings in the Real Estate sector.

Funds with more than 5 % of equity holdings in Japanese equity securities are excluded from the category.

Funds in the Asia Pacific ex-Japan Equity category must invest at least 90 % of their equity holdings in securities domiciled in 2 or more countries in the Asia / Pacific Rim region.

Funds in the Canadian Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Funds in the Greater China Equity category must invest at least 90 % of their equity holdings in securities domiciled in China, Hong Kong or Taiwan.

A recent CNBC report noted that the average mutual fund investor in the U.S. has about 15 % of their equity holdings in international stocks.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Canada.

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshold.

Funds in the Precious Metals Equity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals sector.

Funds in the Health Care Equity category must invest at least 90 % of their equity holdings in the Health Care sector.

The equity holdings in the taxable and retirement accounts should provide their own inflation protection probably 2 - 3 times over because we don't withdraw any principal early on.

That's one of the reasons why Steiman says Canadians may want to put just 20 % to 40 % of their equity holdings in domestic stocks, and the rest in foreign equities.

That sounds more sophisticated than simply splitting your equity holdings in three, but there's no evidence it produces better results.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Canada.

By Claire Milhench (Reuters)- Investors raised their equity holdings in April from March's five - year lows, taking the view that the global stock market rally will continue as long as central banks maintain their loose monetary policies, a Reuters poll showed on Friday.

Singapore government owned investment firm Temasek Holdings will acquire a part of Info Edge (India) Ltd's equity holding in online...

For example, if you have a very high tolerance for risk — perhaps you have a spouse with a full pension so you're less concerned about stock market volatility — you might increase the level of equity you hold in your retirement savings.

help the consumer understand how a reverse mortgage may impact the equity they hold in their home.

Experts will argue forever on the correct allocation of your equities holdings that should be international, but a fairly common amount is 20 % of your equities holdings in non-US investments.

A simple example of our broken system is that advisors almost always charge a higher fee on equities held in a managed account than bonds.

Make sure you understand these projections and how changes in circumstances could change how much equity you hold in your home.

The state government under then - governor Beverly Perdue (D) was «helping» by preparing a website that showed all property that would be under water by the year 2100, deep - sixing the equity held in many beach houses.

While this is a heart - warming story in many respects, the potential for equity held in the property to be divided in a way that is unfair on one joint owner and their benevolent families is a real one — and a risk families and their loved ones need to take seriously at the point of purchase, when legal protection by way of declarations of trust can be put in place easily.

Not exact matches

In 2015, less than a year after retiring as CEO of convenience store giant Alimentation Couche - Tard, the executive chairman, along with his three co-founders, put forward a resolution to extend their time - limited voting control — the group holds 22 % of the company's equity — to ward off any future takeover attempts.

Holding a Ph.D. in information systems, Smith's mother worked in academia before starting a paper - craft company, which she later sold to a private equity firm.

Specifically, this legislation truly democratizes the access to capital for entrepreneurs by eliminating the last few major limitations in holding entrepreneurs back from using these important new regulations,» said Ron Miller, CEO of equity crowdfunding platform Start Engine Crowdfunding, in an email to Entrepreneur.

The Special Item for the quarter ended March 31, 2018 represents a gain recognized from the re-measurement of our previously held equity interest at fair value upon acquisition, as described in the accompanying notes.

So that means investors who use a target - date fund as the basis of their 401 (k) portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private equity.

The plan will wipe out more than $ 200 million in bonds held by the retailer in exchange for equity interests.

Nine West Holdings - which owns a number of brands, including Nine West, Anne Klein, Gloria Vanderbilt, and Bandolino - is one of the retailers in the portfolio of private equity firm Sycamore Partners.

• Stoic Holdings, a Denver - based lower - middle market private equity firm, acquired Arctic Industries, a Miami - based walk - in cooler manufacturer.

• Caltius Equity Partners sold its stake in DHR Services Holdings, a Phoenix, Ariz. - bases human resource services provider, to Oasis Outsourcing.

The bank added that if high inflation expectations and the global growth environment continues, equities should hold up despite the rise in yields.

While Lunar Design is ahead of the curve in thinking about how to supplant cash with the exponential possibilities of holding equity, it is far from alone.

• Blackstone Strategic Capital Holdings will acquire a 15 % stake in Leonard Green & Partners, a Los Angeles, Calif. - based private equity firm, according to Bloomberg.

For the bull detox to truly take hold, credit spreads will have to widen significantly, which could in turn signal a «decisive crack» in equities, he argues.

Avista Capital Partners has formed a new company to fund a portion of the equity required to design and build three 50,000 deadweight ton product carriers, which Seacor Holdings (NYSE: CKH) has contracted to build at General Dynamic's National Steel and Shipbuilding Co. shipyard in San Diego.

I'd hold an additional 10 % of the equity in reserve for new employees who come in later.

In 50 % of the cases, private equity owners wind up changing out the CEO during the course of the holding period.

LONDON, Jan 31 (Reuters)- Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

The fund, called the Blackstone Core Equity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyEquity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyequity firms usually have.

LONDON, Jan 31 - Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

Sawiris, who operates international carrier Orascom Telecom Holding, owns a 65 % equity stake in Wind.