Sentences with phrase «equity income investment»

If you don't need the money immediately I suggest some of the large equity income Investment trusts would be a good way of beating inflation Lowland and City of London are two that come to mind.

As leader of the Equity Income investment team, he develops and implements policy, strategy, and security selection.

Not exact matches

It's worth noting that private equity funds are also becoming more available through registered investments advisors to accredited investors: those with $ 200,000 in income for the past two years or $ 1 million in net worth.

Net investment income fell 1 percent to $ 603 million, due to lower private equity returns compared with a year earlier, the company said.

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

By that, I mean real estate — both debt and equity — but also everything ranging from agricultural investment, infrastructure debt, and other real assets that are generating both income and capital gains.

Equities return the most over time, but their holders have to go through more duress than investment grade fixed income, for example.

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.

While it depends on your investment preferences and constraints, a «normally - weighted» balanced portfolio typically has a standard allocation of 10/40/50, which is 10 % cash, 40 % fixed income securities, and 50 % equities.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

Adjusted Net Income is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring proIncome is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring proincome excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring proincome) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring proincome), net, and (v) other specifically identified costs associated with non-recurring projects.

Private equity investing can be a tremendous source of passive income with the right investments.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

In summary, debt investments can provide investors with current income and security not afforded to equity investors.

The Fund seeks both current income and capital appreciation by investing primarily in below investment grade debt and equity with the ability to hedge risk.

My venture debt investment consists of all new money I've saved over the past year and a half and represents roughly 15 % of all equity and fixed income investments and 3 % of my overall net worth.

When building the BlackRock Managed Index Portfolios, the investment team moves beyond traditional static asset allocation, incorporating asset allocation of equities, fixed income and non-traditional exposures.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iincome in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable incomeincome.

We also complement our equity and fixed income investments with the selective use of the covered call option strategy to further enhance returns.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

The strategic portion of the portfolio is approximately 60 % of the total portfolio and is designed to hold core equity and fixed income investments.

My question is, our financial adviser advised against contributing more than what my husband's company will match in his 401K because they only match $ 900 / year and the investment options are very basic — Bond (Fixed Income) or Large Cap (equities).

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

The risk oversight responsibilities of the Finance Committee include oversight of market, interest rate, liquidity and funding risks, as well as equity exposure and fixed income investments.

This is why I urge everybody to build income producing assets, acquire rental property, start your own website, take advantage of real estate crowdsourcing investments, build a dividend equity portfolio and hold on to these assets for as long as possible.

We achieve this by focusing on equities and fixed income investments that trade in North America, and by sticking to our «Disciplined Dividend Growth» investing approach.

IBM bundles the income from these unconsolidated subsidiaries into «other income», so we have no way of knowing the amount of money IBM made from their equity method investments.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

«Absent material equity valuation improvements for Ares and KKR, we expect further conversions of Fitch - rated alternative investment managers to be decreasingly likely, given that the remaining managers generally have more incentive income which would not benefit from the lower tax rate,» said Meghan Neenan, head of North American Non-Bank Financial Institutions at Fitch.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

In January 2011, Algebra Capital Limited (now Franklin Templeton Investments (ME) Limited) joined our team, adding a wealth of expertise in Middle East and North Africa (MENA) equity and fixed income investment and enhancing the products Franklin Templeton offers across the globe.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

It goes into great detail about why the plaintiffs believe hedge funds and private equity funds are inappropriate investments for Employee Retirement Income Security Act (ERISA) retirement plans.

You might consider using the equity in your home as a down payment to purchase, rehabilitate or renovate an investment property you can rent for supplemental income.

Consider revisiting your asset allocation, or how your investments are divided among equities vs. fixed income vs. cash.

Our team helps provide a variety of investment choices through many channels as a Local Asset management player, offering predominantly our investment expertise in both equity and fixed income.

We conduct extensive proprietary research before selecting equity and fixed - income investment solutions.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

Delaware Investments Dividend and Income Fund, Inc. (DDF) is a closed end fund that seeks current income and capital appreciation through investment in equity and non convertible debt securIncome Fund, Inc. (DDF) is a closed end fund that seeks current income and capital appreciation through investment in equity and non convertible debt securincome and capital appreciation through investment in equity and non convertible debt securities.

(A structured product is a package of equity and fixed - income investments that are «structured» in a way to provide upside potential with downside protection.

In the quest to compensate for low fixed income returns, pension funds have plowed money into stocks, private equity funds and illiquid and very risky investments, like subprime auto loan securities and commercial real estate.

The lawsuit goes into great detail about why the plaintiffs believe hedge funds and private equity funds are inappropriate investments for Employee Retirement Income Security Act (ERISA) retirement plans.

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

American Equity Investment Life Holding Co., a top seller of fixed indexed annuities (FIAs), broadened the appeal of a core product line with the announcement of a new guaranteed lifetime income - focused fixed indexed annuity (FIA) with fee options.

Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

My own biggest investment is one single condominium, but that is more building networth through equity gain and capital rather than passive income.

And if you invested what's left in real estate, equities, and other relatively safe investments that provide a modest yield, you'd still have around $ 500 - 700k of passive income to live like kings.

In a sense, I've been trying to throttle back my income or at least shift the income to the future through equity investments when my energy and business income fades.