Sentences with phrase «equity performance over»

My equity performance over the last seven - plus years has been good, but the last five months have given me reason for pause.

They have shown a strong relationship with U.S. equity performance over 10 - year periods, our analysis shows.

When Shiller's metric is high, equity performance over the next 10 - years tends towards the disappointing and vice versa.

They have shown a strong relationship with U.S. equity performance over 10 - year periods, our analysis shows.

Not exact matches

The S&P Listed Private Equity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized rEquity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized requity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized return.

It's operating from a position of strength and in 2016 saw operating return on equity of 13.3 %, consistent with its performance over the decade despite historically low interest rates.

Paying a significant portion of variable compensation to our senior employees in the form of equity - based compensation that delivers over time and is subject to forfeiture or recapture encourages a long - term, firmwide focus because its value is realized through long - term responsible behavior and the financial performance of our firm.

In addition, the vesting features of our equity awards contributes to executive retention because this feature provides an incentive to our named executive officers to remain in our employ during the scheduled vesting period or until the achievement of the applicable performance milestones, which are expected to be achieved over the medium - to long - term.

The MSCI Emerging Markets Index was launched over 25 years ago and is designed to measure the equity market performance of the emerging markets.

While Japan's TOPIX index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - date.

Wagner: As is common in excess fee and stock drop cases, the Intel complaint asserts a cause of action for failing to disclose certain particulars (e.g., investment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fund.»

Strong EM equity performance has largely followed a broad - based earnings recovery over the past 18 months, after earnings of MSCI EM Index companies had slid 7 % a year since 2011.

This week we ran a screen to identify companies that delivered returns on shareholders» equity (a well - regarded measure of company performance) of over 30 % in the past year.

A 2012 Credit Suisse Research Institute report evaluated the performance of 2,360 companies globally over six years and found that companies with one or more women on boards delivered higher average returns on equity, lower leverage, better average growth and higher price / book value multiples.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

However, despite this pick up in appetite and improved performance more recently, it is important that investors do not lose sight of the fact that EM equities have still lagged developed markets by more than 50 % over the last five years.

An equity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tequity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tEquity funds let shareholders benefit from a good performing company, and this along with voting rights, makes them...

A: Glass Lewis Realizable Pay is calculated over a three - year period and includes: actual salary received; actual incentive cash granted and earned; the intrinsic value of time - vesting equity granted; the intrinsic value of performance - based equity granted and earned; and all other compensation paid.

The Index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

Summer Doldrums — A Pretty Compelling Seasonal Pattern From Exhibits 1 - 4 below, one can see that in very few years have gold prices and / or gold equities appreciated over the summer months in the northern hemisphere (charts all use the April 1st gold price as the reference point for relative performance).

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

Over a 14 - year period, Mr. Moysiuk led the creation and development of a significant institutional private equity business and portfolio, which generated exceptional investment performance.

«Emerging markets hedge fund performance has surged in recent months, led by funds with exposures to Latin America and Russia, driving the strongest monthly performance gains in over a decade, as commodities and regional equities recovered from steep early year losses,» stated Kenneth Heinz, president of HFR.

The graph below shows the performance of Treasuries, equities and high yield over the past year.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

Michael Smith The performance of Treasury Wine Estates over the past year has had more than a few shareholders reaching for the bottle so it should not be a huge surprise that an opportunistic private equity firm has as come knocking.

One proposed regulation in the Every Student Succeed Act (ESSA) is for states to analyze the performance of student subgroups separately in order to show how states are leveling the playing field over time to ensure educational equity.

While Japan's TOPIX index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - date.

The graph below shows the performance of Treasuries, equities and high yield over the past year.

There was some autocorrelation of the residuals, indicating that periods of under - and out - performance of equities over bonds tends to persist:

Because of dampened performance expectations for both fixed income and equities over the next few years, economist Don Drummond says investors should lower their expectations.

Financial planners have warned us that this kind of gain is about all we should budget for in future equity returns, but it's hard to accept that kind of performance when you are looking over your shoulder at a boffo year in the U.S.. All the reason, we say, to spread your money around and not keep too much at home.

We also like strong returns on equity, above average market performance over the last year, and low to moderate price - to - sales ratios.

However, the performance of ZAR - denominated domestic equities, as measured by the S&P South Africa Domestic Shareholder Weighted (DSW) Index, held up reasonably well and went up by 16 % over the year.

Equity markets continued their impressive 2017 performance in the second quarter, although markets cooled off over the course of the most recent 3 - month period, particularly in June.

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

The ETF has lagged the performance of the broader MSCI World Equity Index over the past five years.

Over its relatively short history, the RBC Emerging Markets Equity Fund delivered an unimpressive performance after adjustment for exposures.

The scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

However, recently there was a change at the helm with Charles Plowden taking over in 2015 in an attempt to improve performance and a focus on long - term global equity growth.

While IUL policies can boost the performance of your cash account over that of traditional UL, the restrictions on how much you can benefit from market movements in the form of cap and participation rates should be studied carefully when considering a purchase of IUL, given their potential to limit the growth of these equity indexed accounts.

And while equity and fixed income performance hasn't exactly received a standing ovation from investors, it has been holding its own over the past year, making the question tougher to answer.

Interestingly, even accounting for the period of low attenuated performance between August 2007 and the present, the HML strategy has performed reasonably well over the last 10 years, which has been a period of diminished (or non-existent) returns for equities.

With bonds being in a bull market over the past 35 years, does the use of aggregate bonds with Global Equities Momentum (GEM) overstate future expected performance?

Performance of the Schroder Equity Opportunities Fund has been strong over its lifetime.

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

He simulated the performance of $ 1 invested in an uncapped large - cap equity index FIA compared to the performance of long - term government bonds over the period from 1927 through 2016, net of expenses.

You would rightly say both that over the long term equity MARKETS tend upward, but also that past returns are not predictive of future performance of any individual instrument.

In their defence, this acquisition only represents a little over a net 10 % of EIIB's equity — on the other hand, it's clearly far more important in terms of EIIB's operating performance & prospects!