Sentences with phrase «equity securities asset»

Following the dot - com stock market crash and the deflating of the equity securities asset bubble, many investors need to make cost cutting and investment tax reduction a much higher priority.

Not exact matches

«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.

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

Through the third quarter of 2015, 63 percent of donations to investment giant Fidelity Investments» Fidelity Charitable were appreciated assets, which include publicly traded securities and non-publicly traded assets, such as private - equity interests, private business shares and real estate.

Equities, or stocks; bonds, or fixed - income securities; cash, or marketable securities; and commodities are the most liquid asset classes and therefore the most quoted asset classes.

At least 80 percent of the fund's assets are invested in equity securities, including common stock, preferred stock, convertible securities, rights and warrants and depository receipts of companies located in the China region.

The private equity firm, which has investments in several national security and tech - sector assets, has also hired bankers to offload Anaren in a separate deal that could be worth more than $ 800 million, the same people told Reuters.

My point was and is that the equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid investment asset called an equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial assets available in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).

Our team consists of investment professionals with expertise across a broad range of disciplines — distressed securities and assets, control and non-control private equity investing, commercial mid-market lending and real estate - related investments.

Founded in 1992, Cerberus focuses on four primary strategies: control and non-control private equity; distressed securities & assets; commercial mid-market lending and real estate - related investments.

Under normal market conditions, the Gold and Precious Metals Fund will invest at least 80 percent of its net assets in equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and diamonds.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

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.

Financial assets and liabilities whose values, based on unadjusted, quoted prices for identical assets or liabilities in an active market, examples include active exchange - traded equity securities, listed derivatives, most United States Government and agency securities, and certain...

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.

Under normal circumstances, the Fund will invest at least 60 % of its assets in equity securities of small and mid-capitalization companies.

Additionally, alternative investments historically have lower correlations to traditional assets like equities and fixed - income securities than some other asset classes do.

Under normal market conditions, the Fund invests principally in equity securities of companies that derive a majority of their revenues or profits from, or have a majority of their assets in, a country or countries other than the U.S..

Equity securities in privately held companies include cost basis and equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance SEquity securities in privately held companies include cost basis and equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance Sequity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance Sheets.

With approximately $ 104.3 billion in assets as of March 31, Annaly's portfolio includes securities, loans and equity in the residential and commercial markets.

The securities mentioned above comprise the following percentages of the Oakmark Equity and Income Fund's total net assets as of 03/31/18: MasterCard, Inc., Class A 2.8 %, TE Connectivity, Ltd. 4.1 %, Jones Lang LaSalle, Inc. 0.6 %, Bank of America Corp. 4.8 %, HCA Healthcare, Inc. 1.3 %, General Motors Co. 4.7 %, CVS Health Corp. 1.9 %, Nestlé ADR 2.8 %, Citigroup Inc. 2.2 %, Arconic, Inc. 1.1 %, UnitedHealth Group, Inc. 2.4 %, Baker Hughes a GE Co. 0.5 %, Philip Morris International, Inc. 2.0 %, Anadarko Petroleum Corp. 0.5 %, Carlisle Companies, Inc. 0.2 %, Comcast Corp., Class A 1.0 %, CoreLogic, Inc. 0.4 %, Liberty Broadband Corp., Class C 0.4 %, Liberty Broadband Corp..

Valuentum (val ∙ u ∙ n ∙ tum)[val - yoo - en - tuh - m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors / companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools / products, and more.

This collateral (i.e., permissible vehicles investments) may include: (i) match - funded assets, and, (ii) debt securities, equity securities and other financial instruments issued or guaranteed by the US government or its agencies, sovereign governments, supra - national entities, corporations, financial institutions and asset - backed or mortgage - backed issuers that are the subject of credit support agreements.

Common stock is securities that give shareholders voting rights and equity (asset) ownership in the company.

Canada's biggest private - equity firm, Onex Corp., has also moved deeper into the U.S. market, ramping up its business packaging the debt as securities with an eye to doubling that unit's assets in two years.

The real estate segment invests in real estate equity for the acquisition and recapitalization of real estate assets, portfolios, platforms and operating companies, and real estate debt, including first mortgage and mezzanine loans, preferred equity and commercial mortgage backed securities.»

Asset - backed securities are bonds or notes backed by financial assets such as non-mortgage loans including credit card receivables, auto loans, manufactured - housing contracts, and home - equity loans.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok.

The securities mentioned above comprise the following percentages of the Oakmark Equity and Income Fund's total net assets as of 12/31/17: Bank of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls International PLC 0.6 %, PDC Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.

Our increased allocations to global equities, inflation - protection securities and simultaneous reduction of interest - rate - sensitive assets, such as real estate investment trusts, support such an outcome.

The technology is now ready to enter securities markets worth trillions of dollars: The ownership and value of any asset class — funds, real estate, equity — can now be digitized in the form of tokens.

We replaced the balanced fund with individual asset class securities (index funds): a Canadian equity index fund, a U.S. equity index fund, an international equity index fund, a bond index fund, etc..

According to another study by the Employee Benefit Research Institute and ICI Study, about 88 percent of 401 (k) plan assets are in equity securities, target date funds and company stock.

What remains of Yahoo after the sale includes an approximately 15 percent equity stake in China's Alibaba Group Holding; about 36 percent in Yahoo Japan; cash and marketable debt securities; certain minority investments; and Excalibur, which owns some patent assets.

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

Assets in interval funds might include investments like commercial property, such as tracts of farmland or forestry land, hedge funds and other private equity funds, business loans, catastrophe bonds and real estate securities.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

The fund invests at least 80 % of its net assets in equity securities.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.

When comparing the asset classes that the preferred hybrid securities sit between, it is noticeable that the preferred class (as measured by the S&P U.S. Preferred Stock Index) has had a higher total return than bonds (as measured by the S&P 500 ® Bond Index), but not nearly as much as equity (as measured by the S&P 500).

For the purpose of this section, we will focus on the most liquid asset types: equities, fixed - income securities and cash and equivalents.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

The Asset Management Company invests this amount in debts, equity and / or securities.

Prior to joining CIBC Asset Management in 2010, Ms. Barker's past positions include Research Analyst at Credit Suisse where she covered global alternative energy, and Canadian pipelines and utilities, Institutional Equity Salesperson at UBS Securities, Associate, Investment Banking at Newcrest Capital / TD Securities and Associate, Audit and Corporate Advisory Groups, at Ernst & Young.

Long lasting investment portfolios are consciously asset allocated between high quality income and equity securities.

The iShares Diversified Monthly Income Fund (XTR) uses several other iShares ETFs to offer a blend of «income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.»

The Fund invests at least 80 % of its assets in equity securities, generally common and preferred stocks of U.S. companies.