Sentences with phrase «factor investing with»

Style factor investing with ETFs takes the concepts introduced with the nine - box grid and modernizes them.

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Although it's unclear what types of assets Sanders actually holds in his retirement account, advisers say anyone with a large pension should factor it in when formulating their investing strategy.

Over the remainder of his 30 - minute chat with Maurer, Fink weighed in on a handful of additional topics, ranging from factor investing to volatility.

Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments; investments in emerging markets involve heightened risks related to the same factors.

Factors taken into account when assigning this rating include the ease of enrolling in the program; the fees, if any, of investing through the DRIP; the availability of special services, such as IRAs and automatic investment services; and the frequency of purchases with optional cash investments.

Investors should take this into consideration and carefully assess all factors such as risks, investment objectives and fees in conjunction with performance history before investing in the Fund.

In an ongoing series of white papers, which started with «Finding Value: Understanding Factor Investing,» MSCI Research is exploring factors that identify specific risk exposures with the potential for an accompanying premium.

Factors that could cause actual results to differ materially from those expressed or implied in any forward - looking statements include, but are not limited to: changes in consumer discretionary spending; our eCommerce platform not producing the anticipated benefits within the expected time - frame or at all; the streamlining of the Company's vendor base and execution of the Company's new merchandising strategy not producing the anticipated benefits within the expected time - frame or at all; the amount that we invest in strategic transactions and the timing and success of those investments; the integration of strategic acquisitions being more difficult, time - consuming, or costly than expected; inventory turn; changes in the competitive market and competition amongst retailers; changes in consumer demand or shopping patterns and our ability to identify new trends and have the right trending products in our stores and on our website; changes in existing tax, labor and other laws and regulations, including those changing tax rates and imposing new taxes and surcharges; limitations on the availability of attractive retail store sites; omni - channel growth; unauthorized disclosure of sensitive or confidential customer information; risks relating to our private brand offerings and new retail concepts; disruptions with our eCommerce platform, including issues caused by high volumes of users or transactions, or our information systems; factors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled cFactors that could cause actual results to differ materially from those expressed or implied in any forward - looking statements include, but are not limited to: changes in consumer discretionary spending; our eCommerce platform not producing the anticipated benefits within the expected time - frame or at all; the streamlining of the Company's vendor base and execution of the Company's new merchandising strategy not producing the anticipated benefits within the expected time - frame or at all; the amount that we invest in strategic transactions and the timing and success of those investments; the integration of strategic acquisitions being more difficult, time - consuming, or costly than expected; inventory turn; changes in the competitive market and competition amongst retailers; changes in consumer demand or shopping patterns and our ability to identify new trends and have the right trending products in our stores and on our website; changes in existing tax, labor and other laws and regulations, including those changing tax rates and imposing new taxes and surcharges; limitations on the availability of attractive retail store sites; omni - channel growth; unauthorized disclosure of sensitive or confidential customer information; risks relating to our private brand offerings and new retail concepts; disruptions with our eCommerce platform, including issues caused by high volumes of users or transactions, or our information systems; factors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled cfactors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled company.

Investors want to minimize risk and invest in the new thing, with economic factors dominating.

For example, faster labour force growth will encourage firms to invest not only to meet greater demand but also to equip these additional workers with machines and other capital to raise their productivity.5 The rate of technological progress is also a key factor, since a faster pace of innovation raises the return on each additional unit of capital, stimulating firms to invest more.

The result of those two factors is that many investors aren't making any money, even if they invest with the best managers.

Other factors also impact portfolio performance; most notably, the specific market segments in which it is invested — durations of junk bond funds will exceed durations of treasury funds with similar maturities.

TWO: Skin in the Game One of the most important factors when investing is to ensure that the fund manager's interests are aligned with yours.

International investing involves special risks not present with U.S. investments due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards.

To answer that question, I caught up with my colleague Sara Shores, Global Head of Smart Beta, to talk about how factor - based investing and smart beta in fixed income can help investors navigate the current market environment.

While evidence points to the success of factor - based investing over the long - term, we do caution that there is cyclical behavior associated with smart beta.

Combine these factors with the services and detailed attention of a company like Memphis Invest, real estate investors find a great opportunity to invest in a world - class city with a world - class company!

For portfolios that are invested in a selection of «building - block» strategies, rather than managed holistically, with full access to a wide range of investment tools and techniques, it is just as important to «look through» to underlying holdings to take account of factor exposures.

If you want to hear the thoughts from a pioneer in factor investing, listen to the Invest Like the Best podcast with Jim O'Shaughnessy, who said «If you don't have the discipline to stick with your underlying strategy particularly when it's not going in your favor, it's nothing.

Value investing on ratios is identifying investment opportunities with the comparison of a fundamental factor in the context of the price you pay.

Since Olymptrade provides its members with a chance to invest in small amounts, the amount of available and tradeable assets is low, which helps greatly in reducing the risk factor when using Olymptrade's services.

To up the wow - factor for the first month with baby, I invested in a half - dozen new toys with some Christmas money and gift cards our toddler got.

While many were hoping for more, the H2020 budget — nearly $ 80 billion (in current prices — that is, with projected year - on - year inflation factored in), all to be invested in European science over the next 7 years — is much larger than the FP7 budget.

A useful resource that is current covering what emerging economies are, why businesses invest in them, the factors effecting them with structured original activities and accompanying answer sheet.

With more schools investing in tablets, BESA director Caroline Wright examines recent research to find out how schools are using the technology and what factors affect successful implementation

That's probably because of reportedly lackluster sales performance by Microsoft's latest OS so far, but still the category will grow as OEMs look to invest more in hybrid devices, sliders and tablet - style form factors that could potentially resonate better with where consumers seem to be spending their computing dollars these days.

Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.

Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment and data center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.

Deciding when to pay off student loans and when to invest can be a pretty personal decision with many factors involved.

I just read something too, Rob Arnott was saying be careful of smart beta, «cause he came up with, it's basically factor investing, but he calls it smart beta.

In my opinion, that means they should have a fixed claim on principal repayment, with risk - based capital factors high enough to take away the incentive invest too much in non-investment grade fixed income claims.

Because with any investing decision, you need to consider the bigger picture rather than viewing a single factor in isolation.

What are the different factors and terms one should be acquainted with before investing in individual bonds?

Consider these risks before investing: Stock and bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, factors related to a specific issuer or industry and, with respect to bond prices, changing market perceptions of the risk of default and changes in government intervention.

Factor - based investing can be implemented passively with the aid of factor indices aiming to provide exposure to specific factors, following rules - based methodologies, which tend to be more cost effective and transparent than actively managed portfFactor - based investing can be implemented passively with the aid of factor indices aiming to provide exposure to specific factors, following rules - based methodologies, which tend to be more cost effective and transparent than actively managed portffactor indices aiming to provide exposure to specific factors, following rules - based methodologies, which tend to be more cost effective and transparent than actively managed portfolios.

Dividends are one of the most important factors for investing success with the stock market.

To answer that question, I caught up with my colleague Sara Shores, Global Head of Smart Beta, to talk about how factor - based investing and smart beta in fixed income can help investors navigate the current market environment.

Factor - based investing provides a route to objectively capture inexpensive companies (via value factors) or companies with robust balance sheets and steady returns on equity (via quality factors).

I'd have to say that I would not invest in most of the companies you mentioned because of the negative factors that are linked with them.

As with many investing strategies, there's often a yawning gap between theory and practice, and smart - beta ETFs face a number of challenges tapping into these factors.

However, price should not be the sole determining factor in your decision of who to invest your money with.

We believe that this type of risk control provides investors with a much less stressful investing experience and helps them to stay invested for the long run; one of the key success factors for investing.

With passive investing you are throwing it in a pool expecting more successes than failures spread - out over say 500 companies on the premise that all known factors and assumptions are priced in.

Fund seeks to invest in quality companies with a demonstrated history of sustainable earnings growth, strong cash flow and high returns on capital determined by fundamental analysis of a company's financial trends, products and services, and other factors.

To sum up, whether you start your investing in ETFs, mutual funds or stocks, be aware of becoming obsessed with stock market risk factors.

Whether you're aware of it or not, when you started investing you performed something called «asset allocation» — you came up with a mix of equities and fixed income, depending on a number of factors, including when you'll need to access your money, and your tolerance for risk.

This results in portfolios that look similar to those created by fans of factor investing, with tilts toward value stocks and small - cap shares.

7) Dealing with human emotions is, by far, the most important factor in successful investing.

The point is that longevity is certainly a factor, but if you have not saved and invested enough to begin with, what's longevity have to do with it?