Sentences with phrase «fee equity performance»

Not exact matches

She joked that the practice is sometimes called the «crack cocaine of the private equity industry» because the fees aren't traditionally subject to minimum performance requirements.

Analysts had earlier flagged KKR and Ares as the two private equity firms most likely to convert to C - Corps as the tax hit is less severe because the firms» earnings rely less on the performance fees that are affected by the C - Corp change.

Private equity firms pay corporate taxes under the partnership structure on the management fees charged to investors, but are mostly shielded from paying these taxes on performance fees.

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.»

A March 2018 Forbes profile described Vista's performance: «Since the firm's inception in 2000, Vista's private equity funds have returned 22 % net of fees annually to limited partners, according to PitchBook data.

POP Performance shown for the periods prior to the inception of Class A shares on July 7, 2014 reflects the historical performance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees and the maximum sales load of Class A (5.25 % for Equity Funds and 3.75 % for Fixed IncPerformance shown for the periods prior to the inception of Class A shares on July 7, 2014 reflects the historical performance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees and the maximum sales load of Class A (5.25 % for Equity Funds and 3.75 % for Fixed Incperformance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees and the maximum sales load of Class A (5.25 % for Equity Funds and 3.75 % for Fixed Income Funds).

Based on average commission - per - trade fees and past performance of brokerages, equity returns would enable one to open between 300 and 1900 transactions with an account value of $ 10K.

They're one way young companies can compensate for sweat equity and lower - than - market salaries or consulting fees, and generally provide recipients with a performance... Continue reading →

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.

He also wants to modernize the Corporation Business Tax to raise $ 110 million, and tax «carried interest» — or performance fees earned by hedge fund and private equity managers — to generate roughly $ 100 million.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Sabrient Insider Sentiment Index.

The investment seeks investment results that correspond generally to the performance, before the fund fees and expenses, of an equity index called the AlphaShares China All Cap Index.

The iShares MSCI Philippines Investable Market Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Philippines equity market, as measured by the MSCI Phillipines Index.

RBC Canadian Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad Canadian equity Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad Canadian equity equity index.

RBC Emerging Markets Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad emerging markets equity Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad emerging markets equity equity index.

The iShares Dow Jones U.S. Financial Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the financial and economic sectors of the U.S. equity market, as represented by the Dow Jones U.S. Financials Index.

RBC International Equity Index ETF seeks to replicate, to the extent possible and before fees and expenses, the performance of a broad international index.

Performance prior to 10/24/16 for Class I - shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder Emerging Market EPerformance prior to 10/24/16 for Class I - shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder Emerging Market Eperformance, fees, and expenses of the Investor Class of the predecessor fund Schroder Emerging Market Equity Fund.

Performance fees charged on mezzanine and equity investments.

In their February 2017 paper entitled «Cheaper is Not Better: On the Superior Performance of High - Fee Mutual Funds», Jinfei Sheng, Mikhail Simutin and Terry Zhang re-examine the conventionally accepted negative relationship between expense ratio and future net performance of actively managed equity muPerformance of High - Fee Mutual Funds», Jinfei Sheng, Mikhail Simutin and Terry Zhang re-examine the conventionally accepted negative relationship between expense ratio and future net performance of actively managed equity muperformance of actively managed equity mutual funds.

Returns for the IQ Merger Arbitrage Index do not reflect the deduction of management fees, taxes and other expenses.The MSCI World Index is a free - float adjusted market capitalization weighted index that is designed to measure the equity market performance of developed market (performance data assumes reinvestment of dividends, but it does not reflect management fees, transaction costs or other expenses).

Hartford Multifactor US Equity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securequity securities.

Hartford Multifactor Emerging Markets ETF (ROAM): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor Emerging Markets Index, which tracks the performance of emerging market equity securities.

Hartford Multifactor US Equity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity Index, which tracks the performance of publicly traded large - cap US equity securequity securities.

The next trick is valuing potential future performance fees on the $ 27 billion of deals housed in its private - equity funds, as well as those of deals not yet done and funds not yet raised.

Commission Free ETFs: Exchange Traded Funds (ETFs) are very popular for investors due to their low management fees, flexibility to be traded like equities, and their effectiveness in replicating the performance of a given index or sector.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the MAC Global Solar Energy Index.

• Schwab International Small - Cap Equity ETFâ «cents * SCHC — 0.35 % Offers diversified exposure to international small - cap companies in over 20 developed international markets and seeks investment results that track the performance, before fees and expenses, of the FTSE Developed Small Cap ex U.S. Liquid Index made up of approximately 1,800 international small cap stocks.

The investment seeks to performance before the fees and expenses, of an equity index called the S&P Global Dividend Opportunities Index.

I totally agree with the point that if equity premium is 3 to 4 percent and you are paying 2.5 percent in fees and another 1 to 2 percent in performance chasing, tax leakage etc., you might as well buy GICs.