Sentences with phrase «fees and expense structure»

Each series offers different investment options, each with its own sales charges, fees and expense structure.

The SEC's focus on the average net IRR disclosures, which has not been previously reported, marks a new phase in the agency's efforts to regulate private equity and comes at a time when the industry is already under pressure from investors to simplify its fees and expenses structure.

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.

Professionally managed donor - advised fund accounts can include a variety of investments whose fee structures and operating expenses will vary.

Structure: The funds may be used to fund up to 100 % of the Borrower's cash requirement to close, including the down payment, closing costs, pre-paid items and other related mortgage loan fees and expenses.

The expense ratio is just the fee structure that can include the management fee, non-management expense, and the 12b - 1 / non-12b-1 fees.

Structured Capital Strategies ® is a long term retirement product which contains fees for administration, sales, and certain expense risks.

For example, the fee structures of a retail share class will vary from that of an institutional share class, as retail shares tend to have higher operating expenses and sales charges.

However before investing in a mutual fund it is imperative to study and understand the mutual funds fee structure and expense ratio.

While some firms may be hesitant to switch full - time to flat fees, as it can be difficult to predict the time and expense of certain matters, a fee structure with incentives might be more appealing to both parties.

Baker Botts tried again, after ASARCO, to gain fee entitlement for «fees on fees» defense work by structuring a provision in its retention that allowed for a 10 % Fee Premium with respect to aggregate fees, a Fee Premium which would be waived if BB did not incur material fees and expenses from defending its fee applicatiofee entitlement for «fees on fees» defense work by structuring a provision in its retention that allowed for a 10 % Fee Premium with respect to aggregate fees, a Fee Premium which would be waived if BB did not incur material fees and expenses from defending its fee applicatioFee Premium with respect to aggregate fees, a Fee Premium which would be waived if BB did not incur material fees and expenses from defending its fee applicatioFee Premium which would be waived if BB did not incur material fees and expenses from defending its fee applicatiofee applications.

Either way, the Creditor Collections Group uses innovative and collaborative fee structures with its clients in order to help reduce legal expenses and maximize our clients» total net recovery.

Knowing how much this saved in comparison to the fees and expenses associated with cash value insurance is challenging because the fee structure of every plan is different.

Fees are structured so that families are paying a portion of the fees and expenses throughout their -LSB-Fees are structured so that families are paying a portion of the fees and expenses throughout their -LSB-fees and expenses throughout their -LSB-...]

Fees are structured so that families are paying a portion of the fees and expenses throughout their adoption procFees are structured so that families are paying a portion of the fees and expenses throughout their adoption procfees and expenses throughout their adoption process.

We need to (as an industry) revisit the core structure of the compensation model and find an accepted way in which the core operating expenses of services provided to buyers and sellers are paid by all that seek those services, and in addition have some form of success fee compensation (which would be much lower than the current norm).