Sentences with phrase «fixed asset base»

Closed - end funds also invest in a portfolio of securities but work with a fixed asset base.

Weighted average (between debt and equity) cost of capital (WACC): This is the firm's true annual cost to obtain and hold onto the combination of debt and equity that pays for the fixed asset base.

Fixed asset base: This is the long - term base of the company's operation strategy, represented by all the equipment, machinery, vehicles, facilities, IT infrastructure and long - term contracts the firm has invested in to conduct business.

Not exact matches

Asset - based lending is more comparable to the traditional loan process, where a lender will evaluate accounts receivable, inventory values, and fixed assets to determine creditworthiness, and issue a line of credit.

As opposed to publicly listed private hospital operators Healthscope and Ramsay, whose margins have steadily grown from 15 per cent in FY11 to 18 and 17 per cent in FY17 collectively (bear in mind their vastly larger fixed - asset bases skew these figures in comparison with the capital - light insurers).

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

Feature that I will request from The PC team are: — compare multiple scenarios (more than 2)-- show internal rate of return (this is currently fixed based on the asset allocation you have today.

The borrowing party has reached its climax, concludes David Riley, head of credit strategy for London - based BlueBay Asset Management, which runs some $ 60 billion in fixed income funds.

The company has included Cashback payouts into its Smart Contract in which token holder's revenue is decided based on the asset market price growth and the incoming fund's fixed part flowing to the crypto broker's account.

According to the study that was just recently conducted by the Soccerex Football Finance 100, which ranks the world's top teams based on both their playing and fixed assets, money in the bank, owner potential investment and debt, Arsenal has more financial power than those big clubs:

The so - called The Soccerex Football Finance 100 is based on five criteria: value of players, fixed assets, cash reserves, potential owner investment and net debt.

That the Parliament recognises that contract research staff in Scotland's universities and research institutes are one of the most significant assets in Scotland's knowledge economy; notes that more than 90 % of such staff are employed on insecure fixed term contracts, resulting in a systematic failure to properly exploit our science and social science base to the benefit of the Scottish economy and society; further notes that this highly educated human resource, comprising graduate, postgraduate and postdoctoral level workers, is subject to constant wastage, to the detriment of Scotland's universities and economic potential; and believes that the Scottish Executive should act with clarity, urgency and determination to secure a complete overhaul of the management of the contract research workforce with a view to eliminating the current insecurity and wastage and establishing a radical new approach in partnership with higher education employers and representatives of the research staff.

Institutions may also update fixed assets, provisions and long term liabilities on a monthly basis.

Fixed income ETFs attracted another $ 1.4 billion in May, largely into broad - based core exposures, bringing the full amount of assets in fixed income ETFs in Canada to over $ 5.5 billion year - to - Fixed income ETFs attracted another $ 1.4 billion in May, largely into broad - based core exposures, bringing the full amount of assets in fixed income ETFs in Canada to over $ 5.5 billion year - to - fixed income ETFs in Canada to over $ 5.5 billion year - to - date.

I'm going to have at least five years of fixed income sources or maybe seven years or 10 years,» really depending on the person, and what their overall asset base looks like and so on and so forth it's very specific to that individual.

The fund house gets a wider asset base to spread most of its fixed expenses.

Holders of US - dollar based fixed income assets also bear the brunt, if thy have to convert it back to their harder currency.

A total return swap is a swap agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.

Investment in fractional shares: Like other robo - advisors, at Wealthsimple each customer's portfolio of ETFs — the exact mix of growth, international, fixed income, cash and other asset classes — is based on answers to questions about financial goals, investing experience, financial situation and risk tolerance.

Franklin Templeton currently manages global equities, emerging markets and fixed income assets for Malaysia - based institutional clients.

The Franklin Templeton Fixed Income Group is currently composed of more than 120 investment professionals based in New York, San Mateo and London combined with local asset management teams in China, Brazil, India, South Korea and the U.A.E.

Another very popular type of Binary Options are Commodity based options, these types of options allow you to trade on the value of fixed commodities but without the need to purchase those assets.

A pro of asset based long - term care life insurance is your premiums are fixed, so you don't have to worry about a premium increase destroying your budget in retirement.

But there is an alternative if you believe you need the guarantee of a fixed premium through asset based long - term care insurance, which we will address below.

The results are presented in a little table to examine three scenarios for future returns (a base, worst, and best case), which you can of course define yourself, and for four risk profiles / asset allocations: ultra-conservative (all fixed income), balanced (50/50), risk tolerant (mostly stocks), and all stocks.

Based on your requests, we've added the ability to customize both the US / International split and age 65 Equity / Fixed - Income proportions in the Glide Path Asset Allocations.

The group is responsible for conceptualization, research, and design of the S&P Global core and quantitative equity, fixed income, commodities, volatility (VIX futures based), multi asset, sustainability (ESG), and alternative asset strategy indices.

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

The index is based on investors» views and confidence on a range of asset classes including stocks, fixed income, your own home, other investment property, cash, and balanced mutual funds.

After all, it's a capital light industry that is highly scalable; relatively small fixed overhead costs can be amortized over vast asset bases, resulting in some very fat margins and returns on shareholder capital as an asset manager's business expands.

ETFs are often passively managed (by certain automatic rules rather than by fund administrators on a day - to - day basis) and reflect a relatively fixed basket of assets.

ETFs are now a global product tracking the performance of broad - based equity indices, sector specific indexes and other asset classes such as fixed income, metals and commodities.

Allocates primarily to a combination of Franklin Templeton equity, fixed income and alternative funds, based on each underlying fund's predominant asset class.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

Plans have also dropped specialty asset class funds, such as industry - specific equity funds, commodities - based funds and narrow - niche fixed income funds, as these potentially charge higher fees and carry highest investment risks.

The basis point change presented in the preceding table, however, represents a fixed basis point change in reference obligation credit spreads across all credit quality rating categories and asset classes and, therefore, the actual impact of spread changes would vary from this presentation depending on the credit rating and distribution across asset classes, both of which will adjust over time depending on new business written and runoff of the existing portfolio.

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity.

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities.

Over the next five years, your asset allocation will tilt towards equities and you have the option of selling equities to fixed income if you like, however, I'd suggest you base your allocation on your income needs.

Bond yield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual basis.

ACATIS is a value investment boutique in Germany, offering mutual funds (equities, balanced, fixed income) based on a value approach to public and institutional investors with total assets under management now numbering 3.5 bn USD.

The Franklin Templeton Fixed Income Group is currently composed of more than 130 investment professionals based in New York, San Mateo, London and Singapore combined with local asset management teams in China, Brazil, India, South Korea and the United Arab Emirates (U.A.E.).

Some maintain a relatively fixed asset allocation through time, while others are actively managed and specify ranges for asset categories that can be broad, implementing changes based upon forecasts.

A swap is an agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.

Returns after sales charge for class A shares reflect the current maximum initial sales charges of 5.75 % for the Goal - Based, Age - Based, Multi-Asset Absolute Return option, and Equity Asset Class Options, 4.00 % for the Fixed - Income Asset Class Option, and 1.00 % for the Absolute Return 100 and Fixed Income Absolute Return options.

On an arithmetic average basis, the top 20 funds invested approximately 40.4 % of their assets in fixed income instruments and 39.9 % in equities.

Fixed costs (such as rent or an audit fee) vary on a percentage basis because the lump sum rent / audit amount as a percentage will vary depending on the amount of assets a fund has acquired.

They are an asset - based lender with unique programs for long - term hold and fix and flippers.

A charitable remainder unitrust provides an annual payment based on a fixed percentage of a yearly determination of the value of the trust assets.

The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets.