Sentences with phrase «for asset categories»

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.

«We are not constrained by any set proportions for our asset category allocations, which allows us to actively select securities we believe present the best opportunities as market conditions change.

For each asset category, we offer a series of FGP pooled funds specifically designed for tax - exempt private accounts (such as RRSPs, RRIFs) and another series designed for taxable private accounts.

Waiting for an asset category to exceed some threshold and then bringing the allocation back within some tolerances seems to produce slightly better returns and lower volatility.

Not exact matches

«For Bezos, wounded assets in important or growing business categories aren't challenges to be avoided.

The second major category of investments involves assets that will never produce anything, but that are purchased in the buyer's hope that someone else — who also knows that the assets will be forever unproductive — will pay more for them in the future.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

While the short - term assets category for companies is anything due within a year, I am using within one month as current as that is more appropriate for a person making regular bill payments.

Foreign large - blend funds, for example, had inflows of $ 21.3 billion and collected greater inflows than the next four top - asset - gathering categories combined in July.

2015.11.05 RBC Global Asset Management Inc. honoured in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized for investment excellence at the 2015 Lipper Canada Fund Awards...

2014.11.06 RBC Global Asset Management Inc. wins top honours in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized for investment excellence at the 2014 Lipper Canada Fund Awards, held last evening in Toronto...

Another stalwart in our global treasury and cash management awards categories is J.P. Morgan Asset Management, which boasts a wide range of highly rated US dollar, sterling and euro money market funds (MMFs) for treasurers to invest in.

For the ease of taxation, the capital assets are divided into two categories, and hence, the capital gains tax is also levied on the below - mentioned asset categories:

My friend Jeffrey Ptak from Morningstar recently ran the updated AUM numbers for me on fund assets in the U.S. which includes both ETFs and mutual funds to give a breakdown by various categories (excluding money market and fund - of - fund assets):

For an overview of the full process read the LB Ratings User Guide and the fund category / asset allocation guide.

Income for this category should come from conservatively invested assets.

CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clienFOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clienfor the benefit of their clients.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Though the Act provides for asset declaration by all bank employees, it also empowers the president to extend its application to other categories of persons.

I WOULD like to see a form that eliminates the CATEGORIES (A, B, C, D, E) and requires EXACT amounts to be entered for the values of assets, liablities, income etc..

Interest on debt, which is a much smaller amount than the other two categories, is the interest the government pays on its accumulated debt, minus interest income received by the government for assets it owns.

The annual report shall be in such form as may be prescribed by the board and shall include, but not be limited to: (i) discussion of progress made toward the achievement of the goals set forth in the charter; and (ii) a financial statement setting forth by appropriate categories the revenue and expenditures for the year just ended and a balance sheet setting forth the charter school's assets, liabilities and fund balances or equities.

Just for example on Amazon being able to choose which categories you book should be placed in — that's a huge advantage and asset in helping readers to find you.

Total return accounts for two categories of return: income including interest paid by fixed - income investments, distributions or dividends and capital appreciation, representing the change in the market price of an asset.

Therefore it can make sense to follow a «core and explore» approach where you cover off at least some of your core needs (like U.S. large - cap stocks) with ETFs, then go for active mutual funds for some of the more specialized asset categories (like small - cap stocks).

Their asset level puts them in the high net worth category — which means they can get great service and investments for under 1.75 % or $ 24,500 per year at the low end.

1) We looked at how much cash and investable assets the charity had for this category.

While consumer debt — loans to pay for a car, a vacation, most home renovations, or other consumables — is a blight on a person's potential net worth, it's not in the same category as asset - backed debt.

Today there are 10 Asset Classes for mutual funds and 53 Mutual Fund Categories and some sub-catagories to choose from and invest in.

The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.

There are exactly 52 Mutual Fund Categories that fall naturally in to 10 Mutual Fund Asset Classes along with a drill down of Mutual Fund Sectors and the overall best funds lined up with the mutual fund database gets investors and advisors the current top 10 Mutual Fund List by choice or get independent access to the Mutual Fund Centre for custom mutual fund research.

Today there are 10 Asset Classes for mutual funds and 53 Mutual Fund Categories and some sub-categories to choose from and invest in.

The authors ran three trials using one, two and three active funds for each asset class and compared the success rate to a simple portfolio with one index fund for each category.

(There are also some special categories for certain types of assets.)

The most important categories of gain or loss are determined by your holding period for the asset you sold.

For one, the category should no longer be viewed solely as a monolithic asset class.

I just discussed this topic over on the bogleheads forum... they said to decide your asset allocation first, then to choose the lowest cost funds available in your 401K to accomplish that goal, even if the only fund that will cover a particular sector of your asset allocation is more expensive (for example my international funds are all over.5 MER — but they said not to skip this category just because it was more expensive than I would like).

• The best robo - advisors will be honored in categories for various investment levels and the complexity of financial assets.

By maintaining maniacal focus on our category, and delivering the best possible experience for our members, we've been able to consistently provide investors with superior credit quality assets.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by LippFor the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lippfor its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

For mid-small category, I want to invest in Franklin smaller cos but since there are 2 franklin funds i have decided to go for Mirae Asset Emerging BluechiFor mid-small category, I want to invest in Franklin smaller cos but since there are 2 franklin funds i have decided to go for Mirae Asset Emerging Bluechifor Mirae Asset Emerging Bluechip..

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

For narrow ETF categories, or even country - specific products that have relatively small amounts of assets and are thinly traded, ETF liquidity could dry up in severe market conditions, so you may wish to steer clear of ETFs that track thinly traded markets or have very few underlying securities or small market caps in the respective index.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

For muppets, stocks, bonds, money market funds and for some people real estate usually in the form of investment trusts (REITs) are the right asset categoriFor muppets, stocks, bonds, money market funds and for some people real estate usually in the form of investment trusts (REITs) are the right asset categorifor some people real estate usually in the form of investment trusts (REITs) are the right asset categories.

For example, ETFs can be based on different sectors, categories, and assets classes.

There is an ongoing debate about the merits of owning «risky and complicated» futures contracts as compared to owning «simple and convenient» exchange traded funds (ETFs) when you are trying to gain exposure to commodities (or any asset category, for that matter).

Since the mid cap fund category has returned 32 percent every year for the past three years, the funds have returned much higher returns compared to blue chips and such other asset classes.

The portfolio allocation for Mirae Asset Emerging Bluechip Fund in terms of equity fund type is such that 55 to 60 percent of the corpus is usually allocated to mid-caps (higher than average ratio for the category) with a 20 - 30 percent allocation in large caps.

The Money Management Institute (MMI) has announced that NextShares Solutions was selected by industry peers as a finalist for the Product Innovation (Asset Managers) category of the MMI / Barron's Industry Awards.