Sentences with phrase «for assets»

However, the reporting wasn't well designed for an asset class management approach to portfolio management.

You're mainly looking for the asset allocation (like value stocks, growth stocks, or long - term bonds) those funds provide anyway.

They provide life insurance plans, pension plans and plans for asset management.

A bid - ask spread is the amount by which the ask price exceeds the bid price for an asset in the market.

Just because investors have been willing to pay above - average prices for assets today does not in any way mean that the premium will continue for any length of time.

And the market may not recognize the potential for this asset manager until its results are proven so we do run that risk that shares could tank from here until the market sees results.

It allows up to three years for the assets of the will to be distributed to the beneficiaries after the individual's death.

Our preference is to carefully design the asset diversification based on expected returns for each asset class and modify it as the expected returns change over time.

Cost of capital: This is the true cost of securing the funds that the business uses to pay for its asset base.

We're looking for assets with a strong income component and long - term appreciation potential.

Having the correct value for an asset like this will be key to ensure you get your fair share of your marital wealth.

Then, there is the primary market for assets, which is when they were originally sold to the public.

A value investor searches for assets with the greatest margin of safety.

I am solely responsible for asset allocation and selection for my discretionary clients....

Most of the demand for this asset class will continue to be in new construction, as investors aim to take advantage of the full lease terms.

Insurance premium is fixed for any asset based on assumption that certain percentage of customers will file for claims.

If you file Chapter 11 and Chapter 13 bankruptcy, you'll typically need to come up with modified payment plans for assets such as your home or car.

Make a shortlist of ETFs or index funds for each asset class.

But if we choose to ignore past data because the future is uncertain, what do we use for asset allocation decisions?

We use a combination of print marketing, online advertising, direct mailing, phone calls and emails to reach the right buyers for your assets.

These numbers, as well as a lack of new supply and unusually high demand, have led to increased competition for assets.

Trying to guess where market players will raise their bids for assets in secondary trading is difficult.

Keep cost - basis information for assets held in your taxable account.

For assets such as stocks and bonds, these values are assessed automatically.

The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.

The cryptocurrency market was absolutely on fire in 2017, delivering what might be the best year for any asset class on record.

This can also be thought of as some sort of «key» that will allow for the asset transfer to take place.

But that hasn't stopped analysts from predicting higher highs for assets like bitcoin (here, here, here and here).

This summary discusses those views and key considerations for asset owners as they evaluate integrating responsible investing into the management of their portfolios.

Duty to account: A fiduciary must keep beneficiaries informed of the administration and formally account for the assets.

We are really looking for someone well versed on the ins and outs of real estate investing and the strategies for asset protection.

This open - ended asset purchase program allows the bank to increase its $ 40 billion monthly limit for asset purchases.

Fee only advisors get paid per hour, per meeting, or just a flat rate for asset management.

The costs of this service for assets under management of less than $ 75,000 are $ 20 per month.

The potential for asset growth and revenue growth in actively managed equity strategies is extremely attractive.

Some begin annuity income payments immediately after purchase, while others first allow for asset growth over a period of time to help your retirement savings grow.

However, tax pressures, in addition to legal concerns, encourage buyers to push for asset sales.

They can arrange for asset valuation, prepare inventories of assets and liabilities, open bankruptcy petitions, and answer creditor inquiries.

They are now trying to do models for asset backed securities.

It is time for asset managers to take their lead from those progressive firms and investors who are embracing the low carbon transition, and prepare themselves for a future of greener investment patterns.

The financial specialist also assists the team by creating alternative scenarios for asset division and support, based on the parties expressed needs and interests.

When you go to purchase these assets in your brokerage, you'll find that there are many different index fund options for each asset.

The total sums converted is in excess of three billion dollars including royalties, taxes and fees unpaid for the asset from which the crude was taken.

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.

She brings several years of experience and will be responsible for providing real estate debt advisory and securing innovative financing solutions for all asset types nationally.

It's been a good backdrop overall for assets across the board.