Sentences with phrase «for equity performance»

SigFig placed first for equity performance in the first quarter followed by TIAA SRI and United Income, which tied.

Not exact matches

For Directors» equity to vest (the portion they did not purchase), hurdles would need to be achieved that reflect personal performance and long - term value creation of the company.

Apple has increased the proportion of performance shares in its equity awards, which boosts potential future earnings for the executives if the company outperforms its S&P 500 peers.

But since the private equity products will be reserved for wealthy clients, the fate of the company will depend on the performance of his conventional listed funds, which will bear close resemblance to the AIC products investors ended up rejecting.

However, it could partially pay for itself, by closing loopholes that now let some of the wealthiest executives take nearly unlimited deductions for performance pay, equity bonuses and profit sharing, economists Blasi, Richard B. Freeman and Douglas Kruse, note in a New York Times op ed.

«We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» they said.

«The absence of adequate market access for crude oil out of Canada has repeatedly impeded equity valuations and is once again driving a wedge between the performance of Canadian investments and global alternatives,» it said.

The technical analysis team at Bank of America Merrill Lynch has looked at monthly performance for the benchmark S&P 500 dating all the way back to 1928 and concluded that March and April provide a sweet spot of sorts for equity investors.

For 2013, Ares reports $ 306 million in net economic income, a metric favored by publicly - traded private equity firms that don't believe GAAP accounting best explains their financial performance.

This includes diligent pay equity processes, bias - free promotion and performance management processes, and programs that acknowledge and support women's disproportionate responsibility for caretaking and unique health and financial needs.

As it is a non-cash charge, however, and highly dependent on our share price at the time of equity award grants, we believe that it is useful for investors and analysts to see certain financial measures excluding the impact of these charges in order to obtain a clearer picture of our operating performance.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

(Reuters)- Asian stocks edged up in April after declines the two previous months, helped by receding tension in the Korean peninsula and a strong earnings performance in the first quarter for regional equities.

Performance measurement and attribution: MSCI equity indexes may be licensed for a wide range of equity mandates.

Under the terms of the LTICP, in addition to or in lieu of stock options, we may award, and have awarded in selected situations for retention purposes or to address other competitive pressures, other types of equity - based long - term compensation, including restricted stock, RSRs, stock awards, stock appreciation rights, performance shares, or performance units.

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

These new rules are effective starting in 2018 for us, except that certain equity awards (such as stock options) that we granted on or before November 2, 2017, might still be able qualify as performance - based compensation.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

Among other things, S&P is engaged in the business of developing, constructing, compiling, computing and maintaining various equity indices that are recognized worldwide as benchmarks for U.S. stock market performance.

market conditions at times were significantly more favorable for generating positive performance, particularly in our Corporate Private Equity and Real Assets businesses, than the market conditions we experienced in the past three years and may continue to experience for the foreseeable future;

Other specific duties and responsibilities of the HR and Compensation Committee include reviewing senior management selection and overseeing succession planning, including reviewing the leadership development process; reviewing and approving objectives relevant to executive officer compensation, evaluating performance and determining the compensation of executive officers in accordance with those objectives; approving severance arrangements and other applicable agreements for executive officers; overseeing HP's equity and incentive compensation plans; overseeing non-equity based benefit plans and approving any changes to such plans involving a material financial commitment by HP;

In other words, even if performance shares are discounted, one year's equity awards are more than half the Company's share ownership guideline for the CEO.

«Given the performance of certain stocks, we wonder if the market has adopted an alternative paradigm for calculating equity value,» Einhorn wrote in a letter to investors dated October 24.

But stock performance has actually outpaced gains in earnings, and as a result, US equity valuations appear stretched as we begin 2018 — for example, the S&P 500's price - earnings ratio is well above longer - term historical averages.

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.»

Meanwhile, emerging - markets equities continue to hold the top spot for one - year performance.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders.»

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).

Written by NCEO founder Corey Rosen, this issue brief discusses as of mid-2016 the extent and growth of employee ownership; survey data on ESOPs and corporate governance as well as ESOPs and executive compensation; research on the effect of ESOPs on corporate performance; the 2012 shared capitalism study of Great Place to Work applicants; data on employee ownership and employee financial well - being; the NCEO's analysis of data on ESOPs and default rates; trends in broad - based equity compensation plans; equity compensation and corporate performance; the impact of ESOPs and other broad - based plans on unemployment; legislative and regulatory issues for employee ownership; and international developments in broad - based plans.

To permit eligible compensation to qualify as «performance - based compensation» under Section 162 (m) of the Code, the HRC Committee sets the overall funding target for the «umbrella» structure for the annual bonuses, and sets performance goals for annual bonuses and equity awards within the first 90 days of the fiscal year.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» said Henry Kravis and George Roberts.

In determining the size of equity grants to our executives, our compensation committee has historically considered our corporate performance, the applicable executive's performance and potential for enhancing the creation of value for our stockholders, the amount of equity previously awarded to the executive and the vesting of such awards, the executive's position and, in the case of awards to executive officers other than our chief

For example, the performance of U.S. equities, global discretionary and materials stocks, Japanese government bonds and copper all line up with the market being within a 12 - month peak.

The return for the Equity and Income Fund in the quarter was 1 % while the Lipper Balanced Fund Index, the Fund's performance benchmark, returned 2 %.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

For the past few quarters, we have written about the strong performance of U.S. equities relative to the rest of the world.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

In short, dividend reinvestment produces a substantial part of overall equity market returns, and aggregate dividend growth is a strong indicator for overall market performance.

That said, I'm still a believer in a need for a non-Chinese REE value chain and don't believe that its importance has diminished at all, despite the poor performance in the equity markets.

The Equity and Income Fund returned 3 % in the quarter, which contrasts to a 4 % gain for the Lipper Balanced Funds Index, the Fund's performance benchmark.

Considering their low correlation and superior performance (higher profit margins and return on equity) to the sputtering tech sector that have been pushing this market to new highs, and the more than 70 publicly traded names, it seems like there's something on the menu for everyone.

The Equity and Income Fund earned 4 % in the quarter, which contrasts to a 2 % gain for the Lipper Balanced Funds Index, the Fund's performance benchmark.

For the March quarter, the Equity and Income Fund showed a loss of 1.6 %, compared to a 1.0 % loss for the Lipper Balanced Fund Index, the Fund's performance benchmaFor the March quarter, the Equity and Income Fund showed a loss of 1.6 %, compared to a 1.0 % loss for the Lipper Balanced Fund Index, the Fund's performance benchmafor the Lipper Balanced Fund Index, the Fund's performance benchmark.

The fact is, there has been a ton of money made / performance driven by, for example, «long Russell 2k» vs «short USTs» / «short ED,» or being long equities «value» against short equities «growth» since back mid 2016 when we began seeing positioning pivot this way (and accelerating post-Trump).

Return on invested capital (ROIC) was added to Hurco Companies» executive compensation plan in 2014 as a target goal for performance - based equity awards.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» said Henry R. Kravis and George R. Roberts, Co-Chairmen and Co-Chief Executive Officers of KKR.

Below is an overview of Glass Lewis» approach to analyzing compensation proposals in the United States, with separate sections covering say - on - pay analysis, pay - for - performance analysis, and our analysis of equity - based compensation plans.

While both the Oakmark International and International Small Cap Funds had acceptable investment performance in the fourth quarter of 2011, the full year was not good for global equities or for our two Funds, as natural disasters (first in Japan, later in Thailand) and Europe's sovereign debt crisis took their toll.

For Putnam Europe Equity Fund, Global Equity Fund, Growth Opportunities Fund, International Equity Fund, International Growth Fund, Investors Fund, Research Fund, and Sustainable Leaders Fund, recent performance may have benefited from one or more legal settlements.