Sentences with phrase «fund assets as»

As you can see from the following chart, which shows the percentage of index fund assets as total assets in equity mutual funds from 1985 to 2007.

«Trends in Mutual Fund Investing, August 2009 ″ (The same procedure for balanced or mixed mutual fund assets as decribed in the note above was applied.)

«Trends in Mutual Fund Investing, November 2007 ″ (The same procedure for balanced or mixed mutual fund assets as decribed in the note above was applied.)

Because the government spends this borrowed cash, some people see the trust fund assets as an accumulation of securities that the government will be unable to make good on in the future.

If there is a change in directors of the company, you don't have to change the name on the ownership documents for each fund asset as the trustee of the fund has not changed.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

It's not always — sometimes you have a fund with safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

In addition to CB «s Investor 500 stock rankings, investment strategies and stock picks, the book contains insight from top Canadian fund managers, such as BlackRock, TD Asset Management, Fidelity Investments and RBC.

«Movenpick marks an acceleration towards its development in the luxury part of the sector, as well as the Middle East, Africa and Asia Pacific,» said Roche Brune Asset Management fund...

• Antares Capital appointed Timothy Lyne as senior managing director and co-head of Sponsor Coverage and Vivek Mathew as head of Asset Management and funding.

However, mutual funds may also invest up to 15 percent of fund assets in non-liquid investments, such as privately held startups.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

Arrington told Fortune that the fund would invest primarily in digital assets, including exotic ones, and in so - called «initial coin offerings,» which involve the sale of digital tokens that can in some cases provide access to an online service such as file sharing.

Are you a part of or a keen follower of new asset classes such as cryptocurrencies, hedge funds, private equity and other such investments?

Explaining the industry and what's going on takes the form of several audiences; one being the overly - optimistic entrepreneur who still has aspirations of raising capital to get their company to a liquidity event, another being the up and coming venture capitalist in training (think decades long training cycles) who recently finds themselves a free agent as the asset class shrinks and wants to start their own fund, and the final being ambitious MBA's switching careers and see venture capital as the preferred destination.

In 2014, as the overall value of its assets declined, O'Leary Funds charged new expenses called «administration fees» and «directors fees» to investors, totalling $ 650,000 across 13 mutual fFunds charged new expenses called «administration fees» and «directors fees» to investors, totalling $ 650,000 across 13 mutual fundsfunds.

Ari Levy, manager of TD Asset Management's resource fund, says eastern timber companies aren't the same as western ones.

While digital money was once seen as the province of cranks and computers geeks, it's now so mainstream that investors see it as a new asset class and are creating hundred million dollar hedge funds to acquire it.

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

Sometimes known as «set it and forget it» investments, these diversified funds automatically adjust their asset allocation and risk exposure based on your age and retirement horizon.

ETFs, which typically have lower fees than mutual funds, have enjoyed several-fold growth in assets over the past decade as investors have sought to reduce the overall cost of their investments.

People who have a big portion of their assets in stocks and mutual funds stand to lose the most if the market tanks as they are preparing to or starting to withdraw money from their accounts.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

Dozens of funds have sprouted up this year to trade digital assets such as bitcoin, and some big - name money managers like Bill Miller and Michael Novogratz have also taken an interest.

BRVM is also in talks with private equity funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve said.

As far as the outspoken economist is concerned, the troubled asset fund deserves the same marks as most of the emergency actions that came out of the U.S. Federal Reserve, where Brusca used to worAs far as the outspoken economist is concerned, the troubled asset fund deserves the same marks as most of the emergency actions that came out of the U.S. Federal Reserve, where Brusca used to woras the outspoken economist is concerned, the troubled asset fund deserves the same marks as most of the emergency actions that came out of the U.S. Federal Reserve, where Brusca used to woras most of the emergency actions that came out of the U.S. Federal Reserve, where Brusca used to work.

SHANGHAI, March 21 - Global asset managers are lobbying Beijing to offer tax benefits and other incentives to entice China's aging population to invest in mutual funds for their retirement, as funds eye a multi-trillion dollar opportunity in commercial pensions.

Founder Janet Hanson had recently left her CEO role at Milestone Capital, a hedge fund with $ 2.5 billion in assets, to join Lehman Brothers as a managing director.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccoFunds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccoFunds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accofunds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accofunds should be wired to one of the Fake Fund Accounts.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

As Ron Lawson, managing director at the U.S. - based Logic Advisors, explains, without easy access to credit, agricultural producers were forced to cash in their assets to secure funds.

While there are plenty of places to buy bitcoin, many investment funds can only hold assets that meet certain regulatory standards — such as approval from the SEC.

In September, after a lengthy investigation by staffers at the Senate Judiciary Committee, chairman Sen. Chuck Grassley (R - Iowa) blasted the service for using forfeiture funds to pay for perks and luxury items such as «high - end granite countertops and expensive custom artwork,» much of it installed, appropriately enough, at a new Asset Forfeiture Academy in Houston.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

You may come to see the long - term benefits of investing in an asset or recognize that you have only enough capital for one investment and therefore opt to put the funds toward your business operations as opposed to buying and maintaining a building.

NEW YORK, Nov 28 - The Federal Reserve faces the challenge of standing by as financial markets «correct» as the central bank trims its asset holdings, U.S. hedge fund manager David Tepper said on Tuesday, adding he was surprised the bond - yield curve was so flat.

«Shorter duration hedge fund assets have grown at a rapid pace even as market liquidity has deteriorated, particularly in the high yield and distressed debt markets.

Today at least seven small financial firms, such as Poseidon Asset Management, Salveo Capital, and Emerald Ocean, are raising money to fund pot companies.

Bill Ackman has seen his hedge fund's assets cut more than in half from their peak above $ 20 billion in 2015 as institutional investors flee Pershing Square's abysmal returns amid a roaring bull market.

In terms of country exposure, as of May, 53 percent of the fund's assets were in Russia, 17 percent were in Egypt, and 11 percent were in Turkey.

Today it's known as the Vanguard 500 Index Fund, and it holds some $ 260 billion in assets.

The $ 3 trillion hedge fund industry, which has been struggling to outperform stock and bond markets, could see assets shrink by as much as 30 percent in the next three years if performance continues to disappoint, according to a report this month from Boston Consulting Group.

Scott said the group would look to dispose some minority assets with funds raised going towards the faster growing parts of the business, such as data, technology and digital services.

It's worth noting that the cryptocurrency fund fees are still much higher than comparable passive stock market funds, with S&P 500 index funds priced as low as.05 % of assets.

We don't have assets to serve as collateral for banks to seize, so we had to find a bank that could take the time to understand our business and tailor a funding approach to what we do.»

Under Previous Standards, we did not reflect advertising fund contributions or advertising fund expenditures in our Consolidated Statement of Operations, and temporary net differences between contributions and expenses were reflected as prepaid assets or accrued liabilities on our consolidated balance sheet.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondAs a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondas liquid as stocks or bondas stocks or bonds.

Many see the launch of the derivatives contract as a first step towards establishing cryptocurrencies as a legitimate asset class, paving the way toward an exchange - traded fund.