Sentences with phrase «fund under performance»

While the SPIVA scorecard is confined to stock funds, the Vanguard graph shows that active fund under performance is epidemic in stock and bond funds, both foreign and domestic.

Not exact matches

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.

The fund declined last month, bringing its 2018 performance through March to a loss of 8.6 percent and assets under management to $ 8.2 billion, less than half its 2015 peak.

Specifically, Shkreli is accused of defrauding investors in his hedge funds by making «material misrepresentations» about the performance and assets under management.

a scheme to defraud investors and potential investors in MSMB Healthcare by inducing them to invest in MSMB Healthcare through material misrepresentations and omissions about, inter alia, the prior performance of the fund, its assets under management and existing liabilities; and then by preventing redemptions by the investors through material misrepresentations and omissions about, inter alia, the performance of the fund and the misappropriation by SHKRELI and others of fund assets; and

Constituent funds report monthly net - of - all - fees performance in USD and have a minimum of $ 50 million under management or a twelve (12)- month track record of active performance.

Hedge fund managers, once viewed as the rockstars of the financial world, are coming under fire by investors for poor performance.

In addition to factors previously disclosed in Tesla's and SolarCity's reports filed with the U.S. Securities and Exchange Commission (the «SEC») and those identified elsewhere in this document, the following factors, among others, could cause actual results to differ materially from forward - looking statements and historical performance: the ability to obtain regulatory approvals and meet other closing conditions to the transaction, including requisite approval by Tesla and SolarCity stockholders, on a timely basis or at all; delay in closing the transaction; the ultimate outcome and results of integrating the operations of Tesla and SolarCity and the ultimate ability to realize synergies and other benefits; business disruption following the transaction; the availability and access, in general, of funds to meet debt obligations and to fund ongoing operations and necessary capital expenditures; and the ability to comply with all covenants in the indentures and credit facilities of Tesla and SolarCity, any violation of which, if not cured in a timely manner, could trigger a default of other obligations under cross-default provisions.

The criteria used to select which companies are included in the case studies was not financial performance based and nothing presented herein is intended to constitute investment advice and under no circumstances should any information provided herein be used or considered as an offer to sell or a solicitation of an offer to buy an interest in any investment fund managed by Sapphire Ventures.

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.

The Vanguard review provides much smaller differences between individual investor and fund performance as compared the large individual investor under - performance reported by DALBAR.

The indictment alleged that Shkreli induced investors to invest in the hedge funds through material misrepresentations and omissions about prior fund performance and the amount of assets under management, among others.

Under these circumstances, changes in the economic conditions in that state or territory are likely to affect the Fund's investments and performance.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

Because, a) long - short mutual funds are expensive, b) the nature of shorting a stock means getting limited upside but infinite downside, and c) active manager performance can wane over time as assets under management increase.

As always, past performance does not ensure future returns, market behavior may differ from historical market behavior that has emerged under similar conditions, and there is no assurance that the Hussman Funds will achieve their investment objectives.

Providing for benefit payments and the performance of contract obligations under no - year or multi-year or other funds remaining available for those purposes;

Providing for benefit payments (i.e., social security and veterans benefits) and the performance of contract obligations under no - year or multi-year or other funds remaining available for those purposes;

The model is being developed under the auspices of the Center for Nuclear Waste Regulatory Analyses (CNWRA), the NRC's federally funded research and development center, and will be described at the GSA meeting by NRC performance analyst Jin - Ping Gwo.

He is a former member of PCAST under President Bill Clinton and a member of the executive committee of the Council on Competitiveness, where he co-chairs the steering committee for the council's federally funded High - Performance Computing Initiative.

The sequencing centers will be funded under cooperative agreements in which substantial programmatic involvement is anticipated among NHGRI and the recipients during performance of the scientific activities.

Under the directorship of Guang Yue, PhD, Human Performance & Engineering Research conducts a variety of mobility rehabilitation and related biomechanical and neurophysiological research studies with funding from National Institutes of Health, NIDRR, New Jersey Commission on Spinal Cord Injury Research, Craig Neilsen Foundation, Department of Defense, and Kessler Foundation.

For example, support for the improvement of student testing, for the development of improved databases and value - added measures, and for initial payments of expanded salaries under performance - based pay could provide important incentives for the states to move toward more logical and more effective funding systems.

Already, under No Child Left Behind, states determine funding for schools by student performance on these state tests.

The NEA criticized the draft for including «no requirement for multiple measures of school or student performance» and for not requiring non-test-based teacher evaluations under the Teacher Incentive Fund, which doles outs competitive grants.

Under ESSA, states will receive additional funding to conduct audits on their testing systems ande ensure that they are accurately evaluating student performance.

The report examines progress in the performance of students in high - poverty schools, the development of state standards and assessment systems, accountability systems and school improvement efforts, the targeting of Title I funds, Title I services at the school level, support for family involvement, services for students in private schools, and services provided under the Even Start, Migrant Education, and Neglected and Delinquent programs.

As the district's first SLO Specialist, he spearheaded the SLO work under the Leadership for Educators» Advanced Performance initiative, funded by the Teacher Incentive Fund.

In his Friday letter, «Money and power drive opponents of vouchers,» Rep. Steve Nass, R - Whitewater, claimed those wanting performance report cards for private schools receiving public funds under Wisconsin's voucher program are under the spell of the powerful «education bureaucracy.»

Impacts of Performance Pay Under the Teacher Incentive Fund: Study Design Report.

Under such an arrangement, the SEA authorizes outside organizations to take on these responsibilities, distributes funds to them, grants them significant authority and flexibility, and develops performance contracts by which to hold them accountable for meeting the state's goals.

As a result of commitments made under federal funding or prompting from community demands as well as courts - a number of districts are engaged with their local teachers unions over new evaluation systems that include student performance as an indicator.

Enacted under Title IV, Part B of the Elementary and Secondary Education Act (ESEA), the 21st CCLC program provides competitive grant funding to support before school, after school, and summer learning programs that focus on improving the academic performance of students in pre-Kindergarten through grade 12.

Now, with the passage of a new, equitable education funding formula and the implementation of Illinois» state plan under the Every Student Succeeds Act (ESSA), the Report Card will soon display additional information on district spending, and school spending, and student growth and performance broken down by demographic subgroups.

The report should summarize the program's financial performance to date, and recommend whether the objectives of the program would be best met by continuing the program under the authority of the Secretary, establishing a Government corporation of Government - sponsored enterprise to administer the program, or by relying upon the capital markets to fund projects of regional and national significance without Federal participation.

Upon the lapse of any obligation limitation under subparagraph (A), the Secretary shall reduce proportionately the amount authorized to be appropriated from the Highway Trust Fund (other than the Mass Transit Account) for fiscal year 2012 to carry out each of the Federal - aid highway and highway safety construction programs (other than emergency relief and funds under the national highway performance program that are exempt from the fiscal year 2012 obligation limitation) by an aggregate amount equal to the amount of adjustment determined pursuant to paragraph (1)(D).

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The authors also found Active Share and excess performance is higher among funds with fewer assets under management.

Value strategies tended to lag growth approaches in 2017, but the magazine suggests that investors should keep value funds in their sights as periods of relative over (and under) performance rotate.

For completeness, the final chart with statistics depicts the relative performance of the fund under current management through 2014:

Especially when you look at the historical performance of managed funds, you see that the majority of them (I don't have my copy of ARWDWS right now, so I'm relying on memory here) don't beat the market at all (and thus produce funds that under - perform the market by several percent after fees are taken out), and very few (maybe 5 - 10 %) manage to beat the market enough to make up for their fees.

This was the case at my former employer who had about a dozen actively managed funds (they weren't index funds) with fees under the average expense ratios of typical actively managed funds and performance on par with its benchmarks - so you get actively managed while paying near index fund prices.

Constituent funds report monthly net of all fees performance in US Dollar and have a minimum of $ 50 Million under management or a twelve (12) month track record of active performance.

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETFs.

You can learn the extent of an ETF's securities lending by checking its Management Report of Fund Performance and its financial statements (look under «Statement of Operations»), both of which you can find at SEDAR.

Investors can compare the performance of their schemes with those of other mutual funds under the same category.

Based on this showing, our Orthogonal Attribution Engine (or OAE, the tool we use to parse out the effects of each of the six sources of a fund's over - or under - performance) has enough confidence to incur expenses of roughly 1 % / year.

Also plotted is the downside return relative to cash or money - market, since while these funds have held up fairly well on absolute terms, on relative terms the potential for under - performance is quite clear.

While this record under the guidance of a long - term main manager is certainly impressive, as usual it is worth taking a look at the most recent performance of the fund.

Note that in this graph, active fund managers in equity, bond and real estate all under perform their passive counterparts, suggesting that poor performance is not restricted just to equity markets.