Sentences with phrase «generate investor assets»

Overall, TOLZ's strategy makes sense and its fee is competitive in the segment, but the fund will need to generate investor assets to secure long - term viability.

Not exact matches

Private firms like Amur have proliferated in the past few years, which is hardly a surprise, given that Canada's stubbornly low interest rates have pushed investors into alternative asset classes, and residential real estate has generated stunning returns for investors and homeowners alike.

«Canadians continue to trust RBC GAM's investment solutions and expertise in helping them reach their investment goals,» said Doug Coulter, president of RBC Global Asset Management Inc. «Income - generating solutions remain popular among investors and advisors.

Most investors would never know that these discontinued operations distort GAAP numbers by over-stating assets on balance sheets and distorting the picture of a company's ability to generate a return on that capital.

Asset - backed securities allow issuers to generate more cash, which, in turn, is used for more lending while giving investors the opportunity to invest in a wide variety of income - generating assets.

This skepticism about the future — even with asset prices rising — has created a negative feedback loop, driving investors to safe harbors such as cash, bonds, gold and yield - generating securities thereby reducing demand, inflation and growth in an ongoing vicious cycle.

As manufacturers begin to consider technological assets as core to their competitive advantage, they are turning to acquisitions to help accelerate development and increase efficiency thus generating lucrative returns for early - stage investors.

But the roots are global as well and at least one of the roots is financial repression which is the major central bank's policies over the last nine years of recovery to drop interest rates to zero to buy risk assets, to push investors into risk assets and generate a lot of liquidity and credit.

A recent SEC order instituting administrative and cease - and - desist proceedings against a small hedge fund manager confirms the principle that hedge fund investors — not managers — own the assets in funds and any assets generated with those assets, subject to specific exceptions.

Investing only in the top - performing asset class each year would likely generate the best returns, however, such a feat is extremely difficult, if not impossible, to do consistently, even for seasoned investors.

«We expect in the current market that quality peri-urban assets such as these with rezoning potential and multiples titles will remain popular, particularly investment assets with reliable tenants that generate 7 to 8 per cent yields to investors,» Mr Forrest said.

Interest income is attractive for many investors because it typically is generated by asset classes that have the lowest amount of inherent risk.

Second, investors do better on the whole when there is a risk free asset earning something to allocate money to, because otherwise investors take too much risk in an effort to generate income.

History shows stocks have generated the best returns of any asset class over the long run within North America — but they are volatile in the short run and investors who track things too closely are more likely to be frightened out of their positions prematurely.

Dynamic asset allocation generates smoother long - term risk - adjusted performance but it is a complex strategy for a private investor to implement himself.

The brokerage firm carries out the transactions on your behalf, but you, the investor, own the assets in the account and must normally pay tax on any earnings generated in the account.

The covered - call strategy is often employed when an investor has a short - term neutral - to - bearish view on the asset and for this reason decides to hold the asset (long) and simultaneously have a short position via the option to generate income from the option premium.

Covered calls are an options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset in an attempt to generate increased income from the asset.

The combination of low / no commission fees and simplicity of management mean that online brokerages can market to passive investors with messaging that doesn't promote someone having to make numerous trades; instead the goal can be asset gathering, which is another way in which online brokerages can generate revenue.

A collateralized debt obligation (CDO) is a structured financial product that pools together cash flow - generating assets and repackages this asset pool into discrete tranches that can be sold to investors.

In fact, studies show that asset allocation is responsible for more than 100 percent of the positive returns generated by investors.»

So let's try to make it simple: David Swensen writes that investors have three tools to generate investment returns: «asset allocation, market timing and security selection.

And because both ETFs focus on income - generating assets (bonds and dividend - paying stocks), they are appealing to investors who are drawing down their portfolios in retirement.

That's why Heath recommends that TFSA investors hold high - growth or income - generating assets to take full advantage of the tax break.

While REIT investors can generate capital gains as the share price ideally increases over time, when you buy an investment property, you're continuously building equity in a tangible asset.

When investors become older and are closer to retirement it is recommended to shift from growth to income earning assets to generate monthly or quarterly income and help preserve principle.

The dividend yield is used by investors to show how their investment in stock is generating either cash flows in the form of dividends or increases in asset value by stock appreciation.

⁵ In other words, while the efficient market hypothesis predicts that public securities will always trade at their fair market value, private market assets such as commercial buildings may trade for well below their true market values, hence providing an opportunity for investors to generate above - market returns.

Matisse Funds views closed - end funds as a unique opportunity where an investor can purchase a diversified fund and potentially generate additional returns through a change in the relationship between a closed - end funds» market price and its Net Asset Value (NAV) *.

But Franklin Templeton cautions against the rationalization embraced by younger investors that they simply can choose to keep on working if they haven't accumulated enough assets to generate adequate income in retirement.

October 2005 by Wayne Thorp For many investors, cash is «king» when it comes to selecting stocks, since growth in sales, earnings and asset values is ultimately fueled by a company's cash - generating ability.

While noting that market timing and security selection can generate investment returns, the author makes a convincing case that retail investors should instead focus on intelligent asset allocation.

He argues that other groups, such as low - and middle - income taxpayers, the elderly, and less successful investors, typically have low financial flexibility, and therefore have much less discretion over when to realize capital gains as they need the cash flow generated by these asset sales.

There are people who are under the mistaken belief that to generate good returns the average investor's portfolio must have complex asset allocation and esoteric holdings.

And heck, if you don't know anything about real estate (even though I think you could educate yourself by reading some well - chosen real estate investment books and spending 6 - 12 months on sites like biggerpockets.com), you can still build a collection of REIT investment assets that generate 5 - 7 % in annual income (in some years, patient investors can get 8 % or more in annual income from their REIT investments if they insist on value investing with real estate investment trusts).

While some investors crave more control and direct exposure to hard assets — and the potentially outsized returns that can be generated with this strategy — others will find the passive nature of investing in REITs or other private real estate funds more attractive if they are looking for a complete hands - off solution.

Our bias for tangible over intangible assets will almost certainly lead us to a lower valuation for YHOO than another investor with a preference for intangible assets which generate earnings or cash flow.

For practical purposes, a breach may arise: (i) if a state may makes discriminatory legislative reforms which adversely affect the international investment; or (ii) if a state arbitrarily or capriciously denies tax exemptions to international investors in respect of revenues or profits generated by their investment; or (iii) if a state discriminates against an international investor by refusing to grant or renew permits; or (iv) if a state expropriates investment assets without due and proper compensation paid to the investor etc..

«The main target audience is for investors who do want to invest a big amount of money, but into crypto assets - and we're talking about cryptocurrencies and tokens which are generated during ICOs,» said Artem Duvanov, director of the NSD and an adviser to D3, adding:

Let's look into five new assets that, if invested in December 2017, would have generated an amazing profit for the investor and maybe can generate even more in the nearest future.

«Because of its innovative features as a digital asset, bitcoin has gained wide acceptance as a secure means of exchange in the commercial marketplace and has generated significant interest among investors,» Concannon wrote.

We strongly believe SMEs should have faster access to lower cost finance to grow their business while investors should have direct access to alternative asset classes that can generate higher returns in an environment where risks are shared.

Stability, Yield Drive Healthcare Real Estate Investment Activity, Say InterFace Panelists Investor demand for healthcare properties throughout the country is soaring, driven by the recession - resistant nature of the asset class and its ability to consistently generate strong returns... REBUSINESS

And because it motivates investors to sell assets, Section 1031 generates transactional activity, and transactions beget economic growth and stimulus.

In essence then, with the right buy - to - let property, investors can build an ongoing inflation - linked annuity income stream through an asset that also generates capital growth, using very little of their own out - of - pocket money to do so, as the property is acquired with mortgage finance and the rental income covers the mortgage repayments and other property costs.

«The asset class has... recently demonstrated the ability to generate high risk - adjusted returns, aiding in distributing funds back to investors at record levels and having a positive impact on investor appetite for real estate,» says Oliver Senchal, head of real estate products at Preqin.

Geographically, net lease assets in major markets — particularly those in states with no income tax — are generating the most demand from these investors, according to Feeney.

Since the note generates monthly income for the investor, it can be considered a cash - flowing asset.

Between the rental income and the upside from selling the assets after renovations, in three to five years, properties should generate annual yield of 8 percent to 10 percent for investors, he said.

He has sold over $ 450M in residential assets throughout his career, generating millions in returns for the individual and institutional investors he works with.