Sentences with phrase «good percentage of the assets»

«A good percentage of the assets that are operating today will still be operating in 25 years,» said Ian Simm, founder and CEO of Impax Asset Management Group.

Not exact matches

In general though, it serves us well to have a small percentage of our holdings in this asset category.

A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.

A good start is to begin investing a certain amount or percentage of assets each month, Thomas noted.

The percentage - of - assets fee is well entrenched in wealth management.

The percentage of people who like the Labour Party but not Gordon Brown, minus the percentage who like Gordon Brown but not the Labour Party, give a good indication of the «leadership asset value».

That is, you have to decide the percentage of each asset class you want in your portfolio, as well as the percentage of each asset in relation to your portfolio as a whole.

If a $ 50 billion fund found a $ 500 million company to be a good buy, it could only devote a very small percentage of its asset base into the company.

If you want someone to manage your portfolio as well, you may need to hire an investment adviser who is paid a percentage of your assets.

The more recent short break in 2001, I decided to go with a full service brokerage where you pay a percentage of your assets and they handle all the buying and selling (there were a lot of holdings and I was well diversified).

But it's lunacy to believe that the implementation of popular capitalization - based indices is costless, that their negative selection and weighting bias is zero, or that their implicit trading cost as a percentage of aggregate assets is currently below that of well - designed smart - beta offerings.

In particular, the implementation of popular capitalization - based indices is not costless; indeed, as a percentage of aggregate assets, their implicit trading cost is meaningfully higher than that of well - designed smart - beta offerings.

There are various percentage handicaps which are applied to the working capital figure (to account for obsolescence of inventory and uncollectability in receivables as well as the nebulous benefit of some other current assets like pre-paid insurance and rent) to arrive at the sum used to deduct liabilities from and arrive at the proper current asset figure used in the equation.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

A good number of these people are probably really looking for fee - for - service planners and / or money coaches who charge by the hour, not by percentage of assets in their portfolio.

But I would make sure Bitcoin is a smaller percentage of your overall assets in terms of what you invest (if it goes up and becomes a larger portion, that's all good!)

Identify the three fund categories that saw the greatest outflows, measured by percentage of assets, then buy good funds in each of those categories and prepare to hold them for three years.

A good formula for allocating your assets is to subtract your age from 110 and keep that percentage of your money in stocks, with the rest going into bonds.

Note that the fund's magnified exposure applies to losses as well as gains: Its net asset value should lose approximately twice the same amount, on a percentage basis, as any decrease in the daily performance of the index.

However, a certain percentage of these assets are not deemed to be investment grade (in the investment class of A or better), which in turn, can make the insurer ratings agencies a bit more leery about the company's overall financial strength in the event of a downward moving market.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

As certain kinds of assets (like stocks or bonds) perform better or worse than others, your target allocation (the percentage mix of various investments that you've chosen) will get out of whack.

They are traded on major exchanges, as well as privately; to obtain them, buyers pay a «premium» equal to a percentage of the value of the underlying asset.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner