Sentences with phrase «held by the investment»

The assets held by the investment company can vary in quality and maturity based on the investment practices described in the prospectus.

They are widely held by investment funds and individuals.

(2) Each Investment Portfolio (with the exception of the Principal Plus Interest Portfolio) pays the Plan Manager a fee at an annual rate of 0.03 % of the average daily net assets held by that Investment Portfolio.

True enough, but what I did not know was how much risk was still being held by investment banks.

In particular, under the ESMA MoU, the requested authorities shall give access to documents of any persons, request information from any person, carry out on - site inspection or other investigation activities, provide records of telephone conversations or other communications held by investment companies, and provide data traffic records.

Client money belongs to the client but is held by an investment firm under a statutory trust for trading or portfolio management purposes.

Not exact matches

But Senator Investment Group cut its position by more than half when it sold 875,000 shares and Third Point trimmed its holding by selling 400,000 shares to own 5 million.

Senator Investment Group raised its holding by 130 percent when it added 8.5 million shares in the drug maker.

Metropolitan Bank Holding Corp, which is used by cryptocurrency companies and investment firms for wire transfers and deposits, has ceased all cryptocurrency - related international wires effective immediately, Fortune has learned.

Instead, they're held by Crombie Real Estate Investment Trust (TSX: CRR - UN), which was spun out of Empire Co. Ltd. (TSX: EMP - A), Sobeys» parent company, in 2006.

Hunter Hall Investment Management says Ian Trahar's bid to take over Kresta Holdings significantly undervalues the business and has rejected suggestions it was seeking to take control of the business by ousting key board members.

When the U.S. Federal Reserve chose to hold rates in June, it specifically called out weak business investment in that country by way of explanation.

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

By holding off on this investment, we knew we'd be creating headaches for ourselves later when it came time to overlay a new inventory - tracking system on an operating retail chain.

Tiny circle of trust: The newspaper was sold by New Media Investment Group (NEWM), which is a holding company for newspaper publisher Gatehouse Media.

ESL Investments, the hedge fund led by the CEO of Sears Holdings, Eddie Lampert, has made a proposal to buy some of the retailer's assets.

By contrast, you'd pay the lower capital gains rate of about 15 percent to 20 percent on transactions for Bitcoin held as an investment, for example if you obtained it on an exchange.

A survey last year by Mercer, a retirement and investment group, revealed that European pension funds would be inclined to raise their bond holdings when average long - term sovereign bond yields reached 2.8 percent.

Rather, Outfit7 Investments Ltd. (Outfit7) said in a press release that its shareholders have sold 100 percent of the company to a consortium of investors from Asia, represented by United Luck Group Holdings Limited under the leadership of Ou Yaping.

Currently, registered investment advisors regulated by the Securities and Exchange Commission or state securities regulators are already held to a fiduciary standard of conduct under which they must act in their clients» best interests.

From our definition there flows an important corollary: The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability — the reasoned probability — of that investment causing its owner a loss of purchasing power over his contemplated holding period.

Berkshire Hathaway, billionaire Warren Buffett's investment vehicle, beefed up its media holdings in the fourth quarter by taking a stake in 21st Century Fox (FOX).

Speaking at the CERAWeek by IHS Markit conference in Houston, Cornyn and Alaska Republican Sen. Lisa Murkowski warned the taxes could hold back investments in oil and gas infrastructure, alienate allies and water down the benefits of tax cuts and deregulation.

The latest pharma innovation report from Deloitte holds some pretty grim news for pharma: returns on R&D investments by large cap companies slid to a mere 3.7 % in 2016, down from the 10.1 % returns seen in 2010 (although the cost of bringing a drug to market is beginning to stabilize).

The recent opening up of Myanmar to foreign investment has now created an opportunity for ASX listed Myanmar Metals to unlock Bawdwin's potential for the first time since it was held by Herbert Hoover's Burma Corporation almost a century ago.

«Goldilocks Investment Company Ltd has filed legal action today in light of the continuing refusal by Noble Group Ltd to recognize legitimate legal rights of Goldilocks as a shareholder of Noble,» the investment fund, which holds an 8.1 percent stake in Singapore - listed Noble said in a Investment Company Ltd has filed legal action today in light of the continuing refusal by Noble Group Ltd to recognize legitimate legal rights of Goldilocks as a shareholder of Noble,» the investment fund, which holds an 8.1 percent stake in Singapore - listed Noble said in a investment fund, which holds an 8.1 percent stake in Singapore - listed Noble said in a statement.

Mylan made the first investment in the coal producing plants in 2011, and expanded its total holdings to 5 plants by 2014.

According to Browder's testimony, Putin amassed his vast wealth by using political clout to coerce Russians who made similar investments to simply hand over large chunks of their holdings to him.

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

If you're talking about a new project with no significant investment already deployed, building a new mine if you expect today's prices to hold in the long term is a tough call — a 50 - year oil sands project is a lot of risk for less than a 10 % rate of return — but even there, you can see the impact of the lower Canadian dollar and the hedge provided by a royalty regime which lowers rates when prices are low.

The Fed also pressured JPMorgan to dilute the amount of metal held by its own traders in Henry Bath, an issue that has riled major metal consumers and critics of a copper investment fund the bank was trying to launch.

It is not clear what percentage of metal held in Henry Bath was owned by JPMorgan's traders, but it was high enough to alarm the Federal Reserve and to make it difficult for JPMorgan to classify the asset as a strictly passive investment.

Valeant, backed by activist investor Bill Ackman, whose Pershing Square Capital Investment holds some 10 per cent of Allergan stock, originally announced its takeover bid back in April and has since boosted it twice to some US$ 53 billion.

Telenor, which already holds 39.5 percent of the Russian Vimpelcom, earlier said it expects Weather Investments to exercise the sell option and the deal to close by Oct 1, at the latest.

Halom Investments has asked the Takeovers Panel to revise MMA Offshore's planned $ 97 million capital raising, claiming the deal is designed to entrench the control held by the incumbent board.

Exports and business investment in Canada have been held back by competitiveness challenges and trade - policy uncertainties, which include escalating geopolitical conflicts that risk damaging global expansion, the bank said.

The initial deployment will consist of approximately 120 satellites by 2021, said privately held Telesat, principally owned by Canadas Public Sector Pension Investment Board and Loral Space & Communications Inc..

The Coinbase Index Fund, which requires a minimum investment of $ 10,000 and weights its cryptocurrency holdings proportionately by their market caps, would have returned about 995 % over the past 12 months, an increase of nearly 11-fold.

First, Sears Holdings, which also owns the Kmart discount chain, said it had obtained a $ 500 million loan secured by mortgages on 46 properties from affiliates of Lampert's hedge fund, ESL Investments, earlier this week.

But whether Bitcoin can actually replace gold (let alone traditional government - backed currency) has been a matter of fervent debate — quite literally, as evidenced by an event last week entitled «Gold Versus Bitcoin,» held at a New York comedy club, in which well - known gold proponent (Jim Rickards debated James Altucher, a self - help author now peddling Bitcoin investment advice under the moniker «crypto - genius.»

And nearly two years ago, it was sold to Galaxy Brand Holdings, an investment vehicle owned by private equity firm The Carlyle Group (CG).

Despite its public listing, Husky is controlled, to the tune of some 70 %, by Hong Kong billionaire Li Ka - shing via his companies LF Management and Investments, and Hutchison Whampoa Luxembourg Holdings.

For all the indications that younger investors may be catching onto a «buy - and - hold» stock investment strategy, it's important to note that millennials have much less to invest, and to lose, by staying in the market than their parents who are close to retirement.

If you're talking about a new project with no significant investment already deployed, building a new mine if you expect today's prices to hold in the long term is a tough call — a 50 year oil sands project is a lot of risk for less than a 10 per cent rate of return — but even there, you can see the impact of the lower Canadian dollar and the hedge provided by a royalty regime which lowers rates when prices are low.

Four mutual fund companies holding Uber investments recently marked down their shares by as much as 15 %, according to the latest disclosure documents released.

Led by BPI France and Temasek Holdings, a number of top sovereign wealth funds have increased their healthcare investments over the past five years.

Bengaluru: Another mutual fund, this time one managed by US - based investment firm Vanguard Group, has marked down the value of shares it holds in India's largest e-commerce firm Flipkart Ltd..

As always, more return leads to more risk but by spreading out your portfolio over a number of different assets you can continue to decrease your risk of holding only one type of investment.

Mr. Kushner has consulted with at least one lawyer and believes that by forgoing a salary and putting his investment fund, his real estate holdings and The New York Observer into a blind trust, he would not be bound by federal nepotism rules, according to one of the people briefed.

(f) a corporation, the sole business of which is to hold investments and the entire share capital of which is owned by one or more persons, each of whom is an Accredited Investor; or