Sentences with phrase «highest value of the investment portfolio»

Those terms are set when the contract is signed and are based on the highest value of the investment portfolio.

Not exact matches

Stable value funds, which are available only within DC plans, invest in a diversified portfolio of high - quality, short and intermediate term fixed income securities through the use of investment contracts.

Advances in technology and investments in research and development have enabled the U.S. to expand its portfolio of whey protein and ingredients from basic commodities to a variety of higher - valued products.

Basic Types of Portfolios In general, aggressive investment strategies - those that shoot for the highest possible return - are most appropriate for investors who, for the sake of this potential high return, have a high risk tolerance (can stomach wide fluctuations in value) and a longer time horizon.

Sixty - one percent of people age 55 to 75 place a high value on having guaranteed income to supplement Social Security.2 For some people, annuities can be a valuable addition to a portfolio that includes Social Security, retirement savings, and other investments, because they can add an element of protection and guaranteed income.

Our example above just «earned» this investor an extra $ 90,000 in their investment portfolio over a period of 10 years — 9 % of the portfolio's total beginning value and a 4.2 % higher final return than the «non-optimized» portfolio.

Co-founder - 3G Capital Management Pavel Begun is a co-founder of 3G Capital Management, a global value - oriented investment vehicle that seeks to invest in a concentrated portfolio of high - quality publicly - traded businesses.

A severe or protracted market downturn can erode the value of a high - risk investment vehicle much faster than it can a typical retirement portfolio.

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long - term regardless of short - term market movements.

As we discussed yesterday in Testing the performance of price - to - book value, various studies, including Roger Ibbotson's Decile Portfolios of the New York Stock Exchange, 1967 — 1984 (1986), Werner F.M. DeBondt and Richard H. Thaler's Further Evidence on Investor Overreaction and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk (1994) and The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008) all conclude that lower price - to - book value stocks tend to outperform higher price - to - book value stocks, and at lower value, various studies, including Roger Ibbotson's Decile Portfolios of the New York Stock Exchange, 1967 — 1984 (1986), Werner F.M. DeBondt and Richard H. Thaler's Further Evidence on Investor Overreaction and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk (1994) and The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008) all conclude that lower price - to - book value stocks tend to outperform higher price - to - book value stocks, and at lower Value vs Glamour: A Global Phenomenon (2008) all conclude that lower price - to - book value stocks tend to outperform higher price - to - book value stocks, and at lower value stocks tend to outperform higher price - to - book value stocks, and at lower value stocks, and at lower risk.

As the various studies we have discussed recently demonstrate — Roger Ibbotson's Decile Portfolios of the New York Stock Exchange, 1967 — 1984 (1986), Werner F.M. DeBondt and Richard H. Thaler's Further Evidence on Investor Overreaction and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk (1994) and The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008)-- low price - to - book value stocks outperform higher priced stocks and the market in genValue vs Glamour: A Global Phenomenon (2008)-- low price - to - book value stocks outperform higher priced stocks and the market in genvalue stocks outperform higher priced stocks and the market in general.

Topics like investment lineup, tax - managed versus non-tax-managed, fees, tax loss harvesting, rebalancing, IFA FinPlan, and tilts towards the dimensions of higher expected return in the equities and fixed income markets within our IFA Index Portfolios have aimed to provide value to our clients.

Whereas a listed investment fund can invest in a high quality / diverse portfolio of companies for a mere 1 - 2 % expense ratio... but trades on a 20 % discount to its fair value?

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

While past performance doesn't guarantee future results, the higher return potential of stocks can make them attractive investments for long - term investors seeking to build the value of their portfolios or to stay ahead of inflation.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

Make smarter investment decisions with an in - depth look at every holding in your fixed income portfolio and the value - added coverage of our High Net Worth Bond Desk.

This means higher returns for the investment portfolio over time, and it means above average book value compounding, which correlates over time with the intrinsic growth in value of the enterprise.

If it does then I will try to steer the portfolio towards higher yield stocks, although not at the expense of the quality or value of future investments.

«Shell's deferral of Pierre River, one of the high - cost oil sands projects that we highlighted in our «Carbon supply Cost Curves» analysis last year, is in line with our belief that companies should cancel capex on high - cost projects in favour of a portfolio of low - breakeven investments in order to protect shareholder value,» said Andrew Grant financial analyst at the Carbon Tracker Initiative.

Notable highlights included advising CapMan on its high - value investment in Kokoc Group, and assisting EPI Russia with its sale of a Russian real estate portfolio to Raven Russia.

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

National constructs investment portfolios of modern property assets — apartment, office, mixed - use, industrial, data center and hotel — with design features, technological enhancements and amenities that can drive high tenant demand and create value for investors.