Sentences with phrase «hold similar assets»

They hold similar assets to the index being tracked.

Not exact matches

Fears of similar upsets appear to be holding back investment flows into government bonds, while thirst for income has boosted other fixed income assets such as credit.

Based on a comparison of total expense ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock asset class.

This behaviour is similar to that of many longer term gold investors: keep hold of your assets until they are once again valuable.

Former JPMorgan executive Blythe Masters has also been leading a collaborative effort between IBM and start - up Digital Asset Holdings to explore similar ledger technology, while December saw the Securities and Exchange Commission approve a stock plan created by online retailer Overstock, in which businesses can issue and borrow securities using blockchain.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

While Denmark and Slovenia have increased transparency around company ownership, Eurodad says that similar efforts have been curtailed in Luxembourg and Germany, which have sanctioned use of shell companies, trusts, holdings and foundations that can help obscure the source of assets and cash.

To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution or other sale or transfer of some or all of Hormel Foods» assets, whether as a going concern or as part of bankruptcy, liquidation or similar proceeding, in which personal information held by Hormel Foods about our Website users is among the assets transferred.

The price of the assets would include the closing price on the stock rather than a bid or ask, similar pricing for bonds held by the fund, derivatives and cash equivalents.

A: The international holdings are very similar to the U.S. asset classes: large and small blend and value, real estate, plus a slice of emerging markets.

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

Similarly when switching between ETFs, conducting a NAV trade may prove an attractive and efficient consideration to ensure seamless exposure to the desired assets, as long as the methodologies used to calculate the value are broadly similar or if the two funds share a significant amount of common holdings.

You would replace the assets that you sold in you taxable accounts by buying similar assets in tax - advantaged retirement accounts using the cash that you held in your tax - advantaged accounts.

For an investment company or similar entity, the total current value of assets held less the amount of outstanding liabilities, divided by the number of shares outstanding.

Securities held by the Fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

The proportion of investor asset held in stocks will return to an average level, and returns similar to the historical average will come thereafter.

Although the fund's historical standard deviation was similar to that of the ETF implementing its primary benchmark (IWD), the fund's concentrated portfolio (top ten holdings constitute over 44 % of total assets) may result in a higher volatility in the future.

First, the good news: At the end of 2016, 11.3 % of Canadians» investment fund assets were held in index funds and similar passively managed products.

Holding an asset with a short time horizon for disposal is a crowded trade, if many others have a similar idea.

Examples include Tetragon Financial Group (TFG: NA) & Alternative Asset Opportunities (TLI: LN), and I'm still working on a similar (undisclosed) holding].

A Comparison Can Be Drawn Between the Assets of Real Estate and Cash Value Life Insurance Because, In Some Key Ways, They Are Similar Investments, and Who Holds The Title to These Assets, Both During Your Life and Upon Your Death, Will Impact Your Overall Estate Plan.

A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.

The Fund will not purchase a debt security that is rated less than Caa / CCC by Moody's or S&P, respectively, and will only purchase an unrated debt security if the Fund managers believe that the security is of at least B quality, subject to a limitation that the Fund may not hold more than 20 % of its net assets in debt securities that are rated less than B or that are unrated debt securities of similar quality, based on the Fund managers» fundamental analysis of the issuer and of rated bonds issued by similar issuers.

Although this novel approach in Darby had no impact on the husband so long as he remained in Costa Rica, if a similar order were made against a spouse who resided within Canada and held assets in a foreign jurisdiction, it could prove to be a powerful tool in ensuring that the other spouse received their fair portion of any matrimonial assets held outside of the country.

«While there are certainly investors and homeowners holding real estate assets that will be underwater for seven years or more, the current housing market is positioned to behave very similar or even below historical norms, given the current economic climate.»

«While there are certainly investors and home owners holding real estate assets that will be underwater for seven years or more, the current housing market is positioned to behave very similar or even below historical norms, given the current economic climate.»