Sentences with phrase «holds assets which»

However, Hutton's relational idea of stakeholding gave way to a much more individualistic understanding of the term, a matter of individuals holding assets which increase their options in the marketplace.

The findings of behavioral finance research nibbles away at the return advantage of a stock - heavy portfolio by demonstrating that, on average, we're not capable of holding assets which are so volatile.

Second, Ellenbogen's fund can be offered a discounted price since it is willing to hold assets which are not very liquid.

As a result, in recent years, Canadian courts and the legal profession have increasingly been tasked with the challenge of responding to cases where matrimonial property includes foreign - held assets which, sometimes, were greater in value in than those assets held on Canadian soil.

Not exact matches

The privately held firm, which is not regulated by the Office of the Superintendent of Financial Institutions (OSFI), claims its assets under management jumped more than tenfold to $ 225 million between 2009 and 2015.

Other than real estate, which has higher yields and can act as a diversifier, Turnbull won't hold any sector or alternative - asset ETFs.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

In 2010, in the wake of the financial crisis, the Fed and its global counterparts signed the so - called «Basel III» accords, under which all countries agreed to raise the minimum level of capital banks must hold to 8 % of their risk - adjusted assets.

Meanwhile, others see digital currencies as an asset like gold, which can hold its value amid times of government instability.

Facebook's shares have lagged behind other big tech names, making the valuation potentially attractive, says Tim Seymour of Triogem Asset Management, which has accounts holding shares in the social media firm.

As a result, risky asset classes such as equities and commodities will be assigned much higher reserve requirements than bonds, which is why some insurance industry players are already dumping equities to hold a greater proportion of bonds.

In fact, Australia's stock exchange is already dead set on switching to a blockchain - powered system for their operations, which is designed by the blockchain startup Digital Asset Holdings.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

Prior to July, the last time the currency hit $ 300 was on March 10, the same day on which bitcoin companies 21 Inc, ShapeShift, and Digital Asset Holdings all announced either fundraising rounds or big executive appointments.

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest payments.

Digital Asset Holding makes software that helps banks use block chain, which stores information about a transaction in a distributed manner.

(Actively managed ETFs — which in simple terms are a combination of indexing and active management — held about $ 27 billion in assets at the end of August.)

The market expecting the Fed to remain on hold, which «should allow premia to return in the curve» and limit a downturn in risky assets.

Concrete had apparently gone to Strategic, a privately held landlord and developer with more than $ 1 billion worth of assets, months earlier for a loan to purchase two buildings, the partnership units for which they'd only partially sold.

A sale of Yahoo's internet assets would leave the company just owning a 35.5 percent stake in Yahoo Japan Corp., as well as a 15 percent stake in Chinese e-commerce company Alibaba Group Holding Ltd., which accounts for most of its value.

«We're part of an affiliation of 22 community banks, mainly in the state, which among us hold $ 7.1 billion in assets,» he explains.

Synergy, which operates an IT infrastructure and data back - up service, held mining interests from its days as Nexus Minerals, which also acquired technology assets.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

Today's biggest bubble in safe assets, however, is the one in Treasury bonds, which is a direct consequence of the Fed's policy of holding interest rates down at abnormally low levels.

First, by the end of 2014, following the large - scale asset purchase programs, the Federal Reserve balance sheet was funded by about $ 3.1 trillion in liabilities other than Federal Reserve notes, which were mostly in the form of reserves in excess of the amount banks were required to hold; in contrast, there were only $ 64 billion of non-Federal Reserve note liabilities in June 2007, of which only about $ 2 billion were excess reserves.

Strategies typically employ quantitative processes which focus on statistically robust or technical patterns in the return series of the asset, and they typically focus on highly liquid instruments and maintain shorter holding periods than either discretionary or mean - reverting strategies.

The bank is said to be in the early stages of setup, which means hiring and figuring out the logistics, including how the bank will hold the assets and keep them secure.

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares, less any redemption fee, if applicable.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

They've made the next new Tribune Company — as compared to the to - be-split-off Tribune Publishing Co., which would hold the newspaper assets only, with unknown assigned cash and debt — an ever better proposition by keeping the digital and real estate assets usually associated with the newspapers.

PIMCO plans to introduce an ETF clone of Total Return Fund, which holds over $ 250 billion in assets.

Unlike many other metals firms, which actually own the metal you buy and hold it on your behalf, the metal you buy from the Hard Assets Alliance is yours and yours alone.

With funds managers holding about 15 - 20 per cent of assets in domestic bonds, the change in the composition of household assets has translated into higher demand for bonds — a demand which is no longer being met by government issues.

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares.

In 2015, the billionaire completed the biggest reorganization of his corporate empire with the creation of Cheung Kong Property Holdings, to hold his real estate assets, and CK Hutchison Holdings, which owns ports, retailers and mobile - phone networks.

They also hold highly diversified portfolios of mines and other assets, which helps mitigate concentration risk in the event that one of the properties stops producing.

The conglomerate, which has businesses that range from real estate to football and cinemas, had initially said it wanted to transfer ownership of some its overseas assets to its holding company as part of a restructuring, keeping them within the group.

Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in pension and other plan assets.

Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset base, research published today by the UK Sustainable Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.

These extensive reviews are designed to confirm that portfolios are being managed in accordance with your objectives, as well as within the parameters of the trust instruments in which the assets may be held.

I hold assets in other accounts which are not reflected here (mostly because they aren't as fun to write about and track).

According to Broadridge, the bulk of the $ 35 billion of net outflows from actively managed mutual fund accounts held at IBDs moved to ETFs, which recorded an increase of net new assets of $ 34.9 billion.

And unlike many other precious metal companies, which actually own the metal you buy and hold it on your behalf, the metal you buy from the Hard Assets Alliance is fully allocated, so it's yours and yours alone.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

It uses the Atomic - Swap Protocol, which provides seamless transactions between parties using the block chain to securely hold or «escrow» assets and funds being exchanged.

One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.

10 «Liquidity illusion» describes a situation in which market participants systematically underestimate the cost of liquidating the assets that they hold; see Nesvetailova (2008).

He was assigned by Pandit in April 2009 to divest $ 573 billion of assets as permanent head of the Citi Holdings unit, which held unwanted businesses.

This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional investors often hold assets to maturity and, when they do trade, do so in large amounts.

The biggest is Citi Holdings, the division into which previous bosses dumped orphaned and unwanted assets.