Sentences with phrase «impacted fund returns»

Notice in the last bit of this chart how that small - and historically insignificant - period of slightly lagging stock performance has impacted Fund returns since May.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

But the return has to be huge to impact the fund.

People brought up the Rikers Island story: in 2012 Goldman Sachs launched a $ 9.6 million social impact bond to lend the City of New York funds to reduce the rate of young criminals returning to prison.

Frustrated by the traditional foundation model in which programmatic impact is limited to the small grants budget, the foundation's board agreed to invest some endowment assets in ventures and funds that generated social and environmental benefits along with attractive returns.

Studies have shown that your asset allocation has a bigger impact on your long - term returns than any specific fund you pick.

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

Emerging markets impact investment funds have returned 9.1 % to investors versus 4.8 % for developed markets impact investment funds.

Impact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial rImpact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial rimpact alongside a financial return.

In all private investing, manager selection and due diligence are critical steps in the investment process and are important factors in obtaining superior returns and in risk management; impact investing funds are no exception.

There are funds within the Impact Investing Benchmark that have performed in line with top quartile funds in the comparative universe, showing that market rates of return for impact investments are possible and also reinforcing that manager skill is paraImpact Investing Benchmark that have performed in line with top quartile funds in the comparative universe, showing that market rates of return for impact investments are possible and also reinforcing that manager skill is paraimpact investments are possible and also reinforcing that manager skill is paramount.

Total returns, distribution rate, and yields reflect any applicable expense reductions, without which the results for those impacted funds would have been lower.

As fund size increases, it becomes more difficult for one investment to dramatically impact overall fund returns.

With the whole approach here, the vast majority of new funding is coming from folks like Mark and Priscilla Chan, and Emerson Collective, and John Doerr's Foundation, that not only have a very long timeline, but are explicitly interested in the impact side as well as the financial return.

About Social Venture Connexion (SVX) SVX (@theSVX) is an impact investing platform for impact ventures, funds, and investors seeking social and / or environmental impact alongside the potential for financial return.

If you're a Canadian that invests in funds that hold U.S. companies, currency fluctuations can make a big impact on your returns.

Impact investments are investments made into organizations and funds that generate measurable social and environmental impact as well as financial reImpact investments are investments made into organizations and funds that generate measurable social and environmental impact as well as financial reimpact as well as financial returns.

To understand the effect of this modest shortfall in stock selection performance over the past 8 months, recall that when the Fund is hedged against the impact of market fluctuations (and provided that our long - put / short - call index option combinations have identical strike prices and expirations), its returns are roughly equal to:

In the July 2010 version of their paper entitled «The Impact of Investor Sentiment on the German Stock Market», Philipp Finter, Alexandra Niessen - Ruenzi and Stefan Ruenzi test the predictive power of a composite sentiment measure combining consumer confidence, net equity mutual funds flow, put - call ratio, aggregate trading volume, initial public offering (IPO) returns, number of IPOs and aggregate equity - to - debt ratio of new issues.

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

Because the Oakmark Select and Oakmark Global Select Funds are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Fund's returns more volatile than a more diversified fFund's returns more volatile than a more diversified fundfund.

Proposal: Developing a thematic index underlying new Exchange Traded Fund (ETF) focused on environmental impact, long - term risk reduction, and competitive market returns.

About Social Venture Connexion SVX (@theSVX) is a full service impact investing platform that connects impact ventures and funds with accredited investors looking to make investments with demonstrable social and / or environmental impact and the potential for financial return, from nonprofit education projects to health ventures focused on early cancer detection.

The impact venture fund, managed by the MaRS Centre for Impact Investing, will invest in early - stage for - profit companies with a core social and / or environmental mission, measurable positive impact and the potential for strong financial reimpact venture fund, managed by the MaRS Centre for Impact Investing, will invest in early - stage for - profit companies with a core social and / or environmental mission, measurable positive impact and the potential for strong financial reImpact Investing, will invest in early - stage for - profit companies with a core social and / or environmental mission, measurable positive impact and the potential for strong financial reimpact and the potential for strong financial returns.

Because Oakmark Select Fund and Oakmark Global Select Fund are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Funds» returns more volatile than a more diversified fFund and Oakmark Global Select Fund are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Funds» returns more volatile than a more diversified fFund are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Funds» returns more volatile than a more diversified fundfund.

For now, the Strategic Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 2 % on the basis of bond price fluctuations), mostly in Treasury Inflation Protected Securities.

Because the Oakmark Global Select Fund is non-diversified, the performance of each holding will have a greater impact on the Fund's total return, and may make the Fund's returns more volatile than a more diversified fFund is non-diversified, the performance of each holding will have a greater impact on the Fund's total return, and may make the Fund's returns more volatile than a more diversified fFund's total return, and may make the Fund's returns more volatile than a more diversified fFund's returns more volatile than a more diversified fundfund.

Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

This rebalancing is what an investor in the Fund should expect from value managers, but to date the impact has detracted from return.

Cuomo has returned to the effort to oust de Blasio with a vengeance, bolstered by the impact of state and federal probes into the mayor's official conduct and fund - raising activities, a newly disclosed state Board of Elections memo accusing the mayor and his allies of «willful and flagrant» violations of state law, and polls showing de Blasio's popularity in sharp decline, the sources said.

Belief in the impact of the tutoring is so strong and the perceived return on investment from hiring tutors so high that Match Corps quickly went from a program funded by pilot grants to one that the charter school includes in its annual budget.

The Commission will examine factors that impact spending in education, including: school funding and distribution of State Aid; efficiency and utilization of education spending at the district level; the percentage of per - pupil funding that goes to the classroom as compared to administrative overhead and benefits; approaches to improving special education programs and outcomes while also reducing costs; identifying ways to reduce transportation costs; identifying strategies to create significant savings and long - term efficiencies; and analysis of district - by - district returns on educational investment and educational productivity to identify districts that have higher student outcomes per dollar spent, and those that do not.

Keep in mind that when you invest in a fund, you're not literally investing in an index, and fees and expenses will impact your return.

He also suggests the fund or ETF variables that lead to higher expected returns, along with the impact on a child or grandchild if the investment has performed well during the early years of the program.

However, while FD returns are futuristic, Debt fund returns are past returns and since interest rates in general have gone down, we might see its impact on debt funds too.

You also need to watch the expiration date on contingencies, as it can impact the return of funds.

Hence, for the debt mutual funds, declining bond prices of underlying holdings have been impacting the return that is a function of changing bond price.

Low - cost mutual funds are a good bet, to minimize the impact of fees on your return.

A capital gains distribution does not impact the fund's total return.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

The Strategic Total Return Fund continued to have a relatively short duration of less than 2 years, exposing the Fund to little impact from interest rate fluctuations.

NextShares, mutual funds and ETFs are subject to different fund costs that impact investor returns.

That being said, with index funds (and managed funds, which I'm not a huge fan of due to fees impacting returns) it could be inevitable that you might be indirectly investing in a company or two that you wouldn't invest in directly with individual stock.

The U.S. dollar was up between 5 % and 10 % against most major currencies since early June through September 30, 2014, negatively impacting currency translated returns, particularly in our two unhedged Funds.

Hartford Funds sustainable investment platform Sustainable investing seeks to provide competitive returns while making positive social and / or environmental impacts.

«The ad hoc adjustments used by banks, included inappropriate calculation of the cost of funds; no change in the base rate even as the cost of deposits declined significantly; sharp increase in the return on net worth out of tune with past track record or future prospects to offset the impact of reduction in the cost of deposits on the lending rate; and inclusion of new components in the base rate formula to adjust the rate to a desired level.

I just think that dispositions represent a source of cash flow that can be used to return to shareholders or fund growth initiatives and can thus have an impact on share prices.

The ones that do could see their fund returns impacted significantly.

While there are no guarantees of course, over time we would expect the currency impact on the long term returns of our Funds, whether hedged or unhedged, to be de minimis, as it has proven to be in the past.

One of the factors that impacts the expected returns of leveraged funds is simple math.