Sentences with phrase «in each asset category»

A basic calculation of alpha subtracts the total return of an investment from a comparable benchmark in its asset category.

As an independent fiduciary, Align scours the ever - growing landscape of impact investments to find the options in each asset category that best match your personal values and goals.

In general though, it serves us well to have a small percentage of our holdings in this asset category.

Do not hold just one fund in each asset category.

If you have a financial goal with a long time horizon, you are likely to make more money by carefully investing in asset categories with greater risk, like stocks or bonds, rather than restricting your investments to assets with less risk, like cash equivalents.

The positive social impact of keeping families and communities intact is, by itself, a singularly worthwhile reason to put capital in this asset category.

Not exact matches

Now factoring is considered just another kind of so - called «asset - based commercial lending,» a category that as a whole grew from $ 100 billion of credit extended at any one time in the early 1990s to more than $ 325 billion today.

Influence and trust in your brand — whether you're a recruiter, an employer brand, or another category of influence — is an asset with incredible value.

«For Bezos, wounded assets in important or growing business categories aren't challenges to be avoided.

The second major category of investments involves assets that will never produce anything, but that are purchased in the buyer's hope that someone else — who also knows that the assets will be forever unproductive — will pay more for them in the future.

Social media assets can be qualitatively included on the balance sheet via the asset category, or also by the goodwill category, but regardless, these approaches require healthy skepticism that factors in disengagement or overlap.

My own preference — and you knew this was coming — is our third category: investment in productive assets, whether businesses, farms, or real estate.

The Fund has not imposed limitations on the portion of its assets that may be invested in any of the other categories outlined above.

Many asset categories are currently in bubble territory and prone to downward adjustments: growth stocks, bonds, real estate in many markets, arts, collectibles, and luxury goods, and cryptocurrencies.

With over $ 20 billion in assets under management, it is the largest in its category.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

So while on a macro level you may have the correct asset allocation, you could be heavily weighted in a particular stock or category unknown to you.

Also included is rent, which tracks the health of the overall economy similar to «good» categories, but decreases disposable income without a coincident rise in asset wealth.

Chart 2 highlights the growth in securitization across many different asset categories besides residential mortgages, such as commercial real estate loans, auto loans, credit card loans and student loans.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

A central premise of risk parity is that, in the long run, all the asset categories offer similar risk - adjusted returns, but clearly there are environments in which the Sharpe ratios are very different across asset classes.

There are 50 U.S. Large Cap ETFs with over $ 500 million in assets, which means there will always be something in that category doing better than what...

In that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categorieIn that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categoriein specific categories.

The objective at this point in time is to expand on the broad asset categories.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

2016.11.10 RBC Global Asset Management Inc. honoured in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. honoured in multiple categories at Lipper Canada Fund Awards...

Foreign large - blend funds, for example, had inflows of $ 21.3 billion and collected greater inflows than the next four top - asset - gathering categories combined in July.

2015.11.05 RBC Global Asset Management Inc. honoured in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized for investment excellence at the 2015 Lipper Canada Fund Awards...

2014.11.06 RBC Global Asset Management Inc. wins top honours in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized for investment excellence at the 2014 Lipper Canada Fund Awards, held last evening in Toronto...

A new winner in this category, Banco de Oro saw strong growth in deposits and assets in 2009, as well as in profitability.

Cash, derivative instruments, and net other assets are shown in the not - rated category.

Another stalwart in our global treasury and cash management awards categories is J.P. Morgan Asset Management, which boasts a wide range of highly rated US dollar, sterling and euro money market funds (MMFs) for treasurers to invest in.

My friend Jeffrey Ptak from Morningstar recently ran the updated AUM numbers for me on fund assets in the U.S. which includes both ETFs and mutual funds to give a breakdown by various categories (excluding money market and fund - of - fund assets):

«Despite an estimated $ 3 trillion of art assets in the world, only $ 44 billion trades in a given year — and less than 2 percent of qualified buyers participate in this market due to high transaction costs, long lead times, and limited transparency on pricing and value,» Artsy will bring this last major consumer category online and thereby substantially expand the size of the global art market.

In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.

Throughout these developments, real estate has remained the largest asset category in all economies, and the land's site value is the main component.

Both spouses should know and clearly state which category each of their retirement assets fall under in order to avoid any unnecessary problems later on.

We think it is essential to go in and be selective within the category and not to just buy into the broad asset class as a whole.

The active preferred category also performed strongly, with the Dynamic iShares Active Preferred Shares ETF (DXP), gathering assets over $ 50 million since its launch in February.

Bond ETFs attracted more new money than any other asset class or category of exchange traded fund in Canada during the first half of the year.

I like the way you explain in detail why you own each asset category.

Charitable assets have changed little in International SICs and United Ways, but have slowly increased in the category «all other» charities, which includes Environment, Social Justice, Women's Funds, and several other types.

As of the current date (January 2017), assets in these investment categories have grown to over USD$ 500 billion, and are expected to reach USD$ 1 trillion by 2020.

The first category relates to the investments that the firm makes in both short and long term assets.

All assets available in significant and promising alternatives in different trade categories

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Then market volatility surged, and most asset categories bounced around during the quarter before finishing in modestly negative territory.

Here, that line is expanded into several different categories, enabling the reader to understand how much of the capital assets is in buildings, how much in land, etc..

The annual report shall be in such form as may be prescribed by the board and shall include, but not be limited to: (i) discussion of progress made toward the achievement of the goals set forth in the charter; and (ii) a financial statement setting forth by appropriate categories the revenue and expenditures for the year just ended and a balance sheet setting forth the charter school's assets, liabilities and fund balances or equities.