Sentences with phrase «in similar asset»

My conclusion was that TFG trades at a discount because of it's egregious fee structure a — i.e. if you have the same underlying risk on two bonds and someone «steals» 20 % of your coupon then that bond should naturally trade at a discount... I chose to invest in CIFU as it consistently pays out 50 % of all free cash as dividend and reinvests the other 50 % in similar asset and its running at much lower cost base and REALLY is a pure play (i.e. no Asset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspective.

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.

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.

The pair trade is important — Marleau always goes long in one area and short in a similar asset group — because he can mitigate the risk of the market's moving in an unexpected direction.

Around five years ago, Hannon Armstrong (HASI) became the first publicly - traded company focused on investing in sustainable infrastructure projects to address climate change, leveraging decades of experience investing in similar assets.

Not exact matches

An analysis of a company's debts, assets, and investments can provide a solid picture of its credit worthiness, particularly when the data are compared to a composite of companies of similar size in similar industries.

Remember, plenty of other experienced investors are buying in at this valuation expecting asset - light Uber to be worth at least $ 100 billion at IPO — and many pundits called Fidelity nuts to invest at a $ 17 billion pre-money just six months ago (similar accusations were hurled at TPG and Google Ventures for giving it a $ 2 billion + mark in the summer of 2013).

In early March, Coinbase also released a weighted index fund that will give accredited U.S. investors exposure to all the assets listed in its GDAX exchange, similar to how the Dow Jones industrial average's 30 stocks attempt to reflect the U.S. economIn early March, Coinbase also released a weighted index fund that will give accredited U.S. investors exposure to all the assets listed in its GDAX exchange, similar to how the Dow Jones industrial average's 30 stocks attempt to reflect the U.S. economin its GDAX exchange, similar to how the Dow Jones industrial average's 30 stocks attempt to reflect the U.S. economy.

At its most basic level, tax - loss harvesting is selling a security that has experienced a loss — and then immediately buying a correlated asset (one that provides similar exposure, ideally in the same asset class) to replace it.

Yet investors should be wary in asset classes where low volatility has encouraged many to herd into similar trades, we believe.

That's because the major tax reform passed in Congress this week contains a tweak that eliminates an exemption for many «like kind exchanges,» which lets people swap an asset for a similar one without triggering a tax obligation.

Ontario's auditor general issued a similar warning last week, cautioning that despite Ontario's work to eliminate its deficit, the province's rising net debt — the difference between its liabilities and its total assets — could have a number of negative implications for its finances in the future.

Last year, Oaktree could have netted its return on investment on a similar expression of interest in Tribune's assets from Apollo Global Management and real estate billionaire Eli Broad, Doctor noted.

Earlier this year, Delaware became the first state to give account holders the power to bequeath digital assets, and it's likely other states will put similar laws in play.

Amortization is similar to depreciation in that both are a form of a write - off, but amortization refers to exclusively intangible assets (company goodwill, research and development) while depreciation refers specifically to tangible goods.

Selling these and similar non-core assets frees up resources to invest in new public infrastructure, building a stronger foundation for increased economic growth.

The story is similar elsewhere, leaving less room for the upside growth surprises that powered global risk assets in 2017.

(Australia ended policy similar to supply management in 2000; a tax of 11 cents per litre was applied to milk and producers were then paid out for the extra but artificial value of their supply - managed assets.)

In the event of a corporate sale, merger, reorganization, dissolution, or similar event, the Personal Information, the Billing Information, and the Other Information may be part of the transferred assets.

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

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.

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.

Under the 2017 Plan, a change in control is defined to include (1) the acquisition by any person or company of more than 50 % of the combined voting power of our then outstanding stock, (2) a merger, consolidation, or similar transaction in which our stockholders immediately before the transaction do not own, directly or indirectly, more than 50 % of the combined voting power of the surviving entity (or the parent of the surviving entity), (3) a sale, lease, exclusive license, or other disposition of all or substantially all of our assets other than to an entity more than 50 % of the combined voting power of which is owned by our stockholders, and (4) an unapproved change in the majority of the board of directors.

«Plaza Token,» which would have apparently been structured similar to other asset - backed securitized tokens, would provide investors with equity in Chimera — after the real estate firm had acquired the Plaza Hotel property.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

The broader cryptocurrency market enjoyed a similar rally, with the total value of all assets in circulation rebounding nearly $ 190 billion from their previous low.

2015.09.18 RBC Global Asset Management Inc. announces changes to the RBC Private Pool Lineup RBC Global Asset Management Inc. (RBC GAM Inc.) announced today that in order to reduce duplication of fund offerings that have the same or substantially similar investment objectives across the RBC GAM Inc. fund families,...

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As opposed to some trading programs, in which traders don't really have full access or command over the trading platform, Nextoption's apps promises that it allows trading with similar assets plus trade instruments that are available on the web version.

If prices move upward toward this level again in the future, we would expect a similar market reaction (a downward reversal) and this would be viewed by technical analysts as a prime area for entering into PUT options for that asset.

For now we mainly want to note that it has to be expected that similar to other investment assets, the valuation of cryptocurrencies in terms of fiat money will definitely partly depend on money supply growth rates.

If prices move downward toward this level again in the future, we would expect a similar market reaction (an upward reversal) and this would be viewed by technical analysts as a prime area for entering into CALL options for that asset.

Securities are similar to shares and are a direct investment in a company or asset class.

Similar to the Yellowstone experience, investors are increasingly forgoing risk - hedging in broader asset markets following years of policy - led volatility dampening, and the BIS highlighted the following in regards to signs of market complacency:

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.

Despite the lower incomes, they've accumulated four times more in savings than that of the average Canadian woman and have built up an average asset base that's similar to men ($ 145,000 in savings versus $ 152,900 for SMART men).

Investopedia defines an asset class as «a group of securities that exhibits similar characteristics, behaves similarly in the marketplace and is subject to the same laws and regulations.»

An Asset Class is a group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations.

It provides a built - in decentralized asset exchange, similar to NYSE but for cryptocurrencies and -LSB-...]

In October 2014, ICE purchased SuperDerivatives, a market data and analytics provider specializing in derivatives pricing models across all asset classes, risk analysis and cloud - based market technology, as well as a chat platform that is similar to competitors such as BloomberIn October 2014, ICE purchased SuperDerivatives, a market data and analytics provider specializing in derivatives pricing models across all asset classes, risk analysis and cloud - based market technology, as well as a chat platform that is similar to competitors such as Bloomberin derivatives pricing models across all asset classes, risk analysis and cloud - based market technology, as well as a chat platform that is similar to competitors such as Bloomberg.

The fully automated trading robot is very similar to algorithmic trading in which the software algorithm [the auto trading robot] is the one that decides what asset or commodity to trade, the timing within which to execute the trade as well as the direction the trade is likely to take.These parameters are based on the various technical strategies which have been integrated into the auto trading robot and they are all calculated automatically without any outside intervention.

A sector rotation approach is similar to tactical asset allocation, where investors will allocate their funds to those asset classes which they believe will outperform in the relative short term.

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.

Securities backed by commercial real estate assets are subject to securities market risks similar to those of direct ownership of commercial real estate loans including, but not limited to, declines in the value of real estate, declines in rental or occupancy rates and risks related to general and local economic conditions.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

It appears to have a similar P / E to the rest of the group, but it has one - time charges of a large asset write - down in the year ended June 2016, and a fine imposed on it by the Obama - era FTC in the current fiscal year.

In 2016, donor - advised funds saw similar steady growth in every metric, including grant dollars, contributions, charitable assets and number of donor - advised funds (Table 1In 2016, donor - advised funds saw similar steady growth in every metric, including grant dollars, contributions, charitable assets and number of donor - advised funds (Table 1in every metric, including grant dollars, contributions, charitable assets and number of donor - advised funds (Table 1).

To a potential or actual acquirer, successor, or assignee as part of any reorganization, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets or stock (including in bankruptcy or similar proceedings).

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

As everyone's focus narrows to a single event or issue, risky assets tend to all behave in a similar fashion and benefits of international diversification are more muted.