Sentences with phrase «invested assets as»

In this dual role, Candace was responsible for developing portfolio strategies and best practices for Sun Life Financial's worldwide invested assets as well as overseeing the company's international investment operations outside North America.

For example, municipal bonds are the largest bond type for property / casualty companies, at 38.7 % of total property / casualty cash and invested assets as of year - end 2010.

Cash and short - term investments were slightly higher, at 5.9 % of total cash and invested assets as of year - end 2008, compared to 4.5 % as of year - end 2010.

Life companies accounted for the majority of industry cash and invested assets in terms of BACV, at 65 % of total cash and invested assets as of year - end 2010.

Not exact matches

How it works: Through a rollover as business startup arrangement, the entrepreneur invests up to 100 percent of his or her retirement assets into a business or franchise without taking a taxable distribution.

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

«For most of the last 80 years, venture as an asset class has been really difficult for the average investor to get in, unless you are a high net worth individual, unless you get the deal flow, you are part of an angel group or you invest into VCs, you just didn't have access into this asset class,» Wang says.

Stocks remain the best place to invest in 2017 and beyond, as compelling valuations show the market has further room to run, according to Morgan Stanley Private Wealth Management's Andy Chase, who oversees more than $ 20 billion in assets for investors.

The growing spectre of online shopping has not deterred one of the country's largest retailers from investing in its bricks - and - mortar assets, with David Jones opening its fifth Western Australian store today as part of the final chapter of Mandurah Forum's $ 350 million redevelopment.

However, mutual funds may also invest up to 15 percent of fund assets in non-liquid investments, such as privately held startups.

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

The U.K. takes it so seriously that it invested the Bank of England with the power to deflate any asset - price bubbles that it identifies as threats to the financial system.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

Generates cash flow, as compared to being asset intensive: Buy businesses for cash flow, and leave assets to property investing.

Arrington told Fortune that the fund would invest primarily in digital assets, including exotic ones, and in so - called «initial coin offerings,» which involve the sale of digital tokens that can in some cases provide access to an online service such as file sharing.

«As relevant today as when they first appeared nearly 75 years ago, the teachings of Benjamin Graham, «the father of value investing,» have withstood the test of time across a wide diversity of market conditions, countries, and asset classes.&raquAs relevant today as when they first appeared nearly 75 years ago, the teachings of Benjamin Graham, «the father of value investing,» have withstood the test of time across a wide diversity of market conditions, countries, and asset classes.&raquas when they first appeared nearly 75 years ago, the teachings of Benjamin Graham, «the father of value investing,» have withstood the test of time across a wide diversity of market conditions, countries, and asset classes.»

Debbie Cook, the former mayor of Huntington Beach, California, was one of the first investors: «I thought, How can I invest in something that will actually be an asset for as long as humans exist and grow their own food?»

GIC invests in growth and defensive assets such as emerging and developed market equities, real estate, private equity and inflation - linked bonds and is known to be a patient investor.

«The acquisition of the Weather Channel is strategic, as we begin our process of investing billions of dollars over the next five years to acquire some of the best media assets around the world.»

SHANGHAI, March 21 - Global asset managers are lobbying Beijing to offer tax benefits and other incentives to entice China's aging population to invest in mutual funds for their retirement, as funds eye a multi-trillion dollar opportunity in commercial pensions.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The family is still in the process of liquidating assets and investing the proceeds in cryptocurrencies as they go.

Investment fees can be as high as 1.5 percent of the invested assets each year.

The outcry after the shooting has sparked public pressure on corporations who offer discounts to the NRA as well as asset managers who invest in gun manufacturers.

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

The Small Business Administration defines businesses eligible for SBA loans as those that: operate for profit; are engaged in, or propose to do business in, the United States or its possessions; have reasonable owner equity to invest; and use alternative financial resources (such as personal assets) first.

Hospitals that invest in an asset tracking system, so they don't have to buy as many expensive IV pumps in the first place, should be able to easily earn a 275 % ROI (return on investment).

Long delayed by the Securities and Exchange Commission (SEC), Title III was the most controversial provision of the JOBS Act because it allowed non-accredited investors — generally defined as individuals with less than $ 1 million in assets who earn less than $ 200,000 per year — to invest in private companies as shareholders.

You may come to see the long - term benefits of investing in an asset or recognize that you have only enough capital for one investment and therefore opt to put the funds toward your business operations as opposed to buying and maintaining a building.

That strategy is also how Patrick believes O'Shaughnessy Asset Management, as an active investment manager of $ 6.2 billion, will remain relevant in a world where investors have gravitated toward passive, low fee index investing.

As they watched the market crash during their early years, many of them became hesitant to invest in a hard asset that might not retain its value.

«Keeping 100 percent of your crypto assets online is a bad idea for an institution, or frankly, for an individual who has a large amount invested in it as well,» he said.

TIAA - CREF, which has $ 542 billion under management, began investing in cropland in 2007 as part of an effort to diversify and, well, grow its assets and achieve good yields.

Investing activities include the purchase and sale of your long - term fixed assets, such as property, plant and equipment.

Some of the proceeds of the IPO will go to repay outstanding debt Zipcar owes to financial instutitutions, and «approximately $ 5.0 million to repay amounts owing to certain former shareholders of Streetcar» as well as a portion of the net proceeds to invest in «companies, technologies, services or assets that complement our business.»

Vice is seen by many as a hedge for the traditional media companies that have invested in it, as they try to bridge the gap between the decline of their existing cable and other assets and the rise of the mobile, millennial, cord - cutting consumer.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondAs a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bondas liquid as stocks or bondas stocks or bonds.

Not only will Sokoni provide a marketplace for buyers and sellers, it will enhance the speed and efficiency of asset sales and capital raises by using technology to facilitate the work of those looking to finance African infrastructure assets, as well as potential donors and global capital providers interested in investing in Africa.

In general, companies from emerging markets invest more, and more often, than their counterparts in the developed world: between 1999 and 2008, emerging - market companies paid out half as much in dividends, but invested much more in fixed assets.

You'll likely need to invest in multiple types of insurance, including basic property protection as well as specific asset protection and general liability insurance, in case someone is injured on your property.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Takeover specialists and their investment bankers pore over balance sheets to find undervalued real estate and other assets, and to see how much cash flow is being invested in long - term research and development, depreciation and modernization that can be diverted to pay out as tax - deductible interest.

Redstone's daughter and Dauman's longtime nemesis, Shari Redstone, vocally opposed Dauman's ascent, and a 99 - page report from activist investing firm SpringOwl Asset Management detailed what it saw as gross deficiencies in his leadership and bloated paychecks.

Part of this underperformance was due to selling during crashes and buying during booms, part of it had to do with frictional expenses such as brokerage commissions, capital gains taxes, and spreads, and part of it was the result of taking on too much risk by investing in assets that weren't understood.

Just as a few technologies that emerged from the dot - com era have transformed our lives, the crypto - assets that survive could have a significant impact on how we save, invest and pay our bills.

Our style of investment is referred to as impact investing, which J.P. Morgan Global Research and Rockefeller Foundation in a 2010 report called «an emerging alternative asset class» and defined as investing with the intent to create positive impact beyond financial return.

Mr. Falls was at Morgan Stanley from 2002 to 2012, serving as European Head of Asset Management for Real Estate Investing beginning in 2006.

With the convenient rise of exchange - traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.