Sentences with phrase «investment company analysis»

But please note it's NOT a metric suitable for investment company analysis, as it simply measures return for the past year... and a single year isn't meaningful / long enough for performance comparison.

Not exact matches

In the first decade of the century, the large integrated oil companies traded at an average discount of between 11 % and 12 % compared to their pure - play competitors, according to a study conducted at the time by Citi Investment Research and Analysis.

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.

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 reCompany'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 recompany'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.

According to First Round Capital's analysis of its own portfolio, companies with at least one female founder provided them with 63 % better returns on investment than companies with all - male teams.

There are also IP research firms that run investment portfolios based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.

David Meerman Scott, author of The New Rules of Marketing and PR, did an analysis of Fortune 100 companies to analyze the return on investment of social media.

The investment analysis and market index company said its proxy advisory unit, Institutional Shareholder Services, received a Wells Notice on Sept. 14 related to a whistleblower complaint made against an employee of the unit.

The company applies big data analysis to customer relationship management, and in 2013, Formation 8 led a $ 20 million series B investment in the company.

«A determination of responsiveness within those companies encompasses analysis of environment, workplace, community citizenship, corporate regulatory compliance and product integrity policies and practices of the company being considered for investment,» Mr Ashe said.

The net value of his cash investments is included as a liability and includes more than 250 million yuan ($ 40 million) in dividends collected through December 2017, based on company filings and an analysis of Bloomberg data.

The materials prepared or distributed by Franklin Templeton Investments family of companies (collectively «Franklin Templeton») may include data, commentary, quotes, research, analysis, tools, news and other information provided by companies that are not affiliated with Franklin Templeton («Third Party Content»).

The costs of offering and participating in a 401 (k) plan continue to fall, according to an analysis of Form 5500 data by the Investment Company Institute and BrightScope.

Incorporated in July 2002, New Constructs is an independent investment research firm, specializing in quality - of - earnings, forensic accounting and discounted cash flow valuation analyses for public companies.

The report is based on an analysis by BrightScope and the Investment Company Institute of 2013 Form 5500 filings.

Free access to our stock analysis tools and software provides investment research, stock picks, Danger Zone reports, and much more to keep you focused on buying high - quality companies.

Although this aspect of the analysis was largely absent from the immediate news coverage, the RECAI also tracked growing interest in renewable energy on the part of large fossil companies, with Eni, BP, Statoil, Total, and Shell all scoring notable investments.

In the light of this analysis, I don't think BHP is a bad company or a bad investment.

Our analysis points to pent - up demand for greater investments, perhaps as revived animal spirits give companies confidence to take on new projects.

The Investment Company Institute told the California state treasurer Thursday to delay further implementation of the state's «secure choice» state - run retirement plan for private sector workers until further analysis is conducted on «unrealistic or incomplete» assumptions in a state - sponsored feasibility study.

Founded by the general partner of an investment management company focused on arbitrage strategies, the blog primarily focuses on quantitative opportunities, relative valuation, and correlational analyses, with a combination of timely material and educational content.

He is now a Senior Analyst / Associate Portfolio Manager with the firm, focusing on private company investments, as well as public company analysis.

In recent years, asset managers, pension funds and investment companies have been burned too many times using traditional investment analysis that identified investment opportunities that were, based on the models, rock solid.

Trend line: In terms of digital health companies targeting the part of the market that is subject to regulation, our analysis found 8.5 percent of venture investment in the digital health sector by value in the first half of the year went to companies developing products or services that would likely be subject to regulation.

Just Capital's analysis of 121 Russell 1000 companies found that 57 percent of tax savings will go to shareholders, compared to 20 percent directed to job creation and capital investment and 6 percent to workers.

[1] LIMRA Estimate of IRA Rollover Market (in billions); LIMRA Secure Retirement Institute's Analysis of Investment Company Institute, The IRA Investor Profile; Traditional IRA Investor's Activity, 2007 - 2011 (Oct 2013), IRA Statistics of Income, Accumulation and Distribution of Individuals Retirement Arrangements, 2010 (Fall 2013, Cerulli Associates and LIRMA Analysis.

Based on Morgan Stanley's analysis of transcripts, approximately 44 % of companies have indicated that they plan to put a portion of their tax savings into capital expenditures, higher wages and other investments for growth.

It is important, as it is with any stock investment, to research the company using fundamental analysis or trade it using technical analysis methods.

As part of the portfolio team, he participates in Skagen's value based investment philosophy and caries out analysis of companies and industries.

A 2015 analysis by Calvert Investments found that Coca Cola is one of the best companies for work place diversity while Berkshire Hathaway was one of the worst.

She helps conduct due diligence on new investments and assists with analyses for existing portfolio companies.

To do so, each year they look at hundreds of companies (and formally recommend dozens to the investment committees), have more than a thousand meetings and discussions with management teams, and also consult countless other knowledgeable sources, such as customers, suppliers and former employees to supplement their analysis.

Just as he had read in security analysis and just going to say this is not an easy process to do to value this investment full you then to take control of the company and start distributing out the investors.

For traditional investments in stocks or real estate, fundamental analysis entails evaluating the financial health and viability of a company according to its financial statements.

The McAlvany Financial Group has a contrarian, in - depth approach to its analysis, allowing the company to avoid decisions based on emotion, and thus combine maximum risk mitigation with consistent real growth for its clients» investments.

According to an analysis by the fund company Fidelity Investments:

Based on analysis covering 1,200 business sites across 700 companies in 17 countries — representing the manufacturing, retail, hospitality and food service industries — the report shows that almost every time a business made an investment in curbing food waste, there was a positive return on that investment.

In response to RFG's criticism, a UBS spokesperson said «UBS analysts provide insightful, relevant research on companies to help our clients with their investment analysis and this research is no exception.»

The first - of - its kind analysis of 42 hotels in 15 countries found that nearly every company achieved a positive return when investing in food waste - reduction programs, with the average site seeing a 600 percent return on investment.

Based partly on her analysis of the likelihood that clean meat can reach price parity with industrial animal meat, many leading VCs have made significant investments in clean meat companies.»

The process of evaluating new investments involves due diligence, that is, an analysis of the likelihood that a company will succeed, usually through analysis of a range of issues including intellectual property, competitors, management teams, financial structure, and others.

If after doing this analysis you find a company that has a much lower market capitalization than any of the others, but you can't figure out why, it might be a good investment.

If everybody believes that the stock market is going to go up, the stock market will go up because it will be pushed up by the buying power, even if this is completely wrong on the basis of fundamental analysis, the gross domestic product, employment numbers, sales, investment value, or the real value of the companies.

Our syndicated and customized research reports provide companies with vital background information of the market and in - depth analysis on the Chinese trade and investment framework, which directly affects their business operations.

For us, conviction investing is about doing in - depth, detailed analysis on individual companies — in other words, fundamental bottom - up stock picking with a five - year investment horizon.

The analysis involved a stock that faced a large investment decision, larger than the current enterprise value of the junk - rated company.

He was encouraged by company management to read Ben Graham's famous «Security Analysis» book and to enroll in two investment courses taught by Graham.

Because of this interest, last year we did an analysis that looked at whether buying the most discounted energy companies at other times in the past might have been good investment strategy.

Jamie Cuellar, co-portfolio manager, discusses his team's analysis of small - cap company valuations and provides several examples of companies that highlight his team's investment strategy at work.

In January, his investor education company launched «Finspector,» a free online tool that analyzes 6 million investments, including over 24,000 mutual funds, based on scenario analysis.