Sentences with phrase «investment in a portfolio»

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

That might be one way for investors to keep illiquid investments in their portfolios.

«A large guaranteed pension is like having a big bond investment in your portfolio.

By having a thorough understanding of your risk appetite, the purpose of each investment in your portfolio and the implementation plan of your strategy, it allows you to feel much more confident about your investment plan and be less likely to make common behavioral mistakes.

You state that the Investment Vehicle will likely be structured as a limited liability company or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs and expenses.

LPAs usually state that if a limited partner does not fund a capital call (i.e. a request for part of the commitment amount as part of an investment in the portfolio), then the limited partner may be placed in default.

Top US Banks such as Citi (C), Goldman Sachs (GS), and JP Morgan (JPM) have dozens of Fintech investments in their portfolios.

(2) Since you have alternative investments in your portfolio, what about alternative investment managers like Blackstone BX.

The site also gives you news and other info live as it happens with flexible charts and other details on each investment in your portfolio.

You'll also want to make sure to maintain the target balance of investments in your portfolio.

Generally speaking, a commitment to invest in a venture fund does not require the limited partner to transfer money until the venture firm makes an investment in a portfolio company.

-- We take profit on our overweight GBPCHF position, and close our emerging market currency basket trade, while keeping some of these investments in the portfolio.

However, what if the dividends were collected among all the investments in a portfolio and reinvested in those companies whose share price is transiently lower to maximize the total return?

King's Flair (SEHK: 6822) has been a small investment in the portfolio for a few years.

By LEWIS JOHNSON — Co-Chief Investment Officer January 10, 2018 This publication began its life more than three years ago as a communication directly to our existing clients about the logic behind the investments in their portfolio and the opportunities and threats we were identifying in the markets.

If one investment decreases in value, another investment in the portfolio may increase.

Maturity Distribution — The different times investments in a portfolio will reach their maturity dates.

In other words, it's the «big picture» mixture of investments in your portfolio.

Note to self: When making decisions to boycott businesses because its beliefs don't coincide with mine, and styrofoam cups are used instead of paper, find out where investments in the portfolio end up.

«From broad investments in the portfolio to incremental work both on premise and off, our partners» efforts are essential in driving success.

Diversification is more effective, the less the various investments in the portfolio move in tandem.

Furthermore, MPT assumes that it is possible to select stocks whose individual performance is independent of other investments in the portfolio.

Second, you can't expect to earn an outsized return on an investment in your portfolio indefinitely.

Checking the investments in your portfolio can entail assessing your gains / losses, rebalancing your asset mix, or reconsidering some of your specific investments.

Clients may lose all or part of their investments in these portfolios, and their past performance is no guarantee of future results.

Having too many investments in your portfolio doesn't allow any of the investments to have much of an impact, and an over-diversified portfolio (sometimes called «diworsification») often begins to behave like an index fund.

Different investors may be more comfortable holding a larger or smaller number of investments in their portfolios, including stocks, mutual funds or (ETFs).

Diversification of assets (which IB Asset Management uses to reduce the risk of investment in these portfolios) does not ensure a profit or protect against investment loss.

We regularly monitor the risk of the investments in your portfolio.

If you want to include the best ETF investments in your portfolio, then it's important to consider a variety of components.

Do you have growth investments in your portfolio?

At this time, our portfolio does not yet carry REITs nor commodities, but my research has convinced me to incorporate these types of investments in our portfolio.

For this reason, we do not allow you to change the investments in your portfolio.

To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for float Read More

There is no guarantee or assurance that the methodology used to create the reference index underlying this portfolio will result in this portfolio or client investments in this portfolio achieving high or even positive returns.

But as time goes by, the investments in your portfolio may grow at different rates, causing your portfolio to become lopsided.

IB Asset Management constructs and manages this portfolio based on data obtained pursuant to a licensing agreement with the Frank Russell Company and remits a portion of the management fees charged to clients for investments in this portfolio to Russell.

To generate regular income through investment in a portfolio comprising substantially of floating rate de

IB Asset Management constructs and manages this portfolio based on data obtained pursuant to a licensing agreement with FTSE International Limited («FTSE») and remits a portion of the management fees charged to clients for investments in this portfolio to FTSE.

IB Asset Management constructs and manages these portfolios based on data obtained pursuant to licensing agreements with FTSE and Russell and remits a portion of the management fees charged to clients for investments in these portfolios to FTSE and Russell.

Clients» investments in these portfolios are made up of whole and fractional holdings of stocks and / or other securities.

To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for floating rate returns and fixed rate debt securities and money market instruments.

Those considering investments in this portfolio should note that there may be similar offerings in the marketplace (i.e., portfolios or investments seeking to track the same index), which may charge lower management fees.

Investments in the portfolio will be in small and mid-sized company stocks because we believe they have better potential for growth.

Include international investments in your portfolio to benefit from growing international economies.

In fact, I have high yield investments in my portfolio.

Different investors may be more comfortable holding a larger or smaller number of investments in their portfolios, including stocks, mutual funds or exchange - traded funds (ETFs).

Consider including several different types of investments in your portfolio.