Sentences with phrase «investment performance»

Nonetheless, it wasn't just bad luck that lead to poor investment performance of the sovereign wealth funds.

Their retirement incomes will depend on investment performance in these accounts and minimum and maximum withdrawals would apply beginning at age 72 at the latest.

It's far better to pick the right investment strategy and the fund with lower fees, and take the ups and downs of investment performance in your stride.

If the mutual fund (new shoes) beat the index (old shoes), then we've found a way to realize better investment performance for investors and advisers.

The longer you have your savings invested, the greater opportunity you have to increase the value of your final benefit and ride out the impact of any years of poor investment performance.

If low costs are associated with better investment performance (and research has repeatedly shown this to be true), then costs should play a role in an advisor's investment selection process.

With professional investors, you can evaluate investment performance over time relative to incremental costs and taxes.

This goal is promoted by the creation of stable value cryptocurrency investments designed to improve investment performance in a diversified portfolio.

For instance, if tracking investment performance or making automatic deposits from a bank account is important to you, make sure the provider offers that feature before opening an account.

In those roles, he designed investment processes, developed risk - management methodologies, managed investment teams, and consistently generated strong investment performance track records.

Its responsibility is to evaluate the long - term investment performances of the four private equity funds, and adjust the amount of future funding provided to them accordingly.

For more about how to properly measure investment performance, see our earlier white paper, Understanding your portfolio's rate of return and download our free rate of return calculators.

Values will fluctuate with investment performance, and the annuity may gain or lose value.

With this magnitude of strategic activity and broadly positive investment performance from activist managers, investors have taken notice.

Another common investment error I encounter is using too short a timeframe to evaluate investment performance.

I'm also conscious people inevitably tend to (mentally) compare investment performance to price indices, rather than total return indices — which is another good reason for this approach.

People will also receive an annual investment performance report that covers deposits and withdrawals from their accounts and the change in their value.

Pick a time frame that your 401 (k) shows historical investment performance for, and that you've had your money in the plan that whole time.

Step 4: Look for a bailout provision that reduces or eliminates surrender charges if investment performance does not meet reasonable guidelines.

Even with optimal investment strategies, there is still substantial room to improve upon net investment performance through continued and vigilant focus on controlling investment costs and managing taxes.

Such circumstances make it hard enough just to monitor investment performance, let alone manage ownership and take account of the succession law issues in different countries.

Including gold within an existing retirement account could improve investment performance by either increasing returns without increasing risk, or by reducing risk without adversely affecting returns.

The role of dividends in investment performance does not go unnoticed.

Created detailed investment performance reviews and communicated frequently with clients and consultants on performance attribution.

Learn more about how consistent investment performance and low fees are critical to achieving your fixed income goals in today's environment.

Performance of the personal lines insurers over the past ten years reflects the relatively hard market through 1997, with strong investment performance through 1999 not getting reflected in stock prices.

Also, variable universal life insurance policies may also offer a rider — at an additional cost — that will guarantee a minimum death benefit, regardless of the underlying investment performance.

We combine top property sales, finance and investment banking capabilities into a single, fully integrated global service that delivers better real estate investment performance.

Thus, these increased and excessive investment management expenses, brokerage costs, and investment taxes make individual investors get lower actual investment performance returns.

We primarily assess investment performance relative to benchmark and peer group over a market cycle.

If you read about my personal investment performances in accounts that I manage by myself, you will understand why I regret I put money in the mutual funds.

These high - cost, small - value activities typically result in lower overall investment performance.

Using the real return is the best way to measure your long term investment performance because shows the actual increase in purchasing power.

The geometric mean return is a return measure often calculated in the context of property investment performance analysis.

I never play the superior investment performance game, because doing so is simply bad for you.

Because the life policy is invested through an option rather than direct investing, no dividends are earned through dividend paying stocks in the market, reducing investment performance below that of direct investments.

The results of such a withdrawal strategy could vary substantially depending on investment performance during the period the program is in effect.

The question really is, therefore, how can we harness this knowledge to improve our individual investment performance.

• Whether or not portfolio optimization techniques will be used to enhance investment performance by helping to control risk and return.

Among other things, growth of assets under management may adversely affect investment performance.

Drawing a crucial distinction between investment performance effects specific to individual stocks and those specific to portfolios, the authors emphasize a novel contrast when examining growth versus value.

Confidence in retirement savings is up 64 % compared to last year's survey, in part, because recent investment performance has been relatively strong.

Investment performance numbers are only useful in the context of the investor's financial plan.

Among them are the sector's strong investment performance returns.

A forecasting technique that generates hundreds of computerized scenarios of investment performance assuming a variety of economic conditions.

The recently updated study provides a comprehensive review of investment allocations and actual investment performance across 12 asset groups over an 18 - year period.