Sentences with phrase «investment performance of the company»

Some life insurance companies pay out a dividend or annuity based on the stock market and investment performance of the company.

The non-guaranteed value is one that is usually based off the past investment performance of the company (say 4 % for example) and is the expected interest crediting amount going forward.

Not exact matches

Stockbroker and funds manager Euroz has beaten expectations for its interim profit result, which was achieved on the back of an improved performance of its Euroz Securities business and increase in the share prices of its listed investment companies.

Management believes analysts and investors use Adjusted EBITDA as a supplemental measure to evaluate overall operating performance and facilitate comparisons with other wireless communications companies because it is indicative of T - Mobile's ongoing operating performance and trends by excluding the impact of interest expense from financing, non-cash depreciation and amortization from capital investments, non-cash stock - based compensation, network decommissioning costs as they are not indicative of T - Mobile's ongoing operating performance and certain other nonrecurring income and expenses.

SBA FLA, which holds roughly 1.3 million shares, or about 0.14 percent of shares outstanding, was concerned about the «general poor relationship between level of compensation and the company's performance,» Senior Officer of Investment Programs & Governance Michael McCauley wrote in an email to CNBC.

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.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Mutual fund company Northwest & Ethical Investments LP has argued RIM co-CEOs Jim Balsillie and Mike Lazaridis should not also be co-chairs of the company's board, arguing a «high performance» board needs independent oversight of management.

Robbins and Mallouk go into detail in «Unshakeable» about how to consider diversifying your investments, but say anyone should consider investing in an index fund, which allocates money across companies in an index, essentially giving you representative ownership of that market — which, again, will grow over time regardless of short - term performance.

First Round based its performance evaluations on the difference in a company's valuation between the VC firm's initial investment and current fair market value for the company or value at the time of an exit.

Environmental, social and governance investing, or ESG, looks at the performance of a company based on the six principles laid out by the United Nations» Principles for Responsible Investment, allowing investors to align values with investments.

One of the reasons to highlight these particular companies is that the founders still have a direct hand in operations, which many investment advisors and some stock analysts suggest can impact company culture, as well as performance.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Accountability must be determined on the basis of performance evaluations based on true industry value metrics (e.g., success rates in the number of newly founded technology companies bringing products / services to market; return on investment in 3 to 5 years; expansion into mature entities; growth in the numbers of technology graduates and Highly Qualified Personnel (HQP) employed in Canadian SMEs).

If you're one of those investors, or just like looking at breakdowns of your investment performance, you'll want to open your Roth IRA at a company that provides that information.

But for those who take the broader view, recognizing both that even best - in - class healthcare businesses like Abbott Laboratories and Johnson & Johnson have underperformed for years on end and that also choose to analyze the company itself, GlaxoSmithKline looks more promising than its track record of investment performance would suggest.

They also can maintain those high levels of performance, and keep turnover to a minimum, at a cost that is practical for the company and, ultimately, provides a net positive return on the investment.

Companies like to use EPS as a performance metric because it is the primary focus of financial analysts when assessing the value of a stock and of investors when evaluating their return on investment.

It should not be assumed that such investments were or will be profitable or that any portfolio company investments made in the future will equal the performance of the companies identified herein.

The criteria used to select which companies are included in the case studies was not financial performance based and nothing presented herein is intended to constitute investment advice and under no circumstances should any information provided herein be used or considered as an offer to sell or a solicitation of an offer to buy an interest in any investment fund managed by Sapphire Ventures.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Since you own a bit of every company, your index investment is wholly aligned with the returns of the stock market segment tracked by that index — as opposed to the performance of a fund manager (with an active fund) or individual companies (with your own stock picks).

The Caledonia board will continue to review dividends which will depend on the performance of the company and its capital investment requirements.

Perhaps the best advice is only to hold the position if you are capable of evaluating the business operationally, are convinced that the fundamentals are still attractive, believe the company has a significant competitive advantage, and you are comfortable with the increased dependence upon the performance of a single investment.

The Fund seeks to track the performance of an index that measures the investment return of common stocks of companies that are characterized by high dividend yield.

I should note that I make no assurances or promises about the future long - term performance of any of these companies, and it is up to each investor to only purchase stocks after their own independent verification of the facts, consultation with professional advisers if need be, and with a willingness to accept full responsibility for the consequences of your own investment decisions.

The greater diversity of investments and their focus on early - and seed - stage companies of new and emerging fund managers are delivering greater performance.

Sutton Fell noted that while «80 % of companies offer some kind of formal or informal flexible work options, only 3 % measure the productivity, performance, and engagement of those options to determine their ROI [return on investment], and connect them to overarching business goals and the bottom line.»

Such growth has been the hallmark of the present business expansion and remains an investment backdrop favorable for companies that can figure out how to grow at rates that separate their business performance from the corporate pack.

Record companies are shifting their investment to live performances because of the bites that piracy and streaming services are taking out of the business.

The company stated the positive performance it posted in 2016 was due to heavy investment and successful leveraging of its brand portfoli...

I intend to work diligently, along with our whole team, to achieve strong financial performance and greater exposure to the investment community in order to increase the value of our Company for the benefit of its stockholders.»

South Korea's largest confectionery company Lotte Confectionery's stock has been impacted due to delayed profitability recovery with the weak Korean won (KRW) and poor performance of its overseas investments, according to the company's latest financial report.

It will also boost Arla's performance to the benefit of its farmer - owners and further strengthen the company's investment capability.

Internally, GE's experience with the OLCF's world - class computing resources and expertise helps the company understand and evaluate the value of larger - scale high - performance computing, supporting the case for future investment in GE's in - house capabilities.

It examines the reasons for choosing different business forms and then the reasons for changing them (including sole traders, LTD and PLCs, mutuals and the public sector); the role of shareholders and their reasons for investment (including market capitalisation, dividends and ordinary shares); the key influences on share prices and why these are important for a company; and finally the effect of ownership on mission, objectives, decisions and performance.

The sooner the company promotes and encourages adoption of the new system, the faster it can accelerate the Return On Investment (ROI) and enhance its business performance.

Unfortunately, workers in many cases have learned that despite their company's investment in training, their job performance isn't likely to improve as a result of new training — that training often isn't the right solution.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

If the performance of the investment for a particular year is well, the insurance company will pay out a tax - sheltered dividend to you, which can be used to increase coverage.

Brightscope, a financial information company that provides analytics on investments and retirement plans, provided a list of mutual funds, and Morningstar provided the performance data as of Sept. 9, 2016.

And, just like with Stash's Themes and Mixes, by clicking into an individual stock you can learn more about the companies overview, how aggressive of an investment it is, what its performance has been, and who (in the Stash community) currently owns it in their portfolio.

For example, if you invest only in the stocks of energy companies like Exxon - Mobil, Chevron and Royal Dutch Shell (not to mention BP), and the energy industry does poorly, your investment performance will suffer.

The S&P 500 Investment Grade Corporate Bond Index provides a view of the performance of corporate bonds issued by the blue chip companies in the iconic S&P 500 Index, other index inclusion criteria including par amount minimums are the same as the broader corporate bond index.

Real Estate — This investment may be closely linked to the performance of the real estate markets and may rise and fall more than the value of shares of a fund invested in a broader range of companies.

The Fund's performance may be more sensitive to any single economic, business, political or regulatory occurrence than the value of shares of a diversified investment company.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Real Estate Select Sector Index (the index).

Although I can't promise past performance will translate into future returns, I'm confident that our investment process is capable of identifying high quality companies that trade at significant discounts to their true underlying value.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Materials Select Sector Index.