Sentences with phrase «invests excess funds»

Sullivan uses only two computer - based services — automatic payroll and a «sweep» account that invests excess funds in an interest - bearing account at the end of each business day — and those services are better described as mid-tech than high - tech.

But for people who save more than they spend, a natural ambition is to invest excess funds in some sort of trading account rather than let them languish at near zero percent interest rates.

Not exact matches

«Wilson's tax returns say nothing about reports that he was forced out of his last hedge fund gig for shoddy investing or his complicity in the Wall Street excesses that caused the financial meltdown,» Jacobs said in a press release.

The firm was charging 1 % of assets, and was investing mostly in mutual funds with expense ratios in excess of 1 %.

The fund invests directly into constituent shares using an optimised / sampled methodology and, at the time of writing, has net assets under management in excess of $ 5b.

You write «you can create passive investing vehicles (index funds of just low PE stocks or PBV stocks) that will deliver those excess returns at minimal costs.»

Federal law requires that all excess funds be invested in interest - bearing securities backed by the full faith and credit of the United States.

Leveraging can result in volatility in the fund's performance and losses in excess of the amounts invested.

While the Fund may invest in securities of companies of any size, the Fund managers expect the majority of common stocks purchased will be of large - cap companies, those with market capitalizations in excess of $ 10 billion at the time of initial purchase.

Large cap funds are schemes that invest a significant portion of their corpus in companies with large market capitalization (in excess of Rs. 10000 crores).

Franklin believes the best option for their lifestyle is to invest the $ 57,000 they have in excess income in low - fee exchange - traded funds, dividend - paying stocks and a few growth stocks, and forget about home ownership.

Those who invest in active funds may expect portfolio managers to deliver excess returns over their benchmark indices for the fee they paid.

Few have the discipline to do years of investing the «prepayment excess» into index fund, but a prepayment on a mortgage serves as a «forced» savings and easier to grapple with as a concept for most.

With the Business Cash Management Sweep, you can have excess operating funds automatically invested into an overnight Repurchase Agreement, where funds are transferred to a collateralized interest - yielding investment pool.

I have also invested in HDFC Top - 200 and IDFC Premier equity mutual funds via the SIP route and will definitely continue till a time horizon in excess of 15 years.

This investor may have found the easiest way to generate significant excess returns when benchmarked against the S&P 500, as well as a way to ride the investment styles of some of the greatest value investing hedge fund managers out there... This could be the holy grail folks.

If a company has too much spare cash, it may consider investing the surplus funds in new ventures and in case company is out of investment options it may be prudent to return the excess funds to shareholders in the form of increased dividend payments.

To the extent that the Fund invests in these securities, the Fund may be subject to an interest charge in addition to federal income tax (at ordinary income rates) on (i) any «excess distribution» received on the stock of a PFIC, or (ii) any gain from disposition of PFIC stock that was acquired in an earlier taxable year.

Excess return is far harder to achieve than the «additional» return gained by simply investing in low - cost and low - tax index funds or similar vehicles, and once invested, by avoiding emotional mistakes like panic selling and chasing performance.

These funds invest primarily in US common shares of companies with a market capitalization in excess of approximately $ 10 billion.

Repurchase agreements are generally for a short period of time, often less than a week, and will generally be used by a Fund to invest excess cash or as part of a temporary defensive strategy.

The Chautauqua Global Growth Fund invests primarily in equity securities of both U.S. and non-U.S. companies with medium to large market capitalizations (i.e., those with market capitalizations in excess of U.S. $ 5 billion at the time of purchase).

However, the Attorney General's investigation showed that the plan relied on optimistic assumptions to achieve that long - term solvency projection, including an assumption that the school could safely invest $ 35 million in borrowed funds in the stock market and profit by making returns in excess of the loan's interest rate.

Polytech is the tenth investment entered into by DBAG Fund VI, which, subsequent to this transaction, is now invested in excess of 75 %.

ICONOMI will invest all excess ICO proceeds beyond 10,000 BTC into the ICONOMI.PERFORMANCE fund.

During his tenure, BREF invested 2 funds with committed equity in excess of $ 1.3 billion and total investments of more than $ 3 billion.