Sentences with phrase «low assets under»

This risk is higher in funds with low Assets Under Management, Small cap funds and the non-government bond funds.

Not exact matches

The Fed under Yellen has carefully stripped its policy statement of most future - oriented promises to keep rates low, along with ending crisis - era asset purchase programs.

«Particularly with oil prices hitting lows at some point in the first quarter... lots of sub investment - grade firms could be under a lot of stress, and for those with stronger balance sheets, those companies could take this as an opportunity to buy and acquire assets,» Deshpande said in a phone interview.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

These firms can afford to offer lower fees because their platforms reduce back - end costs and require fewer employees, especially as their assets under management continue to grow.

The decrease in net revenues compared with the third quarter of 2010 was due to lower incentive fees, partially offset by higher management and other fees, primarily reflecting higher average assets under management.

Due to the low cost nature of robo advisors, it takes a lot of assets under management to generate revenue and become operating profit positive.

In other words, many people people with a low level of assets under management are under - serviced by human financial advisers.

Fee - paying assets under management were higher by almost $ 5 billion from year - ago levels, although they eased slightly lower in the quarter, and uncalled capital commitments rose to $ 58.8 billion, up from $ 41.2 billion 12 months ago.

Active asset managers are under pressure from index - tracking passive funds, which charge lower fees, and there are other possible bidders for Hermes, which has nearly 31 billion pounds ($ 41 billion) in assets under management, include Australian fund manager Challenger (CGF.AX) and U.S. firms Old Mutual Asset Management OMAM.N and Eaton Vance (EV.N), the source aasset managers are under pressure from index - tracking passive funds, which charge lower fees, and there are other possible bidders for Hermes, which has nearly 31 billion pounds ($ 41 billion) in assets under management, include Australian fund manager Challenger (CGF.AX) and U.S. firms Old Mutual Asset Management OMAM.N and Eaton Vance (EV.N), the source aAsset Management OMAM.N and Eaton Vance (EV.N), the source added.

this window has just finished i am already thinking about who we will get for the january window we might try for khedira on a really low offer as he is free agent almost would help boost numbers in midfield in the new year as we will no doubt need to filling the numbers about then also i will hold my hands up and say i was wrong this morning for giving wenger stick and saying welbeck is rubbish i have been out in the cold light of day and had a chance to reevaluate the situation and realized that this could be a canny shrew transfer on wenger behalf actually if wenger can turn the clock back and work his magic on welbeck and get him scoring goals and improve his game then we could have a great underrated signing on our hands its wengers absolute trust in him that might be what makes him a great player as this is something that he never had at old mordor if anybody can make him a world beater wenger can he loves this little pet projects improving players against the odds welbeck has the skillset to be high class player upfornt he just needs to work very hard on his finishing i think once he gets a few goals under his belt he will settle in fine and he is a team player you could put him on the left against man city to shore up that side and he will put in a great shift without a complaint that could be his biggest asset to us or on the right whenever we need him there ithinkwenger might start himon the left against city to protect the left back against navas and i bet you if he does a great job we will take a shine to him quickly i am hopeing he will be one of those wenger gems that he finds and polishes up to a high finish i must admit i was annoyed as some other gunners were at not signing d / m and c / h but if wenger does win the league with this lot it will be his greatest win yet and what might play in to our hands is the unpredictable nature of the league in the last few seasons if we get on a good run at the right time we might be hard to stop look at city they should have never lost to stoke but the result is there in black and white for all to see and i think chelsea will hit the skids after a while to just because cesc and costa are doing well now thats there main threat but teams will work out how to stop them as the season goes on and chelsea will become predictable i think we might just do well this season after all

Amalgamated, a left - leaning bank with roots in the labor movement that manages more than $ 40 billion in assets under management, said it would adopt new policies about lowering its exposure to the fossil fuel industry in its own investments and its loans.

Their asset level puts them in the high net worth category — which means they can get great service and investments for under 1.75 % or $ 24,500 per year at the low end.

As in 2016, our two Vanguard picks provide low - cost exposure to this key asset class in both currency - hedged (VSP) and unhedged (VFV) versions: Vanguard S&P 500 Index ETF (CAD - hedged) trading under the ticker VSP; and Vanguard S&P 500 Index ETF, trading as VFV.

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

Jeffrey M. Lacker, who opposed the asset purchase program and the characterization of the conditions under which an exceptionally low range for the federal funds rate will be appropriate.

Voting against the action was Jeffrey M. Lacker, who opposed the asset purchase program and the characterization of the conditions under which an exceptionally low range for the federal funds rate will be appropriate.

Due to the nature of its industry, Talisman operates with a low profit margin (worryingly under 2 % in 2012), but the company does have a solid amount of tangible assets.

And, for fee - based advisors, this equates to lower growth for their assets under management, the base from which their fee revenues are calculated.

Customers with a lower risk tolerance are advised to hold a certain percentage of their portfolio in cash since investment in interest - bearing assets (e.g. bonds) is not allowed under Islamic law.

More cost - conscious individual investors and certain of their more helpful financial advisors and some more cost conscious institutional investors have been redirecting increasing proportions of investment assets under their control into lower cost funds.

Winning means keeping your clients happy by realizing low risk and great returns, slowly growing assets under management, while at the same time, not wasting / losing time and money trying to manage money.

The minimum account size for SmartFolio is $ 5,000 and fees are charged as a percentage of assets under management, starting at 0.7 per cent for the first $ 100,000 and gradually moving lower for amounts above that.

SEBI has made the expense ratio slabs for mutual funds such that higher the AUM (assets under management) size of a scheme, lower the expense ratio; and vice versa.

In 2017, IndexIQ rolled out the complementary IQ S&P High Yield Low Volatility Bond ETF (HYLV), which currently has nearly $ 90 million in assets under management.

Is there a passively managed, low cost (under 0.5 % expense ratio), broadly diversified ETF that has a share price around $ 25 with greater than $ 100 million in assets, so that a new investor could take full advantage of dividend reinvestment?

Essentially, if you get low enough fees (under 0.5 % of assets) you are pretty much going to be in an index fund.

The iShares S&P 500 ETF (NYSEMKT: IVV) has an even lower expense ratio of 0.07 %, and with 331 million shares outstanding, the iShares ETF has about $ 70 billion in assets under management.

(Salt Lake City) The Utah Educational Savings Plan (UESP) announced today it has surpassed $ 8 billion in assets under its management in more than 277,000 accounts, a milestone underscoring the value that investors find in Utah's low - cost, fast - growing 529 college savings plan.

The steady rise in assets under management benefits UESP account owners because growth leads to cost efficiencies that UESP may pass on to account owners by lowering fees.

«Fees in the asset management industry are coming under increasing scrutiny, and this trend has driven investment dollars into lower - cost funds, particularly index funds,» according to a Morningstar report released today.

Our interest in the booklet stems from its examination of a group of investment styles falling under the rubric, «Assets bought cheap,» in particular, Benjamin Graham's «Net current asset value» method and the «Low price to book value» method.

The idea behind Browne's Permanent Portfolio is that the four asset classes have sufficiently low correlation that the portfolio should be able to put up modest gains each year under just about any circumstance imaginable.

The second investment method falling under the rubric of «Assets bought cheap» is the «Low price in relation to book value» method.

Or the adviser might be reluctant to recommend products, such as bank CDs or an immediate annuity, or engage in strategies, such as paying off mortgage debt, that reduce the value of assets under his management and thus lower his annual fee.

Under the special rules, the starting point for basis is the lower of: (1) the asset's fair market value on the date of death or (2) the decedent's basis.

The global asset bubble financial economy has made many leveraged bets on expensive assets under the assumption the global central banks will always keep rates low and if we have a correction bail investors out.

Low cost automated investment advice, a.k.a. robo advice, has the potential to become the core of financial planning service and have $ 19.5 trillion in assets under management (AUM),...

MAXadvisor Private Management is a «pure» fee - only investment advisor, which means that unlike many financial advisors, we have a simple and low - cost fee structure: we charge a microscopic.50 % of assets under management per year.

Fees are usually based on a sliding scale as a percentage of assets under management — the more in the account, the lower the percentage you are charged.

They usually also only focus on one asset class, limit the number of their clientele, and keep everything as low - key and under the radar as possible.

The percentage is lower the more assets you have under Personal Capital.

So, for example, the more risk - free Assets you hold the lower the Total Assets figure in the equation... well, that is until the risk - free Assets are no longer risk - free... And this is exactly how banks could boast of, say, a perfectly acceptable 9 % Tier 1 Ratio, only to end up crushed under the weight of 30 - 40 times leverage and begging for a bail - out.

Sometimes a low book value means that assets are under estimated; experts consider these kinds of companies good.

These guys have very little conflicts of interest and although they work on an Assets Under Management (AUM) model, they are free to recommend low cost ETF's and they aren't required by management to try and sell you everything.

Investors with trillions of dollars under assets repeatedly have warned that all industries are exposed to both physical climate impact risks and risks that could arise from the low carbon transition as demand for carbon - intensive fuels and technologies declines and new markets emerge.

For existing assets, our research can highlight which ones are more at risk of becoming stranded under a lower demand scenario — for example one that restricts anthropogenic warming to 2 °C.

LSLAP Clinics - UBC's Law Students Legal Advice Program helps low - income earners draft wills (requirements: no real estate, and estates / assets must be under $ 25,000) and other personal planning documents.

Any individual with low - income group such as small farmer, rickshaw puller, daily wage worker, domestic help, labourer or micro-entrepreneur etc. can protect their assets and lives under micro-insurance policy.

Hedge funds comprise the lion's share of the 175 cryptocurrency funds in the market, but assets under management have yet to surpass the low - billion - dollar threshold.