Sentences with phrase «lower asset based»

Asset sensitive life insurers are faring badly in the face of good earnings, because with the fall in the equity markets, insurers might have lower asset based fees coming.

Not exact matches

What that means is that you are in an environment that is going to have further trouble in terms of investment returns that are in areas that are based on economic growth and areas that do relatively well like bonds... Broadly speaking, I think that investors should be looking for lower prices on most risk assets in these developed countries with the exception of Japan.»

Northern Star Resources says it is generating over $ 200 million in free cash flow per year on the back of an expansion of its asset base, lower costs and increased gold sales.

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.

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

Scoring a major asset at a time when oil prices had hit major lows has transformed Perth - based junior Kalrez Energy NL from a gold explorer to an oil and gas producer.

A carry trade is typically based on borrowing in a low - interest rate currency and converting the borrowed amount into another currency, with proceeds placed on deposit in the second currency if it offers a higher rate of interest or deploying proceeds into assets — such as stocks, commodities, bonds, or real estate — that are denominated in the second currency.

Owning the intellectual property together with a low cost basis production facility delivers outstanding returns to Nail Jack Tools shareholders and provides an immediate asset base for the investment.

To achieve this goal, we charge low, fully - transparent 401 (k) fees that are based on participant headcount, not plan assets, to the extent possible.

For privately held assets, deductibility is limited to the lower of cost basis or FMV, up to the limits listed above.

The asset mix will evolve over time in agreement with the employee based on a limited number of low - cost portfolio investment solutions, and contributions are locked in until retirement.

For a portion of the period, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

For a portion of the periods, some funds had expense limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.

However, asset managers usually base their voting on low - cost policies that tend to enhance the returns on their portfolio as a whole.

Yes, the strategy is to be one of the LAST investors in each eREIT so that the cost of running each eREIT is spread out over a large asset base so that each investor bears a lower cost.

Low risk - free rates — the fundamental basis for gauging asset valuations — represent an underappreciated sea change in assessing future returns, in our view.

But this is to be expected if the higher fees are part of the compensation model (many advisors point out that 25 basis point 12b - 1 trails are a lot lower than 1 % asset management fees, and some active funds have modest expense ratios).

The money should be invested in an age - based asset allocation that mixes a stock index fund, like [a Standard & Poor's 500 index] fund, with low - risk investments.

In a Mar. 18 letter to G20 central bankers and finance ministers, Carney gave a low - risk assessment of cryptocurrencies on the basis that the new asset class was small relative to the global financial system.

• Full - service brokerage services for stocks, bonds, & mutual funds • Asset Allocation Recommendation & Implementation • Lower cost than any full - service brokerage in Pocatello • Wrap or fee - based accounts or transaction based

The hierarchy gives the highest priority to valuations based upon unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to valuations based upon unobservable inputs that are significant to the valuation (Level 3 measurements).

At a base level, Double Up should only be used during times when the price of your chosen asset is clearly trending in the predicted direction, higher or lower (as forecast) than the entry price.

Higher oil prices would reinforce current market trends based on reflation: rising long - term bond yields and a shift out of perceived safer assets — bond proxies and low - volatility stocks — and into cyclical assets such as EM.

In the event of a reasonable market pullback (say, a few percent), and assuming market internals were still intact at that point, I would be inclined to increase our call option position toward about 2 % of assets, which would provide good exposure to any market advance that might begin from that lower base.

«PBO estimates that higher - wealth households will be able to continue contributions, but TFSA contribution room limits will soon exceed the financial asset base for most low - wealth to middle - wealth households,» Fréchette said.

Since the required minimum distributions would now be based on his life expectancy, the RMD amount would be lower, leaving more assets in the account to potentially compound tax - deferred.

XLP's expense ratio ranks among the cheapest in the sector, its asset base is solid, and the fund's extremely strong liquidity keeps transaction costs low.

Based on measuring the asset - weighted expense ratio of the entire mutual fund and ETF industry, our research found that an investor could save from 0.35 % to 0.46 % annually by moving to low - cost funds.

Despite the lower incomes, they've accumulated four times more in savings than that of the average Canadian woman and have built up an average asset base that's similar to men ($ 145,000 in savings versus $ 152,900 for SMART men).

That's a stunning 75 % above what it produced in the fourth quarter, though it's off a low base due to asset sales.

He is currently active as the Co-Founder & COO of Vietnam's first & leading Digital Asset Exchange & has been leading the efforts of the organization to implement Blockchain - based Remittance payments with the goal to provide faster processing times and lower transaction fees.

Therefore, one can see why AAL is intent on shrinking its asset base to improve its balance sheet — low yielding properties act as a drag on company performance.

Vanguard, now the third - largest ETF firm based on assets, was a pioneer of low - cost index mutual funds in the 1970s.

In Wealth Management, improved market conditions and investor confidence drove higher fee - based assets and higher transaction volumes over last year, continuing the significant earnings recovery in this business from the period of market lows.

Look for ETFs with low expense ratios and high trading volume relative to other commodity ETFs, and avoid ETFs with extremely small asset bases.

According to the company, GemCap is an equity investor in low - and middlemarket sized companies, but it also provides asset - based loans — ranging from $ 1 million to $ 10 million — as a senior - secured lender.

To do it they want to consolidate asset bases so they can lower supply chain costs to pay farmers more for milk and grow export volumes.

Schalke never would sell one of their most valuable assets for such a low fee and on the basis of what the 21 - year - old German international has been saying in pre-season, it looks as though he has fully signed up to the regime of new Schalke coach, Andre Breitenreiter.

Making matters worse, then - Mayor Rudolph Giuliani and the city's labor unions had agreed in May 2000 to «restart» pension calculations based on peak asset values, departing from a rolling five - year average that included lower values from prior years.

And with dynamic balancing between asset classes, it forces you to sell high and buy low — at least on a relative basis between asset classes.

If you buy mutual funds through a broker who charges an asset - based fee, he should sell you the low - MER «F - class» versions which don't pay trailer fees.

As Tyler Mordy, president and chief investment officer at Vancouver - based Forstrong Global Asset Management, explains that the lower MER (0.09 % versus 0.12 % for VAB) was a factor, although «both funds have great liquidity and tight spreads.»

Without China's purchases of dollar - based assets, which is how it currently stabilizes the renminbi, the U.S. the dollar would be lower and [Rising Interest Rates U.S. interest rates]-RSB- would be higher.

These firms charge a fee based on a percentage — usually 1 % to 2 % — of the assets they manage, with larger accounts getting the lowest rates.

But now that it's going head - to - head with XIC, the BMO fund can claim a competitive advantage: the two funds track the same index, with a similar asset base, and ZCN offers a significantly lower fee.

We also segmented retirees into three groups based on pre-retirement non-housing retirement assets — $ 0 to less than $ 200,000 (low wealth), $ 200,000 to less than $ 500,000 (medium wealth) and $ 500,000 and above (high wealth).

Similarly some industries are expensive based on assets (high P / B Ratio) while others are cheap (low P / B Ratio).

He does have some assets in large cap dividend - paying equities but he doesn't want them called away because they are in a taxable account and he has a low cost basis.

Value is the buying of «cheap» assets, at least based on measures such as a low price - to - earnings (P / E) ratio for stocks.

Objective: To identify companies whose market price is low relative to value measures based upon factors such as sales, earnings, dividends, cash flow or assets.