Sentences with phrase «n't hold asset»

The funds most commonly held by investors typically don't hold asset - backed securities with subprime collateral because of strict rules that regulate the funds.

We don't hold your assets.

We do not sell securities and do not hold assets in custody.

They don't hold your assets directly, instead you invest with Fidelity or TD Ameritrade and they manage your accounts.

Not exact matches

The privately held firm, which is not regulated by the Office of the Superintendent of Financial Institutions (OSFI), claims its assets under management jumped more than tenfold to $ 225 million between 2009 and 2015.

Many conglomerates have been holding onto non-core assets because they didn't want to generate a big tax bill on the sale.

Yahoo announced last week it would not hold an earnings call as part of reporting financial results, citing the pending sale of the company's core assets to Verizon as its reason for scrapping the call.

Other than real estate, which has higher yields and can act as a diversifier, Turnbull won't hold any sector or alternative - asset ETFs.

But having divested most of the family's fossil fuel assets in the late 1990s to set up private conglomerate Coril Holdings Ltd., Ron may not have been feeling the same pain as those in the audience.

Fitch's suggestion that balance sheets in the sector «will continue to need to be right - sized» doesn't bode well for investors holding those assets to be «right - sized.»

Your advisor should not only answer your question when you call, he or she should also proactively educate you on each strategy's objective and holdings prior to investing your assets.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

Of course, it includes a lot of assets that an average investor can't easily buy — including big stakes in privately held companies and infrastructure facilities like toll roads and airports, to name just a couple.

If one party decides not to disclose or provide evidence of their holdings, the divorce process becomes more expensive and time - consuming, and could result in the partner failing to get a fair share of assets.

Authorized by federal law, a special needs trust is an irrevocable trust designed specifically to hold assets for a beneficiary so that the funds do not disqualify the recipient from needs - based government benefits.

Mostly, that's because the richest households tend to hold most of their wealth in financial assets, whose value increased rapidly after the downturn, while poorer folks have a much larger share of their net - worth tied up in real estate, whose value didn't bottom out until the end of 2011, Pew researchers note.

Stephen Gordon is absolutely correct when he states that «the surge in income at the top has been driven by earned income, not their asset holdings».

«This Queen Mary is not turning any time soon and will hold investment implications related to many asset classes for years to come.»

Further, while private foundations are subject to an annual payout of 5 percent of the market value of their assets, donor - advised funds aren't held to the same rules.

In July last year, when CIR was known as Asset Backed Holdings, it launched an off - market bid for the shares it did not already own in PRL at $ 3 cash a share.

I wasn't aware that the sitting government was elected on a platform of selling state assets - i.e. held for the people and by the people.

Because they trade on an exchange, products like ETFs and ETNs are not only priced using a net asset value (NAV)-- the value of securities held minus liabilities and divided by shares outstanding — that is calculated at the end of each day and by intraday NAV (iNAV) throughout the day.

Although it's not illegal to have an offshore holding company or assets that are held in foreign accounts, most countries require politicians and other public figures to declare their holdings.

It is not clear what percentage of metal held in Henry Bath was owned by JPMorgan's traders, but it was high enough to alarm the Federal Reserve and to make it difficult for JPMorgan to classify the asset as a strictly passive investment.

They also don't hold more than 6 % of assets in a single name.

That's no dig at Marissa Mayer — she merely made too many mistakes and didn't simplify as much as she should have with a company holding that many assets.

A New York Times investigation published last year found that the family had documented assets of more than $ 160 million, a conservative figure that did not include bank accounts, real estate, assets held by proxies or other wealth not reflected in publicly available records.

You also agree not to disclose or disseminate the Holdings Information to any third party and to treat the Holdings Information as nonpublic and proprietary, and you further acknowledge that the Holdings Information constitutes a valuable asset of FTI, the Funds and Fund shareholders.

Now, tax basis does» t matter if you can manage to hold the asset forever — i.e. you never sell and therefore don't have a capital gain event.

What's more, this relationship holds across asset classes, not just for stocks.

It is desirable that super funds don't hold all their assets in highly liquid form for the fear that all of its members may withdraw their funds all at once, just as banks don't put all their assets in liquid form for the fear that a bank run might occur.

Although these requirements do not formally take effect in Australia until the start of next year, we have already seen a marked change in Australian banks» liquid asset holdings.

As of November 30, 2017, the Fidelity Large Cap Stock Fund, didn't hold Netflix, Amazon, and Tesla, and only held 0.24 % of assets in Facebook.

As we stressed in our article on Bitcoin: ``... not all strategies are binary (either holding an asset or not).

Although I'm not excited about stocks, I decided to hold my nose and focus on asset allocation since I'm ~ 5 % below my target equities allocation of 25 % of net worth.

(a) Share of total Australian dollar assets (per cent), subcomponents are the share of liquid assets (b) While deposits with other banks are a store of liquidity, they do not contribute to the stock of liquidity held by the banking system as a whole, since the recipient banks will, in turn, need to hold additional liquidity against these deposits; consequently, they are excluded from this table (c) Includes Commonwealth Government Securities and securities issued by the states and territories (d) Includes notes and coins, Australian dollar debt issued by non-residents and securitised assets (excluding self - securitised assets)

If we did not make this adjustment, we would be holding companies accountable for unconsolidated subsidiary assets without measuring the income from those assets in our calculation of ROIC.

They're making a shift because «they can't earn enough money on the assets they hold to provide the benefits that they offer.»

A Herald / Times investigation found that Scott may only be disclosing those assets held in his newly - formed personal blind trust, not the assets held in his families» trust, raising questions about the completeness of his reports.

Asset holdings are lower in states with high exemptions, suggesting that the consumption smoothing result is driven by lack of self - insurance, not by less access to credit.

I hold assets in other accounts which are not reflected here (mostly because they aren't as fun to write about and track).

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

With this system, the platform doesn't need to hold any of the user funds or assets.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

3) The Hussman Strategic Growth Fund has gradually shifted from smaller to larger capitalization holdings in recent years, not out of any necessity due to Fund size (at the Fund's current asset level, we could easily populate the Fund with mid-caps if it was optimal to do so), but precisely because large stocks generally carry the best relative valuations.

Aside from acceptable «basis» risk between the stocks we hold long and the indices we use to hedge, and perhaps 1 % of assets in option time - premium at any given time as a result of staggering our strikes to provide a stronger defense, we don't consider various speculative bubbles as threats to our own returns.

We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management equity); engage in transactions with affiliates; and make investments.

For advisors holding themselves out as providers of fiduciary advice to plan participants, the DOL Rollover Opinion provides that they can not capture rollover assets from this client base.

One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.

What any individual bank needs to hold to maintain its liquidity in the face of stochastic adverse clearings, in addition of course to reserves of outside money, is not one specific type of earning asset, but a portfolio that includes enough liquid assets, meaning assets that can be sold on short notice with negligible losses from bid - ask spreads.