Sentences with phrase «of investor assets»

Discuss with your personal tax advisor how selling call options, purchasing put options or put spreads, and any potential sales of investor assets may affect your tax situation.

In this case the math assumes that there is only one variable that affects returns for ten years — the proportion of investor asset held in stocks.

Is downside risk the critical driver of investor asset valuation?

Appaloosa returned 10 to 20 percent of investor assets at the end of last year, the fourth - straight year of returning money to clients.

While increased liquidity and transparency are among the primary benefits driving interest in liquid alternatives, the shift of investor assets into liquid alts may leave opportunities «further down the liquidity spectrum» for entities like BDCs.

Gerald Appel has been directing the management of Investor assets for more than thirty - five years, during which time he has authored or co-authored more than 15 books relating to investment...

There are now more than 500 ETF now trading on the TSX and TSXV, controlling $ 129 billion worth of investor assets, as of the end of June.

The purchase and sale of options and the sale of investor assets may produce tax consequences for U.S. taxpayers.