Sentences with phrase «of assets invested»

The National Association of Insurance Commissioners recently conducted a study that found that 96 life insurers have more than 10 percent of their cash and invested assets in commercial mortgage loans, and 10 life insurers have more than 20 percent of their assets invested in commercial mortgage loans.

It is expected that the fund will not have more than 50 % of its assets invested in foreign securities at the close of its taxable year, and therefore will not be permitted to make this election.

It also appears that size is starting to matter less to hedge funds, with 43 % of assets invested in stocks with stocks with market cap higher than $ 10 billion, down from 47 % as of Q1, yet in line with Q2 2009 exposure.

The Guggenheim Enhanced Adjustable Rate Senior Loan ETF will have at least 80 percent of its assets invested in adjustable - rate senior secured loans as well as adjustable - rate revolving credit facilities, the filing said.

Charlie Munger points out that «[With] closet indexing, you're paying a manager a fortune and he has 85 % of his assets invested parallel to the indexes.

If you receive this income from a mutual fund that has only a portion of its assets invested in Vermont state and local obligations, use only the amount for the Vermont obligation (s).

Why do institutions have so much more of their assets invested passively?

Vanguard doesn't really compete on commissions unless you also have a large amount of assets invested in Vanguard funds or ETFs.

Other robos charge a percentage of the assets invested, which can also differ based on the provider and the amount invested.

Like most investment products, the amount of assets invested expands in a bull market and contracts in a bear market.

The Focused Credit fund, Mr. Barse's brainchild, came into the summer of 2015 with something like one third of its assets invested in illiquid securities, so - called «Level 3 securities.»

The Funds may also have a greater percentage of their assets invested in particular industries than a diversified fund, which increases the risk of exposure to unanticipated conditions within an industry, corporation, or security.

This also preserves balanced diversification, maintains a higher degree of the percent of assets invested in the market and helps reduce tracking error in the performance of the fund / account.

Still, overall ETFs account for only approximately 2 % of the assets invested in the TDF market.

Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

* While equity oriented funds are known as balanced funds, I have included them here as they have minimum 65 % of their assets invested in equity.

I don't know the specific individual, but if they reach out to me I'd immediately apologize for calling them an «ass - clown» & «idiot» — that was completely inappropriate language... Now you push me on it, I'm sure I can find far more appropriate language to describe somebody who thinks it's fucking acceptable to sell a Frontier Markets ETF which happens to have 51 % of its assets invested in a single country (Chile — actually an emerging market for the past decade or two).

Infrastructure funds seek capital appreciation by having at least 60 % of their assets invested in equity securities of U.S. or non-U.S. companies involved in infrastructure projects around the world.

This is equivalent to about 15 % of the assets invested in mutual funds.

The Investors Dividend Fund has 57 % of its assets invested in financials.

If a fund has more than 50 % of its assets invested in foreign securities, the fund may elect to pass through this foreign tax expense to its shareholders, giving them the opportunity to claim either a foreign tax credit or a deduction.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.

The New York City Employee Retirement System, largest of the city funds, had 17.2 percent of its assets invested in alternatives as of 2013.

In our view, an investor with a 20 year spending horizon should presently have no more than 40 % of assets invested in the stock market.

In very general terms, an investment company is any company that has 40 % of its assets invested in minority holdings in other companies.

One of the principles underlying the Fidelity Select Fundranker system is to remain 100 % invested in Select funds all the time, so investors interested in Fundranker should be able to tolerate somewhat higher risk for the portion of their assets they invest in the Select funds that make up the Top Eight Model Portfolio.

Not exact matches

You can teach them to use the extra income to cover some of their own personal expenses and / or invest in assets.

How it works: Through a rollover as business startup arrangement, the entrepreneur invests up to 100 percent of his or her retirement assets into a business or franchise without taking a taxable distribution.

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

The finance minister of Saudi Arabia has sought to reassure investors that the kingdom is a secure place to invest following a crackdown on corruption in the country that saw individuals imprisoned and assets handed over to the government.

«For most of the last 80 years, venture as an asset class has been really difficult for the average investor to get in, unless you are a high net worth individual, unless you get the deal flow, you are part of an angel group or you invest into VCs, you just didn't have access into this asset class,» Wang says.

Mutual funds have traditionally invested in baskets of publicly traded securities, which collectively make up the fund's net asset value, or daily share price.

The growing spectre of online shopping has not deterred one of the country's largest retailers from investing in its bricks - and - mortar assets, with David Jones opening its fifth Western Australian store today as part of the final chapter of Mandurah Forum's $ 350 million redevelopment.

He adds that many real - estate agents are also focused on a Chinese pilot program that's being tested in five cities, including Shanghai, that allows wealthy individuals to invest at least 50 % of their assets in foreign markets.

Of course, a person who truly practices restraint might take things a bit further, deciding never to splurge at all on something like a vehicle that will depreciate, and instead investing in assets that will ultimately produce returns.

These funds consist of total cash, short - term invested assets and other readily marketable securities held by the holding company.

However, mutual funds may also invest up to 15 percent of fund assets in non-liquid investments, such as privately held startups.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

But, in fact, 64 percent of BJK's assets are invested in Asia - Pacific countries, where the big gaming players have been focusing their new investments.

The U.K. takes it so seriously that it invested the Bank of England with the power to deflate any asset - price bubbles that it identifies as threats to the financial system.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

But those of you familiar with distressed situation investing will know that in bankruptcy, assets pretty much never go up 17x.

The belief that venture capital performance has been poor, and a desire to diversify internationally, have prompted many institutional investors to move their money out of the asset class, leaving «fewer and fewer venture funds with less and less to invest,» says Steve Hurwitz, a Boston - based lawyer and co-founder of an annual venture capital conference in Quebec City.

Arrington told Fortune that the fund would invest primarily in digital assets, including exotic ones, and in so - called «initial coin offerings,» which involve the sale of digital tokens that can in some cases provide access to an online service such as file sharing.

On top of that, insurance companies invest nearly $ 7 trillion in assets.

The established players dominate the investing world, and fund managers need a healthy amount of assets under management to earn enough in fees to stay profitable.

- 55 percent of Republicans anticipate their household assets being invested higher in 2017 compared to only 31 percent of Democrats.

«As relevant today as when they first appeared nearly 75 years ago, the teachings of Benjamin Graham, «the father of value investing,» have withstood the test of time across a wide diversity of market conditions, countries, and asset classes.»