Sentences with phrase «of equity classes»

What will the subordination of the equity class mean for the range of valuations that can be expected over the next couple of years?

Not exact matches

Are you a part of or a keen follower of new asset classes such as cryptocurrencies, hedge funds, private equity and other such investments?

Private equity is typically, over any kind of reasonable time horizon, the highest performing asset class that most LPs have.

As a result, risky asset classes such as equities and commodities will be assigned much higher reserve requirements than bonds, which is why some insurance industry players are already dumping equities to hold a greater proportion of bonds.

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

Stock market Stronach had little incentive to eliminate its dual - class share structure, which allowed him to control the company despite holding less than 1 % of its equity.

The point is that diversification among asset classes really helped ameliorate the return an equity - only investor would have suffered this year: a loss of 2.7 % is better than a loss of greater than 10 %.

As former UBS chief technology officer and leading blockchain expert Oliver Bussmann recently said, «ICO as a new business model leveraging blockchain technology will sustain as the digital way, combining crowdfunding and [a] new hybrid asset class of equity ownership and currency.»

Chanchal Samadder, head of equities at Lyxor ETF, explains why investors are moving into ETFs from other asset classes.

Deutsche Bank and / or its affiliate (s) owns one percent or more of any class of common equity securities of this company calculated under computational methods required by US law.

I have often seen cases in which entrepreneurs are unable to repay relatives because they subsequently raise money from professional investors who do not look kindly on business owners who try to repay one class of equity investors before others.

Actually, blame it on the explosion in Internet - company stocks, which has spawned a new class of equity - hungry managers.

I didn't make a lot of money, but I did get at least a small positive return from each of the asset classes I own, including equities, which is something given the TSX fell 11.07 % last year.

Of each graduating class, which usually comes to about 100 companies, about 10 start - ups are selected to receive an additional $ 100,000 in equity - free financing as long as they meet certain requirements and agree to keep their business in Chile for at least a year.

His organization runs one of the most visible and high - profile private equity funds in the world — industry observers put it in the same class as those run by legendary buyout giants Kohlberg, Kravis Roberts and Blackstone.

In 2006, he gave $ 10 million to the business school, which has produced many notable names in private equity and venture capital, including Alan Patricof (class of 1957) and Lionel Pincus (class of 1956) of Warburg Pincus, who died last year.

However, last year the SEC introduced a new class of investment commonly called «equity crowdfunding.»

Your goal is to diversify your net worth by making public equity investments equal to no more than 50 % of your net worth because you realize the value of various asset classes.

As of April 30, 2014, the Highland Long / Short Healthcare Fund Class A, A-LW, C and Z absolute rankings were 2, 2, 4 and 1, respectively, based on Total Return for the 1 - year period among 246 funds in the Morningstar Long / Short Equity Category.

Fairview's co-investment strategies offer one of the most efficient means through which direct investment opportunities with best in class private equity firms can be accessed.

There is no cure for it, but to control the symptoms, investors could consider preferred shares, that class of security that exists somewhere between bonds and equities.

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

The various classes of equity are modeled as call options that give their owners the right, but not the obligation, to buy the underlying equity value at a predetermined (or exercise) price.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

They can offer the growth potential of stocks, a possible plus at a time when the economic environment and earnings are generally supportive of equities, as we've seen with the steady rise in indexes across most asset classes.

If we raise additional funds through further issuances of equity, convertible debt securities, or other securities convertible into equity, our existing stockholders could suffer significant dilution in their percentage ownership of our company, and any new equity securities we issue could have rights, preferences, and privileges senior to those of holders of our Class A common stock.

A limited number of classes of common shares are being used for equity issuances and stock option grants.

April 28, 2016: Private assets, including private equity and commercial real estate, constitute major components of the portfolios of many institutional investors, but risk management for these asset classes has not kept pace.

Yet despite emerging market stocks representing about one - eighth of global equity market capitalization, the vast majority of investors has much smaller allocations to them, dramatically underweighting the asset class.

2,816,100 shares of our Class A common stock issuable upon the exercise of options to purchase shares of our Class A common stock granted after September 30, 2015 under our 2015 Equity Incentive Plan, with an exercise price per share equal to the public offering price set forth on the cover page of the final prospectus for this offering;

Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

For example, the private investment holdings of the California Public Employees» Retirement System generated 20 - year annual net class returns of 12.3 %, compared with 8.2 % for its public equity holdings.

Given the recent attention to the sub-asset class of growth equity, there will undoubtedly be more managers pursuing a growth equity strategy and therefore more competition.

Many asset classes, notably U.S. equities, have benefited from years of rising valuations.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset class.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

POP Performance shown for the periods prior to the inception of Class A shares on July 7, 2014 reflects the historical performance of the fund's Class N shares adjusted to reflect the higher expenses of Class A shares, estimated for their first year of operations, including applicable 12b - 1 fees and the maximum sales load of Class A (5.25 % for Equity Funds and 3.75 % for Fixed Income Funds).

In addition, there may be additional classes of equity with rights that are superior to the class of equity being sold.

Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments.

Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75 % and 3.50 % for equity funds and Putnam Multi-Asset Absolute Return Fund, and 4.00 % and 3.25 % for income funds (1.00 % and 0.75 % for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund, Putnam Fixed Income Absolute Return Fund, and Putnam Short - Term Municipal Income Fund), respectively.

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

Private equity has moved from being an exotic asset class for the thought leaders of the investment world to the mainstream.

Through its exchanges, CME Group offers the widest range of global benchmark products across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural products and metals.

These investors helped define an asset class and have founded some of the world's most successful private equity firms along the way.

Mr. Brooke helped define private equity as an asset class throughout his career, and was one of the key individuals responsible for building interest in private equity on an international scale, particularly in Europe, Asia, and Latin America.

The acquisition of IPD expanded MSCI's multi-asset class offering by facilitating the integration of private real estate assets into our models, as well as adding a family of real estate indexes to MSCI's suite of equity indexes.

In addition to the non-employee director compensation policy, in connection with this offering, we adopted a director stock ownership policy encouraging non-employee directors to hold shares of our Class A common stock with a value equal to at least one times the fair value of the director's annual equity award.

in the case of our directors, officers, and security holders, (i) the receipt by the locked - up party from us of shares of Class A common stock or Class B common stock upon (A) the exercise or settlement of stock options or RSUs granted under a stock incentive plan or other equity award plan described in this prospectus or (B) the exercise of warrants outstanding and which are described in this prospectus, or (ii) the transfer of shares of Class A common stock, Class B common stock, or any securities convertible into Class A common stock or Class B common stock upon a vesting or settlement event of our securities or upon the exercise of options or warrants to purchase our securities on a «cashless» or «net exercise» basis to the extent permitted by the instruments representing such options or warrants (and any transfer to us necessary to generate such amount of cash needed for the payment of taxes, including estimated taxes, due as a result of such vesting or exercise whether by means of a «net settlement» or otherwise) so long as such «cashless exercise» or «net exercise» is effected solely by the surrender of outstanding stock options or warrants (or the Class A common stock or Class B common stock issuable upon the exercise thereof) to us and our cancellation of all or a portion thereof to pay the exercise price or withholding tax and remittance obligations, provided that in the case of (i), the shares received upon such exercise or settlement are subject to the restrictions set forth above, and provided further that in the case of (ii), any filings under Section 16 (a) of the Exchange Act, or any other public filing or disclosure of such transfer by or on behalf of the locked - up party, shall clearly indicate in the footnotes thereto that such transfer of shares or securities was solely to us pursuant to the circumstances described in this bullet point;

The table above does not include (i) 5,952,917 shares of Class A common stock reserved for issuance under our 2015 Incentive Award Plan (as described in «Executive Compensation — New Employment Agreements and Incentive Plans»), consisting of (x) 2,689,486 shares of Class A common stock issuable upon exercise of options to purchase shares of Class A common stock granted on the date of this prospectus to our directors and certain employees, including the named executive officers, in connection with this offering as described in «Executive Compensation — Director Compensation» and «Executive Compensation — New Equity Awards,» and (y) 3,263,431 additional shares of Class A common stock reserved for future issuance and (ii) 24,269,792 shares of Class A common stock issuable to the Continuing SSE Equity Owners upon redemption or exchange of their LLC Interests as described in «Certain Relationships and Related Party Transactions — SSE Holdings LLC Agreement.»

Nevertheless, sales of substantial amounts of our Class A common stock, including shares issued upon exercise of outstanding stock options or warrants or settlement of RSUs, in the public market following this offering could adversely affect market prices prevailing from time to time and could impair our ability to raise capital through the sale of our equity securities.