Sentences with phrase «of equity indexed»

Because of that, the account value of equity indexed universal life insurance policy will go up and down based upon the market movements of the underlying index that is being tracked.

The cash value portion also allows you to earn a minimum guaranteed rate of interest along with receiving a higher rate of interest in certain scenarios, the most common of which, when the S&P 500 goes up, in the example of an equity indexed UL.

I used to run a reasonably large options hedging program for a large writer of Equity Indexed Annuities [EIAs].

While IUL policies can boost the performance of your cash account over that of traditional UL, the restrictions on how much you can benefit from market movements in the form of cap and participation rates should be studied carefully when considering a purchase of IUL, given their potential to limit the growth of these equity indexed accounts.

Equity indexed annuities are a BIG business and there are hundreds of companies offering thousands of different types of equity indexed annuities.

He was Chairman of the Equity Indices Committee and helped create the Russell 2000 futures and options, S&P Midcap 400 futures and options and the revolutionary E-mini futures concept.

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.

On May 26th, 2016, the granddaddy of all equity indexes — the Dow Jones Industrial Average (DJIA)-- turned 120.

For instance, you can choose the safety of a daily interest account or be more aggressive and go with an account based on the performance of an equity index.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Sabrient Insider Sentiment Index.

In 2009 the E-mini overtook the large S&P 500 to become the larger portion of the equity index futures market.

The investment seeks investment results that correspond generally to the performance, before the fund fees and expenses, of an equity index called the AlphaShares China All Cap Index.

When the price of an equity index fund falls, its expected return goes up: you're paying less for all future dividends and potential growth.

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Australia Index.

Our LongView family of equity index funds and separately managed accounts provide investment results that seek to replicate the performance of the specific index.

However, given the good run of the equity indices over the last five years and the advanced stage of the bull market, Charles Schwab's revenues and earnings will take a hit as soon as equity indices are tanking.

In addition to the popularity of the equity index, Asian market participants should be familiar with some of the index constituents like Apple, JPMorgan Chase, Microsoft, and Wal - Mart.

The SMID Cap Rising Dividend Achievers fund seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers Index.

We publish a daily total return index for the S&P 500 and for most of our equity indices.

The iShares ETF shows a 12 - month distribution yield of 4.3 % and a P / E ratio of 7.2, better than any of the equity indexes.

Volatility looks to remain at exceptionally low levels keep the wind at the backs of the equity index ETF's SPY, IWM and QQQ.

Volatility looks to remain at extremely low levels keeping a breeze at the backs of the equity index ETF's SPY, IWM and QQQ.

Volatility looks to remain low adding some wind to the backs of the equity index ETF's SPY, IWM and QQQ.

A fund with a target retirement date of 2035 might hold about 30 % in bonds and the rest in a globally diversified mix of equity index funds.

The S&P 500 ® Energy Corporate Bond Index, a sub-index of the S&P 500 Bond Index that includes both investment - grade and high - yield issuers of the equity index, has returned -0.11 % MTD and -0.72 % YTD.

The investment seeks results that correspond generally to the price and yield (before the fees and expenses) of an equity index called the Mergent Buyback Achievers Index.

For equity indexed universal life, the returns credited to the policy's cash value are based on the performance of an equity index (such as the S&P 500) over a specified period.

Volatility ($ VIX) looked to remain subdued and biased lower adding a breeze to the backs of the equity index ETF's $ SPY, $ IWM and $ QQQ.

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the MAC Global Solar Energy Index.

Volatility looks to remain at abnormally low levels, keeping the wind at the backs of the equity index ETF's SPY, IWM and QQQ.

Volatility looks to remain subdued keeping the wind at the backs of the equity index ETF's SPY, IWM and QQQ, despite their moves to new highs.

The investment seeks to performance before the fees and expenses, of an equity index called the S&P Global Dividend Opportunities Index.

Indeterminate Premium A characteristic of equity index, universal, adjustable, and variable universal life policies in which the premium is estimated but not guaranteed.

Similar to Traditional Universal Life Insurance, these policies are invested in index funds that usually follow the S&P 500 or similar type of equity index.

The actual «interest» credited to a policy's cash value is determined by the annual changes of an equities index (excluding dividends).

A characteristic of equity index, universal, adjustable, and variable universal life policies in which the premium is estimated but not guaranteed.

What differentiates an Indexed UL policy from other types of permanent life insurance used for cash accumulation is that the growth of the policy's cash value is based on the performance of an equity index (usually the S&P 500), excluding dividends, collared by a cap and a floor — rather than based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «current assumption universal life»), based on a flat dividend rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «whole life»), or based on the actual investment returns of specific equity investments (a product referred to as «variable universal life»).

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.

Not exact matches

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

U.S. equity index futures got some reprieve overnight after President Donald Trump postponed the imposition of steel and aluminum tariffs on Canada, the European Union and Mexico until June 1, and reached agreements for permanent exemptions for Argentina, Australia and Brazil.

He's still dead set on sweeping equity declines totaling more than 60 % — a plunge he says will erase the excess total return of the S&P 500 index dating all the way back to October 1997.

While the Canada Pension Plan Investment Board also considers environmental, social and governance factors when making investments, much of the CPP's equity portfolio essentially replicates major stock indexes.

Vincent Roy, BlackRock's managing director of scientific active equity, points out that the S&P / TSX global gold index is trading at 16 times earnings, about half of where it traded in 2009.

The S&P Listed Private Equity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized rEquity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized requity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized return.

Major equity indexes closed lower but little changed on the last working day of the year for some traders.

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

According to a report published by Morningstar in 2015, U.S. equity index funds account for about 37 % of the total market share of mutual - fund assets, up from 26 % five years earlier.

BAML also highlights a weak US dollar as boosting the profitability of multinational corporations, many of which have large weightings in major equity indexes.

When this index exceeds the rate of return earned on equity by the business, the investor's purchasing power (real capital) shrinks even though he consumes nothing at all.

When you purchase a broad swath of equities, say an S&P 500 index fund, the returns you can expect over the next decade or so comprise four building blocks: the starting dividend yield, projected growth in real earnings per share, expected inflation, and the expected change in «valuation» — that is, the expansion or contraction in the price / earnings (P / E) multiple.