Sentences with phrase «of invested assets»

Investment fees can be as high as 1.5 percent of the invested assets each year.

It is never a bad idea to keep a portion of your invested assets in cash or short - term money - market securities.

This fee is based on the total amount of invested assets and will be deducted from your account balance on a monthly basis.

An account offered by investment dealers whereby investors are charged an annual management fee based on the value of invested assets.

Most have over a billion dollars of invested assets, and some hold tens of billions of dollars of net asset value.

A robo - advisor is an investment firm that manages money for a low cost, typically 0.25 percent of invested assets.

The company has a somewhat conservative investment balance, with nearly 92 % of its invested assets in either fixed income or cash.

This fee is based on the amount of invested assets and will be deducted from your account balance on a monthly basis.

Carry trades are only appropriate for deep - pocketed entities because of two major risks: the risk of a sharp decline in the price of the invested assets and the implicit exchange risk when the funding currency differs from the borrower's domestic currency.

Portfolio Charts focuses on sophisticated but low - key index investing strategies that only require you to purchase a handful of investing assets and rebalance your portfolio once a year.

When the liquidity premium is high, the asset is said to be illiquid, and investors demand additional compensation for the added risk of investing their assets over a longer period of time since valuations can fluctuate with market effects.

Most of my invested assets are in VTSAX, Jim's recommended stock index fund.

Because the exact timing of the payment of claims and benefits can not be predicted with certainty, the insurance subsidiaries maintain portfolios of invested assets with varying maturities and a substantial amount of short - term investments to provide adequate cash for the payment of claims.

Manage the investment accounting and its administration, and the integrity of financial reporting of invested assets of the Foundation

An account offered by Investment Dealers whereby investors are charged an annual management fee based on the value of invested assets.

Equity securities were $ 5.9 billion, or 29 % of invested assets, down from $ 6 billion at the end of last quarter.

Then they allow your advisor to add their own management fee, anywhere from 0 % of invested assets to 1.15 %.

16 % of my invested assets and 13 % of my spendable net worth is sitting in cash.

Using the word quality in this context I mean the «capability» of the invested assets to generate a steady, reliable and constantly increasing stream of cash flow.