Sentences with phrase «of investment in equity»

The right balance of investment in equity and debt funds over a longer period of time can protect the customer from the ups and downs of the market.

Thus, investors who want to gain the dual benefit of investment in equity markets along with saving taxes should go for this scheme.

Johnny can afford to have most of his investment in equities because of his long time horizon.

Once you have a sizeable amount of investment in Equities or Debt, it would then make more sense to diversify this portion more to include funds from other regions.

We're big on indexing, so most of our investments in the equity markets are simply divvied up by asset classes covering the total U.S. market, the Nasdaq and the international markets.

Its equity investments primarily will consist of investments in equity securities, including common stock, preferred stock, and depositary receipts.

- allow bank rep to advise you and spouse to hold in your rrsps high - MER, low - return mutual funds to pad his commissions - ignore nagging feeling throughout 2007 that you should reduce proportion of investments in equities — instead listen to bank rep about wisdom of buy - and - hold - watch market in fall 2008; kick yourself repeatedly - start reading about investing (e.g. canadiancapitalist!)

The Allocation Fund attempts to achieve this investment objective by investing in a focused portfolio of investments in the equity, fixed - income and cash and cash - equivalent asset classes.

We concentrate a high percentage of our investments in equity securities in a low number of companies and diversify our investment portfolios far less than is conventional in the insurance industry.

Compared to other insurers, our insurance subsidiaries may concentrate an unusually high percentage of their investments in equity securities and may diversify their investment portfolios far less than is conventional.

Maybe this will help: I am 71 and I have half of my investments in equity funds and half in fixed income (bond) funds.

The age bracket 25 - 30 should put most of their investments in Equity and rest in Debt.

With the help of Risk Xplorer you can consider choosing ULIP fund with the highest portion of investments in equity.

Life Insurance Corporation of India, the largest Indian insurance provider, witnessed a 36 % year on year growth of its investments in the equity market.

Not exact matches

Founder Zach Goldstein, an investment banker who formerly worked at JPMorgan and a private equity firm in Chicago, was frustrated with the quality of other lounge clothes on the market that he didn't feel comfortable wearing outside his house.

In a lot of crypto - type investments, you are buying tokens — therefore, you do not own any equity in the companIn a lot of crypto - type investments, you are buying tokens — therefore, you do not own any equity in the companin the company.

Debt - to - capital ratio excluding net unrealized investment gains, net of tax, included in shareholders» equity

Just this May, he gave a presentation entitled «The Endgame» at the annual Sohn Investment Conference in New York City, where he warned investors of the need to sell their equity investments and remain in cash and gold.

The ratio of debt - to - capital excluding after - tax net unrealized investment gains included in shareholders» equity was 23.4 %, within the Company's target range of 15 % to 25 %.

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

Smart moves related to home equity loans and investments could provide tax relief ahead of policy changes in Washington.

Debt - to - capital ratio excluding net unrealized gain on investments, net of tax, included in shareholders» equity, is the ratio of debt to total capitalization excluding the after - tax impact of net unrealized investment gains and losses included in shareholders» equity.

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

• Rosewood Private Investments made a majority equity investment in ProTec Laboratory, a Quitman, Texas - based provider of contract manufacturing services to consumer brands in the dietary supplements, sports nutrition, functional foods, and pet care products industries.

The growing reality that there are limited investment opportunities outside of equities has fueled stronger inflows into equity markets in some regions and driven expectations of an even more substantial rotation.

«The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of «Buy» rated US - listed stocks (including ADRs), covered by BofA Merrill Lynch fundamental equity research analysts,» said the list's contributors in the note.

The extent of the contraction is especially apparent when compared to the United States: a study compiled by Canada's Venture Capital & Private Equity Association found that from 2003 to 2008, venture capital investment as a share of GDP dropped 35 % in Canada; meanwhile, south of the border, it increased by 17 %.

A bank famous for investments in commodities, Goldman Sachs's equity research team initiated coverage on a slew of major names, complete with company - by - company synopses and price targets.

According to a statement, the event aims to benefit and be of interest to audiences composed of institutional investors, fund managers, and other regional players in hedge funds and private equity / venture capital space, with a view to advance the region's investment industry.

Although many of the company's products have yet to go on the market, Ecovative has already raised $ 14 million in equity financing, including an investment from 3M.

So, over the next couple of quarters, business investment is going to become an engine of growth,» Jesper Koll, head of Japanese equity research at JPMorgan Securities in Tokyo told CNBC Asia's «Squawk Box.»

• HC Technologies, a Chicago - based principal trading firm with offices in New York City and London, announced the formation of its private equity arm, HC Private Investments.

The recent correction in Japan's equity market is an opportunity to buy, says Peter Boardman of NWQ Investment Management.

In December of 2013, the OPES Impact Fund made an equity investment in AFRIpads that will help the company meet its goal of reaching 500,000 women and girls by 201In December of 2013, the OPES Impact Fund made an equity investment in AFRIpads that will help the company meet its goal of reaching 500,000 women and girls by 201in AFRIpads that will help the company meet its goal of reaching 500,000 women and girls by 2015.

What I have learned from many years of working with tech - enabled growth companies; on both sides of mergers and acquisitions; and angel, private equity and venture capital investments, is that accretion of IP value is the key element to supporting overall enterprise value — representing scalability in phases of rapid growth and supporting attractive multiples during the fundraising and exit phases.

In past issues of The Boeckh Investment Letter (subscription required), Tony and Rob Boeckh recommended using the current bout of stock - market weakness to rebalance toward equities.

Silver Lake kicked in a cash equity investment of about $ 1.4 billion, and most of the rest was raised in debt financing and from the company's own reserves.

Elemental Minerals has finalised a $ US50 million ($ A66.4 million) equity injection with three investment groups to fund development of its Kola Sylvinite potash project in the Republic of Congo.

One of MSD's first investments was in an unknown, tech - focused private equity firm called Silver Lake, which at the time was raising its first fund.

Founded in 2007 with venture capital backing, Socrata has raised $ 55 million of equity investments to date.

Closer to home, a pickup in the U.S. economy, combined with renewed calls for greater infrastructure investment, bodes well for companies like Pentair (pnr), a water - equipment maker, says Todd Ahlsten, manager of the $ 14.4 billion Parnassus Core Equity Fund.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccountIn soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Investment firm KKR, which was part of the private - equity consortium that bought Go Daddy in 2011, actively recruits and hires veterans through its Vets @ Work program.

«The Foundation was lied to by Andrew Caspersen, a managing director at investment bank PJT Partners, regarding a potential investment related to the publicly - announced restructuring of a private equity fund,» the foundation said in a statement.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

A team of the investment bank's global equity analysts still expect a 20 % gain in stock worldwide by the end of 2016.

This new investment serves in lieu of an investment from KKR, a firm known for private equity deals.

Hudson's Bay said in a statement on Wednesday the company «believes that there is no merit to this appeal, particularly in light of the fact that written consent in support of the equity investment, from sophisticated long - term shareholders representing well over 50 percent of HBC's outstanding common shares.»