Sentences with phrase «of total financial assets»

Over that same time period, the ratio of total financial assets to GDP in the United States more than doubled from five to ten.

According to the Financial Stability Board, the august body that makes recommendations to the global financial system from Basel, Switzerland, «other financial intermediaries» — the category that includes non-bank lenders but not insurance companies and pension funds — increased their assets to $ 80 trillion, or 23 percent of total financial assets, in 2014.

The portfolio above comprises roughly 17 % of our total financial assets.

So, as we look at household ownership of individual bonds as a percentage of total financial assets, we see the following.

«We have an undesirably large sum in cash at the moment, nearly a third of our total financial assets.

Not exact matches

In addition, Air Canada has an Altman Z - Score, a common measure of a company's financial health, that assess variables like working capital, sales and earnings as a proportion of total assets, of 0.62, which suggests the possibility of bankruptcy.

MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December 31, 2017.

The tests of 51 banks covering 70 % of total banking assets across the EU come at a time of great turmoil in banking when many financial shares have plunged

As of 3/31/11, Best Buy Co., Inc. represented 3.2 % of The Oakmark Select Fund's total net assets, Wal - Mart Stores Inc. 0 %, Amazon.com, Inc. 0 %, DIRECTV, Class A 4.0 %, Calpine Corp. 4.7 %, Cenovus Energy, Inc. 4.8 %, Capital One Financial Corp. 4.4 %, H&R Block, Inc. 4.1 %, Western Union Co. 0 %, and Mastercard, Inc., Class A 3.8 %.

As of 06/30/14, National Oilwell Varco represented 2.6 %, FedEx Corp. 2.2 %, Baker Hughes, Inc. 2.1 %, Dover Corp. 2.7 %, General Motors Co. 3.2 %, Bank of America, Inc. 3.1 %, TD Ameritrade Holding Corp. 1.8 %, Carter's Inc. 0.2 %, MasterCard, Inc., Class A 1.9 %, Knowles Corp. 0.5 %, General Dynamics Corp. 1.8 %, Foot Locker, Inc. 1.8 %, Scripps Networks Interactive, Inc., Class A 1.5 %, Aflac, Inc. 0.9 %, Oracle Corp. 3.4 %, Quest Diagnostic, Inc. 0 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Rowan Companies plc 0.4 %, Cenovus Energy, Inc. 0 %, Fidelity National Financial, Inc. 1.1 %, Devon Energy Corp. 0 %, and Ultra Petroleum Corp. 0.7 % of the Oakmark Equity and Income Fund's total net assets.

The mainland had more than 2,000 registered funds of all types as of May, with total net assets of about 5.7 trillion renminbi, according to figures from Wind Info, a financial data provider.

There are two simple ratios using accruals not often reported or put on financial websites but they do explain the state of quality of earnings, they are calculated by using two different approaches Balance sheet approach Calculate Accruals which is difference between beginning and ending NOA (Net operating assets) Here, NOA = Net operating assets = -LCB-(Total assets — cash and equivalents and investments)--(Total...

As of 3/31/11, Cisco Systems, Inc. represented 1.2 % of The Oakmark Fund's total net assets, Best Buy Co., Inc. 1.5 %, DIRECTV, Class A 1.7 %, Viacom, Inc. - Class B 2.1 %, Cenovus Energy, Inc. 1.8 %, EnCana Corp. 1.1 %, Capital One Financial Corp. 2.1 %, Harley - Davidson, Inc. 1.8 %, H&R Block, Inc. 1.4 %, Huntington Ingalls Industries, Inc. 0 %, Northrop Grumman Corp. 1.9 %, Unilever PLC — ADR 1.6 %, Aflac, Inc. 1.5 %, and FedEx Corp. 1.5 %.

Moreover, it is now doubtful whether the efficient market hypothesis makes any kind of sense. Indeed, a great many economists and bankers have discovered Minskyâ $ ™ s views on financial fragility and his financial instability hypothesis, according to which banks and financial markets can not be left to themselves: we need regulations even though regulating markets may not succeed in avoiding another crisis once the memory of the current crisis has faded away.As told to me by a law student recently hired by Blackrock, the largest asset manager in the world, with assets totalling more than 3,500 billion dollars â $ «thatâ $ ™ s one and a half times larger than UBS and twice as large as PIMCO â $ «many asset managers are now turning away from hiring neoclassical economists and actually prefer hiring engineers, sociologists and even philosophers.

As a personal rule of thumb I would argue for the preservation of at least 30 % of your personal assets as a cushion against total financial ruin.

«The unit at the centre of JP Morgan Chase's $ 2 billion trading loss has built up positions totalling more than $ 100 billion in asset - backed securities and structured products - the complex, risky bonds at the centre of the financial crisis in 2008.

As of 3/31/13, H.J. Heinz Co. represented 0 %, Dell, Inc. 4.5 %, Apple, Inc. 0 %, American International Group, Inc. 5.1 %, DIRECTV 4.9 %, and Capital One Financial Corp. 5.2 % of the Oakmark Select Fund's total net assets.

The securities mentioned above comprise the following percentages of the Oakmark Equity and Income Fund's total net assets as of 12/31/17: Bank of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls International PLC 0.6 %, PDC Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Carlyle's financial success primarily stems from the total assets the firm manages on behalf of others, along with the fees earned from managing those assets.

As of 3/31/11, SAP AG represented 5.2 % of The Oakmark Global Select Fund's total net assets, Capital One Financial Corp. 4.0 %, Best Buy Co., Inc. 4.0 %, Wal - Mart Stores Inc. 0 %, Amazon.com, Inc. 0 %, Daiwa Securities Group Inc. 5.0 %, Bank of America Corp. 0 %, Societe Television Francaise 1 0 %, Danone 4.4 %, and TE Connectivity 4.5 %.

As of 06/30/15 American International Group, Inc. represented 2.5 % and 6.0 %, National Oilwell Varco 0.8 % and 0 %, Fidelity National Financial, Inc. (FNF) 0 % and 4.6 %, Amazon.com, Inc. 2.2 % and 4.5 %, Apache Corp. 2.6 % and 3.8 %, and Chesapeake Energy Corp. 0.7 % and 4.5 % of the Oakmark Fund and Oakmark Select Fund's respective total net assets.

It still constitutes only a small percentage of total global financial assets, and most activity is concentrated in...

The holdings mentioned above comprise the following percentages of the Oakmark Equity and Income Fund's total net assets as of 09/30/16: Bank of America Corp. 3.8 %, General Motors Co. 4.2 %, Foot Locker, Inc. 2.7 %, TD Ameritrade Holding Corp. 2.0 %, Principal Financial Group, Inc. 1.9 %, CVS Health Corp. 2.7 %, Kate Spade & Co. 0.6 %, HSN, Inc. 0.4 %, Oracle Corp. 3.2 %, Carters, Inc. 0.4 %, Glencore PLC 0.6 %, Dover Corp. 2.8 %, UnitedHealth Group, Inc. 2.1 %, Union Pacific Corp. 1.6 %, BorgWarner, Inc. 1.6 %, Wells Fargo & Co. 0.9 %, The Goldman Sachs Group, Inc. 0 %, Philip Morris International, Inc. 1.9 %, Oceaneering International, Inc. 0 %, Facebook, Inc. 0 %, Amazon.com, Inc. 0 %, Netflix, Inc. 0 %, Alphabet, Inc. 0 %, HCA Holdings Inc. 0.6 % and MGM Resorts International 0.2 %.

Class A 2.3 %, McDonald's Corp. 1.9 %, Aflac, Inc. 1.7 %, Allstate Corp. 1.7 %, Bank of America Corp. 1.0 %, Bank of New York Mellon Corp. 1.1 %, Best Buy Co., Inc. 1.5 %, Cisco Systems, Inc. 1.0 %, Encana Corp. 1.1 %, FedEx Corp. 2.0 %, JPMorgan Chase & Co. 1.7 %, Google Inc., Class A 1.1 %, Capital One Financial Corp. 2.3 %, State Street Corp. 1.3 %, GlaxoSmithKline PLC 0 %, Walgreen Co. 0 %, Express Scripts Inc. 0 %, and Corning Inc. 1.6 % of the Oakmark Fund's total net assets.

As of 09/30/14, Forest Laboratories, Inc. represented 0 %, TRW Automotive Holdings Corp. 4.2 %, DIRECTV 0 %, Intel Corp. 3.6 %, FedEx Corp. 3.7 %, Cenovus Energy, Inc. 0 %, Actavis PLC 0 %, Fidelity National Financial, Inc. 3.5 %, Kennametal, Inc. 0 %, Franklin Resources, Inc. 3.6 %, Apache Corp. 6.5 %, CBRE Group, Inc. 4.2 %, Google, Inc., Class A 5.0 %, Citigroup, Inc. 5.0 %, Amazon, Inc. 5.0 %, Newfield Exploration Co. 0 %, Texas Instruments, Inc. 0 %, and Comcast Corp. 0 % of the Oakmark Select Fund's total net assets.

Its most recent financial data [1] shows that, on June 30, 2010, the Planned Parenthood Federation of America («Planned Parenthood») had $ 1.2 billion in total assets and $ 1.0 billion in net worth.

The audited results also showed that the Bank's Total Assets peaked at N4.07 trillion, translating into 16.1 percent year - on - year growth from the figure of N3.50 trillion recorded as at 2016 financial year.

Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk asset over a life - time that will allow people who started with nothing to achieve their goal of total financial independence?

In the financial year ended December 31, 2015, Zenith Bank reported a profit after tax (PAT) of N105.66 billion — the highest in the Nigeria banking industry for the year — with total assets standing at over Four Trillion Naira.

Additionally, even though Google's total assets are roughly 131 billion USDs [page 43], if one were to look at the «rest» of Google's assets (i.e. excluding its cash, cash equivalents and marketable securities), one might speculate how much of them could be realized in the event of a serious financial collapse.

However, according to Blackrock total global financial assets are $ 225 trillion with $ 62 trillion of it being managed.

This particularly affects financial institutions, as they are required to hold a certain percentage of total capital in Tier 1 assets.

It also acquired the majority of the assets of Washington Mutual in 2008, thus making it one of the most powerful financial institutions in the country with total assets of over $ 2.3 trillion.

Total exchange - traded fund (ETF) assets hit an all - time high of USD2.2 trillion in 2015, driven by the continued growth in popularity of passive investment vehicles, according to quarterly data released today by Broadridge Financial Solutions.

And new assets kept flowing into Charles Schwab's asset management business in 2014 as well: At the end of the first quarter, the financial services company reported total assets under an advisory relationship of $ 1.13 trillion.

This study looked at four different areas of wealth accumulation including total net worth; financial assets like savings, stocks, and mutual funds; non-financial assets like homes or vehicles, and the value of a borrower's living residence.

Financial Analysis: The total debt represents 14.97 percent of Franklin Resources's assets and the total debt in relation to the equity amounts to 22.87 percent.

Financial Analysis: The total debt represents 9.59 percent of Sigma - Aldrich's assets and the total debt in relation to the equity amounts to 12.61 percent.

I measure [Delta] LEVER as the historical change in the ratio of total long - term debt to average total assets, and view an increase (decrease) in financial leverage as a negative (positive) signal.

Or, the total sum of debts — in this case student loans — surpasses a person's total financial assets.

Net Financial Debt / Total Assets is my absolute favorite dividend safety metric for evaluating the long term financial condition of aFinancial Debt / Total Assets is my absolute favorite dividend safety metric for evaluating the long term financial condition of afinancial condition of a company.

Investment of more than 25 % of total assets in securities issued by banks would entail the risk of the factors influencing the health of the banking industry, affecting performance such as economic trends, industry competition and governmental actions, as well as factors affecting the financial stability of borrowers.

So the total breakup of financial assets and operating assets is as under:

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These «primarily asset value emphasis» companies include financial institutions (29.9 % of the total portfolio), land development companies (8.9 % of the total portfolio) and real estate companies (8.2 % of the portfolio).

Of the total assets, let's segregate financial assets.

One of the larger companies we reviewed coming in at more than $ 500 billion in total assets, Mass Mutual is is positively rated by all the 4 major financial reporting companies.

To an investor, it may mean the total of financial assets invested in securities, a home and other fixed assets, plus cash.

This view of your current financial situation is based on the information you provided, and is the result of subtracting your total liabilities from your total assets — in other words, the value of what you own minus the value of what you owe.