Sentences with phrase «on average assets»

Not exact matches

These struggles have left them with 22 % fewer workers than they employed a decade ago (on average), and net capital assets (such as factor floor space and machinery and equipment) that have shrunk 2.2 % per year on average.

According to the Institute for Private Investors, those with $ 200 million or more in assets allocate on average 2 percent of their portfolios for direct investments in private companies.

In an interview, Crawford said it wasn't until the committee embarked on a three - day whirlwind tour to talk to retail investors in March 2008 that he understood just how many average Canadians were affected by the frozen assets.

After that, the company levies an administrative fee of $ 8 per month per participant, each of whom pays on average 0.13 percent of assets per year for both investment - management and custodial services.

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

If the asset's price drops, you will be getting more shares of the asset for the same amount of money, and so if and when the price recovers, you will have spent less per share, on average, than if you had bought the shares at their peak pre-fall price.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

But with faster inventory turns and no physical store assets, Amazon's return on invested capital is more than double the average for conventional retailers.

It found that the diverse boards had a higher return on assets, on average, than the male - only boards.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

We then created an investment performance index by calculating annual earnings on investments as a percentage of average total assets.

The management fee is an on - going 0.30 % of assets under management (which is 1/3 the cost of the average traditional advisor).

On average, they expect Brookfield Asset Management's stock price to reach $ 48.4167 in the next twelve months.

This scenario also assumes that Southwest's spending on working capital and fixed assets will be 4 % of revenue, which is the average change in invested capital over the past decade.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual basis.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.

^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.

^ The Fund's investment adviser is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual basis.

The study was based on 121 plans, which had an average of $ 677,000 of assets.

Advisors report their typical clients with variable annuities have, on average, $ 1.7 million in assets, are 55 years of age and have an average of 13 % of their assets in variable annuities.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

If a fund had a 3.0 % tax - cost ratio, it means that on average each year, investors lost 3.0 % of their assets to taxes.

A non-U.S. company will be considered a PFIC for any taxable year if (i) at least 75 % of its gross income is passive income (including interest income), or (ii) at least 50 % of the value of its assets (based on an average of the quarterly values of the assets during a taxable year) is attributable to assets that produce or are held for the production of passive income.

at least 50 % of its gross assets (determined on the basis of a quarterly average) is attributable to assets that produce passive income or are held for the production of passive income.

This type of analysis when applied to binary options, concentrates on the relationship between the prices of two assets in various markets, both of which on average move in the same direction.

The following chart, taken from the paper, depicts the average asset mixes of self - directed and advised investors based on equal weighting of individual portfolios.

The analysis will also provide a range of possible monthly income targets under poor - to - average market conditions, based on current and projected retirement income and assets.

«In 1994... the increase in short - term interest rates saw a drop of 4.75 percent on average in the (net asset value) of short - term bond funds.

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

The behavioral economist George Loewenstein and his research colleagues have shown, using data from Vanguard Group, that investors check the value of their financial assets much less frequently, on average, in down markets — a behavior the researchers call «the ostrich effect.»

Because the business plan is funded through internally generated cash flows and opportunistic asset sales, Brixmor's focus (from a balance sheet perspective) is on continuing to extend its weighted average debt and opportunistically accessing the unsecured markets to drive EBITDA growth.

My average gross savings rate exceeded 50 % for 9 years and the end result is: — 61 % of my wealth has come from saving; and — 39 % from investment return on a balanced low expense low tax portfolio of assets which has achieved a CAGR of 6.9 % over that period.

Today it is the biggest alternative ETF, with $ 1.1 billion in assets and strong liquidity, trading more than $ 2.7 million on average every day.

So, this will, on average, have led to FX gains for UK investors in US$ assets.

Method of creating and trading derivative investment products based on a volume weighted average price of an underlying asset (Dennis O'Callahan, Catherine Shalen 2006)

Meanwhile the more businesses decide to use a decentralized ledger and develop tools that cut the middle man — the more benefits could be passed on to the average user and that's our focus right now, creating a layer of digital assets on top of the Bitcoin blockchain and allowing open source projects and businesses to easily tap into this infrastructure and start develop their own ideas.

Its options include (a) cut marginal rates from -0.1 % to a more negative overnight rate target (b) increase purchases in one or several asset classes from current levels (JPY80trn annual in JGB's; JPY3trn in ETF's; JPY90bn in J - REITS)(c) further lengthen the average maturity of holdings (on average somewhere between 5 and 7 years by our estimates)(d) apply forward guidance with respect to its balance sheet or (e) an extreme derivative of (d)-RRB- espouse a «helicopter drop» strategy, wherein the BOJ offers unlimited monetisation of government debt.

What's really unfortunate with the whole situation is that the men and women who do exactly what history has proven works, that is, continue to dollar cost average, reinvest dividends, and focus on strong quality assets, were punished for the stupidity of others.

On average from 2012 through 2015, charitable assets increased by 20.2 percent annually.

As a factual matter, on average, the universe of risk assets has become more expensive over time, and implied future returns have come down.

RGC Resources used its assets less efficiently than the US Gas Utilities industry average last year based on Return on Aassets less efficiently than the US Gas Utilities industry average last year based on Return on AssetsAssets.

The interest spread is defined as the difference between the average interest rate received on interest - earning assets less the average interest rate paid on all deposits.

In order to demonstrate commitment to increased transparency within the financial industry, the Saxo Group has taken the initiative to publicise on a monthly basis key figures related to its activity, namely retail assets under management as well as daily average and monthly trading volumes.

The Wall Street Journal reports that gold returns over the last five years are a compounded 25 % per year, far above average returns on most other assets.

That makes it hard for the ECB to hit its target of spending an average of 80 billion euros a month on assets — the majority of which are government bonds.

A safe haven is different from a hedge, which has zero or negative return correlation with another asset or portfolio on average.

Americans hold less cash today than they did in the second half of 2016, but they still hold 58 % of their investable assets in cash on average, according to the survey results.

They apply this analysis to definitions of a hedge (safe haven) as an asset that is uncorrelated or negatively correlated with another asset or portfolio on average (in times of market stress or turmoil).

The cost centers on crypto currency and Blockchain assets showed dramatic growth, leaving behind some key economic indicators, such as the Dow Jones Industrial Average and the S&P 500.

For the first quarter, return on average equity and assets were 6.17 % and 0.83 %, respectively.