Sentences with phrase «on equity factor»

There was also a return on equity factor which added positive performance when combined with price momentum.

We intend to elaborate on our research validating these six factors in future publications; many of our detailed research findings on these equity factors are beyond the scope of this article.

Not exact matches

significant changes in discount rates, rates of return on pension assets, mortality tables and other factors could adversely affect our earnings and equity and increase our pension funding requirements;

Howe said that demographics and generational factors have a huge impact on equity prices in the long run.

Another factor: In January, to the horror of the private equity world, the Ohio Bureau of Workers» Compensation asked a state judge for permission to publish information on the VC firms in which it invests — including company valuations and rates of return.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

No Frances, think Finance 101 — the expected return on equity is a statement of risk aversion encoded in the stochastic discount factor.

Goldman also pointed to some technical factors producing headwinds that are normalizing, including pressure on short - term funding markets due to repatriation of cash parked in short - term credit, and reduced appetite for selling equity volatility.

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

These factors include historical reliance on national banking institutions for investment guidance, a public company venture capital markets in Canada being down 75 % from its peak in 2011 causing risk capital investment fatigue and a need for education, success stories and media attention on equity crowdfunding.

The ultimate market size will depend on many factors but the good news is that critical mass is growing in Canada for equity crowdfunding.

Equity hedge fund returns have been disappointing over the last 14 years An exposure analysis shows no structural factor exposure, but frequent factor rotation Multi-factor long - short products are an interesting alternative, depending on the fee level INTRODUCTION Hedge fund assets reached an

SUMMARY Smart beta ETFs are based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Blackrock, a provider of active and passive

Many factors have weighed on the markets this year including a Greek saga, Federal Reserve policy changes, and lofty equity valuation levels...

It depends on your needs, home equity, and other factors.

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

A number of factors appear to have contributed to the selloff in equity markets that commenced last week and picked up steam in a volatility - driven decline on Monday, 5 February.

Before late January injected a surge of volatility into equities, driven by investor fears over a handful of factors including rising rates, tightening monetary policy, more regulation on big tech and rising global trade tensions, investors were smooth sailing on the nine - year bull market.

Which lending option is right for you depends on a number of factors, such as how much equity you have, how long you plan to stay in your home and if you want to receive money back.

Where we are concerned about volatility risks in global equity, we can focus exposure on stocks that exhibit the «quality» factor.

Depending on your equity, cash flow, and other important factors, you could qualify for a lower rate.

On the other hand, stocks (and equity - related mutual funds) involve an assortment of risks ranging from individual company performance to industry - specific factors to the fitness of the general economy.

It includes Systematic Equity Strategy factors to help managers measure sensitivities to potentially crowded trades as well as a comprehensive set of fundamental factors based on point - in - time data, essential for building and back testing investment strategies.

In addition, an «equity factor» is calculated for each state, based on a weighted coefficient of variation.

In turn, the PPSF gives dollars to schools based on a formula that accounts for several factors: PTA funds, local school foundation funds, previous equity grants, federal Title I funds, and student demographics.

As a follow - up to Every Student Counts: The State We're In 2016 - 2017, we've developed a new set of data visualization tools that allow users to access local data on educational equity and filter it based on factors including poverty and race.

Researchers say there's been too much focus on «equity» in funding when costs vary drastically depending on the district's size, students living in poverty and other factors.

Judge Moukawsher called for the removal of persistent barriers to student success and equity, such as arcane teacher and leader staffing systems based only on years on the job and degrees earned while leaving out the most important factor: impact on student growth.

The schools were determined based on their ranking on the equity index, which factors in student demographics, the academic status of incoming students, and community indicators such as asthma and gun violence.

This year's theme was «The Challenges of Ensuring Educational Equity and Excellence» and focused on factors that affect the state of equity in American educEquity and Excellence» and focused on factors that affect the state of equity in American educequity in American education.

Because of these two factors, in the absence of a dramatic change in the balance of federal, state, and local revenues for education, any policy discussion around improving funding equity must focus on the state and local levels.

May 11, 2017 By Alex Baptiste Data Analytics Associate As a follow - up to Every Student Counts: The State We're In 2016 - 2017, we've developed a new set of data visualization tools that allow users to access local data on educational equity and filter it based on factors including poverty and race.

Equity prices fluctuate daily, based on many factors including general, economic, industry or company news.

The major equity style factors — value, quality, momentum, size and minimum volatility — have behaved differently depending on the phase of...

One of the great anomalies of investing: The historical long - term outperformance of certain smart beta or factor - based strategies relative to the broader equity market (think choosing stocks based on their valuations, momentum, low volatility or quality metrics such as profitability).

Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a sustained above - trend expansion, particularly momentum and value, as detailed in our Q4 Global Investment Outlook.

Some of these factors include above average earnings per - share growth rates, above average return on equity, excess free cash flow, low debt - to - equity ratios, and shareholder friendly management.

These funds primarily focus on factors — broad, persistent drivers of returns across equities and other asset classes.

The funds do not attempt to mitigate other factors which may have a greater influence on the equity positions than currency rate risk.

In sum, the Becker Value Equity Fund has added a modest amount of value for its investors on a fully risk - adjusted basis, especially if its outperformance in the last six months is factored in.

When considering how to divide property, the courts look at factors such as who's making payments on it and how much equity it has — not who's living there.

But the wisdom of taking a personal loan in place of a home equity loan depends on a number of factors — the loans» interest rates chief among them.

I think it's important to understand the drivers of investment results (portfolio returns on equity) are the exact same factors that drive the ROE of a business.

This factor is your outstanding debt and how much money you owe on your credit cards, car loans, mortgages, home equity lines, etc..

Some of these factors include above - average earnings per - share growth rates, above - average return on equity, excess - free cash flow, low debt - to - equity ratios, and shareholder - friendly management.

Factor - based investing provides a route to objectively capture inexpensive companies (via value factors) or companies with robust balance sheets and steady returns on equity (via quality factors).

Returns on equities are impossible to predict, but the McKinsey researchers point to several factors that have changed since the «golden era,» including lower inflation, lower interest rates, slower economic growth and slimmer corporate profit margins due to greater competition.

Interest rates for home equity lines of credit rise and fall in line with broad interest rates, based on several factors that play a role in economic conditions.

Rather, Sphere uses a factor - based approach with a focus on dividends, with all its equity ETFs priced at 0.54 per cent.

The interest rate on your existing mortgage, then, becomes a key factor whether a cash - out refinance is a better option than a home equity loan.