Sentences with phrase «on fund companies»

But the outperformance of emerging markets over the last decade — emerging markets was the top - performing asset class in seven of the last 10 years — has increased the pressure on fund companies to add emerging markets portfolios.

As more small employers opt for low - cost investments, the more pressure that will be placed on fund companies to be competitive on fees.

The accounting functions include: maintaining balances in the accounts, making sure the company is compliance with the Securities and Exchange Commission (SEC), provides detailed annual and monthly reports on profit / loss and fund values, calculate the Net Asset Value (NAV) on each fund the company has, determine the current cash value on each fund the company has, and acts as a liaison between investors and internal management.

The accounting functions include: maintaining balances in the accounts, making sure the company is compliance with the Securities and Exchange Commission (SEC), provides detailed annual and monthly reports on profit / loss and fund values, calculate the Net Asset Value (NAV) on each fund the company has, determine the current cash value on each...

Fortunately, this information is available in each index fund's prospectus, on the Capital One Investing website, and on the fund company's website.

Look for the fund version you want and the corresponding code on the fund company's website first, as there's a good chance you won't find it through your discount brokerage.

You can find this document on the fund company's website.

Back then, Mr. Brandes was not a billionaire investor with his name on a fund company that runs $ 30 - billion (U.S.) in assets, jetting into Toronto for meetings and to speak at a high - profile dinner.

You can find this information on the fund company's websites or on Sedar.com.

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

The company has about 1,200 employees and has quietly taken on more than $ 200 million in venture funding.

Andurand, who runs oil hedge fund Andurand Capital Management LLP, wrote in a string of tweets on Sunday that companies may be less willing to risk investment in long term oil projects because of low crude barrel prices and a predicted peak in electric vehicle demand.

His narrow range on Musk's business dealings appears to have a single focus: the companies» alleged misuse of government funds.

In the spirit of the series, rather than harping on the shrinking funding, I talked to a number of startup companies — Toronto - based Clickfree and SecureKey and Edmonton - based Empire Avenue — that have been successful in attracting venture capital money to find out how they did it.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Sound Ventures managing partner Effie Epstein explained that the fund focuses primarily on seed stage through series B investments, but doesn't limit the types of companies it bets on.

According to the latest Biz2Credit Small Business Lending Index, my company's monthly analysis on small business loan approval rates, big banks are granting one in four requests for funding.

One of the reasons why 2018 should be a big one for the advancement of company communications is that Chief Communications Officers roles are not only getting greenlit, they're getting funded, and have the ability to weigh in on what a company's core objectives ought to be.

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

As Sanghavi and Shah launched the company with their life savings and on borrowed funds, there was a string of pretty anxious days.

The company's management (for more, see our feature on Costco in the Dec. 15 issue of Fortune) and history of earnings growth earn rapturous reviews from Don Kilbride of Wellington Management, who oversees Vanguard's Dividend Growth Fund: «I could talk forever about Costco.»

Launched in 2009 by three Yale alums — Mahbod Moghadam, Tom Lehman, and Ilan Zechory — and refined during a stint with the well - known startup incubator Y Combinator, the company was completing the details of a massive $ 40 million funding round by one of the top investors in tech, a piece of news they had agreed to announce as part of a profile on Business Insider.

«Rough patch» might be a charitable way to describe the graveyard of on - demand companies that closed their doors in 2016 and the 50 % cut in funding given to on - demand startups.

Meanwhile, Reddit CEO Huffman told Recode that the company plans to spend some of the new funding on redesigning its main website, including rewriting all of the site's decade - old code.

• ParaGen Technologies, a Columbus, Ohio - based biotech company focused on tissue engineering, raised $ 4.1 million in seed funding.

Stockbroker and funds manager Euroz has beaten expectations for its interim profit result, which was achieved on the back of an improved performance of its Euroz Securities business and increase in the share prices of its listed investment companies.

• ArcherDX, Inc., a Boulder, Colo. - based company focused on NGS - based gene fusion detection assays, raised $ 35 million in Series A preferred funding.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

Lacavera's mission, on the other hand, is almost absurdly broad: «The fund mandate is we're going to invest in technology companies,» he says.

• Rheos Medicines, a company focused on immunometabolism, raised $ 60 million in Series A funding.

In the meantime, I am proud of my firm's custodian, TD Ameritrade Institutional, for avoiding the whole thing altogether and not passing on these payments from fund companies to the advisors.

The teachers union is also putting pressure on its pension managers, who oversee $ 3 trillion of teacher retirement savings, to push fund companies to shed gun - maker stocks, offer funds that specifically exclude gun - related investments or drop investment managers that refuse.

Job listings on the company show the firm is hiring for a separately managed fund focusing on crypto assets.

the Company's share repurchase plans depend on a variety of factors, including the Company's financial position, earnings, share price, catastrophe losses, maintaining capital levels commensurate with the Company's desired ratings from independent rating agencies, funding of the Company's qualified pension plan, capital requirements of the Company's operating subsidiaries, legal requirements, regulatory constraints, other investment opportunities (including mergers and acquisitions and related financings), market conditions and other factors.

Valeant's largest shareholder, billionaire and hedge funder John Paulson, has gained a seat on the drug maker's board, sending the beleaguered company's stock spiking more than 6 % in Monday trading (although it's still hovering at around the $ 13 mark).

The teachers union is also putting pressure on its pension managers to get fund companies to shed gun - maker investments or offer funds that specifically exclude them.

• Quentis Therapeutics, a New York City - based biotech company that focuses on treating cancer patients, raised $ 48 million in Series A funding.

• Nuritas, a biotechnology company focused on the discovery and use of bioactive peptides through artificial intelligence and genomics, raised $ 20 million in Series A funding.

The Boring Company has raised $ 112.5 million in a recent round of funding, according to an SEC filing the company submitted on Company has raised $ 112.5 million in a recent round of funding, according to an SEC filing the company submitted on company submitted on Monday.

Rahn said that most of the founders he speaks with are focused on solving funding problems, rather than fixing the flaws within their companies.

Since the Great Recession, fund managers have been talking about rising fixed - income yields and their impact on equities and, more specifically, dividend - paying companies.

This year, the sector is on track to raise $ 2 billion in funding, with average deal sizes higher than ever, suggesting companies, at least in more instances, are attracting the capital they need to not just innovate, but scale.

• FLX Bio Inc, a South San Francisco - based biopharmaceutical company focused on activating the immune system against cancer, raised $ 60 million in Series C funding.

• Tessa Therapeutics, a Singapore - based biopharmaceutical company focusing on T cell therapy for solid tumors, raised $ 80 million in funding.

After finally securing funding and taking off, co-founder Vlad Tenev told Business Insider that the company's biggest mistake was focusing on anything but the product.

However, it could have an outsize influence on private company valuations and limit the size of startup funding rounds.

In recent days, the federal agency has launched an investigation into the methods mutual fund companies use to place values on such high - flying companies.

Bloomberg attributes this boost to a recent surge in tech companies acquiring funding for the first time, indicating that investors are more willing than ever to take chances on startups.

OSCAR HEALTH SURPASSES $ 3 BILLION VALUATION, DRIVEN BY EMPHASIS ON DIGITAL SOLUTIONS: US - based insurtech Oscar Health secured a $ 165 million funding round led by Brian Singerman and Founders Fund, with participation from 8VC, Google's health - focused sister company Verily Life Sciences, and Fidelity, among others.

The investigation, first reported by the Wall Street Journal on Wednesday, is part of a regular monitoring that the SEC conducts of mutual fund companies.