Sentences with phrase «on illiquid assets»

«It's a good way to provide a source of ready cash that can be used to pay estate taxes on illiquid assets, such as property or businesses, or to allow wealth to pass to your heirs outside your estate.»

Not exact matches

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

I can guarantee you with my life that if an independent auditor spent the time required to implement a bona fide market value mark - to - market on that fund's illiquid assets, the amount of under - funding would likely jump up to at least 70 %.

While on paper many families are affluent, the bulk of their assets are tied up in an incredibly illiquid resource: their home.

Schwab Charitable accepts illiquid assets for contribution on a case by case basis.

I find many people obsess about a single number as if it had some real meaning, and tie themselves in knots to prove they have the «wealth» they have decided on (counting illiquid assets like homes being a common sneaky trick).

Covers the following topics: Money, as distinct from «income» and «wealth» Functions of money Characteristics of money Credit cards, Debit cards, Electronic money and the concept of liquidity (whether assets are liquid or illiquid) Commodity money The barter system and the problem of double coincidence of wants Contains easily digestible points / explanations with appropriate amount of on - screen text that makes note taking easy for students of all abilities, whether native or non-native users of English.

The Total assets, on the other hand, represent all illiquid assets such as the real estate or other assets that can take longer to convert into cash.

In the event of a market run, ETFs could find it hard to pay back clients if they have large amounts of illiquid assets on their books.»

Such a run on assets would put money market funds in the difficult situation of having illiquid Treasuries in its portfolio while needing to raise cash to pay off exiting shareholders.

Nor is it freedom for a management to ignore the trading values of illiquid assets, because rating agencies and counterparties will still watch those factors, and a run on the company is as likely in a fog as on a sunny day.

For instance, there are companies that specialize in securitizing the mortgages (a way of turning an illiquid asset into an investable security), as well as groups that focus on packaging cash from hundreds of investors and turning it into developer loans (also known as syndicated mortgages).

On the other hand, illiquid markets, such as those for thinly traded fixed income securities and small cap stocks, can see bid - offers spreads of over 1 % of the asset's price.

The illiquid designation is generally reserved for assets such as real estate, timber, art, private equity, and hedge funds that trade less frequently and not on an organized exchange.

I think the complexities of the reverse auctions on small illiquid distressed securitized assets will prove difficult.

If you flip through channels and see television programs that try to stereotype and chronicle the daily life of the wealthy, the focus will likely be on the assets that do not generate cash flow, and are generally illiquid.

Factors which may cause the adviser to make such a judgment include, but are not limited to, the following: only a bid price or an asked price is available; the spread between bid and asked prices is substantial; the frequency of sales; the thinness of the market; the size of reported trades; and actions of the securities markets, such as the suspension or limitation of trading; (iii) securities determined to be illiquid; (iv) securities with respect to which an event that will affect the value thereof has occurred (a «significant event») since the closing prices were established on the principal exchange on which they are traded, but prior to the Fund's calculation of its net asset value.

Illiquid assets, on the other hand, are assets that can not be converted into cash quickly without substantial loss in value.

Note that this is by far the most illiquid way to invest in hard assets but the option is always on the table.

If there was only some way to help individual investors before they lose a lot of money on an overpriced, illiquid asset.

With respect to the limitation on illiquid securities, in the event that a subsequent change in net assets or other circumstances cause a fund to exceed its limitation, the fund will take steps to bring the aggregate amount of illiquid instruments back within the limitations as soon as reasonably practicable.

Innovative BANKEX solutions have far - reaching potential in the areas of their application and are set to have disruptive effects on global finance and investment, as well as in micro-financing, real estate, the sphere of illiquid assets, natural resources, and futures markets.

Currently the $ 1 trillion CDO market is largely illiquid, and even if assets underlying a CDO are worth 80 cents on the dollar, they will sell for 40 cents in a fire - sale market.

Due to the ability to invest in illiquid assets, many underlying fund assets are not traded on markets and therefore are not priced regularly.