Sentences with phrase «on individual asset»

An optimizer is just a computer program that uses three sets of monthly historical data collected on each individual asset, all using the same time horizon.

To perform this function properly, the user should also be able to set the range of input values from this to that, on each individual asset individually.

Both can also be actively managed where they have more flexibility on individual asset selection.

The expected return on a portfolio is a weighted average of the expected returns on each individual asset:

It's interesting to see what these stats have been in the past on whole portfolios, and / or on individual assets, but NONE of them have any consistency at all.

With our matchless real estate database which contains huge quantities of financial and descriptive data on individual assets, we can interrogate the data to find interesting correlations and create valuable research on our findings.

Not exact matches

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

The finance minister of Saudi Arabia has sought to reassure investors that the kingdom is a secure place to invest following a crackdown on corruption in the country that saw individuals imprisoned and assets handed over to the government.

His comments follow a crackdown on corruption in the country that saw individuals imprisoned and assets handed over to the government.

He adds that many real - estate agents are also focused on a Chinese pilot program that's being tested in five cities, including Shanghai, that allows wealthy individuals to invest at least 50 % of their assets in foreign markets.

Much rests on that model: trillions in auto sales, a massive global workforce, vast assets in the form of factories, an enormous network of marketers and dealerships, billions in yearly advertising, a legacy automotive media, and above all, the financing that makes buying and leasing individual cars and trucks possible.

Past looks at the value of GE's individual businesses — also known as a «sum - of - the - parts» analysis — cast doubt on whether a fire sale of GE's assets would even fetch today's price at $ 13.28 per share.

Whether an individual should borrow from one asset to invest in another seems to depend on their individual financial situation, age and goals, says Lyn Alden, founder of Lyn Alden Investment Strategy.

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

There is a great divide among investors about whether the proper approach to investing is to actively manage your money by selecting individual holdings, or whether you should passively sit on your money by buying and holding assets for long periods of time.

Previously, Fundrise was focused only on accredited investors with a variety of individual assets across the capital stack (senior debt, preferred equity, equity) to choose from.

You can't begin to think about individual asset allocation models until you figure out which asset classes are appropriate for you based on your age, time frame, financial resources, experience, personality, desires, objectives, goals, and risk tolerance.

2) BusinessWeek, 1979: «Individuals who are not gobbling up hard assets are flocking to money market funds to nail down high rates, or into municipal bonds to escape heavy taxes on inflated incomes.»

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

a person, other than an individual or investment fund, that has net assets of at least $ 5,000,000 as shown on its most recently prepared financial statements,

In a report from the Government Accountability Office (GAO) published on December 8, 2016, and publicly released on January 9, 2017, the IRS is called out for its lack of guidance in regard to taxpayers investing individual retirement accounts (IRA) in «unconventional assets,» including virtual currency.

In my nightly stock and ETF pick newsletter, I generally use a minimum ADTV requirement of 100k - 500k shares for individual stocks (depending on share size of the position), but may go as low as 50k shares for ETFs (in order to achieve greater asset class diversity).

Our Analytics research aims to provide new understanding for investors on how markets, asset classes and individual securities may be linked from a risk perspective.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

Crypto assets trade on many exchanges and shutting down an individual market simply means that participants there can not react to the changes elsewhere.

Fidelity said on Wednesday that its Shanghai - based unit has registered with the Asset Management Association of China (AMAC), qualifying it to create onshore investment products for Chinese institutions and wealthy individuals.

He adds that many real estate agents are also focused on a Chinese pilot program that's being tested in five cities, including Shanghai, that allows wealthy individuals to invest at least 50 per cent of their assets in foreign markets.

Determining the range of the corridors depends on the intrinsic characteristics of individual asset classes as different securities possess unique properties that influence the decision.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

Mr. Brooke helped define private equity as an asset class throughout his career, and was one of the key individuals responsible for building interest in private equity on an international scale, particularly in Europe, Asia, and Latin America.

What any individual bank needs to hold to maintain its liquidity in the face of stochastic adverse clearings, in addition of course to reserves of outside money, is not one specific type of earning asset, but a portfolio that includes enough liquid assets, meaning assets that can be sold on short notice with negligible losses from bid - ask spreads.

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.

Retirement assets are transferred outside the normal estate planning process to «designated beneficiaries» named on each individual account.

As of March 31, 2018, MFS manages US $ 482.2 billion in assets on behalf of individual and institutional investors worldwide.

When an individual investor is ready to invest in the Canadian mutual funds the objective is set on the development of future assets.

Even market bulls are concerned about specific asset classes and betting on individual sectors they prefer.

Based on the Ethereum blockchain, Veritaseum aims to offer an autonomous software platform that allows businesses and individuals to trade digital assets without third - party intervention.

Naturally, binary options can experience two possible outcomes and trading on a two for two opposite's predictions over an individual asset at once, guarantees that at least one will generate a positive outcome.

Individual investors hoping to buy fund shares for their IRA have to convert to an advisory account, which charges a a fee based on the amount of assets under management rather than on sales commissions.

«The decision depends on the individual's current and anticipated income stream, number of dependents, a spouse's income, and the family's assets and savings, among other factors,» Lynch said.

Greater demand for Asian fixed income, both from within and without With a growing emphasis on individual responsibility for pensions, education and health care, Asia is likely to see growing demand for all types of financial assets — and fixed - income securities top the list.

Gains on sales of these assets by individuals are currently taxed at a higher rate than other long - term capital gains.

I focus on and pick individual businesses and real estate to buy... So called good to great business / assets by Warren Buffett and other prominent investors.

Mike Bellaro, Plato Partnership Co-Chair and Global Head of Equity Trading, Deutsche Asset Management, said: «The value that Plato Partnership brings to the market relies heavily on the strength of the firms and individuals that participate in it.

The mutual fund, then, receives its principal, assets and stock from individuals, who invest their money with the mutual fund with the understanding that the mutual fund will make most, if not all, decisions on the investment of their money.

The investment vehicle is more likely to appeal to institutional traders and passive investors keen on exploring cryptocurrency without having to buy and sell individual assets or store them in a wallet.

(Roger Gould, «Adult Life Stages: Growth toward Self - Tolerance,» Psychology Today February 1975, p. 74) Potentializing, on an individual level, means the actualization of more and more of one's unused strengths, including the unique assets of one's particular life stage.

They have acquired an asset in the region 0f 30 million (a price they would refuse to pay if he were on the transfer list) for the sake of an individual who was no value to them in 3 months.

Although it will be incredibly difficult to ever match his contributions on the pitch, it's vitally important for a former club legend, like Henry, to publicly address his concerns regarding the direction of this club... regardless of those who still feel that Henry has some sort of agenda due to the backlash he received following earlier comments he made on air regarding Arsenal, he has an intimate understanding of the game, he knows the fans are being hosed and he feels some sense of obligation, both professionally and personally, to tell it like he sees it... much like I've continually expressed over the last couple months, this team isn't evolving under this current ownership / management team... instead we are currently experiencing a «stagnant» phase in our club's storied history... a fact that can't be hidden by simply changing the formation or bringing in one or two individuals... this team needs fundamental change in the way it conducts business both on and off the pitch or it will continue to slowly devolve into a second tier club... regardless of the euphoria surrounding our escape act on Friday evening, as it stands, this club is more likely to be fighting for a Europa League spot for the foreseeable future than a top 4 finish... we can't hope for the failures of others to secure our place in the top 4, we need to be the manufacturers of our own success by doing whatever is necessary to evolve as an organization... if Wenger, Gazidis and Kroenke can't take the necessary steps following the debacle they manufactured last season, their removal is imperative for our future success... unfortunately, I strongly believe that either they don't know how to proceed in the present economic climate or they are unwilling to do whatever it takes to turn this ship around... just look at the current state of our squad, none of our world class players are under contract beyond this season, we have a ridiculous wage bill considering the results, we can't sell our deadwood because we've mismanaged our personnel decisions and contractual obligations, we haven't properly cultivated our younger talent and we might have become one of the worst clubs ever when it comes to way we handle our transfer business, which under Dein was one of our greatest assets... it's time to get things right!!!

Most of the information will relate to your family's finances — what you and your spouse own and owe (your marital assets and debts), your individual incomes, your projected monthly post-divorce budgets, etc. — but the lawyers will talk to potential witnesses and may also gather information about your individual parenting skills, health status, lifestyles, and so on.