Sentences with phrase «on individual investor»

Hi, @Lauren Weiss... this is a complicated question, because value varies based on an individual investor's goals and criteria, how they're financing, etc..

As always, your this article too is very informative.I never try to miss ur articles as they are impartial and unbiased and focusses on the individual investor.

Because market timing decisions to buy and sell securities typically are based on an individual investor's market outlook, including such factors as the perceived strength of the economy or the anticipated direction of interest rates, it is difficult for a fund to determine in advance what purchase or exchange orders may be deemed to be associated with market timing or short - term trading activities.

The percentages allocated to each investment category at any given time depend on individual investor needs and preferences including investment goals, risk tolerance, market outlook, and how much money there is to invest.

He says: «cloud computing enables us to run millions of simulations in a cost - effective way so that portfolios can be optimised on an individual investor basis without the flawed assumptions we used to rely on».

Matter of Opinion Adjusting to Reality When Managing a Small - Cap Value Portfolio Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.

The importance of this risk depends on the individual investor.

It depends on the individual investor and what their needs and goals are.

On individual investor side, we have two primary types of clients.

Reducing portfolio turnover has the biggest impact on individual investor expenses; the lower your turnover, the better off your investment account.

Jeff, like you said, it really depends on the the individual investor and the portfolio.

«It will largely depend on the individual investor's investment goals,» says Wong.

There's no quick response to that question because the answer can be different depending on the individual investor and his or her financial goals.

On individual investor side, we have two primary types of clients.

I think this stage, more than others, is very dependent on the individual investor.

«The Impact of Financial Advisors on Individual Investor Portfolio Performance», based on a subset of these observations encompassing more than 193,418 monthly common stock return observations for 5,661 investors, finds that:

Two closely related papers entitled «Investment Advice and Individual Investor Portfolio Performance» of January 2009 by Marc Kramer and «The Impact of Financial Advisors on Individual Investor Portfolio Performance» of March 2012 by Marc Kramer and Robert Lensink address this question.

While our focus is on the individual investor, our dictionary is also perfect for others in the finance industry, including: financial analysts, advisors, accountants, real estate agents, financial planners, and more.

For comparison, Funding Circle may take up to 10 days to fund your loan offer — this is because Funding Circle is a peer - to - peer lender, so your loan is dependent on individual investors funding your offer.

* This rate of return is very much dependent on an individual investors risk tolerance, but ultimately, many financial planning studies cite 4 % as an acceptable withdrawal rate over a 30 year retirement with average inflation affecting recurring income needs.

The answer depends on individual investors and the goals they have for retirement.

Even though it is just a chimera, the mutual fund industry is counting on individual investors to extrapolate superior past performance into the future.

Their body of work provides us with a wealth of evidence on individual investors.

The more «Global» the World Economy becomes, the less of an impact single market struggles are going to have on individual investors.

Not exact matches

[Because the private equity funds are contained within a target - date fund], the individual investor will only be able to do due diligence on the types of funds that are permitted, as the actual fund investments will change over time.

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.

This decentralized approach would also ensure an understanding of the differences in Alberta's markets, which focus on smaller companies and individual, rather than institutional, investors.

The summer started with a reasonable (if clumsy) attempt by the government to stop incorporated individuals from taking advantage of the lower small - business tax rate, and ended with people such as Arlene Dickinson, the investor and Dragon's Den star, talking about an assault on entrepreneurship.

A listing on TSX can enhance their liquidity on domestic and international markets, and provides access to a wider range of individual and institutional investors.

Markets in Europe ended on a mixed note Monday, as investors kept a close eye on President Donald Trump's first visit overseas, while digesting individual stock news.

That was true even though a combination of taxes on dividends and on capital gains would reduce the 10 percent earned by the corporation to perhaps 6 percent to 8 percent in the hands of the individual investor.

The executive explained the worth of knowing what an individual investor wants based on what he needs out of a stock and the risks he is willing to take while investing.

Bottom - up investing, which banks on individual securities bucking market trends, demands that investors do their homework.

While Taggar says the startup will be focused on corporate rentals in the Bay Area for at least the next year, Caldwell says the startup could have success in places where a significant percentage of housing is in the hands of individual investors with multiple properties, such as Las Vegas and Phoenix.

As we wait for the JOBS Act to clear the way for anyone to invest in businesses via SEC - approved crowdfunding platforms, entrepreneurs can post on some websites that are open only to accredited investors, which under SEC rules includes individuals earning at least $ 200,000 a year or those with a net worth of $ 1 million or more.

Alex Nascimento, founder of 7BrazilConsulting in Santa Monica, Calif., has taken dozens of individual investors on exploratory trips to his native country.

There have been some small successes, like $ 25 million in commitments to Maiden Lane, a quasi-independent fund that primarily backs companies via AngelList's syndicates program, which allows well - known individual investors to create pools of committed capital that gets invested on a deal - by - deal basis.

The relationship began to get a bit more complicated in late 2013, however, when Ravikant announced that AngelList would allow well - known individual investors such as Tim Ferriss (author of The 4 - Hour Workweek) and Gil Penchina (ex-eBay exec) to create «syndicates,» or pools of committed capital, allowing them to make larger investments on a deal - by - deal basis.

If they take on investment over time from venture capitalists, angel investors, equity investors, or individuals, they usually give up a portion of the company, or shares, and those shareholders will have a say in any potential exit strategy.

Because the financial markets have been so volatile these last few years and may continue to give investors a bumpy ride, Kaplan says it pays for investors to stay liquid and to diversify their holdings through vehicles such as mutual funds and ETFs (exchange - traded funds) rather than make big bets on individual securities.

Katzenberg, CEO of DreamWorks Animation, stands to make $ 408 million based on his roughly 10 million shares in the company, the largest of any individual investor, according to TheWrap.

It's hard enough for analysts to find out what's going on in some of these companies; it'll be nearly impossible for individual investors.

Lobbying which might profit an individual corporation in the short term can hurt investor portfolios in the longer term — think of the effect all that lobbying for financial de-regulation in the United States ultimately had on investor portfolios in 2008.

Some VC firms have explicit social missions, and many individual investors are consulting portals such as Social Investment Forum and Green VC for advice on how to identify companies that operate responsibly.

For now, technology companies like ours — who lack the crucial support of venture capitalists — are forced to rely on angel investors and the generosity of companies like Google, which just partnered with Beit Issie Shapiro to grant $ 1 million in order to donate the Sesame Enable technology to every individual in Israel whose life could be improved by such a phone.

Boutique PEGs, on the other hand, can do just about anything the individual investors want.

Be smart and choose an equity crowdfunding platform that makes a large group of investors appear as a single investor so you won't have to deal with the hassle of communicating with backers on an individual basis.

Wealthfront has no plans to offer its services to intermediaries and instead will count on its technology selling itself to individual investors looking for quality investment automation, Nash said.

Of the 15,000 individuals who have made contributions to startups on Symbid, 10 percent are angel investors.

Jim Cramer reminds investors that when they focus on individual companies, good things can happen.