Sentences with phrase «on the allocations in»

This will ensure that an owner purchasing a unit in the condominium can rely on the allocation in the Declaration.

Each fund has a unique investment objective and risk - return profile based on the allocation in equities, debt and money market instruments.

Not exact matches

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

As The Washington Post reported in 2012, many public stations in rural areas rely on federal government allocations for up to 50 % of their budgets.

Morante, who estimated that only 5 - 10 percent of the center of L'Aquila had been rebuilt, said bureaucracy was mainly to blame, with a bewildering series of changes in the rules on project allocation and construction permits.

The drugmaker's political action committee spent $ 405,000 on federal campaign donations and other political outlays last year, more than in 2016 — an election year — and nearly double its allocation for 2015, data compiled by Kaiser Health News show.

In talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be nameIn talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be namein certain portfolios, said the comptroller staffers, who spoke on the condition they not be named.

In the near future, these digital assistants may become sophisticated enough to make recommendations for resource allocation or task assignment; they'll crunch the numbers on previous, similar projects and may be able to suggest the most efficient path forward for any given scenario.

Workfront, for example, specializes in projecting data visuals on project data, including task progress and resource allocation metrics.

Some universities are hailing possible new flexibilities, but Dr Yovich says one issue for Murdoch concerns previous block grants now becoming allocations for specific programs, some calculated on the number of students in each.

«They have talked about trying to rebalance the economy for 5 or 10 years now, but the imbalances got even worse, so you simply fall back on the model that got you into the difficulty in the first place,» said Peter Elston, head of Asia - Pacific strategy and asset allocation at Aberdeen Asset Management.

Many unsettling risks loom on the horizon — not least of which is a record amount of global debt — that could potentially spell trouble for the investor who hasn't adequately prepared with some allocation in a «safe haven.»

We then examined these groups» abilities on cognitive control dimensions that could indicate a breadth - bias in cognitive control at different control loci: the allocation of attention to environmental stimuli and their entry into working memory, the holding and manipulation of stimulus and task set representations in working memory, and the control of responses to stimuli and tasks.

Which all goes back to my point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a Total Domestic Stock Market, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time horizon.

You can see evidence of these scars in many clients» allocation of their financial assets; before we even begin to discuss asset allocation from an investment standpoint, we focus on making sure clients have sufficient liquidity to make it through another crisis.

Of late, global investors have become more discerning in their investment selection and asset allocation processes, with more emphasis on fundamental factors.

In a rising interest rate environment, the risk that investors have in owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark indeIn a rising interest rate environment, the risk that investors have in owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark indein owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark index.

In a sense, tactical asset allocation is like value investing, only on a macroeconomic scale.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments such as bonds and short - term investments.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

So while on a macro level you may have the correct asset allocation, you could be heavily weighted in a particular stock or category unknown to you.

What this means in the end (as reflected in paragraph 118 and Exhibit I of the complaint) is that eight commercially available target - date funds either did not utilize alternative investments or failed to break them out in their reports on investment allocation.

* $ 100k deposit on a $ 500k apartment (80 % LVR) * $ 80k deposit on another $ 400k apartment (80 % LVR) * $ 30k in stocks (see above for allocation) * $ 24k three months emergency fund placed in mortgage offset account (3 months of two mortgage repayments plus strate levies for both properties $ 18k, 3 mths living expenses $ 6k) * $ 16k left - > save that for building up another deposit / down payment for either a studio / 1or2 br apartment or a house

«There's been an over-focus on buybacks and raising EPS to hit share option targets, and we know that those are concentrated in the hands of the few, and that the few is in the top 1 percent,» said James Montier, a member of the asset allocation team at global investment firm GMO in London, which manages more than $ 100 billion in assets.

He focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape as defined by fundamentals, market sentiment and technical developments in the charts.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

If your transfer comes in after today's registration deadline, we can not guarantee your allocation since the token purchases are on a first - come first - serve basis.

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

For equity investors who focused on their longer - term asset allocations instead of panicking, the roller - coaster ride in equities is now probably little more than historical noise.

ARKK's performance in 2017 was at least partially driven by its allocation to the Bitcoin Investment Trust and the notorious «FANG» stocks (Facebook, Apple, Netflix and Google / Alphabet) that have recently had so much influence on the direction of the U.S. stock market.

We are focused on delivering a range of products and innovative solutions for clients in need of new sources of return and new ways to manage portfolio allocation and risk,» said David Blumer, Global Head of BlackRock Alternative Investors.

Henry H. McVey discusses the «New World Order» for asset allocation in the insurance industry, one where creative solutions are necessary to deal with the adverse impact on current income that QE has created in recent years.

Depreciation on the assets to be transferred to us was previously charged to us through allocations from HP Co.; accordingly, no incremental depreciation charge is included in the pro forma financial statements.

With such deep internal cracks on a refugee allocation plan, Brussels will focus on making the external border police efficient, and will prioritize its partnership with Turkey in order to stop the flow of refugees from entering the Schengen area.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Pursuant to ASC 805 - 10, under the acquisition method, the total estimated purchase price (consideration transferred) as described in Note 3, Preliminary Purchase Price Allocation, is measured at the acquisition closing date using the fair value of the Company's common stock on that date.

«A singular emphasis on grain has the unintended but inevitable consequence of exacerbating rail service issues for other commodity sectors, skewing the railways» allocation of scarce capacity resources towards the movement of grain,» the coalition said in a Mar. 9 letter to Garneau.

In our latest check - in, Lisa Emsbo - Mattingly, Fidelity's director of asset allocation research, explains that a healthy economic picture doesn't mean it's a good time to take on more risIn our latest check - in, Lisa Emsbo - Mattingly, Fidelity's director of asset allocation research, explains that a healthy economic picture doesn't mean it's a good time to take on more risin, Lisa Emsbo - Mattingly, Fidelity's director of asset allocation research, explains that a healthy economic picture doesn't mean it's a good time to take on more risk.

Funds of funds rely on underlying managers» allocations and holdings may be less transparent than in single manager long - only funds.

When we opened the Fund to investment in 1995, we naively assumed as our base case that the Fund would average 6 % yields on its fixed income allocation.

I think we're due for a correction and I'm sure we'll have one in a year or two but as long as you have a solid asset allocation set up and can weather the drops, an investor will come out better off once things clear up and the stock market starts rising again especially if you keep buying on the way down.

And the great leaps in the S&P 500 that Karen would have missed out on were captured by her husband's 50 - percent allocation.

While one can utilize various recommended asset balances from a brokerage like 50/40/10 (stocks, bonds, cash) or rely on rules of thumb like «subtract your age from 100 to ascertain a percent of assets that should be in stocks,» investment allocation should be a more introspective undertaking.

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

Finally, when, in 2014, the Fed began to increase the magnitude of its ON - RRP operations, some FOMC members worried about that facility's influence on credit allocatioON - RRP operations, some FOMC members worried about that facility's influence on credit allocatioon credit allocation.

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

On the CAPEX for this year, is it still on the same dollar amount, but importantly being spent in the same direction or allocatioOn the CAPEX for this year, is it still on the same dollar amount, but importantly being spent in the same direction or allocatioon the same dollar amount, but importantly being spent in the same direction or allocation?

Propping up share prices — as the Chinese authorities have been doing in recent weeks through bans on short selling and feeding cash to brokers to buy shares — represents a distortion in the allocation of capital.