Sentences with phrase «other asset categories»

Second, your policy gains are tax free and thus better than your average 2 % in the market AND your real estate gains are also likely tax advantaged AND we haven't even reached a discussion of depreciation or the deductible expenses of maintaining your real estate investment... (similar tax advantages can apply to many other asset categories as well).

Each set portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high - yield bonds.

Second, your policy gains are tax free and thus better than your average 2 % in the market AND your real estate gains are also likely tax advantaged AND we haven't even reached a discussion of depreciation or the deductible expenses of maintaining your real estate investment... (similar tax advantages can apply to many other asset categories as well).

But other asset categories - including real estate, precious metals and other commodities, and private equity - also exist, and some investors may include these asset categories within a portfolio.

Although asset allocation among different asset categories generally limits risk and exposure to any one category, the risk remains that management may favor an asset category that performs poorly relative to the other asset categories.

We expect the global economy to achieve good long - term performance, and therefore we expect equities to continue delivering higher long - term returns than most other asset categories.

Not exact matches

There are many assets that can be classified as other assets, and most business balance sheets have an «other assets» category as a catchall.

The Fund has not imposed limitations on the portion of its assets that may be invested in any of the other categories outlined above.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

Granted recent crypto volatility makes it hard to put Bitcoin or Ether into the same category as other assets like gold.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

Cash, derivative instruments, and net other assets are shown in the not - rated category.

Other Assets — This is the catch - all category including private equity, hedge funds, crowdfunding and peer lending.

You can assess fund flows by asset category, region, and objective, among other characteristics.

CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clients.

Bond ETFs attracted more new money than any other asset class or category of exchange traded fund in Canada during the first half of the year.

Charitable assets have changed little in International SICs and United Ways, but have slowly increased in the category «all other» charities, which includes Environment, Social Justice, Women's Funds, and several other types.

Though the Act provides for asset declaration by all bank employees, it also empowers the president to extend its application to other categories of persons.

Interest on debt, which is a much smaller amount than the other two categories, is the interest the government pays on its accumulated debt, minus interest income received by the government for assets it owns.

They exclude the following fixed and semi-fixed costs categories: Total Operational Expenditures, Total Property Expenses, Assets / Reserves, Debt Service, Transfers, and other miscellaneous expenses.

The other issue I am wrestling with is the category of balanced funds, where I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk.

While consumer debt — loans to pay for a car, a vacation, most home renovations, or other consumables — is a blight on a person's potential net worth, it's not in the same category as asset - backed debt.

Asset allocation means your client invests in stocks, bonds, real estate, cash and other investment categories.

Turns out that only about 10 % of these assets fall into exotic categories: the 6 % allocated to venture capital and private equity, the 2 % to hedge funds, and the 2 % lumped together as «other.»

The Internal Revenue Service puts gains and losses from the sale of capital assets in a category separate from other types of income.

The AMC, Fund Manager, asset allocation, Category (have to be equity diversified) also may be few other factors other than performance — which might do well in future.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

These funds invest in other funds that cover many asset categories.

Since the mid cap fund category has returned 32 percent every year for the past three years, the funds have returned much higher returns compared to blue chips and such other asset classes.

Other popular categories of dividend - paying companies exclusively invest in real assets.

The Fund seeks to achieve this by investing primarily in the following categories of securities and instruments of corporations and other business entities: (i) secured and unsecured floating and fixed rate loans; (ii) bonds and other debt obligations; (iii) debt obligations of stressed, distressed and bankrupt issuers; (iv) structured products, including but not limited to, mortgage - backed and other asset - backed securities and collateralized debt obligations; (v) equities; (vi) other investment companies, including business development companies; and (vii) real estate investment trusts.

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

Valuations are as important in the performance of factors and smart beta strategies as they are in the performance of stocks, bonds, sectors, regions, asset classes, or any other investment - related category.

Total Assets — Other — The big payment for work on our house made this category look pretty bad.

Here's a closer look at three major asset classes typically included in a variable annuity's investment mix, with a breakdown of sub-asset classes and other categories within each one.

When some asset categories (i.e. domestic equities, international stocks, bonds, cash, etc.) are increasing others may be falling and vice versa.

Cash, derivative instruments, and net other assets are shown in the not - rated category.

This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.

In particular, some categories of investors, such as tax - exempt investors, persons liable for the alternative minimum tax, dealers and other investors that do not own their units as capital assets, may be subject to special rules not described herein.

Bond ETFs attracted more new money than any other asset class or category of exchange traded fund in Canada during the first half of the year.

Assets contained within «Other» category are not classified by Morningstar.

Some maintain a relatively fixed asset allocation through time, while others are actively managed and specify ranges for asset categories that can be broad, implementing changes based upon forecasts.

Long positions include undervalued stocks, and may include companies from hard - asset categories such as precious metals and other natural resources.

Instead of taking a single approach, the Obama administration plans to divide assets and other loans into three categories, each with its own solution, according to sources familiar with the discussions, speaking on condition of anonymity because the details are not finalized.

These retirement models are «dynamic,» because all you d do is input the year you plan to retire, choose one of the five Investment Risk Tolerance Categories, other life factors, and the asset allocation mix comprised of the current mutual fund picks changes.

Management fees are fees that are paid out of fund assets to the fund's investment adviser for investment portfolio management, any other management fees payable to the fund's investment adviser or its affiliates, and administrative fees payable to the investment adviser that are not included in the «Other Expenses» category (discussed beother management fees payable to the fund's investment adviser or its affiliates, and administrative fees payable to the investment adviser that are not included in the «Other Expenses» category (discussed beOther Expenses» category (discussed below).

So for the Arrival card to make sense, you would have to have less than $ 50,000 in assets (otherwise you'd want the Travel Rewards card) and still be spending over $ 7,000 a month after stripping out mortgage, rent, loans, minimum spend on other cards, category bonus spending, etc..

Utility regulators have traditionally had difficulty determine the value of energy storage because it doesn't fit neatly into the traditional categories of generation, transmission, distribution or some other rate - based asset.