Sentences with phrase «other asset pools»

«In light of reduced stock and bond portfolios, seniors will have to consider other asset pools, including the use of home equity, to help fill this financial shortfall.»

Not exact matches

(5) No more than 50 % of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies).

While investors should never seek median returns in any asset class, the hard truth is that the pooled, net returns for the entire venture asset class have outperformed when compared to other investment opportunities.

A mutual fund — which pools your money with other investors to purchase stocks, bonds and other assets — is professionally managed and therefore tends to come with higher fees.

All of your assets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holassets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holAssets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holdings.

In this type of account, a corporate client's assets are not pooled with those of other clients, as they would be in a traditional prime broker model.

The vast bulk of the assets underlying these securities are residential mortgages (other assets, such as commercial property mortgages and car loans, constitute only about 2 per cent of the pools).

Fewer buyers for the same pool of assets makes sellers try harder, and rates on Treasuries serve as a benchmark for a wide range of other borrowing costs.

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

But if you have investment requirements that might not reflect your age or situation (a large pool of assets outside of the plan), you may wish to consider a managed account or other more individually focused investment strategy instead.

They provide exposure to the performance of a pool of stocks, bonds or other asset classes included in the index, as well as different regions and sectors.

A fund is simply a pool of money invested in a portfolio of stocks, bonds, money market instruments and / or other assets, managed by one or more professionals who follow a stated investment objective.

These funds are managed by Asset Management Companies who pool the investment money across stocks, bonds, and other securities.

DEFINITION: When an individual invests in a mutual fund, that money is pooled with money from other investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

Index funds are still mutual funds in that assets of many investors are pooled to purchase stocks, bonds and other securities.

Sun Life Institutional Investments (Canada) Inc. specializes in managing private asset class pooled funds and liability driven investing strategies for defined benefit pension plans and other institutional investors in Canada through its affiliation with Sun Life Assurance Company of Canada.

When there are other assets in the pool, the rules are more complicated.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

The ability to pool assets by household and have that count towards trading thresholds is something that is relatively unique to CIBC Investor's Edge and it is what makes their current pricing very challenging for others to match let alone beat.

Mutual funds pool your money with the money of other investors and invest it in a portfolio of other assets (e.g. stocks, bonds).

The CITs» assets are invested in other pooled investment products, which according to the Declaration of Trust can be mutual funds, CITs, andannuity separate accounts, among other options.

A mutual fund is a collective form of investment that pools cash to buy and manage a portfolio of stocks, bonds or other assets.

MBIA Corp. issues financial guarantees for municipal bonds, asset - backed and mortgage - backed securities, investor - owned utility bonds, bonds backed by publicly or privately funded public - purpose projects, bonds issued by sovereign and sub-sovereign entities, obligations collateralized by diverse pools of corporate loans and pools of corporate and asset - backed bonds, and bonds backed by other revenue sources such as corporate franchise revenues, both in the new issue and secondary markets.

MBIA issues financial guarantees for municipal bonds, asset - backed and mortgage - backed securities, investor - owned utility bonds, bonds backed by publicly or privately funded public - purpose projects, bonds issued by sovereign and sub-sovereign entities, obligations collateralized by diverse pools of corporate loans and pools of corporate and asset - backed bonds, and bonds backed by other revenue sources such as corporate franchise revenues, both in the new issue and secondary markets.

However, with SEI, firms with small retirement plans can access those same managers since their assets are pooled with those of other investors.

Asset - backed securities, called ABS, are bonds or notes backed by financial assets other than residential or commercial mortgages — an investor is purchasing an interest in pools of loans or other financial assets.

The subprime crisis came about in large part because of financial instruments such as securitization where banks would pool their various loans into sellable assets, thus off - loading risky loans onto others.

Structure ETFs offer public investors an undivided interest in a pool of securities and other assets and thus are similar in many ways to traditional mutual funds, except that shares in an ETF can be bought and sold throughout the day like stocks on a securities exchange through a broker - dealer.

The account will be established for the benefit of («FBO») one plan participant and may not pool plan assets from other participants in the same account.

Specifically, interests in commodity pools or managed futures pools are valued on a daily basis by reference to the closing market prices of each futures contract or other asset held by a pool, as adjusted for pool expenses.

A mutual fund is an SEC - registered open - end investment company that pools money from many investors and invests the money in stocks, bonds, short - term money - market instruments, other securities or assets, or some combination of these investments.

Furthermore, a safe, and either a balcony or a terrace are provided in all accommodation as standard.Among its many other assets, this hotel boasts a great sports complex with tennis courts, a basketball court, a football pitch, minigolf and 5 swimming pools (including an outdoor pool and a children's pool) as well as a sun terrace with sun loungers and parasols and a poolside snack bar.

The further possible exception to equal sharing alluded to in para 86 was «where both parties had worked throughout the marriage, had pooled some of the assets built up by their efforts but had chosen to keep other such assets under their separate control, the latter, although unequal in amount, were unilateral assets which might not be subject to the sharing principle... we would prefer, so far as it is proper for us to do so, to keep the room for application of the concept closely confined».

A life settlement fund pools settled policies to create a diversified portfolio, with the goal of providing an attractive risk - adjusted return that has low correlation with the returns provided by other types of assets.

With each of these assets, you receive a specific payment that is based on a calculation from insurance underwriters that takes into account how long you and other individuals in their pools are expected to live.

Republic Protocol, a new blockchain project with ties to Kyber Network and other well - known projects in the space, has announced they will be building a decentralized dark pool for the trading of crypto assets.

Trade.io's solution is to develop an exchange platform for the sharing economy where traders can not only exchange tokens, crypto and fiat currencies and other assets but also share in the risk and revenue of the liquidity pool.

Part of the increase reflects a November 2010 shift of consumer credit from pools of securitized assets to other categories largely due to financial institutions» implementation of the FAS 166/167 accounting rules.

The industry has always sought cheaper costs of capital (as do all industries) and a perfect storm in 2011 of low capital costs via the REITs, coupled with reasonable performance in the sector compared to other asset classes, and a pent up demand for asset pools that needed to exit their existing structure, resulted in the $ 27b wave.

Other models pool investors» money into funds that are blindly allocated to different assets.