Sentences with phrase «other changes to the portfolio»

There are other changes to the portfolio though so please read on.

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

If you start extrapolating 15 % a year returns in your portfolio due to the past four years, many of your other assumptions change e.g. age of retirement, rate of savings, spending decisions, and so forth.

In other words, plan fiduciaries could not use their portfolios to try to effect social change.

Given that spreading ownership of capital and increasing employees» share in economic rewards has bipartisan appeal, 37 the only valid answer to the question by Washington, Adams, Jefferson, Madison, or other time travelers is that, after four decades of neglecting policies to stimulate broad - based profit sharing and employee share ownership, we have changed course and are now placing them in the policy portfolio, if not at the center of economic policymaking that they occupied from the days of Washington to Lincoln.

Among the factors that could cause actual results and outcomes to differ materially from those contained in such forward - looking statements are the following: macro-economic conditions (including fluctuations in housing prices, oil markets, jobless rates and other indicators), credit market changes and constraints, foreign currency fluctuation, the company's ability to manage its property portfolio, the impact of labor markets, failure to effectively manage costs or achieve anticipated expense and cost reductions, and disruptions in our supply chain or information technology systems.

In March 2006 Norman stood down from his portfolio to pursue other research interest and was joint runner - up for the 2006 Epolitix Environmental Charity Champion Award with Oliver Letwin for their work trying to establish a Cross Party Consensus on Climate Change.

As others have argued, it will be challenging for the new committee to scrutinise its new portfolio effectively given the potential scope of the constitutional change that we could see in this Parliament.

Such risks and uncertainties include, but are not limited to: risks associated with keeping pace with rapidly changing technology and customer requirements; risks associated with competition in marketing and selling products; risks of increased regulatory requirements; risks associated with maintaining and expanding reimbursement coverage for Prosigna; risks related to the Company's intellectual property portfolio, as well as the other risks set forth in the company's filings with the Securities and Exchange Commission.

Even if we were confident that the test score gains in New Orleans are not being driven by changes in the student population following Katrina (and Doug and his colleagues are doing their best with constrained data and research design to show that), and even if these test score gains translate into higher high school graduation and college attendance rates (which Doug and his colleagues have not yet been able to examine), we still would have no idea whether portfolio management and other high regulations in NOLA helped, hurt, or made no difference in producing these results.

They've pretty much completely rewritten their «principal strategies» text so that it's hard to know how exactly the portfolio will change, though the addition of a risk statement concerning the use of futures and other derivatives does offer a partial answer.

On the other hand, in the half of my portfolio that is committed to market timing, (70 % in equities and 30 % in fixed income) the 15 to 100 different mutual fund or ETF investments I might own are all being tracked daily for the change in trend that indicates the fund should be sold and moved to money market funds.

In addition, the Jensen Quality Growth Fund may update its holdings information at other times during a quarter in the event that the Fund makes a significant change (s) to its portfolio holdings.

Thanks for advice i will take a look at balanced funds also i would like to know there is no change required for the existing portfolio for the given time frame as i find that instead of franklin small cap fund others in the same group are performing better please advice on that issue

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.

When I began managing people's money, it added other dimensions: Working with clients and their goals and emotions; putting recommendations into practice, and the ongoing responsibility to adjust portfolios as markets and clients» situations change.

And they pretty much completely rewrote their «principal strategies» text so that it's hard to know how exactly the portfolio will change, though the addition of a risk statement concerning the use of futures and other derivatives does offer a partial answer.

While Teva still remains a leader in the generic drug business its other qualities have changed enough to warrant a sell in portfolios.

The next time you're making changes to your portfolio, do a little research before hand through your online broker or other research site.

[1] That has been changing as the spreads between hedged international equity portfolios and unhedged international equity portfolios has widened considerably in recent months, and they may widen even more, all else being equal, if other major currencies continue to weaken relative to the U.S. dollar.

The other big difference between Reader J's situation and mine (and perhaps many others» out there) is that I'm looking to make changes to an existing portfolio (which, courtesy of my former advisor, is weighted about 90 % in equities and is down about 28 %).

Hedging Risk: The Fund's use of inverse securities or other transactions to reduce risk involves costs and will be subject to the Adviser's to predict correctly changes in the relationships of such hedge instruments to the Fund's portfolio holdings or other factors.

If a restriction on the Fund's investments is adhered to at the time an investment is made, a subsequent change in the percentage of Fund assets invested in certain securities or other instruments of the Fund's investment portfolio, resulting from changes in the value of the Fund's total assets, will not be considered a violation of the restriction; provided, however, that the asset coverage requirement applicable to borrowings shall be maintained in the manner contemplated by applicable law.

Because the Funds may invest in underlying ETFs that hold portfolio securities primarily listed on foreign exchanges, and these exchanges may trade on weekends or other days when the underlying ETFs do not price their shares, the value of some of a Fund's portfolio securities may change on days when you may not be able to buy or sell Fund shares.

There, a group of seven or so people — always including Messrs. Tropin and Pertusi — discusses all aspects of risk: market risks, risks in individual traders» portfolios and how they have changed since the day before, risks to the way the firm is investing its cash, counterparty risk — or risk that the firm on another side of a trade will fail, even evaluations of whether traders» are in positions that are «crowded» with other hedge funds.

In an upcoming blog post on Mason Hawkins I included this quote about selling: «We sell for four primary reasons: when the price reaches our appraised value; when the portfolio's risk / return profile can be significantly improved by selling, for example, a business at 80 % of its worth for an equally attractive one selling at only 40 % of its value; when the future earnings power is impaired by competitive or other threats to the business; or when we were wrong on management and changing the leadership would be too costly or problematic.»

Other financial service activities can be affected depending on the exposure of invested assets / loan portfolios to climate change.

On the other hand, being a year off in the revenue projections (but not investments) for an SBU that is 3 % of the target portfolio, is just NOT going to change the answer from any kind of «do we pull the trigger, make the investment» point of view.

A number of analyses, meta - analyses, and assessments, including those performed by the Intergovernmental Panel on Climate Change, the National Oceanic and Atmospheric Administration, the National Renewable Energy Laboratory, and the International Energy Agency, have concluded that deployment of a diverse portfolio of clean energy technologies makes a transition to a low - carbon - emission energy system both more feasible and less costly than other pathways.

Unlike other investment options, which are actively managed by a fund manager (or even yourself), automated investing platforms like Wealthfront are able to make changes to your portfolio more quickly, and without the fees that come with paying a human being to do it for you.

Other than age - based 529 plans or target retirement fund portfolios which become more conservative as one gets closer to college or retirement, I've never seen a portfolio changed midstream before.

Your choice should depend on your ability to handle market changes, the makeup of the other assets in your portfolio, and how you plan to use the policy's cash value.

Unlike other strategies that by their very nature are rigid and resistant to change, our Blueprint strategy allows real estate investors the flexibility to make adjustments midstream to account for potential changes in goals, personal finances, portfolio performance and the overall economic environment.