Sentences with phrase «other than an investment»

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

In particular, many funds that own these are not permitted to own other than investment - grade securities.

Portfolio Strategies Capital Pains: Rules for Capital Losses The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment securities.

The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment securities.

In general, EMH operates on the assumption that financial results for all corporations other than investment companies are to be measured strictly by Going Concern standards; while portfolio results for an investor in those corporations» securities are to be measured strictly by Resource Conversion standards.

Don't forget that you will probably have income sources other than your investments.

Our employment compensation is the only real source of household income other than investment income, which we allow to accumulate within our investment funds and currently don't use as a source of household income.

Montier makes his argument via a series of examples drawn from fields other than investment.

Both funds expect to earn their historical growth in the future and have no fees other than the investment fees.

The bloggers suggested that investing in the movie was motivated by something other than an investment diversification plan.

The purpose of the insurance is no longer to make someone whole upon a loss, but rather to enrich someone with no other interest in the insured other than investment and profit.

Other than the investment details, we have no other information as to what Playground Global is up to.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

This gambit and others — like additional senior hires and the use of tech to engage clients — is expected to increase Goldman's investment - banking client base by 10 %, to more than 9,000 by 2020 and to contribute $ 500 million of the $ 5 billion in new revenue the bank is chasing.

Your company name will get used more and last longer than any other investment you make in your business.

Rather than waiting to pay off your home, it might be wise to put your monthly payments toward rent and consider other types of investments.

You never know — it may create a better return on investment than any other form of advertising you have tried.

«KPCB discriminates against [Ellen Pao] and other women by failing to promote them comparably to men, by compensating them less than men through lower salary, bonus and carried interest, by restricting the number of investments that women are allowed to make as compared to men, by failing to include junior women from meetings and discussions, by failing to provide equivalent sponsorship of women as of men, by failing to include junior women comparably to junior men in the interview process, and by failing to provide opportunities for visibility and success inside and outside the firm for women as compared to men.»

Google reported more than $ 14 billion in profit on $ 66 billion in sales last year, most of it from lucrative Internet advertising, while other ventures have required large investments without showing immediate returns.

But a Wharton - professor - turned - mortgage - consultant is now putting a more upbeat spin on that idea: If you play your cards right, your house could produce a bigger retirement income than a lot of other investment alternatives, with a federal guarantee behind it, to boot.

So far, Phononic, with 110 employees, has raised more than $ 160 million from Oak Investment Partners, Venrock Associates, Tsing Capital, and GGV Capital, among others.

Others are lured by slick agents and managers who are better at sucking up to stars than they are at making investments.

More than 1,200 veterans representing every branch of the military sent a letter to House and Senate leaders on February 12, saying that «strategic investments in the State Department and USAID will be essential if we are to solidify our hard - fought gains and prevent other bad actors from filling the void» around the world.

Other than a stint as a currency analyst at a London investment bank, McKinsey was all he knew.

Now, as a big - fish investor on ABC's Shark Tank, John uses everything he's learned from more than two decades of business building to size up other companies as potential investment opportunities.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

The Securities and Exchange Commission is the governing regulatory agency for registered investment advisors that manage more than $ 100 million in assets, while each state's securities regulators generally oversee other investment advisors.

The US spends more on space exploration than any other country in the world.A big chunk of this investment goes to NASA, the country's leading agency for space exploration.

Maybe that's why socially responsible investments in the United States actually grew 4 percent faster than any other sector of U.S. stocks in the past few years.

Pamela investigated more than 450 financial strategies seeking an alternative to the risk and volatility of stocks and other investments, which led her to a time - tested, predictable method of growing wealth now used by more than 500,000 Americans.

And when there's no other compelling use for a company's cash, this is a better alternative than risky spending on takeovers or other big investments.

The other mover and shaker at Berkshire was Lou Simpson, who ran GEICO's investments for more than 30 years and then told Buffett last summer than he wanted to retire at yearend.

I asked if he's doing better than other angel investors, and he said: «We have a much different model — we have a larger volume most angels can't match, and we are also willing to do follow on [investments.]

The Chicago - based company gave a wider - than - usual range for full - year guidance allowing it to «flex up and flex down» on marketing spend and some other investments to drive additional growth, DeWitt said.

It gives Canadian businesses that are already there — or investments, minority stakes and so on — comfort that they're not going to be treated worse than investors from any other country.»

According to The Kauffman Firm Survey, 50 to 75 percent of young firms use capital injections, most of which comes from owner investments or sources other than banks, while 19 percent use bank loans.

Private companies now have an unprecedented ability to raise late - stage venture and other private capital to finance their innovation and investment, often on equal or better terms than in the public markets and with less hassle.

«More people put their retirement dough into the stock of their employer than any other investment.

On the other end of the spectrum, the time investment generally extends much farther than a typical «9 to 5 ″ schedule.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

A lack of formal education, as well as investing experience, led to herd - like behaviour with stocks routinely rallying hard as investors followed the actions of others rather than using more traditional investment strategies like fundamentals or technicals.

In fact, fifty - one percent of global marketing executives point to video over other types of content for best return on investment and marketers who use video grow revenue forty - nine percent faster than non-video users.

The investment bank has made more than any other Wall Street firm advising companies on moving their headquarters overseas to avoid U.S. taxes.

Overall our default perspective probably ought to be against mergers - we should require abundant and specific evidence of large potential gains to convince us that a particular merger is in the best interest of anyone other than management and the investment bankers constructing the deal.

LeapFrog's first fund of $ 135 million made equity investments of between $ 5 million and $ 15 million in eight companies in Africa and Asia offering insurance and other financial products to individuals living on less than $ 10 per day.

In other cases, to achieve the complementation benefits requires investments or knowledge exchange that would put one or both firms at more risk than they are willing to bear in an arms - length contract.

A decade ago, residents of northern European countries such as the Netherlands and Sweden were going online at a faster rate than in just about any other area in the world, thanks in part to substantial investments in broadband infrastructure.

Some websites are more inviting than others, some content is more interesting than much else and some materials reflect more investment than others.

«We spend more than virtually any other country on public investments and job training and skills development, and yet we have unacceptably high levels of unemployment amongst young Canadians, aboriginal Canadians, new immigrants, and persons with disabilities,» he said.