Sentences with phrase «overall asset base»

I'm going to have at least five years of fixed income sources or maybe seven years or 10 years,» really depending on the person, and what their overall asset base looks like and so on and so forth it's very specific to that individual.

Not exact matches

Financial assets and liabilities whose values based on prices or valuation techniques that require inputs that are both unobservable and significant to the overall fair value measurement.

«There are pockets of areas that are getting stronger and weaker — certainly there is less demand in the oil patch — but overall I have not seen any market change in the amount of deal flow over the course of 2014 or 2015,» reports Michael W. Scolaro, managing director and group head of Asset Based Lending at BMO Harris Bank.

For example, although merger control rules are often based on turnover thresholds or combined assets, in some jurisdictions the overall sales of the selling or buying group are looked at, and not just sales relating to the acquired business.

Mr. Speaker, based on our policy objective of ensuring macroeconomic stability, and growing the economy for job creation, whilst protecting social spending, the following macroeconomic targets are set for the 2018 fiscal year: • Overall GDP growth rate of 6.8 percent; • Non-oil GDP growth rate of 5.4 percent; • End period inflation rate of 8.9 percent; • Average inflation rate of 9.8 percent; • Fiscal deficit of 4.5 % percent GDP; • Primary balance (surplus) of 1.6 percent of GDP; and • Gross Foreign Assets to cover at least 3.5 months of imports of goods and services

Calculating an individual's savings is difficult due to the privacy offered by certain banks — as witnessed during the Panama Papers scandal — and to evaluate one's overall wealth requires taking stock of their assets, which creates myriad administrative problems — imagine, for example, attempting to accurately ascertain overall wealth based on jewellery, cars, clothing, works of art and so on.

Rio Tinto believes the borates business is a good fit within its overall portfolio, based on its asset base, share of global supply and presence in Asian markets.

Instead, pitch the book based on all its general merit; then, in a separate paragraph, argue that your topic lends itself to unique opportunities for digital engagement in an e-book edition, which would be an asset to the overall publication if creatively constructed.

Since the success in binary options trade is not based on actual asset value but only on the correct speculation of price movement, traders can make money even if the overall market situation is very bad and all the asset prices are declining.

First, we will evaluate your overall financial picture, including your debt - to - income ratio and assets, based on the information you provide.

While, this scenario is quite common, this division of assets is not solely based on earnings but rather on the couple's overall marital assets.

You select any of them based on the overall asset allocation and your preference for risk towards your goals.

Risk parity strategies seek to limit overall portfolio volatility or risk, by diversifying the risk allocation, whereas traditional portfolios diversify based on asset allocation.

Asset Allocation So based on my hare - brained idea of mixing indexes I've got to split the overall allocations further into the actual ETFs that will make it up.

Additionally, our index - based portfolios use ETFs to ensure broad exposure to multiple asset classes, which provides diversification within each strategy and for the overall portfolio.

The model makes its investment decisions based on asset class momentum, monetary policy, and overall market indicators.

Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.

We assessed asset size, trading volume, bid / ask spreads and overall «tradability» based on our trading experience.

Based on your risk tolerance and investment time horizon, you will want to spread your savings across different types of assets — money market securities, bonds and stocks — to potentially reduce your overall risk.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

But overall, considering the improved investor sentiment & likely near - term news / profits from its Iverson Road development, a 1.0 Price / Book ratio now seems appropriate (based on adjusted equity, to reflect the post year - end write - back of non-recourse Dunbar Assets loans):

We assessed asset size, trading volume, bid / ask spreads and overall «tradability» based -LSB-...]

I've long been on record as saying that for many investors, trying to optimize their tax situation is not optimal for their overall strategy — worrying about asset location and moving to US - based funds can add significant levels of complexity for the sake of a few extra basis points.

According to the overall composite ranking approach used by Forbes (based on assets as well as sales, profits, and market value), and given the differences between bank assets and oil company assets, ExxonMobil is ranked fifth in the overall list of «The Top 100» companies in the world, behind three banks and also GE.

A fee - based financial advisor earns an asset - based fee, or in other words, a fee that is a stated percentage of the overall value of the assets that he or she is managing.

These ratings include the following: • A + from A.M. Best • AA - from Standard & Poor's • A from Fitch • A2 from Moody's These ratings provide an indication of the insurer to meet the obligations of the policies by their terms — and the ratings are based on some different factors, such as the company's operating performance, the quality of the company's assets, its financial flexibility, and its overall capitalization.

Based on Fortune 500 rankings, USAA Life Insurance Company was ranked # 49 in terms of net worth, # 53 in terms of assets, and # 122 in terms of overall revenue in 2014 and 2015.

Overall, Lightspeed has made an interesting investment in an array of bitcoin and blockchain companies either directly or through its subsidiaries, backing BlockScore, digital asset exchange Melotic and China - based bitcoin exchange BTC China.

The Coinbase Index tracks the overall performance of crypto assets listed on the Californian - based company's exchange, GDAX.

Ensuring ability to validate compliance by performing the Self - Assessment Questionnaire (SAQ) on an annual basis • Responsible for overall strategy of the Digital Asset Management (DAM) system, leading an implementation team through requirements gathering, Metadata and Taxonomy design, Content strategy, Information Governance, Rights Management, Records Management, Approval Workflow and Information Architecture.

Accountant — Samson and Holmes Finance Corporation, Saratoga Springs, NY — 2/2008 — 8/2013 • Performed duties such as account processing, budgeting, and payroll on a daily basis • Discovered billing mistakes that caused the company $ 500,000 in double charges, and took appropriate action to successfully recover the full amount • Handled fixed assets, loan accounting, budget reviews and forecasts, and financial reports • Provided quarterly budget goals for both the overall company and individual departments within the company • Maintained the general ledger, compiled internal auditing reports, and recommended financial strategies to increase profits and reduce spending • Monitored industry trends, the economy, and other financial factors to determine risks and areas of profit opportunity

«This location, combined with the asset's overall quality and stable, long - term cash flows, created a very competitive process resulting in favorable financing terms for the borrower,» said Joe Donato, of CBRE's Washington, D.C. - based capital markets team, in a statement.

«The recovery of every major asset class has provided liquidity to other real estate investments, and an aging ownership base generally trends towards net lease for their replacement properties in an effort to simplify their life and lower their overall portfolio risk.»