Sentences with phrase «paid by an investment»

Tailer fee, also known as Trail commission is paid by investment management companies to financial advisers and is generally around 1 % of the value of the portfolio.

The risk - free rate is a theoretical interest rate that would be paid by an investment with zero risk, and long - term yields on U.S. treasuries have traditionally been used as a proxy for the risk - free rate because of the low default risk.

The costs paid by an investment fund to purchase and sell securities and other investments.

Fees paid by an investment fund to its transfer agent or other intermediaries to process shareholder transactions and maintain shareholder accounts.

Fees paid by an investment fund for the portfolio management and administration services provided by its investment adviser and administrator.

1) For most investments you get taxed on any gain in value in the investment or dividends paid by that investment.

What's more, the insurance portion will be entirely paid by investment gain rather than with annual premiums.

Think about it this way — the positive cashflow is the «interest» (or dividend) paid by the investment on your cash invested.

Not exact matches

In April a 40 % stake in its parent, Glencore Agriculture Products, was quietly repatriated by the Canada Pension Plan Investment Board for US$ 2.5 billion as Glencore shed assets to pay down debt.

Doug Mackenzie, a fan of Edmark's products and a partner at the prestigious venture firm Kleiner Perkins Caufield & Byers, obliged by leading a round of equity investment that put $ 5.5 million into Edmark's coffers, paying the market price of $ 10 a share.

Draft reports, which the WSJ reviewed showed the $ 1.4 billion was paid by 1MDB to a IPIC subsidiary, Aabar Investments PJS.

Done correctly, this could also save sizable dollars in media investments by aligning paid (mobile media), owned (content) and earned media (social) strategies for better campaign performance.

But by Year Two, the investments began paying off.

By contrast, you'd pay the lower capital gains rate of about 15 percent to 20 percent on transactions for Bitcoin held as an investment, for example if you obtained it on an exchange.

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Each time he got a pay raise, he increased his 401 (k) contribution by the same amount to reach the maximum allowed investment of $ 18,000 a year.

In October it led a $ 206 - million investment round in ShopRunner, a U.S. company that competes with Amazon by partnering with retailers to offer free two - day shipping to its members, who pay a fee for the service.

And it's not even «pay» in the loose sense of «money given by an employer,» since there's no indication here what portion of that investment income comes from shares in a CEO's own company, say, versus a diversified portfolio.

About $ 30 billion of the increase was due to investments and $ 5.7 billion came from excess contributions paid to the pension plan by working Canadians and their employers outside of Quebec.

The investment bank just increased its paid parenting leave for non-primary parents, according to an internal announcement obtained by Business Insider.

TORONTO — Metrolinx, the agency created by the Ontario government to help co-ordinate and integrate all modes of transportation in the Greater Toronto and Hamilton area, has released a short list of possible investment tools to help pay for transit upgrades in the region.

Here's a good antidote to the investment hysteria that sometimes arises in uncertain economic times: Pay Yourself First: A Commonsense Guide to Life Cycle Retirement Investing (John Wiley & Sons, 800-225-5945, 1996, $ 16.95), by Timothy W. Cunningham and Clay B. Mansfield.

Investment offerings recommended by Mauldin may pay a portion of their fees to these independent firms, who will share 1/3 of those fees with MWS and thus with Mauldin.

Since you already used a restaurant example, let me continue with the analogy: we're serving tasty food to an ever increasing number of satisfied, loyal customers and making enough money on every meal served to pay back original investment in fixed overhead by next year (those faux - egyptian obelisks didn't come cheap).

The offering is due to open to the general public in March, but investors who got in on an earlier, private investment round, are already flipping their GRAM cryptotokens for twice the price they paid, according to sale documents seen by Quartz.

On August 2, 2005, CIBC paid US$ 2.4 billion to settle a class action lawsuit brought by a group of pension funds and investment managers, including the University of California, which claims that «systematic fraud by Enron and its officers led to the loss of billions and the collapse of the company.»

The Abu Dhabi fund, the International Petroleum Investment Company, said in a stock exchange announcement in London that Malaysia's finance ministry and 1MDB had agreed to pay $ 1.2 billion to the Abu Dhabi fund by the end of the year as part of an agreement overseen by an arbitration panel in London.

In other words the investment in the highway by the government would pay for itself through higher productivity and higher tax revenue.

That means some financial advisors — basically, brokers and insurance agents - will once again be able to give conflicted investment advice by recommending high - priced 401 (k) investments that pay them rich commissions over less expensive - but comparable - alternatives on May 7, 2018.

The money that doesn't go to the employee's take - home pay gradually accumulates, the balance earns interest from investments, and by the time retirement rolls around, it's grown into a substantial nest egg for the retiree.

The basic idea is that while most economists believe corporate taxes are primarily paid by owners of capital (that is, people who own stock in corporations) in the form of lower profits, a sizable minority, including White House chief economist Kevin Hassett, think that a lower tax rate would spark so much additional investment in the United States that it would bid up wages and leave the middle class better off through its indirect effects.

Quite simply, it is the rate of payback that a shareholder receives on his investment by way of the dividend that a company pays.

Rather than paying these pensions out of current income as it is earned or plowing their earnings back into investment in their own business, companies take their income and «financialize» it by buying stocks and bonds for their pension funds.

«These investment options were chosen because they were managed by, paid fees to, and generated profits for Franklin Templeton and its subsidiaries.»

Instead, they force sponsors to pay at least a portion of their 401 (k) admin fees from plan assets by limiting plan investment options to funds that pay them hidden 401 (k) fees like revenue sharing and / or annuity wrap fees.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

(e) by causing Retrophin to recharacterize a $ 900,000 equity investment in Retrophin by MSMB Healthcare as a loan, by causing Retrophin to repay that «loan» with interest, by causing Retrophin to pay $ 1,500 directly to Merrill Lynch, and by causing Retrophin to pay him a cash advance of $ 575,000, all in order to satisfy obligations he and MSMB Capital owed to Merrill Lynch, resulting in a benefit to Shkreli of $ 1,629,500.

(d) by causing Retrophin to pay cash to himself, Biestek, and Fernandez so that he would not have to invest $ 731,778 of his own funds in the February PIPE, and by using PIPE proceeds in contravention of the terms of the Securities Purchase Agreement to fund investments by Shkreli, Biestek and Fernandez, resulting in an additional benefit to Shkreli alone of $ 360,000 in cash and 180,000 Retrophin shares and warrants worth more than $ 5.3 million (at current market prices).

Shkreli funded the Merrill Lynch settlement — and avoided the filing of the confessions of judgment — by causing a $ 900,000 investment in Retrophin equity securities made by MSMB Healthcare to be recharacterized as a «loan,» causing the «loan» to be repaid with interest, and using the «loan» proceeds together with other money taken from Retrophin to pay Merrill Lynch.

By comparison, the Investment Company Institute (ICI) reports that plans of all sizes pay an average of 1.29 % in fees, and that those fees decline as assets rise.

A Ponzi scheme is a fraudulent investment operation that pays returns to its investors from their own money, or the money paid by subsequent investors, instead of from profit earned by the individuals running the business.

Dodge was controlled, however, by an investment banking firm, which had paid only $ 2.25 million for its voting common stock.

Per - Investment Carry: However, if you were to pay carry on an investment - by - investment basis — as is the case with many equity crowdfunding platforms — the math works out very diInvestment Carry: However, if you were to pay carry on an investment - by - investment basis — as is the case with many equity crowdfunding platforms — the math works out very diinvestment - by - investment basis — as is the case with many equity crowdfunding platforms — the math works out very diinvestment basis — as is the case with many equity crowdfunding platforms — the math works out very differently.

For preferred equity and debt investments, EquityMultiple receives a servicing fee in the form of a «spread» between the interest rate being paid to them by the sponsor or originating lender and that being paid to investors.

Senator Mark Warner, a member of a Senate subcommittee on banking and investment, recognizes the conflict created by the practice of paying rebates.

Two weeks ago, JPMorgan agreed to pay $ 920 million in penalties in connection with a $ 6.2 billion loss in derivatives trading by the bank's chief investment office in London.

Financially seeded by advertising executive Paul Hovan and labour - affiliated investment funds, The Tyee will go on to become an independent publication that pays its writers and staff, thanks to added investment and multiple revenue streams, including monthly financial pledges from reader «Builders» who receive perks.

«U.S. multinational corporations can defer paying tax on profits they earn abroad indefinitely by agreeing not to use the earnings for certain purposes, like paying dividends to shareholders, financing domestic acquisitions, guaranteeing loans, or making investments in physical capital in the U.S..

What about products that pay commission or the sale of proprietary investments by captive agents?