Sentences with phrase «pension investments expect»

Union pension investments expect a 10 % to 12 % return vs 5 % interest on municipal bonds.

Not exact matches

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.

Wiseman said all of CPPIB's investment teams made material contributions last year, producing CPPIB's largest level of annual investment income since inception, but noted the Canada Pension Plan isn't expected to need to draw money from the fund until at least 2023 and, even then, at a relatively small amount for several years.

The state Teachers Retirement System expects to lower pension costs by 13.96 percent for school districts, the second straight year of declines, as a result of favorable investment returns.

The Comptroller's Office itself, under Liu and his predecessor, William Thompson, is primarily responsible for $ 982 million in pension contributions attributable to «higher - than - expected investment and administrative fees» since 2000.

The relative magnitude of expected pension wealth differs sharply between the plans depending on when a teacher anticipates exiting the position, and the magnitude of anticipated returns to investment.

We work collaboratively with pension plans to think about the big questions: how to deliver reliable, consistent income options; how to close a personal funding gap or protect against excessive investment risk; how to generate greater certainty for members around the type of retirement they can expect.

While neither sister has a firm retirement date in mind, they can expect their investment portfolios and generous public - sector pensions will provide a retirement standard of living well above the average.

So, if you don't expect to amass enough wealth to generate significant investment income in retirement, and don't have a generous pension, a traditional IRA is likely to be the better choice for you.

He has a good defined benefit pension plan, and when he retires he expects a healthy income from his pension and other investments.

Continuing to contribute may provide a good «return on investment» in particular for conservative investors, those who expect a long life expectancy or married Canadians whose spouse is younger or who won't receive the full CPP retirement pension themselves.

Now, however, some are resetting their investment targets to «market - based liabilities,» says pension - investment consultant Paul Morgan, «not an expected return of 8 percent» or thereabouts.

The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances.

Illinois lawmakers passed a $ 36 billion budget and a $ 5 billion income tax increase in July, which are expected to stabilize state finances in the near term.2 The three major rating agencies affirmed Illinois» investment - grade status, but warned that the state's fiscal challenges, which include more than $ 250 million in unfunded pension obligations, could continue to affect the state's credit in the long run.3 — 4

Consider deferring your CPP and OAS pensions if you expect a long life expectancy or if you have a low investment risk tolerance.

However, Daniel v Tee demonstrates that the Courts do not expect trustees to be omniscient in the investment sphere and in our view this applies just as much to trustees of pension schemes as to the family trust in Daniel v Tee.

Continued diversification of the real estate assets that back the securities are adding safety, and expansion of the CMBS investor base is expected to continue, especially if pension fund investment rules change this year, as expected, to allow institutional investors to buy a broader range of CMBS product.

Pension funds, insurance companies, and opportunity funds are expected to increase their investments in real estate — targeting equity investments and mezzanine debt — throughout the remainder of 2003, according to Stan Ross, chairman of the board of the University of Southern California Lusk Center for Real Estate.

The Pension Real Estate Association (PREA) recently released the results of its first quarter 2015 Consensus Forecast survey and it looks like its members expect total annual returns on their commercial real estate investments over the next four...

The issue with pension funds» risk averse - strategy is that returns on the safest real estate investments have been declining and there are fewer and fewer of them available for sale, which is why many in the industry expect that pension managers» appetite for risk will gradually increase.

Given the exposure which REITs offer foreign investors to U.S. markets, the change is expected to draw additional global investments, especially from pension funds, sovereign wealth funds, and other institutional and equity investors.

«Many of our members (primarily banks, pension funds, and other institutional investors) are heartened by the price corrections they're beginning to see in the U.S. market and expect to increase their debt and equity investments in late 2009 and 2010,» says James Fetgatter, chief executive of the Association of Foreign Investors in Real Estate in Washington, D.C.

Looking ahead to the next few years, members of the Pension Real Estate Association (PREA) expect lower returns on commercial real estate investments than they will achieve in 2017.

These funds will serve as investment vehicles for institutional investors and pension funds struggling with low interest rates and are expected to attract a large volume of capital into outbound real estate investment.