Sentences with phrase «percentage of assets»

Compared to other insurers, our insurance subsidiaries invest an unusually high percentage of their assets in common stocks and diversify their portfolios far less than is conventional.

Money managers who build and manage a client's portfolio of stocks, bonds and other securities typically charge an annual fee based on a small percentage of assets under management.

The following table includes basic holdings information for each ETF in the High Yield Bonds, including number of holdings and percentage of assets included in the top ten holdings.

Most core bond funds have a high percentage of their assets invested in agency mortgage backed securities.

As for your question of what percentage of assets to devote to an annuity (assuming you decide you want one), I can't give you a specific figure.

If a $ 50 billion fund found a $ 500 million company to be a good buy, it could only devote a very small percentage of its asset base into the company.

Property accounted for the largest percentage of assets held by the world's 100 largest alternative asset managers.

With one click you see get exact percentages of each asset class in your portfolio.

However, I do not want to be paid an annual percentage of YOUR assets like 99 % of registered investment advisers who will take their fees out of YOUR assets year after year.

First is by an hourly rate, second is through commissions from products that they've sold, and / or third via percentage of assets managed.

If you need advice, that cost also (one - time fee or ongoing percentage of assets under management).

This will be added to a certain percentage of your assets (more on assets below) and converted into an amount that the government says you can afford to pay.

What percentage of your assets do you want to give each one?

What I have done is to structure my will so that it leaves percentages of my assets to certain family members as well as various cultural and educational institutions I wish to support.

Unlike typical management teams which are compensated based on company performance, external managers are treated like fund managers and earn a flat percentage of assets under management or shareholder equity.

The following table includes basic holdings information for each ETF in the Corporate Bonds, including number of holdings and percentage of assets included in the top ten holdings.

The minimum requirement for percentage of assets in large - cap stocks for large - cap funds was changed from 65 % to 75 %.

They might have either lost a large percentage of their assets or revenues and are most likely in bankruptcy proceedings.

So many times people get caught up in simply determining what percentage of assets that they should receive in the divorce process.

The idea is that if you are risking a small percentage of your assets, you should be able to lose most or all of that investment.

In closing, the book talks about what can be a way of measuring moats, which is gross profits as percentage of assets.

ONEF will have no limits on percentages of assets that can be invested in ETFs focused on foreign securities, including in the emerging markets, the filing said.

For example, as you get closer to retirement age, you might consider moving some savings to a more conservative asset allocation, with a greater percentage of your assets invested in fixed income.

4) Alternative investing is a decent percentage of every asset allocation.

Moving a higher percentage of your assets from stocks to bonds and / or cash makes sense, because while you may not be making all the gains from stocks you might, you are preserving capital.

The Fund also has the ability to leverage the amount of stock it controls to as much as 1 1/2 times the value of net assets, by investing a limited percentage of assets in call options.

A good number of these people are probably really looking for fee - for - service planners and / or money coaches who charge by the hour, not by percentage of assets in their portfolio.

But no matter how much your portfolio turns over with an RIA, the firm gets paid a fixed percentage of assets under management.

Each TDP allocates a different percentage of its assets across the Intel plan's various Investment Funds with each TDP becoming more conservative as it nears its maturity date.

When buying Property Coins, investors are not only receiving a fractional percentage of assets owned by Property Coin and its entities, but coin holders will also own 50 percent of the net profits from the loan and property investments.

«A good percentage of the assets that are operating today will still be operating in 25 years,» said Ian Simm, founder and CEO of Impax Asset Management Group.

The custom target - date funds allocated «a wildly excessive percentage of assets to speculative asset classes such as natural resources, emerging market stocks, emerging market bonds, and real estate limited partnerships,» the complaint against Fujitsu stated.

Strong commercial loan portfolio Of the $ 26.2 billion in assets at Synovus, $ 19.7 billion (or roughly 75 %) is found in loans, which is roughly the same percentage of assets at both the aforementioned Huntington Bancshares, and New York Community Bancorp..

However, it would not be prudent to overweight the I Fund by putting a large percentage of assets there in the hopes of superior foreign returns.

Pennsylvania is an «equitable distribution» state, which means that spouses each receive a fair percentage of the assets.

The following table includes basic holdings information for each ETF in the Nationwide, including number of holdings and percentage of assets included in the top ten holdings.

Custodians have additional trading costs, but they are not an annual percentage of assets under management, see here.

To minimize the impact of fees on your own savings, choose index funds and ETFs over actively managed funds; if you plan to hire a financial adviser, calculate whether you'll save money by paying an hourly fee rather than an annual percentage of your assets.

The weight of this ETF indicates that, on average, the fund held a significant percentage of its assets in cash or equivalents.

Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

Also, the banks are very active, although that varies from market to market and bank to bank, depending on what percentage of their assets is in real estate at the moment and where they want to get that percentage to.

The damage is compounded if you hold assets through a broker, bank, trust, or wealth management department that charges you a fixed percentage of your assets, often 1 %, each year.

The equity multiplier is the amount or percentage of assets owned by each dollar invested in a business.