A performance based fee is where the client pays the law firm based on qualitative and quantitative measures of performance.
Our fees will also not be based on side by ‐ side management, which refers to a firm simultaneously managing accounts that do pay
performance based fees (such as a hedge fund) and those that do not.
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.
Certain subordinated
fees based on our
performance are payable after our subordination is met.
Instead of
performance -
based payments, Ms. Trump will receive fixed payments from T International Realty, the family's luxury brokerage agency, as well as fixed
fees from two entities related to real estate projects, the documents show.
For each fund with at least a three - year history, Morningstar calculates a Morningstar Ratingä
based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly
performance (including the effects of sales charges, loads, and redemption
fees), placing more emphasis on downward variations and rewarding consistent
performance.
With a
performance -
based fee structure, our interests and our clients» interests are aligned.
Based on average commission - per - trade
fees and past
performance of brokerages, equity returns would enable one to open between 300 and 1900 transactions with an account value of $ 10K.
Departments / agencies are required to report to Parliament on annual
basis on their user
fees through their Departmental
Performance Reports.
Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used based on the fund's Class A performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to
Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used
based on the fund's Class A
performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to
performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R
performance is used, reflecting all charges and fees applicable to
performance is used, reflecting all charges and
fees applicable to that class.
Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used based on the fund's oldest share class, Class A performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to
Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used
based on the fund's oldest share class, Class A
performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to
performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1
fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class
performance is used, reflecting all charges and fees applicable to
performance is used, reflecting all charges and
fees applicable to that class.
Based on a current examination of selected Departmental
Performance Reports, current
fees are well below the actual cost of providing the application services.
For each U.S. - domiciled fund with at least a 3 - year history, Morningstar calculates a Morningstar Rating ™
based on a Morningstar Risk - Adjusted Return measure that accounts for variations in a fund's monthly
performance (including loads and redemption
fees), placing more emphasis on downward variations and rewarding consistent
performance.
The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before
fees and expenses, correspond generally to the total return
performance of a broad -
based index of world (ex-U.S.) equity markets over the long term.
There is also the potential for nearly all
fees to shift to
performance based.
«The weaker
performance combined with the relatively high
fees have definitely created a trend out of hedge funds,» said Atlanta -
based consultant Jay Love, U.S. director of strategic research for Mercer Investment Consulting.
Here we go again.Let us be positive going into our first match.So we were very wary of the team selection against chelsea but we came out strong.All this team need is total support from fans.I watched the Manu match yesterday we all saw some of their weaknesses considering how much they've invested the last 4 yrs.Players should judged
based on their
performances not on transfer
fees.
The reports suggest that Navas has a buyout clause in his Levante contract of just # 6.5 million, a bargain
fee based on his
performances both for his nation and for the Valencia -
based club.
Still, it remains to be seen if Chelsea would pay the # 30m that the Express claims West Ham would want for the player, who has surely not done enough to justify that kind of transfer
fee based on
performances so far.
Ramsey joined Arsenal back in 2008 for a
fee of # 5m from Cardiff City but has never hit the peak of his
performances on a consistent
basis.
Based on
performances this season, Angel Di Maria looks a big waste of money for Manchester United in both transfer
fees and wages.
The Blues will receive an initial
fee of just under # 50million with another # 9million in possible add - ons
based on
performances.
Without any of the major information / entertainment options, our tester
based at $ 37,400; with the
performance package, which includes optional multistage heated front seats ($ 540), a $ 92 cargo mat, and a delivery
fee of $ 695, it leaves the lot for $ 43,682.
In case a share class is created after the fund's launch date, a simulated past
performance is used,
based upon the
performance of an existing share class within the fund, taking into account the difference in the ongoing charges and the portfolio transaction costs, and including the impact of any
performance fees if applicable.
The
performance information displayed here is calculated on a daily time - weighted
basis, including cash, dividends and earnings distributions, is presented «net of
fees,» and reflects the deduction of IB Asset Management advisory
fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.
Traditional wrap programs are
based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000,
fees between 1 % and 3 % of the net assets in the account, and «wrapped» services that include portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly
performance reports.
You can also find ETFs
based on
fees,
performance, yield or risk level.
While there are a few activelymanaged fixed income ETFs, for our purposes we'll focus on index -
based products, which generally seek to track the
performance of an index minus
fees and expenses, and make up the majority of bond ETFs out there.
An incentive
fee is
based on the CTA's
performance.
Any historical numbers, awards, and recognitions presented are
based on the
performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and is net of
fees and expenses.
Highly rated funds are defined as those funds that have a 4 - or 5 - star Morningstar rating.For each fund with at least a three - year history, Morningstar calculates a Morningstar Rating ™
based on a Morningstar Risk - Adjusted Return measure that accounts for variation in a fund's monthly
performance (including the effects of sales charges, loads and redemption
fees), placing more emphasis on downward variations and rewarding consistent
performance.
Rydex 2x S&P Select Sector Financial ETF (RFL) seeks to provide investment results that match 200 % of the
performance of the Financial Select Sector Index, before
fees and expenses, on a daily
basis.
That means that your spread rate is a
performance -
based fee that is debited from your account only if you make money.
Pacific Debt Inc.'s programs are
performance based; in other words, no
fees are collected until a settlement occurs.
Performance fee of 20 % over hurdle rate (2 - year Government of Canada Bond Yield plus 450
basis points).
The main reason we did that (even though they're all useless in predicting future
performance) is because publishing the
Fee -
Based Moderate Model's alpha number on the model demo help prove how well we usually outperform, and also settles the ageless debate, once and for all, that active investment management can consistently beat passive management, after trading expenses.
Our firm's advisory
fees will not be
based on a share of capital gains or capital appreciation (growth) of any portion of managed funds, also known as
performance ‐
based fees.
Any such
performance adjustment to the management
fee will be applied monthly
based upon the 36 - month rolling
performance of the fund versus the applicable index.
Fees on hedge funds can be quite high relative to other investments.Usuallytwo fees are charged; one is based on the total assets and can be in the 1 to 3 percent range, and the other is a performance fee that is based on all capital gains earned by the fund and can reach as high as 40 perc
Fees on hedge funds can be quite high relative to other investments.Usuallytwo
fees are charged; one is based on the total assets and can be in the 1 to 3 percent range, and the other is a performance fee that is based on all capital gains earned by the fund and can reach as high as 40 perc
fees are charged; one is
based on the total assets and can be in the 1 to 3 percent range, and the other is a
performance fee that is
based on all capital gains earned by the fund and can reach as high as 40 percent.
«Fund Return» is the
performance of a fund calculated
based on the actual income, capital gains or losses, and
fees experienced by that fund's portfolio over a specified period of time.
• Advisors can input annual investment management
fees charged to clients into the
Fee -
Based Model Linked Returns spreadsheet, and it recalculates historical
performance (accounting for past trades).
When deciding between taking an active or passive approach it seems unwise to compare the
performance of an index without
fees to that of a fund on an after -
fee basis.
While selecting mutual funds or ETFs, look at their
performance over the last 3 to 5 years on a monthly rolling
basis, their
fees structure and also ratings given by reputed rating agencies.
Any historical numbers, awards and recognitions presented are
based on the
performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes nonqualified discretionary accounts invested in since inception, July 1997, and are net of
fees and expenses.
Seeks to replicate as closely as possible the
performance of the S&P 500 Equal Weight Index, before
fees and expenses, on a daily
basis.
(1) A credit services organization, its salespersons, agents, and representatives, and independent contractors who sell or attempt to sell the services of a credit services organization may not do any of the following: (a) conduct any business regulated by this chapter without first: (i) securing a certificate of registration from the division; and (ii) unless exempted under Section 13 -21-4, posting a bond, letter of credit, or certificate of deposit with the division in the amount of $ 100,000; (b) make a false statement, or fail to state a material fact, in connection with an application for registration with the division; (c) charge or receive any money or other valuable consideration prior to full and complete
performance of the services the credit services organization has agreed to perform for the buyer; (d) dispute or challenge, or assist a person in disputing or challenging an entry in a credit report prepared by a consumer reporting agency without a factual
basis for believing and obtaining a written statement for each entry from the person stating that that person believes that the entry contains a material error or omission, outdated information, inaccurate information, or unverifiable information; (e) charge or receive any money or other valuable consideration solely for referral of the buyer to a retail seller who will or may extend credit to the buyer, if the credit that is or will be extended to the buyer is upon substantially the same terms as those available to the general public; (f) make, or counsel or advise any buyer to make, any statement that is untrue or misleading and that is known, or that by the exercise of reasonable care should be known, to be untrue or misleading, to a credit reporting agency or to any person who has extended credit to a buyer or to whom a buyer is applying for an extension of credit, with respect to a buyer's creditworthiness, credit standing, or credit capacity; (g) make or use any untrue or misleading representations in the offer or sale of the services of a credit services organization or engage, directly or indirectly, in any act, practice, or course of business that operates or would operate as fraud or deception upon any person in connection with the offer or sale of the services of a credit services organization; and (h) transact any business as a credit services organization, as defined in Section 13 -21-2, without first having registered with the division by paying an annual
fee set pursuant to Section 63J -1-504 and filing proof that it has obtained a bond or letter of credit as required by Subsection (2).
This is
based off net management
fees, and an annual «top - up» dividend
based on FY
performance is also intended, equating to a minimum 6.5 % dividend yield.
But in these cases, the funds have such a large shareholder
base, good
performance and low
fees that we felt compelled to include them.
Rankings of # 2 for NJBEST and # 3 for Franklin Templeton 529 College Savings Plan are
based on a universe of 55 direct and 30 advisor - sold plans, respectively, for Class A share
performance (including maximum sales charges and
fees).
To address the fear, Pantheon offers
performance -
based pricing on its fund - of - funds strategy: The firm earns a
fee when
performance exceeds the S&P 500 and returns money if it lags.