Sentences with phrase «performance investing the assets»

I have the assets to pay the debt, just getting better performance investing the assets than I am paying off the debt.

Not exact matches

The belief that venture capital performance has been poor, and a desire to diversify internationally, have prompted many institutional investors to move their money out of the asset class, leaving «fewer and fewer venture funds with less and less to invest,» says Steve Hurwitz, a Boston - based lawyer and co-founder of an annual venture capital conference in Quebec City.

a scheme to defraud investors and potential investors in MSMB Healthcare by inducing them to invest in MSMB Healthcare through material misrepresentations and omissions about, inter alia, the prior performance of the fund, its assets under management and existing liabilities; and then by preventing redemptions by the investors through material misrepresentations and omissions about, inter alia, the performance of the fund and the misappropriation by SHKRELI and others of fund assets; and

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and can not eliminate the risk of investment losses.

In its annual list, S&P Global Platts ranks energy firms according to four metrics of financial performance — asset worth, revenues, profits, and return on invested capital.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

The indictment alleged that Shkreli induced investors to invest in the hedge funds through material misrepresentations and omissions about prior fund performance and the amount of assets under management, among others.

The reference does not guarantee performance or a safeguard from loss of principal by investing in that asset.

Asset Managers Must Adapt to Low - Fee World The shift to passive investing tools, namely ETFs, means investors pay less for performance — good for pensioners, not so much for asset manaAsset Managers Must Adapt to Low - Fee World The shift to passive investing tools, namely ETFs, means investors pay less for performance — good for pensioners, not so much for asset manaasset managers.

In its seventh edition, this state of the market report presents investors» perspectives on key issues important to the impact investing industry, as well as analysis of their investment activity, asset allocations by geography, sector, and investment instrument, impact measurement practice, and performance.

Consider these risks before investing: Our allocation of assets among permitted asset categories may hurt performance.

Clients investing in any of the Smart Beta portfolios can view the actual performance of their investments by logging into their IB Asset Management account and reviewing their customized dashboard.

Q: In your Vanguard taxable portfolio page, you leave out domestic and international real estate... for someone who wants to invest in a taxable account, wouldn't the high dividends and the traditionally strong performance of this asset class outweigh their less favorable tax conditions?

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.

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

Consider these risks before investing: Allocation of assets among asset classes may hurt performance.

Although these products are tied to the performance of indexes, assets are not directly invested in stocks, bonds, mutual funds, or index funds.

Having said that, we find validity in WHT differential as a significant driver of performance when investing in high yielding assets.

Asset performance impacts the overall value, and many investors prefer to invest more aggressively at younger ages and more conservatively as they approach retirement age.

Rather than choosing individual assets, you invest in index funds and ETFs that follow the performance of specific groups of assets.

Clients may restrict any of the stocks or other securities traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, i.e., worse or better, than IB Asset Management's account managing the portfolio or other client accounts invested in the same portfolio.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

As an alternative to investing directly in various assets like stocks or bonds, some ETFs gain exposure to the performance of those assets primarily through the use of derivatives like forwards and futures.

Generally, by investing in a number of different assets, a mutual fund can lower your risk because your money is not dependent on the performance of a single investment.

Before investing, check the historic performance of the mutual fund scheme, the asset manager's investment decisions, fund returns and so on.

The actual performance of the manager account displayed on this page is based on the performance of an IB Asset Management proprietary account invested using this strategy and is calculated by IB Asset Management on a daily time - weighted basis, including cash, dividends and earnings distributions.

It invests at least 80 % of the value of its net assets, plus any borrowings for investment purposes, in bonds of Asian issuers, and derivatives that reflect the performance of bonds of Asian issuers.

Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their IB Asset Management account and reviewing their customized dashboard.

Clients may restrict any of the stocks or ETFs traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, worse or better, than (a) IB Asset Management's account managing the portfolio or (b) other client accounts invested in the same portfolio.

The actual performance for this portfolio is presented «net of fees» and reflects the deduction of the IB Asset Management advisory fee, Interactive Brokers LLC brokerage and other commissions and expenses that a client has to pay if he invests in this portfolio after the launch date.

In fact, what I want to say is that with lifecycle fund, there are many factors beyond the cost and performance to consider when deciding which one to invest and one particularly important is the fund's underlying asset allocation.

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

When you invest in a wide range of assets, you reduce the risk significantly reduced since the performance of one investment is less likely to impact the entire investment.

If you don't have a proper asset allocation or if you chase performance or if you don't invest for the long - term, indexing could end up being as harmful as active management.

AIM stocks, Alternative Asset Opportunities, Asta Funding, benchmarking, correlation, fear and greed, hedge funds, home bias investing, KWG Kommunale Wohnen, Petroneft Resources, portfolio allocation, portfolio performance, Richland Resources, Saga Furs, Tetragon Financial Group, Titanium Asset Management, US Oil & Gas

Alternative Asset Opportunities, Argo Group, benchmarking, Brexit, Donegal Investment Group, Fortress Investment Group, JPMorgan Russian Securities, KWG Kommunale Wohnen, Newmark Security, portfolio performance, Rasmala, Saga Furs, Tetragon Financial Group, value investing, VinaCapital Vietnam Opportunity Fund, Zamano

alternative assets, Argentina, Argo Group, Avangardco, Baker's Dozen, diversification, dividend yield, EIIB, frontier markets, hedge funds, home bias investing, Irish shares, JPMorgan Russian Securities, NAV discount, Petroneft Resources, portfolio allocation, portfolio performance, Renaissance Russia Infrastructure Equities, Richland Resources, Russia, Sirius Real Estate

Alternative Asset Opportunities, Argo Group, Bloomberg Euro 500, Donegal Investment Group, EIIB, FTSE 100, ISEQ, KWG Kommunale Wohnen, Newmark Security, NTR plc, One51, portfolio performance, S&P 500, takeover offers, Universe Group, value investing, Zamano

Alternative Asset Opportunities, Argo Group, Bloomberg Euro 500, emerging markets, FTSE 100, FTSE AIM All - Share, ISEQ, NTR plc, portfolio allocation, portfolio performance, S&P 500, Saga Furs, value investing, VinaCapital Vietnam Opportunity Fund, Zamano

Alternative Asset Opportunities, Avangardco, checklists, CLOs, correlation, European Islamic Investment Bank, FBD Holdings, Fortress Investment Group, German property, home bias investing, KWG Kommunale Wohnen, Petroneft Resources, portfolio allocation, portfolio performance, quantitative easing, Richland Resources, risk aversion, Sirius Real Estate, Tetragon Financial Group

The S&P Europe 350 showed an impressive one - year return of 18.6 %, while euro - denominated active funds investing in pan-European equities underperformed, with an average asset - weighted performance of 17.6 %.

1) You will always be worse than the best performing asset class (and you will always compare your performance to the best asset class, because your brain is terribly designed for investing).

This also preserves balanced diversification, maintains a higher degree of the percent of assets invested in the market and helps reduce tracking error in the performance of the fund / account.

My view is that requiring a manager invest almost all of his spare assets in his strategies is a far more effective means of aligning interests than a performance fee, because it discourages taking undue risk.

For example, digital asset allocation tools will take into account your investment horizon and risk tolerance, and you can use criteria including price and performance to select the funds you want to invest in.

Topics include: Evaluating your investment strategy, investing in low interest rates, hedge fund performance and asset allocation for young investors.

These metrics allow this group of investors with access to extraordinary financial assets and ability to invest large sums of money to track current and historical market performance by a particular size, investment style and a wide range of additional market characteristics.

Although it is still too early to determine how Greenbackd's strategy of investing in undervalued asset situations with a catalyst is performing, we've set out below a list of all the stocks we've included in the Greenbackd Portfolio and the absolute and relative performance of each at the close on the last trading day in our first quarter, Friday, February 28, 2009: