Sentences with phrase «plan asset growth»

Bonds also contributed to Canadian pension plan asset growth, earning 3.1 per cent in the quarter thanks to an early January rally.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

TORONTO — The 2013 - 14 financial year was an unusually strong one for the Canada Pension Plan Investment Board, which earned a 16.5 per cent annual return on the billions of dollars in assets it manages for the national retirement system, but its CEO cautions that level of growth likely won't soon be repeated.

Some of the most widely held mutual funds in 401 (k) plans, including the $ 116.1 billion Fidelity Contrafund and the $ 39.3 billion Fidelity Growth Company, have large tech stakes and big chunks of assets concentrated in their top five holdings.

Other goals remain close behind, including income production (4.1), asset value growth (4.0), tax purposes (3.7) and estate planning (3.5).

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

Because the business plan is funded through internally generated cash flows and opportunistic asset sales, Brixmor's focus (from a balance sheet perspective) is on continuing to extend its weighted average debt and opportunistically accessing the unsecured markets to drive EBITDA growth.

This could include setting targets for nominal GDP growth rather than inflation, investing in a wider range of risk assets, making plans to allow base rates to turn negative, and underscoring the importance of avoiding a new recession.

These forward - looking statements include, but are not limited to, statements regarding the anticipated timing, structure, benefits and tax treatment of the proposed separation of NHF's multifamily real estate assets and its other investments, and future financing plans, growth prospects and operating and financial performance.

The WV Council on STEM makes three strong recommendations: 1) Develop local capacity for STEM education across the state by establishing 3 - 5 Regional STEM Network HUBS; 2) Strengthen the public's awareness of STEM as a vital economic development advantage for quality job growth through an aggressive public engagement plan; and 3) Establish a virtual STEM clearinghouse to review current STEM resources and assets across the state to ensure alignment and eliminate redundancy.

Mirae Asset Emerging Bluechip Fund - Direct Plan — Growth - Growth — 1000 K 6.

To help preserve tax - advantaged growth of earnings and gain better control of your retirement assets, you can rollover retirement savings from workplace plans of former employers into Traditional or Roth IRAs.

You may want to gradually shift the balance between growth and Income (or what's known as your asset allocation) as you get closer to the age when you plan to retire.

The most important attributes of the right plan for your child combines flexibility in your (and her / his) future needs with sustainable compounding of asset growth and security of the assets in the savings account.

But asset allocators need to be more humble in their assumptions for financial planning and not assume that they can earn more than 2 % over the 10 - year Treasury, or over expected growth in nominal GDP.

Since I'm building passive income for early retirement as opposed to planning to use the 4 % rule, I aim for higher yields and dividend growth instead of total return for this portion of my assets.

The value investing part of your portfolio can serve as the long - term growth component of your overall asset plan.

We'll set the stage for your continuous financial growth with a mixture of various products including asset management, insurance plans, retirement plans, and equities.

1) Axis Long term Eqity fund - Growth - 1000 / - 2) Mirae Asset emerging Blue chip fund - Regular plan growth - 1000 / - 3) Reliance equity opportunities fund - 1000 / - 4) Sundaram select mid capregular plan growth - 10Growth - 1000 / - 2) Mirae Asset emerging Blue chip fund - Regular plan growth - 1000 / - 3) Reliance equity opportunities fund - 1000 / - 4) Sundaram select mid capregular plan growth - 10growth - 1000 / - 3) Reliance equity opportunities fund - 1000 / - 4) Sundaram select mid capregular plan growth - 10growth - 1000 / -

Mirae Asset Emerging Bluechip Fund — Growth / Direct Plan — 5000 / month.

Open - ended and Equity: Multi Cap --- Franklin India High Growth Companies fund Open - ended and Equity: Large & Mid Cap ---- Mirae Asset India Opportunities fund Open - ended and Equity: Large & Mid Cap ---- Birla sunlife frontline equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund PLAN A

Ask about anything from estate planning to stock options, and we'll create the investment strategy you need to continue the management and growth of your financial assets.

1) SBI Blue Chip Fund — Direct Plan — Growth — 10k 2) Mirae Asset Emerging Bluechip Fund - Direct Plan — Growth - Growth — 10tk

So with the way their code is hard - wired, they're not advocating using actual Asset allocation techniques to reduce risk via diversification, but instead just trying to make it easy for Reps to sell load funds, «According to your financial plan, you need to invest much more today into Income and Growth.

All Asset - Care plans include a guaranteed death benefit, guaranteed cash value growth and access to 100 % of the death benefit for qualifying long - term care expenses.

Second, Investment Company Institute research indicates that about 90 % of the growth in IRA assets from 1996 to 2008 was associated with rollovers from employer plans into IRA, and only about 10 % was associated with direct traditional IRA or Roth IRA contributions.

Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target - date funds built for large plans (those with between $ 100 million and $ 500 million) and mega plans (those with more than $ 500 million in assets under management).

«Retirement Markets 2015: Growth Opportunities in Maturing Markets,» focuses on trends in the $ 21.5 trillion retirement marketplace, including assets and growth projections in the different retirement segments — private / public defined benefit plans, private / public defined contribution plans, and the individual retirement account (IRA) mGrowth Opportunities in Maturing Markets,» focuses on trends in the $ 21.5 trillion retirement marketplace, including assets and growth projections in the different retirement segments — private / public defined benefit plans, private / public defined contribution plans, and the individual retirement account (IRA) mgrowth projections in the different retirement segments — private / public defined benefit plans, private / public defined contribution plans, and the individual retirement account (IRA) market.

He stressed the importance of diversification (typically during bad events) and says plan sponsors should question what kinds of things will protect them from the growth - oriented assets in their portfolios.

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

Hi Sreekanth, current portfolio Axis long term equity fund 2000 SBI Blue Chip fund direct plan — growth - 5000 Mirae asset emerging blue chip fund - 5000 Reliance tax saver - 5000

RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 2500 ICICI Prudential Foused Blue Chip — DIRECT GROWTH PLAN GROWTH OPTION — 5000 Birla SL Frontline Equity fund — DIRECT GROWTH PLAN GROWTH OPTION — 5000 Mirae Asset Emerging Bluechip Fund — DIRECT GROWTH PLAN GROWTH OPTION — 5000

MIRAE ASSET EMERGING BLUECHIP FUND — REGULAR PLAN GROWTH - 5000 per month 2.

A successful plan put into place during the wealth - building life span should address ways to maximize growth and tax - efficient distributions, as well as ways to leave retirement assets to the next generation.

Birla Sun Life Midcap Fund Growth Direct Plan — 2000 ICICI Prudential Value Discovery Fund Growth Direct Plan — 1500 Mirae Asset India Opportunities Fund Growth Direct Plan — 2000 DSP Black Rock Opportunities Fund Growth Direct Plan — 2500 SBI Blue Chip Fund Growth Direct Plan — 2000 IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500 Motilal Oswal MOSt Focused Multicap 35 Fund Growth Direct Plan — 1500 Franklin India Smaller Companies Fund Growth Direct Plan — 1500

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

SBI Magnum MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip Fund — Gr — rs. 2000 Birla Sun Life Frontline Equity Fund — Gr — rs. 2000 Birla Sun Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery Fund Gr — rs. 1000 UTI MNC Fund — Gr — rs500 Axis MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr — rs1000

«The continued adoption of the Vanguard way of investing, coupled with asset growth related to favorable financial markets, enables us to reduce the cost of investing for all our investors, from financial advisors and institutional investors to IRA savers and 529 plan holders,» said Vanguard CEO Bill McNabb, in a statement.

Author: Nathan J. Rowader Date: February 20, 2018 Category: Asset Allocation, Financial Planning Tags: bonds, correction, correlation, drawdown, economic growth, equity bear market, sentiment, volatility

The longer you plan to keep your assets invested in an IRA, the greater the potential benefit of that account's tax - deferred growth.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

Management plans achieve this by more efficiently deploying cash, targeting profitable growth and divesting non-core assets.

Time is inescapable, costs are very low in a properly structured plan, and the fact that you have to pay for the asset with after - tax dollars is the price paid to receive the tax - advantaged growth.

In developing the series of salary multipliers corresponding to age, Fidelity assumed age - based asset allocations consistent with the equity glide path of a typical target date retirement fund, a 15 % savings rate, a 1.5 % constant real wage growth, a retirement age of 67 and a planning age through 93.

Reliance Balanced Advantage Fund (formerly known as Reliance NRI Equity Fund) An Open Ended Dynamic Asset Allocation Fund - Growth Plan - Growth Option

Asset growth outpaced that of plan obligations, materially reducing the deficit for the first time in four years.

He will be responsible for Frasers Hospitality's asset management plans and enhancement initiatives to maximise investment potential and growth.

DERs can offer greater customer choice — the IESO has heard from some communities, through the regional planning process, a preference for DERs to address regional demand growth or to replace aging assets.

It is the means for pursuing ecological economic growth, building locally owned assets in the renewably powered economy and for the pursuit of social and ecological justice manifested in concrete plans and to take action as consumers, workers, business people, investors, neighbors.