Sentences with phrase «related asset classes»

LendEducate — Expert syndicated content that provides consumers advice and tips in lender related asset classes, and general financial literacy and guidance through the borrowing process.

However, a related asset class thrived during that crisis: managed futures.

Not exact matches

«This Queen Mary is not turning any time soon and will hold investment implications related to many asset classes for years to come.»

The recent collapse in oil prices has placed pressure on a range of asset classes related to energy.

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

These blog entries relate to gold as an asset class.

Dozens of worldwide volatility indexes can serve as valuable tools for investors who wish to gauge intraday and long - term sentiment changes related to a variety of asset classes.

RCM Alternatives has a great piece (HT Tadas) out outlining what the VIX is, the market for VIX related products, and how to think about volatility as an asset class.

They relate to the state of the economy, the attractiveness of various asset classes and how the Federal Reserve (Fed) should be judged in meeting its policy goals.

In their March 2016 paper entitled «Factor - Based Investing», Pim Lausberg, Alfred Slager and Philip Stork develop a «heat map» to summarize how returns for seven asset classes relate to six economic / market factors.

An asset class is a broad category of related securities.

Regarding diversification, this isn't strictly limited to being in various currency - related carry trades, but through diversification into other asset classes as well, including stocks, bonds, and real assets, such as gold or commodities.

Of course, if you're strictly a purist «index» investor, you can largely ignore the noise as it relates to making individual portfolio adjustments, apart from occasional rebalancing of asset classes.

Asset class style power rankings are rankings between Growth and all other U.S. - listed asset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yiAsset class style power rankings are rankings between Growth and all other U.S. - listed asset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yiasset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yields.

Risk and return are related and there are a number of higher - risk asset classes that could be added to the portfolio.

As mentioned in J.R.'s post: «While it is easy to relate the performance of preferred stock and long - term bonds to interest rate changes, the two asset classes have shown a low correlation to each other over the last three years.

It gains exposure to asset classes by investing in more than 100 futures contracts, futures - related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures, forwards and swaps; currencies and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments.

The degree to which asset classes are related also complicates this trade - off.

Valuations are as important in the performance of factors and smart beta strategies as they are in the performance of stocks, bonds, sectors, regions, asset classes, or any other investment - related category.

Chimera Investment Corp. is a specialty finance company, which operates as a real estate investment trust that invests through its subsidiaries in residential mortgage loans, residential mortgage - backed securities, commercial mortgage loans, real estate - related securities and various other asset classes.

In recent days I have been thinking more about a related problem — the problem that stocks in general are the best asset class.

Chimera Investment Corporation is a specialty finance company that invests in residential mortgage backed securities, or RMBS, residential mortgage loans, real estate - related securities and various other asset classes.

The Fund's Investment Manager (the «Manager») contractually caps certain direct expenses the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2021 for Institutional Class at 1.00 %, 1.36 % for Class A and 2.11 % for Class C (each as a % of average net assets).

Real estate property is an additional asset class, which creates some complications related to portfolio diversification.

Each share class represents an interest in the same assets of the Funds, has the same rights and is identical in all material respects except that (i) each class of shares may be subject to different (or no) sales loads, (ii) each class of shares may bear different (or no) distribution fees; (iii) each class of shares may have different shareholder features, such as minimum investment amounts; (iv) certain other class - specific expenses will be borne solely by the class to which such expenses are attributable, including transfer agent fees attributable to a specific class of shares, printing and postage expenses related to preparing and distributing materials to current shareholders of a specific class, registration fees paid by a specific class of shares, the expenses of administrative personnel and services required to support the shareholders of a specific class, litigation or other legal expenses relating to a class of shares, Trustees» fees or expenses paid as a result of issues relating to a specific class of shares and accounting fees and expenses relating to a specific class of shares and (v) each class has exclusive voting rights with respect to matters relating to its own distribution arrangements.

Institutional Class shares pay up to 0.25 % on an annualized basis of the average daily net assets as reimbursement or compensation for service and distribution - related activities with respect to a Fund and / or shareholder services.

In addition to his experience on the NLRB, Mr. Johnson has an extensive background in class action defense and traditional labor matters that will be an asset to employers needing assistance in collective bargaining or advice on labor matters related to mergers and acquisitions, arbitrations, union organizing campaigns, and federal and state injunctions.

We are often engaged in alternative investment - related arbitration and litigation matters due to our significant experience within various asset classes.

Property is the largest asset class in the world, and the ability of investors to gain immediate, inexpensive exposure to property without traditional transaction costs gives derivatives a significant advantage over more traditional property - related investment tools.

Rachael Oakes heads the «top - class practice» and «is a formidable lawyer», who acts for high - net - worth individuals in matters regarding cross-border assets, businesses, complex trust structures, tax and pension - related issues.

TransAlta Corporation v. Canada, 2012 FCA 20 — Appellate counsel to a major power company in its successful appeal relating to a taxpayer's right to allocate sale proceeds between asset classes on the sale of a business.

Our Commercial Real Estate team provides practical, efficient, ongoing advice to a diverse group of commercial real estate clients for all transaction types relating to all asset classes.

He advises sophisticated private fund managers across all asset classes in their most complex, high - value transactions, including fund formation and ongoing investment - related advice.

In a move that underlines the company's growing interest in the emerging new asset class, Cboe Global Markets have requested the United States Security and Exchange Commission (SEC) to list six bitcoin - related exchange - traded funds (ETF).