Sentences with phrase «retain investor assets»

Not exact matches

«Without that human presence to talk the investor off the ledge, will these firms retain their top client assets if the market goes down?»

With this discretionary investment management service, any assets contributed to an investor's account that Fidelity ® Personalized Portfolios do not elect to retain may be sold at any time after contribution.

It is important for retaining the asset mix that best reflects an investor's risk / return profile.

Over time, companies that retain earnings in cash merely sit on an asset that investors would rather have in their own pockets, safe from overactive managers and poor stewards of shareholder wealth.

** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

The loans will be purchased by institutional asset managers instead of individual investors and Upgrade will retain some loans on its own books.

If you were an average investor and held the average asset allocation of 2004 to 2007 and had an investment policy to retain that asset allocation through periodic re-balancing, then you would have been a net buyer of equity assets as securities market values collapsed in 2008 and early 2009.

General partner interests of MLPs are typically retained by an MLP's original sponsors, such as its founders, corporate partners, entities that sell assets to the MLP and investors.

● Token holders (including strategic investors and miners) seeking to post their assets as collateral in order to free up capital or earn income; ● Speculators and market - makers aiming to benefit from price volatility and to capture arbitrage opportunities; ● Early post-crowdsale entities with idle crypto assets, that could be lent against collateral, providing income generation; ● Tokenomy - powered / Tokenomy - anchored businesses demanding liquidity and liquidity management tools to deploy liquidity surpluses, or to cover liquidity gaps; ● Crypto investment funds seeking interest income through the lending of their portfolio assets (while retaining exposure); ● Crypto exchanges looking to provide more trading options to their clients.

According to Dodd - Frank risk retention rules that went into effect last December, sponsors and third - party investors of an asset - backed securitization are required to retain a 5 % interest in the transaction under the form of a vertical (5 % of each class), horizontal (5 % of the lowest bonds in the deal waterfall), or hybrid structural holding (combination of the vertical and horizontal structures equal to 5 %).