Sentences with phrase «return needs of an investor»

Given the dim outlook for a traditional 60/40 balanced portfolio, emerging markets are one of the few assets with the upside potential to meet the return needs of an investor.

Not exact matches

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

But if you think of selling as explaining the logic and benefits of a decision, then everyone — business owner or not — needs sales skills: to convince others that an idea makes sense, to show bosses or investors how a project or business will generate a return, to help employees understand the benefits of a new process, etc..

Sometimes a startup is well funded but just can't seem to see a path of success like it thought and returns its money to investors, sometimes the market changes or the industry changes and now what was a «big» idea is only a feature but something need and so is true for the opposite when what was once a feature in time becomes a company.

It's going to take longer than that with equity crowdfunding simply because of the due diligence and information sharing that needs to occur when investors are buying a piece of a company and hoping to someday see a financial return.

The benefits: investors often get a higher rate of return on their investment and the entrepreneur gets a much needed cash infusion.

This is a social lending website that offers investors a fixed rate of return, and provides a list of vetted borrowers who need support.

Investors need a multi-asset class view of the markets, but they also need to understand the unique drivers of risk and return within each market.

Thanks to the power of compounding dividends and earnings growth, valuations of global developed stocks would need to fall by roughly 30 % over the next five years to generate negative returns for investors, our return assumptions suggest.

Mallouk, who is also a member of the CNBC Digital Financial Advisor Council, thinks investors should have enough bonds to meet their needs — and that is all, since returns are expected to be muted.

We are focused on delivering a range of products and innovative solutions for clients in need of new sources of return and new ways to manage portfolio allocation and risk,» said David Blumer, Global Head of BlackRock Alternative Investors.

Early in a company's life, an entrepreneur can make enough money to satisfy his own needs (though often not much of a return for the investor); to take a company from $ 50 million to $ 50 billion requires singular vision and dedication.

Bond returns currently may not be up to the challenge of meeting the anticipated retirement needs of U.S. investors, research finds.

We've identified 34 digital health companies on our Tech IPO pipeline list, alongside 6 digital health companies valued above a billion dollars (Zocdoc, Proteus Digital Health, 23andMe, NantHealth, Oscar, and GuaHao), many of which will need to go to public markets for further funding if late - stage investors continue to move further away from private markets as they did in Q4 ’15 (this may be a trend that's particularly pronounced in healthcare, where companies have much longer time horizons for returns).

Rather, our goal is to construct a portfolio that produces income and growth sufficient to meet the needs of the Fund's investors, and for the pattern of returns to be one which does not overly stress those investors.

SUMMARY Smart beta ETFs are based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Blackrock, a provider of active and passive

«These are also assets that may satisfy the emotional needs and passions of investors who are no longer comfortable putting more money into financial assets at zero return, but who face barriers to entry in acquiring high - value luxury items like art, or a 1955 vintage Porsche speedster or a vineyard.»

Usually, investors don't need much return to keep their money tied up for only short periods of time, and they need a lot more to keep it tied up for longer.

Post-GFC, the shift from relative return benchmarks to concrete outcomes tied to specific investor needs has also kept the utility of alternatives in view.

Without the ideal location and ideal tenant, many of those investors «will not get the kind of money they need to make returns,» said office and retail broker Norman Bobrow, who heads his own Madison Avenue - based firm.

In order words, an investor may be taking on more risk than needed to achieve a given level of return.

In the meantime, convertible notes can still serve as a mutually agreeable form of financing, quickly delivering much needed capital to startups and potentially large returns to investors.

Depending on the needs of the investor, there are funds that will give them the return they would like to achieve.

We need investors who want Ambitious returns... investors / owners who understand and are willing to underwrite a long term plan built on success (trophies) and a brand of football (attractive attacking football) which attracts supporters.

«We need to guarantee those private investors, especially if they're a pension fund, a rate of return,» explained Denise Richardson, the managing director of the General Contractors Association.

Since yield is an important component of a bond investment's total return, investors need to be able to answer this question in order to accurately assess whether an investment is right for them.

Since an average salaried investor already has some money lying in bank savings, bank fixed deposits and EPFO / NPS and these are all fixed income investments, while investing they should include these in their overall allocation and then determine whether do they require any more of fixed income return streams or do they need to look at Equities for their allocations.

Thanks to the power of compounding dividends and earnings growth, valuations of global developed stocks would need to fall by roughly 30 % over the next five years to generate negative returns for investors, our return assumptions suggest.

While there are different methods to compute a company's cost of equity, it is essentially the amount of return a company needs to provide on its shares, through dividends and appreciation, which will compel investors to purchase them and thus fund the company.

Bond investors need to realize that most returns of the bond market are earned at three times: first, after the nadir of the credit cycle, credit - sensitive bonds soar.

Valuation - sensitive investors who aren't total - return driven because of a need to justify fees to outside investors accumulate cash.

Given the growing number of products, data availability and academic research suggesting investors may not need to sacrifice return, one could argue it is no longer just a «feel good» exercise and that it has become more mainstream.

Nonetheless, investors need to know that returns are lumpy; it's quite capable of beating the S&P 500 for three or four years in a row, and then trailing it for the next three or four.

I believe that a typical investor needs to have the return from at least 25 percent of his portfolio to be predictable.

If you want to achieve higher rate of returns investing in stock market, you may need to be an active investor.

In order words, an investor may be taking on more risk than needed to achieve a given level of return.

Even if an investor does read about trailer fees and rate of return, they would still need to know what the numbers mean and if they are paying an amount appropriate to the service they are getting.

We are the first generation of investors who had available to them the research needed to turn stock investing into a high - return, virtually risk - free endeavor.

Either way, the majority of investors need bonds anyways because the lower returns are worth it to keep their portfolio stable.

While the returns of the dividend - paying universe are compelling in and of themselves investors also need to consider the risk per unit of return when constructing any portfolio.

Discount Rates — Capitalization rates are what an investor needs as his rate of return from the investment.

A short - term municipal bond strategy has provided a similar risk and return experience to the ladder options, and might be appropriate if the investor does not want to manage the maintenance of a ladder, or does not need the option of withdrawing proceeds from the investment on a regular basis.

* This rate of return is very much dependent on an individual investors risk tolerance, but ultimately, many financial planning studies cite 4 % as an acceptable withdrawal rate over a 30 year retirement with average inflation affecting recurring income needs.

(Small investors, like me, also need to be confident with the number because commission alone can shave quite a bit of the return.)

Advisors — and investors, for that matter — love to talk about potential returns, but you also need a realistic estimate of how much you could lose in the short term.

Any investor who has a need for a portfolio of a certain size within ten years or so needs to take the uncertainty of the return on stocks into account.

An investor needs to be aware of the interest rate environment, and the impact of increasing / decreasing rates on annuity returns, when deciding on making an investment into annuities.

In order to achieve returns like the 10 % average annual return of the Dow Jones, investors need to look for the lowest cost funds.

However, prospective investors would need to exercise their own judgment regarding the future return potential that Altisource Portfolio Solutions may be capable of providing.

c) Valuation - sensitive investors who aren't total - return driven because of a need to justify fees to outside investors accumulate cash.