When fund assets fall, these fixed costs will
rise as a percentage of assets, tending to boost a fundâ $ ™ s expense ratio.
Revocable living trusts are usually a minimal first step toward protecting loved ones from the hassle and expense of a probate administration and this is especially important for high net worth households because probate costs
rise as a percentage of asset values.
Not exact matches
The dollar revenue
of interest earnings is
rising, this due to the growth
of bank balance sheets, but there is no corresponding expansion
of income
as a
percentage of earning
assets.
Once rock - solid corporate balance sheets have weakened
of late
as debt
as a
percentage of assets and debt
as a multiple
of available cash flow have both
risen to levels last seen before the peak
of the US housing cycle in 2007.
The same report said that passively managed
assets as a
percentage of all managed
assets had
risen to 37 %.
Still, the Fed also earns an interest spread between its
assets and its liabilities, providing about 3 % annually (
as a
percentage of assets) in excess interest to eat through, which would allow a further 50 basis point
rise in interest rates over a 12 - month period without wiping out that additional cushion.
Roughly a third
of U.S.
assets are now invested this way, but the
percentage is
rising fast
as cash increasingly flows out
of active funds and into passive vehicles.
The proportion
of asset value in the equities
asset class
rose about 5
percentage points,
as the business / economic cycle and securities market cycle advanced and matured.