Sentences with phrase «risk at their investment»

This allows investors to eliminate interest rate risk at their investment horizon by simply holding a bond until maturity.

Not exact matches

At last year's annual Morningstar investment conference, Bogle answered a question about passive management's rise being a major risk to the market this way:

«It's hard to see investors willing to take increasing risk ahead of a couple more weeks of trade discussions and negotiations to come,» said Matthew Miskin, market strategist at John Hancock Investments in Boston.

That's enough to carry Barrick's debt load, but the company's ability to make new investments and pay dividends to shareholders could be at risk — especially if gold prices stay low or fall further.

«Given (new CEO Christian Sewing's) background in credit risk and commercial banking it could be seen as a signal of a move from investment banking,» Colin McLean, managing director at SVM Asset Management, told CNBC in an email.

In January 2015, however, he told the board that other investors were asking to store bitcoin with him, and requested «a letter from LifeLock acknowledging that it would not stake claim to Casares» bitcoin storage vault or their bitcoins, and thereby place their investments at risk.»

«It's on the way» to junk status, said Carlos Gribel, the head of fixed income at private investment bank Andbanc Brokerage in Miami, adding the bonds still have room to fall before becoming attractive to investors with an appetite for risk.

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

«For people who have the risk tolerance, investing that money rather than paying off the mortgage is fine, but think about what would happen if the investments don't pan out and you still have to pay your mortgage,» says Craig Brimhall, vice president of Wealth Strategies at Ameriprise Financial.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

tweeted Howard Penney, managing director at Hedgeye Risk Management, a Connecticut - based research investment firm who recently shared his advice for McDonald's with Fortune.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Recently, Thomas Oberlechner, a founding partner and chief science officer at AltX, gave the example of how human - computer collaboration can enable investment decisions that are more closely aligned with people's decision style, investment preference, risk tolerance, crisis vulnerability, financial values, etc..

Franchisees might intentionally or inadvertently promote their established franchise brand as being a less risky investment than a mom - and - pop shop, putting them at risk for charges of fraud.

Those clients will have regular access to an E * Trade account team: «If they want someone to validate what they're doing and look at their risk profiles, those advisors can do that,» says Rich Messina, SVP of Investment Product Management.

«They ask themselves — 1) What I absolutely need to live on and therefore need to shield from investment risk; (2) What I need to make my investments grow at the market rate and beyond inflation so I can meet my future needs; (3) What do I dream about and need to take risks around in order to come true?»

Failure to do so not only puts the company at risk, but also reduces the chance of actually closing on an investment (desperate companies are far less appealing).

«We will have moved away from the old style boxes, like growth, value, large cap and so forth, and see these replaced by a series of risk factor - related products, like interest - rate sensitive products,» said Celia Dallas, chief investment strategist at investment consultant Cambridge Associates.

A couple of years later, Congress made exceptions to the loss rules, for example, allowing taxpayers to report losses from real estate investments even when their own money wasn't at risk.

In January 2015, Goldman Sachs (gs) said that at $ 70 / bbl, around $ 2 trillion of future investments all over the world were at risk.

She began her career on Wall Street in 2002 at age 17 in Citigroup's Corporate and Investment Banking division as a credit risk analyst.

Investors are suing Caine and Anish Parvataneni, a portfolio manager at LJM who previously worked for well - known fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure about the risks of LJM's investment approach.

Investors in target - date funds at work face a conundrum: They don't necessarily have the savvy to choose their own investments, but they may find themselves questioning their employers» appetite for risk — especially if they saw their balances drop sharply last month.

In other cases, to achieve the complementation benefits requires investments or knowledge exchange that would put one or both firms at more risk than they are willing to bear in an arms - length contract.

Dollar - cost averaging — buying the same value of stocks at regular intervals — is touted as a way to avoid market timing and reduce investment risk.

Jamie Bonham, manager of extractives research at NEI Investments, says such disclosure would help NEI better assess the risks of companies it invests in.

We are holding to our pre-election stance that this is not the time to be adding Italian risk,» said Paul Hatfield, Global Co-Chief Investment Officer at Alcentra, part of BNY Mellon Investment Management.

At the same time, smaller, private investors — who are often family, friends or other personal acquaintances — may be more likely to invest in your venture, but they need to realize that the investment comes with risk and they might lose their money, he says.

«The question from a financial stability point of view is whether or not those measures, to the extent they encourage more credit and more investment, may not buy some more growth today, but increase the risk of some disruption in growth further down the road,» Carolyn Wilkins, the Bank of Canada's senior deputy governor, said at least week's press conference.

INVESTORS are putting at risk millions of dollars by not carefully checking the viability of tax benefits of investment schemes before pouring in their hard earned money.

At financial institutions, where the firms» finances are the flip side of the investments they make, CFOs are also taking on more of the risk management function as well.

They invested a long time ago, and without your money their investment is «at risk.»

In January 2015, Goldman Sachs said that at $ 70 / bbl, around $ 2 trillion of future investments all over the world were at risk.

Risky Assumptions: A Closer Risk at Bearing Investment Risk in Defined Benefit Pension Plans.

This has perhaps come at the expense of earnings, but that is probably a worthwhile price to pay for medium - to longer - term comfort of a lower risk investment.

Understanding the lifecycle stage at which an investment will be made is paramount in accurately capturing the risks and return characteristics associated with that investment.

Billions of dollars in trade and investment will be at risk.

In short, because they pool longevity risk, can offer a well - diversified portfolio with longer - term investments, and are professionally managed, public pension funds deliver the same level of benefits as DC plans at only 46 percent of the cost.15 Any funds invested with the state pension fund would be kept in a separate investment pool from public sector funds.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

In other words, as a holding company, our job is executive oversight, support, setting risk management parameters, and putting the right people in the right places to align with our corporate strategy (if we own enough stock to control an investment, we can fire the managers and replace them at our own discretion).

Taken in this context, venture capital investing, while in isolation a risky investment style, can provide enhanced returns at a given level of risk.

If our financial system ever collapses (or just goes into crisis), these types of investments will be at high risk.

Prior to founding Starboard Value, Mark Mitchell was a Partner Managing Director at Ramius LLC and the co-founder and Head of Risk Management and Trading for the funds that comprised the Value and Opportunity investment platform.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

Bonds are also subject to reinvestment risk, which is the risk that principal and / or interest payments from a given investment may be reinvested at a lower interest rate.

«Recent federal and state investigations and litigation have raised questions as to whether the investment in unconventional assets in retirement accounts may jeopardize these accounts» tax - favored status and place account owners» retirement savings at risk.»

Indeed, market intelligence suggests there is further downside risk to investment at these still - low price levels.

Investors are suing Caine and Anish Parvataneni, a portfolio manager at LJM who previously worked for fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure about the risks of LJM's investment approach.

Our integrated, disciplined approach seeks to look at risk from every angle and at every phase of the investment life cycle.

As investment bank Jefferies explained in a note, «unexpected disruptions» — including undercapitalization of mines and the risk of labor strikes at Chile's Escondida, the world's largest copper mine — will likely add to supply constraints.