Sentences with phrase «risk factor investing»
But the emergence of risk factor investing and the evolution of traditional indexes have opened up fresh opportunities to bring a human touch to evolve what has traditionally been considered the passive space.
https://www.libertyshares.com/ Not exact matches
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.
From an asset manager's point of view, «we believe that the proper use of sustainability or ESG factors enlarges your view of the company you're investing in, helps you manage risk, and is going to be helpful to you in identifying companies that are going to deliver excess returns for your clients,» says Bertocci.
Carefully consider the Funds» investment objectives, risk factors, and charges and expenses before investing.
Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments; investments in emerging markets involve heightened risks related to the same factors.
In all private investing, manager selection and due diligence are critical steps in the investment process and are important factors in obtaining superior returns and in risk management; impact investing funds are no exception.
Investors should take this into consideration and carefully assess all factors such as risks, investment objectives and fees in conjunction with performance history before investing in the Fund.
Factor investing is a way for investors to try to capitalize on a market anomaly or capture a risk premium.
The Fund invests by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics.
categories: Indexes, Americas, EMEAI, Factor and Risk Modeling, Investing (Investment Management), Portfolio Construction and Optimization, Asia Pacific, Asset Owners, Hedge Funds, Equities, Research Paper, CHIA Chin - Ping, Asset Managers (Quant or Fundamental), BARMAN Subhajit, HUNG Raphael, LIM Eugene, MUTHUKRISHNAN Anand
In an ongoing series of white papers, which started with «Finding Value: Understanding Factor Investing,» MSCI Research is exploring factors that identify specific risk exposures with the potential for an accompanying premium.
Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.
When investing in corporate bonds, investors should remember that multiple risk factors can impact short - and long - term returns.
Factors that could cause actual results to differ materially from those expressed or implied in any forward - looking statements include, but are not limited to: changes in consumer discretionary spending; our eCommerce platform not producing the anticipated benefits within the expected time - frame or at all; the streamlining of the Company's vendor base and execution of the Company's new merchandising strategy not producing the anticipated benefits within the expected time - frame or at all; the amount that we invest in strategic transactions and the timing and success of those investments; the integration of strategic acquisitions being more difficult, time - consuming, or costly than expected; inventory turn; changes in the competitive market and competition amongst retailers; changes in consumer demand or shopping patterns and our ability to identify new trends and have the right trending products in our stores and on our website; changes in existing tax, labor and other laws and regulations, including those changing tax rates and imposing new taxes and surcharges; limitations on the availability of attractive retail store sites; omni - channel growth; unauthorized disclosure of sensitive or confidential customer information; risks relating to our private brand offerings and new retail concepts; disruptions with our eCommerce platform, including issues caused by high volumes of users or transactions, or our information systems; factors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled cFactors that could cause actual results to differ materially from those expressed or implied in any forward - looking statements include, but are not limited to: changes in consumer discretionary spending; our eCommerce platform not producing the anticipated benefits within the expected time - frame or at all; the streamlining of the Company's vendor base and execution of the Company's new merchandising strategy not producing the anticipated benefits within the expected time - frame or at all; the amount that we invest in strategic transactions and the timing and success of those investments; the integration of strategic acquisitions being more difficult, time - consuming, or costly than expected; inventory turn; changes in the competitive market and competition amongst retailers; changes in consumer demand or shopping patterns and our ability to identify new trends and have the right trending products in our stores and on our website; changes in existing tax, labor and other laws and regulations, including those changing tax rates and imposing new taxes and surcharges; limitations on the availability of attractive retail store sites; omni - channel growth; unauthorized disclosure of sensitive or confidential customer information; risks relating to our private brand offerings and new retail concepts; disruptions with our eCommerce platform, including issues caused by high volumes of users or transactions, or our information systems; factors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled cfactors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled company.
Such an offer or solicitation may only be made by delivery to a prospective investor of formal offering materials, including subscription or account documents or forms, which include detailed discussions of the terms of the respective product, vehicle, service or instrument, including the principal risk factors that might impact such a purchase or investment, and which should be reviewed carefully by any such investor before making the decision to invest.
Investors want to minimize risk and invest in the new thing, with economic factors dominating.
Factor exposure should be considered a source of returns as well as of risk Factor biases can be measured top - down or bottom - up The results of the two approaches do not necessarily reconcile INTRODUCTION Factor investing has become immensely popular in recent years and assets in smart beta products
This is a much disciplined model and it allows money to be invested without as much risk because of the removal factors it has in place to such as projections of the future or emotion excesses.
[6] Do keep in mind though that investing in 25 startups doesn't guarantee you will achieve results similar to the Correlation Ventures study and that «sufficient diversification» is ultimately dependent upon a number of factors including the number of startups in your portfolio, industry representation, stage, risk appetite, et al..
Hard work, education, smart investing, frugality, risk taking, and plain ol' luck were some of the main factors ultra-high-net-worth investors used to describe themselves when surveyed by the Spectrem Group.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing.
International investing involves special risks not present with U.S. investments due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards.
On the other hand, if your investing timeline is shorter, then market volatility does turn into a risk factor.
There are a number of factors to consider when thinking about your own investing risk tolerance.
We remind investors that we believe in a focus on investing for the long term, based on one's unique goals, situation, risk preferences and other factors.
If anything, the first few weeks of the year have served as a valuable reminder that investing in public markets is inherently volatile and that our main defense against that volatility is to diversify our risk exposures by owning a variety of asset classes and risk factors.
This allows us to mitigate risk and deploy that cash when stocks look attractive per our model, which focuses on factors like high returns on invested capital, sales per share growth and dividend per share growth.
Since Olymptrade provides its members with a chance to invest in small amounts, the amount of available and tradeable assets is low, which helps greatly in reducing the risk factor when using Olymptrade's services.
In their October 2014 paper entitled «Factor Investing in the Corporate Bond Market», Patrick Houweling and Jeroen van Zundert develop and test a four - factor (size, low - risk, value and momentum) model of future corporate bond reFactor Investing in the Corporate Bond Market», Patrick Houweling and Jeroen van Zundert develop and test a four - factor (size, low - risk, value and momentum) model of future corporate bond refactor (size, low - risk, value and momentum) model of future corporate bond returns.
Carefully consider the iShares Funds» investment objectives, risk factors, and charges and expenses before investing.
Less drastically, to be sure, but in each case the effect has been similar: confidence in the market for renewables undermined; companies less likely to invest and a risk premium factored in and at least partly passed on to the rest of us.
On the contrary, by investing in multiple assets, the risk factor is minimized.
Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.
Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment and data center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.
Carefully consider the funds within the model portfolios» investment objectives, risk factors, and charges and expenses before investing.
Consider these risks before investing: Bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention, and factors related to a specific issuer or industry.
Mutual Funds Workshop: Risk factors to consider before investing in riskless Treasury bond funds.
Later, we will add other investing factors such as tax - efficiency and fees, but for now let's finish risk versus reward.
In my opinion, that means they should have a fixed claim on principal repayment, with risk - based capital factors high enough to take away the incentive invest too much in non-investment grade fixed income claims.
Investing on commodities is not without risks, as their prices can be affected by various factors which are often difficult to forecast, such as the weather or natural disasters.
Consider these risks before investing: Stock and bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, factors related to a specific issuer or industry and, with respect to bond prices, changing market perceptions of the risk of default and changes in government intervention.
Consider these risks before investing: The value of stocks in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions and factors related to a specific issuer, industry or sector.
Consider these risks before investing: Bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, changing market perceptions (including perceptions about the risk of default and expectations about monetary policy or interest rates), changes in government intervention in the financial markets, and factors related to a specific issuer or industry.
The first model that initiated the conversation on factor investing was the Capital Asset Pricing Model (CAPM) suggesting that a single factor — market exposure — drives the risk and return of a stock.
Discover some of the risks involved in investing in high - yield stocks, and learn about some of the factors that you should consider before investing.
Consider these risks before investing: Stock values may fall or fail to rise over time for a variety of reasons, including general financial market conditions and factors related to a specific issuer or industry.
The complexities of investing involve cyclical risk, macro and micro economic factors, understanding financial statements and their notes, cash flow forecasting - discounting, market timing, and a host of other details Wikipedia is much more helpful at detailing.
In this respect, annuities do a very good job at covering two of the important factors in saving and investing: covering your risk tolerance and matching your time - horizon.
We believe that this type of risk control provides investors with a much less stressful investing experience and helps them to stay invested for the long run; one of the key success factors for investing.
Consider these risks before investing: Stock values may fall or fail to rise over time for several reasons, including general financial market conditions and factors related to a specific issuer or industry.