Sentences with phrase «sales of investor assets»

The purchase and sale of options and the sale of investor assets may produce tax consequences for U.S. taxpayers.

Not exact matches

But instead of rebounding, assets under management shrank over the following years, as sales lagged, investments soured and investors pulled their money — to a total of $ 210 million as of Sept. 30, 2014.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

There are three critical issues to consider in creating a strong brand and raising assets in today's competitive environment: the quality of the fund offering, the investor's perception of the quality of the fund offering, and the marketing and sales strategy.

Basically, what is happening is Bitcoin Suisse, a leading digital asset management company, will be able to help investors buy into the Jibrel token sale through the use of the US dollar, British pound, Euro, and many other standard fiat currencies.

Sale of capital assets such as property, gold, and bonds: in this case, the Capital Gains Tax is charged at the same rate as that of the investor's or the taxpayer's income tax slab rate.

The new trends of worsening credit quality and central bank asset sales are important for investors because they speak to the most appropriate asset allocation for where we are in this market cycle and the world's rising political risks.

Individual investors hoping to buy fund shares for their IRA have to convert to an advisory account, which charges a a fee based on the amount of assets under management rather than on sales commissions.

Although the yield may jump around a bit (12.5 % at present) and is contingent on the timing of asset sales, we expect investors to receive a hefty high single - digit to low double - digit return for quite some time.

Roundup By Thomas Clouse Capital idea: Investors can now buy futures China's economy grew by 11.9 % in the first quarter of the year, its fastest rate in three years, as retail sales jumped 17.9 % and fixed asset investment...

Not only is the billionaire investor sequestered (albeit in a gilded hotel), but his assets are completely frozen, according to a source familiar with talks about the sale of the Plaza.

If a U.S. Holder elects to treat a Fund as a QEF, then any future gain from the sale of securities of the Fund will qualify for capital gain treatment (assuming the U.S. investor holds the securities as a capital asset).

Accelerated Cost Recovery System (ACRS) Acceptance, Waiver, and Consent Procedure Account Guarantee Acknowledgment Accredited investor Accretion Accumulation period Accumulation units Acid test ratio ACRS Actively traded securities Additional bond test Additional takedown Adjustment bonds ADR Ad valorem taxes Advance / decline ratio Advertising Adviser's client account Affiliated Persons Affirmative defense Affirmative determination Agency sales ticket Agency transaction Agent Aggregate indebtedness Agreement among underwriters Agreement of limited partnership Aggregate exercise price Alpha All - or - none All - or - none underwriting Alternative minimum tax Alternative orders Alternative trading system American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation Transaction (ACT)

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

Investors can withdraw their money from a mutual fund by selling, or redeeming, all or part of their mutual fund units on any business day at the net asset value (less any applicable sales charges).

(Value investors like to buy lots of assets for low prices while growth investors prefer firms with good sales and earnings growth.)

Taxpayers are required to report the sale of capital assets on their Form 1040 individual income tax returns using Schedule D. Financial institutions provide some help by reporting the transaction to both investors and to the IRS.

The menu also includes ideas from 30 or so «experts,» including price - to - sales innovator Kenneth L. Fisher of Fisher Investments, value investor Joel Greenblatt of Gotham Asset Management, and quantitative pioneers James O'Shaughnessy of O'Shaughnessy Asset Management, and Investor's Business Daily Founder Williaminvestor Joel Greenblatt of Gotham Asset Management, and quantitative pioneers James O'Shaughnessy of O'Shaughnessy Asset Management, and Investor's Business Daily Founder WilliamInvestor's Business Daily Founder William O'Neil.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

As previously disclosed on October 23, 2009, in conjunction with the sale of a substantial portion of the assets of D.A.W., Inc. («DAW»), a wholly owned subsidiary of Nyer Medical Group, Inc. («Nyer»), to Walgreen Easter Co. (the «WAG Transaction) and the sale of the stock of DAW to certain management investors (the «DAW Stock Transaction»), the Board of Directors of Nyer approved the liquidation and dissolution of Nyer pursuant to a Plan of Dissolution (the «Plan of Dissolution»), subject to obtaining shareholder approval of the WAG Transaction, the DAW Stock Transaction, and the Plan of Dissolution (the «Transactions»).

% of AUM, activist investors, alternative assets, asset managers, catalyst, earnings growth, Goldman Sachs, hedge funds, P / B Ratio, P / E ratio, P / S Ratio, Price / Sales, REIT / MLP sector, short sellers, takeover offers

The increase in capital required to fund the sale of the additional bonds inevitably comes from other asset classes, resulting in an increase in the rate of return for all assets across the risk curve as investors sell other assets to re-weight their mix of holdings toward bonds.

The Bloomberg Barclays U.S. Aggregate Bond Index (the «Index») is designed to measure the performance of the U.S. dollar denominated investment grade bond market, which includes investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investors Service, Inc., Standard & Poor's Financial Services, LLC, and Fitch Inc.) government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and other asset backed securities that are publicly for sale in the United States.

The Bloomberg Barclays U.S. Aggregate Bond Index provides a measure of the performance of the U.S. dollar denominated investment grade bond market, which includes investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investor Service, Inc., Standard & Poor's, and Fitch Inc.) government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and asset backed securities that are publicly for sale in the United States.

Using monthly fund data supplied by the Investment Company Institute, DALBAR's Quantitative Analysis of Investor Behavior (QAIB) calculates investor returns as the change in assets after excluding sales, redemptions, and exInvestor Behavior (QAIB) calculates investor returns as the change in assets after excluding sales, redemptions, and exinvestor returns as the change in assets after excluding sales, redemptions, and exchanges.

One of the sweetest and most profitable pleasures of successful investing is to buy high - quality «value stocks» (or stocks that are reasonably priced, if not cheap, in relation to their sales, earnings or assets), then hold on to them as investors recognize the value and push up the share price.

While many investors, realtors, and homeowners are familiar with a short sale transaction where the property is sold at a loss by bank with the institution taking a loss on the underlying note and or asset, most people don't realize that banks have been doing something very similar since the beginning of banking.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

Every bank offering includes a family of funds that are meant to operate as a standalone portfolio, with a target asset allocation and automatic rebalancing to that target, available to retail investors through the branch mutual fund sales force.

The reason Investment Dollar Cost Averaging is so popular, is because it's a proven sales technique, most investors don't understand asset allocation, and so when they think of «the market,» they're only thinking about the U.S. stock market (S&P 500 type stocks).

That involved separating its gas distribution business and transferring all of its contracts, assets and liabilities into a newly formed holding company, paving way for the sale of a 61 % equity stake of the business to a consortium of international investors and implying an enterprise value for the gas distribution network of about # 13.8 bn.

Taylor - Busch attorneys represent buyers, sellers, management and investors in all types and sizes of transactions, including mergers, stock sales, sales of assets, corporate reorganizations and restructurings, joint ventures and partnerships.

We help investors with their transactions throughout the entire cycle of their real estate investments, including asset protection, syndication, joint ventures, entity formation, purchase, loan documents, commercial leases, construction documents, easements and eventual sale.

A former winner of the Law Awards of Scotland's «Corporate Lawyer of the Year», Austin's corporate and commercial practice mainly advises owner - managed SMEs and has particular expertise in private equity / angel investment (advising investees as well as investors), company share / asset sales and purchases, joint ventures, corporate restructurings, contractual commercial matters (agency, distribution and franchising etc), IP, IT and data protection.

Our attorneys represent businesses and investors in all aspects of mergers and acquisitions, consolidations, combinations, and asset sales.

Also known as token sales, this new fundraising phenomenon is fuelled by a synergistic convergence of Blockchain technology, new wealth, clever entrepreneurs and crypto - investors backing Blockchain - fuelled ideas that are raising funds by creating their own cryptocurrencies and offering discounted rates on digital assets before they hit the cryptocurrency exchanges — sometimes up to 40 per cent.

The platform, aimed at miners, projects that made their token sales, traders, investors, and exchanges, will allow holders of crypto assets to gain access to loan - based financial services, using cryptocurrency as collateral

A controller is the company's chief accounting officer and bears responsibility for preparing financial statements, business plans, budgets, taxes, compliance certifications and special projects such as planning short - and long - term business strategies, business acquisitions, sales of assets, company mergers and securing financing or investors.

Prepared valuation analyses and cash flow models on prospective acquisitions using ARGUS; and recorded acquisition / sale of 1031 properties on multiple entities Prepared quarterly financial reports for tax auditors using QuickBooks, including all supporting schedules for 10 - K and 10 - Q filings Created / Maintained lease briefs for newly acquired assets and performed due diligence for prospective acquisitions Managed and reconciled cash for company and 1031 exchange properties; and acted as primary contact for all treasury management issues Filed annual business property statement and recorded estimated income tax payments — state and federal Created accounting procedures manual and supervised / trained assistants to perform accounts payable tasks Consulted with property accountants to resolve discrepancies in monthly financial reports Provided executives, shareholders, lenders and investors with monthly, quarterly and annual financial reports Ensured compliance with loan covenants and tenant in common (TIC) agreements

Two Kings Tickets (New York, NY) 07/2006 — 12/2007 Director of Business Development / Partner • Authored business plan, launched, and grew corporate sales from $ 0 to $ 500,000 in first year • Created marketing plans and sales goals focused on acquisition of corporate concierge services and social clubs • Negotiated deal to acquire over $ 400,000 of inventory at a discounted rate, saving the company over $ 100,000 • Mentored partners on best practices of establishing business goals focusing on efficiency and revenue growth • Worked with VIP Desk to increase revenue from secondary ticket sales through increased focus on customer service • Designed and implemented a targeted direct marketing program to enhance and better focus sales initiatives • Managed sale of company and assets to investors

«Increasing sales activity continues to be the lead story as more investors look to sell their assets to capitalize on the apex of the market,» per the report.

As investor sentiment rebounds, there is a large amount of equity capital chasing a relatively constrained supply of for - sale core assets.

closed on the sale of 499 Park Avenue in New York City to an institutional fund managed by American Realty Advisors and the sale of 425 Lexington Avenue to institutional investors advised by J.P. Morgan Asset Management for a combined sales price of more than $ 1 billion.

The Westfield Group's sale of a 45 percent stake in its U.S. malls to Canada Pension Plan Investment Board (CPPIB) showcases once again institutional investors» appetite for core retail assets in the United States.

Office investment sales are gaining traction as a new wave of buyers have emerged, bidding up pricing for core assets and driving investors to second - tier markets in their search for higher yields...

One of the main drivers for that business is the investment sales market, with value - add and opportunistic investors acquiring assets to reposition and sell.

Meanwhile, on June 11, Glimcher announced that it had terminated a previous contract with a group of private investors and entered into a new contract for the sale of 22 community center and single - tenant assets (approximately 4.2 million GLA) for a purchase price of approximately $ 200 million, the proceeds from which are expected to pay down debt and fund additional investments in the regional mall portfolio.

Sales of retail properties continue to accelerate, with most investor groups now on the lookout for attractive retail assets, according to the most recent report from Real Capital Analytics (RCA), a New York City - based research firm.

It is extremely important that investors always review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors before proceeding with any sale of assets or property.

Unlike foreclosures or short sale listings, well priced inventory homes are plentiful so the investor can focus on which asset offers the best package of location, price, amenities and incentives, instead of getting into an ego war with twelve other bidders.