Sentences with phrase «significant investment assets»

An active investor is someone who has been investing for a while and probably has some significant investment assets.

Over time, this «secondary» income could grow to be a significant investment asset for the lower - income spouse.

Not exact matches

For all the hoopla surrounding the digital economy and virtual businesses, the success of many ventures still hinges on serious capital outlay; indeed, a recent benchmark report by the Business Development Bank of Canada identifies «significant» investment in fixed assets as a key variable that helps mid-size companies grow into large ones.

«KMI has many of the qualities Buffett looks for in his investments, including stable, fee - based assets which generate significant amounts of cash flow,» Morningstar Inc analyst Peggy Connerty said in an email, referring to Kinder Morgan's ticker.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

Companies have announced significant earnings pickups as a result of the lower tax rate,» said David Katz, chief investment officer at Matrix Asset Advisors in New York.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Claure also said Sprint has agreed it is best to move forward on its own with its assets «including our rich spectrum holdings, and are accelerating significant investments in our network to ensure our continued growth.»

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Depending on the opportunity and asset class, Hedgewood is prepared to make relatively small investments as well as significant equity commitments in any one transaction.

Highland Capital Management is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standarinvestment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance StandarInvestment Performance Standards (GIPS).

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

The Company's equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant influence.

Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.

Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments.

Still, the effect of asset write - downs can have a significant impact on the investment outlook for a company.

Many investors find that their most appreciated assets come in the form of real estate — a piece of raw land, an investment property or a vacation home — that has been held for a long period of time and could create significant capital gains taxes when sold.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

Until the 1970s, the investment landscape was largely dominated by wealthy individuals and families; this has since changed markedly, with professional investors now accounting for the largest share of investment activity, though it should be noted that these professionals manage significant mutual fund asset pools that are driven by retail investors.

Many times, this results because one particular asset class or investment has advanced substantially, coming to represent a significant portion of the investor's wealth.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

There is a very small chance that any individual investment you make will ever see a liquidation event, so when that coveted liquidation event does occur, it should have a chance of being big enough to offset a significant amount of losses in other investment you've made in the venture asset class.

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Onamia, Minn. — January 7, 2014 — Less than ten months after announcing that it had purchased more than half the hotel rooms in St. Paul, the Mille Lacs Band of Ojibwe's Corporate Ventures today announced another significant investment — this one a major redevelopment of an existing asset in its own backyard.

A new entity will hold the thermal assets which are currently held by VRA and make available a significant portion of this entity for private sector investment in pursuit of its private sector participation policy,» said the Minister

«Investment in these cherished state assets will ensure success for generations to come and bring significant economic and tourism activity to our state.»

This is found money for you and a very simple way to create a significant revenue stream from your financial asset — your book — thus helping to maximize the return on your investment.

Keeping a significant amount of investment assets in a child's name used to be a popular tax strategy, because it allowed investment income to be taxed at the child's presumably lower rate.

A hedge fund is a profitable investment option available for sophisticated investors including organizations, institutions and individual investors having significant assets.

However, you will likely want to re-balance prior to your next significant investment so you get both the intended (not drifted) asset allocation and any updates to the recommended ETFs.

Weaknesses or declines in the prospects for any industry sectors in which the Fund has significant investments may adversely affect the prices of these securities, thereby adversely affecting the net asset value of the Fund.

The firm launched its first set of private asset class pooled funds in April, 2014 leveraging the investment processes of Sun Life Assurance Company of Canada's own general account within a series of open ended pooled funds structured as Limited Partnerships, and by Sun Life becoming a significant co-investor in the Funds.

I recommend these forum conversations to anyone who has or intends to hold a significant portion of his or her personal investment asset portfolio in Vanguard's index funds, managed funds, and / or ETFs.

Candace has significant investment experience in addressing Sun Life Financial's invested asset portfolio and other credit - related activities as well as the management of investment portfolios, investment teams and governance functions.

While there are exemptions that allow you to keep assets like most household furnishings, clothing and a car valued at less than $ 6,600, if you have significant equity in your home (beyond the seizure limits set by Ontario exemption laws) or investments, bankruptcy may not be your best option.

That significant capital investment, while not reflected in earnings, still persists on the balance sheet (the «Carrying» column shows the assets as they are carried in the financial statements, and the «Liquidating» column shows our estimate of the value of the assets in a liquidation):

So you can have pretty significant assets — such as a paid - off home and a large investment portfolio — and still qualify for GIS, as long as you don't generate a lot of income.

investment products within the same asset class offer significant differences to the investor in terms of how effectively they manage tax liability.

Research suggests that asset allocation has a significant impact on investment returns.

During the period of consultation, the government heard that its proposals, which would have taxed investment income earned in a corporation at punitive total effective tax rates exceeding 70 per cent, could be very complex and the tracking of pre - and post-grandfathered assets would add significant administrative burdens on businesses.

Understanding the key business relationships, and who ultimately bears the risks for significant assets under development, is important for your investment decision.

If anything, once you have significant equity in the investment asset, it's more advantageous to buy than rent.

Under normal market conditions, the fund invests at least 80 % of its net assets (plus borrowings for investment purposes) in equity securities of companies that the sub-adviser («Sub-Adviser») believes have significant potential for capital appreciation, income growth, or both.

This type of investment is a great choice if you're more interested in protecting your assets, rather than realizing significant returns.

Let's take the Canadian portfolio, the most significant components of my investment assets.

By including asset categories with investment returns that move up and down under different market conditions within a portfolio, an investor can protect against significant losses.

Since then, Argo's assets under management have continued to decline, no significant fund realisations have been reported, fee receivables from three separate Argo - managed funds have been written - off, free cash flow has turned negative, additional shareholder funds have been invested in illiquid loans and investments, an emphasis of matter paragraph has been added to the most recent audit report, and the dividend has been eliminated.