Sentences with phrase «similar asset investments»

This alpha is also best used when comparing performance of similar asset investments.

This alpha is also best used when comparing performance of similar asset investments.

Not exact matches

An analysis of a company's debts, assets, and investments can provide a solid picture of its credit worthiness, particularly when the data are compared to a composite of companies of similar size in similar industries.

Other partners at the hedge fund firm he co-founded, Brevan Howard Asset Management, have independently made similar investments, the people said, asking not to be named because the information isn't public.

Last year, Oaktree could have netted its return on investment on a similar expression of interest in Tribune's assets from Apollo Global Management and real estate billionaire Eli Broad, Doctor noted.

Fears of similar upsets appear to be holding back investment flows into government bonds, while thirst for income has boosted other fixed income assets such as credit.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

2015.09.18 RBC Global Asset Management Inc. announces changes to the RBC Private Pool Lineup RBC Global Asset Management Inc. (RBC GAM Inc.) announced today that in order to reduce duplication of fund offerings that have the same or substantially similar investment objectives across the RBC GAM Inc. fund families,...

For now we mainly want to note that it has to be expected that similar to other investment assets, the valuation of cryptocurrencies in terms of fiat money will definitely partly depend on money supply growth rates.

Securities are similar to shares and are a direct investment in a company or asset class.

Based on a comparison of total expense ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock asset class.

MissionPoint will integrate these assets into a new business with a similar mission as ImpactUs - to increase the flow of capital into private impact investments.

We deployed an Affinity Propagation algorithm to find three distinct clusters of crypto assets, at the top end of the market capitalization table, with similar movements.IntroductionA few months ago Radicle's Crypto team began working on a Crypto Index, not as an investment vehicle, but rather for the purpose of having a clear and unbiased benchmark...

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

She proceeds to ask similar questions about the billions that corporations like General Motors and IBM will save over a period of years by investment credit and such wonders as «asset depreciation range.»

Mutual funds are investment products that are comprised of a pool of money collected from many investors for investing in a diversified portfolio of stocks, bonds, money - market instruments and similar assets.

Investors and fund managers search for yield, extend maturities, reach for lower credit quality and shift assets from short term floating rate money market funds to bonds, bond funds and similar investments.

You actually sell that asset on purpose, so that you create a tax loss that you can use on your tax return, then you buy something similar so you're still invested and your investment portfolio still has its integrity.

An asset class is a grouping of similar investments whose prices tend to move together.

The fund invests under normal circumstances at least 80 % of its net assets (plus any borrowings for investment purposes) in senior secured floating rate loans made by banks and other lending institutions and in senior secured floating rate debt instruments, and in derivatives and other instruments that have economic characteristics similar to such securities.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

Asset classes An asset class is a grouping of similar investments whose prices tend to -LSBAsset classes An asset class is a grouping of similar investments whose prices tend to -LSBasset class is a grouping of similar investments whose prices tend to -LSB-...]

The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

The planning advice will pertain to liquid assets only (stocks, bonds, cash) and not rental properties, cottages, or similar investments.

Curated by Morningstar, an independent investment resource that specializes in fund investing, ETFs are similar to mutual funds in that they pool investor funds into a security package, thus enabling investors to diversify their investments without having to buy and manage different individual assets.

Not an investment or robo - advisor, FeeX suggests only similar funds based on their category and asset allocation mix.

The fund invests, under normal circumstances, at least 80 % of its net assets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoassets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoAssets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic exposures.

With that combo, you're guaranteed to outperform most other investors with a similar asset allocation, because their results will be dragged down by their higher investment costs.

An asset class is a grouping of similar investments whose prices tend to move together — in other words their price movements are at least partially correlated.

The Fund's principal investment strategy is, under normal market conditions, to invest at least 80 % of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the Index.

All of our vehicles have a similar core investment strategy which attempts to profit from discrete events, including mergers, acquisitions, asset sales or divestitures, restructurings, refinancings, recapitalizations, reorganizations, or other special situations («event - driven opportunities»).

For an investment company or similar entity, the total current value of assets held less the amount of outstanding liabilities, divided by the number of shares outstanding.

Securities held by the Fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Now Donegal Investment Group (DCP: ID) has ditched its dairy business, and is looking to shed non-core assets & move up the value chain, surely it's on the verge of a similar multiple?

Doesn't work like that ultimately, real world investment math will crush you — the average return on equity, at the v best, is similar to other asset classes (otherwise we'd all be out prospecting).

Within the passive investment arena, smart beta strategies have witnessed a substantial growth in assets, and there is now a swathe of such strategies in the marketplace, many of which bear similar names and share similar objectives.

First, the good news: At the end of 2016, 11.3 % of Canadians» investment fund assets were held in index funds and similar passively managed products.

Because the SPDR SSgA Active Asset Allocation ETFs are actively managed, they are therefore subject to the risk that the investments selected by SSgA may cause the ETFs to underperform relative to their benchmarks or other funds with similar investment objectives.

The example below is similar to the one I presented last year in You Can't Rescue the Financial System if You Can't Read a Balance Sheet, but makes allowance for the fact that assets continue to be impaired due to policy failures, and that deposit banks such as Citigroup use more bond financing than investment banks.

Second, your policy gains are tax free and thus better than your average 2 % in the market AND your real estate gains are also likely tax advantaged AND we haven't even reached a discussion of depreciation or the deductible expenses of maintaining your real estate investment... (similar tax advantages can apply to many other asset categories as well).

A Comparison Can Be Drawn Between the Assets of Real Estate and Cash Value Life Insurance Because, In Some Key Ways, They Are Similar Investments, and Who Holds The Title to These Assets, Both During Your Life and Upon Your Death, Will Impact Your Overall Estate Plan.

Its not just the worst 10 % of stocks ranked by debt, interest, and profits that are outperforming: Mark Hulbert notes a similar pattern exists when stocks are ranked according to «three - and five - year growth rates, along with return on equity, assets and investment.»

securities and securities of other regulated investment companies, and other securities (for purposes of this calculation, generally limited in respect of any one issuer, to an amount not greater than 5 % of the market value of a Fund's assets and 10 % of the outstanding voting securities of such issuer) and (ii) not more than 25 % of the value of its assets is invested in the securities of (other than U.S. government securities or the securities of other regulated investment companies) any one issuer, two or more issuers which the Fund controls and which are determined to be engaged in the same or similar trades or businesses, or the securities of certain publicly traded partnerships.

2 The performance information shown for periods prior to June 29, 2012, is that of the predecessors to the Funds, the Yacktman Fund and the Yacktman Focused Fund, which were reorganized into the Funds on June 29, 2012, and were managed by Yacktman Asset Management LP with the same investment objective and substantially similar investment policies as those of the Funds.

The fund invests, under normal circumstances, at least 80 % of its net assets (plus any borrowings for investment purposes) in corporate bonds, and in derivatives and other instruments that have economic characteristics similar to such securities.

I have a copy of Damodaran's The Dark Side of Valuation: Valuing Young, Distressed, and Complex Businesses (2nd Edition), weighing in at 575 pages, as well as his book Investment Valuation: Tools and Techniques for Determining the Value of Any Asset, Second Edition (similar size, with a quarter inch of dust on my shelf.

A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.

The fund invests at least 80 % of its net assets (plus any borrowings for investment purposes) in securities of European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities.