Sentences with phrase «similar assets such»

Not exact matches

A number of asset managers are being hit with similar lawsuits by employees, such as New York Life Insurance Co. and American Century.

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.

In October 2014, ICE purchased SuperDerivatives, a market data and analytics provider specializing in derivatives pricing models across all asset classes, risk analysis and cloud - based market technology, as well as a chat platform that is similar to competitors such as Bloomberg.

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.»

In the event of dissolution of the Division, any assets of the Division, remaining thereafter shall be conveyed to the American Association for the Advancement of Science or, failing its existence, to such organization then existent dedicated to objectives similar to those of the Division and the American Association for the Advancement of Science, so long as whichever organization is selected by the governing body of the Division at the time of dissolution shall be exempt under Section 501 (c)(3) of the Internal Revenue Code of 1954, as amended, or under such successor provision of the Code as may be in effect at the time of the Divisions dissolution.

In the event of dissolution of the Division, any assets of the Division remaining thereafter shall be transferred by the Finance Officer to the American Association for the Advancement of Science, or failing its existence, to such organization as may be dedicated to objectives similar to those of the Arctic Division of the Association, as determined by the Executive Committee of the Arctic Division, and provided that such organization is exempt under Section 501 (c)(3) of the Internal Revenue Code of 1954, as amended, or under such successor provision of the Code as may be in effect at the time of the Division's dissolution.

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.

DEFINITION: When an individual invests in a mutual fund, that money is pooled with money from other investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

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.

Under normal circumstances, the Fund will invest at least 80 % of its assets in debt securities issued by the U.S. Government, its agencies and instrumentalities, and synthetic instruments or derivatives, or securities having economic characteristics similar to such debt securities.

Variable universal life is similar to the IUL except the cash values are actively invested in the financial markets, in assets such as mutual funds.

At Insurance and Estates we use a common comparison between permanent life insurance and real estate are similar ASSETS because they tend to share a number of common characteristics such as:

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.

We see similar liquidity problems arise in other Canadian asset classes, such as Canadian corporate bonds, preferred shares and to some extent, dividend stocks.

A transfer on death registration allows you to transfer such accounts to another individual upon your death, allowing the assets to avoid probate; a similar registration type — payable on death is available for bank accounts.

I'm in the same camp as you — same salary (at least when you adjust my government salary upward for the value of the pension), have similar attitudes toward owned assets such as cars and clothing, and live low.

Similar comments would apply to other asset classes such as large - cap US or foreign stocks, small - cap stocks, value stocks, and bonds.

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.

Permanent life insurance policies provide a death benefit as well as other unique features such as lifelong protection and the ability to accumulate cash values on a tax - deferred basis, similar to assets in most retirement - savings plans.

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.

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.

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.

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.

The tax - free exchange of similar assets, such as real estate for real estate.

Among these requirements are the following: (i) at least 90 % of the fund's gross income each taxable year must be derived from dividends, interest, payments with respect to securities loans, and gains from the sale or other disposition of stock, securities or foreign currencies, or other income derived with respect to its business of investing in such stock or securities or currencies and net income derived from an interest in a qualified publicly traded partnership; (ii) at the close of each quarter of the fund's taxable year, at least 50 % of the value of its total assets must be represented by cash and cash items, U.S. Government securities, securities of other RICs and other securities, with such other securities limited, in respect of any one issuer, to an amount that does not exceed 5 % of the value of a Fund's assets and that does not represent more than 10 % of the outstanding voting securities of such issuer; and (iii) at the close of each quarter of the fund's taxable year, not more than 25 % of the value of its assets may be invested in securities (other than U.S. Government securities or the securities of other RICs) of any one issuer or of two or more issuers and which are engaged in the same, similar, or related trades or businesses if the fund owns at least 20 % of the voting power of such issuers, or the securities of one or more qualified publicly traded partnerships.

Create assets with properties and behaviors to give developing for the NES an object - oriented feel, similar to modern tools such as GameMaker and Unity.

The action itself is a clever mix of 2D art and 3D perspective, similar to arcade classics such as Outrun and Pole Position, but of course using polished Cars style assets.

While Malden 2035 re-uses many vanilla Arma 3 structures, vegetation, and similar assets, it also includes additions such as colored buildings, vineyards, and barns.

These include acquisitions and dispositions of utilities and interests in utilities, electric generating facilities and large portfolios of such assets, involving fossil and renewable energy facilities, transmission facilities and similar «utility - type» properties.

The Company reserves the right to suspend the Allocation, reallocation and / or cancellation of Units under extraordinary circumstances such as extreme volatility of assets, extended suspension of trading on stock exchange, natural calamities, riots and other similar events or force major circumstances.

At Insurance and Estates we use a common comparison between permanent life insurance and real estate are similar ASSETS because they tend to share a number of common characteristics such as:

Wanchain is a distributed financial network that aims to unite isolated digital assets (such as cryptocurrencies) with one another by using cross-chain smart contracts similar to those popularized by the Ethereum network.

Such ways include selling the crypto within their own system like an internal auction, similar to companies selling their assets after encountering bankruptcy.

«While there are certain attributes unique to cryptocurrency that need to be addressed by each Cryptocurrency ETP's respective valuation policy such as forks and air drops, 9 most valuation issues are either very similar or identical to those encountered in valuing other assets.

The process is somewhat similar to that of the divorce process in that the couple either requests the court to decide the terms of the legal separation, such as how assets will be divided or how child rearing and support responsibilities will be carried out.

In order to assist with the allocation of the marital estate, including marital assets or liabilities, it is likely a professional from the financial sector — such as a financial planner, investment advisor, or a similar finance professional — will be involved.

In assessing the impairment, the analysis of the broader situation may include information from news reports, on - site personnel and trends in market indices such as Case - Schiller for house - price impacts or publically - traded debt or security instruments with similar risk exposure to the impacted area or asset class.

According to Investopedia.com, a mutual fund is defined as an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

A Receivership is a court action, whereby a Receiver (similar to a Trustee) is appointed by a Court of Law to manage real estate for such time as needed to prosecute a lawsuit, or to manage and / or liquidate real estate assets for the benefit of a judgment creditor.

SCORE + will focus on stabilized income - producing assets such as office, retail, residential, logistics and other similar assets.

Asset Class: A category of investments that contain similar characteristics such as commercial office, retail shopping or industrial properties.