Sentences with phrase «such as the investment strategy»

«When choosing among similarly priced funds, we suggest investors consider elements beyond the expense ratio, such as investment strategy, methodology, tracking difference, spreads, tax efficiency, and brand.»

BitKan touted the new platform as a push for higher quality content, such as investment strategies for the Chinese cryptocurrency market, as a response to an environment that the startup said is fueled by «fake ICO whitepapers and scams.»

The «Articles» section contains advice from real estate experts on topics such as investment strategies, marketing, and tax - reduction ideas.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Its investment in gas dwarfs the investment Kinder is contemplating in oil lines such as its Trans - Mountain system in Alberta and B.C. Only time will tell which strategy is the right one.

In addition to CB «s Investor 500 stock rankings, investment strategies and stock picks, the book contains insight from top Canadian fund managers, such as BlackRock, TD Asset Management, Fidelity Investments and RBC.

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

He said that new forms could include specific real estate projects (such as jails, universities and hospitals buildings) or investment strategies tied to specific themes (such as insurance risks, population growth or climate change).

Of these, fully half involve creating a new governmental or quasi-governmental agency (such as the Canada Infrastructure Bank), while the remaining are so ambiguous as to be potentially meaningless (for example, creating a foreign direct investment strategy «in line with the country's economic growth strategy»).

Those worried about potential security threats posed by Chinese investments in sensitive areas (such as high - tech, communications, and energy) point to Beijing's declared strategy of «going out» to gain technology and resource security as grounds for scrutinizing Chinese investments.

«The investment ideas we provide are tailored to these selected strategies and, as such, may vary from J.P. Morgan's fundamental ratings,» analyst Nicholas Rosato Jr. wrote to clients.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

You acknowledge that the Holdings Information may be utilized for damaging purposes, such as duplicating FTI's proprietary investment and trading strategies, techniques and methodologies.

So put such uncertain times to good use as a motivator to help ensure your investment strategy aligns with your long - term goals, timeline and stomach for risk.

An investment in these strategies is subject to various risks, such as those market risks common to entities investing in all types of securities, including market volatility.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Tax - sensitive investment strategies, such as tax - loss harvesting, designed to help you keep more of what you earn1

Since then, it has become one of the prevailing investment paradigms (i.e. investment strategies, such as growth investing, dividend investing, day trading, etc.) that investors today use.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

Often, a bad investment strategy is usually a portfolio that holds too many risky or illiquid assets, such as commodities, leveraged exchange - traded funds (ETFs) and limited partnerships.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

The second type involve investment strategies that invest in traditional assets using non-traditional methods, such as short - selling and leverage.

After such a successful career, how could one not be optimistic about the future of growth equity investment opportunities; Dick said he thinks «the future of growth equity is unbounded, particularly as quality, new companies continually decide to defer IPO's so they can optimize their debut after key strategies are in place.»

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and can not eliminate the risk of investment losses.

It concluded that others would be better solved through administrative intervention on all new foreign investment, case by case, and it rejected a major policy shift, such as a «buy - back» strategy, towards increased Canadian ownership.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

There is no such thing as the perfect investment strategy.

Presentations on topics such as (a) the relationships among price movements of stock indexes, the CBOE Volatility Index ® (VIX ®), and the India VIX Index, and (b) new studies on fund use of options and volatility - based strategies, will be delivered by me to continuing - education meetings of the Indian Association of Investment Professionals (IAIP) in the cities -LSB-...]

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

If there is money left over from a financial windfall, adopt a conservative, long - term, income - focused investment strategy, such as covered calls, said Scanlin.

The strong performance across our strategies has continued from the post-Brexit rebound thanks to our patience during events such as these along with our investment in companies committed to a Corporate Social Responsibility that puts shareholders first and behaves in a responsive manner.

While offering insurance for crypto assets, InChain provides a convenient insurance - based bond platform that will allow investors to be involved in investment strategy decisions such as suggesting a strategy or voting.

It is insights such as these that are provided by the Global Intel dataset to assist owners and managers as they develop their real estate investment strategies across global markets and property types.

Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, James O'Shaughnessy and Martin Zweig.

«The accumulation of real estate is an integral component of their overall investment strategy, and as such, the foreign buyer tax is not a deterrent,» he said.

Having said this, new features are being developed in the relatively new world of Binary options and these include novel investments such as «range» and «touch» options which may favour longer term swing - trade strategies.

There are other ways to invest free cash such as bonds, stocks, certificates of deposit, money market accounts and riskier investment strategies such as Forex trading.

BUS 706 VENTURE FINANCING STRATEGIES This course focuses on raising seed and growth capital from various sources such as venture capital, business angels, investment banking, and commercial banking sources.

According to JLL Global Capital Markets Head of Research David Green - Morgan, markets who desire to attract these investors could employ several strategies, such as implementing investment visas or hiring Mandarin - speaking staff.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Among the alternative investment strategies, private capital strategies with typically longer - holding periods (such as buyouts and private infrastructure) may hold an advantage over hedge funds or those private capital strategies with typically shorter - holding periods (such as distressed debt and direct lending).

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.

On Friday, both Bank of America Merrill Lynch and Fundstrat issued reports touting value stocks such as financials and a stronger U.S. dollar, an investment strategy known as the reflation trade.

But new Treasury chief executive Mike Clarke's strategy of super-charging investment behind higher - end brands such as Penfolds and Wynns is privately endorsed by KKR and Rhone and he is likely to continue on in the role if KKR and Rhone is successful.

Entitled route2020, the new strategy focuses on extra investment in products such as dairy, branded cheeses and infant and toddler nutrition ingredients -LSB-...]

The key market players adopted diverse strategies such as product launch, expansion, acquisition, joint venture, partnership, and investment to gain competitive advantage in this market.

Although many will suggest that Robson has a personal vendetta of sorts aimed squarely at the Grinch who stole soccer, that doesn't make his words any less truthful... such tactics are nothing new... in the U.S.this business practice has become so common that even the players regularly use the media to manipulate public opinion (LeBron James did likewise to rally public support for himself and away from his teammate, Kyrie Irving, who has asked to be traded)... whether for contract leverage or to rally support for or against certain players, this strategy can be incredibly effective at times, but when it misses the mark it can be dangerously divisive... for a close - to - the - vest team like Arsenal to use such nefarious means to manufacture a wedge between the fans and it's best player (again), is absolutely despicable... for the sanctimonious higher - ups who demand that it's players adhere to a certain protocol regarding information deemed «in house» or else to intentionally spread «fake» news or to provide certain outlets with privileged information for such purposes is pretty low indeed... no moral high ground here, just a big club pretending to be a small club so that they can continue to pull the wool over the eyes of a dedicated, albeit somewhat naive, fan base... so not only does this club no give a shit about it's fans, this clearly shows that clubs primary interests aren't even soccer related... for all intent and purposes Kroenke doesn't care if we're a soccer club or a tampon factory as long as we continue to maximized his investment... stay woke people... great to see more and more people commenting on the state of the franchise... this club needs to be held accountable for it's actions

Good investment strategies, tweaking some reforms (such as the new Tier 5 and changing the incentives to build overtime pay before retirement) will avoid the explosion of the time bomb that McMahon predicts.

A lot of the company's strategy at the 945,000 - square - foot mall has also depended on upfront capital investments and automated energy - saving strategies, such as installing new chiller units, switching out light bulbs, and timing vending machines to turn off at night.