Sentences with phrase «such investment vehicles in»

Evaluating such investment vehicles in light of the other options available and determining how much to contribute would sustain the demand for advice, perhaps even increase it.

Not exact matches

In addition, we believe that certain institutional investors, including sovereign wealth funds and public pension funds, could in the future demonstrate an increased preference for alternatives to the traditional investment fund structure, such as managed accounts, smaller funds and co-investment vehicleIn addition, we believe that certain institutional investors, including sovereign wealth funds and public pension funds, could in the future demonstrate an increased preference for alternatives to the traditional investment fund structure, such as managed accounts, smaller funds and co-investment vehiclein the future demonstrate an increased preference for alternatives to the traditional investment fund structure, such as managed accounts, smaller funds and co-investment vehicles.

You state that the Investment Vehicle will likely be structured as a limited liability company or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs andInvestment Vehicle will likely be structured as a limited liability company or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs andinvestment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs and expenses.

Mr. Boains was instrumental in the strategic planning for new investment vehicles such as direct investment pension plans and a 529 College Savings Plan.

Moreover, where certain historical performance information of other investment vehicles or composite accounts managed by BlackRock, Inc. and / or its subsidiaries (together, «BlackRock») has been included in this material such performance information is presented by way of example only.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

While many innovative investment vehicles such as private equity and pension funds have emerged in recent times, boomers will need to learn about the benefits of crowdfunding, which is a relatively new comer.

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).

Additionally, depository banks were forced to substantially reduce their involvement in proprietary trading, which included investment vehicles such as private equity and hedge funds.

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

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.

«As inflationary pressures develop in coming months, emerging market hedge funds represent an ideal investment vehicle to access such opportunities with these likely to attract high quality, long - term institutional investors.»

Description: To assist urbanized and non-urbanized areas, States, and Indian tribes in funding transit capital needs such as: engineering design of transit projects; capital investments in bus and bus - related activities, crime prevention and security equipment, construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including overhaul, rebuilding of vehicles, track, signals, communications, and computer hardware and software.

Extended warranty according to Warrantech is one method of protecting your investment that you have made for any high end product such as a vehicle or electronics which may demand repair and replacement of parts in the long run.

While some Dealers may offer an attractive price on a vehicle, Pacific Honda believes that it is important to also consider the other aspects of the transaction such as the amount paid for your trade in, your finance or lease terms and the cost of protecting your investment.

Using investment vehicles such as 401 (k) plans or individual retirement accounts (IRAs), you can put off paying taxes on your earnings until you are retired and potentially in a lower tax bracket.

There are also times when your cash is better off in another investment vehicle, such as a retirement account or product with less risk.

Despite the very long - term trend showing that individual investors are moving assets to passively managed investment vehicles (such as index funds), the vast majority of individual assets are still in the hands of active fund managers.

By using investment vehicles such as workplace - sponsored plans or individual retirement accounts (IRAs), you can put off paying taxes on your earnings until you are retired and potentially in a lower tax bracket.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

In addition, such an investment strategy could easily be replicated at a lower cost by the prospective investors because the manager charges a fee on top of the expenses of these investment vehicles.

In pure investment vehicles, such as mutual funds striving for total return, most market participants assign 100 % weight to NAV and ignore earnings rather completely.

At the same time, other investment vehicles, such as managed accounts, come in for their share of assessment for their place in a retirement plan.

If your savings and investments are failing to outpace inflation, you might consider investing in growth - oriented alternatives such as stocks, stock mutual funds, variable annuities, or other vehicles.

Depending upon the tender price per share, One Fifty One plc & Pageant Holdings informed the board they intended to accept such a tender offer for all their shares, while Woodford Capital (family investment vehicle of Chairman Tom Roche) stated its intention not to sell any shares in such a tender offer.

If you want to build your own investment portfolio, online brokerages, such as TD Ameritrade, ETrade, and TradeKing can provide you with the tools you need to buy and sell stocks or even invest in more complex investment vehicles, such as stock futures or stock options.

Factors such as, but not limited to, type of tax - deferred investment vehicles available, contribution limits, deductibility of contributions and early withdrawal penalties may impact results and determination in choosing the most appropriate tax - deferred investment vehicle.

Such investments are also among the lowest cost investment vehicles available to individual investors in the financial markets.

The losses could be much greater, as many banks have concealed their holdings of sub-prime mortgages in exotic, off - balance sheet instruments such as «structured investment vehicles» or SIVs.

In India too, most annuities ads bring forth such numbers which look attractive but finally the rate of return powering those numbers is pretty bad compared to other investment vehicles.

However, you can lower risks with investment vehicles such as mutual funds and exchange - traded funds (ETFs) which have built - in diversification by having small positions in dozens or hundreds of stocks.

The increased liquidity of investment vehicles such as stocks and bonds certainly makes them attractive if you want to be able to get your hands on cash quickly in retirement.

Some investment - like options, such as using life insurance as an investment vehicle, have costs that cover the insurance (the death benefit) but very little in terms of management.

Rather than send you a check or deposit your cash in a checking account, Fidelity will only agree to deposit your rewards in an approved savings account or investment vehicle, such as a brokerage account, a retirement account, a Fidelity Cash Management Account, a Fidelity - managed 529 college savings plan, or a Fidelity Go account.

Seems like the investment of Warren Buffet's MidAmerican Energy Holdings in Shezhen - based BYD Auto is not just a bet on electric vehicles, but also on the collaboration between MidAmerican and BYD to develop «rapid charge batteries» for electrical grid systems to serve as energy storage for renewable but intermittent power such as wind and solar, revealed MidAmerican's chairman, David Sokal, at a press conference earlier this week in Hong Kong.

A better investment is one that supports a fleet of plug - in hybrid electric vehicles (PHEVs), such as the Chevy Volt slated for sale in 2010, which can use the existing electric infrastructure.

As this report shows, however, the more cap - and - trade legislation is crafted to spur investments in energy - efficient devices, materials, and designs (such as energy - saving home appliances, better - insulated buildings, and more efficient industrial equipment and vehicles), the more it will lead to increases, not decreases, in the number of jobs in the U.S. economy.

Designing and advising on the administration of «locked - in» investment vehicles, such as life income funds (LIFs) and locked - in retirement accounts (LIRAs).

It can only be hoped that the precedent that this investment vehicle sets could lead to more such projects in Africa and other parts of the world,» said a judge.

Use this section to detail items such a student loans, vehicles, saving and investments you held in your name on the date of marriage which should also be included in the above mentioned property sections, under the date of marriage column.

The new legislation may affect SQP's desirability as investment vehicles, especially in private equity and property investment fund structures as the traditional advantages of SQPs — such as separate legal personality and tax transparency — will need to be weighed against the public disclosure of those individuals who hold a controlling interest, directly or indirectly, in the SQP.

In such a circumstance, the policy could be considered a successful investment vehicle.

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

Variable life insurance has the return on its cash value component tied to underlying investments such as mutual funds (although the funds are not directly invested in these vehicles).

If your extra properties are used as investment vehicles, such as for temporary housing for college students, you may need to carry landlord insurance in order to ensure that any claims you file are honored by your insurance company.

Indexed universal life insurance differs from variable universal life insurance in that indexed policies follow a stock market index, while variable policies can allow policyholders to allocate funds to a variety of investment vehicles, such as stocks, bonds and equity funds.

Besides such common sense measures such as parking in well - lit areas, always locking your car, and never leaving a key in the vehicle, you can protect your investment with an electronic anti-theft system and the right auto policy.

Whole life insurance also offers a diversified and (relative to equity markets) very safe investment and retirement savings vehicle for people who already have a lot of assets in traditional places such as a 401k and Roth IRA.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

Lastly, as with any city, property crimes such as auto theft are present and having auto insurance will protect one's investment in their vehicle should it be stolen or damaged.