Sentences with phrase «taken by an investment company»

All of your money will still be taken by an investment company and invested into the type of portfolio of your choosing.

Not exact matches

Indeed, a 2013 study by the Investment Company Institute found that three in four people under age 35 say they are not willing to take «above - average or substantial» investmInvestment Company Institute found that three in four people under age 35 say they are not willing to take «above - average or substantial» investmentinvestment risks.

The government did pledge $ 47 billion to infrastructure spending over the next 10 years and extended the accelerated capital cost allowance for manufactures — a tax relief program for investments in new machinery and equipment — by two years, which means stock holders could get a boost if public companies are able to take advantage of this spending and savings.

In 2001, with an investment of $ 1 million, Army vet Hulburt co-founded Rex Energy, an independent energy outfit he grew into a $ 300 million company by buying up oil and gas fields before taking it public in 2007.

Sanders could make her investment dollars stretch a lot further if, for instance, she took the amount she has invested in a VALIC annuity — valued at roughly between $ 75,000 and $ 427,000 — and rolled it over into an IRA managed by a low - fee company like Vanguard, says Murrieta, Calif., financial planner Scott Dauenhauer.

Kim is the general partner of Forerunner Ventures, a venture capital firm focused on early - stage investments in companies that want to take the world of retail and ecommerce by storm.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

Although high finance obviously has been shaped by the Industrial Revolution's legacy of corporate finance, institutional investment such as pension fund saving as part of the industrial wage contract, mutual funds, and globalization along «financialized» lines, financial managers have taken over industrial companies to create what Hyman Minsky has called «money manager capitalism.»

What has not yet been reported is that AngelList, a competing service used by early stage companies to receive introductions to investors and take some online investment, received its own no - action letter just two days later on March 28th (embedded below).

As mentioned above, the dot - com bubble took place in the late 1990s and was characterized by a rise in equity markets that was fueled by investments in internet and technology - based companies.

Rather than paying these pensions out of current income as it is earned or plowing their earnings back into investment in their own business, companies take their income and «financialize» it by buying stocks and bonds for their pension funds.

Turning illiquid private - company stock into cash by selling shares to the public required engaging a top investment bank, which typically wouldn't take a company public until it had had five profitable quarters of increasing revenue.

In short, the debt taken on by the new company will loom over every operating decision Tim's makes, thrusting the coffee chain into uncharted territory where it must answer to a cutthroat private investment firm in faraway Brazil that never saw a cost it couldn't synergize.

Referring to the decision, a spokesman for Sweden's Financial Supervisory Authority said that «every institution must decide on the details of their internal regulations specifying the rules for their employees» investments and trading,» suggesting that the regulatory agency does not intend to interfere in Nordea's decision, nor act against similar moves that may be taken by other companies.

«Domestic consumption is still growing,» he adds, «and if investment from the US slows, the slack may be taken up by European and maybe later Chinese companies investing in Mexico.»

Then again, by June 2016, when the board was expanded and the Saudi investment was announced, Gurley's posts had taken a much sterner tone: specifically, in February 2015 Gurley warned that late - stage financing was very different than an IPO, and that it had «perverse effects on a company's operating discipline.»

Simply stated, we believe in taking a realistic approach to the economy and investment markets that starts by stepping back from all the noise and fear in the daily news and, with the aid of our deep network, focusing on the search for the world's best income opportunities and for great companies doing great things — both in North America and around the world.

As a result of its desire to reposition the company quickly, Mitel has agreed to be acquired by an American investment firm in a $ 2 - billion cash deal designed to take the company private.

However, unlike domestic stock funds, which invest primarily in U.S. companies, international stock funds primarily invest in companies outside of the U.S. Global stock funds have the ability to search for investments in both U.S. and non-U.S. companies, helping you take advantage of the opportunities presented by the global economy.

The round, which takes total investment in the company to approximately $ 88m, was led by Kleiner Perkins Caufield & Byers, with additional funding from Lightspeed Venture Partners, Norwest Venture Partners, GV (formerly Google Ventures), NTT DOCOMO Ventures, and Dimension Data.

The regulator adds that Ameriprise fired Mata in March 2009 for violating company policies by recommending that clients «take out risky loans to finance investments, presenting unapproved seminars, employing individuals without conducting proper background checks and operating SCI as a competing investment company.»

The Marsden Park warehouse, which opens on August 30, takes Costco's capital investment in Australia to more than $ 400 million and is the first store to be funded by the local business rather than the parent company.

So FTSE began by requiring companies to abide by the Code and Resolutions to be listed, the normal approach taken by the Socially Responsible Investment (SRI).

«As shareholders, we want to be assured that these companies aren't endangering our investments by taking positions that may not be in the best interests of shareholders.

The letter indicated, «Where the Board of Trustees of SSNIT agrees with the directive to take up the stake, it would be advisable to conduct legal and financial due diligence on the proponent company in order to ensure that the public interest in the investment by SSNIT is protected.»

By leveraging huge investments in cutting - edge learning technologies, organizations are taking eLearning to new learners, generating more revenues, and extending the company's brand.

By allowing themselves to be brought in under Macmillan's name, the publishing giant gains leverage in the digital industry and the smaller company can take advantage of Macmillan's reputation, sales force, and investment dollars.

If you own a bond mutual fund or ETF (exchange - traded fund), you'll need to calculate the amount of income you earned from the fund's government bond holdings (if any) in order to take advantage of this exemption when you file your taxes — it won't be reflected on the tax forms issued by your investment company.

Schloss started on Wall Street in 1934 and took courses taught by Benjamin Graham, whose company he later joined before starting his own investment firm in 1955.

Aleph Investments generally will vote against proposals that make it more difficult for a Company to be taken over by outsiders, and in favor of proposals to do the opposite.

Much of the small cap / high tech investments of the Fund are in companies which were able to build up huge cash positions by taking advantage of the crazy prices that existed in IPO markets in the late 1990's.

With that mindset, we recognize the concern among investors about the U.S. Passive Foreign Investment Company (PFIC) rules and have taken an active position in the investment industry by making all Purpose Funds available to Canadian investors who are classified as «U.S. persons» under U.SInvestment Company (PFIC) rules and have taken an active position in the investment industry by making all Purpose Funds available to Canadian investors who are classified as «U.S. persons» under U.Sinvestment industry by making all Purpose Funds available to Canadian investors who are classified as «U.S. persons» under U.S. tax law.

First, insurance policies have some tax - sheltering advantages (important with larger investment portfolios) and secondly you can diversify both by participating in the general returns of some insurance company portfolios, as well as taking advantage of insurance pricing considerations.

Indeed, some investment practitioners — those who took the time to understand the concepts involved — have always used them in building portfolios by, say, buying funds that focus on small - company stocks or bargain - priced value stocks.

Now, I'm not the most knowledgeable person when it comes to U.S. mutual funds but a quick search revealed plenty of studies on fees paid by mutual fund investors in the U.S. Take this report titled 2010 Investment Company Fact Book put out by the Investment Company Institute — a fund industry association, which casts serious doubt on the validity of the assumption that U.S. investors pay an ~ 5 % front load.

And this is written by Ed Slott, by the way, in Investment News, his third one is rollovers to company plans, and of course not everyone can take advantage of this, but if you're still working, and your age 70 and a half, and you're still working and your company has a 401 (k), you've got IRA balances.

Take the GSC Acquisition Company, established by GSC Group, a debt - focused investment firm.

At the request of a Client Account or Investor (other than a Client Account that is a registered investment company under the ICA (a «Registered Fund»)-RRB-, the Firm provides that Client Account or Investor with a copy of this Part VII and a report summarizing all proxy solicitations the Firm received with respect to that Client Account during the period requested and action taken by the Firm on each such proxy.

2 — Take no risk at all, since the outcome of my net worth will largely be determined by the larger investments in my company, farmland, private investments etc..

Most people think it's the oil industry in general that is promoting this FUD but ExxonMobile seems to be the only major oil company standing with the coal industry and their ex-tobacco scientists, could this be because they have heavy investments in coal but it's easier to scare people by telling them the greenies will take away their SUV's?

Take a hard look at T. Boone Pickens (wind and alternative), Soros (mining companies, by bribing international powers to close competing mines for polution), and Gore (alternative energy investment company).

In recent years, other companies targeted by shareholder activists have promised to reduce greenhouse gas emissions, increase investments in renewable energy, use more sustainable ingredients and packaging, or hold discussions on implementing take - back policies for electronics recycling.

The report, published by responsible investment nonprofit ShareAction — which was involved in the push to pass these climate resolutions in 2015 — found that while they have taken the necessary steps to meet their new disclosure commitments, the two oil companies are failing to plan for a more rapid transition to a low - carbon economy.

It loosened rules that allowed banks to take on financial roles that they had been not allowed to do in the past, making it easier for them to hide the nature of specific investments, how those investments were being rated and how money in the investments was being used by the company.

The transaction will enable the Intesa Sanpaolo Group: — To focus on the core activities of issuing and acquiring relating to payment instruments, following the recent partial demerger of Setefi in favour of its Parent Company, with the aim of maximising effectiveness of commercial activities and optimising relationships with Group clients; — To adequately enhance, by way of this disposal, the non-core processing activities, also taking into account that growing investment needs and economies of scale are necessary in order to operate efficiently in this sector; — To further strengthen the technological platform by entering into a partnership with players of proven experience in the payment sector in Italy and Europe.

She then advised African governments on investment strategy before becoming corporate counsel for AIM listed Equator Exploration which was eventually taken over by Oando Plc, the largest indigenous Nigerian oil company.

The assets taken to calculate the ULIP NAV include the market value of investments held by the insurance company's fund, the value of the fund's current assets and any accrued income.

Child plans offered by insurance companies are investment policies that help take care of the future needs of a child.

This information is often reported as net investment income per share which is taken by dividing the total amount of net investment income by the number of outstanding shares in the insurance company itself.

However most US - registered mutual fund companies which have India operations do not accept investments from Indians living in the US / Canada as they are bound by the cap on the number of non-resident investors they can take.