Sentences with phrase «term equity performance»

NoLoad FundX is perhaps best known for its excellent long term equity performance, but the newsletter also has a winning fixed income portfolio.

Not exact matches

For Directors» equity to vest (the portion they did not purchase), hurdles would need to be achieved that reflect personal performance and long - term value creation of the company.

«We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» they said.

The primary elements of each named executive officer's total compensation shown in the table are base salary, an annual cash incentive, and long - term equity awards consisting of time - based and performance - based RSUs.

Under the terms of the LTICP, in addition to or in lieu of stock options, we may award, and have awarded in selected situations for retention purposes or to address other competitive pressures, other types of equity - based long - term compensation, including restricted stock, RSRs, stock awards, stock appreciation rights, performance shares, or performance units.

Paying a significant portion of variable compensation to our senior employees in the form of equity - based compensation that delivers over time and is subject to forfeiture or recapture encourages a long - term, firmwide focus because its value is realized through long - term responsible behavior and the financial performance of our firm.

In addition, the vesting features of our equity awards contributes to executive retention because this feature provides an incentive to our named executive officers to remain in our employ during the scheduled vesting period or until the achievement of the applicable performance milestones, which are expected to be achieved over the medium - to long - term.

-LSB-...] and better long term performance is why I like to invest in private equity or venture debt with multi-year lockup agreements.

While Japan's TOPIX index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - date.

Private equity and alternative investments could fall into disfavor as a result of concerns about liquidity and short - term performance.

As in 2010, the HRC awarded named executives a combination of compensation composed of a high percentage of performance - based pay, predominantly in long - term equity compensation.

But stock performance has actually outpaced gains in earnings, and as a result, US equity valuations appear stretched as we begin 2018 — for example, the S&P 500's price - earnings ratio is well above longer - term historical averages.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders.»

Additionally, except as noted below in certain circumstances, we do not provide cash or equity incentives tied to performance criteria, which could cause employees to focus solely on short - term returns at the expense of long - term growth and innovation.

• Equity and performance based plans (e.g., annual and long - term incentive plans, stock option, restricted stock, performance share and broad - based equity plans); • Executive plans (e.g., deferred compensation, supplemental retirement, severance and change - in - control plans); • Retirement plans (e.g., 401 (k) plans, traditional defined benefit pension plans and ESOPs); and • Health and welfare plans (including COBRA and HIPAA compliance), and other fringe benefit proEquity and performance based plans (e.g., annual and long - term incentive plans, stock option, restricted stock, performance share and broad - based equity plans); • Executive plans (e.g., deferred compensation, supplemental retirement, severance and change - in - control plans); • Retirement plans (e.g., 401 (k) plans, traditional defined benefit pension plans and ESOPs); and • Health and welfare plans (including COBRA and HIPAA compliance), and other fringe benefit proequity plans); • Executive plans (e.g., deferred compensation, supplemental retirement, severance and change - in - control plans); • Retirement plans (e.g., 401 (k) plans, traditional defined benefit pension plans and ESOPs); and • Health and welfare plans (including COBRA and HIPAA compliance), and other fringe benefit programs.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» said Henry Kravis and George Roberts.

We believe our long - term performance is enhanced through an equity ownership culture by our executive officers since it encourages a focus on the long - term performance of our company.

Still, the overall performance of the U.S. equity market can be termed mixed, with the small - cap sector putting together a lackluster showing today.

We believe this change, together with continued strong performance, will increase our ability to generate significant long - term equity value for all of our shareholders,» said Henry R. Kravis and George R. Roberts, Co-Chairmen and Co-Chief Executive Officers of KKR.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

Preqin has the most comprehensive and extensive information available on the private equity, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms.

Its responsibility is to evaluate the long - term investment performances of the four private equity funds, and adjust the amount of future funding provided to them accordingly.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

This will tend to understate the performance of the taxable account in circumstances where long - term capital gains and qualified dividends, which are currently taxed at lower rates than ordinary income, are a component of investment returns, as is the case for investments with significant equity holdings.

As money incrementally moves from asset classes that have turned down globally into US equities for short term performance reasons, the investment crowd is ever further «herding» into equities.

We expect the global economy to achieve good long - term performance, and therefore we expect equities to continue delivering higher long - term returns than most other asset categories.

He measures the attractiveness of adding anomaly premiums to the benchmark portfolio by comparing Sharpe ratios, Sortino ratios and performances during recessions of five portfolios: (1) a traditional portfolio (TP) that equally weights equity, term and default premiums; (2) an equal weighting of size, value and momentum premiums (SVM) as a basic anomaly portfolio; (3) a factor portfolio (FP) that equally weights all 10 anomaly premiums; (4) a mixed portfolio (MP) that equally weights all 13 premiums; and, (5) a balanced portfolio (BP) that equally weights TP and FP.

While the Compensation Committee considers short - term performance - based cash bonuses to be a less significant compensation tool than equity awards in terms of driving long - term stockholder value, the Committee believes they play an important role in

While Japan's TOPIX index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to - date.

Canadian dividend / income equity funds held sixth place in terms of 15 - year performance.

Where I depart from Gross is that while he believes that the economy in the future will diverge from the norms of the past, I believe that the economy of the past 15 years has itself been the outlier, and that we're likely to observe profit margins, returns on equity, and economic performance in the next several decades that are much more reminiscent of the longer - term historical record.

It is the recognition that equities with cash - on - cash returns of 15 to 25 percent, regardless of their short - term market performance, are great investments.

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

Another factor playing a role in near term relative return comparisons, particularly with respect to our Value Fund and our Worldwide High Dividend Yield Value Fund, is the continued strong performance of US equities, which today constitute nearly 60 % of the total weight of the MSCI World Index.

Initially, I was planning to invest in Axis Long Term Equity Fund but, after looking at the last 1 year performance of this fund.

However, recently there was a change at the helm with Charles Plowden taking over in 2015 in an attempt to improve performance and a focus on long - term global equity growth.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

Dimensional Fund Advisors Canada ULC (Dimensional Canada), who sub-advises Manulife ETFs, leveraged this academic research to identify and isolate those equity characteristics that are true drivers of long - term performance.

Both Quantum Long Term Equity (QLTE) and HDFC Top 200 funds are good funds, with proven track record.QLTE's performance has been slightly volatile when compared to the three funds that i have mentioned in Diversified Equity category.

There are two schools of thought on currency hedging: one holds that currency fluctuations «cancel out» for a long - term investor and the other holds that currency fluctuations have a significant effect on equity performance and should be hedged away.

Dear Srikanth, Even if the performance of your Funds is not up to the mark in the last one month, you have to remain invested for long - term to get decent returns from equity funds.

Does adding a proxy for intermediate - term U.S. equity market volatility to a diversified portfolio improve its performance?

He simulated the performance of $ 1 invested in an uncapped large - cap equity index FIA compared to the performance of long - term government bonds over the period from 1927 through 2016, net of expenses.

Does adding a proxy for short - term U.S. equity market volatility to a diversified portfolio improve its performance?

You would rightly say both that over the long term equity MARKETS tend upward, but also that past returns are not predictive of future performance of any individual instrument.

In their defence, this acquisition only represents a little over a net 10 % of EIIB's equity — on the other hand, it's clearly far more important in terms of EIIB's operating performance & prospects!

Axis long term equity: 4K / m — I read in many blogs that from last 1 years Axis LTE performance has gone down.

Also, please suggest considering the current performance of Axis Long term equity fund, shall i stop future SIP in it and switch to Reliance Tax Saver / DSP Black Rox Tax Saver fund.