Sentences with phrase «term investment performances»

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.

Our differentiated process is driven by long - term investment performance that rewards illiquidity.

The field of behavioral finance has shone a spotlight on the psychological reasons why individuals fall prey to certain decision - making pitfalls, including short - term behavior that prejudices long - term investment performance.

Focusing on short - term investment performance — which is the only way to compare advisors in the short - term — removes focus from behavioral management, the exact thing that is the most important for your portfolio's longevity.

Using the real return is the best way to measure your long term investment performance because shows the actual increase in purchasing power.

The program has various applications that not only allow you to track your investment performance, but also to make projections as far as both long - and short - term investment performance, as well as potential tax consequences.

So, adding some small cap stocks to your stock portfolio appears to be a sure - fire way to boost your long - term investment performance.

The fund complements the existing multi asset range at Miton, providing a selection of products for investors looking for outcome driven solutions, with outstanding long term investment performance.»

«Investors large and small are beginning to understand that the integration of environmental, social and governance factors within their investment portfolios actually has the potential to reduce risk and enhance long - term investment performance.

Learn more about our fundamental investment philosophy, with a focus on long - term investment performance.

Having a few hundred dollars sit in cash for five or six months is not going to impact your long - term investment performance.

Several decades of investment research has shown that fees are extremely important in determining long - term investment performance.

The new VA will probably have much better long - term investment performance than the vast majority of other variable annuities.

Mutual fund sales loads and 12b - 1 marketing fees reduce your long - term investment performance.

Careful attention to these factors will go a long way in helping insulate a portfolio against the uncertainty that lies ahead in the employment market and can lay the groundwork for strong long - term investment performance in the future.

Not exact matches

«The list will be managed with a goal of providing superior investment performance over the long term.»

The critique doesn't only come from the left; there are plenty of hard - nosed investment firms that are agitating to clamp a lid on ever - growing CEO pay, arguing that it's a poor use of shareholders» money and distorts performance as CEOs start managing to their pay metrics instead of longer - term growth.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

«In an environment like this return cash to shareholders keeps them pleased with the short - term gains while not committing to large investments that could hurt performance.»

Captain Jon Weaks, president of SWAPA, stated that the two executives have been making poor decisions by prioritizing «short - term stock performance at the expense of long - term investment in people and infrastructure,» resulting in chaotic scheduling and technological glitches, and therefore they should resign.

Robbins and Mallouk go into detail in «Unshakeable» about how to consider diversifying your investments, but say anyone should consider investing in an index fund, which allocates money across companies in an index, essentially giving you representative ownership of that market — which, again, will grow over time regardless of short - term performance.

«Senior executives at Southwest Airlines have prioritized short - term stock performance at the expense of long - term investment in people and infrastructure.»

There is an emerging class of services from tech - savvy investment managers that provide dynamic withdrawal rates using algorithms that look at market performance, balance and term of portfolio, all of which work together to ensure you won't run out of money.

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.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

(Sec. 13309) This section requires a three - year holding period (one year under current law) for certain net long - term capital gains with respect to partnership interests held in connection with the performance of investment services.

Over a 12 - month period (ended June 30, 2017), global hedge funds, as measured by the HFRX Global Hedge Fund Index, delivered decent gains of 6.0 % in US dollar terms.1 That's a vast improvement in the performance of these alternative investments from the prior two years.

As you can see in the chart below, based on investment performance for the 35 - year period beginning in 1972, a hypothetical balanced portfolio of 50 % stocks, 40 % bonds, and 10 % short - term investments would have done quite well for a retiree who limited withdrawals to 4 % annually.

This process would be comprehensive, objective, and transparent, but it would not be relevant to long or short - term performance of the investment.

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

Without a tangible, relevant link to long and short - term performance, an investment process is incomplete.

While observers give the category high marks for both performance and long - term investment potential, at the same time, many analysts express caution in the short term, warning that prices appear to have peaked or be near peaking in some markets.

Consider the performance of 3 hypothetical portfolios in the wake of the 2008 — 2009 financial crisis: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; a 100 % stock portfolio; and an all - cash portfolio.

Consider the performance of 3 hypothetical portfolios: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; an all - stock portfolio; and an all - cash portfolio.

Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

Without the burden of short - term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best.

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

Now, a modest, brief period of lagging performance is nothing particularly unusual from a long - term perspective, but unfortunately, this event occurred precisely at a point when the Fund was hedged due to a combination of overvalued, overbought, overbullish investment conditions.

While a rising dollar hurts the near - term performance of non-U.S. investments (when translated back into dollar terms), over longer timeframes weaker foreign currencies can improve the competitiveness of businesses outside of the U.S..

But if one is able to invest in a great business at perhaps an equally - great value, they're setting themselves up for truly outstanding investment performance over both the short term and long term.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Short - term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.

Investors should not draw any conclusions about the fund's investment performance from the amount of the fund's distributions or from the terms of the fund's managed distribution plan.

investment management professionals (43 %) receive more than half of their compensation based on their annual performance; similarly, nearly 80 % of investment management professionals surveyed have less than half of their compensation based on longer - term performance measures.

That's especially true if investors choose unrepresentative trough - to - peak periods on which to evaluate investment performance, rather than the peak - to - peak comparisons which are relevant to long - term investors.

In addition, the structure of compensation incentives in the investment management industry further encourages the short - term focus; a surprisingly large number of investment professionals have less than half of their compensation based on longer - term performance measures.

We continue to believe that strong investment performance requires discipline and patience, and that the opportunities are quite positive for long - term investment success.

«We expect operating performance to thin over the short - term, with ongoing legal costs and university investment into