Sentences with phrase «total asset size»

Not exact matches

Note 1: Due to inconsistent availability of data, the relative size of each subsidiary is based on either 2014 or 2015 total assets.

Although changes in the size of the Fed's balance sheet — that is, in its total assets and liabilities — often involve like changes in the quantity of high - powered or base money (currency and bank reserves), and corresponding changes in the total money stock, this isn't always so.

Central banks can most readily do that by adjusting the total size of their balance sheets, which they do by either acquiring or selling assets.

Most actively managed mutual funds charge fees and expenses based on the size of the fund, usually 1 percent to 2 percent of the total assets under management.

The investment community uses this figure to determine a company's size, as opposed to using sales or total asset figures.

The portfolio contains all tax - qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

If your portfolio is small relative to the size of your total available assets and you can therefore afford to make a mistake (e.g., sell out at or near the bottom in the event that you can't handle the stress), then go ahead and build a high - risk portfolio.

REALLY LOW COST: $ 300 annual flat fee regardless of portfolio size, no more paying a % of your assets, the wall street financial advisor model (aka AUM) REAL CONTROL Total Checkbook control at the bank of your choice, write a check, no delays, no problems.

The Fund normally invests 50 % -70 % of its total assets in well - established, large cap equity securities with market capitalization sizes of greater than $ 5 billion.

In conclusion, we estimate the size of the smart beta ETF space for domestic US equity exposure is already about $ 75B or 9 % of the total ETF assets for domestic US equity.

As fund size increases, the return per dollar invested declines as total assets increase.

The total sample size was 645 net current asset selections.

It requires an examination of your total assets and income, the size of the family, as well as other factors.

The solvency ratio of an insurance company is the size of its capital relative to all the risk it has taken, which is all liabilities subtracted from total assets.

Size — Brighthouse is a major life insurance and annuity company with $ 240 billion total assets and 2.8 million insurance policies and annuity contracts inforce.

While it's generally safe to mention the size of your total client portfolio, such as the $ 3 billion portfolio discussed in the portfolio manager resume sample, use your best judgment when disclosing your firm's total assets under management.

NREI: Can you share any of the company's growth goals going forward in terms of investment portfolio size or total real estate assets under management?

Since its founding, RMR has grown under the leadership of Portnoy and his son, Adam Portnoy, to its current size of approximately $ 30 billion of total assets under management.