Sentences with phrase «total invested assets»

Furthermore, they have total invested assets of $ 900 million while the amount of insurance in - force now stands at nearly $ 13 billion.

This exposure represents 12.5 percent of life insurance companies» total invested assets.

TOTAL ASSET VALUE AND INVESTMENT FUND AGE: Regarding the total assets of these lowest cost investment funds and time that they have been in existance, most hold a minimum of a hundred million dollars of total invested assets and have been operating a minimum of three years.

TOTAL ASSETS PLUS INVESTOR FUND OPERATING AGE: Regarding the total invested assets of these lowest cost investment funds and the length of time that they have existed, they hold several hundred million dollars of total investment portfolio assets or much more and have been operating a minimum of three years.

TOTAL INVESTED ASSETS PLUS FUND AGE: Regarding the total assets of these low cost investment funds and time that they have existed, the vast majority hold at least a hundred million of total asset value and have been operating for at least three years.

TOTAL INVESTED ASSETS AND INVESTING FUND AGE: Concerning the total asset value of these low cost investment funds and time they have existed, most have a minimum of a hundred million of total invested assets and have existed for at least three years.

In addition, assets in passive investing strategies continue to increase as a percentage of total invested assets.

Not exact matches

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

These funds consist of total cash, short - term invested assets and other readily marketable securities held by the holding company.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Today, through our many subsidiaries, we offer investing and trading services for more than eleven million funded client accounts that total more than $ 1 trillion in assets, investor education services boasting hundreds of thousands of graduates, and custodial services for more than 6,000 independent registered investment advisors (RIAs).

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

The fund invests primarily in investment grade debt securities, but may invest up to 10 % of its total assets in high yield securities rated B or higher by Moody's.

The ETF normally invests at least 80 % of its total assets in securities that compose the Gold Miners Index.

His primary responsibilities covered a portfolio of global businesses totaling nearly CDN $ 13 billion in annual revenue and included global direct investing, advisory and Canadian asset management businesses, as well as leadership of Canadian personal banking, business banking and auto finance.

Though the numbers look big, our weekly estimates (which cover more than 95 percent of industry assets) show that redemptions from bond mutual funds in June totaled less than 2 percent of the nearly $ 3.8 trillion invested in bond funds.

New Energy Capital invests in diversified portfolios of power generation and energy assets with a focus on small - to mid-size projects and companies with total capital requirements of $ 20 - $ 300 million.

All the adjustments made to TWX's total assets, in order to calculate invested capital, can be found here.

See the adjustments made to XOM» s total assets here and the invested capital calculation here.

These six entities are responsible for NIS 74 billion - almost 90 % of the total assets invested in exchange traded funds by the local institutions.

Even in the U.S., the Securities and Exchange Commission (SEC) generally enforces regulation that assures that only accredited investors (i.e. people who own over $ 1M in total assets or have made more than $ 200K annually and will continue to do so) invest in private companies.

My own evaluation of this is reflected in the fact that the majority of my personal assets are invested in the Strategic Growth Fund (nearly all the remainder, outside of a small amount in money market funds, is in the Strategic Total Return Fund).

It has been often researched and opined that the types of assets one invests in is more important for long - term total return than specific securities selected.

We recommend that you use no more than 5 % of your total invest - able assets to trade binary options.

You may invest among as many of the following portfolios, objective - based or age - based asset allocations as you'd like, as long as your total allocation equals 100 %:

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

The restrictions may include, but not limited to; expiry time, the maximum amount that can be invested in a trade, total number of trades that can be simultaneously placed, which assets are to be traded or discarded, etc..

The Fund will normally invest at least 90 % of its total assets in dividend paying common stocks that comprise Index.

The Fund generally invests substantially all, but at least 80 %, of its total assets in the securities comprising the Index.

Indeed, a new report from The Forum for Sustainable and Responsible Investment (US SIF) shows that, since 2012, total US assets under management using sustainable investing strategies increased 76 % to $ 6.57 trillion.

If it is viewed as a separate asset class, it is invested in based on the total expected return, volatility and diversification it adds to the total portfolio.

At least 30 % of the fund's total assets must be invested in Weekly Liquid Assets, which can consist of cash, direct obligations of the U.S. government such as U.S. Treasury bills, certain other U.S. government agency debt that is issued at a discount and matures within 60 days or less, or securities that will mature or are payable within 5 businessassets must be invested in Weekly Liquid Assets, which can consist of cash, direct obligations of the U.S. government such as U.S. Treasury bills, certain other U.S. government agency debt that is issued at a discount and matures within 60 days or less, or securities that will mature or are payable within 5 businessAssets, which can consist of cash, direct obligations of the U.S. government such as U.S. Treasury bills, certain other U.S. government agency debt that is issued at a discount and matures within 60 days or less, or securities that will mature or are payable within 5 business days.

For taxable funds, at least 10 % of the fund's total assets must be invested in Daily Liquid Assets, which can consist of cash, direct obligations of the U.S. government, or securities that will mature or are payable within one businesassets must be invested in Daily Liquid Assets, which can consist of cash, direct obligations of the U.S. government, or securities that will mature or are payable within one businesAssets, which can consist of cash, direct obligations of the U.S. government, or securities that will mature or are payable within one business day.

Normally at least 99.5 % of the fund's total assets are invested in cash, U.S. government securities and / or repurchase agreements that are collateralized fully (i.e., collateralized by cash or government securities)-- including at least 80 % in U.S. government securities and repurchase agreements for those securities.

Each year we voluntarily disclose the total assets that the firm's employees, our families and the Funds» trustees have invested in the Oakmark Funds; as of December 31, 2016, that number is over $ 400 million, reflecting significant share purchases during the past year.

Normally at least 99.5 % of the fund's total assets are invested in cash, U.S. Treasury securities and / or repurchase agreements * collateralized by U.S. Treasury securities — including at least 80 % of the fund's assets in U.S. Treasury securities and repurchase agreements for those securities.

Normally at least 99.5 % of the fund's total assets are invested in cash and U.S. Treasury securities — including at least 80 % of the fund's assets in U.S. Treasury securities.

At his departure in June 2015, total assets invested between the two divisions was over $ 2.5 B. Prior to Lending Club, Mike held various sales management roles at Fisher Investments.

Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk asset over a life - time that will allow people who started with nothing to achieve their goal of total financial independence?

The main intention of the endowment is to invest it, so that the total asset value will result to an inflation - adjusted principal amount, along with additional income which will be used for further investments and additional expenditures.

However, Apple, whose total assets are claimed in 2015 to be about 290 billion USDs, and whose cash position is relatively small at roughly 11.4 billion USDs [page 22], appears to be heavily and increasingly invested in «paper cash equivalents and marketable securities» [see table 2].

Total assets under management purchased by GS - managed real estate funds exceeded $ 100 billion in cost, including $ 10 billion of equity invested by Goldman Sachs and its managing partners.

Schroder Multi-Asset Total Return Fund invests in a broad range of asset types, which can help to generate positive returns or reduce risk at different times.These include assets that are familiar to most, such as equities and bonds, along with assets in more specialist investment areas such as currencies and commodities.

The Fund intends to qualify as a government money market fund and is required to invest at least 99.5 % of its total assets in cash, U.S. government securities, and / or repurchase agreements that are fully collateralized by cash or government securities.

The fund normally invests at least 65 % of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities.

The fund will invest at least 80 % of its total assets in common stock.

The fund can invest up to 20 % of its total assets in cash or other loans, securities and other investments.

Under normal circumstances, the fund invests at least 80 % of its total assets in income producing floating rate loans and other floating rate debt securities.

Under normal market conditions, the fund will invest not less than 80 % of its total assets in bonds.