Sentences with phrase «underlying holdings for»

Back in March, I wrote about how TD now uses its new ETFs as underlying holdings for its Managed Index Portfolios, a series of balanced mutual funds.

Turns out RBC is planning to do something similar: once their ETFs hit the street in September, they'll become the underlying holdings for some of their index mutual funds as well.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

Not exact matches

Nestle SA posted slower - than - expected first quarter sales but held to its full year forecast for underlying revenue growth.

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed.

The actual earnings estimates for the underlying holdings are provided by FactSet, First Call, I / B / E / S Consensus, and Reuters and are used to calculate a mean 3 - 5 year EPS growth rate estimate.

As with all «short ETFs,» which typically underperform their underlying indexes with longer holding periods, this swing trade is only intended to be held for a quick «pop» of no more than a few days (as opposed to our typical holding time of 1 to 3 weeks).

Shares counted toward these guidelines include any shares held by the executive directly or through a broker, shares held through the HP 401 (k) Plan, shares held as restricted stock, shares underlying time - vested RSUs, and shares underlying vested but unexercised stock options (50 % of the in - the - money value of such options is used for this calculation).

If you've bought a biotech ETF for example, and have no idea of its composition or the underlying value of the constituent portfolio, how can you possibly know what the right price is to buy, hold or sell?

For the past couple of years, underlying inflation has been held down by the lagged effects of the exchange rate appreciation that took place during 2002 and 2003, but the maximum impact from that source has now passed.

However, the solid underlying fundamentals and attractive valuations of the fund's holdings provide an excellent opportunity for a return to outperformance going forward.

For instance, the LS40 fund holds an assortment of Vanguard's underlying equity funds that together make up 40 % total equity exposure.

Ultimately, the underlying fundamentals of Royce Special Equity Fund's holdings, with low market expectations, provide excellent opportunity for outperformance moving forward.

For portfolios that are invested in a selection of «building - block» strategies, rather than managed holistically, with full access to a wide range of investment tools and techniques, it is just as important to «look through» to underlying holdings to take account of factor exposures.

Those revenues easily cover the cost of providing that liquidity, which is the cost of understanding the psychology of the passive investors, so as to anticipate their net flows, and also the cost of determining the fair value of the underlying securities, to know what prices he can prudently pay for them, in case he gets stuck holding them.

For some time, underlying CPI inflation has been held down by the lagged effects of the exchange rate appreciation that took place during 2002 and 2003, while domestically sourced inflation has been higher.

However, the tax law requires that the underlying investment be held for at least three years to qualify for the capital gains rate.

Though the ECB has acknowledged that one of the main factors underlying the eurozone's stagnation is a lack of credit growth, any potential use of QE seems unlikely to make much of an impact in this regard, even if an announcement of QE could drive yields down further, making it even less attractive for banks to hold government bonds.

In the case of a Shareholder that acquires its Shares as part of a creation of a Basket, the delivery of Bitcoins to the Trust in exchange for the underlying Bitcoins represented by the Shares will not be a taxable event to the Shareholder, and the Shareholder's tax basis and holding period for the Shareholder's pro rata share of the Bitcoins held by the Trust will be the same as its tax basis and holding period for the Bitcoins delivered in exchange therefor (except to the extent of any cash contributed for such Shares).

Shareholders that hold multiple lots of Shares, or that are contemplating acquiring multiple lots of Shares, should consult their tax advisors as to the determination of the tax basis and holding period for the underlying Bitcoins related to such Shares.

For Ozick, however, the literary critic is herself the architect of literary tradition, arranging works, authors, movements, and trends in conversation with one another, «teas [ing] out hidden imperatives and assumptions held in common, and... creat [ing] the fertilizing conditions that underlie and stimulate a living literary consciousness.»

Thus there is little hope for our recovering a feeling of truly belonging to the cosmos as long as we hold onto the assumptions about physical reality (such as the primacy of primary qualities and cognate assumptions) underlying scientism and materialism.5 For we will continue to have a gnawing suspicion that the real world is so different from our projections that we are still without a home in the universe as it runs on colorlessly and meaninglessly beneath our secondary and tertiary «subjective» projectiofor our recovering a feeling of truly belonging to the cosmos as long as we hold onto the assumptions about physical reality (such as the primacy of primary qualities and cognate assumptions) underlying scientism and materialism.5 For we will continue to have a gnawing suspicion that the real world is so different from our projections that we are still without a home in the universe as it runs on colorlessly and meaninglessly beneath our secondary and tertiary «subjective» projectioFor we will continue to have a gnawing suspicion that the real world is so different from our projections that we are still without a home in the universe as it runs on colorlessly and meaninglessly beneath our secondary and tertiary «subjective» projections.

That is, claims for equal treatment for individuals may be held to depend on a doctrine of personal identity which is less fundamental than the doctrine of social inheritance underlying claims for the maximization of the total welfare.

Schwartz walked DiCaprio through the underlying neurology to help him understand that, for Hughes, those four words — show me the blueprints — held a magical power, offering him an escape from his fear.

For example, JP Morgan held credit derivatives based on $ 366 million worth of underlying assets in 2002, the year they promoted a CRO.

Among postmenopausal women with normal body mass index (BMI), those with higher body fat levels had an increased risk for invasive breast cancer, according to data presented at the American Association for Cancer Research Special Conference Obesity and Cancer: Mechanisms Underlying Etiology and Outcomes, held Jan. 27 - 30.

Geologists had predicted the plunge for weeks, citing the retreat of an underlying glacier that had held the rock in place.

«I wouldn't hold my breath for one single rule underlying why some animals have one or two kneecaps,» says Regnault.

«And the way she's holding the little biscuit for the parrot makes you wonder if there's something sexual underlying that gesture.

The leaps of logic in the plot and farfetched ideas on the judicial system stretch the believability to its maximum proportion, and even if the underlying message of the movie is the culpability of big businesses in tainting juries for their own profits, the contortions made to hold together the story make for some rough patches.

I would, therefore, ask Hanushek and Lindseth to stop tilting at windmills and to join with me in instituting a dialogue in major areas in which we do agree, like the fact that courts can and should hold states and school districts accountable for better performance, and that «school funding policies must recognize the underlying heterogeneity of students and their educational challenges and ensure that all schools have the means to succeed» (Hanushek and Lindseth, Schoolhouses, Courthouses, and Statehouses, page 218).

To make these choices you must consider several factors: the information students are held accountable for on high - stakes tests, the minimal depth of conceptual understanding they need in order to continue deepening their understanding in a subsequent course or grade level, and the most significant ideas underlying the course content.

But there were other problems as well: NCLB did not itself provide sufficient incentives for students to work hard, as only teachers were held accountable for failure, and the legislation did not end the enduring inequalities of educational opportunity for low - income and minority students that underlie the achievement gap.

• Only 19 % supports the federal government holding schools accountable for what students learn, a major premise underlying both the Bush and Obama education policies.

We must change the underlying policy environment in which schools and educators operate, the mechanisms through which our schools are funded and the way we hold schools accountable for the progress of their students.

Hover the cursor over the label to display a drop down menu that allows you to access the holding detail page for each of the underlying holdings.

Less developed markets are generally less well regulated than the UK, they may be less liquid and may have less reliable arrangements for trading and settlement of the underlying holdings.

Hence, for the debt mutual funds, declining bond prices of underlying holdings have been impacting the return that is a function of changing bond price.

For those that want the quick hit and don't care about the underlying ideas, here is the main idea: A vehicle holding assets may appear more liquid than the assets themselves, but that is onl...

Buy stocks for their underlying fundamentals — not their sale price — and hold it for the long - term.

Would selling another call help compensate for any loss on the buy close of the covered call and help the investor hold on to the underlying?

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

The underlying strategy is to buy, collect, and hold good dividend growth stocks for long periods of time.

In making tradeoffs among competing alternatives, we have distinguished ourselves from other professional investors in several ways: our willingness to hold cash balances, sometimes substantial, awaiting opportunities; our preference for investments with a catalyst for the realization of underlying value; our willingness to accept varying degrees of illiquidity in exchange for incremental return; and our flexibility in pursuing opportunities in new areas.

So it will credit the investor's account for 100,000 shares and simultaneously purchase $ 2 million worth of the fund's underlying holdings.

You'll discover much more as well, including how to unlock the underlying value in a holding company discount, and how dividend yields can be misleading in the search for value.

This means that the underlying holdings must meet the minimum standards for pension plans established by the Employee Retirement Income Security Act of 1974 (ERISA).

These funds have oftentimes been scrutinized for underperforming the dividend growth rates of the underlying holdings

In other words, if I already like the underlying stock — and if I think it's already trading at a reasonable price — then if I'm «stuck» holding shares at expiration (April 24) then that's perfectly fine with me: I can simply collect the stock's growing dividend while waiting for a new opportunity to sell another round of covered calls.

These funds address the phantom income issue by paying out a monthly distribution that includes both the coupon income coming from the underlying TIPS held in the funds, as well as the principal adjustment for inflation.