Sentences with phrase «value of the investment grade»

Each issuer is limited to 3 % of the market value of the investment grade corporate position of the index.

Not exact matches

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

I'm about 50 % in real estate — mostly direct investment in value - add multifamily whereby I own small percentages, in the form of LP interests, in C + / B - grade apartment complexes which will be slowly transformed into B +.

The Barclays U.S. Aggregate Bond Index is a market value — weighted index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or more.

Barclays U.S. Aggregate Bond Index is a broad - based, market - value - weighted benchmark that measures the performance of the U.S.dollar - denominated, investment - grade, fixed - rate, taxable bond market.

Bloomberg Barclays Long U.S. Government Credit Index includes all publicly issued U.S. government and corporate securities that have a remaining maturity of 10 or more years, are rated investment grade, and have $ 250 million or more of outstanding face value.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

Property and casualty insurance companies invest a substantial percentage of book value and policyholder «float,» which is money they hold until policy claims are paid out but do not own, in investment - grade bonds, particularly corporate bonds.

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

The value of a stay at home mom must not be graded on the cleanliness of her home, it shall be valued for their selfless investment in their children.

To maintain the value implied by the senior debt rating, the TIFIA debt can not exceed the amount of the senior obligations unless the TIFIA credit instrument receives two investment grade ratings.

The strategy uses a value - driven approach and seeks to maximize after - tax total return by investing in a portfolio of investment grade, fixed income securities.

The drugmaker's bonds were cut to junk from investment grade by Moody's after its US$ 41 - billion buyout of Allergan Plc's generics business in 2016 left the company with a debt load that outweighed its value in the stock market.

Teva Pharmaceutical's bonds were cut to junk from investment grade by Moody's after its US$ 41 - billion buyout of Allergan's generics business in 2016 left the company with a debt load that outweighed its value in the stock market.

A healthy dollop of investment - grade fixed income that isn't overly sensitive to interest rates helps produce reliable income and keeps portfolio values stable.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

Illiquid asset Immediate - or - cancel Income bond Income statement Indenture Index Indication of interest Individual Retirement Account (IRA) Industrial revenue bonds Inflation Inflation rate Initial public offering Inside market Insider Instinet Institutional investor Intangible drilling and development costs Integration Interbank market Interest Intermarket Trading System (ITS) Interpositioning In - the - money Intrastate offering Intrinsic value Introducing broker / dealers Inventory Inverted head and shoulders pattern Investment Investment adviser Investment Advisers Act of 1940 Investment banker Investment Company Investment Company Act of 1940 Investment contract Investment grade securities Investor brochure In - whole call IOC IPO Issue Issuer

Investment - grade is the type of life insurance that is optimized for death benefit performance, in contrast to high cash value life insurance.

The strategy uses a value - driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities.

Ideally, you want to choose a combination of low - cost funds that will give you exposure to stocks of all types and styles (domestic, foreign, large, small, growth and value) as well as bond funds that track the broad investment - grade bond market (government and corporate issues in a range of maturities).

Calculating from those percentages and Fitch's total figure of $ 75 billion in 370 CDOs referencing investment - grade corporate credits, then Fitch - only deals would amount to $ 21 billion in notional value.

The Markit iBoxx ® $ Liquid Investment Grade Index is a modified market - value weighted index designed to provide a balanced representation of U.S. dollar - denominated investment grade corporate bonds publicly offered in the United States by means of including the most liquid investment grade corporate bonds available as determined by the indexInvestment Grade Index is a modified market - value weighted index designed to provide a balanced representation of U.S. dollar - denominated investment grade corporate bonds publicly offered in the United States by means of including the most liquid investment grade corporate bonds available as determined by the indexinvestment grade corporate bonds publicly offered in the United States by means of including the most liquid investment grade corporate bonds available as determined by the indexinvestment grade corporate bonds available as determined by the index provider.

Barclays U.S. Aggregate Bond Index is a broad - based, market - value - weighted benchmark that measures the performance of the U.S.dollar - denominated, investment - grade, fixed - rate, taxable bond market.

As inflation was tamed and interest rates descended from an eye - popping 15.8 % in 1981, the value of high - yielding investment - grade bonds increased dramatically.

Barclay's U.S. Aggregate Bond Index is made up of the Barclay's U.S. Government / Corporate Bond Index, Mortgage - Backed Securities Index, and Asset - Backed Securities Index, including securities that are of investment grade quality or better, have at least one year to maturity, and have an outstanding par value of at least $ 100 million.

If I were managing assets for a pension fund, I would assemble a stable of new - ish value managers, and that would be 70 % of my portfolio, with 30 % investment grade bonds.

The bond investment grade is assigned after assessing the potential of the bond and the bond issuer and depicts how likely and reputed the bond issuer is when it comes to the interest (coupon) payment and also the repayment of the principal face value amount once the bond maturity period is completed.

As it implies, laddering refers to buying various increasing maturities of equivalent - value certificates of deposit (CDs) or investment grade corporate bonds.

The index measures the performance of US dollar - denominated, investment - grade, corporate bond securities publicly issued by non financial companies that have $ 250 million or more of outstanding face value at the time of inclusion and mature between March 31, 2015 and April 1, 2016.

The Index includes publicly issued U.S. dollar denominated corporate issues that have a remaining maturity of greater than or equal to 1 year and less than 3 years, are rated investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investors Service, Inc., Fitch Inc., or Standard & Poor's Financial Services, LLC), and have $ 300 million or more of outstanding face value.

In the next few blogs, we will detail our approach to and back - tested results of employing credit spread (value) and volatility as factors in order to systematically construct a portfolio of U.S. investment - grade corporate bonds.

1) pays a fixed dividend rate of at least 6.5 %; 2) Become callable five years after IPO; 3) Pays dividends quarterly; 4) Be rated «investment grade» by Moody's Investors Service; 5) Be issued by a company that has a perfect track record of never having suspended the dividend payments on a preferred stock (and these are mostly decades old, multibillion dollar companies); 6) Have a «cumulative» dividend obligation; 7) Be issued by a U.S. company; 8) Not be convertible to common stock in the future; 9) Have easy (online) access to the prospectus at IPO; and 10) Have an initial share value (par) of $ 25.00.

A broad ensemble of global income investments, the Fund seeks value opportunities across both traditional investment - grade and high - yield bond sectors and nontraditional asset classes, including convertibles, preferred stocks, non-U.S. sovereign and corporate debt and floating - rate loans.

Do that, and you'll gain exposure to virtually every type of publicly traded stock in the world (large and small, growth and value, domestic and foreign, all industries and sectors) as well as the entire U.S. investment - grade taxable bond market (short - to long - term maturities, corporates, Treasuries and mortgage - backed issues).

Another important takeaway from the Callan table is the value of holding a portion of your nest egg in a safe haven like investment - grade bonds (as opposed to high - yield, or junk, bonds, which are more volatile and tend to move more in synch with stocks than bonds).

Government bonds are a traditional way of investing in fixed income, however, with interest rates likely to rise in Canada in the not too distant future and to continue rising in the U.S., forcing down the market value of old bonds with low interest, they could buy investment grade corporate issues with maturities of five to ten years.

The market value of below investment - grade securities is more sensitive to individual corporate developments and economic changes than higher rated securities.

This data represents the ICE BofAML US High Yield Master II Index value, which tracks the performance of US dollar denominated below investment grade rated corporate debt publically issued in the US domestic market.

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Investment - grade is the type of life insurance that is optimized for death benefit performance, in contrast to high cash value life insurance.

Moody's Investors Service rates the bonds A2, its sixth - highest investment grade and one step below MTA's transportation revenue bonds, citing the stability provided by the escalating ground rent payments, given the high value of the real estate.

The value of the property is it's location and strength of the tenant whether they are credit grade and then investment grade BBB - or better on top of that.

At the beginning of 2016, the estimated market value was $ 120.5 billion, based on an estimated 1.46 million beds in investment - grade properties (i.e., properties of 25 or more beds) and at a value of $ 82,500 per bed.