Sentences with phrase «vehicle holding assets»

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...

Not exact matches

He notes that the research frequently does not take into account the trillions of dollars of assets people hold outside of formal pension vehicles, most notably in home equity and non-taxable accounts.

The off - balance sheet vehicles have been used by financial institutions to keep some assets off their balance sheets, thereby avoiding the need to hold regulatory capital against them.»

It's an investment vehicle that trades on an exchange, just like a stock, and can hold a diversified mix of stocks, bonds, commodities, currencies, options or a blend of assets, like a mutual fund.

I also had a holding in Colony Financial (CLNY: US), a Colony Capital vehicle investing in distressed property assets & securities.

The complaint says this pattern of failing to leverage the assets and negotiating power of the Principal CITs to demand the lowest - cost vehicle and share class was not limited to the Diversified International Fund — for eleven of the thirteen investments held by the Principal CITs, Defendants failed to use the least expensive vehicle, failed to use the least expensive share class, or both.

Many MoneySense readers will hold ETFs in registered portfolios — chiefly RRSPs, RRIFs and TFSAs — and any of the three new AA ETFs can provide for these vehicles everything the All - stars were designed to do: asset allocation, international diversification and low - cost (0.22 %), with automatic rebalancing to boot.

Previous research from Strategic Insight shows ETFs hold only a small fraction of defined contribution (DC) retirement plan assets, but the ETF vehicle has finally found a point of entry into the DC market as an underlying investment within other vehicles, such as target - date mutual funds (TDFs).

Your vehicle is considered an asset and can hold value that is used as collateral.

«One is the trillions of dollars of assets people hold outside of formal pension vehicles, most notably in home equity and non-taxable accounts.

For most assets there isn't a difference between the treatment of the RRSP and TFSA, except US equities held through US vehicles, which can save the withholding tax in the RRSP (and international equities gets complicated but let's say a weak RRSP preference as well).

Bluewaters Communications Holdings LLC, an investment vehicle specialising in telecoms and media assets, claims that its bid for a controlling stake in Formula One was derailed by a corrupt agreement reached between Mr Bernard Ecclestone and Dr Gerhard Gribkowsky, the banker responsible for the sale of the controlling stake, owned by German bank, Bayerische Landesbank (BLB).

Acted for a spouse in a contentious marital breakdown in determination of entitlements where majority of assets held in trust vehicles.

The incidences that raised the son's suspicions were that he felt the business was sold for less than it was worth, the manner in which title to a home where his mother and former partner lived was held, and that other assets were sold off rather than kept (such as paintings and vehicles).

The identification and valuation of these assets, which can be held in both domestic and offshore vehicles such as trusts, limited liability entities and the like, can trigger significant discovery disputes and involve multiple valuation experts (and the related review of valuation reports), lengthy depositions and the related forensic accounting and valuation of both funds and underlying portfolio companies.

A holding company, aptly named Shield Investments Inc., contains millions of dollars worth of Mr. Carter's personal assets, including his private residence and multiple luxury vehicles.

«We are delighted that The Linux Foundation is providing a broadly - supported vehicle through which we can contribute the Hyperledger brand and enterprise grade blockchain solutions to the open source community,» said financial superstar Blythe Masters, CEO of Digital Asset Holdings.

The consensus amount asset protection specialists is that a Limited Liability Company (LLC) is the best vehicle in which to hold long term investment real estate.

Although there are many benefits to holding real property assets through an LLC, a limited liability company may not be the best holding vehicle for every property owner.