Sentences with phrase «well as an investment asset»

As is known, virtual currencies, also known as cryptocurrencies, are becoming or have already become very popular; in certain countries they are becoming or have already become legal tender, as well as an investment asset.

Not exact matches

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

Also, notwithstanding a silly fiscal policy and the ongoing political impasse, the U.S. economy has some very good things going for it now, as even king of doom, Nouriel Roubini, couldn't help but note: the Fed is going to stick to its asset - buying regime for the foreseeable future, providing a monetary protein shake the recovery still very much needs; the housing rebound is well on its way, which is helping Americans rebuild their wealth and is boosting employment in many states with high jobless rates; and the shale oil and gas revolution continues to power investment, job creation and revenue growth.

Besides listing obvious information such as revenues and assets, Weiss also evaluates the riskiness of various types of insurer investments, then draws conclusions about the insurer's current level of financial strength as well as its ability to withstand a severe recession.

If a home is seen as an investment as well as shelter, it's smart to follow standard advice about the value of spreading your money among various types of assets.

Some assets, however, may no longer serve a public policy purpose and are of particular interest to, for example, Ontario's large pension plans as good long - term investments.

Depending on the opportunity and asset class, Hedgewood is prepared to make relatively small investments as well as significant equity commitments in any one transaction.

Many investment firms typically tie bonuses to the returns their funds give investors as well as asset growth.

Typically, buyers execute an extensive due diligence process prior to consummating the purchase of a business or investment to gain a full understanding of the both the assets being acquired as well as any liabilities or risks inherent in the business or transaction.

The Fund will further limit its aggregate investments in issuers subject to the 15 % Limitation as well as other private funds, private REITs and Private Real Estate Investment Funds to 35 % of its net assets (the «35 % Limitation»).

Murphy has hired an investment bank to explore options for its stake in a Canadian oil sands project as well as its Montney natural gas assets in British Columbia.

According to the GAO, there are over 485,000 IRAs, worth approximately $ 49.7 billion, invested in unconventional assets, such as energy investments, equipment leasing, foreign - based assets, farming interests, precious metals, private equity, promissory notes (both secured and unsecured), real estate, and tax liens, as well as virtual currency.

So, it's not totally clear whether Ether is a security, but with people pouring record amounts of money into the digital asset, there's good reason to believe that it's been regarded as an investment.

Even as the Federal Reserve reduces its investments in mortgage - backed securities, there are good reasons to be bullish on these assets.

Offers increased asset allocation choices including a REIT (Real Estate Investment Trust) and natural resources ETF (exchange traded fund) as well as a single - stock diversification service so you can have increased portfolio diversification.

The second part of a cash flow statement shows the cash flow from all investing activities, which generally include purchases or sales of long - term assets, such as property, plant and equipment, as well as investment securities.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

The bank co-led with IBM a $ 60 million investment in Digital Asset Holdings, as well as a $ 50 million fund in Circle, a digital payments startup headed by Brightcove founder Jeremy Allaire.

Your long - term assets should be divvied up among a wide array of domestic stocks — big and small, fast - growing and dividend - paying — as well as international stocks, real estate investment trusts (REITs) and commodities, says Mark.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

«We saw total average deposit growth; loan growth in our residential mortgage, credit card and subscription finance portfolios; as well as higher assets under management in Wealth and Investment Management.»

Tax, Foreign Investment In Spotlight A summary of comments made after the first reading of bill 419059 - 7, «On Digital Financial Assets,» shows the Kremlin eager to enshrine foreign investor access to future Russian token releases, as well as produce clear tax obligations for cryptocurrency holdings from the outset.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and can not eliminate the risk of investment losses.

Now is a good time to reassess your asset allocation if you aren't in an investment that does this for you, such as a target date fund.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

«Over the last few months, sentiment about fixed income has flipped dramatically: from a favored investment destination that is deemed to benefit from exceptional support from central banks, to an asset class experiencing large outflows, negative returns and reduced standing as an anchor of a well - diversified asset allocation.»

Join the GSAM workshop to explore EM through a multi-asset lens; looking at investment techniques for allocating across the spectrum of EM asset classes, as well as sharing our views on the most attractive opportunities for generating capital growth and income.

The firm had $ 47.4 billion in assets under management (AUM) as of Feb. 28, placing it second only to BlackRock Asset Management Canada Ltd. ($ 59.1 billion in AUM) and well ahead of third - place Vanguard Investments Canada Inc. ($ 14.8 billion in AUM).

As well as being an important part of a diversified investment portfolio, a hedge fund portfolio can be an eligible asset for investors seeking financinAs well as being an important part of a diversified investment portfolio, a hedge fund portfolio can be an eligible asset for investors seeking financinas being an important part of a diversified investment portfolio, a hedge fund portfolio can be an eligible asset for investors seeking financing.

The focus on EVA helps ensure executives continue to be good stewards of capital and as SMP states, «EVA recognizes the productive use of capital assets and, therefore, wise, responsible decision - making regarding capital investments.»

I was pleased as well to see sustainable investment firms, often coordinated by Walden Asset Management, engage with corporations in an effort to have them disclose their payments to trade associations such as the Chamber.

In his role, Philipp is responsible for the design and management of custom multi-asset models and strategies as well as delivering multi asset investment insights into the local market.

These assets are a combination of retirement and non-retirement investment accounts, as well as other sources.

As an independent fiduciary, Align scours the ever - growing landscape of impact investments to find the options in each asset category that best match your personal values and goals.

As the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investmentAs the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investmentas well as social and environmental impact through their investmentas social and environmental impact through their investments.

Valuentum (val ∙ u ∙ n ∙ tum)[val - yoo - en - tuh - m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors / companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools / products, and more.

Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.

The companies that own hard assets like pipeline master limited partnerships (MLPs) and real estate investment trusts (REITs) are a good addition for inflation protection though they can pay off in other ways as well.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

It's well established by past experience that investors who spread their money across a range of investments do better than those who concentrate it in one company, industry or asset class (such as stocks, bonds, or real estate).

As most of the investment research suggests, the investor is better off setting an asset allocation, in line with one's age and risk tolerance, and sticking with it.

Regions provides traditional commercial, retail and mortgage banking services, as well as other financial services in the fields of investment banking, asset management, trust, mutual funds, securities brokerage, insurance and other specialty financing.»

The Edward Jones Investment Policy Committee offers its viewpoints on the U.S. economy, equities, the bond market, international markets and asset classes, as well as a special topic of interest to investors each quarter.

Dama refers to middle - aged Chinese women who are hungry for new assets but lack basic investment knowledge and skills (pretty much the same gendered concept as the bitcoin grandma featured in one well - known business paper).

His practice focuses on cross-border tax and structuring, asset protection, multi-jurisdictional investment structures, as well as international tax controversy work for clients involving the use of trusts, foundations, insurance solutions, and other fiduciary arrangements.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

This group of investment professionals is responsible for constructing investment guidance and asset allocation guidelines, as well as developing the firm's expectations for long - term capital market returns.

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

In its seventh edition, this state of the market report presents investors» perspectives on key issues important to the impact investing industry, as well as analysis of their investment activity, asset allocations by geography, sector, and investment instrument, impact measurement practice, and performance.