Sentences with phrase «when equity performance»

Not exact matches

More specifically, the regulator is examining how private equity firms report a key metric of their past performance when they market new funds to investors.

The U.S. Securities and Exchange Commission is examining how private equity firms report a key metric of their past performance when they market new funds to investors, as the regulator boosts its scrutiny of the industry, according to people familiar with the matter.

The largest impact can be seen when looking at the relative performance of U.S. and foreign equities in relation to the dollar.

These Australian equity hedge fund managers employ a variety of absolute return strategies that when combined produce a portfolio that has the ability to deliver positive performance irrespective of whether the equity market is rising or falling.

The additional factors considered when determining any changes in fair value between the most recent valuation report and the grant dates included, when available, the prices paid in recent transactions involving our equity securities, as well as our operating and financial performance, current industry conditions and the market performance of comparable publicly traded companies.

The fact is, there has been a ton of money made / performance driven by, for example, «long Russell 2k» vs «short USTs» / «short ED,» or being long equities «value» against short equities «growth» since back mid 2016 when we began seeing positioning pivot this way (and accelerating post-Trump).

Though, when you take a closer look at recent equity performance in May, each year there has been some volatility in the markets during May and the overall gains have been only marginal.

Outside of the 1980 bond performance (when yields dropped from nearly 14 percent to 9.5 percent), the two most recent equity bear market performances by bonds really stand out.

When Shiller's metric is high, equity performance over the next 10 - years tends towards the disappointing and vice versa.

There is some evidence that «valuation levels» e.g. Shiller's CAPE 10 ratio, have some predictive power when it comes equity performance a decade or so down the line.

When performance relative to the other senior currency (the euro) and the world's most important equity index (the S&P 500) are taken into account it becomes clear that the gold market has been weak.

Results show that managed futures tend to perform best when equities perform worst and that the performance of systematic traders is more negatively related to that of equities.

Two conclusions from recent PISA studies are that increased national performance is associated with greater equity in the distribution of educational resources and that equity can be undermined when school choice segregates students into schools based on socioeconomic background.

Leveling the Playing Field: Creating Funding Equity Through Student - Based Budgeting When Cincinnati Public Schools devised a reform strategy for improving student performance, it became clear that the district's traditional budgeting system was inadequate.

Government has shown that when it regulates the system for quality and equity, but doesn't run schools directly, performance can improve.

Back to what I said earlier — when I said bond returns are often scrutinized, what I mean it that what would be considered a small change in the performance of an equity portfolio is a much larger difference in a bond portfolio.

Financial planners have warned us that this kind of gain is about all we should budget for in future equity returns, but it's hard to accept that kind of performance when you are looking over your shoulder at a boffo year in the U.S.. All the reason, we say, to spread your money around and not keep too much at home.

Even more impressively, when you look at our five - year performance history, you'll find that we have once again outperformed every single Canadian equity mutual fund.

«For example, when the fund pays distributions it needs to sell a portion of the Canadian equities to raise the cash, and in years when markets have positive performance those positions will be sold at higher prices than they were acquired, and thus trigger capital gains.

There was also a return on equity factor which added positive performance when combined with price momentum.

Our study showed that even when we narrowed the peer group from all funds, to all equity funds, then to large - cap funds and finally to large blend funds, the relative performance of the index fund didn't change dramatically.

Setting aside the fact that performance is a lagging indicator, not a leading one, how do we institutional private equity portfolio managers show our face in our Monday meetings when the hedge fund cats speak in tongues, regularly dropping Greek, Sanskrit, and Cuneiform in their discourses on performance?

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.

Both Quantum Long Term Equity (QLTE) and HDFC Top 200 funds are good funds, with proven track record.QLTE's performance has been slightly volatile when compared to the three funds that i have mentioned in Diversified Equity category.

This occurs most often when sales material only shows how a policy would perform given positive, steady equity market performance year after year.

Of course the daily price performance is a problem when investing in equity funds.

While IUL policies can boost the performance of your cash account over that of traditional UL, the restrictions on how much you can benefit from market movements in the form of cap and participation rates should be studied carefully when considering a purchase of IUL, given their potential to limit the growth of these equity indexed accounts.

When everyone believes in the inevitability of stocks, à la «Dow 36,000» (we'll get there by 2025 or so), equity valuations are high, past equity performance has probably been great, and the future equity premium is small — think 1929, 1972, August 1987 and February 2000.

When it comes to choosing a top performing equity mutual fund, look out for good, consistent performance rather than expense ratio.

Momentum, for example, was the top - performing factor in 2007 when equity markets were strong, but it was the worst performer in 2008 when the global financial crisis hit.3 These swings in performance can be unsettling to many investors, causing them to sell and potentially miss out on rebounding performance.

Quite the juxtaposition in global equity performance, but understandable when one considers the prior period global spillover of Fed QE into the global asset markets all in the search for higher rates of return in a period that had become an ice age for nominal US interest rates.

When performance relative to the other senior currency (the euro) and the world's most important equity index (the S&P 500) are taken into account it becomes clear that the gold market has been weak.

Outside of the 1980 bond performance (when yields dropped from nearly 14 percent to 9.5 percent), the two most recent equity bear market performances by bonds really stand out.

NAV was subsequently sliced in half, to $ 5.50 — when you consider AAA mark - to - markets at the time, let alone equity performance, that's actually an extraordinary performance for a portfolio of (leveraged) residual equity tranches.

While International Developed Markets fell behind the performance of U.S. Domestic Equities when comparing quarter three with quarter four; Emerging... Read More

If VL and VUL policyowners select a portfolio of investments within their policies that are similar to the equity index used in an IUL equity - indexed interest crediting formula, they can expect investment performance and cash value accumulations to be at least as great as, and generally greater than, that for the IUL policy when equity markets are up.

The median hourly pay gap was two percent in favor of women, however.According to Apple, the average pay gap is due to more men holding senior positions at the company, and when factoring in «similar roles, markets, and performance» it has achieved pay equity.

That performance followed up an equally strong 2016, when data center REITs posted a gain of 26.41 percent, the second largest gain of all equity REITs.

By sitting on so much «Lazy Money» in the form of equity I was making less than 5 percent in terms of ROE (The IRR metric is when you buy, the ROE is to evaluate the performance once you are in operation).