Sentences with phrase «whether asset returns»

This is important, because in planning for retirement in the future, it is not clear whether asset returns in the twenty - first century United States will continue to be as great as in the twentieth century, or whether savers and retirees should plan for something closer to the average international experience.

Not exact matches

Finally, the ratio of net income to total assets is a strong indicator of whether the company is getting a favorable rate of return on assets.

Asset owners use our research, data, indexes and multi-asset class risk management tools to determine whether the managers they hire are delivering appropriate risk - adjusted returns.

In our view, the current market environment begs for investors to honestly assess their tolerance for loss, to align the duration of their investment portfolio with the horizon over which they expect to spend their assets; to consider their tolerance for missing returns should even this obscenely overvalued market continue to advance for a while; to understand historical precedents; to consider whether they care about such precedents; and to decide the extent to which they truly believe this time is different.

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

Keep in mind that C has lower asset returns and higher credit costs than other large banks, begging the question as to whether the Fed should really be allowing the bank to increase payouts to equity investors.

Whether we look at housing, mortgage backed securities, or stocks, the underlying reason for a decline in asset prices is the same - the prices are too elevated, relative to the stream of cash flows they will produce, to achieve an acceptable rate of return.

In their August 2016 paper entitled «Globalization and Asset Returns», Geert Bekaert, Campbell Harvey, Andrea Kiguel and Xiaozheng Wang examine whether economic and financial integration increases global comovement of country equity, bond and currency exchange market rReturns», Geert Bekaert, Campbell Harvey, Andrea Kiguel and Xiaozheng Wang examine whether economic and financial integration increases global comovement of country equity, bond and currency exchange market returnsreturns.

For time - series portfolios, they take an equal long (short) position in each asset within a class - strategy according to whether its expected return is positive (negative).

Whether your organization seeks a balanced approach to manage your entire portfolio, or an individual asset class strategy, we will design a customized solution that adheres to your investment policy and reflect your organization's risk and return parameters.

If not, you could withdraw small amounts each year and avoid US income tax (but not the 10 % excise tax), but how long you can continue holding 401 (k) assets after return to India and whether that is long enough to drain the 401 (k) are things that you need to find out.

When you're placing these kinds of trades you will need to predict whether a certain asset is going to fall or rise in value at any given time point, and if you are correct then you will have conducted a returning trade.

E is the Expected Return of the Capital Asset (whether it be your Gold fund, your Large Cap stock or your Emerging Markets ETF, etc)

Inflation impacts all your financial assets in exactly the same way, no matter what asset class is held, no matter whether income is interest, dividends or capital gains, no matter the rate of return earned, no matter whether the asset is held inside an RRSP or taxable account.

It's an individual decision based on several factors — your age, current and projected income level, the rate of return earned on the plan's assets, whether you're an owner - manager or an arm's - length executive and several other considerations.

The real question is whether any particular strategy covering a small portion of the assets of the market can consistently beat the returns of the market on the whole.

It remains to be seen whether the return to international is a sea change on how investors view the asset class; we won't know until the next pullback.

In our view, the current market environment begs for investors to honestly assess their tolerance for loss, to align the duration of their investment portfolio with the horizon over which they expect to spend their assets; to consider their tolerance for missing returns should even this obscenely overvalued market continue to advance for a while; to understand historical precedents; to consider whether they care about such precedents; and to decide the extent to which they truly believe this time is different.

It's hard to say whether this is a good return or not given I don't know what asset class they are investing in — for example, this would be a poor payoff for the risk assumed when investing in global equities.

Whether it's the valuation of an entire asset class or the price of an individual investment, it's the price that will be the biggest determinant of your returns.

Asset allocation is an important factor in determining whether a portfolio performs in line with an investor's financial goals and may help you achieve better returns while lowering risk.

The most common due diligence process is one that provides a list of metrics, including — but not limited to — expense ratio, excess return, and assets under management, and then requires investors to pick through those metrics to determine whether the index fund is any good.

The only value story here is whether we believe we are buying assets on the cheap that at some time in the not - too - distant future will be able to generate any kind of normal returns.

Whether making a leap to a new industry or returning to an old one, your branding / summary section and job descriptions must clearly indicate that your sales experience and skills will be an asset to the company, regardless of if you want to sell spinal devices or lead teams that call on neurologists.

Whether you manage a single real estate asset or a large portfolio, you are continually balancing risk and return.

Whether you're new to real estate investing or simply looking to build your team and maximize your return on investment, Asset Based Lending would love to be your hard money lending partner.

Whether your goal is to grow your portfolio, improve returns on existing assets, or meet other financial goals, Freddie Mac has the strength, expertise, and reliability to get you there.