Sentences with phrase «which investment research»

Studies that get the numbers wildly wrong do not serve the purpose for which investment research is conducted.

Not exact matches

The minimum spread at which a bank would be willing to offer five - year mortgages is about 140 basis points, says Ohad Lederer, a financial services analyst at Veritas Investment Research.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

HP executive Andrew Bolwell will lead the new investment arm, which will report to Shane Wall, HP's chief technology officer and head of the company's research arm, HP Labs.

In all, disclosed investment in enterprise - storage startups has amounted to about a billion dollars per year in each of the last few years, says Simon Robinson, a research vice president for storage and information management with 451 Research, which has been covering the space sinresearch vice president for storage and information management with 451 Research, which has been covering the space sinResearch, which has been covering the space since 2000.

In actively managed funds, professional stock pickers use sophisticated research and human judgment to choose which investments to include in the fund.

Among the fund's first investments are Apervita, a cloud - based analytics platform; SHYFT Analytics, a cloud - based pharmaceutical research platform, and Mindstrong Health, which uses machine learning to help patients assess their mental health disorders through their smartphones.

«They've done a very impressive job,» says R.J. Hottovy, senior retail and restaurant analyst at Chicago - based investment research firm Morningstar (with which Inc. shares an owner).

Still, Paul Boothe, director of Western's Lawrence Centre, points to some intriguing ongoing research he's overseeing into Ontario's manufacturing sector, which strongly suggests Canada could be making it far easier for foreign companies to sort out the wide range of federal and provincial programs and policies that might lure their investments.

C40 cites a recent report by the New Climate Economy, a research organization, which estimates there is a $ 17 trillion opportunity worldwide by 2050 from investments in smarter, low - emission cities.

Fidelity, which bought Zenefits shares in the May investment round, marked down the value of its stake by 48 % as of the end of September, according to data from the investment research company Morningstar.

There's no researching which investments you need to purchase or what percentage for each.

Our style of investment is referred to as impact investing, which J.P. Morgan Global Research and Rockefeller Foundation in a 2010 report called «an emerging alternative asset class» and defined as investing with the intent to create positive impact beyond financial return.

The study contrasts with earlier research which concluded that companies that repatriated foreign earnings following the 2004 legislation tended to be those with rather limited investment opportunities both at home and abroad, a paucity, it was argued, that explains their failure to fund domestic investment through debt financing before the tax holiday.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

New Constructs CEO David Trainer is a member of the Investor Advisory Committee that advises FASB, the Financial Accounting Standards Board, which means the ratings in your reports represent the newest standards of investment research.

The depth of our research provides us with comprehensive insights into the many factors that affect the value of an investment, which may include ESG issues.

Research shows that the four focuses of DASH for the STASH — financial fraud, building a nest egg, selecting financial advisers, and the cost of investment fees — are all topics about which many investors need to learn more.

Consistent with their status as independent investment platforms, each investment manager determines the extent to which various research inputs are included and weighted in their investment decisions.

Our investment philosophy is defined by our unwavering commitment to value investing, which is always supported by our own independent research and analysis.

Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset base, research published today by the UK Sustainable Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.

The Proxy Preview 2015 report was produced via collaboration between As You Sow, a nonprofit organization that promotes corporate responsibility through shareholder advocacy and innovative legal strategies; the Sustainable Investments Institute (Si2), which conducts impartial research on social and environmental share - holder proposals; and Proxy Impact, a shareholder advocacy and proxy voting service for foundations, endowments and socially responsible investors.

As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research.

In 2010, the investment research company Morningstar conducted a study to see which variable was better at predicting a mutual fund's future return:

The underwriters and their respective affiliates are full service financial institutions engaged in various activities, which may include sales and trading, commercial and investment banking, advisory, investment management, investment research, principal investment, hedging, market making, brokerage and other financial and non-financial activities and services.

«The idea of focusing on investment - grade assets is clever as it avoids the Greek issue, which could allow them to announce the full details of the program in January,» said Nick Kounis, head of macro research at ABN Amro Bank NV in Amsterdam.

DailyWealth is an informational service of Stansberry & Associates Investment Research, which is owned by or affiliated with Agora Inc..

We believe that investment skill can be identified by a global, dynamic and repeatable research process during which we can identify the most talented managers across what we consider to be the best strategies globally.

Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing binvestment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing bInvestment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

Tudor (Tudor, Pickering, Holt and Co., an energy investment bank) analysts said in Friday research note that part of steep drop in prices could be attributed to trading algorithms in the market, which can lead to widespread sell - offs once prices reach a specific threshold».

In a report dated Feb. 5, Goldman Sachs» global head of investment research suggests that investors in ICOs could possibly lose their entire investments — which ties to Faura's underlying premise that ICOs should be regulated «to protect investors.»

He previously served as executive vice president and chief investment officer of non-US and global equity investments for MFS, during which time he oversaw the company's global portfolio management, research and trading functions.

Clients don't hire a particular portfolio manager when they hire the firm, they hire our global research and investment process, which is our alpha - generating engine.

Previous investors were led by Grand Challenges Canada, funded by the Government of Canada, which provided $ 1 million through a Transition to Scale investment and helped catalyze matching investments from a wide range of sources including Maple Leaf Angels, MaRS Innovation, the University of Toronto's Connaught Seed Fund, the Government of Canada through the National Research Council of Canada Industrial Research Assistance Program (NRC - IRAP) and the Scientific Research and Experimental Development Tax Incentive Program (SR&ED), and the Government of Ontario through investment by Ontario Centres of Excellence and support by MaRS Discovery District and ventureLAB / Genesis.

However, what does not change in our investment process is the constant application of fundamental research to identify the best stocks and bonds with which to confront an ever - changing and uncertain future.

Clients don't hire a particular portfolio manager (PM) when they hire the firm, they hire our global research and investment process, which is our alpha - generating engine.

The emphasis on investment process rather than on a star manager means that clients do not hire a particular PM when they hire the firm they hire our global research and investment platform, which is our alpha - generating engine.

They said increased scale from the combination should help improve margins, which in turn should allow additional investment in research and development.

He is also an Investment Analyst on the International Research team at Harris Associates which he joined in 2009.

The GVBOT welcomes enhanced research funding, such as the $ 700 million investment over five years in the Industrial Research Assistance Program, which will support entrepreneurs and small business owners in developing and commercializing innovative technresearch funding, such as the $ 700 million investment over five years in the Industrial Research Assistance Program, which will support entrepreneurs and small business owners in developing and commercializing innovative technResearch Assistance Program, which will support entrepreneurs and small business owners in developing and commercializing innovative technologies.

It needs to offer a more concrete interpretation: one that focuses on the research upon which investment recommendations...

Do you provide investment research reports which include NOPLAT, ROIC, FCF, etc..

Bryan Luebbert, a principal in Investment Advisory, leads the Portfolio Construction team, which manages the Edward Jones Advisory Solutions ® Research Models and Bridge Builder mutual funds.

There's little data available yet on the investment returns of these collaborative deals by family offices, said Amit, who is chairman of the university's Wharton Global Family Alliance, which researches family - wealth management.

Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocationInvestment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocationinvestment themes which can be used to help make asset allocation decisions

Mar Vista Investment Partners has a really interesting research piece out The Price You Pay which has a great table outlining the benefit of an asymmetric return profile (i.e. having more market exposure during up markets than down markets).

He is also the Chief Investment Officer for U.S. Equities at Harris Associates, which he joined in 1983; he served as the firm's Director of Research from 1990 to 1998.

Scott Thoma began his career with Edward Jones in May 2000 and is responsible for the Strategy team in Research, which includes Investment Strategy and Client Needs Research.

For more global macro research, we also just yesterday posted up investment commentary from John Brynjolfsson's Armored Wolf which also presented a current look at where we stand.