Sentences with phrase «with investment performance»

Variable life insurance benefits, payable upon death or surrender, vary with the investment performance of an underlying portfolio of securities.

But with investment performance being mediocre over the last few years, it makes the challenge even greater.

If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.

That, at least, is the conclusion researchers came to after giving thousands of participants of a large 401 (k) plan a five - question test to gauge how much they know about basic financial concepts and then comparing the results with investment performance over 10 years.

Values will fluctuate with investment performance, and the annuity may gain or lose value.

«Despite these challenging conditions, we are pleased with our investment performance, specifically our deployment of capital, appreciation of our existing portfolio and realizations from exits,» co-Chief Executive Kewsong Lee said in an investor call on Tuesday.

Not exact matches

«The list will be managed with a goal of providing superior investment performance over the long term.»

Management believes analysts and investors use Adjusted EBITDA as a supplemental measure to evaluate overall operating performance and facilitate comparisons with other wireless communications companies because it is indicative of T - Mobile's ongoing operating performance and trends by excluding the impact of interest expense from financing, non-cash depreciation and amortization from capital investments, non-cash stock - based compensation, network decommissioning costs as they are not indicative of T - Mobile's ongoing operating performance and certain other nonrecurring income and expenses.

For the inflation rate, coupled with individual tax rates, will be the ultimate determinant as to whether our internal operating performance produces successful investment results — i.e., a reasonable gain in purchasing power from funds committed — for you as shareholders.

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.

«In an environment like this return cash to shareholders keeps them pleased with the short - term gains while not committing to large investments that could hurt performance.»

For example, the Vanguard Balanced Index Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market.

A recent winner — a fund whose performance put it in the top quartile in 2013 among portfolios with the same investment objective — had only a 56 percent chance of doing better than average in 2014, barely better than you would expect by random chance.

For my part, I'm happy with the performance of my own mix of investments this past year.

With Albertsons contending with weak sales performance in the last two years, and struggling to keep up with whatever Amazon.com has planned with Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a dWith Albertsons contending with weak sales performance in the last two years, and struggling to keep up with whatever Amazon.com has planned with Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a dwith weak sales performance in the last two years, and struggling to keep up with whatever Amazon.com has planned with Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a dwith whatever Amazon.com has planned with Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a dwith Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a deal.

The S&P GSCI ® seeks to provide investors with a reliable and publicly available benchmark for investment performance in the commodity markets, and is designed to be a «tradable» index.

Environmental, social and governance investing, or ESG, looks at the performance of a company based on the six principles laid out by the United Nations» Principles for Responsible Investment, allowing investors to align values with investments.

Combined with the daily tax - loss harvesting that Wealthfront provides on all taxable accounts, the company says the service can add up to 2 % to annual investment performance.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

(Sec. 13309) This section requires a three - year holding period (one year under current law) for certain net long - term capital gains with respect to partnership interests held in connection with the performance of investment services.

Using simulation and past market performance, a theoretical initial $ 10,000 investment in publicly traded award winners and applicants that scored above the thresholds in either safety or health and wellness — or both — was followed, starting with at least five companies on the first trading day in January 2001.

These funds have been pulling their members» money out of hedge funds in recent years, after getting hit with a «double whammy — poor investment performance accompanied by huge fees.»

With a smart beta approach, overall market performance is considered only one of many factors that can affect investment returns.

Highland Capital Management is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standarinvestment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance StandarInvestment Performance Standards (GIPS).

That's the key to improving business performance with a real measurable return on investment.

The Quarterly Sector Update, including the Sector Scorecard, represents input from 3 discrete Fidelity investment teams — each with unique insights about sector investing — to provide a comprehensive view of the performance potential of the 11 major US stock market sectors over multiple investment horizons.

Our people are dedicated to delivering strong investment performance and exceptional service to clients, team members and business partners and have exposure to working with a dynamic, sophisticated team of experts and a growing range of products.

By combining Franklin Templeton's industry expertise with the diverse insights of our global workforce, we will better position ourselves to deliver exceptional investment performance and world - class customer service in an increasingly competitive world.»

Our performance reporting system — combined with proactive communication — is intended to offer you more than just a report of an investment return.

Investors should take this into consideration and carefully assess all factors such as risks, investment objectives and fees in conjunction with performance history before investing in the Fund.

A convertible arbitrage is mostly exercised with hedge funds... A hedge fund is an investment fund opened to limited range of investors and pays a performance fee to its investment managers Hedge funds are used to offset losses in the principles market, most commonly...

As with all investments, remember that past performance is not a guarantee of future results.

Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

They offer a broad suite of investment capabilities, with over 300 investment professionals and a long history of competitive performance.

With a key decision behind it, KKR can go back to focusing on making the most of market conditions to find superior investment performance for its clients.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

R&IA work in partnership with best - in - class technology to deliver independent and cost effective solutions designed to help institutional investor clients monitor investment decisions, optimize performance, reduce costs, mitigate risk and increase governance capability.

For example, the Vanguard Balanced Index Fund seeks — with 60 percent of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market.

We are delighted to sign this MOU with SBG given the long history, established industry relationships and strong investment performance of SBG and Masayoshi Son.»

With 40 percent of its assets, the fund seeks to track the investment performance of a broad, market - weighted bond index.

«Don't be overly impressed with investment firms that have highly successful investment performance records within the recent past» Bennett Goodspeed

Last August, at the time of the announcement of the sale of the Washington Post, I noted that Washington Post Co. shares had proved a mediocre investment over the past two decades, trailing the S&P 500 by more than 2.5 percentage points on an annualized investment (although starting at the time Buffett began accumulating shares, in 1973, the performance was much better, with an estimated annual return of 11.5 %).

«For investors considering sustainable investing, the energizing prospect of aligning their investments with their values can be tempered by reservations about whether they may be sacrificing investment performance,» says Audrey Choi, CEO of the Morgan Stanley Institute for Sustainable Investing.

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

Using personality profiles for 21 Australian self - directed investors along with information about their trading and investment performance during July 2004 - June 2005, they conclude that: Keep Reading

Miller Value Partners claims compliance with the Global Investment Performance Standards (GIPS ®).

According to a new Morgan Stanley study comparing the performance of sustainable investments with traditional investments, the answer is no.

In the case of both lists, the causes of the stand - out performances were stock specific with no overarching investment themes of note.