Sentences with phrase «with similar assets»

Second mortgages tend to carry higher interest rates than the first mortgages, despite being secured with similar assets.

As opposed to some trading programs, in which traders don't really have full access or command over the trading platform, Nextoption's apps promises that it allows trading with similar assets plus trade instruments that are available on the web version.

Vanguard shareholders, on the other hand, pay the company only $ 138 million to manage $ 82 billion in funds with similar asset allocations and levels of risk.

But now that it's going head - to - head with XIC, the BMO fund can claim a competitive advantage: the two funds track the same index, with a similar asset base, and ZCN offers a significantly lower fee.

With that combo, you're guaranteed to outperform most other investors with a similar asset allocation, because their results will be dragged down by their higher investment costs.

The asset sold is then replaced with a similar asset to maintain the portfolio's asset allocation and expected risk and return levels.

Not exact matches

Verizon's move to sell public asset - backed securities follows a variety of similar, private arrangements that the company and other wireless carriers have struck with big banks.

Tax - loss harvesting is a good reason to sell a losing asset, provided you replace it with something that offers similar risk.

Sales pitches are broadly similar: farmland is presented as performing equally well or better than equities and other asset classes, with less volatility.

Adjusted for the similar tax effects, SBC expense and also for deferred tax asset valuation allowances provided on operations of our newly acquired Uber and Foodfox businesses, our effective tax rate for Q1 2018 was 23.5 %, compared with 23.8 % for Q1 2017.

On balance, then, more than to a 1994 - style meltdown, fixed income assets seem about to be confronted with dynamics similar to the second half of the 1960s, coupled with complications of a 2003 - style curve steepening.

III is a newly organized blank check company founded by Daniel J. Hennessy and formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses.

III (HCAC III) is a newly organized blank check company founded by Daniel J. Hennessy and formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses.

A number of asset managers are being hit with similar lawsuits by employees, such as New York Life Insurance Co. and American Century.

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

Japan offers a similar story, with the Bank of Japan committed to 80 trillion yen / year of asset purchases.

«Plaza Token,» which would have apparently been structured similar to other asset - backed securitized tokens, would provide investors with equity in Chimera — after the real estate firm had acquired the Plaza Hotel property.

This is especially true if you're working with amateurs, or if you're working with a designer for only a logo or similar single asset.

The broader cryptocurrency market enjoyed a similar rally, with the total value of all assets in circulation rebounding nearly $ 190 billion from their previous low.

Based on a comparison of total expense ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock asset class.

Opposition to the appointment has reportedly been exacerbated by a perceived lack of consultation with investors, and the fact that Schroders itself has, as an asset manager, voted against similar moves by other companies.

As Principal's earnings mix continues to tilt toward asset management, we believe it will be rewarded with an earnings multiple similar to that of its asset manager peers, which trade at healthy premiums to insurers.

Also, stocks are volatile and generally the riskiest assets, with the possible exception of credit default swaps, high - yield «junk» bonds, and other similar assets.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

They are not likely to sell, for the simple reason that they will have a hard time replacing the assets with anything offering a similar yield.

Both asset classes share similar risk profiles, with a simple distinction between foreign government and domestic corporate credit risk.

MissionPoint will integrate these assets into a new business with a similar mission as ImpactUs - to increase the flow of capital into private impact investments.

We deployed an Affinity Propagation algorithm to find three distinct clusters of crypto assets, at the top end of the market capitalization table, with similar movements.IntroductionA few months ago Radicle's Crypto team began working on a Crypto Index, not as an investment vehicle, but rather for the purpose of having a clear and unbiased benchmark...

With tax loss harvesting, we report losses on our portfolio, but we don't really lose the money, as we invest it into a similar asset.

Since December «17 I drastically pared back on my equity allocation (to only 25 % of my overall asset allocation) and reinvested in real estate Crowdfunding, similar to you with the proceeds from your SF house sale.

It creates a model using data from the Federal Reserve Board's Survey of Consumer Finances and other datasets to estimate household debt and assets, comparing the projected debts and assets of a college - educated household with average levels of education debt to a similar household without debt.

The company in 2000 acquired the assets of Celentano Brothers of Verona, N.J., a company with a similar history and family tradition.

Whilst many go to great lengths to protect their physical assets many do not take similar precautions with their digital...

They want a republic with mechanisms that are similar to the mechanisms to the ideal hunter gatherer society (primitive communism)... of muilt - layer democracy, co-op ownership of assets and parts of public services, legal rights and a constitution, and economic egalitarianism to end relative poverty.

By submitting information to us you acknowledge, consent and agree that United Way of the Southern Tier, Inc., may access, read, preserve and disclose the personal information you provide to us as a donor, along with your usage history, submitted messages or data and similar information regarding your use of the website in order to: (a) comply with any applicable law, regulation, legal process, or governmental request; (b) detect, prevent, or otherwise address fraud, security, or technical issues; (c) respond to your requests for customer service; (d) protect the rights, property, or personal safety of United Way of the Southern Tier, Inc., its visitors, or the public, (e) where we sell any or all our business assets; or (f) as otherwise set forth herein.

Overall, one year after the intervention stopped, the experiment produced a 14 % increase in assets and a 96 % increase in savings, compared with similar groups of people not enrolled in the program, the paper says.

Edutopia may assign any of its rights and obligations under these Terms without notice or consent, including in connection with any merger (including by operation of law), consolidation, reorganization, or sale of all or substantially all of its related assets or similar transaction.

After reviewing two similar companies, I decided to go with Regal Assets to open an IRA and diversify my retirement portfolio.

When you «harvest» a loss, you sell off an asset that's losing money and replace it with one that's similar but not identical.

«Stated differently, there are many academics who would say that buying individual stocks leads to people taking «uncompensated risks», meaning they could likely get a similar return with a lot less volatility if they just diversified more — both within and throughout asset classes.»

Vanguard discovered a similar reluctance to spend when it surveyed retirees with at least $ 100,000 in financial assets.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.

You're more likely to see rebalancing increase returns with asset classes that don't move in lockstep but have similar risk and return characteristics.

DEFINITION: When an individual invests in a mutual fund, that money is pooled with money from other investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

The fund invests, under normal circumstances, at least 80 % of its net assets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoassets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoAssets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic exposures.

Results for affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger investors who are significantly more likely to provide high Investor Sentiment Index scores.

My personal portfolios are similar to the Sleepy Portfolios and rebalancing across them (with only eight asset classes) is already a headache.

Thanks CC, I appreciate the opportunity to discuss this as I find «educated» people are the hardest ones to communicate with about SM, they can use their knowledge (consciously or subconsciously) to duck and dodge what seems to me is the inescapable logic of the superiority of SM in the case of most people who are in position to do it (this I know not from technical analysis or anything, just looking at people who have as much or more income than I do, with similar expenses, but they have half the house or less and are going nowhere fast with their debt to asset ratio and their retirement savings are going to be inadequate if they don't change what they are doing).

On the other hand, thanks to the arbitrage mechanism that all ETFs have and similar to open - end mutual fund valuation, the value of an ETF as traded stays very close to the net asset value of the underlying securities in the ETF, with a spread of around 1 % if any.