Investors closing an equity account outright are as likely as not to open a new bond fund or money market account.
The US stock market is up over 20% in the last 12 months, so a million dollars in an equity account somewhere probably returned at least that.
But when they were given the option to invest in their own company's stock, they allocated more than 40% of their money to company stock and divided the rest equally between stocks and bonds--meaning that almost three-fourths of their portfolio was now in equities, simply because they put their own company's stock in a different mental account than other equity investments.
If these markets were taken into account, the historical equity premium would be even lower.
IMF, do not take sufficient account of poverty and equity considerations.
In a few companies, outstanding options now account for almost half the equity.
Han Ong, regional strategist for Salomon Smith Barney in Hong Kong, says Malaysia had been regarded as a defensive play due to its currency controls and closed current account during the recent global equity meltdown.
Some want it to have influence commensurate with the size of America's equity markets, which account for almost half of global market capitalisation.
For 88% of Equity's customers, the bank was the first bank at which they ever opened an account, and more than three-quarters of Equity's loans are unsecured by collateral.
Private equity and real estate each account for about 40% of the alternative investments in the IRAs at Pensco, Rodriques reports.
In a bankruptcy filing in the U.S. (think Refco), segregated futures accounts have seniority over other creditors and equity holders, so futures account holders get paid first.
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Do you have home equity or money in your retirement account that you can borrow from?
Investors may also be charged if their adviser invests part of their account in a hedge fund or private-equity fund.
Unit trusts account for about 13% of the British equity market, which means that, to a significant extent, these managers are the market.
The Committee has given a deadline of 21 January for CalPERS to respond to ten hard-hitting questions aimed at better understanding the process employed by that fund's managers in making international debt and equity purchasing decisions (including the account histories of several questionable holdings).
It is as if these investors were throwing money into a bank account that pays no interest and is subject to equity risk.
Over time, says fund researcher Lipper , the average equity fund investor investing through a taxable account gives up 2.5 percentage points of annual return to the taxman.
People use an investment product, such as an equity based investment in an Individual Savings Account, to pay off the debt at the end of the mortgage period - typically after 25 years.
In Japan, the average equity exposure is far lower, where bonds account for 48.8% of funds.
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Mr. Wang said long-term investments, including direct investments, private equity, infrastructure and real estate, now account for more than half of the fund's global portfolio, with the rest in public-market securities.
The sovereign debt crisis in the euro zone and the lingering uncertainty over the repercussions of the debate on reducing the Federal deficit in the United States have the potential to impact the global debt origination market that account for approximately 43% of the revenues of the equity underwriting and debt origination segment of Goldman Sachs.
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Schultz, after analyzing each of the individual securities, would sell virtually the whole taxable account (except for Sara Lee) and reconstitute the overall equity portfolio to only 10% growth.
Good news for equity investors--and a return to current account deficits matched by foreign direct investment inflows that will spur growth and keep Asian currencies relatively strong against the yen.
If the reason is doubtful, so is the result: the process of choosing which equity analyst stays or which sales team keeps which account is likely to be contentious in all but the few areas where one firm has a decided edge (where it will merely be brutal).
Looking at the decline in total assets under management, equity assets are currently at about beginning-of-year levels, indicating that while many equity markets have not provided negative returns for the year, dedicated emerging market equity fund managers may have lightened up in their positioning to account for this retreat in assets under management.
It stuffs the monthly account statements with encouragement to take out car loans as well as home-equity loans and other mortgage debt.
For early boomers with exposure to the downturn (that is having two of these assets: housing equity, a 401(k) plan or an Individual Retirement Account), they need to sock away a median 7% more of their compensation each year, including raises, until they reach 65, says Jack VanDerhei, research director of the Employee Benefits Research Institute in Washington, D.
Smaller firms, which account for more than three-quarters of the economy, have ratios of debt to equity almost twice those of big companies and are thus more vulnerable to rising rates.
Equity markets had recently rallied even in the face of bad economic news on account of growing hopes that the Fed would step in with further measures to deal with slowing growth, but there was no masking the disappointment at the release of August employment data, which showed a net-nil job creation last month.
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