Sentence examples for portfolio transaction from inspiring English sources

Also look at internal portfolio transaction expenses, which are usually found in a fund's "statement of additional information," which most investors never read.

In exchange, Fairfield Greenwich claimed to apply "due diligence" to every portfolio transaction — though we now know Madoff didn't actually trade a single stock or bond listed in his statements for at least the past 13 years.

Operating expenses should be shown in dollar terms, it says, not just in percentages, and portfolio transaction costs must be published in a way that allows investors to compare their fund manager with others.Just as the Sarbanes-Oxley act dealt with corporate governance last year, Mr Baker's bill would strengthen the governance of mutual funds.

For a fund that trades heavily and owns stocks in smaller companies, portfolio transaction costs could easily add a few percentage points to your annual cost burden.

The Multifamily segment generates revenue from a variety of sources, including guaranty fees on the mortgage loans underlying multifamily Fannie Mae MBS and on the multifamily mortgage loans held in its portfolio, transaction fees associated with the multifamily business and bond credit enhancement fees.

Late last year, however, Capital Research eliminated that consideration when choosing brokerage firms to execute portfolio transactions, Mr. Freadhoff said.

He filed a separate motion on Dec. 17 to force General Re to produce communications that may show Mr. Buffett's involvement with the so-called loss portfolio transactions.

In order to achieve greater flexibility in portfolio selection, transaction cost, short selling and higher moments should be considered, and actual transactions should be reflected.

During the period studied, this market-timing portfolio, after transaction costs, gained 11.5percentt, annualized.

Senior managers, including Mr. Parseghian, approved a strategy that included selling and repurchasing some bonds in its portfolio, a transaction that had no economic effect but created a one-time loss to offset the gain.

Higher turnover in share portfolios boosts transaction costs and dents returns, for instance.