There was no minimum threshold for the dollar amount of invested assets required to participate.
Actually, in the U.S. alone, there are trillions of invested assets poorly structured for performance.
These factors make fixed maturity securities and ideal choice for insurance companies, which typically invest 50-70% of their total invested assets in fixed maturity securities.
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The bank reported that its gross margin on invested assets at its wealth management business fell 4 basis points in the fourth quarter to 85 basis points.
Insurance companies use their invested assets to pay for the insurance claims of their customers and to generate additional income that can be paid out as dividends to their shareholders.
They continue, for example, to have considerable exposure to European banks, with, as of May 31, 2012, approximately 30% of prime fund assets invested in debt issued by banks based in Europe generally and approximately 14% of prime fund assets invested in debt issued by banks located in the Eurozone.
But better, surely, to be invested in assets that have been shunned than those that everyone loves and, almost by definition, already owns.
Federal prosecutors lost a jury trial against two former Bear Stearns Cos. hedge-fund managers accused of lying to investors about how they invested their assets.
They borrowed money by taking in deposits as well as selling bonds, promised to repay, and then invested in assets they were sure would pay off.
If there is ever a collapse of the euro, being invested in assets that could be denominated in a German currency would amount to "catastrophe insurance, " said Peter Papadakos, of Green Street Advisors.
Some plans have a significant percentage, say 40%, of their total assets invested in employer stock.
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Shockingly, 7% of participants have more than 80% of their 401(k) assets invested in employer shares.
Applied Finance screens 5, 000 stocks by comparing the assets invested in a business to an income figure.
If the single asset class exceeds 25%, there must be other assets invested to hedge the primary asset class driver.
Among those that offer stock, workers have an average of 20% of assets invested in it, Hewitt says.
The latest detailed portfolio from Vanguard showed 6.5% of assets invested in Merck and smaller amounts in 82 other stocks.
Nor would it make much difference were Social Security to be invested in other assets such as equities, investment-grade bonds and property.
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Both had only a few million dollars in assets invested in them.
This is the main reason we continue to believe that investors should maintain a relatively fixed strategic percentage of their assets invested internationally.
But there is no net cash at all if the sale proceeds are re-invested in fresh assets, yet the IRS will insist on levying a tax.
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Clearly, it was foreseeable to these professionals, as well as the company sponsor, that a heavy concentration of plan assets invested in company stock could be disastrous.
The drawbacks related to the funds of funds of funds approach recommended to pensions by their investment consultants today are enormous and can be summarized as follows: a pension may end up having hundreds of millions of dollars or approximately 20% of its assets invested with over 150 largely unregulated high-risk money managers scattered throughout the world whose identities, securities holdings, trading costs and custodians are unknown.
Only about 10% of Japan's financial assets are invested in equities and mutual funds.
But money invested in "alternative assets" like private equity (and venture capital) would see expected returns of 14%-16%.
Repsol also peddled a stake to China's Sinopec, which had already invested in its Brazilian assets and reportedly made an offer.
The breach of fiduciary duty allegations stem from the fact that the Plan assets are invested in a tax deferred variable annuity.
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Indeed, Fitch Ratings issued a report in June concluding that 50% of all prime money market fund assets were invested in European banks!
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Also charged in a separate SEC lawsuit was California-based investment adviser Stanley Chais, who oversaw three funds that had invested all of their assets with Madoff.
Right now, only 11% of Japanese financial assets are invested in equities and mutual funds, compared with 45% in the U.S. and 22% in Europe.
In a Deloitte study of 20, 000 US firms, the rate of return on assets and invested capital declined by 75 percent during the period 1965-2011.
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