Remove 2014 Remove Assets Remove Ethics
article thumbnail

Don't get an "F" on FBAR

Brown Advisory

When clients have assets in multiple countries, this task can become more complicated—not just in terms of long-term thinking, but also in ensuring they are compliant with all those countries’ tax codes. taxpayer must file an FBAR in any year that they have assets in financial accounts outside the U.S.

article thumbnail

Pharma stock hits 5% upper circuit after reporting 353% YoY increase in net profits

Trade Brains

About the company Trident Lifeline Limited was founded in 2014 and manufactures and markets pharmaceutical products across domestic and international markets. Trident Lifeline Limited operates through an asset-light model, partnering with contract manufacturers to produce high-quality medications.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. RITHOLTZ: So you joined Global X in 2014. What percentage of the assets are in ETFs relative to mutual funds? I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5

Clients 162
article thumbnail

Rich vs. Wealthy: What’s the Difference?

Good Financial Cents

While they earned half a million dollars per year, they only had $17,000 in total assets. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name! For example, wealthy people focus on buying income-producing assets instead of depreciating assets.

Investing 110
article thumbnail

Global Leaders Investment Letter: August 2022

Brown Advisory

As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S.

article thumbnail

Know What You Own

Brown Advisory

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings. We believe it is essential for investors to clarify the precise objectives of their screening efforts.

article thumbnail

Know What You Own

Brown Advisory

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings. We believe it is essential for investors to clarify the precise objectives of their screening efforts.