An Investment Management Account (IMA) is a versatile fund management set up that allows one to diversify your stock portfolio by gaining access to a wide range of financial tools that period various asset types. Through an Investment Management Account, Wealth Management clients take advantage of the proven knowledge and knowledge of BPI Asset Trust and Management Company.
Behind each account are industry professionals and research experts equipped with the knowledge, experience and resources to implement investment strategies to meet your financial goals. Financial statements can be found online on a 24/7 basis providing clients with regular updates on the worthiness and movements of their investments. As a Wealth Management customer, you are also assigned a dedicated Investment Counselor who attends to the daily investment requirements of your IMA. If trading is new to you, then an IMA consisting solely of BPI-managed Unit Investment Trust Funds (UITFs) and Mutual Funds (MFs) would be a good start. Based on your risk profile, you will be recommended and given options from among various model portfolios that suit varying risk tolerances, investment objectives and investment horizons. MyPortfolio accounts are actively-managed and rebalanced pursuing BPI Asset Management’s view of the financial markets.
Jefferson & Daughter has a price of equity of 14.6 percent and a pre-tax cost of debts of 7.8 percent. The required come back on the possessions is 13.2 percent. What’s the firm’s debt-equity ratio predicated on M & M II without taxes? Learning Objective: 16-01 The result of financial leverage. A debt-equity is got with the Corner Bakery proportion of 0.62. The firm’s required come back on possessions is 14.2 percent and its own cost of equity is 16.1 percent. What’s the pre-tax cost of debts predicated on M & M Proposition II with no fees? Learning Objective: 16-01 The result of financial leverage.
- Able to connect complex principles to people in an easy to understand way
- Avoid peer-to-peer execution
- Identifies where companies value is via and if current stock price is justified
- “Ensuring good union jobs with family assisting income and benefits”
48,900, an unlevered cost of capital of 14.5 percent, and a taxes rate of 34 percent. 8,000 of personal debt that posesses 7 percent promotion. The debt is offering at par value. What’s the value of the firm? Learning Objective: 16-02 The impact of fees and personal bankruptcy on capital structure choice.
19 a share. The current cost of equity is 15.4 percent and the taxes rate is 34 percent. 1.2 million of debt with a promotion rate of 8 percent to its capital structure. The personal debt will be sold at par value. What is the levered value of the equity? Learning Objective: 16-02 The impact of taxes and bankruptcy on capital structure choice. 25,000. Your debt has an 8.5 percent coupon. The taxes rate is 34 percent.
What is the value of the firm? Learning Objective: 16-02 The impact of fees and bankruptcy on capital structure choice. 52,300. The unlevered cost of capital is 14.1 percent and the tax rate is 36 percent. What’s the value of the firm? Learning Objective: 16-02 The impact of taxes and personal bankruptcy on capital structure choice.