Sentences with phrase «as the investment strategy of»

5) Endless switching between investment strategies: As the investment strategy of insured changes, they can switch from one strategy to another unlimited times.

Not exact matches

It's an unusual investment strategy, to be sure, but like other kinds of U.S. real estate, recreational ranch land values nosedived in the downturn, shedding as much 50 percent from the peak in certain markets.

Before starting Ark, Wood spent 12 years at AllianceBernstein as chief investment officer of global thematic strategies, where she managed $ 5 billion.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.

The IRS RMD rules can be a bit confusing, and failing to satisfy your annual RMD can be expensive, costing you an excise - tax penalty of up to 50 percent on the amount not distributed as required, warns Manisha Thakor, director of Wealth Strategies for Women at Buckingham and The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country.

You should not treat any opinion expressed by Cramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

Jeffrey Saut, Raymond James chief investment strategist, and Jason Pride, Glenmede director of investment strategy, weigh in on the market's record rally and where they are seeing investment opportunities as valuations become slightly stretched.

That strategy is also how Patrick believes O'Shaughnessy Asset Management, as an active investment manager of $ 6.2 billion, will remain relevant in a world where investors have gravitated toward passive, low fee index investing.

Icahn has billions as the founder of Icahn Enterprises and makes the bulk of his riches via savvy investment strategies.

But there's no question that AI is a big area of investment for Apple, and HomePod will play an important role in this strategy as Apple makes progress.

A lack of formal education, as well as investing experience, led to herd - like behaviour with stocks routinely rallying hard as investors followed the actions of others rather than using more traditional investment strategies like fundamentals or technicals.

Of these, fully half involve creating a new governmental or quasi-governmental agency (such as the Canada Infrastructure Bank), while the remaining are so ambiguous as to be potentially meaningless (for example, creating a foreign direct investment strategy «in line with the country's economic growth strategy»).

Those worried about potential security threats posed by Chinese investments in sensitive areas (such as high - tech, communications, and energy) point to Beijing's declared strategy of «going out» to gain technology and resource security as grounds for scrutinizing Chinese investments.

To hear many investment advisers tell it, there's little reason to shift gears — regardless of what's going on in the various financial markets — as long as your long - term strategy makes sense.

That has been part of the appeal of the so - called «4 percent rule» — an investment - income strategy that says as long as you withdraw no more than 4 percent of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.

Most of Canada's trading partners have had digital economy strategies in place for years, using the policies to set goals for connectivity, guide investments in networks and digital infrastructure, as well as establish legal frameworks to provide privacy protection and enhance consumer confidence in electronic commerce.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

However, most of your rebuttals are outliers and some are just short sighted... as are most traditional investment strategies.

Behavioral funds are a category of mutual funds that use behavioral finance as a basis for their investment strategy.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

Investors shouldn't get too caught up in every twist and turn of the stock market, experts say, and should keep their big - picture investment strategies in mind as they weather fluctuations due to political events.

Most recently she served as director of external affairs and communications for Spectra Energy's Canadian LNG business, responsible for development of natural gas infrastructure investment opportunities related to liquefied natural gas in Western Canada, as well as development of strategies to address market, regulatory, and stakeholder risks associated with potential LNG projects.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.

As covered in my post The Importance of Having Your Own Investment Strategy, I am a value investor from the school of Benjamin Graham and Warren Buffett.

We've walked away from a number of deals recently because we didn't like the valuation,» said Jeff Housenbold, a chief dealmaker at SoftBank, as he discussed its investment strategy more broadly at the Cross-Border Venture Summit conference Wednesday.

In both roles, she participated as a member of senior strategy and investment committee meetings.

The material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

An investment in these strategies is subject to various risks, such as those market risks common to entities investing in all types of securities, including market volatility.

A portfolio manager's assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

As part of our effort, we regularly host investor meetings at which managers have an opportunity to discuss their investment strategies and return profiles, and respond to inquiries from allocators.

As per Investment Strategy 101 and How to make money picking stocks, CL fits the Risk / Reward profile of a great stock to buy.

The company considers merger and acquisition investment as a component of its operational growth strategy.

The opinions expressed are not intended to serve as investment advice (either under the Investment Advisers Act of 1940, or the Department of Labor's Fiduciary Advice Rule), a recommendation, offer, or solicitation to buy or sell any securities, or recommendation regarding specific investment sinvestment advice (either under the Investment Advisers Act of 1940, or the Department of Labor's Fiduciary Advice Rule), a recommendation, offer, or solicitation to buy or sell any securities, or recommendation regarding specific investment sInvestment Advisers Act of 1940, or the Department of Labor's Fiduciary Advice Rule), a recommendation, offer, or solicitation to buy or sell any securities, or recommendation regarding specific investment sinvestment strategies.

Andy runs all technical analysis as part of risk management processes, manages DT Investment Partner's taxable fixed income strategies and has primary responsibility for its security selection decisions.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

In my experience, a dividend growth portfolio strategy seems to be performing better as an investment than owning a home, in my honest opinion, I would rather rent in a great area than own a home in that area, jeez if I were able to get a lease agreement for 10 years indexed at inflation or at 2.5 % increase annually I would take it and take my down payment and invest it in my portfolio, and continue to contribute the max in my 401K, HSA, and Roth IRA, while enjoying living in a low tax bracket because of my contributions.

While many investment management firms only offer tax - loss harvesting at year's end, Strategic Advisers uses this and a number of other strategies throughout the year designed to help reduce your tax liability and help reach your goals as quickly as possible.1

Tax - sensitive investment strategies, such as tax - loss harvesting, designed to help you keep more of what you earn1

* As of March 31, 2017 Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (WFII).

Since then, it has become one of the prevailing investment paradigms (i.e. investment strategies, such as growth investing, dividend investing, day trading, etc.) that investors today use.

As an investor who studies in great detail the strategies and investment philosophies of the great value investors, I have always been intrigued by the debate of value vs. growth.

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF) announced today that its Board of Trustees has approved the separation of its business into two separate and independent publicly traded companies: NexPoint Credit Strategies Fund («NHF»), which will continue to operate as a non-diversified, closed - end investment company; and NexPoint Residential Trust, Inc. («NXRT»), which will acquire, own, operate and selectively develop multifamily properties.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

You might not have a strong track record of success playing the stock market but you can still generate attractive returns on certain types of investments as part of your retirement planning strategy.

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF)(«NHF») today announced that it has set February 17, 2015 as the new record date for its special meeting of shareholders, which is scheduled for March 6, 2015, to approve a new investment advisory agreement to be entered into by NHF's subsidiary NexPoint Residential Trust, Inc. («NXRT») in connection with NHF's proposed spin - off of NXRT.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.