Sentences with phrase «efficient portfolio using»

A Couch Potato investor can build a very efficient portfolio using a combination of Canadian and U.S. - listed ETFs, but cross-border shopping involves a little savvy.

«Five or ten years ago, it was focused on building an efficient portfolio using the plan's core options,» says Blanchett, head of retirement research at Morningstar Investment Management.

Not exact matches

The prudent use of leverage can help investors employ more risk efficient portfolios without necessarily sacrificing potential returns.

One of the best ways to build a tax - efficient portfolio is to make use of tax - advantaged retirement accounts.

If you're a first - time investor or someone who wants to improve his or her portfolio performance by using a more efficient and cost - effective investment adviser, consider researching Betterment to see if it's right for you.

More conservative investors could also use the strategy to create a more market neutral portfolio by going long QVAL and dynamically shorting S&P 500 futures — a DIY hedge fund for a lot less than 2/20 and a lot more tax - efficient.

For larger portfolios — especially RRSPs — using US - listed ETFs will be more tax - efficient, since the foreign withholding taxes would be much lower (the US portion is exempt and the international dividends are subject to one level of withholding taxes rather than two).

He agreed to let me use his situation as an example of how investors can make their portfolios more efficient and easy to manage.

iShares describes the Core Series as «a competitively priced, diversified, tax - efficient family of ETFs that investors can use as building blocks for the heart of their portfolios.»

Using low fee index funds allows us to maintain a highly efficient and diverse portfolio.

A passive buy - and - hold strategy using ETFs is one of the most efficient ways of building a portfolio.

Most investment techniques used by passive investors bottom on the academic theories of the Efficient Market Hypothesis (EMH) and Efficient Portfolio Theory (EPT) as for example:

It is based on the theory that in an efficient market, where equity prices reflect all known information about a company, there is no capacity for a talented analyst to outperform, and a portfolio that uses the most up - to - date prices should deliver the best results.

In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn about a cost effective and tax efficient way to diversify one's portfolio using institutional style portfolio management and strategies.

Robo advisors use a complex algorithm and multiple investment theories such as the Efficient Market Hypothesis and Modern Portfolio theories.

Robo advisors use at least two trading algorithms or theories to process their decisions, the Efficient Market Hypothesis and the Modern Portfolio Theory (MPT).

Jensen, Gerald R., Robert R. Johnson and Jeffrey M. Mercer, «Efficient Use of Commodity Futures in Diversified Portfolios,» The Journal of Futures Markets 20 (2000): 489 - 506.

A MarketRiders portfolio is constructed using low - cost and tax efficient exchange - traded funds (ETFs) that have average annual fees of 0.2 %.

Otherwise I agree with using the single portfolio approach — it can be much more tax efficient during the accumulation / growth phase.

Today we'll look at ways to create a tax - efficient index portfolio using some innovative ETFs.

If you're out of RRSP and TFSA room, you could use these ETFs to build a reasonably well diversified and tax - efficient portfolio of Canadian stocks (HXT), US stocks (HXS) and bonds (CAB).

Investors and financial advisors also use HXT for tax - efficient exposure to Canadian equities in non-registered investment portfolios, since the swap provides a total return to the index but no dividend income is paid out, which is otherwise taxable.

«Cerulli argues that the debate of active or passive has shifted to active and passive, with more focus on how to best use both as tools to build more efficient client portfolios.

At lower levels of assets (below $ 500,000 in a total portfolio) the prospective client should really use mutual funds, as these are much more efficient when transactions and custodial costs are taken into account.

The required inputs for the efficient frontier include the portfolio assets and expected annual returns, along with volatility expectations when historical volatility is not used.

Presented by: Horizons ETFs In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn about cost - effective and tax - efficient ways to diversify their portfolio using institutional style portfolio management and strategies.

The suggested asset allocations were not created using Markowitz's efficient frontier or portfolio optimization software.

Use the portfolio optimizer tool to run optimize portfolios based on mean - variance, conditional value - at - risk (CVaR), or drawdowns, and explore the efficient frontier of the portfolio assets for a given time period.

We use low - cost products and manage portfolios in a tax - efficient way to make sure clients keep as much as possible.

Some investors take a third approach: They view the market for blue - chip U.S. stocks as highly efficient, so they index that portion of their portfolio using, say, an S&P 500 - index fund.

The portfolio includes events for the areas of photovoltaics, PV production technologies, energy storage, smart renewable energy, solar thermal technologies, solar architecture, energy efficient buildings and the use of biomass in power generation.

I also have experience in designing and managing efficient and cost - effective due diligence and information - gathering projects for large property portfolios making use of innovative methods to achieve clients» goals.

Analyzed and evaluated risk / return profiles of possible asset allocations using wealth projection analysis to identify most efficient portfolio given investment horizon and risk tolerance.

• Increased company's market share by 21 % by suggesting and creating advertising campaigns correlating perfectly with its services • Created a huge portfolio for Pepsi Co. spanning 5 websites and 15000 images • Trained 5 groups of newly hired advertising account executives in creating and delivering advertising campaigns based on visionary strategies • Meet clients to determine their specific advertising and promotion needs and provide them with feedback and advice • Orchestrate discussion with clients to provide them with an overview of present condition of their market share • Present campaign pitches to both existing and new clients, ensuring that the pitches address their specific needs • Create portfolios of clients» accounts and monitor related activities in them • Manage and review clients» advertising projects and ensure that they are delivered in a time - efficient manner • Identify accounts with shrinking revenues and reach out to their representatives to provide them with assistance to sustain themselves • Use contacts to generate new business and ensure that «hot» leads are followed up in a timely manner • Organize media briefings and assist in the creation of marketing procedures • Carry out appraisals and evaluations to ensure that project targets are met and clients» requirements are being fulfilled

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

ESSENTIAL DUTIES AND RESPONSIBILITIES: Take and prioritize service orders and handle each order in an efficient and timely manner Examine and diagnose problems with air conditioning and heating units for single family homes and perform any necessary maintenance or repairs Interact on a regular basis with Leasing Agents, Maintenance Manager, Portfolio Manager and residents Repair and replace any kitchen appliances that are property of Tricon; to include refrigerators, stoves, washers, dryers, dishwashers and microwaves Perform minor to moderate - level plumbing repairs, to include; toilets, sinks and bathtubs Repair and replace light fixtures, switches, outlets and perform other minor electrical work Repair locks and make other miscellaneous repairs on assigned properties Paint properties Prepare recently vacated properties for new tenants Perform other miscellaneous duties as assigned QUALIFICATIONS: Prior Maintenance experience required Prior customer service experience required Excellent verbal and written communication skills required Ability to work well using mobile office electronic tools and have basic accounting and math skills Knowledge of Yardi preferred Skilled in heating and air conditioning unit repair and maintenance Skilled in repair and maintenance of household appliances, plumbing, and lighting fixtures Ability to work on - call and overtime hours as needed REQUIREMENTS: High school diploma or GED 2 - 4 years of prior multi / single family experience Must have professional communication skills, both verbal and written Must be able to work in environmentally and physically challenging working conditions Must be able to lift objects weighing 50 lbs or more regularly Licensed driver with insured vehicle Have own hand tools