Sentences with phrase «equity investment strategy for»

As Head of ASEAN and Frontier Markets Equity Research, he was responsible for formulating country equity investment strategy for Thailand / Vietnam, regional Southeast Asia asset allocation, thematic strategy, and macro / strategy on Asian frontier markets.

Vista Investment Management employs a Core Equity investment strategy for its portfolio, primarily using ETFs.

Not exact matches

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.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

If you are ready to accept outside investment and believe you will be able to access sufficient financing from private investors, develop a long - term financing strategy for your business that plans for equity investment and the use of debt to start and scale your business.

Stuart Freeman is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiInvestment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiinvestment expertise and advice to help investors manage risk and succeed financially.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Sean Lynch is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiInvestment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiinvestment expertise and advice to help investors manage risk and succeed financially.

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok.

Mr. Moysiuk built and led the senior team responsible for a portfolio that grew to approximately $ 2 billion, $ 1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.

Mr. Moysiuk built and led the senior team responsible for investments of approximately $ 4 billion, $ 1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.

It includes Systematic Equity Strategy factors to help managers measure sensitivities to potentially crowded trades as well as a comprehensive set of fundamental factors based on point - in - time data, essential for building and back testing investment strategies.

Our investment - led process has been refined to focus on high - conviction private equity strategies with risk - return profiles that have rewarded illiquidity in the past, and where we believe that a supply and demand imbalance between the need for investment and available capital will persist in the future.

Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer1, and co-Portfolio Manager for Opportunity Equity and Income Strategy.

This site provides equity research and investment strategies to give you the insight and data you need for managing your money through all market conditions.

Experienced, Talented Investment Team: The team possess [es] decades of experience investing in long short equity strategies for institutional investors.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

Equity indexed annuities [EIAs] are tricky to design an investment strategy for.

«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the report.

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Strategy.

His most important tasks for the company include the development of the investment strategy and the stock selection for the managed equity funds.

After one of the best quarters ever for Sparinvest's global value equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some of the benefits of active investment — including a focus on ESG risks - which passive investing is unable to offer.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Canadian institutional investors are increasingly using exchange - traded funds (ETFs) for strategic asset allocations, and are leading the world in the innovative application of ETFs to realize their investment strategies - even beyond equities - according to the Greenwich Associates 2015 Canadian Exchange - Traded Funds study.

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.

Equity Compensation Strategies offers a course of study and reference for investment advisors and tax professionals who offer advice on how to handle stock options and other forms of equity compensEquity Compensation Strategies offers a course of study and reference for investment advisors and tax professionals who offer advice on how to handle stock options and other forms of equity compensequity compensation.

Craig's journey includes serving on the investment team as an equity analyst, then as co-manager for the Small Cap Value strategy.

For those home owners with some equity in their home who may want to consolidate debt or refinance to take out equity and buy a second home or investment property the longer term mortgage and inflation hedge mortgage strategy can provide peace of mind.

«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strateinvestment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Stratestrategies within the Quantitative Investment StrateInvestment StrategiesStrategies team.

Baird Equity Asset Management comprises focused teams of investment managers and analysts who have worked together for decades, honing their strategies across different market environments while developing unique, long - term perspectives within their investment styles.

In my view, active investing is inappropriate for companies such as Equity Strategies which is a Registered Investment Company under the investment Company Act of 1940, aInvestment Company under the investment Company Act of 1940, ainvestment Company Act of 1940, as amended.

LIC endowment policy - 25313 / Annum From FY 16 - 17, I want to change my investment strategy in d following way EPF - 49,000 PPF - 62,000 DSPBR Micro-Cap Fund - Reg (G)-2500 / Month Mirae Asset Emerging BlueChip - Reg (G)-2500 / Month Axis Long Term Equity Fund (G) ELSS — 2500 / Month Max online Term Insurance plan 1Cr - 9045 / Annum LIC Endowment policy - Plan to close, Already paid for 6 year

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

Private equity funds are a long - term investment strategy, suitable for sophisticated investors and large institutions that have substantial amounts of money to invest.

Changes from the previous edition include updates for changes in tax rates, discussion of the new surtax on net investment income and how it affects option strategies, and a new chapter on income tax reporting for all types of equity compensation.

Of course, that would leave NTR with a revised NAV of EUR 134 million — which provides ample funding for management to continue with its newly proposed EUR 50 million equity investment in an EU wind strategy.

Whether you look at PE deals or public equity investments, paying high prices for companies and using debt to fund the purchase looks like a bad strategy.

From 1987 until joining Deutsche in 2000, Alex served as Vice President and Division Head at The Bank of New York where he managed the Special Investment Products group which provided investment management, product development, and trading for equity derivatives and quantitative sInvestment Products group which provided investment management, product development, and trading for equity derivatives and quantitative sinvestment management, product development, and trading for equity derivatives and quantitative strategies.

Mr. Hagstrom has more than 28 years of investment experience, including 14 years as Portfolio Manager for Legg Mason Capital Management's Growth Equity Strategy.

The goal of this paper is to explain the 4 mathematical principles the drive investment returns, demonstrate how a hedged equity strategy can leverage all 4 in the investor's favor, and support the usage of a hedged equity approach over other traditional equity approaches for long - term investment growth.

The IFA indexing investment strategy is based on principles generally known as Modern Portfolio Theory and the Fama and French Three Factor Model for Equities and Two Factor Model for Fixed Income.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

For Greg Placidi, senior portfolio manager at Excel Investment Counsel, that's the strategy behind the Excel Blue Chip Equity Fund.

The Fund may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge for the Fund's equity investments.

The focus of the previous board & management team on leveraging up the balance sheet, and making private equity investments, were risky & ultimately unsuccessful strategies for EIIB.