Sentences with phrase «account portfolio»

It simply sold the pool of loans into its general account portfolio.

Lots of people focus solely on their returns without taking into account their portfolio costs.

These sophisticated AI programs are geared towards taxable account portfolios, and 401 (k) s.

The ideal revolving account portfolio consists of 3 credit cards.

On the general account portfolio, it originated just over $ 1 billion in new loans.

It works by taking into account the portfolio that you're currently enrolled in, your investment timeline, your current balance, and whether or not you have set up a recurring investment.

Doug is also Senior Managing Director and Portfolio Manager, Public Fixed Income and Derivatives for The Sun Life Assurance Company of Canada and is responsible for investment activities in the public fixed income and derivatives markets in the General Account portfolios in Canada, the U.S. and U.K.

Imagine how much less impactful and credible it would be to state that this client «Increased revenues for a major account significantly in the first year and produced growth annually for the larger account portfolio, year after year.»

I have VDIGX in my taxable account portfolio for the past year... it seems like I invested in a lossy investment, but understanding the context of my investment is probably important as well.

There are online self directed IRA advisors that help investors to structure their retirement account portfolios, for maximum efficacy.

Portfolio returns will probably differ when taking into account portfolio size, trade selection and when the portfolio began.

As a portfolio manager with LaSalle Investment Management, Lisa Kaufman is responsible for managing separate account portfolios of public North American property companies and the North American portion of LaSalle Securities» global securities portfolio accounts.

If Thomson Reuters were genuinely considering relevant acquisitions, they might consider, in the UK, Bloomsbury Professional, Informa Law / i - Law, the CCH - Croner - i tax and accounting portfolio now owned by Peninsula, Justis and others.

Worked ardently to ensure timely payment and customer retention for average $ 130 million account portfolio through diligent follow - up on delinquent accounts.

PNC Bank Inc., Wilmington • DE Investment Accountant Facilitated the management of investment account portfolios.

Overall, Fidelity says use of its professionally managed account portfolios, across both retail and workplace distribution channels — continues to increase significantly year - over-year, with assets under management topping $ 212 billion in managed accounts in 2015.

To take this topic even deeper, let's look at what the Ideal Revolving Account Portfolio is.

Those distribution channels include the PruEXPRESS service, which provides loans through Prudential's large general account portfolio and is sourced through the PruEXPRESS marketing adviser network.

Example: The rep causes havoc when you try to change her account portfolio or interact with her clients.

The views and opinions expressed should not be relied upon as an indication of the trading intent of any USAA mutual fund or any managed account portfolio.

Cerulli says that currently about 61 % of advisers across financial industry verticals favor managed account providers that allow them to maintain at least some discretion and flexibility over allocations in clients» managed account portfolios.

Fidelity's managed - account portfolios can hold stocks, funds, ETFs, bonds and separately managed accounts.

As for participant circumstances, Verdeyen notes that if a participant gets a raise, which would help his or her funded status, a managed account portfolio could be adjusted.

So, managed accounts that use the funds in the plan, if you take the funds in the plan and then you add an additional management fee on top of those, in order to manage the account portfolio, that can add up pretty quickly,» he says.

«These changes will benefit thousands of accounts owned by UESP account owners by cutting costs and adding more flexibility and diversity to account portfolios,» said Lynne Ward, UESP executive director.

You will address customer concerns and contact prospects to expand your account portfolio.

We are looking for an experienced Senior account executive to manage our account portfolio and supervise our account executives team.