Sentences with phrase «acted as a portfolio»

Here we see one of the most powerful aspects of duration: its ability to act as a portfolio stabilizer, zigging when an equity heavy portfolio is zagging.

Mr. Hagstrom acted as Portfolio Manager with First Fidelity Bank from 1989 to 1991.

Smarick's vision calls for city government to act as a portfolio manager responsible for ensuring that policy conditions and school operator inventory are managed to best support the flourishing of this system.

«My preference has always been to buy cheap, broadly - diversified products that act as portfolio building blocks,» says DeGoey.

The emerging model is that the utilities (distribution companies) that are responsible for providing electricity service to their customers act as portfolio managers, integrating all of the resources needed to provide that service, including electricity from spot market purchases, independent power producers, utility owned generation, and demand side management.

The website, which outlines exactly what Anfang did to sell the house, now acts as her portfolio.

Not exact matches

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.

The worst performer in Buffett's portfolio was DaVita (dva), the health care dialysis company that treats patients with diabetes and whose stock has been punished by uncertainty over the Affordable Care Act, better known as Obamacare.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

These decades happened to coincide with The Great Depression and The Great Recession so you can see that in periods of very poor economic activity, bonds can act as stabilizer for your portfolio.

When inflation rears its ugly head, acting as a stealth tax by draining your purchasing power over time, there are some asset allocation portfolio models you can use to guard against its wealth destruction.

Goldman Sachs is currently providing advisory services and acting as an underwriter in connection with an anticipated initial public offering of the portfolio company acquired in 2005.

Now perhaps that response is justified because my portfolio is not well balanced or diversified but can you see why I would be looking around now to find a better fit for someone to act as steward for my nest egg?

The correct fiduciary decision - making process for selecting an investment under the Employee Retirement Income Security Act, or ERISA, is to investigate the particular investment in question so as to fully understand it and, based on the facts gathered, make a rationale decision as to whether it fits the role prescribed for it in the plan's investment portfolio.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

Our bonds and low cost index funds act as a ballast for our portfolio.

A line of credit is setup where the securities held in your portfolio act as the collateral, like how your homes equity is the collateral in a home equity line of credit.

Michael acted as Entrepreneur In Residence for a $ 5B fund where he grew one portfolio company from a valuation of $ 50M to $ 300M in five months.

Golub Capital acted as sole bookrunner, administrative agent and lead arranger on a $ 270 million delayed draw term loan to New Enterprise Associates» portfolio company Radiology Partners, raising the company's total GOLD facility to $ 1 billion.

The Bank subscribes to tenders when necessary for its own portfolio management purposes and provides registry services, but since October 2006 the Bank no longer acts as agent for the Australian Government in conducting tenders of Australian Government Securities.

Attempts to price deposit insurance according to risk, so as to recreate a penalty for holding on a risk bank portfolio, were mandated by the FDIC improvement act, but the attempt has failed.

They also act as a conservative cornerstone to your portfolio, letting you then add shares from more volatile sectors such as the high - tech industry — the next sector we're going to purchase from in Module 2.

«The main role [they play] is to further diversify your investments and act as safety net for your portfolio when the market isn't doing too well.»

By: Mahmoud Gamal Dubai — Mubasher: Sovereign ratings for the UAE have been stable lately, while oil prices have acted as catalysts, offering sovereign flexibility on the funding side, Philipp Good, CEO and head of portfolio management at Fisch...

But I am very sure that most investors would do far far better by acting as if it was entirely beyond doubt correct, and invested mechanically in a portfolio of periodically rebalanced index funds as a result.

We still see bonds acting as effective shock absorbers in portfolios in such times of market stress.

«We actually believe an ability to identify mistakes early and act on them is as or even more important in a portfolio than being right in the first place» Eric Marshall

Lembong joined Widodo's team as trade minister, but is now using his background as an investment banker to act as the country's offshore salesman in the investment portfolio.

Further to acting as President, Joe is also the Pure Financial's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.

In order to explore deeper what it means to live, confess and act, «according to the Scriptures» as Christians, Churches and a Council of Churches, the World Council of Churches established a portfolio of Biblical Studies in 1971.

Hundreds of these parishes are administered by women religious who act, in effect, as pastors without portfolio.

Sixty four percent of consumers are looking to eat healthier, according to Nielsen, and nutrient - packed cauliflower has been growing in popularity due to its health portfolio and versatility, including acting as a gluten - free substitute for higher calorie and higher carbohydrate ingredients, such as flour and potatoes.

What some failed to know is that Bagbin has always been bold and frank to fight for the common good at the expense of his personal interest.It will be recalled that in 1997, he criticizedPresident Jerry John Rawlings after he appointed then Foreign Affairs Minister, Hon. Dr. Obed Asamoahto hold an additional portfolio as Acting Minister of Justice and Attorney General.

Mr Trickett, a shadow minister without portfolio - a post designed to leave him free to act as an attack dog — praised Mr Miliband for promoting frontbenchers with regional accents.

The eight MPs in the House of Commons will have to go back to taking multiple portfolios, «acting» as the late Liberal leader Jo Grimond put it «like an overworked and rather ragged repertory company».

Despite no longer being Lord Chancellor, Clarke maintained responsibility for passage of the Justice and Security Act as Minister without portfolio.

Just as investing money in multiple stocks can provide more stable returns than investing in one stock, having multiple sub-populations that act independently can lead to a more stable overall population in a natural system, a phenomenon known as the «portfolio effect».

These media files act as a concrete demonstration of understanding to include in digital portfolios, blogs, or wikis.

If they do not pass the PARCC tests, or have already completed the courses that require it, they can submit scores from a substitute test, such as the SAT, ACT, Accuplacer, or ASVAB - AFQT, or they can submit a portfolio appeal of their work.

But we can grow and expand from that base, and school districts and our state charter commission can learn how to act as responsible portfolio managers.

Aimed directly at rivals like the Mercedes GLE Coupe and BMW X6, the Q8 will act as Audi's new flagship SUV sitting atop the German marque's growing SUV portfolio.

DOT expects that the diverse array of projects that will enter the TIFIA portfolio as a result of increased support from the MAP - 21 legislation will act as powerful a tool to demonstrate to future borrowers the uses and flexibility of TIFIA credit assistance.

The database acts as a central location for information on projects funded by U.S. DOT operating administrations, providing access to the Department's research portfolio at the project level.

Source: Lincoln Press Release is on Page 2 Elegant Aviator SUV Previews Lincoln's Next Act With Power, Technology, And Plug - In Hybrid Option Aviator preview embodies Lincoln's future as the brand moves toward a portfolio of more utilities highlighting beauty and elegance and offering Lincoln's quietest, smoothest drive yet Three - row, rear - wheel - drive Aviator marks the first time Lincoln will offer a plug - in hybrid model that is capable of using its twin - turbocharged engine if needed — easing range anxiety Owners will be able to use their smartphone as a key when Lincoln debuts the Phone as a Key technology on the production model of Aviator, allowing clients to lock and unlock the vehicle, open its trunk and, most importantly, start and drive it — no smart key fob necessary NEW YORK, March 28, 2018 — Aviator glides into New York this week, offering a preview of The Lincoln Motor Company's newest vehicle along with a glimpse into the brand's future, which is moving toward a broader portfolio of utilities and electrification in conjunction with effortless services.

You will not need to act as long as your portfolio stays in the planning region.

Regardless of rate increases, fixed income should remain a consideration in investor portfolios to help act as a bulwark against equity volatility.

They tend assemble a «beta neutral» portfolio, one that acts as if it has no exposure to the stock market's volatility.

The DRS acts as a risk - reducer, a beta - dampener on the portfolio, whereas an uncorrelated managed futures strategy could be used as more of an alpha - driver and diversifier.

As the end of the year approaches, the investment industry is gearing up for the annual portfolio rebalancing act.

Once adding back in the $ 100,000 MYGA, which acts as a fixed income investment, Kelli has maintained her desired 70/30 portfolio diversification.