Sentences with phrase «active equity portfolio»

In this role, he oversees the active equity portfolio management teams.

Not exact matches

Mr. Garland and his team are responsible for developing and implementing the Funds» active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices, and advocating for regulatory reforms to protect investors and strengthen shareholder rights.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

Since our inception, we have invested in more than 600 companies and partner with over 140 active companies across our venture and growth equity portfolio.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

SUMMARY Smart beta ETFs are based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Blackrock, a provider of active and passive

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

«Equity attribution variables continue to expand as asset managers are developing new types of smart beta portfolios that blur the lines between passive and active investment styles,» Wolstenholme said.

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

Chris Laine is a Senior Portfolio Manager at State Street Global Advisors, primarily responsible for emerging market strategies on the Active Quantitative Equities team.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

We haven't seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted equity portfolio to two hedge fund managers, has recently recommended buying an index tracker.

Table 1: Selection, Design & Construction of HSV - based Oncolytic Viruses Table 2: Selection, Design & Construction of Adenovirus - based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus - based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisitions

Our Smart Beta Portfolios are managed by a team of professionals with significant experience in back - testing and managing quantitatively oriented «active» equity strategies designed to compete with actively - traded funds.

We haven't seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted equity portfolio to two hedge fund managers, has recently recommended buying an index tracker.

The Fund may engage in active and frequent trading of portfolio securities to achieve its investment objective... the Fund will invest in a portfolio of securities including: equities, debt, warrants, distressed, high - yield, convertible, preferred, when - issued... options, total return swaps, credit default swaps, credit default indexes, currency forwards, and futures... ETFs, ETNs and commodities.»

Gargoyle has calculated the active share of the equity portion of the portfolio but is legally constrained from making that information public.

Northern Active M U.S. Equity Fund will seek long - term capital appreciation through a diversified portfolio of primarily U.S. equity securEquity Fund will seek long - term capital appreciation through a diversified portfolio of primarily U.S. equity securequity securities.

The First Asset Canadian Buyback Index ETF (TSX: FBE) «provides investors with exposure to a portfolio of equity securities of quality companies with active share buyback programs that have significantly and consistently reduced their issued and outstanding share count.»

If you are an active investor who enjoys research and portfolio management then there is no reason why you shouldn't buy equity.

Once investors define their portfolio «bull's - eye,» it is relatively straightforward to determine which mix of smart beta index products and active products would lead to the desired equity holdings.

Portfolio Manager Mike Schroer, CFA, discusses Renaissance's approach to active investing within the large cap equity space.

His point is that a TDF may invest its assets into index - based securities that do not make tactical adjustments as the markets change — but the act of managing even an index - based portfolio according to a glide path that ramps down equity risk over time will always be at least in part fundamentally «active.»

The first is the Return Seeking Portfolio, and it includes primarily Canadian and international equities, as well as a number of active strategies.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

As the vast majority of investors choose the conventional route of active management through mutual funds (the second half of the book is a stinging critique of the shortcomings of active management), the author says that constructing a well - diversified, equity - oriented, passive portfolio is an unconventional investment strategy but provides the best chance of success.

As you consider migrating your public equity holdings away from traditional active management to smart beta, two portfolio construction questions come to the fore: which smart beta strategies should you include, and how should you manage those strategy allocations through time?

«You can not be saved in the equity portion of your portfolio in a prolonged market downturn although some active managers might do much better,» says Kirzner.

I should note that the Global Volatiliy Fund is not an index fund, but actively managed by Vanguard's Quantitative Equity Group, so this portfolio is also 50/50 passive / active.

The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option, automatic allocation choice, etc..

We facilitate the active management of portfolio companies, a condition of the «venture capital and private equity» exception from registration under Canadian securities laws.

Dr. Meslin also manages CSP Equity Partners, a portfolio of private equity co-investments in more than 100 companies active in the industries served by CSP, which has achieved consistent top - quartile returns over nearly a 20 - year pEquity Partners, a portfolio of private equity co-investments in more than 100 companies active in the industries served by CSP, which has achieved consistent top - quartile returns over nearly a 20 - year pequity co-investments in more than 100 companies active in the industries served by CSP, which has achieved consistent top - quartile returns over nearly a 20 - year period.

2nd Market Capital provides active portfolio management in listed real estate equities trading for individuals, retirement accounts, and corporations.