Sentences with phrase «allocation strategies for»

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

We also have various investment and asset allocation strategies for investors who find it difficult to decide on their own.

If you want to, you can buy either here: 7Twelve: A Diversified Investment Portfolio with a Plan, or The Flexible Investing Playbook: Asset Allocation Strategies for Long - Term Success.

Portfolio Strategies Cash Flow and Allocation Strategies for Retirees A reverse mortgage can boost withdrawal rates if used correctly; plus, why index funds can simplify decisions regarding taking withdrawals.

Individual investors can implement momentum and / or value allocation strategies for asset classes (again, via low - fee funds, keeping search and trading costs down).

Because cash is generally used as a short - term reserve, most investors develop an asset allocation strategy for their portfolios based primarily on the use of stocks and bonds.

This fund invests in a combination of domestic and international stocks and bonds using a moderate asset allocation strategy for investors expecting to retire around 2050.

The allocation strategy for this portfolio would be more conservative, with a greater emphasis on bonds and income generation.

That bodes well for commercial real estate, which continues to hold a place in the allocation strategy for high - net - worth and ultra-high-net-worth individuals and family offices...

Not exact matches

From 2008 to 2013, she was the company's senior vice president, corporate and development finance, where she led a team that valued new hotel development projects, evaluated merger - and - acquisition opportunities, prepared the company's long - range plans and annual budgets and made recommendations for the company's financial and capital allocation strategy.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

JPMorgan thinks the best strategy from an asset allocation perspective is to prepare for the inevitable shift into a late - cycle environment.

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

«They have talked about trying to rebalance the economy for 5 or 10 years now, but the imbalances got even worse, so you simply fall back on the model that got you into the difficulty in the first place,» said Peter Elston, head of Asia - Pacific strategy and asset allocation at Aberdeen Asset Management.

For those sticking to your portfolio allocation strategy based on age, ages 0 — 30 have ample opportunity to allocate capital to individual securities.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time for short - duration products.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time to consider investment - grade short - duration products.

Learn more about which investment strategy and allocation makes sense for you with the Asset Allocation Callocation makes sense for you with the Asset Allocation CAllocation Calculator.

For investors who don't have the time or the expertise to build a diversified portfolio, asset allocation funds can serve as an effective single - fund strategy.

Our models compare and contrast multiple forecast scenarios so clients can assess the valuation impact of different forecasts for revenue growth, margins and capital allocation strategies.

Except for the Freedom Income Fund, the funds» asset allocation strategy becomes increasingly conservative as it approaches the target date and beyond.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Committee.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset claFor example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset clafor each asset class.

That being said, some investors may feel they are missing out on potential returns when stocks or bonds rise above their set allocation levels during bull markets and their strategy calls for paring them back by rebalancing.

Mr. Haverland is responsible for thought leadership on the economy, financial markets, investment strategy, and asset allocation.

He is responsible for defining the asset allocations and portfolio strategies throughout the organization to advise individual and institutional investors.

And of course, our strategy of favoring Quality and Value for our US stock allocation has paid off again this year, returning 13.5 % vs. the SP 500's 9.3 % return.

Anthony B. Davidow, CIMA ®, Vice President, Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research, explains smart beta strategies and how they can be applied across asset classes.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

At this workshop, we will discuss the application of smart beta and factor investing strategies in China A-shares, how it is relevant for EM and global managers seeking access tools for portfolio completion, and how asset owners can utilize different smart beta strategies for China A allocation based on their views.

The 2018 Federal Budget's allocation of C$ 572.5 million in Digital Research Infrastructure Strategy and C$ 507.7 million for a new National Cyber Security Strategy suggests that policy - makers are heeding the warning flags being raised across the Pacific.

Prior to joining BlackRock in 2017, Philipp was Co-Head of Multi Asset Allocation at Deutsche Asset Management, leading a team of portfolio managers and being responsible for the management of asset allocation solutions and sAllocation at Deutsche Asset Management, leading a team of portfolio managers and being responsible for the management of asset allocation solutions and sallocation solutions and strategies.

It's quite common for average investors to determine their overall asset allocation and then implement that same strategy in each of their accounts.

Then the manager overlays its individual stock selection strategy with a top - down, tactical sector allocation approach to position the portfolio for macroeconomic cycles.

During the signup process the SeedInvest platform also guides users through a series of questions about their current investment portfolio and asset allocation to help investors think through the most appropriate investment strategy for approaching early - stage investments.

Justin Christofel is a portfolio manager and member of the BlackRock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation products and outcome - oriented solutions.

Strategies for Reducing Risk — Asset Allocation — The Importance of Diversification — Small Caps versus Large Caps — Dollar Cost Averaging

Alex Shingler is a portfolio manager and member of the Blackrock Multi-Asset Strategies (MAS) team, which is responsible for developing, assembling, and managing both global tactical asset allocation portfolios and outcome - oriented investment solutions.

Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation decisions

In their August 2014 paper entitled «Testing Rebalancing Strategies for Stock - Bond Portfolios Across Different Asset Allocations», Hubert Dichtl, Wolfgang Drobetz and Martin Wambach investigate the net performance implications of different rebalancing approaches and different rebalancing frequencies on portfolios of stocks and government bonds with different weights and in different markets.

Aside from the difficulty of finding family offices that are allocating into venture funds (most do not publish investing strategies publicly), the bar for meaningful allocations ($ 2MM +) has dramatically moved upward in recent quarters.

We believe this style of investing is appropriate for a portfolio's core holdings and as part of an asset allocation strategy.

Andrew joined Sunsuper in 2010 and is responsible for managing investment strategy and asset allocation.

In their April 2016 paper entitled «Protective Asset Allocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-markeAllocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-markeallocation strategy with crash protection based on multi-market breadth.

The Sponsor believes that investors will be able to more effectively implement strategic and tactical asset allocation strategies that use Bitcoins by using the Shares instead of directly purchasing and holding Bitcoins, and for many investors, transaction costs related to the Shares will be lower than those associated with the direct purchase, storage and safekeeping of Bitcoins.

Having an asset allocation strategy that you stick to will ensure that your investments will still be there for you when you arrive.

Monday Questions - Communities and Local Government Motion - Consideration of an allocation of time motion Business - Sunday Trading (London Olympic Games and Paralympic Games) Bill Adjournment debate - Developing a UK strategy for rare diseases - Mr Edward Timpson

Inside, the reader will find participants» thoughts on how education reformers might address challenges in four distinct areas: 1) allocation and alignment of resources to support standards - based reform and higher expectations for all students, 2) generating resources for the interventions and specialized programs necessary to support the learning of students with special needs, 3) allocating resources to support learning in alternative education settings, and 4) developing funding strategies for dual enrollment programs.

Ms. Dean has also served as a grant manager of education programs for United Way California Capital Region, where she led an advisory board to create funding priorities and a grant allocation strategy.

In a video posted on Automotive News, GM's North American President Mark Reuss responded to several questions posed from dealers, one of whom asked about the rollout strategy limiting allocations of the new 2014 Corvette Stingray to a select group of 900 dealers instead of opening it up for all dealers.