Sentences with phrase «alternative portfolio management strategy»

Not exact matches

Prior to joining IASG in 2007, Claudia spent nearly a decade in a boutique futures firm, gaining considerable experience and insight into alternative trading strategies, risk mitigation, and portfolio management.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

This Dorsey Wright Insights illustrates a portfolio management strategy known as The Three Legged Stool which combines a core portfolio of tactical and alternative mutual funds with three active management strategies.

2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»

Building on his pioneering work on the RAFI ™ Fundamental Index ™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably including «A Survey of Alternative Equity Index Strategies,» which won a 2011 Graham and Dodd Scroll and the Readers» Choice Award from CFA Institute, and «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies,» which won the 2013 Bernstein Fabozzi / Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management.

But obviously the portfolio & operational strategy have been changing slowly but steadily, as management seeks to transform TFG into a more diversified alternative asset & seeding platform / manager.