Sentences with phrase «analysis of the balanced fund»

It was brought home to me again with your analysis of the Balanced Fund vs. S&P / TIPS.

Not exact matches

Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund.

He says he will «flat fund» discretionary state spending to balance the budget, a plan that experts in the state Office of Policy and Management and the nonpartisan Office of Fiscal Analysis agree doesn't work.

The legislature's consultants recommended the administration «provide an analysis of the impact of the entire transaction on the general - fund balance.»

Scott I. St. John, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is involved in portfolio management and securities analysis for the fixed - income portion of the Hartford Balanced Income Fund.

This week's rise in the Federal funds rate will pile an additional $ 409 million in debt onto the balances of consumers in 200 U.S. cities hold on their credit cards, according to a ValuePenguin analysis.

Term and credit risk factors are also supported to enable analysis of fixed income funds and balanced funds.

The Third Avenue Funds use a balanced approach to analysis, initially measuring the quality of resources in a business, as well as the quantity of resources acquired relative to market prices.

Graham Westmacott, my colleague at PWL Capital, has done some compelling research that suggests the whole notion of moving from an aggressive portfolio to a more conservative one is flawed: in his analysis, even «the best possible glide path strategy offers virtually no improvement» over a simple balanced fund that maintains a constant asset allocation.

His fund utilizes a top - down approach of worldwide analysis balanced with a bottom - up stock selection to identify stocks that may outperform the market over a one - to - three year time period.

Analysis ICICI Prudential Balanced Advantage Fund is one of the best defensive funds available in the market today.

I would appeal to those who influence future funding to redress the balance of academic research toward greater understanding, and thus attribution, of natural controls, for in the last analysis, it is they that have the greater power and threat.

Not only has the Balanced Fund largely outperformed the S&P 500 Index over the past five years; the Fund's carbon footprint is 49.5 percent less carbon intensive than that of the S&P 500, according to a recent analysis undertaken for Green Century by Trucost.

Therefore, the Application of Funds Statement, a financial report usually prepared by the firm's administrator or accountant, which combines the effect of net income plus depreciation and balance sheet transactions, requires careful analysis on a continuing basis.

Preparation and analysis of fund statements, balance sheets and salary schedules for a company and her subsidiaries with a $ 5 billion turnover

• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.

Senior Accountant with ability to implement special accounting techniques and analysis of various transactions associated with multiple bank accounts, balance sheet funds, and ledger entries.

Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting

SUMMARY OF WORK EXPERIENCE Corporate Finance and Accounting professional a Senior Accountant with ability to implement special accounting techniques and analysis various transactions associated with multiple companies, bank accounts, balance sheet funds, and ledger entries, I have experience in working for both government and multi-national corporations, with the ability to interact with various US Governmental departments,...