Sentences with phrase «approach as an investment manager»

Not exact matches

For years, Harvard — once a top performer among universities, but in recent years an also - ran — pursued a «hybrid» approach, employing multiple teams of in - house investment managers as well many outside managers.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Although the investment center approach is extremely useful in evaluating the overall profitability of a company as measured by return on capital deployed, it can be manipulated by managers who know how accounting rules work.

As the target date approaches and passes, the mix becomes more conservative, with the manager slowly reducing the portfolio's exposure to stocks in favor of bonds and money market investments.

Five funds use Schroders» business cycle approach, which combines a clear macro view with bottom - up stock selection, which helps fund managers capture investment opportunities by identifying the companies that are most likely to outperform as the economy moves through each stage of the cycle.

Gervais Williams, the fund's manager, describes this as a bottom - up investment approach, identifying companies based on their fundamentals, e.g., cash flow, income and growth prospects.

To save time, and money, it would be wise to approach a digital investment manager, such as Scalable Capital.

If you read the business pages or investment in mutual funds you will often hear portfolio managers described as «bottoms up investors» or «top down» in their investment approach.

Buffalo Funds portfolio manager Elizabeth Jones, MD, CFA, was recently interviewed by The Wall Street Transcript, where she discusses how her background in health care as a practicing physician helps contribute to her investment philosophy and approach with the Buffalo Discovery Fund and Large Cap Fund.

«Creating products that compete with low - cost passive offerings, such as strategic beta — a hybrid investment approach between active and passive — appeals to active managers that struggle philosophically with managing both active and pure passive,» DeBolt continues.

DFA provides me and my clients with a rigorous investment foundation that improves upon the conventional investment approach I took when I worked as an equities analyst and portfolio manager in the 1980 - 1990s.

An investment management approach where a fund manager buys and sells investments regularly in an effort to outperform a specific market index, such as the ASX200.

You get a better sense of what Sam brings to the table from his discussion of his approach to things as an investment manager:

Unique to the investment industry, the Index House recognizes how difficult it is to consistently and accurately predict which will be the best stocks, bonds, or mutual funds or which money manager will outperform or when to be in the market or out, as is the traditional approach to managing portfolios.

A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.