Sentences with phrase «as a portfolio strategy»

As portfolio strategies have made headway in many cities, unions and their coalition partners have recruited new supporters both nationally and locally, sought intervention by courts and investigative agencies, and introduced national money into local politics.

Those tests tend to support the effectiveness of momentum and tactical asset allocation as a portfolio strategy.

While not recommended as a portfolio strategy, participants may want to consider this tactic in... Read More»

While not recommended as a portfolio strategy, investors may want to consider this tactic in targeted... Read More»

Not exact matches

As an introvert, at the time I was more focused on building my writing portfolio, and less interested in coaching executives on their communication strategies.

The second tactic, Thakor's favorite, is shifting your portfolio investment strategy to an index - based or, as she terms it, «evidence - based» approach.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business 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.

Actively managed ETFs in Canada are becoming more popular as investors continue to seek ways to build in more flexibility and diversity in their investment portfolios, for example, through alternative strategies, preferred shares or senior loans.

In her current role as head of new ventures at Sultan Ventures, a startup catalyst and boutique venture firm, James leads a team tasked with identifying and recruiting potential portfolio companies; provides mentoring and support to make portfolio companies investor - ready; and works with local companies to provide business - development and deal - structuring strategies.

Besides conceptualizing groundbreaking future car concepts for BMW's portfolio of BMW, Mini, Rolls - Royce and electric - powered i - series cars, BMW Designworks» 135 employees across three design studios in California, Munich and Shanghai also consult on product design and strategy for external clients such as Dell, Cartier and Hewlett - Packard.

That has been part of the appeal of the so - called «4 percent rule» — an investment - income strategy that says as long as you withdraw no more than 4 percent of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

Rob previously served as Chief Credit Officer of GreenSky, where he developed credit policy, pricing and portfolio management strategies to enable significant growth in the company's loan portfolio.

«From an investor perspective, the unknown is always somewhat concerning,» said Kash Pashootan, portfolio manager at First Avenue Advisory of Raymond James Ltd. «It's going to be essential that who they hire as a successor buys into the vision or strategy CIBC has.»

A portfolio manager's assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

In my experience, a dividend growth portfolio strategy seems to be performing better as an investment than owning a home, in my honest opinion, I would rather rent in a great area than own a home in that area, jeez if I were able to get a lease agreement for 10 years indexed at inflation or at 2.5 % increase annually I would take it and take my down payment and invest it in my portfolio, and continue to contribute the max in my 401K, HSA, and Roth IRA, while enjoying living in a low tax bracket because of my contributions.

As Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategAs Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategas she leads the company's entire product portfolio and strategy.

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.

Often, a bad investment strategy is usually a portfolio that holds too many risky or illiquid assets, such as commodities, leveraged exchange - traded funds (ETFs) and limited partnerships.

David joined Leith Wheeler in September 2015 from Mackenzie Cundill where he worked for the previous eight years, most recently as Director of Research and Lead Portfolio Manager for several of Cundill's strategies.

Jeremy oversees marketing as well as product management and strategy for Zillow Group and its portfolio of brands.

While there is no such thing as a 100 % foolproof strategy to protect you against fraud (although divvying your portfolio up into 30 - 40 stocks worth 2.5 % to 3.33 % of your overall wealth seems like a damn good defense mechanism), putting most of your money into stocks with records of growing dividends seems like an intelligent way to guard against corporate fraud, particularly if you have limited familiarity with reading 10 - Ks, annual reports, and other financial statements.

Since joining the firm in 1998, Adel has also worked as a Portfolio Manager in the Global Structured Products Group focusing on a broad range of international and domestic strategies.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

Currency management strategies could result in losses to the portfolio if currencies do not perform as the investment manager or sub-advisor expects.

In this Research Insight, we create a common definition of «value» and examine how value strategies can be implemented, in both active and passive portfolios, using three generations of value indexes as examples.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

As the lead portfolio manager of the country selection strategy Chuck is responsible for recommending all of the investment calls.

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.

Such liquidity, flexibility and transparency have persuaded a wider range of investors to use hedge strategies as a complement to more traditional portfolios.

A third rebalancing approach, the constant - proportion portfolio insurance (CPPI) strategy, assumes that as investors» wealth increases, so does their risk tolerance.

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cPortfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cportfolio risk and carry well within an ETF portfolio cportfolio construct.

In addition to managing several of the group's separate accounts, Chuck is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy.

The difficult feature of the interim, at least for hedged equity strategies, is that as the «troops» diverge from the «generals,» portfolios that aren't comprised of the largest and most speculative stocks of the preceding bull market often underperform the indices during top formations.

These funds generally view lending as a strategy for portfolio diversification and a way to gain double - digit returns.

CoinLion users can earn LION in the form of community incentives, as well as sharing portfolios, research, and strategies with users.

While I have traditionally always invested in index funds in my SEP IRA, over the past few months I have been considering using my SEP IRA to also trade stocks, with a focus on building a dividend growth portfolio, as well as testing my own individual strategies.

TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.

Thus the industry - wide adoption of portfolio diversification strategy was not executed to benefit clients, as is sold to naive clients, but done to benefit the firms within the industry in maintaining AUM fees.

However, as part of a larger portfolio there may be additional steps an investor can take to reduce risk and diversify strategies.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

Even within my dividend portfolio, I combine DCA (with automatic DRIP), and market timing strategies (by using PE as a valuation measure in deciding whether to add to existing positions or buy into new ones).

The new portfolios are out - of - the - box ready and designed to be a strategy as a whole.

Philipp Brugger serves as a Portfolio Manager and member of the Multi Asset Strategies (MAS) team.

My investing strategy is divided into two segments: the core portfolio built with strong & stable stocks meeting all our requirements, and the second part called the «dividend growth stock addition» where I may ignore one of the metrics mentioned in principles # 1 to # 5 for a greater upside potential (e.g. riskier pick as well).

In that role she oversaw media and community relations for complex development projects such as Pacific Park Brooklyn, Barclays Center, and Tata Innovation Center at Cornell Tech, as well as directing marketing strategy for the company's multimillion square foot residential, commercial and retail portfolio.