Sentences with phrase «as an investment strategy with»

Private placement life insurance emphasizes life insurance as an investment strategy with tax advantages.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Property developer Mirvac Group is aiming to strengthen relationships with Western Australian charities as it works on a cohesive community investment strategy.

«What I think is really important as you build a growth plan for a company — and our growth plan is really a five - year plan — is that your investment strategy is aligned with that,» he says.

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.

A lack of formal education, as well as investing experience, led to herd - like behaviour with stocks routinely rallying hard as investors followed the actions of others rather than using more traditional investment strategies like fundamentals or technicals.

Of these, fully half involve creating a new governmental or quasi-governmental agency (such as the Canada Infrastructure Bank), while the remaining are so ambiguous as to be potentially meaningless (for example, creating a foreign direct investment strategy «in line with the country's economic growth strategy»).

As with any marketing strategy, it's important to test and measure the return on your social media investment.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

Most recently she served as director of external affairs and communications for Spectra Energy's Canadian LNG business, responsible for development of natural gas infrastructure investment opportunities related to liquefied natural gas in Western Canada, as well as development of strategies to address market, regulatory, and stakeholder risks associated with potential LNG projects.

In other words, as a holding company, our job is executive oversight, support, setting risk management parameters, and putting the right people in the right places to align with our corporate strategy (if we own enough stock to control an investment, we can fire the managers and replace them at our own discretion).

So put such uncertain times to good use as a motivator to help ensure your investment strategy aligns with your long - term goals, timeline and stomach for risk.

With your investment strategy as our blueprint, we'll use our disciplined investing process to manage your money.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF)(«NHF») today announced that it has set February 17, 2015 as the new record date for its special meeting of shareholders, which is scheduled for March 6, 2015, to approve a new investment advisory agreement to be entered into by NHF's subsidiary NexPoint Residential Trust, Inc. («NXRT») in connection with NHF's proposed spin - off of NXRT.

While at Baylor, Kyle served as an energy sector analyst for the Phillip M. Dorr Alumni Investment Fund and corporate strategy intern with Tesoro (NYSE: TSO).

Higher - quality bonds offer another advantage as well: These investments typically come with lower transaction costs, which can help manage the expenses associated with this strategy.

We are known as long - term investors and prefer to oversee multi-year investment strategies that begin with identifying promising investments and end only when an investment has achieved a successful exit.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

In some cases a premium domain can be effective in helping with your tax strategy too (please ask your accountant for details); or can work as an alternative asset (like Bitcoin), a way to store investment value in «the cloud» forever, that is easy, anonymous, and cheap to control and move around (ask a pro).

Which is why I suggest that as you review your investment strategy for the New Year and beyond, you consider a streamlined approach that allows you to get by with lower fees and fewer funds.

Schwab recognized by Morningstar as a differentiated fund provider with low - cost, repeatable investment strategies.

With your long - term investment strategy in place, you may also want to consider taking advantage of certain short - term, tactical opportunities as and when they align with your stratWith your long - term investment strategy in place, you may also want to consider taking advantage of certain short - term, tactical opportunities as and when they align with your stratwith your strategy.

In a 15 - minute, closed - door meeting in Shanghai that included Alibaba Group CEO Jonathan Lu, COO Daniel Zhang, and British Ambassador to China Sebastian Wood, Cameron and Ma were said to have discussed ways to raise the profiles of British brands and small businesses with Chinese consumers, as well as strategies for increasing bilateral trade and investment in the U.K.

As with any investment choice, it's best to understand the concepts behind a particular strategy before investing.

As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.

The strong performance across our strategies has continued from the post-Brexit rebound thanks to our patience during events such as these along with our investment in companies committed to a Corporate Social Responsibility that puts shareholders first and behaves in a responsive manner.

For portfolios that are invested in a selection of «building - block» strategies, rather than managed holistically, with full access to a wide range of investment tools and techniques, it is just as important to «look through» to underlying holdings to take account of factor exposures.

Saudi Arabia has looked for ways to expand its economy beyond oil, with the Public Investment Fund — which is expected to grow to $ 2 trillion under management after the country's state - owned oil company goes public — serving as a crucial part of that strategy.

As with any other investment strategy it does not always work though.

Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.

As the lure of these funds grows, however, it is critically important for investors to understand the differences between quant funds and seemingly similar vehicles; the various investment strategies that they offer; and the numerous risks that come with this type of trading.

Among the alternative investment strategies, private capital strategies with typically longer - holding periods (such as buyouts and private infrastructure) may hold an advantage over hedge funds or those private capital strategies with typically shorter - holding periods (such as distressed debt and direct lending).

As Graham's value investing ideas gained popularity in the investing community with disciples like Warren Buffet and Mario Gabelli, a ton of portfolio managers and private investors began mining his work to develop their own investment strategies.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

With industry assets under management currently estimated at $ 10 trillion, the alternative investment world now encompasses a dizzying range of asset classes, trading strategies, derivatives and opportunity sets that are as arcane and sophisticated as the technologies that spawned them.

In 2009 as a manager with Lumi Consulting, he provided counsel for Beam, working alongside the company's global strategy team to help redefine its investment strategy globally.

«So it's prudent for us as a business to get a clearer view of that raft of change that's been touted for the next 12 or 18 months... before we push ahead with the rest of the strategy, to make what are very, very significant investments in the farm part of the portfolio and also the processing part.»

When Watkins fronts the investment community on Wednesday with CCA's interim results, the big question will be her strategy and her ability to execute as the headwinds continue to build.

The entry of a successful international player like Saputo with clear investment intentions and strategies for Asian growth out of Australia should act as another useful prod for necessary change.

Although many will suggest that Robson has a personal vendetta of sorts aimed squarely at the Grinch who stole soccer, that doesn't make his words any less truthful... such tactics are nothing new... in the U.S.this business practice has become so common that even the players regularly use the media to manipulate public opinion (LeBron James did likewise to rally public support for himself and away from his teammate, Kyrie Irving, who has asked to be traded)... whether for contract leverage or to rally support for or against certain players, this strategy can be incredibly effective at times, but when it misses the mark it can be dangerously divisive... for a close - to - the - vest team like Arsenal to use such nefarious means to manufacture a wedge between the fans and it's best player (again), is absolutely despicable... for the sanctimonious higher - ups who demand that it's players adhere to a certain protocol regarding information deemed «in house» or else to intentionally spread «fake» news or to provide certain outlets with privileged information for such purposes is pretty low indeed... no moral high ground here, just a big club pretending to be a small club so that they can continue to pull the wool over the eyes of a dedicated, albeit somewhat naive, fan base... so not only does this club no give a shit about it's fans, this clearly shows that clubs primary interests aren't even soccer related... for all intent and purposes Kroenke doesn't care if we're a soccer club or a tampon factory as long as we continue to maximized his investment... stay woke people... great to see more and more people commenting on the state of the franchise... this club needs to be held accountable for it's actions

The report finds makes a list of recommendations for business, industry, professional bodies and government, namely: Construction businesses · Focus on better human resource management · Introduce and / or expand mentoring schemes · Boost investment in training · Develop talent from the trades as potential managers and professionals · Engage with the community and local education establishments Industry · Rally around social mobility as a collective theme · Promote better human resource management and support the effort of businesses · Promote and develop the UK as an international hub of construction excellence · Support diversity and schemes that widen access to management and the professions · Emphasise and spread understanding of the built environment's impact on social mobility Professional bodies and institutions · Drive the aspirations of Professions for Good for promoting social mobility and diversity · Support wider access to the professions and support those from less - privileged backgrounds · Promote and develop the UK as an international hub of construction excellence · Emphasise and spread understanding of the built environment's impact on social mobility · Provide greater routes for degree - level learning among those working within construction Government · Produce with urgency a plan to boost the UK as an international hub of construction excellence, as a core part of the Industrial Strategy · Provide greater funding to support the travel costs of apprentices · Support wider access to the professions and support those from less - privileged backgrounds · Place greater weight in project appraisal on the impact the built environment has on social mobility The report is being formally launched at an event in the House of Commons later today.

The latest state investment in the company is «aligned» with Southern Tier Soaring, the «regionally - designed, comprehensive strategy to revitalize communities and grow the economy,» as described in Cuomo's news release.

As part of its strategy to build a 21st century economy for the many, not the few, Labour will today commit to upgrading the economy of the North East with over a billion pounds of investment to overhaul rail services across the region.

As part of the region's transformative strategy to grow its own high - tech workforce, Oneida County Executive Anthony J. Picente Jr. today announced the kickoff for the 2012 SEMI High Tech U Teacher Edition, in partnership with officials from the Community Foundation of Herkimer and Oneida Counties, Workforce Investment Board, Mohawk Valley EDGE... Read more

As part of the region's transformative strategy to grow its own high - tech workforce, Oneida County Executive Anthony J. Picente Jr. today announced the kickoff for the 2012 SEMI High Tech U Teacher Edition, in partnership with officials from the Community Foundation of Herkimer and Oneida Counties, Workforce Investment Board, Mohawk Valley EDGE, NYSUT and BOCES.

Nor does it only go beyond the government's plan exclusively for certain forms of investment — a strategy that our polling sees as compatible with Labour victory.

TCG's investment strategy runs counter to the prevailing trend in life sciences venture capital toward assembling diversified portfolios of later stage, single product - orientated companies across multiple industry sectors, with proximity to value inflection points and the early identification of a Pharma «buyer» as key investment considerations.

Designed to enhance your Show investment through effective planning, marketing and budgeting, SEMA Show Exhibitor Summit attendees will work with Show experts to minimize costs on services such as material handling and electrical, explore promotional opportunities through sponsorships, and learn proven strategies to drive buyer traffic to their booths.

After the interview, Mark reflects on the importance of the investment that Natasha made into every single decision as she gathered information for her publishing journey and the choices she made related to not looking for short - term gain, but, instead, with a focus on the long - term strategy.