Sentences with phrase «as big portfolio»

Circ attributes the near - $ 20 billion difference to what he calls «massive platform transactions — Blackstone, KTR, IIT, — as well as big portfolio deals.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Joint - venture partner Cummins, a leading engine manufacturer, and big - name clients such as GM, Volvo and Caterpillar give credibility to Westport's technology, notes Mike Newton, senior vice-president and portfolio manager at Macquarie Private Wealth.

Chartered in 1953 to «aid, counsel, assist, and protect, insofar as is possible, the interests of small - business concerns in order to preserve free competitive enterprise,» the agency's portfolio is bigger than ever.

Within the Jumpstart Ventures portfolio, we have health - related startups such as Healthfinch and Swipesense, which are taking on one of the biggest areas for opportunity within healthcare: compliance.

As an investor in start - ups, I have heard the accepted wisdom that out of 10 portfolio companies, only one is likely to be a big success, the rest will either fail or barely return the investment — «only» half of my investments failed.

Although the deal lifted Marriott's hotel count by 170 % to 264 in greater China, its portfolio is mainly big, full - service hotels concentrated in the biggest gateway cities such as Hong Kong, Beijing, and Tianjin.

«The big portfolio managers who buy stocks in bulk have collectively decided that as oil goes, so goes the economy.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

How those stakes, in China's Alibaba Group and Yahoo Japan, are distributed will also be a big question, as well as what Yahoo will do with its patents and the rest of its real estate portfolio.

Unlike the robo investing products offered by big names such as Schwab Intelligent Portfolios or Fidelity Go, Betterment doesn't own any of the funds it recommends.

The second big insight is that this plan essentially treats Social Security as the guaranteed - income portion of your retirement portfolio.

Work with a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional who is required to complete extensive training and continuing education and can help you with big picture planning as well as portfolio management.

On the heels of major exit announcements from our portfolio companies ServiceMax (pending acquisition by GE Digital) and TubeMogul (pending acquisition by Adobe), we have more big news from Trinity Family member and Real Estate tech company VTS as they announce their merger with former competitor Hightower.

But Zendesk's biggest opportunity is likely its ongoing penetration of larger organizations, as the company continually expands its portfolio of products designed for these enterprise customers.

Looking at the big picture, it's hard not to be bullish... As I tell my clients and investors across the nation, this is «lock and load» time for your stock market portfolios.

As readers of this site know, I'm not a big fan of gold as a core exposure in portfolios (although I've been very, very wrong about this for a number of yearsAs readers of this site know, I'm not a big fan of gold as a core exposure in portfolios (although I've been very, very wrong about this for a number of yearsas a core exposure in portfolios (although I've been very, very wrong about this for a number of years).

Institutional investors view a Fed rate rise as the biggest threat to their investment portfolios, according to the findings of the latest Risk Rotation Index by NN Investment Partners, conducted in October, in the midst of an unprecedentedly intense presidential race.

The chief investment officer and chairman of T. Rowe Price will step down next year as portfolio manager of one of the company's biggest investment funds.

** Germany's second biggest lender Commerzbank is selling a custody unit to French BNP Paribas as it continues its efforts to streamline its portfolio.

In just over three years, OurCrowd has established itself as a major international force in the equity crowdfunding industry, investing over US$ 320 million from its «crowd» of 16,000 accredited investors in its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and Robotics.

«Big national banks have armies of salespeople trying to sell portfolio management services to their customers, with sexy sounding names like «Private Client Services» and fees that start as high as 1.35 % or greater,» says Randy Bruns, a certified financial planner in Downers Grove, Illinois.

Managed over $ 7 Billion in AUM as a Vice President in the Goldman Sachs Investment Management Division and developed big data analytics and portfolio management technologies.

The deal suggests there is value locked up within Shire's portfolio - despite a dismal share price performance in the past two years - as its management braces for a possible $ 50 - billion bid battle with Japan's biggest drugmaker.

But if you are concerned that big stocks are overvalued, consider a broader portfolio such as Vanguard Index Total Stock Market (17.6 %), a fund keyed to the Wilshire 5000 index of virtually all publicly traded stocks in the U.S. With a total - market index fund, you'll benefit proportionally when small stocks bounce back, since they're automatically included in the portfolio package.

This is one of the biggest advantages as one can diversify the trading portfolio by staying only with one broker whereas the same can not be said for the forex brokers.

While this position size has become much larger over time, it seems likely that new portfolio manager Ted Weschler is responsible for the idea as it was one of his big holdings at his previous hedge fund.

For investors, the biggest takeaway is that a higher - risk portfolio will behave as such regardless of the performance of the most important input.

CCA said the launch of a new product under a brand as big as Coca - Cola «generates excitement and newness among consumers and generates a halo effect across the entire Coke portfolio».

Mr Clarke has wrestled with the big supermarket chains such as Tesco and Sainsbury in the United Kingdom earlier in his career, when he was running Premier Foods with a portfolio of products including Bisto gravy, Mr Kipling cakes and Sharwood's Asian flavours.

He still retains a tiny slice of the 17 per cent block of shares still owned by minority shareholders who are mainly Melbourne - based, but O'Hoy missed the cut and thrust of the fast - moving consumer goods industry even though he has a busy portfolio of other roles including as a director of the Melbourne Stars Big Bash cricket team.

The fund, managed by rural property veteran David Bryant, also grew distributions by 4 per cent to 8.92 cents in FY16 (a yield of about 5.4 per cent) as it benefited from rising global demand for the commodities its properties produce, the increasing scale and value of its portfolio and growing appetite for agribusiness from big institutional investors.

Hardys is worth # 275.6 m in sales and is the UK's biggest and most trusted brand, a reputation earned through its consistent wine portfolio and high - profile sponsorships such as its proud association with the England cricket team.

Interesting NYT article just dropped where Josh Harris made a crazy big loan to Jared Kushner (a loan three times as large as any real estate loan that Apollo has in its real estate portfolio) after a meeting at the White House where a potential position in the Trump Administration was discussed with Harris.

The New Day's Kofi Kingston, Big E, and Xavier Woods are expanding their portfolios, as the group has published a book, fittingly called The Book of Booty.

Day to day you may not see much movement in your portfolio as a player's development takes time but if you invest in a player that eventually makes a name for themselves on the big stage then you may just make a very tidy profit.

The additional funds would support the administration's directive to reinvigorate human and robotic exploration of Earth's moon and other planets in the solar system but would also come at the expense of several other big - ticket items in NASA's portfolio — namely the International Space Station (ISS) as well as the Wide Field Infrared Space Telescope (WFIRST), a «flagship» - class mission next in line for launch after the James Webb Space Telescope (JWST).

This is not so much a movie meant for mass entertainment as it is writer / director Wayne Kramer's portfolio submission to Jerry Bruckheimer in the hopes that he will be considered along with Michael Bay, Dominic Sena, and Tony Scott for Bruckheimer's next big multi-million-dollar action extravaganza.

The deal will doubtless have a big effect on Vauxhall's product portfolio in the UK, as engineering platforms, R&D and manufacturing costs are shared among the entire PSA group.

And diesel engine variants are important on the portfolio of every carmaker wanting to make it big in the Indian market as Indian buyers buy more diesel cars than petrol.

As the stock rises it becomes a bigger part of an investor's portfolio.

This is a bigger concern as it can directly hamper your portfolio gain / loss.

The difference may seem small now, but as your portfolio gets bigger, and time passes, the savings start to compound.

This outlook has driven some radical strategizing by Mr. DeGoey that questions the very idea of making bonds a big part of our portfolios as we invest for retirement.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

Q: With a big bear market likely on the horizon, does it make sense to put part of the portfolio in a fund that makes money as the market goes down?

As it stands, I usually build up much bigger cash allocations during the year, then drop $ 5,000 — $ 10,000 on a few ETFs a few times per year to maintain the portfolio balance.

The Defined Risk Strategy seeks to directly address market risk, or «systematic risk», in portfolio construction or as Randy puts it, he was «seeking to not lose big».

As the portfolio grows in size and the transaction costs of a DIY portfolio stay relatively the same, the savings will only grow bigger.

If dividends are ultimate passive income, the goal then is to grow our dividend portfolio as big as possible.