Sentences with phrase «as portfolio management»

He is responsible for the day - to - day management of PCCP's debt business, which includes implementation of fund and individual client strategies as well as portfolio management.

real estate and planning aspects of infrastructure and data center deals, as well as portfolio management

A robo - advisor is designed to offer much lower costs over using a traditional human advisor as portfolio management and ongoing goal tracking are managed entirely by the client.

Other industry groups, such as the Portfolio Management Association of Canada (PMAC), requested that the CSA reconsider their decision, and instead allow dealers and portfolio advisors to use either the money - weighted or the time - weighted rate of return (TWRR).

Wrap Fee: A wrap fee is an amount charged to a client of an investment advisor for several services wrapped together, such as portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.

Rich gained experience in trading as well as portfolio management systems with Laurel Capital Advisors (a unit of the former Mellon Financial), and the Pittsburgh institutional office of Merrill Lynch.

However, as the market has evolved and grown, sellers have begun to use secondary sales as a portfolio management tool or to obtain liquidity at various times in the investment cycle.

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.

Not exact matches

Gutsche certainly has experience in the corporate world, having spent time as a management consultant at Monitor Group after completing his MBA at Queen's University and having built a billion - dollar portfolio for Capital One Canada.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

And the selling may not let up as there is also technical pressure, said Daryl Liew, head of portfolio management at Reyl Singapore.

As the traders battle for the best portfolio of the year, FMHR trader Jim Lebenthal takes risk off the table, and Stephanie Link, TIAA Global Asset Management, is focusing on quality.

She eventually returned to Fidelity in 1988 as an analyst, but she quickly transitioned into a portfolio management role.

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.

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

FFO as adjusted is generally calculated by the Company as NAREIT FFO excluding certain transactional income and expenses and non-operating impairments which management believes are not reflective of the results within the company's operating real estate portfolio.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

The «enterprise business» seeks to exploit Bloomberg's tech muscle and Wall Street presence to offer such products as portfolio risk analytics, order management systems, and message storage and retrieval.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

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.

Fidelity's news comes as advisors grapple with how to harness diverse technologies, including those for financial planning, portfolio analysis and client relationship management, InvestmentNews points out.

• Trident Maritime Systems, a Virginia - based portfolio company of J.F. Lehman & Co., has agreed to acquire Callenberg Technology Group, a Swedish maker of HVAC, electrical energy management and insulation systems for commercial and government vessels, from Wilhelmsen Maritime Services AS.

«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.

The fund was established in March, 2001, by Hymas Investment Management Inc. (HIMI), which served as Trustee and Portfolio Manager until November, 2004, but several changes have occurred since then.

Risk management for us means constructing portfolios that our clients will not abandon even as markets become headlines news.

The opinions expressed are those of the fund's portfolio management team expressed as of February 28, 2018, and may change as subsequent conditions vary.

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document management.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Bloomberg View columnist Barry Ritholtz interviews Lazard Asset Management's James Donald, who serves as managing director, portfolio manager / analyst...

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

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.

archerETF Portfolio Management is a division of Bellwether Investment Management, an Ontario firm registered as a «Discretionary Portfolio Manager» with the Ontario Securities Commission.

When he started to discuss they PC does portfolio management I was surprised as I did not even know they did that.

Active management in ETFs would be more accurately stated as the movement of portfolio assets around in the space, and not staying in a single, actively managed ETF, Hougan asserted.

Prior to joining MacFarlane Partners, she worked at the Stanford Management Company where she focused on portfolio management and risk analytics as well as hedge fund Management Company where she focused on portfolio management and risk analytics as well as hedge fund management and risk analytics as well as hedge fund investing.

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management atManagement, L.P., an alternative asset management firm with $ 12 billion of assets under management atmanagement firm with $ 12 billion of assets under management atmanagement at the time.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

His primary responsibilities covered a portfolio of global businesses totaling nearly CDN $ 13 billion in annual revenue and included global direct investing, advisory and Canadian asset management businesses, as well as leadership of Canadian personal banking, business banking and auto finance.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7management (over $ 1.7 billion).

Ms. Curry started her career in the Private Investors department at Wertheim & Co., moving in the next year to Individual Capital Management as a portfolio assistant.

We enhance the potential for incremental return as well as risk management by accessing select externally managed solutions to build prudently diversified portfolios.

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

Bottom Line: I think this is a good time for investors to return to tried - and - true risk management techniques, like diversification (including into foreign markets) and active portfolio management, as opposed to indexing.

Mr. Sack will step down as head of the Markets Group and Manager of the System Open Market Account (SOMA) today as announced on April 5, 2012, and in his new role, he will no longer be involved in the management of the Markets Group or the SOMA portfolio.

Combining investment research and portfolio management with direct client relationships, Mr. Roberts also served as the firm's Chief Compliance Officer from 2004 - 2016 and represents KF investors as a director or observer on the boards of several private venture companies.

Nick joined Leith Wheeler in June 2011 after spending the previous four years in London, England working as a Portfolio Manager at Brevan Howard Asset Management and as an Investment Analyst at Sofaer Capital, where he managed natural resource - dedicated funds with global mandates.

Colin is a graduate of the University of British Columbia (B.Comm., Finance with Honours), and a Leslie Wong Fellow as a graduate of the Portfolio Management Foundation.

Prior to joining Leith Wheeler in 2011, Mike spent eight years as an investment partner, responsible for equity investment analysis and portfolio management at a Vancouver - based investment management.