Sentences with phrase «assess investment performance»

Assessing investment performance is inherently difficult.

Not exact matches

Investors should take this into consideration and carefully assess all factors such as risks, investment objectives and fees in conjunction with performance history before investing in the Fund.

Companies like to use EPS as a performance metric because it is the primary focus of financial analysts when assessing the value of a stock and of investors when evaluating their return on investment.

They assess the performance of stocks, bonds, and other types of investments.

The awards, which is in its sixth edition, will assess the performance of twenty - two (22) brokerage firms and One hundred and fifteen (115) investment advisory firms duly licensed by...

As an effective value investor, you have to first set up the criteria and standards for stock picks, obtain ideas for investment from stock screen, execute a more detailed analysis of the financial performance of a company and its stocks, assess the business and its earning potential and create a portfolio.

Market indexes are useful for assessing the historical performance of investment portfolios over time, but they don't reveal important details about the companies they track.

While I do not disagree with a passive investing approach (we use this strategy for 50 % of our household investments) I wonder how long of a time frame is adequate to assess / evaluate the portfolio's performance relative to other strategies?

You need records for accounting and tax purposes and to assess the performance of your investments.

Assess your financial advisor's performance, both in terms of the results of your investments, and the level of service you receive.

While low fees should not be the only criteria you use in assessing a robo advisor, all else being equal they can help boost your investment performance.

During this time she has focused her efforts on developing innovative retirement investment programs, researching and assessing the merits of alternative income distribution strategies and modeling expected performance of competitor income distribution products.

However, as I continually assess the performance of these investments, I believe that many of the stocks in the portfolio have reached their current value, and as such, it is a good time to sell, lock in some gains, and roll the profits into other companies that I see as a value.

This technical document brings together key reports from the investment world that demonstrate best practice on climate change, identifying the risks and opportunities, assessing how companies are dealing with them, and translating their performance and intentions into future financial returns.

This includes the collection, reporting to regulators and public availability of key information about utility financial and technical performance that can provide a basis for investors and developers to assess investment opportunities.

This is especially true when assessing the impact of ESG considerations on the financial performance of investments.

You will be responsible for assessing the financial performance of the company as well as possible risks and investments.

They assess the performance of stocks, evaluate financial positions and goals, study business trends and make investment recommendations, according to the Bureau of Labor Statistics.

Assessing the performance of bonds, stocks, commodities, and other investment instruments.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

It is a simple way to assess the financial performance of an investment, but as you'll see in this article it does have limitations.

Mr. Diffley guides the oversight of the portfolio of RockBridge's Fund investments to assess risk, ensure the security of the collateral, and enhance the value of these assets through performance analysis, capital investment, and communicating with RockBridge's operating partners.