Sentences with phrase «asset allocation system»

Equitable Capital Management Corp., Location Vice President 1992 — 1993 Assistant Vice President 1991 — 1992 Accountable for advising defined benefit clients on asset allocation issues through a proprietary asset allocation system and orchestrated client investment reviews of a broad range of equity and fixed - income investment disciplines.

«They absolutely, beyond a shadow of a doubt, know they're going to be wrong... so they set up an asset allocation system that will make them successful,» says Robbins.

We're Fee - only Money Managers: So you can hire us to manage your money, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation Systems

Not exact matches

Over the past two decades, the DC system has evolved to manage one aspect of retirement risk, namely the problem of managing asset allocation for individuals as they move throughout their career.

According to the Wikipedia: Advocacy by an individual or by an advocacy group normally aim to influence public - policy and resource allocation decisions within political, economic, and social systems and institutions; it may be motivated from moral, ethical or faith principles or simply to protect an asset of interest.

Our system determines the best asset allocation for your personal portfolios based on economic conditions, not on how the market is doing that day.

In addition, when there are notable changes in the economic environment, our system would adjust your asset allocation to manage your risk.

The MFO rating system groups funds into three types: Fixed Income (FI), Asset Allocation (AA), and Equity (EQ).

Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures

Accelerated Cost Recovery System (ACRS) Acceptance, Waiver, and Consent Procedure Account Guarantee Acknowledgment Accredited investor Accretion Accumulation period Accumulation units Acid test ratio ACRS Actively traded securities Additional bond test Additional takedown Adjustment bonds ADR Ad valorem taxes Advance / decline ratio Advertising Adviser's client account Affiliated Persons Affirmative defense Affirmative determination Agency sales ticket Agency transaction Agent Aggregate indebtedness Agreement among underwriters Agreement of limited partnership Aggregate exercise price Alpha All - or - none All - or - none underwriting Alternative minimum tax Alternative orders Alternative trading system American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation TransactionSystem (ACRS) Acceptance, Waiver, and Consent Procedure Account Guarantee Acknowledgment Accredited investor Accretion Accumulation period Accumulation units Acid test ratio ACRS Actively traded securities Additional bond test Additional takedown Adjustment bonds ADR Ad valorem taxes Advance / decline ratio Advertising Adviser's client account Affiliated Persons Affirmative defense Affirmative determination Agency sales ticket Agency transaction Agent Aggregate indebtedness Agreement among underwriters Agreement of limited partnership Aggregate exercise price Alpha All - or - none All - or - none underwriting Alternative minimum tax Alternative orders Alternative trading system American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation Transactionsystem American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation Transaction (ACT)

The Novus Platform is the only system that can offer true aggregation across equity, hedge fund, private equity, venture capital and real asset allocations at a multi-asset class, multi-level basis on both exposures and performance.

Ken Faulkenberry presents The Best Value Equity Asset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.&rAsset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systAllocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.&rAsset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management systAllocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.&rasset allocation strategies will help investors develop a successful investment management systallocation strategies will help investors develop a successful investment management system.»

Through this intuitive online system, our clients can obtain information on balances, holdings, history, cash flow, asset allocation, statements and reports — from any tablet, mobile device or desktop.

Their system helps you come up with an asset allocation that is meant to help you reach your goals.

As your goals change, and as you approach different milestones in your life, you can change your asset allocation so that it matches your new objectives, and the system will take care of that.

Tomorrow, they will replace the Wall Street system with MarketRiders that lets anyone invest using asset allocation.

Our system does not attempt to time the market yet recommends rebalancing to keep to your target asset allocation.

If SWR is lower than 3 %, mortgage paid off, asset allocation is mapped out, college funds in good shape (well as good as they can be in this rather messed up system we have here) and safe cash reserve is 3x of living expenses, I see no reason why retiring early with kids would be a problem.

Last week I asked when using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

When using tactical asset allocation and ETF rotation systems, does the number of ETFs an investor chooses from impact returns?

The «managed QDIA» will automatically create a customized asset allocation for each participant by drawing on personal information from a recordkeeper or HR system.

For example, although the SEC can not endorse any particular formula or methodology, the Iowa Public Employees Retirement System offers an online asset allocation calculator.

Our asset allocation models are a superb turnkey system for the individual investor.

The services include an advanced portfolio management system, bulk trade execution and easy multi-account allocation, collection of management fees, account administration and enhanced asset protection (up to $ 10,000,000 CAD per eligible account).

Some life insurance companies say they have a system that uses asset allocation strategies with their variable products.

Both of our do - it - yourself money management systems (these Models and the Comprehensive Asset Allocation software) give you the choice of opening your own discount brokerage account and make your own trades, or you can hire us to be your money manager to custody your accounts just like a local adviser.

Tags for this Online Resume: Analysis, Procurement, Learning Management System, Asset management software and asset management solutions, Budget AllocAsset management software and asset management solutions, Budget Allocasset management solutions, Budget Allocation

Capital allocation: Through ownership of non-core real estate assets a health system has allocated a precious resource to the real estate business away from its primary operations.