Sentences with phrase «asset investment strategies»

The candidate has to maintain asset investment strategies and make sure of adherence to capital expenditure.

About the author: JS Kim is the Managing Director and Founder of SmartKnowledgeU, a fiercely independent research, consulting and education firm that focuses on gold and silver asset investment strategies as a means of countering the damaging effects of rapidly devaluing fiat currencies worldwide and price - distorted stock market and asset bubbles created by Central Bankers.

Not exact matches

In addition to CB «s Investor 500 stock rankings, investment strategies and stock picks, the book contains insight from top Canadian fund managers, such as BlackRock, TD Asset Management, Fidelity Investments and RBC.

Supply chain management and the closely related concept of logistics underpin business and corporate strategy and objectives and guide decisions on market share, investment, continuous improvement processes and assets.

• White Oak Equity Partners acquired a minority interest in Blueshift Asset Management, a Red Bank, N.J. - based quantitative investment firm focused on statistical arbitrage and high - frequency trading strategies.

Sharmin Mossavar - Rahmani is the CIO of the Private Wealth Management Group at Goldman Sachs where she guides the investment strategy for clients with over $ 10 million in assets.

She guides the investment strategy for clients with over $ 10 million in assets.

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.

Whether an individual should borrow from one asset to invest in another seems to depend on their individual financial situation, age and goals, says Lyn Alden, founder of Lyn Alden Investment Strategy.

That strategy is also how Patrick believes O'Shaughnessy Asset Management, as an active investment manager of $ 6.2 billion, will remain relevant in a world where investors have gravitated toward passive, low fee index investing.

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).

We offer Swedish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

A control - oriented investment strategy focused on special situations in the municipal market and public purpose assets.

We offer Danish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

Highland Capital Brasil Gestora de Recursos («HCB») is an asset management company which pursues investment opportunities in Emerging Market credit strategies with a primary focus on Brazilian corporate debt.

The Company's equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant influence.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Founded in 1992, Cerberus focuses on four primary strategies: control and non-control private equity; distressed securities & assets; commercial mid-market lending and real estate - related investments.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time to consider investment - grade short - duration products.

For more than 23 years — from 1984 to 2007 — Mr. Bralver was a founder and Vice Chairman of management consultancy Oliver, Wyman & Co. where he specialized in strategy, risk and operational work for leading investment banks, asset managers, exchanges and other market utilities.

This week, we speak with Joel Greenblatt, co-founder of Formula Investing LLC and managing principal, co-chief investment officer and portfolio manager at Gotham Short Strategies and Gotham Asset Management LLC.

Learn more about which investment strategy and allocation makes sense for you with the Asset Allocation Calculator.

Cousins found that Sulyma had actual knowledge of the facts underlying his substantive claims because the financial disclosures provided information about plan asset allocation and an overview of the logic behind investment strategy.

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

Often, a bad investment strategy is usually a portfolio that holds too many risky or illiquid assets, such as commodities, leveraged exchange - traded funds (ETFs) and limited partnerships.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

Notably, the National Financial Work Conference has been the stage for: forming agencies to regulate the insurance and securities industries and bank bailout strategies in 1997, creating banking regulators and listing state - owned banks on exchanges abroad in 2002, creating the sovereign wealth fund, establishing the China Investment Corporation in 2007, which currently has assets of $ 813.5 billion, and developing methodologies for dealing with the global financial crisis of 2008.

Morgan Creek's global investment strategies incorporate our investor experience, access to our manager network, international presence and history with asset allocation.

Morgan Creek's global investment solutions and strategies incorporate our investor experience, access to what we believe to be a top - tier manager network, international presence and history with asset allocation.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

The second type involve investment strategies that invest in traditional assets using non-traditional methods, such as short - selling and leverage.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Investment Advisory Committee.

Their investment strategy has also been extremely helpful in positioning my personal assets.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

Prior to joining Fairview, Mr. Quaye was an Investment Officer at the Cook County Pension Fund, where he supported portfolio strategy across all asset classes.

Brookfield Real Assets Income (RA) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.

Mr. Haverland is responsible for thought leadership on the economy, financial markets, investment strategy, and asset allocation.

A multi-asset fund - of - fund strategy benefiting from different investment styles, asset classes and geographies.

Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.

BlackRock Investment Management LLC is a leading investment firm with a comprehensive range of products and services across asset classes, geographies, and investment sInvestment Management LLC is a leading investment firm with a comprehensive range of products and services across asset classes, geographies, and investment sinvestment firm with a comprehensive range of products and services across asset classes, geographies, and investment sinvestment strategies.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

What is your strategy for locating specific investments, assets, or securities in taxable versus retirement accounts?

In addition, hedge fund strategies can be exceedingly complex, and the lawsuit says, a prudent fiduciary must be capable of understanding the strategy in order to evaluate whether it is appropriate for investment of retirement plan assets.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

We work with you to formulate an investment strategy and provide the asset management services that we believe will best help you achieve your goals and secure your financial future.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and can not eliminate the risk of investment losses.

The chairman, CEO and founder of Fisher Investments, managing $ 65 billion in client assets, has been Forbes» «Portfolio Strategy» columnist for more than 30 years and is the author of 10 financial books, including four New York Times bestsellers.

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

On the other hand, real estate can be controlled much easier by investing correctly in assets that are under market value with multiple exit strategies that help increase the return on the investment while decreasing the risk.