Sentences with phrase «asset portfolio as»

Based on the asset portfolio as of December 31, 2007, the maximum collateral posting requirement at a single - A financial strength rating would be $ 12.4 billion and free collateral at a triple - B financial strength rating would be $ 9.4 billion.

To hold one asset class to a different inflation standard than the others will substantially confuse any analysis of a mixed asset portfolio as discussed more in Article 8.6 (coming soon).

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.

It's not always — sometimes you have a fund with safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.

The Rosenthals say that core ethos won't change as the Sunset Marquis enters its second half - century in business, but they're already exploring the next evolution of other assets in the Raleigh portfolio.

Equities as an asset class are not hugely in favour right now, with Goldman Sachs downgrading them to Neutral in May and advising investors to overweight cash in their portfolios.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

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.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

You won't get the same quarterly disclosure of the underlying assets» performance as with pure - play public companies, says Richard Nield, a portfolio manager with Invesco.

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.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

When you're wearing your owner hat, you look at your business as an asset in your portfolio.

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.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

«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.

Today, many people see bitcoin as another alternative asset class to add to a diversified portfolio.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

These included such bullet points as «Recent organizational realignment has strengthened focus on sales and revenue generation,» and «Well positioned in our markets, strong portfolio of strategic assets and committed to achieving revenue growth.»

Both services use a methodology based in Modern Portfolio Theory, which says that individual security selection is not as important as proper asset allocation.

By opening an account with a discount broker such as Charles Schwab & Co., Inc., you'll not only save money on commissions but you'll also get access to online tools that help you assess your risk tolerance, set asset allocation targets, access research reports and track your portfolio's performance.

Long - term portfolio allocation science dictates only a small percentage of assets in cash, so as much as 90 percent to 95 percent of most portfolios are subject to huge short - term losses.

Cameo continues to expand its project portfolio with undervalued battery metal assets with recent acquisitions such as the Staghorn Cobalt claims located north of the famed Voisey's Bay mine in Labrador.

«This has been a tremendous rally, and if you're overweight in certain sectors such as technology, your portfolio might be a little bit out of whack as to what your goals are,» said JJ Kinahan, chief market strategist and managing director of TD Ameritrade, which manages $ 1.16 trillion - worth of assets for its global clients.

So long as your portfolio as a whole satisfies your asset - allocation goal, it may not be necessary for every account to be allocated the same.

Veteran U.S. investor Jim Rogers is looking at possible investments into Russian oil firm Bashneft and diamond miner Alrosa as he aims to add more Russian assets to his portfolio, he told Reuters.

Investment and consumer demand for the yellow metal results in a lower correlation to other mainstream financial assets, such as stocks, making it an effective portfolio diversifier.

«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.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

As always, more return leads to more risk but by spreading out your portfolio over a number of different assets you can continue to decrease your risk of holding only one type of investment.

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetAs long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetas the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

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...

When inflation rears its ugly head, acting as a stealth tax by draining your purchasing power over time, there are some asset allocation portfolio models you can use to guard against its wealth destruction.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

If you've been on the site for awhile, you have a head start because we've already discussed the importance of a discipline known as asset allocation, which involves selecting among different asset classes to build a well - balanced portfolio that can weather different economic environments, tax regimes, global conditions, inflation or deflation, and a host of other variables that history has shown will fluctuate over time.

As an Investment Specialist, he advised clients on portfolio construction and investment solutions across public and private asset classes.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

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.

Target - date funds automatically rebalance portfolio holdings among asset classes as savers get closer to their retirement date.

The latter is often practically impossible to do at short notice, or even if it is possible, may only be able to be carried out by selling the assets (such as loan portfolios) at fire - sale prices.

This is why I urge everybody to build income producing assets, acquire rental property, start your own website, take advantage of real estate crowdsourcing investments, build a dividend equity portfolio and hold on to these assets for as long as possible.

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 at the Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the asset management firm with $ 12 billion of assets under management 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.