Sentences with phrase «asset portfolios for»

We have also acted in the management and realisation of distressed asset portfolios for various US funds.

Among the many topics discussed, Farrier emphasized rigorous analysis and well - balanced diversification can result in a profitable life assets portfolio for clients and the company.

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.

• Anju Software Inc, a portfolio company of Providence Equity Partners, acquired the assets of Sylogent, a Newtown, Penn. - based provider of software and business services for the pharmaceutical industry.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

So, while low oil prices will make this a trying quarter for the entire energy industry, companies with a more balanced portfolio of assets should fare better than the pure - plays.

It was this capacity for holding its purchasing power and moving in the opposite direction of other asset classes that long made gold the ultimate safe haven, something investors going back five centuries to Jakob Fugger the Rich have recommended one hold in one's portfolio.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

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.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

For more than two decades, Charles Edwardes - Ker, a vice-president and portfolio manager with TD Asset Management, has been looking for good Japanese stocks to bFor more than two decades, Charles Edwardes - Ker, a vice-president and portfolio manager with TD Asset Management, has been looking for good Japanese stocks to bfor good Japanese stocks to buy.

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.

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.

Beyond the performance of the assets in Temasek's portfolio, the market will likely be watching for the company's outlook after Singapore's GIC, which manages the city - state's foreign reserves, issued a cautious outlook on Monday.

«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.

In «Asset allocation for 2012: Cash,» I have recommended that investors carry only the strictest minimum allocation to cash in their portfolios to start this year; nothing beyond what is necessary to pay trading costs, fees and other incidentals.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

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.

According to the Institute for Private Investors, those with $ 200 million or more in assets allocate on average 2 percent of their portfolios for direct investments in private companies.

We are currently using just GXC in our International and Global Multi Asset Class portfolios but will monitor the development of other available ETFs, including the ones more recently launched and currently too small for us.

For starters, you can save the typical 1 percent asset management fee that most money managers charge whether or not your portfolio goes up, down or sideways.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

In fact, just upping your Canadian assets could be a boon for your portfolio, says Patel.

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

More from Portfolio Perspective: Three things investors should know when buying ETFs Why asset allocation is so important for investors Buying stock?

«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.

«You have to accept the thesis that technology is just going to disrupt everything,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

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.

At Fiji, Robbins offered some insight into what Jones» daily email updates look like, saying, «he sends me a checklist of what we measure, everything from his NAV [net asset value] to his [portfolio] weights, what's happening in his body, to his focus, to ratios of risk - reward that we're measuring, and then he does a narrative for me.»

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.

It makes no sense for you to have all of your money here, in assets denominated in dollars, if you have a portfolio worth at least $ 100,000 or more.

He is a real asset to our portfolio companies and has been instrumental in providing the highest levels of due diligence for our deals and operations for our firm.

When the objective is to preserve your capital above all other considerations, there are only a handful of asset classes you should consider for your portfolio.

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.

To see how a passive income asset allocation model portfolio might look in the real world, read this article, which provides a break down of different asset classes and percentages that might be appropriate for someone wanting to live off the dividends, interest, and rents of his or her capital.

Based on modern portfolio theory and the efficient frontier, return is maximized for a given level of risk through asset class diversification.

However, within a given portfolio, an investor can maximize return for a given level of risk by diversifying among several uncorrelated asset classes.

Prior to joining Bellwether, Craig was Head of Portfolio Management for the private client business at HSBC Global Asset Management (Canada).

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.

They make investing easy for beginners by focusing on simple asset allocation, goal setting features, and low - cost portfolio management.

MSCI Sector Indexes comprise global, regional and country sector, industry group and industry indexes constructed using the Global Industry Classification Standard (GICS ®), a widely accepted industry classification framework for investment research, portfolio management and asset allocation jointly developed and maintained by MSCI and Standard & Poor's.

Prior to joining Cerberus, Mr. Naccarato was a Vice President and Senior Credit Officer at Bank of America Commercial Funding from 1997 to 2000, where he was responsible for managing all aspects of credit relating to a loan portfolio consisting of middle market asset - backed credit facilities.

In his role, Craig led a national team of portfolio managers responsible for managing roughly $ 2.5 B in assets.

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.