Sentences with phrase «at an investment portfolio»

Dec 19, 2016 If you've been too afraid to take a serious look at your investment portfolio, this could be the perfect time to finally do it.

Fees over the long term can dramatically eat away at an investment portfolio.

Additional tools such as risk vs. reward analysis, earnings report stream and risk forecasters will enable you to have a better long - term outlook at your investment portfolio.

Looking at your investment portfolio and feeling pretty discouraged about bonds these days?

A Trusted Choice independent agent can look at your investment portfolio and determine what type of permanent life insurance policy will help you meet your goals.

Not exact matches

Ellis and partner Nikolay Djibankov use a strategy called Gender Lens Investment, which targets companies with at least three women on their boards of directors, in the creation of a so - called «parity portfolio» for clients.

Paul Meeks, chief investment officer and portfolio manager at Sloy, Dahl & Holst, talks tech stocks amid the recent volatility with Sara Eisen.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

Ian Sexsmith, portfolio manager at Parnassus Investments, says banks» prices don't reflect the potential impact of more consumer lending and lower default rates in a strong economy — a mismatch that's creating some enticing bargains.

According to First Round Capital's analysis of its own portfolio, companies with at least one female founder provided them with 63 % better returns on investment than companies with all - male teams.

«Short - term behaviour destroys value,» says Poul Winslow, head of thematic investment and external portfolio management at the Canada Pension Plan Investment Boarinvestment and external portfolio management at the Canada Pension Plan Investment BoarInvestment Board (CPPIB).

There are also IP research firms that run investment portfolios based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.

They try to have several things going at once — whether it's with their investment portfolios or their careers.

It's the latter two niches that present the best buys, says Dieter Küffer, a portfolio manager at RobeccoSam, a Switzerland - based investment firm.

While timber investments can make a good addition to a long - term portfolio, it only makes sense if people believe the U.S. housing market is at its bottom.

But I maintain a growth - investment portfolio at a regional bank's trust department, because I want an established relationship in case we need to borrow money.»

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

«To other people, they want the tax deduction and they know they'll get at least that return on their retirement investment portfolio to cover those costs.»

Jake Gilliam, senior portfolio strategist at Charles Schwab Investment Management, plays a role in constructing that company's expansive target - date product line.

Scilla Huang Sun, portfolio manager of the GAM luxury brands equity fund at GAM Investments, discusses the high - end watch market.

Ramsey is chief investment officer and a portfolio manager at The Leuthold Group.

At the time, respondents to the Compas poll recommended the biggest share of the portfolio go toward short - term cash investments (29 %) and government bonds (17 %).

«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.

Sure, in most employer - sponsored retirement plans, portfolio managers at the investment firms working with your employer are the direct stewards of your retirement planning money.

Utilities and REITs, already the go - to sectors for yield - seeking investors, may still be the best bet, says Ryan Crowther, a portfolio manager at Franklin Bissett Investment Management.

AIMS, which had $ 156 billion in assets under supervision at June 30, is an «open architecture» platform, which means none of the investments Goldman selects can be invested in funds that the bank's own portfolio managers oversee.

So - called robo - advisors — bare - bones digital services for managing investment portfolios — have been catching on with millennials and eating away at traditional brokers» market share.

While T. Rowe Price doesn't build a stock portfolio based on potential takeover candidates, Umbarger says, that possibility has lately become a bigger part of the investment discussion at the firm, in terms of «How could you value it in the eyes of other beholders?»

If you have 10 % of your investment capital in cash in a trust company, 40 % in bonds at an independent brokerage firm, and 50 % in equities at a bank - owned firm, how many portfolios do you have?

Patrick Jahnke, portfolio manager at Deka Investments, which owns BASF stock, said he favored the firm selling its upstream petrochemical assets, saying the benefits of physical proximity to downstream operations could be shared with a new owner.

Then maybe it's time to consider managing your own investment portfolio — and stop giving Wall Street a free ride at your expense.

«Don't look at it as an investment,» said Altfest, who excludes collectibles from clients» investment portfolios.

«It speaks to the strength and differentiation of the (Canada Goose) brand,» said Brian Madden, portfolio manager at Goodreid Investment Counsel in Toronto, who said he is waiting for the first holiday selling season since Canada Goose listed to decide whether to buy the stock.

Had the producers at the CBC put the company's management in front of the Dragons, they likely would have discovered De Palma and Co. were neither licensed nor qualified to market and manage a portfolio of real estate investments.

Investors are suing Caine and Anish Parvataneni, a portfolio manager at LJM who previously worked for well - known fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure about the risks of LJM's investment approach.

The stock's underperformance was a «headscratcher» for Jim Tierney, the chief investment officer of the $ 4 billion U.S. concentrated growth portfolio at AB (formerly AllianceBernstein), which owns Zoetis shares.

A portfolio manager at a top 20 BASF shareholder, who declined to be named as they are not authorized to comment publicly on the investment, also saw the merits of a break - up.

Last year, one such company, Dovden Investments, launched at least 35 lawsuits against Canadian organizations — including a school for gifted children in Alberta and a pair of individual developers of free public - transit apps — that ostensibly stole the obscure intellectual property in its portfolio.

Grant Engelbart, a portfolio manager at CLS Investments, favors J.P. Morgan Diversified Alternative (jphf), which manages $ 154 million; it launched late last year.

Not contrarian Michael Binger, senior portfolio manager at Gradient Investments.

Marc Scott, a portfolio manager at American Century Investments, says that the warm weather in 2012 caused demand to fall by 12 % from the same period the year before.

In addition, she was a portfolio manager and strategist for eight years at American Century Investment Management in Mountain View, Calif..

It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.

This type of investing takes into consideration that individuals have many levers — investment portfolios, philanthropy and time and skills — at their disposal to effect change in the world.

There is an emerging class of services from tech - savvy investment managers that provide dynamic withdrawal rates using algorithms that look at market performance, balance and term of portfolio, all of which work together to ensure you won't run out of money.

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.

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«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.

Previously, he worked at Kendall Investments, a Cambridge, Massachusetts - based private equity fund - of - funds, where he evaluated, analyzed and monitored private equity portfolio iInvestments, a Cambridge, Massachusetts - based private equity fund - of - funds, where he evaluated, analyzed and monitored private equity portfolio investmentsinvestments.

«It's holding back the market from responding more positively to the corporate data we're seeing,» said Anwiti Bahuguna, senior portfolio manager at Columbia Threadneedle Investments in Boston.