Sentences with phrase «at the portfolio management»

Not exact matches

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 diversificatimanagement 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 diversificatiManagement, 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.

«There should be failsafe backup systems that kick in right away,» said Norman Levine, managing director at CFA Portfolio Management.

Gutsche certainly has experience in the corporate world, having spent time as a management consultant at Monitor Group after completing his MBA at Queen's University and having built a billion - dollar portfolio for Capital One Canada.

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.

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

To many bankers and others in the industry, SBAExpress occupies the middle ground between a conventional bank loan and traditional 7 (a) credit — trotted out when a borrower is «just a little bit of a stretch beyond the normal credit limits,» according to Joel Pruis, portfolio management analyst at the Indianapolis consulting firm Baker Hill.

And the selling may not let up as there is also technical pressure, said Daryl Liew, head of portfolio management at Reyl Singapore.

«It's exhausting, it's draining for a lot of people,» Henry Peabody, a Boston - based portfolio manager at Eaton Vance Management, said by phone.

«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.

Cole Smead, managing director and portfolio manager at Smead Capital Management, speaks about investing in Apple.

It's about getting much better at talent assessment and talent performance management in portfolio companies.

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

«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.

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.

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 Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

Russian assets will likely now be plagued by higher risk premiums after a period of long positioning on Russian risk, according to Tim Ash, senior portfolio strategist at Bluebay Asset Management.

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.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

Eric Green, a portfolio manager at PENN Capital Management, suggests owning a mix of metallurgical and thermal coal producers in order to benefit from both prices rising.

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

«A-shares could be included though at fairly limited weight,» Asha Mehta, a portfolio manager at Acadian Asset Management, said of the MSCI review, which will be announced at around 2130 GMT.

Keith Summers, a portfolio manager at Buffalo - based Tricoastal Capital Management, explains that there's a hierarchy of sin when it comes to these stocks.

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.

With Dr. Ramkumar Janakiraman, a management professor at Texas A&M, Yli - Renko surveyed 180 young, technology - based firms operating in business - to - business markets in the UK, and asked: How does dependence on a key customer impact the firm's customer portfolio growth?

«The President isn't a dictator,» says Brian Jacobsen, chief portfolio strategist at Wells Fargo Funds Management.

«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 Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

It's in one little part of the market, but it's significant,» said Thompson, chief executive and portfolio manager at Vilas Capital Management Inc..

Adrian Mastracci, a «fee - only» portfolio manager at KCM Wealth Management Inc., comments, «It's time to welcome a newly - minted savings plan to the retirement labyrinth.»

«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.

Careful portfolio management, he said, would allow the central bank to absorb the losses over time by trying to hold bonds to maturity rather than selling at a loss.

Betterment's new portfolio strategy was developed by the smart beta experts at Goldman Sachs Asset Management.

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..

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

Greenblatt is now co-chief investment officer and portfolio manager at Gotham Asset Management LLC.

While at Ableco and Cerberus, Mr. Fink served in a number of different capacities including origination, underwriting and portfolio management.

«The main thing an investor should think about is their time horizon when looking at this asset class,» responded Fred Hoff, portfolio manager for Fidelity Management and Research Co..

During the period from 1991 to 1998, Mr. Rawald worked in New York at Merrill Lynch in distressed loan trading and in real estate portfolio management and at TIAA / CREF from 1989 to 1991.

Previous roles have included: Vice President and fixed income Portfolio Manager with The Haverford Trust Company; Managing Director with Evergreen Investments» Customized Fixed Income group; liquidity products trading at JPMorgan and a member of the bank's «financial management education» program.

At ACAS, Mr. Ranson made private equity and debt investments in middle market companies while helping establish the company's portfolio management group.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was the Portfolio Manager responsible for a Makena private fund focused on distressed real estate credit and assets.

At ArcherETF Portfolio Management Inc., we realize the importance of safety of capital to our clients and thus have taken every precaution to ensure their investments are protected.

Fidelity ® Personalized Portfolios apply tax - sensitive investment management techniques (including tax - loss harvesting) on a limited basis, at their discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

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.

Prior to joining MacFarlane Partners, she worked at the Stanford Management Company where she focused on portfolio management and risk analytics as well as hedge fund Management Company where she focused on portfolio management and risk analytics as well as hedge fund management and risk analytics as well as hedge fund investing.

With this discretionary investment management service, any assets contributed to an investor's account that Fidelity ® Personalized Portfolios do not elect to retain may be sold at any time after contribution.

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 atManagement, L.P., an alternative asset management firm with $ 12 billion of assets under management atmanagement firm with $ 12 billion of assets under management atmanagement at the time.

Most recently, Mr. Harris was a Managing Director at Beacon Global Asset Management, a Partner at MB Investment Partners Inc., and a Partner and Portfolio Manager at Jamison Prince Asset Management.

«It has to do with access,» said Les Funtleyder, a health - care portfolio manager at E-Squared Asset Management, who's been both a buy - and sell - side analyst.

Ms. Curry started her career in the Private Investors department at Wertheim & Co., moving in the next year to Individual Capital Management as a portfolio assistant.