Sentences with phrase «bond management strategies»

Principal of Aleph Investments, offering stock and bond management strategies, and a strategy to switch between them.

Not exact matches

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

If you're checking out bond funds, just like with stock funds, look at the management team's track record and strategy, historical performance and costs.

Ben Bennett, head of Credit Strategy — Active Fixed Income at Legal & General Investment Management discusses the impact of central banks adding corporate bonds to the monetary menu.

Value assessment The strategy's defining characteristic is crossover management, or the ability to allocate between taxable and tax - exempt municipal bonds.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and I wrote for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

Jeffrey Gundlach, CEO of DoubleLine discusses the AMG DoubleLine Core Plus Bond Fund's investment strategy, risk management process and how this Fund is designed to seek outperformance.

Kathleen Gaffney is a vice president of Eaton Vance Management, director of diversified fixed income and lead portfolio manager for Eaton Vance's multisector bond and core plus bond strategies.

Published by Mebane Faber in the Journal of Wealth Management back in 2007, this strategy generates equity - like returns with bond - like drawdowns.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociaManagement, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociamanagement, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

He writes on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, and more.

This fund launch provides UK investors access to the proven strategy offered globally through the US - registered and Luxembourg - registered Franklin Flexible Alpha Bond Funds, which collectively have assets under management of USD900 million.

As Exhibit 2 shows, the LDI strategy dramatically reduces the volatility in estimated income compared to intermediate bonds and T - bills (which often constitute the risk management assets in retirement - focused investment solutions).

Eugene Fama's Bio at Dimensional «Trading Strategies Work Better than Buy - and - Hold» This paper applies portfolio management to trading strategies instead of stocks Strategies Work Better than Buy - and - Hold» This paper applies portfolio management to trading strategies instead of stocks strategies instead of stocks and bonds.

Christopher Harshman is a vice president of Eaton Vance Management and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

For some investors, this active management strategy is an attractive feature of bond funds, but it typically comes at the cost of management and other fees defined by the fund's expense ratio.

Brian Barney is a vice president of Eaton Vance Management, director of institutional portfolio strategies and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

He is responsible for buy and sell decisions, portfolio construction and risk management for th e firm's tax - advantaged bond strategies.

He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's tax - advantaged bond strategies.

Bond portfolio management strategies based on sector rotation involve varying the weight of different types of bonds held within a portfolio.

Bond portfolio management strategies are based on managing fixed income investments in pursuit of a particular objective — usually maximizing return on investment by minimizing risk and managing interest rates.

Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance products.

Back in 2003, after several years of correspondence, James Cramer invited David to write for the site, and write he does — on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, and more.

Devin Cooch is a vice president of Eaton Vance Management and municipal portfolio manager and trader on Eaton Vance's tax - advantaged bond strategies team.

He is responsible for buy and sell decisions, portfolio construction and risk management for the fi rm's tax - advantaged bond strategies.

Global shares the somewhat eclectic style of Loomis Sayles Bond, but it has its own strategy and its own management team, consisting of Kenneth Buntrock, David Rolley and Lynda Schweitzer.

Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding global fixed - income market and across the complete credit spectrum.Multiple strategies: Putnam's bond specialists employ 70 - 80 active investment strategies to pursue a diverse range of opportunities for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.

Instead, SGS bonds and Treasury bills (T - bills) are issued to meet banks» needs for a risk - free asset in their liquid - asset portfolios and as part of a broader strategy to grow Singapore into an international centre for debt capital management.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

The Credit Analyst is responsible for proactively supporting Janney Capital Management's corporate bond separately managed account strategies...

Tags for this Online Resume: Management, Consulting, Project Management, LESS, Acquisitions, Wireless, Business Modeling, Modeling Experience, Networking, Planning, Business plan, Strategy, Budgets, Transformation, Board Management, Marketing, Asset Management, Bond Compliance, Project Execution, Market Analysis, Segmentation

NUFIC (City, ST) 2000 — 2004 Operations Supervisor • Consistently promoted for excellence in financial management and team leadership • Selected to serve as Operations Supervisor for the Surety profit unit • Manage all operational activities ensuring efficient National Union business operations • Review business practices and procedures to effectively analyze underwriting needs • Implement operational strategies to ensure that Account Managers meet team goals • Create monthly, quarterly and yearly reports and assist Divisional President with budgets and forecasts • Generate premium coding and accounts receivable reports • Oversee the underwriting staff to ensure timely collection of premiums from brokers • Monitor and analyze bond system activity to remedy unfavorable bond issuance delays • Manage and train underwriting technicians ensuring compliance with all corporate protocols

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Observations lasted for 50 minutes on 2 different days in the fall and spring each year using the interactive teaching map to document the use of the targeted teaching strategies in all conditions.37 Greater use of the experimental instructional and management methods was observed in intervention classrooms, as discussed elsewhere.38 Teachers» use of the experimental instructional and management methods has been found to predict short - term variation across classrooms in students» levels of social development constructs related to school bonding.38