Sentences with phrase «by a portfolio manager»

Stocks funds are a common investment product that include a diversified portfolio of stocks managed by a portfolio manager with a specific objective.

Both open - and closed - end funds are run by portfolio managers with help from analysts.

In - house research that ensures our investment ideas are thoroughly reviewed and understood by all portfolio managers and financial analysts.

Investors can also invest in bond funds which include a portfolio of bonds managed by a portfolio manager for various objectives.

They reflect the results generated by portfolio managers and can easily be compared to the time - weighted returns of other funds, market indexes, and various benchmarks.

Overall asset allocation decisions are made collectively by the portfolio managers.

Any constraints imposed by the portfolio manager will be necessarily arbitrary.

These costs would be experienced by the portfolio manager, and passed on to you, as the investor.

Perhaps you just need to pick funds run by portfolio managers that are born early in the year?

Portfolio construction, including security selection, follows and is implemented by our portfolio managers.

Source: BNY Mellon 5 Source: BNY Mellon 6 Active Share measures the degree of active management by a portfolio manager.

Fund usually refers to mutual fund, which is an open - ended investment company that pools investors» money into a fund operated by a portfolio manager.

Two, there are tax consequences you can't control, which are tied in an actively - managed fund, to the decision by the portfolio manager to take some gains and losses in an effort to manage the fund in a tax - efficient manner.

As of October 20, 2014, the SAI filing did not indicate any stake by the portfolio managers or trustees in the new fund.

You can rest easy knowing that your World Selection ® Diversified Fund is continuously monitored by portfolio managers who:

As any sophisticated analyst knows, return and risk are two sides of the same coin: if the returns of a long / short fund are driven by the portfolio manager's stock picks, so will be the risks.

Funds are run by portfolio managers overseen by a Board of Directors who operate for the benefit of the shareholders.

In it, we revisit the promising portfolio themes identified by the portfolio managers back in Autumn 2013, which are now being talked about with enthusiasm by market analysts.

Once your account is open and funded, we'll invest your money into a mix of investments selected by our portfolio managers.

Get peace of mind knowing your investments are being monitored and managed by portfolio managers at HSBC with local and global insight

All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of IB Asset Management has been provided by the Portfolio Manager.

Investors» alpha is the value a retail investor adds to or subtracts from the alpha delivered by the portfolio manager.

You can still have a loss of principal but it should be substantially less as the fund is actively reallocated by portfolio managers.

The Fund's core portfolio allocation is structured to provide broad global diversification utilizing complementary investment strategies managed by portfolio managers across the Franklin, Templeton and Mutual Series investment teams.

(yes, that little bit of voyeur in me likes to look at the 13Fs filed by portfolio managers that I really admire) What piqued my interest was that Klarman seemed to view BBEP as a bit of an inflation hedge, or at least that was my interpretation from the several interviews with him that referenced his position.

Amanda's primary role on the Toronto Team is to handle the administrative duties involved in managing client portfolios, including executing trades as instructed by the portfolio manager, cash management and assisting the portfolio manager with rebalancing activities.

Portfolio construction, including security selection, follows and is implemented by portfolio managers.

adviceDirect does not provide portfolio management by a portfolio manager.

The Fund is managed by portfolio manager, Mike Reckmeyer, who has more than 30 years of professional experience.