Sentences with phrase «client exposure to risk»

As regular readers already know, I began reducing client exposure to risk before the mid-August price plunge.

Not exact matches

The assets of our clients and shareholders are secure in terms of custody, and remain defensive in their exposure to market risk.

At my law practice, we worked to gauge client exposure and risk.

The term financial innovation refers to the ongoing development of financial products designed to achieve particular client objectives, such as offsetting a particular risk exposure (such as the default of a borrower) or to assist with obtaining financing.

The purpose of MarketVANE is to reduce our clients» exposure to risk assets during a steep selloff, thereby cutting off the downside and creating more consistency in portfolio returns.

This unique approach allows us to construct a portfolio management process that aligns the way clients perceive risk with the way their portfolios are ultimately constructed resulting in portfolios that seek to outpace inflation, reduce downside exposure and create a more predictable and stable savings portfolio.

My clients continue to benefit from exposure to risk assets like Vanguard High Dividend Yield (VYM), Vanguard Dividend Growth (VIG) and Vanguard REIT ETF (VNQ).

Data from Cerulli and BlackRock also shows bond ETF use generally «starts with broad - based core holdings,» but over time sophisticated users of bond ETF products may shift to more specialized investment objectives, such as managing sector exposure, duration, maturities, and credit risk according to unique client needs.

«We believe these ETFs will be useful tools for investment advisers seeking to manage risk in their clients» portfolios, while maintaining exposure to United States equities.

Review of current investment portfolio, access client's exposure to financial risk and recommendations of active risk - management strategies in order to protect downside market exposure.

Ultimately it was up to the pet owner to make the choice for their own beloved dog, but we agreed that it was much better medicine to spend the time discussing each individual client's fears, their dog's exposure risks, and health concerns before making a recommendation to vaccinate their pet.

Increasingly veterinarians are advising clients that delayed exposure to a variety of people, animals and environments results in behavior problems that kills more dogs than the risk of disease.

Clients may need to wait in the car with their dog until clinic staff is ready to see the dog without risking exposure to other dogs.

Drawing on our experience in complex transactions, we help manage the credit risks faced by our clients, preserve value in their distressed assets and assist manage their exposure to insolvency administration.

The firm also recently announced Akerman Data Law Center to help clients quickly and cost - effectively mitigate the inherent risks embedded in swelling corporate data, such as government enforcement actions and litigation exposure.

We work with clients to ensure that they understand these standards and requirements and assist them in developing compliance practices that minimize potential risks and exposure.

Using advanced platform technology, ELM Solutions helps clients consolidate all essential legal, risk, compliance, and business processes into a single, extensible software system that enables data analytics to extract a more holistic view of their legal operation and risk exposure, providing insights that enable better legal decisions and enterprise - wide risk mitigation.

A core focus is on assisting corporate and government clients to manage their exposure to risk through a comprehensive team of risk advisory and regulatory experts who will be market leaders in this growing area, along with restructuring and insolvency

These are aimed at compliance officers, who need to keep a tight rein on client money, reduce risk exposure and monitor the effectiveness of their probate departments in a competitive market place.

At Harbottle & Lewis we take these risks very seriously and continuously monitor for such activity and respond quickly to minimise exposure or risk to our clients.

The Firm also advises clients regarding certain risks and will develop a support program to reduce potential liability exposure.

In the insurance coverage arena, Mr. Varga has successfully defended clients in numerous high - exposure cases involving a wide variety of insurance lines, including commercial property; business interruption and extra expense; builders risk, contractor's equipment, motor truck cargo, and other inland marine risks; equipment breakdown coverages; excess and surplus lines risks; and homeowner's policies issued to high net worth individuals.

With over twenty years of experience, he is adept at managing mass tort and high - stakes, multi-jurisdiction litigation to yield optimal results and value while mitigating risks and exposure on behalf of his clients whenever possible.

When the very notion of accessing software applications on the cloud hit the legal profession — let alone cloud - based data storage and retrieval — most law firms reacted in a predictably risk - averse manner: That's interesting, but what is the data security exposure to the firm, the confidentiality risks to clients, the liability insurance coverage implications?

Whilst dispute resolution is our core strength, the team is dedicated to assisting its clients in growing and maximising business opportunities, while at the same time minimising risk exposure, in particular focusing on the appropriate drafting of commercial contracts, both for DIFC entities and those wishing to opt in to the jurisdiction of the DIFC.

Drafting tools help you create complex documents faster — to keep pace with your firm's and your clients» expectations; and more accurately — to reduce exposure to negligence or reputational, commercial or regulatory risk.

As a result of the first party nature of such claims, and the risk of bad faith exposure, we take great care to employ vetting systems on these matters to ensure our advice is sound and our clients protected in the positions they take on coverage.

We work closely with each of our clients in implementing procedures to reduce costs and mitigate future risk and exposure.

CAS was first established for its legal aid expertise and now provides a range of services to Carillion and other clients, including a document and contract review process (for contracts worth up to # 50m), which uses a traffic light system to flag up potential risks; and a due diligence and compliance service to minimise Carillion's exposure to fraud, bribery and corruption.

Our experienced attorneys provide comprehensive counseling for investment advisers, beginning with entity formation, registration and disclosure matters and extending to preparing investment advisory contracts, advising on compensation arrangements, developing comprehensive compliance programs and advising on permitted activities by affiliated fund sponsors, broker - dealers and registered reps.. We help gauge legal exposure through risk management audits and provide critical assistance when problems arise, guiding clients through enforcement exams, proceedings, litigation and arbitration.

In addition to our courtroom capabilities, we routinely counsel clients on products liability / mass tort exposure and risk management and prevention.

Sample resumes for Insurance Professionals will include such skills as developing and implementing cost reduction strategies, assessing a client's risk exposure and recommending corresponding solutions to optimally meet the client's needs and objectives, and marketing insurance products to a diverse group of potential clients.

Underwriting professionals are essential to insurance companies; their job is to evaluate the risk and exposures of potential clients.

The current study involved in - depth qualitative file audit of 299 non-heterosexual counselling clients who attended drummond street (within a 3 year period from 2008 - 2011), with 220 risk and protective factors identified relating to the individual (cognitive and coping styles, physical health and health risk behaviours), family of origin, couple relationship and parenting, stressful life events, school and work factors, social connection to mainstream and queer communities, and queer - specific factors (such as exposure to homophobia and being currently in a «questioning» stage regarding sexual identity formation).

Service providers who refuse to take on some of the client's exposure, such as investment risk or liability for environmental remediation, will fall behind competing firms that do agree to share some of that burden for their clients.