Sentences with phrase «client portfolio management»
Client portfolio management refers to the practice of overseeing and managing a collection of investments and assets on behalf of clients. It involves making decisions to optimize the client's portfolio based on their goals and risk tolerance. The aim is to maximize returns while minimizing risks, ensuring the client's investments align with their financial objectives. Full definition
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 diversification itself.
fortune.com
Part of the money is simply a return of your capital, explains Beth Hamilton - Keen, Director of Private Client Portfolio Management at Mawer Investment Management.
«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management.
Taylor's responsibilities there included investment due diligence, selection and monitoring, as well as client portfolio management and implementation.
Our Private Client Portfolio Management team is responsible for managing non-registered, RRSP, RRIF, RESP, TFSA, and Trust portfolios for individuals and families.
ThinkAdvisor asked Brown on Tuesday how their blogging busy - ness jibes with client portfolio management, and he said their absorption in financial news beats cold calling, seminars and similar activities by other financial professionals.
So, I'm pleased to report that Rhonda Berger, Director, Institutional Client Portfolio Management, is joining the IOC.
«Strategic Pricing: Connecting Numbers to Firm Strategy to Achieve Client Portfolio Management that Grows Profits» Aderant Redwood Users Conference Presenters: Steven Manton, Debevoise & Plimpton; Peter Secor, Pepper Hamilton
Experience Summary: Extensively handled client portfolio management tasks Possess comprehensive knowledge on portfolio investment environment Relevant Qualifications Experienced in small community hospital, large metropolitan hospital and also in retail.
«Smartphone technology has revolutionized mobile payments,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset 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 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 Management.
15 + years of Client Portfolio Management.