Sentences with phrase «complex financial portfolios»

Individuals who meet this criterion often have incredibly complex financial portfolios, significant amounts of property, and potentially, businesses.

These individuals also tend to have extremely complex financial portfolios.

Not exact matches

D - Wave, Martin adds, is talking to some 60 potential customers and partners, including financial service companies that are hunting for a faster way to evaluate complex portfolios.

To resolve these and other complex portfolio decisions, a Morgan Stanley Financial Advisor can create an appropriate, personalized approach.

«The media is inundated with suggestions on what to do with your portfolio, making investing seem more complex than it actually is,» says Oklahoma - based Certified Financial Planner

«The media is inundated with suggestions on what to do with your portfolio, making investing seem more complex than it actually is,» says Oklahoma - based Certified Financial Planner Shanda Sullivan.

Concepts like the Efficient Markets Hypothesis, the Efficient Frontier and rational expectations are simplifications of a complex world that imply that a static portfolio of ex-post financial assets can help us achieve our financial goals.

A robo - advisor is a good fit for you if you prefer to be largely hands - off with your investments — letting someone else do the work of building and optimizing your portfolio — and you don't have the kind of complex financial situation that requires a direct relationship with a human financial advisor.

2018 Value Investor Speaker Robert Hagstrom CFA, Author, Sr Portfolio Mgr, EquityCompass Strategies Topic: «How to Become a Self - Transforming Investor: Closing the Gap on an Increasingly Complex Financial World

Oliver's experience includes: defending global investment banks in High Court proceedings brought in relation to complex financial products and transactions; acting for an international consulting firm in High Court proceedings brought by the trustees of a pension scheme; acting for a UK financial services provider in relation to a major loss of customer data; acting for an insurer in arbitration proceedings relating to an insurance coverage dispute; acting for a global custody bank on an investigation in relation to client overcharging on asset portfolio transitions; and acting for a UK financial services group in relation to legal and regulatory issues arising from a major misstatement in its published accounts.

Designed and Developed Complex Custom Clarity WEBI and Crystal Reports (Using Views, PL / SQL Stored Procedures, and Packages) to provide clients with reports on Project Management, Portfolio Management, Program Management, Financial Management, Resource Management, Time Management and Capacity Planning modules.

I am able to design the loan structures, analyze complex financial data and monitor portfolios.

Business process development and management leader with extensive experience in managing complex processes, cost reduction initiatives, handling delinquent portfolios, and administering the integration of business operations within the financial services industry.

Professional Summary Financial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salFinancial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial portfolio and exceeding sales goals.

SES Insurance has a 28 - year history of innovation in creating technology driven insurance solutions to enable financial institutions, investors and brokers to simplify complex insurance transactions for dynamic real estate portfolios.

It should also be able to handle complex reporting and compare multiple lease financials to support decision - making, and standardize all leases in a portfolio to streamline the cumbersome process.