Sentences with phrase «control over their investment portfolio»

Being able to «self - direct» your IRA results in having total control over your investment portfolio.

Not exact matches

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

However by settling on such funds, you lose flexibility and control over your investments for by definition, the funds do their portfolio shifting on their own.

A laddering strategy can also provide more control over the portfolio, as an investor has an opportunity each year to reduce the size of the investor's bond investment.

Custodial Accounts are for those who wish to retain full control over the selection and management of their investment portfolio but would prefer not to have the record keeping responsibilities.

• You also have total control over how both current and proposed portfolios grow in the future, because you control each asset class, or each investment, over the 75 - year window.

The CRF is the first major US pension fund to join the Coalition's 28 members, who between them control over $ 3 trillion in assets and have pledged to gradually decarbonize a total of $ 600 billion by designing investment portfolios with a smaller climate change impact.

Various instruments include a definition in which control over the enterprise invested in is most often the discriminating feature, setting foreign direct investment apart from a mere «portfolio investment», in which the investor does not exercise any direct influence on the management of the company in which the investment has been made.

I do not own stock in any company that I report on, but I may make investments in mutual funds, over whose portfolio investments I have no direct control.