Sentences with phrase «creates higher allocations»

Not exact matches

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

Like the Nationwide Maximum Diversification U.S. Core Equity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk premium.

This created a more attractive risk / reward backdrop and thus we added to the fund's high yield allocation.

As higher volatility creates opportunities for generating income from covered calls, we have added to this allocation at higher yield levels.

ACCOMPLISHMENTS * Revenue Generation: * Created Execution of $ 600 M in product line revenue with high profit * Created service revenues of $ 25 M / year and resource allocation of 450 engineers * Contract Wins: * Devised $ 400M contract win for major global system product * Turn - Around: * Turned around $ 32 Million Enterprise in less than 3 years * Defined and implemented turn - around of multiple small to medium sized business...

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients