Sentences with phrase «daily risk management»

Provided daily risk management by monitoring clients accounts and activity.

Fidelity's newest unified managed account (UMA) offering, Personalized Portfolios, provides daily risk management and tax - sensitive investing previously reserved for institutional investors.

Not exact matches

For risk management, they forecast next - month momentum strategy volatility based on past strategy volatility calculated based on daily returns over the past one, three or six months.

Getting magnesium daily helps blood sugar management and is found to decrease one's risk for diabetes.

It's a comprehensive resident risk management solution designed to protect you from a number of different angles from the risks that tenants face on a daily basis.

You must also have discipline to follow your money management plan (i.e. risk tolerance and daily, weekly, monthly cutoffs, etc.).

Whether you're day trading using weekly options, or you're trading daily AAPL options, a risk management strategy is essential.

Daily access to information concerning the Fund's portfolio holdings also is permitted (i) to certain personnel of those service providers that are involved in portfolio management and providing administrative, operational, risk management, or other support to portfolio management, including affiliated broker - dealers and / or Authorized Participants, and (ii) to other personnel of the Advisor, Sub-Advisor, and other service providers, such as the Administrator, and fund accountant, who deal directly with, or assist in, functions related to investment management, administration, custody and fund accounting, as may be necessary to conduct business in the ordinary course in a manner consistent with agreements with the Fund and / or the terms of the Fund's current registration statement.

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

By using proper money management, including realistic daily, weekly and monthly profit targets and cutoffs, you are ultimately reducing your risk.

He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated investment management requirements.

Under their management, they consider your personal goals and risk tolerance to match, manage, monitor, and adjust for the best investments without your daily involvement.

When it's charged: Similar to the mortality and expense risk charge and administrative fees, the investment management fees are deducted daily, and reflected in the share values of each investment portfolio.

value), fund management charges (percentage of fund value adjusted in daily NAV) and mortality charge (to provide life cover based on amount at risk and age).

Then, based on that information, we develop a low risk, low volatility1 portfolio strategy with appropriate investment and active daily management for the long - term preservation of your retirement investments.

«I'm not aware of anyone who has a daily meeting just to talk about risk in the absence of talking about opportunity,» according to Leslie Rahl, managing partner of risk - management firm Capital Market Risk Advisrisk in the absence of talking about opportunity,» according to Leslie Rahl, managing partner of risk - management firm Capital Market Risk Advisrisk - management firm Capital Market Risk AdvisRisk Advisors.

The company's flagship product offerings are: the MSCI indices which include over 148,000 daily indices covering more than 70 countries; Barra portfolio risk and performance analytics covering global equity and fixed income markets; RiskMetrics market and credit risk analytics; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal / regulatory risk assessment, and due - diligence.

We will be focusing on that digital reader with the daily newsletter and website, providing insights on running the legal department, analysis of regulatory developments and management of risk everyday throughout the day.

Crowley Fleck «s Healthcare practice group daily handles complex matters affecting the healthcare industry involving business transactions, compliance, healthcare reform, health information systems, HIPAA, joint ventures, labor and employment, licensing and certificates of need, managed care, Medicare and Medicaid matters, medical staff relations, joint ventures, including physician and physician hospital joint ventures, business transactions, compliance, health care reform, health information systems, HIPAA, joint ventures, labor and employment, licensing, managed care, Medicare and Medicaid payments, medical staff relations, patient care, real estate and construction, regulatory, risk management, tax, and tax - exempt matters, and tax exempt financing matters.

HILBERS: Our culture is a reporting - type culture, so we have a process known as a «station condition report» where anybody who is an employee or a contractor on our site, on a daily basis can file a report which traditionally has been used in the operation world, but has been extended to other things, so you will get reporting on everything from a cut finger to a major risk or major concern that somebody has with a management practice.

It's a comprehensive resident risk management solution designed to protect you from a number of different angles from the risks that tenants face on a daily basis.

Whether it's logistical challenges, technological snags or the daily risks of market volatility, at Rogers Insurance we offer energy risk management for Calgary and the surrounding area to help protect your business.

With strong negotiation and communication skills, and significant insight into all facets of leadership, training, daily operations and risk management initiatives, setting the tone of superior service for internal and external divisions, with unparalleled urgency and follow up initiatives, I feel that I am a knowledgeable and qualified candidate.

I am capable of implementing efficient and innovative portfolio management for all energy stock trades, while assessing and managing risk to the client and company I represent, while ensuring each company's daily operational aspects are conducted in a highly professional manner and adhered to corporate standards, industry regulations, professional ethics, and applicable laws.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

Prepares daily revenue report and submits to corporate office on a daily basis * Makes bank... Assist Risk Management Officer with Clinic inventory * Answers phone in a timely and professional...

Islands Management Company • Lake Lanier Islands, GA 03/2008 — 05/2009 Assistant Director of Operations and Risk Management Directed daily operations, risk management, and performance of more than 250 aManagement Company • Lake Lanier Islands, GA 03/2008 — 05/2009 Assistant Director of Operations and Risk Management Directed daily operations, risk management, and performance of more than 250 associaRisk Management Directed daily operations, risk management, and performance of more than 250 aManagement Directed daily operations, risk management, and performance of more than 250 associarisk management, and performance of more than 250 amanagement, and performance of more than 250 associates.

Individually designed and implemented daily price curve validation report to ensure adherence with established risk management

A-Check Global provides organizations with background screening, drug screening, monitoring program management and risk mitigation services necessary to meet regulatory requirements and help ensure safety in daily operations.

Recruits management to integrate risk management and compliance governance into their ongoing daily operations facilitating a collaborative approach which embraces...

Energy Industry • Daily Operations Management • Reporting • Plant Maintenance • Communication Staff Training / Development • Risk Management • Regulatory Compliance • Construction Project Management

NYC About Blog The Risk Management Monitor is the official blog of Risk Management magazine and RIMS, providing daily articles, commentary and interviews related to the world of risk management and insuraRisk Management Monitor is the official blog of Risk Management magazine and RIMS, providing daily articles, commentary and interviews related to the world of risk management and Management Monitor is the official blog of Risk Management magazine and RIMS, providing daily articles, commentary and interviews related to the world of risk management and insuraRisk Management magazine and RIMS, providing daily articles, commentary and interviews related to the world of risk management and Management magazine and RIMS, providing daily articles, commentary and interviews related to the world of risk management and insurarisk management and management and insurance.

Professional Experience Petroliance LLC -LRB-[Insert City, State]-RRB- 7/1996 — Present Credit & Collections Specialist • Oversee all accounts receivables including claims management, charge - backs, customer inquiries, and charge - offs as needed • Act accountable for all credit collections as well as for decisions related to credit approval and suspension • Apply customer remittances to corresponding accounts, while identifying and resolving all posting problems with related cash applications, issuing credit / debit memos regularly, and processing daily cash deposits • Lead overall firm direction with regards to accounts receivable administration and cash flow management, providing relevant guidance, feedback, and direction to finance department staff, management members, and other interested parties • Reduce outstanding receivables and minimize risk associated with marginal customers, consistently exceeding established collections goals while working within all related legal, firm, and industry policies and procedures • Utilize interpersonal skills to maintain quality client service, responding in a timely manner to all documentation requests • Assist credit manager with daily duties as needed

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Defense Threat Reduction Agency (Ft. Belvoir, VA) 01/2010 — 07/2011 Insert Title • Provide daily management of assigned projects for medical countermeasure development (antibacterial) • Responsible for project costs, schedule, performance, risk assessment, and contract deliverables • Brief antibacterial projects at multiple program management reviews • Contribute to RFIs / RFPs to address gaps in medical countermeasure development • Chair review panels for broad agency announcements and evaluate project proposals • Assist in the development of a cost model for small molecule S&T development for medical countermeasures • Conduct site visits, in - process reviews, Post-Award Conferences, and Kick - Off Meetings with performers • Participant in source selection board activities for TMT

Academic Advisor — Duties & Responsibilities Recruit, train, direct, and review academic advisors and support staff ensuring effective operations Advise students in the selection of majors, minors, concentrations, and basic course load Utilize education and experience to provide students with career and personal counseling Assist students in the initiation and completion of the transfer process Responsible for the completion and coordination of all relevant paperwork Provide support to all academic departments, chairpersons, faculty, and junior advisors Coordinate School of Business Convocation and Graduation ceremonies Organize and conduct academic tutorials, workshops, and faculty presentations Design and implement Probation Program to address academic and social needs of at risk students Set academic goals, monitor progress, and provide steady encouragement and guidance Create and author departmental newsletters detailing important news and upcoming events Organize social events for students to build community and encourage healthy relationships Perform crisis intervention management for students facing personal challenges Study university literature to become an expert on all academic regulations and policies Oversee department budgets ensuring cost effective daily operations Build and strengthen professional relationships with colleagues, students, and community leaders Represent university with poise, integrity, and positivity

Rath advocates for a dramatic and immediate change in language from the current state of «Disease Management Programs» and «Health - risk Appraisals» to a focus on «Well - being Initiatives» with an emphasis on small daily wins that yield meaningful progress.

Managing the various, often - volatile property and liability risks that commercial real estate owners and managers face daily requires a vigilant risk management strategy that includes frequently evaluating risks and assessing insurance programs t...