Sentences with phrase «debt portfolio financial»

Corporate debts are by the highest coupon paying bonds, however, the chance of default is also greater, if you wish to invest in these, it is preferable to look at the ETF / MF's debt portfolio financial ratings (Moodies etc.).

Not exact matches

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

By the time the global financial crisis hit in 2008, the foundation had 20 percent of its portfolio in microfinance and other impact - driven debt and equity vehicles.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

China's huge portfolio of NPLs at the end of the 1990s (perhaps as much as 40 % of total loans) was resolved by a decade of severe financial repression, so that lending rates of around 7 % — in an economy in which GDP grew nominally by 18 - 20 % and the GDP deflator usually exceed 8 % — implied substantial debt forgiveness.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Esdebt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real EsDebt and Real Estate

BSCJ looks a lot like the general market, with most of its portfolio split between industrial and financial institution debt, and a BBB + average credit rating.

A good financial adviser will teach the basics of personal finance while an investment adviser will teach you the intricacies of debt and taxes; and also teach you how to leverage these two tools to strengthen your portfolio.

The combination of the 2007 - 09 financial crisis, the 2011 European debt crisis and a rising dollar have made for a terrible time for investors with a global portfolio in the past decade.

Heastie's most recent financial disclosure statement also showed modest investments worth less than $ 10,000 — a far cry from Silver's stock portfolio of up to $ 2.5 million — up to $ 50,000 in credit card debts and $ 20,000 in debt consolidation liabilities.

But according to Columbia's website, the president of the school's board of trustees is Andrew Zaro, who founded Cavalry Portfolio Services, a debt resolution financial services company.

Checking up on your long - term financial planning should include reviewing your current expenses, evaluating any debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement portfolio will help you achieve your goals.

Whether you are just starting out and struggling with student loan debt or whether you're a high earner looking to have your portfolio and financial life managed by a qualified professional, we can help.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.

We help people build smart portfolios and we give them advice about how to achieve their financial goals — whether that's saving to buy a home, paying down debt, or investing for retirement.

Around 54 % of its portfolio is invested in Debt related financial securities.

Remember — it is up to you if your goal is to lower your cost of borrowing and maximize the pay down of your mortgage OR if you want to find a cost effective balance between managing debt and investing the difference to maximize your financial portfolio.

Depending on your financial goals, time horizon, and risk tolerance, investing in bonds (debt securities) can play a key role in diversifying your portfolio.

The company's financial portfolio does not have any exposure to direct mortgage loans, nor any collateralized debt obligations.

At any rate, over a million students across the nation do not receive proper financial aid which is just another factor in the entire student loan debt portfolio.

The most important factor a person should take into consideration when choosing a loan program whether it be an equity line of credit, a fixed rate home equity loan or something in between depends on your financial portfolio, how you believe your finances will change within the next five years, how long you plan to keep the house you are currently living in and how secure you feel with changing your mortgage payments and increasing your debt.

The Portfolio seeks to capitalize on changing financial markets and economic conditions following a flexible policy for allocating assets according to a benchmark of 35 - 55 % equities, 40 - 60 % fixed income or debt and 0 - 20 % money market instruments.

Also, I publicly share my net worth, my investment portfolios, and my total debts, and highly hope that someone could learn something from my financial successes and failures, and avoid costly financial... [Read more...]

Investors Reach for a New Kind of «Barbell» The traditional financial definition of a barbell investing strategy calls for investors to hold supersafe debt investments in one - half of a portfolio and high - risk ones in the other, while staying away from those in the mushy middle.

These firms, the Carlyle Group, Apollo Global Management and Oaktree Capital Management among them, have been raising billions of dollars during Europe's sovereign debt crisis to buy loan portfolios, corporate bonds and other holdings from troubled financial institutions on the Continent.

Manage your debt portfolio to help protect yourself and maintain financial security.

Current management has reshaped Brunswick's portfolio, improved operations, and repaid debt since the financial crisis.

Second, folks who want to grow their clean - energy portfolios can invest in that debt, a role typically reserved for financial institutions.

However, if the financial goal is 5 - 7 years away, you must avoid investing in high - risk asset classes and instead, balance your portfolio with investments in equity, debt instruments and fixed income products.

Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting

Business & Management Competencies Financial Modeling • Portfolio Management • Relationship Building • Forecasting • Business Development Recapitalizations • Credit Risk Management • Acquisition Financing • Debt Financing / Structuring • Leverage Buyouts • Business / Financial Analysis • Capital Markets / Derivatives • Due Diligence • Foreign Exchange Loan Documentation / Negotiations • Asset Securitizations • Audit / Compliance • Public Finance • Financial Planning • Profit Analysis • Compliance • Strategic Planning • Pricing Analysis • Team Leadership / Motivation Client Services • Statistical Modeling / Trend Analysis • Market Trends • Budget Management

If there are businesses or extensive portfolios involved, a neutral financial professional (such as an accountant or financial planner) is retained to efficiently gather needed documents, provide sensible options for the division of assets and debts, and recommend how the clients can best position their financial futures.

Advice such as, save money, get out of debt, and invest in a portfolio of well - diversified mutual funds are not the way to go if you want long - term financial success.

NorthMarq Capital, the largest privately held commercial real estate financial intermediary in the U.S., provides debt, equity and commercial loan servicing through over 300 mortgage banking professionals in regional offices coast - to - coast and services a loan portfolio of more than $ 52 billion.