Sentences with phrase «detailed portfolio analysis»

He demonstrates a passion to educate clients and provide personalized service by delivering financial seminars and a detailed portfolio analysis.

Not exact matches

Manage your bond and CD portfolios with detailed reports and analysis, calculators, and laddering tools.

We provide a detailed analysis, stop loss, and portfolio tracker so you know exactly what to look for with each trade.

To that aim, I shoot for a 50:50 split of time between the sort of high level searching outlined above, and detailed company analysis required before a company makes it into our portfolio.

They conducted a detailed analysis of the academy's portfolio to determine their requirements, which resulted in a tailor - made solution in line with Education Funding Authority (EFA) requirements.

TABLE 1 Market Snapshot: Global E-Paper Display Market TABLE 2 Evolution of E-Paper Display Technology TABLE 3 Comparison Between Different Display Technologies TABLE 4 Impact Indicators TABLE 5 Impact Analysis of Drivers and Restraints TABLE 6 Adoption Status in Different Application Domains TABLE 7 North America E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 8 North America E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 9 North America E-Paper Display Market Revenue, By Country, 2013 — 2022 (US$ Mn) TABLE 10 Europe E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 11 Europe E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 12 Europe E-Paper Display Market Revenue, By Region, 2013 — 2022, (US$ Mn) TABLE 13 Asia Pacific E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 14 Asia Pacific E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 15 Asia Pacific E-Paper Display Market Revenue, By Country, 2013 — 2022 (US$ Mn) TABLE 16 RoW E-Paper Display Market Revenue, By Product, 2013 — 2022 (US$ Mn) TABLE 17 RoW E-Paper Display Market Revenue, By Technology, 2013 — 2022 (US$ Mn) TABLE 18 RoW E-Paper Display Market Revenue, By Region, 2013 — 2022 (US$ Mn) TABLE 19 E Ink Holdings, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 20 Displaydata Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 21 Gamma Dynamics, LLC.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 22 NEC LCD Technologies Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 23 Sony Electronics, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 24 Pervasive Displays, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 25 Liquavista BV: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 26 Kent Displays, Inc.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 27 Plastic Logic GmbH: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments) TABLE 28 Guangzhou OED Technologies Co., Ltd.: Company Snapshot (Company Details, Geographical Presence, Product Portfolio, Key Industries Served, SCOT Analysis, Recent Developments)

The premise behind most actively managed strategies is that by using detailed analysis to focus on certain securities or segments of the market, portfolio managers have the ability to identify mispricings in securities, and a portfolio has the potential to outperform the broad - based market over time.

We wrote a detailed analysis reviewing how Dividend Safety Scores are calculated, what their track record has been, and how to use them for your portfolio here.

According to this comprehensive Vanguard report on international equities, which includes some detailed analysis of risk, return, volatility and other considerations covering investment portfolio mixes, they've come up with a few recommendations:

We wrote a detailed analysis reviewing how Dividend Safety Scores are calculated, what their real - time track record has been, and how to use them for your portfolio here.

With dividend mutual funds, investors pay higher fees, but gain the benefit of a team of skilled analysts and portfolio managers doing detailed analysis.

The detailed analysis of your portfolio is also interesting, you certainly have some great names in there.

I've even been known to share intimate details about my portfolio to those who subscribe to The Stock Analysis Mailing List.

This seems suitably conservative considering that 65 % of the portfolio has been underwritten post 1/1/2011 (and these underwritings are a very detailed policy - by - policy analysis of detailed medical records).

I haven't done the analysis, but the prior assertions that IFT's portfolio could move into net cash generation in 2013 or 2014 doesn't make any sense to me — but you / everybody shd perform their own detailed analysis to examine likely scenario (s).

As an effective value investor, you have to first set up the criteria and standards for stock picks, obtain ideas for investment from stock screen, execute a more detailed analysis of the financial performance of a company and its stocks, assess the business and its earning potential and create a portfolio.

As a bonus, I have prepared a free analyze - out - loud video on my website MisterValuation found here that provides a more in - depth and detailed analysis on these 10 Dividend Growth stocks for your retirement portfolios.

Create detailed financial and operational models for current and potential portfolio companies to conduct intricate financial and valuation analyses.

None shows a detailed analysis of your portfolio or lets you trade bonds.

With the detailed data contained in the Lost Sales Analysis, lenders can determine if their applicants closed their loans with a competitor, monitor portfolio run - off trends, and assess pipeline fallout.

Our International Fund portfolio managers provide a detailed analysis of various global factors they view as key drivers of growth in international markets and discuss why today's investing environment could be ideal for investors looking to expand their international exposure.

This paper details our analysis of objective, publicly available patent data to evaluate the relative strength of patent portfolios.

Excelling as a member of the Large Cap Growth team at Citigroup with $ 6.3 B funds under management; performing rigorous analysis to determine portfolio viability and rebalancing needs, creating detailed financial models with regional and product breakdowns, and tracking stock news within assigned sectors to assess short - and long - term impact on returns.

Produce detailed market analysis for each property across portfolio to allow for an accurate assessment of potential annual revenue rate growth.

• Secured credits up to 600000 $ for the bank through PR protocol delivery and excellent customer care to potential customers • Reduced the bank's annual losses by 10 % in one year via effective credit risk analysis • Led the commercial client team for three years • Developed and maintained professional rapport and provided consultancy to 14 small business bankers in developing product portfolios • Critically analyzed and re-formulated the bank's credit policies based on detailed financial credit and risk analysis stretched over a period of two years

Dynamic, hands - on real estate professional offering detail analysis / planning skills and solid management expertise, directing major initiatives and guiding portfolios to consistent returns, defying market trends.

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

For a more empirical illustration download the detailed analysis of this domino strategy on a portfolio of nine single family homes.