Sentences with phrase «equity strategies including»

He is responsible for a variety of passive equity strategies including exchange traded products as well as optimized separately managed tax - efficient strategies.

Not exact matches

I'll be moderating a morning panel at Milken on «strategy and leadership in an age of disruption» that includes Brazilian private - equity mogul Jorge Paulo Lemann of 3G and embattled Wells Fargo CEO Tim Sloan.

BRVM is also in talks with private equity funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve said.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.

The Company's equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflequity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflEquity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant influence.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

In addition, Chris was a senior member of Makena's Absolute Return investment team, where he focused on hedge fund investments across numerous strategies, including distressed credit, hedged equity, structured credit, specialty finance, macro and reinsurance.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

My own strategy is to take the longest life - expectancy for me and my wonderful wife, add 5, and divide by our net worth (including home equity).

Such strategies involve investing predominantly in corporate credit, including senior secured and mezzanine loans and high yield, distressed and high grade debt securities, private equity controlled positions, real estate investment and investment in pools of non-performing loans in Europe and Asia.

Highland specializes in credit strategies, including credit hedge funds, long - only funds and separate accounts, distressed and special - situation private equity, and collateralized loan obligations (CLOs).

Four common strategies used by hedge fund managers include: long - short equity, relative value, event driven and global macro.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

For example, an allocation strategy might include the requirement to hold 30 % in emerging market equities, 30 % in domestic blue chips and 40 % in government bonds with a corridor of + / - 5 % for each asset class.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

Having previously worked across the corporate governance, equities research, private equity and strategy consulting sectors, Michael now advises ASX boards and senior managers on governance - related matters and in the execution of corporate actions and vote - related company meetings, including shareholder activism campaigns and proxy battles both in Australia and abroad.

Raymond was responsible for creating Acadian's market neutral and long - short equity strategies, which grew to several billion dollars in assets under management and included global investors from Asia, Europe, and the United States.

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

This conference is designed for anyone interested or involved in equity sharing as an effective business strategy, including company presidents, employee - owners, CEOs, executives, directors, managers, investors, and professional service providers.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Mr. Handa has had involvement in several international jurisdictions and his professional experience has included: work on primary and secondary IPO listings on the Toronto and Hong Kong Stock Exchanges; experience in various debt and equity financing transactions including convertible debentures, off - take agreements, metal streaming agreements, and, brokered and non-brokered financings; implementation of ERP systems to manage full - scale mining operations; implementation of domestic and international tax planning strategies; and implementation of corporate governance and internal control policies to comply with various stock exchange jurisdictions.

Other exit strategies for investors include; sale of equity to another investor — that is secondary purchase, stock market floatation, and liquidation — that is involuntary exit.

Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services — including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings — that complement traditional investment portfolios.

Yet, more than $ 2 trillion remains in the hands of financial - engineering strategies pegged to low volatility, including volatility - control funds, risk parity, risk premia, and long - equity - trend following.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.

We include two recent case studies detailing PM - transitions for two global strategies (International Value and Global Equity).

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of derivatives.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

Other strategies gaining traction include volatility hedging (e.g., hedging the S&P 500 with VIX futures), and hedging equities against gold futures.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

It includes Systematic Equity Strategy factors to help managers measure sensitivities to potentially crowded trades as well as a comprehensive set of fundamental factors based on point - in - time data, essential for building and back testing investment strategies.

Barra's new model employs premium input datasets including Point - In - Time fundamental data and provides insight into the sources of risk and return with Systematic Equity Strategy factors.

Read more in the full Global equity outlook, including our take on minimum - volatility strategies and why we believe short - term bonds are an increasingly compelling alternative to «stable» dividend stocks.

The strategy selects equity securities of REITs exhibiting a favorable combination of factor characteristics, including quality, momentum, and value.

At the time, Gov. Andrew Cuomo's re-election pursued a strategy of bolstering supporting from women by promoting a 10 - point agenda that included issues such as pay equity and bills aimed at curbing workplace and housing discrimination.

Rollins» most recent position was as senior education, training, and strategy specialist in the Office of Diversity and Inclusion at the University of Maryland, where his responsibilities included designing and facilitating diversity and social justice trainings, and helping to craft and implement strategic plans related to equity and diversity education.

Note any modifications made in the classroom and their effectiveness, and make recommendations toward creating educational equity when strategies that don't include special education are insufficient.

This brief from The Teacher Salary Project summarizes how teacher salary strategies were included in 24 of the 2015 state equity plans.

School - and community - based teams — including school leaders, teachers, middle and high school students, counselors, parent leaders or coordinators, and nonprofit partners — will practice useful and transferable strategies that strengthen cross-sector school - community leadership and engage in conversations on race, class, and equity.

Officials said they would come up with a «50 - state strategy» to tackle teacher equity instead by much earlier this year, but advocacy groups including The Education Trust said the department was allowing states to sweep teacher quality gaps under the rug.

The SIOP Model was included in Tiffany Park's school improvement plan as an instructional approach for improving the reading and mathematics achievement of all students, and also as an equity and access strategy for low - income students and English learners.

The FEAs have taken many forms, including: sheltered instruction observation protocol (SIOP) implementation in Texas; community - based equity assessment in Texas; IDRA's Focusing on Language and Academic Instructional Renewal (FLAIR) program implementation in reading in Louisiana; gender equity also in Louisiana; implementation of a multicultural framework in staff development to support student success in New Mexico; parent leadership in New Mexico; unitary status planning in Arkansas; English as a second language (ESL) classroom strategies in Arkansas; service learning in Oklahoma; and meeting civil rights requirements under the law in Oklahoma.

WestEd Policy Forum on Increasing Equity Through High - Quality Charter Schools (Elsa Duré) National and state leaders discussed how high - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregEquity Through High - Quality Charter Schools (Elsa Duré) National and state leaders discussed how high - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregequity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregation.