Sentences with phrase «first global portfolios»
The emerging research on the investment effects of international diversification and on value as a loophole to EMT led him to launch his first global portfolios.
http://www.mutualfundobserver.com/ Not exact matches
It was the first time the portfolio had declined since 2009, which was during the global financial crisis.
First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.
She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.
Hear first - hand from seasoned Fund Manager and Head of Asia ex-Japan Equities, Andrew Gillan, who will discuss the importance of Asia to the global economy and to your clients» portfolios.
My key questions then are: is the first - order benefit gained from applying McClung's drawdown and portfolio allocation strategy rather than annual rebalancing to fixed asset proportions; and is modifying a globally diversified market cap portfolio to a Triad (or similar) portfolio necessary to benefit from McClung's strategy or is the global cap portfolio likely to be adequate and the required changes only offer second - order benefits?
The transaction marks the first Australian commercial real estate acquisition in Manulife's global real estate portfolio and is part of...
In the first quarter, both S&P Global Ratings and Moody's Investors Service upgraded Barrick's credit rating, citing significant improvements in free cash flow generation and liquidity, supported by the company's low - cost portfolio and favourable geopolitical risk profile.
They first look at return correlations and then consider mean - variance portfolio optimization with global equities, U.S. Treasury bonds, U.S. high - yield corporate bonds, emerging government bonds and frontier government bonds.
Drawing on a proud heritage with the first grapes treaded in 1853 at Hardys winery, Accolade Wines has evolved into a global wine company with an extensive portfolio of quality wine brands.
Drawing on a proud heritage with the first grapes treaded in 1853 at Hardys Winery, Accolade Wines has evolved into a global wine company with an extensive portfolio of quality wine brands.
Offering a true global view, the InterContinental brand portfolio of hotels is twice the size of its luxury brand competitors and we are confident this hotel in Saint Paul will provide our guests with a luxurious, first - class experience in the Minnesota capital city.»
The Venetian and its sister resort, The Palazzo Las Vegas, are the first ever Alliance Resorts in the InterContinental Hotel Group global portfolio.
Barnes notes Mazda's first priority is to introduce the SkyActive technologies across its global portfolio, but suggests introducing i - Stop in additional vehicles — even those bound for North America — could be the next step in improving fuel economy and paving the way for hybrid drivetrains further down the line.
First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.
The fund had major equivalent positions in the Schwab International Small - Cap Equity ETF (SCHC), WisdomTree International SmallCap Dividend Fund (DLS), First Trust Dow Jones Global Select Dividend Index Fund (FGD), iShares MSCI United Kingdom ETF (EWU), PowerShares DWA Industrials Momentum Portfolio (PRN), and Vanguard FTSE Europe ETF (VGK).
First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.
First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.
The fund had major equivalent positions in the Vanguard High Dividend Yield ETF (VYM), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares Global Consumer Staples ETF (KXI).
Brandes LP was one of the first investment firms to bring a global perspective to value investing and has consistently applied the active, deep value approach to every portfolio it manages — in all market conditions.
Hylland Capital Management clients now have access to some of the best ETFs from companies like AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares by Invesco, ProShares, State Street Global Advisors, and WisdomTree.
It includes now many sector and subsector funds, such as PowerShares Global Water Portfolio (PIO), WisdomTree International Real Estate Sector Fund (DRW) and First Trust Industrials / Producer Durables AlphaDEX Fund (FXR).
The first thing you'll notice is that this is a very conventional portfolio — if you consider the infrastructure component just a specific type of global equity (which it is), it's almost identical to Canadian Capitalist's Sleepy Pportfolio — if you consider the infrastructure component just a specific type of global equity (which it is), it's almost identical to Canadian Capitalist's Sleepy PortfolioPortfolio.
Here are a few names you can expect to hear from if you are consistently late in paying your bills: Rocket Receivables, Encore Capital Group, Altus GTS Inc., Client Services, afni, First Source Advantage, Expert Global Solutions, Progressive Financial Services, Nationwide Credit & Collection, Regional Finance, IC System, National Asset Recovery Service, Enhanced Recovery Company, Alliance One, Portfolio Recovery Service, and ABC Financial Services.
In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long - term regardless of short - term market movements.
In his new book, The Global Expatriate's Guide to Investing, Andrew shares more of his first - hand knowledge about managing an indexed portfolio outside your home country.
We're the first fund manager to provide managed investment accounts in your name to build and manage a portfolio of global shares.
First, can the global factors explain the average excess returns associated with the regional portfolios of Table 1?
The fund had equivalent positions in the aforementioned iShares MSCI Sweden ETF (EWD), aforementioned PowerShares Golden Dragon China Portfolio (PGJ), iShares U.S. Aerospace & Defense ETF (ITA), iShares Global Infrastructure ETF (IGF), and aforementioned First Trust Dow Jones Internet Index Fund (FDN).
The humble Global Couch Potato portfolio, first recommended by MoneySense eight years ago, is an excellent way to get started with indexing.
First, I added 100 shares (at $ 11.75 each) of Virtus Global Dividend & Income Fund (NYSE: ZTR) to my dividend investing portfolio for a total of 300 shares of ZTR.
In 1979, he was appointed as the portfolio manager of the fund, later renamed the First Eagle Global Fund.
In 1979, he was appointed as the portfolio manager of the Fund, later named the First Eagle Global Fund.
The portfolio will be managed by Signature Global Asset Management (the «Portfolio Manager») and First Asset will provide all administrative and management services required by portfolio will be managed by Signature Global Asset Management (the «Portfolio Manager») and First Asset will provide all administrative and management services required by Portfolio Manager») and First Asset will provide all administrative and management services required by the Fund.
WORLDHOTELS, one of the leading groups of independent hotels worldwide, added 32 new affiliates to its growing global portfolio in the first half of 2009.
«We are thrilled to welcome The Hermitage, Jakarta as the first Tribute Portfolio property in Southeast Asia,» said Dave Marr, Global Brand Leader for Tribute Portfolio.
Continuing innovative momentum, in 2016, Crystal will be the first large luxury cruise line to navigate the elusive Northwest Passage, while in 2018, the cruise line will expand its coveted World Cruise portfolio with four separate global itineraries.
«The new First Class Lounge in Abu Dhabi will be the jewel in the crown of our ever - growing global lounge portfolio, a showcase of intelligent design and innovation,» said Peter Baumgartner, Etihad Airways chief commercial officer — full story»
Fairfield Inn & Suites becomes Marriott's first brand in the moderately priced lodging segment — and the eighth brand in Marriott's lodging portfolio — to be developed outside the U.S. With the addition of these new Fairfield Inns, Marriott's global portfolio will range from luxury to moderate segments, including The Ritz - Carlton, JW Marriott Hotels & Resorts, Marriott Hotels & Resorts, Renaissance Hotels, Courtyard by Marriott, Residence Inn and Marriott Executive Apartments.
World Travel Market, the premier global event for the travel industry, is expanding its portfolio with the launch of its first mid-year conference.
Initial focus on growth of this new brand will be in North America and Europe, and travelers can expect to see Tribute Portfolio properties in global markets within the first year.
We want to be the first to figure out what advanced features from Korea will work in the global market, while at the same time figuring out what new and exciting elements from global gaming trends will make our portfolio of games even better.
DAVID ADJAYE, «Making Place: The Architecture of David Adjaye» @ The Art Institute of Chicago Chicago «Making Place» is the first comprehensive museum survey of global architect David Adjaye «s portfolio of more than 50 built projects, which includes the forthcoming National Museum of African American History and Culture on the National Mall in Washington, D.C.. His approach to design is unique: «Rather than advancing a signature architectural style, Adjaye's structures address local concerns and conditions through both a historical understanding of context and a global understanding of modernism.»
Is it the first step in a long march across the continent for ever - expanding global firms, or a temporary blip as firms look to diversify their portfolios in uncertain economic times?
My advice to clients on expanding their portfolios abroad is to first consider what global marketplaces are strategically important to them.
Philips Lighting is the first global lighting company to offer LiFi - enabled luminaires from its existing office lighting portfolio.
«Since making our first investment in Unocoin, it has been tremendous to see the company solidify its position as the leading Bitcoin company in India, as well as emerge as one of the fastest growing companies in DCG's global portfolio of 80 Bitcoin and blockchain companies,» observed Digital Currency Group Founder and CEO Barry Silbert.
Ideal Companies: AIG, Blackstone, KKR, Warburg Pincus, Advent, Carlyle, Apollo, CVC Capital, TPG, Bain Capital, Neuberger Berman Group, Riverstone Holdings, Hellman & Friedman, General Atlantic, Tiger Global Management, Goldman Sachs, JP Morgan, Morgan Stanley Investment Management, American Securities Capital, BC Partners, Insight Venture Partners, Oaktree Capital Management, Clayton Dublilier & Rice, Apax, TA Associates, Rockefeller Family Office, Bloomberg Beta, Energy Capital Partners, New Mountain Capital, L Cetterton, First Reserve Corporation, Denham Capital Management, TowerBrook Capital Partners, Lindsay Goldberg, Sycamore Partners, KPS Capital Partners, American Capital, Sequoia Capital, Madison Dearborn Partners, ACON Investments, Summit Partners, The Jordan Company, Crestview Partners, Bessemer Venture Partners, Court Square Capital Partners, Lion Capital, Welsh Carson Anderson & Stowe, Capital International, HarbourVest, Genstar Capital, Energy Spectrum Capital, Seachlight Capital Partners, Trilantic Capital Partners, American Industrial Partners, Highstar Capital, The Riverside Company, Hamilton Lane, Olympus Partners, Ridgemont Equity Partners, Kelso & Co, WL Ross & Co, Sun Capital Partners, Resource Capital Partners, Tinicum Inc, General Catalyst Partners, Thomas H. Lee Partners, Littlejohn & Co, Blackrock, General Electic, Actis, Rohatyn, Kohlberg & Co, SK Capital Partners, Providence Capital, Sentinent Capital Partners, Cornell Capital, Commonfund, International Finance Corporation Asset Management Co, The Sterling Company, Palladium Equity Partners, Macquarie Group, Lime Rock Capital Partners, Harvest Partners, Greenbriar Equity Group, Bridgewater, Cathay Capital Private Equity, Intel Capital, GE Ventures, JLL Partners, Behrman Capital, Segal Rogercasey, Iridian Asset Management, Citi Private Bank, Southport Partners, Xerox, Pitney Bowes, United Technologies, Algonquin Advisors, Yale Investment Office, Smith Richardson Foundation, Drum Capital Management, Flag Capital Management, Performance Equity Management, Conning, Portfolio Advisors, Newbury Partners, Aetna, Cigna, Hartford Financial Services, Oak Hill Partners, US Trust (Private Equity), Atlantic Trust, Bank of New York Mellon, Brown Brothers Harriman, CIT Group, Columbia University Investment Office, Cowen Group, Ford Foundation, General Motors Asset Management, Goldpoint Partners, IBM Retirement Fund, Jefferies Group, Guggenheim, Lazard, McKinsey & Co, News Corp, One Equity Partners, Parella Weinberg Partners, Schlumberger Limited, Soros Asset Management, Thompson Reuters, Time Warner, Dupont Capital Management, Salient Partners, GE Energy Financial Services, Invesco Private Capital, Leona and Harry Helmsley Charitable Trust, Mercer, Stepstone Group, Travelers Group
Macquarie CountryWide Trust of Australia enters a definitive agreement to sell a majority interest in an 11.5 - million - square - foot U.S. retail portfolio to Global Retail Investors LLC, a joint venture of First Washington Realty Inc. and California Public Employees» Retirement System (CalPERS) for $ 1.3 billion.
In conjunction with the launch of the Global IPD Rental Information Service (IRIS) portfolio analysis product, MSCI has produced the first annual multinational analysis of real estate income risk factors.