Sentences with phrase «focused portfolio management»

Not exact matches

Armed with a better understanding of mobile technology, free from costly branch networks and focused intensely on the user experience, these online firms are muscling in on the lucrative business of providing loans, mortgages and portfolio management services to the public.

As the traders battle for the best portfolio of the year, FMHR trader Jim Lebenthal takes risk off the table, and Stephanie Link, TIAA Global Asset Management, is focusing on quality.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

You can also hire tax - sensitive management, or advisers that focus on tax - sensitive portfolio construction.

Matthew Strauss, vice-president of portfolio management with Toronto's Signature Global Advisors, adds that, since the recession, the focus has changed from buying export - focused companies to businesses that sell to the domestic consumer.

Prior to forming CorePointe, Mr. Fording spent over 12 years working for Ableco Finance LLC and Cerberus Capital Management where he focused on direct lending serving in a number of different capacities including origination, underwriting and portfolio mManagement where he focused on direct lending serving in a number of different capacities including origination, underwriting and portfolio managementmanagement.

They make investing easy for beginners by focusing on simple asset allocation, goal setting features, and low - cost portfolio management.

Cairngorm Capital's unique mix of sectoral expertise and investment skill enables it to be actively involved in the strategy and operational focus of portfolio companies, partnering with management teams to grow revenue, enhance margins, improve cash flow or consolidate industry leadership positions.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was the Portfolio Manager responsible for a Makena private fund focused on distressed real estate credit and assets.

Going forward, Vincent will continue to focus on proactive capital markets opportunities and management on behalf of the Infrastructure funds» diverse portfolio.

Prior to joining MacFarlane Partners, she worked at the Stanford Management Company where she focused on portfolio management and risk analytics as well as hedge fund Management Company where she focused on portfolio management and risk analytics as well as hedge fund management and risk analytics as well as hedge fund investing.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos silver - gold property, with an Indicated Mineral Resource containing 80.9 M oz Ag and 732k oz Au, through the various stages of feasibility.

According to Lily Scott, Director of Investing with Impact for Morgan Stanley Wealth Management, «While financial value remains a key focus, Catholic values investment portfolios also seek to protect and promote the unique values and mission of faith - based investors.»

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility..

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on expanding and advancing its flagship Diablillos property, with an Indicated Resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on expanding and advancing its flagship Diablillos property, with an Indicated Resource of 81.3 m oz Ag and 755k oz Au.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property, with an Indicated resource of 81.3 m oz Ag and 755k oz Au, through the various stages of feasibility.

The Company's experienced management team has assembled an outstanding portfolio of gold, silver and copper exploration assets, and is focused on advancing its flagship Diablillos property through the various stages of feasibility.

GPB Capital is focused on acquiring and operating portfolio companies in the solid Waste Management industry currently serving the commercial, industrial and recycling sectors.

He has advised clients on a range of issues, including portfolio reorientation to focus on higher - growth areas, growth strategy development and implementation, cost diagnostics, accountable care strategy development, adjacency prioritization work and medical management model development.

The Index House is a Private Counsel portfolio management firm focused on good consumer and investor practices including an indexing approach to investing.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

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 Rmanagement 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 RManagement division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Having an experienced portfolio - management team focused on ETFs and accessible to investors who have questions or issues, combined with a robust infrastructure to support the ETFs business, also contributed to BMOAM's ETF growth, he adds: «We have no subadvisory [team]; nothing else globally.

These early adopters of modern portfolio management focus on the things that they can control.

«RBC GAM's investment approach is characterized by fundamental research and rigorous discipline, along with a focus on risk management and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markemanagement and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markeManagement Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markets.»

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Before changing your portfolio allocations or adopting an entirely new approach to managing your money, check with a money management firm, ideally one that focuses on Canadian investors.

In this issue of Institutional Strategy Quarterly, we explore the details behind our own long - term return assumptions and risk management process while also focusing on ways in which investors can think about the relationships among risk, return, and portfolio construction in this lower - return environment.

Jacob Caplain is a member of the Fixed Income Portfolio Management team focused on portfolio construction, analytics and emerging markets fundamental research, and he contributed to tPortfolio Management team focused on portfolio construction, analytics and emerging markets fundamental research, and he contributed to tportfolio construction, analytics and emerging markets fundamental research, and he contributed to this post.

We provide a suite of broad services to our portfolio companies to help them continue on their mission to redefine industry, ensuring management teams can focus on what they do best.

Standard's value creation strategy encompasses acquiring a diverse and highly prospective portfolio of large - scale domestic brine resources, led by an innovative and results - oriented management team with a strong focus on technical skills and modern brine processing technologies.

East West provides portfolio management services focusing on selective yield opportunities and global equity allocations.

Global Integrated Platform The around - the - clock support of our global investment platform allows our investment teams to focus on research and portfolio management.

Prior to joining Invesco, Yorick was a senior vice president of the Commercial Real Estate group at Wells Fargo based in New York, where he was responsible for managing a team of relationship managers focused on institutional clients, overseeing originations, portfolio management and day - to - day operations of the office.

In the March 2018 draft of their paper entitled «Pulling the Goalie: Hockey and Investment Implications», Clifford Asness and Aaron Brown ponder when a losing hockey coach should pull the goalie as a metaphor for focusing on portfolio - level return and portfolio - level risk management.

Providing customers with a world - class portfolio of enterprise - grade scalable solutions with analytics built - in, Micro Focus delivers customer - centered innovation across DevOps, Hybrid IT Management, Security & Data Management, and Predictive Analytics.

As a bank - loan portfolio manager, Mike's primary focus is managing Wellington Management's bank - loan portfolios.

The Portfolio Management Plan for the northern unregulated rivers therefore focuses on the opportunities for active management of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering pManagement Plan for the northern unregulated rivers therefore focuses on the opportunities for active management of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering pmanagement of flows and event - based mechanisms, including water purchase and use on - farm and in - stream infrastructure, and where this could be employed strategically to contribute to the objectives and outcomes of the Murray - Darling Basin Plan and Basin - wide environmental watering strategy and Basin annual environmental watering priorities.

Ajoy Karna adds: «The management team at Kent Frozen Foods has done a fantastic job building their business, which focuses heavily on independent customers, making it a perfect addition to our portfolio of businesses in the UK.

Compelling Value for Shareholders The company believes its complementary portfolio, access to high - growth segments of the beverage industry and shareholder value - focused management team will enable it to achieve sustained growth through continued innovation, brand consolidation opportunities and enhanced household penetration for its leading brands.

Furthermore, later - stage DSTs (such as those focusing on regulation) or higher level strategic tools (such as those focusing on portfolio management) might be readily applied to both autologous and allogeneic cell therapies.

Williams is a former partner in the Intellectual Property Practice Group of Pepper Hamilton LLP, with a focus on intellectual property acquisition and management, including IP asset strategy, contracts, licensing portfolio development and management, patent, trademark, technology transfer and strategic alliance negotiation / restructuring.

My focus in this article is on the CMOs in the NewSchools portfolio, which often operate 10 to 20 schools or more, serve thousands of children, and are materially different from their smaller counterparts, especially in terms of finances and management.

Add in the growing number of cities pursuing school portfolio management (which focuses on both charters and traditional district - run schools), and the urgent need to train administrators with the skills to thoughtfully manage what Edfuel calls «the autonomous and accountable public schools sector» is even more apparent.

I typically focus on two issues: effective charter school authorization and effective management of portfolio school districts.

They suggest that the portfolio management approach has the promise to far better serve millions of low - income kids than the turnaround - and district - focused strategies of the last several generations.

Denver Public Schools has, for the past fifteen years, steadily increased focus on the implementation of a performance management (or portfolio) strategy.

These instructional reforms later morphed into management reforms and a «portfolio» approach that focused on school performance management and new school development when Bennet's COO Tom Boasberg took over as Superintendent in 2009.