Sentences with phrase «for investment research firm»

«Generally, larger companies do more on the education front and have somewhere to get advice,» said Christine Benz, director of personal finance for the investment research firm Morningstar.

Not exact matches

PitchBook's research process for VC 100 also tracks each firm's investment activity.

One of the most interesting things I found in researching my book Mapping Innovation is that the firms that invested in basic exploration eventually hit on something big, What's more, the massive return on investment it generated paid for all of the failed projects many times over.

tweeted Howard Penney, managing director at Hedgeye Risk Management, a Connecticut - based research investment firm who recently shared his advice for McDonald's with Fortune.

Venture capital investment climbed to a level not seen since 2001 in the second quarter, according to private company research firm CB Insights, whose «Financing and Exit Trends» report for the second quarter of 2014 was released on Thursday.

«The best predictor of future returns is whether you buy at low or high prices relative to earnings,» says Chris Brightman, chief investment officer of Research Affiliates, a firm that oversees strategies for $ 161 billion in mutual funds and ETFs.

Hickey, co-founder of independent research firm Bespoke Investment Group, cites dangerously high optimism as a chief reason for the market turmoil.

In a recent research report written for the brokerage firm's investment clients, veteran Apple (AAPL) analyst Toni Sacconaghi of Sanford Bernstein went through both the positives and the negatives of a potential Netflix (NFLX) purchase.

«I think what you are finding is for relatively low investment the manufacturers can get a very high image vehicle on the road and also charge a nice price for it,» said George Peterson, president of AutoPacific, a research firm.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

Previously, Mr. Barrett was a Managing Director of Gemini Investors, a private equity firm focused on growth capital investments, served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment banking firm.

The director of macroeconomic research for TrimTabs, an institutional investment research firm, Schnapp says the BLS will release its numbers for June, then a month later will revise that number and then a month later they will do a final estimate.

«Repatriations did not lead to an increase in domestic investment, employment or (research and development), even for the firms that lobbied for the tax holiday stating these intentions,» the study concluded.

He is the recipient of the prestigious Standard Life Investments Finance Prize for his research on corporate social responsibility and firm risk.

He serves on the board of directors for the Sustainable Investments Institute (Si2), a social proxy research firm.

Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms.

«The effective tax rate over the last five years [for small caps] is about 33 percent, so if you go from 33 percent to 20, that's a pretty big boost,» said Steven DeSanctis, a small - cap analyst at the investment bank and research firm Jefferies.

Incorporated in July 2002, New Constructs is an independent investment research firm, specializing in quality - of - earnings, forensic accounting and discounted cash flow valuation analyses for public companies.

Late last year, a research firm called Defense Group Inc. argued in a report prepared for Congress that the Neurala investment could give China access to the company's underlying technologies.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

He joined Sanford Bernstein in the equity research department with responsibility for the quantitative and technology systems that were the underpinning of the firm's investment process.

«It's an untested process,» said Matt Kennedy, IPO market strategist for Renaissance Capital LLC, an investment research firm.

Independence — With the exception of data providers, the firm does not rely on third parties for investment research or investment ideas.

Terry Simpson, CFA, is a multi-asset strategist for the BlackRock Investment Institute, responsible for conducting capital market research and conveying the firm's market views to institutional and retail clients.

The Firm or its affiliates did not receive compensation from Protalix BioTherapeutics, Inc. for investment banking services within twelve months before, but will seek compensation from the companies mentioned in this report for investment banking services within three months following publication of the research report.

Before joining the firm in 2005, Alison spent three years as an investment associate in large - cap global equity research for Putnam Investments.

SAN FRANCISCO, CA (July 31, 2008)-- Glass, Lewis & Co., LLC, a leading independent proxy advisory and investment research firm, announced today that it has signed the Principles for Responsible Investment (PRI), a United Nations iinvestment research firm, announced today that it has signed the Principles for Responsible Investment (PRI), a United Nations iInvestment (PRI), a United Nations initiative.

Mike Ervolini, chief executive of Cabot Research, a Boston - based firm that advises money managers on how to improve their skills and processes, measures how long it typically takes for good investments to stop working.

For those who have researched the industry, the systematic process for evaluating and completing a new venture capital investment opportunity has many different and structured approaches that can differ widely by Venture capital firms, and can vary greatly due to specifics of the target company or the transaction proceFor those who have researched the industry, the systematic process for evaluating and completing a new venture capital investment opportunity has many different and structured approaches that can differ widely by Venture capital firms, and can vary greatly due to specifics of the target company or the transaction procefor evaluating and completing a new venture capital investment opportunity has many different and structured approaches that can differ widely by Venture capital firms, and can vary greatly due to specifics of the target company or the transaction process.

The Firm or its affiliates did not receive compensation from OvaScience, Inc. for investment banking services within twelve months before, but will seek compensation from the companies mentioned in this report for investment banking services within three months following publication of the research report.

Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research.

Artemis Capital Management L.P. is an investment, research, and technology firm that seeks to transform stock market volatility into opportunity for our clients.

He is responsible for developing research and analysis for the firm's investment professionals and Sales and Client Service teams, and for conveying the firm's views to clients.

He is also the Chief Investment Officer for U.S. Equities at Harris Associates, which he joined in 1983; he served as the firm's Director of Research from 1990 to 1998.

At the very least, using the Valuentum Dividend Cushion ™ ratio can help you avoid stocks that are at risk of cutting their dividends in the future, and we are the only investment research firm out there that does this type of in - depth, forward - looking cash - flow analysis for you.

Mr. Rystrom brings over 25 years of business finance experience, including over 20 years of service as a Director of Research and Senior Financial Analyst for several prominent investment banking firms, including Piper Jaffray and Feltl & Company.

From 2009 until joining RiceBran Technologies, Mr. Rystrom served as Director of Research for Feltl & Company, a regional investment banking firm headquartered in Minnesota.

He is a contributing editor for Scientific American and editorial director at Intellectual Ventures, a research and investment firm that has a spin - off company working on fission (not fusion) power.

Prior to joining the firm, Chris did research for Foothill Group, an investment management company specializing in distressed debt, and he worked at La Jolla - based Multiple Peptide Systems where he marketed custom molecules to research institutions and other end - users (1989 — 1992).

Investment research firm Morningstar Inc.'s ratings are a standard in the industry that investors look to for guidance when analyzing bonds.

As part of an ongoing study, Dalbar Canada, a leading financial services research firm, is gathering feedback from Canadian retail investors for the purpose of improving the content and design of financial investment statements (including RSP, pension, non-registered account statements, insurance etc) commonly used by Canadians.

Charles Lewis Sizemore, CFA is an editor and portfolio manager for Dent Research, an economic forecasting and investment researResearch, an economic forecasting and investment researchresearch firm.

A friend related to me a conversation he had had with the director of equity research at an investment management firm that was seeing consistent outflows because of index - lagging performance for the year - to - date, one year, and three year periods (not surprising as most investment and financial consultants have a much shorter investment time - horizon than the one they advise their clients to have).

For Scottrade's newly launched 15 ETFs, as listed below, they all track indices credited by Morningstar, which you may know as an investment research firm that rates mutual funds and stocks.

San Mateo, CA, October 14, 2009 — Franklin Templeton Investments today announced that Sonal Desai, Ph.D., joined the firm as director of research for the Franklin Templeton Fixed Income Group's international bond department.

Before you approach an investment firm, put some time into researching the types of investments that are best for your portfolio.

... about 40 % of workers in their 20s and 30s said they had cashed out their 401 (k) s or 403 (b) s when they switched jobs, according to an online survey of about 1,200 people conducted in January for Fidelity Investments by CMI, a research firm.

Included in this group are sell - side research firms with broker operations, NYSE and Nasdaq trading desk positions of investment banks, investment banking client desks that execute buyback programs on behalf of corporations, private client firms that essentially act as custodians for high net worth individuals, and brokers that sell unit investment trusts or exchange traded products.

At Wellington Management, independent research is the cornerstone of the investment management process, and the firm's proprietary research is the foundation for each investment approach.

The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in - depth research, and innovative product solutions.