Sentences with phrase «fundamental investment assets»

Domestic stock and bond markets are considered to be the fundamental investment assets for investors.

Not exact matches

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

Of late, global investors have become more discerning in their investment selection and asset allocation processes, with more emphasis on fundamental factors.

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«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 markets.»

Even after accruing over 30 years of experience, he still enjoys the challenge of continually searching for reliable, fundamental investment solutions that can be practically implemented in managing client assets.

Average holding periods of stock in mutual funds is under 11 months and the SPY turns over its assets once a week (investment periods which are too short for fundamental oriented investment returns to manifest themselves).

The big takeaway for those seeking to buy into market weakness: Be wary of buying notionally cheap assets that face challenges (e.g. domestically - focused European assets like U.K. real estate and European banks), and instead focus on assets with relatively attractive valuations and positive fundamental drivers, such as quality stocks, dividend - growth stocks and investment - grade bonds.

Unlike an investment in a stock or mutual fund, there are no underlying fundamentals (cash flows, profits, tangible assets, etc.) to support the valuation.

He frequently combines fundamental, technical, and statistical analyses to identify opportunities and formulate investment strategies in the main asset classes.

If you are a Data - centric, Quant, quantamental, fundamental or long only asset management firm interested in alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the Hong Kong event.

If you are a Data - centric, Quant, quantamental, fundamental or long only asset management firm interested in alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the New York event.

Asset allocation style is fundamental to investment management.

Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures

Asset allocation: A fundamental concept in portfolio management in which an investment adviser determines the investment profile for a client, including their risk tolerance and time horizon, then uses this information to split the client's funds between appropriate classes of investments.

The big takeaway for those seeking to buy into market weakness: Be wary of buying notionally cheap assets that face challenges (e.g. domestically - focused European assets like U.K. real estate and European banks), and instead focus on assets with relatively attractive valuations and positive fundamental drivers, such as quality stocks, dividend - growth stocks and investment - grade bonds.

The GPMM series provides global diversification based on market fundamentals — a tactical asset allocation that aims to help investors maintain long - term investment discipline.

Purchasing investment assets at prices below their fundamental or intrinsic value greatly improves the probability of above average returns.

That said, risk assets are no longer cheap and sentiment is overly bullish, so investment gains will need to be driven primarily by growth in fundamentals rather than multiple expansion.

He is a portfolio manager with Investment Management Associates, where he comanages institutional and personal assets utilizing fundamental analysis.

Lorne is a Vice President and Senior Portfolio Manager with the Investment Solutions Group where he specializes in investment strategy for the group and the development and enhancement of the quantitative and fundamental tactical asset allocatioInvestment Solutions Group where he specializes in investment strategy for the group and the development and enhancement of the quantitative and fundamental tactical asset allocatioinvestment strategy for the group and the development and enhancement of the quantitative and fundamental tactical asset allocation process.

The proportion of the Allocation Fund's portfolio invested in each asset class will vary from time to time based on the Manager's assessment of relative fundamental values of securities and other investments in the class, the attractiveness of the investment opportunities within each asset class, general market and economic conditions, and expected future returns of investments.

Seeking to purchase assets beneath their intrinsic value as identified by fundamental research and detailed bottom - up investment analysis

Of course, this valuation is wildly different, for example, than the current USD 12,900 per acre valuation in Ireland (despite the collapse in Irish asset values) that I highlighted in a previous post — this valuation differential / arbitrage opportunity is the obvious fundamental support for this investment thesis.

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).

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Location, asset quality and strong market fundamentals must align with investment strategies and sound underwriting.

«The Element's ideal location, less than a half - mile from campus, combined with strong market fundamentals made this a highly sought after asset among the investment community.»