Sentences with phrase «general investment portfolio»

The remainder is invested in the company's general investment portfolio, with the potential to build cash value.

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

The remainder is invested in the company's general investment portfolio, with the potential to build cash value.

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

Not exact matches

And, finally, in terms of general investment themes, they should consider including portfolio positioning that favors an important element of endogenous resilience, be it because of companies» strong balance sheets, large cash balances, strong pricing power, or notable segment dominance.

The array of portfolio companies and investments that made him rich may appear random — he's bet on companies including Coca - Cola, American Express, Geico, Fruit of the Loom, Dairy Queen, and General Motors — but they're all cash - generating machines that offer long - term value.

Mr. Bright joined the Firm in 2007 with primary responsibility in the investment management function, including sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments.

Clients also have more fund managers to choose from in general, and so can be more discerning about qualities they like in a manager, said Mary Jane McQuillen, a portfolio manager for Legg Mason Inc's ClearBridge Investments unit.

Prime (General Purpose) Money Market Retail Prime4 Fidelity ® Investments Money Market - Money Market Portfolio - Class I (FMPXX) Fidelity ® Investments Money Market - Money Market Portfolio - Institutional Class (FNSXX) Fidelity ® Money Market Fund (SPRXX) Fidelity ® Money Market Fund - Premium Class (FZDXX)

In general, we employ professionals that enhance our core competencies — conducting research in security selection and market analysis, managing portfolio investments, and communicating with shareholders.

QUESTION: Can you relate some of your career background in portfolio management and a general description of your investment approach?

While this may be true initially for projects funded by the general public or unsophisticated retail investors, the average investment and risk in these securities will be small (i.e. max $ 2,500) enough to seriously negatively impact investor well - being, and investors will become more savvy at managing their personal portfolios and investment selections over time.

Mr. Callender oversees a portfolio that encompasses over $ 27 billion in Federal credit assistance to intermodal, highway, transit and rail projects totaling more than $ 92 billion of infrastructure investment in the U.S. Prior to his current position, he held positions in DOT's Office of Budget and Programs where he was responsible for oversight of the Maritime Administration budget, in DOT's Inspector General's Office and the Budget Office of the District of Columbia's Metropolitan Police Department.

Adherence to the desired overall portfolio characteristics The investment team determines the desired general characteristics for the portfolio.

As a general rule of thumb, you might decide to invest 10 % of your total investment portfolio in real estate.

Basic Types of Portfolios In general, aggressive investment strategies - those that shoot for the highest possible return - are most appropriate for investors who, for the sake of this potential high return, have a high risk tolerance (can stomach wide fluctuations in value) and a longer time horizon.

Dividends are a popular way to build an investment portfolio and dividend investing in general is growing in popularity.

Prime (General Purpose) Money Market Retail Prime4 Fidelity ® Investments Money Market - Money Market Portfolio - Class I (FMPXX) Fidelity ® Investments Money Market - Money Market Portfolio - Institutional Class (FNSXX) Fidelity ® Money Market Fund (SPRXX) Fidelity ® Money Market Fund - Premium Class (FZDXX)

The investment manager expects to hold an unhedged, fully - invested position in common stocks in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

In general, EMH operates on the assumption that financial results for all corporations other than investment companies are to be measured strictly by Going Concern standards; while portfolio results for an investor in those corporations» securities are to be measured strictly by Resource Conversion standards.

Phil oversees Canadian Property Investments for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate iInvestments for the General Account of the Sun Life Financial Group of Companies, with responsibility for its large portfolio of Canadian commercial mortgages and real estate investmentsinvestments.

Let me demonstrate the point about value creation being independent of general market levels by reviewing various investments that currently make up, or have in the recent past been, a significant part of the Third Avenue Value Fund portfolio.

In general, your portfolio should tend towards equity investments in the early years and then gravitate more towards fixed income investments as you near retirement.

The investment manager expects to intentionally «leverage» or increase the stock market exposure of the Fund in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

When market conditions are unfavorable in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may use swaps, index options and index futures, or effect short sales of exchange traded funds («ETFs»), to reduce the exposure of the Fund's stock portfolio to the impact of general market fluctuations or to market fluctuations within a specific country or geographic region.

Randall is also Managing Director and Portfolio Manager, Canadian Public Fixed Income for Sun Life Assurance Company of Canada, responsible for managing portfolios of Canadian fixed income investments for the company's General Account.

As the various studies we have discussed recently demonstrate — Roger Ibbotson's Decile Portfolios of the New York Stock Exchange, 1967 — 1984 (1986), Werner F.M. DeBondt and Richard H. Thaler's Further Evidence on Investor Overreaction and Stock Market Seasonality (1987), Josef Lakonishok, Andrei Shleifer, and Robert Vishny Contrarian Investment, Extrapolation and Risk (1994) and The Brandes Institute's Value vs Glamour: A Global Phenomenon (2008)-- low price - to - book value stocks outperform higher priced stocks and the market in general.

The Cerulli research discusses management of insurance investment portfolios in the United States, as well as insurance companies» «increasing interest in outsourcing investment functions supporting their general accounts.»

Do I consider financial shares like AVIVA, Legal & General or HSBC as perfect investments to build the backbone of a conservative portfolio of a dividend growth investor?

As Brad Zimmerman writes on the Nasdaq.com website, «the general rule of thumb with alternative investing, according to Investopedia, is no more than 10 percent of your portfolio should go towards these investments.»

An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager.

First, insurance policies have some tax - sheltering advantages (important with larger investment portfolios) and secondly you can diversify both by participating in the general returns of some insurance company portfolios, as well as taking advantage of insurance pricing considerations.

In the market correction in 2016, our own Private Investment Portfolios did not drop as far as the market in general.

Other hybrids hire so - called investment adviser representatives, who have passed tests, such as the Series 65 or Series 66, that show a command of general investing topics, portfolio strategies, taxes and regulations.

But this collection of articles about investment opportunities and retirement accounts is a good place to start for general information on what might work best for your financial situation and investment portfolio.

While the headlines and general buzz might focus on the intraday trading feature of ETFs, decisions related to product use still begin with investment exposure, asset allocation, and portfolio construction.

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.

In general, it's always best to have a portfolio strategy when it comes to investment products.

An investment in the portfolio should be made with an understanding of the risks associated with an investment in common stocks including the risk that the financial condition of the issuers of the securities or the general condition of the stock market may worsen.

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

In general, the portfolios for younger Beneficiaries are more heavily weighted in stock funds to maximize returns and capitalize on the longer investment time frame.

This graph shows the general relationship between stocks and bonds in the period 1971 to 2015 in an investment portfolio using the calculator available at «Portfolio Visualizeportfolio using the calculator available at «Portfolio VisualizePortfolio Visualizer».

The Adviser has overall supervisory responsibilities for the general management and investment of each Fund's securities portfolio, as detailed below, which are subject to review and approval by the Board of Trustees.

In addition, ETFs have certain inherent risks generally associated with investments in a portfolio of securities, in which the ETF is invested, including the risk that the general level of stock prices may decline, thereby adversely affecting the value of each unit of the ETF.

See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.

As my salary grew, so did my investment portfolio, which today consists of 65 dividend - paying stocks worth $ 250,000, including shares in Altrica, General - Electric, PepsiCo, Apple, Walmart, several REITs and a few gold - mining stocks.

Personal Capital is also great about tracking your investment portfolio in general.

Mr. Hardin began his 38 - year investment career at American General Insurance Co. in Houston, where he served as a private placement portfolio manager and credit analyst.

But the general point here is not to try and be specific about whether or not Disney was better than Buffett's portfolio, it's just to keep an open mind about the tactics of buying, selling, compounders, cheap stocks, etc... obviously Disney was a home run investment during that time, and it's not to say that one should not look for compounders.

These types of investments can help you shore up your portfolio, giving you venerable investments that have general stood the test of time.