Sentences with phrase «global equity portfolio with»

The portfolio manager of the GARS Fund adopts a risk - based approach, which leads it to expect volatily to be lower than in a traditional global equity portfolio with similar long - term objectives.

Build a global equity portfolio with unhedged ETFs (which offer better diversification and tighter tracking error) and stick to your plan, even when it feels like it's not working.

A division of Baird, Chautauqua Capital Management specializes in managing international and global equity portfolios with an average of 20 years» experience on the investment team.

Not exact matches

Let's not forget investing and lending, where the bank's global equity portfolio «remains well diversified with over 900 different investments.»

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within theGlobal Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within theglobal and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

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 Real Estate

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Put together with the North Sea assets acquired from Shell last year in a $ US3 billion deal, Santos» portfolio would catapult Harbour — managed by private equity giant EIG Global Energy Partners — to a size roughly on a par with Woodside Petroleum or British - listed Dana Gas.

GOING DOMESTIC By Vanessa Drucker Global Finance sat down with Conrad Saldanha, portfolio manager, emerging markets equities, at asset management firm Neuberger Berman, to discuss the future prospects for global emerging maGlobal Finance sat down with Conrad Saldanha, portfolio manager, emerging markets equities, at asset management firm Neuberger Berman, to discuss the future prospects for global emerging maglobal emerging markets.

Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large - Cap Core and Growth equity strategies.

The big difference with a typical global market cap portfolio and all McClung's main candidates is their lack of large cap elements in both US and Intl equities, much more emphasis on small cap, and large and small cap value for US and Intl..

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

International Private Bank seeks seasoned Portfolio Manager with Global Equities experience

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.

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.

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.

Exposure to the US dollar reduces volatility in a portfolio because the currency has negative correlation with the global equity markets.

We seek new opportunities and manage risk by teaming experienced portfolio managers with our in - house global equity research organization.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portglobal diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portGlobal Couch Potato portfolio.

Harding Loevner manages global and non-U.S. equity portfolios following a consistent philosophy focused on long - term investment in growing companies with high - quality fundamentals.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

He was previously the president of Schroer Capital, L.P.; an equity analyst with HealthCor Management, L.P.; a managing member and portfolio manager for ITROS Capital Management, LLC; a global partner, senior vice president, and portfolio manager for INVESCO; and an analyst for Trust Company of the West.

Portfolio 21 Global Equity Fund (PORTX) «is excited to announce» that it's likely to be merge with Trillium Asset Management and that its president, John Streur, has resigned.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gGlobal Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gglobal dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

The Montgomery Global Equities Fund (Managed Fund)-- an Exchange Traded Managed Fund — provide access to a portfolio of 15 - 30 extraordinary under - valued global companies with themes unavailable on the ASX and generally unavailable through much larger global managed Global Equities Fund (Managed Fund)-- an Exchange Traded Managed Fund — provide access to a portfolio of 15 - 30 extraordinary under - valued global companies with themes unavailable on the ASX and generally unavailable through much larger global managed global companies with themes unavailable on the ASX and generally unavailable through much larger global managed global managed funds.

As a part of its restructuring, the Fund's investment objective has been changed to mandate that the Fund provide investors with stable income and long - term capital appreciation by investing in a diversified portfolio consisting primarily of global equity and fixed - income securities.

Simon Webber is a Lead Portfolio Manager on the Global and International Equity Team, with primary responsibility for international equity stratEquity Team, with primary responsibility for international equity stratequity strategies.

Mawer Global Equity is another good choice with more or less similar characteristics in terms of low cost, low portfolio turnover and European exposure.

BMO Concentrated Global Equity Fund — a portfolio of global high - quality equity securities, investing with high concentration for long - term capital apprecGlobal Equity Fund — a portfolio of global high - quality equity securities, investing with high concentration for long - term capital apprecEquity Fund — a portfolio of global high - quality equity securities, investing with high concentration for long - term capital apprecglobal high - quality equity securities, investing with high concentration for long - term capital apprecequity securities, investing with high concentration for long - term capital appreciation

They observe that replacing a beta - one equity portfolio with a low - volatility portfolio reduces risk without decreasing the overall equity allocation: All the low - volatility portfolios» market betas are significantly below unity (about 0.7 for the US strategies and lower for the global developed and emerging markets).

Your goal with investing is to include assets that are not correlated such as local real estate versus a global equities portfolio.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

«A company with a high yield does not translate to a good company, nor a safe investment,» says Craig Jerusalim, portfolio manager of Canadian equities at CIBC Global Asset Management.

Adam G. Fraser, CFA, is an analyst in Global Multi-Asset Strategies and works closely with Mark Lynch on the Opportunistic Equity portfolio.

«We see value in industry - leading companies with diversified revenue streams and well - established pricing power,» said Lisa Myers, CFA ®, the fund's lead equity portfolio manager and executive vice president of the Templeton Global Equity equity portfolio manager and executive vice president of the Templeton Global Equity Equity Group.

And a global portfolio with equal amounts of Canadian, U.S. and international equities was even less volatile.

Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003.

The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).

With TD Low Volatility Funds, you can potentially benefit from a reduced level of volatility in your overall portfolio, a more predictable return outcome when compared to traditional equity mutual funds, and with the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment goWith TD Low Volatility Funds, you can potentially benefit from a reduced level of volatility in your overall portfolio, a more predictable return outcome when compared to traditional equity mutual funds, and with the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment gowith the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment goals.

RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital gGlobal Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital gglobal portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gGlobal Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gglobal equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

The firm's global investment management practice intersects with our securities enforcement and white collar practices in a client portfolio that includes more than 780 venture capital, private equity; hedge and mutual funds; banks and trust companies; insurance companies; pension consultants; accounting firms; trade associations; transfer agents; and other businesses in the investment management sector.

PROFILE Strategic Leadership, Risk Management, Deal Collaboration, Finance & Banking, Quality Assurance, Project & Portfolio Management, Corporate Governance, Stakeholder Relations, Board Representation, Global Operations International investment banker with expertise in assessing, structuring and executing lending facilities, private equity / restructured operations in developed and emerging markets.

• Fundamental Sell - Side Analyst with capital markets experience, a developed global view and industry vision • Worked as a published Sell - Side Equity Research Analyst covering Latin America equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, Equity Research Analyst covering Latin America equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, cap...

Family office investment portfolios rallied impressively in 2016 at an average return of 7 %, driven by returns from equities, up from the average of 0.3 % in 2015, according to latest Global Family Office Report 2017 by Campden Wealth in partnership with UBS.