Sentences with phrase «in meeting its investment objective»

There can be no assurance that the Fund will be successful in meeting its investment objective.

If Horizons HGU is successful in meeting its investment objective, its net asset value should gain approximately twice as much, on a percentage basis, as the Solactive Canadian Gold Miners Index when the Solactive Canadian Gold Miners Index rises on a given day.

«If the 2X Bear Fund is successful in meeting its investment objective, its value on a given day should gain approximately two times as much on a percentage basis as the level of the target benchmark when the target benchmark declines.

Not exact matches

Where active managers will buy and sell securities in order to meet an investment objective, smart beta ETFs passively observe rules that tie them to an industry (or custom) benchmark.

While we are not launching spacecraft (thankfully), our clients put their trust in us to help them meet their important objectives and desired investment outcomes.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.

He is responsible for development and execution of the group's investment manager research, selection, monitoring, and due diligence practices used in programs that help institutional investors meet their objectives.

If I can meet my primary investment objective by simply investing in US based stocks with ample diversification, than that's good enough for me.

In this role, he is responsible for developing the group's overall investment strategy and implementing programs that help institutional investors meet their objectives.

You should only ladder when you have a specific purpose in mind, like providing a consistent stream of income or have particular investment objectives you're trying to meet, like tuition payments for a child's education.

Chief lobbyist Pascal Kerneis told a meeting on EU investment policy in 2011: «Industry will oppose any deal in which investment protection is traded off against public policy objectives, including human and labour rights.»

In her address, Mrs Maryam Uwais, Special Advisor to the President on Social Investments, said that objective of the meeting was to showcase the current NHGSFP; its concept, process and challenges to generate the highest level of political commitment.

In terms of balancing this objective with prudent fiscal planning, however, a tax reduction plan half this size would have still been the largest state tax reduction in history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needIn terms of balancing this objective with prudent fiscal planning, however, a tax reduction plan half this size would have still been the largest state tax reduction in history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needin history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needs.

Improving your outside space can be a significant investment so you want to be sure the company you choose knows what it's doing, has the experience and expertise to provide a solution that meets your objectives and budget, knows schools inside out and will be in business way beyond the completion of your project.

Local Authorities and Further Education Institutions have proposed # 2.3 billion of projects, which meet the investment objectives of Band B of the Programme including: addressing growth in demand for Welsh medium education; reductions of surplus capacity and inefficiency in the system; expansion of schools and colleges in areas of increased demand for educational services; and making assets available for community use where demand exists.

Investments in each fund are chosen according to a specific objective, making it easier to identify a fund or a group of funds that meet your needs.

As mentioned previously, these managers will trade the securities in the fund to meet a specific objective, and they are paid and trained to make unbiased investment decisions based upon an established trading plan or strategy that is designed to meet that objective.

There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives.

Develop a clear, narrowly defined objective, keeping in mind the types of stocks that will meet your investment objective and philosophy.

Also known as an open - end investment company, open - end mutual funds invest the pooled cash of many investors in order to meet the fund's stated investment objective.

Mr. Bernstein also pointed out that in the world of double - digit returns, beating the market was nice, but not mandatory to meet investment objectives.

However, investing in stocks that meet your specific investment objective is also a sound fundamental practice.

If you hire an advisor, you should meet with the advisor at least annually to measure your portfolio's performance against appropriate benchmarks, and discuss any changes in your investment objectives.

The Horizons ETFs» product suite includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions.

In a bond swap, you sell one fixed - income holding for another in order to take advantage of current market and / or tax conditions and better meet your current investment objectives or adjust to a change in your investment statuIn a bond swap, you sell one fixed - income holding for another in order to take advantage of current market and / or tax conditions and better meet your current investment objectives or adjust to a change in your investment statuin order to take advantage of current market and / or tax conditions and better meet your current investment objectives or adjust to a change in your investment statuin your investment status.

The fund may invest in some mid-cap funds which meet its investment objective which is: «The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.»

If I can meet my primary investment objective by simply investing in US based stocks with ample diversification, than that's good enough for me.

Our philosophy is to provide personalized investment management to meet long - term goals in a style that considers all client objectives and expectations.

In this role, he is responsible for the design and management of multi-asset class strategies geared towards meeting the investment objectives of a broad and diverse client base.

Overtime, the investment will be restructured to suit the fund's investment's objective especially in meeting a set retirement date of the individuals involved.

Investors can take advantage of exchanges to meet other objectives including: A) Leverage: exchanging from a high equity position or «free and clear» property into a much larger property with some financing in order to increase their return on investment.

Index - Related Risks In order to meet its investment objective, each iShares ® fund will seek to achieve a return which reflects the return of its benchmark index as published by the relevant index provider.

These restrictions may negatively impact the value or liquidity of the fund's investments, and could impair the fund's ability to meet its investment objective or invest in accordance with its investment strategy.

Screening Process: Each Fund is a «fund of funds» that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed income and equity funds that meets the Fund's investment criteria, including financial, sustainability and social responsibility factors.

The principal purpose of investing in ETFs is not to meet the sustainable and socially responsible investment criteria, but rather to help the Fund meet its investment objective by obtaining market exposure to its target asset allocation.

These restrictions may negatively impact the value or liquidity of a fund's investments, and could impair a fund's ability to meet its investment objective or invest in accordance with its investment strategy.

The concept is flexible enough to be able to be adapted message-wise for all stakeholders and thereby able to speak to multiple audiences in an array of countries to meet business, investment, and academic objectives.

Over the past few weeks, the Canadian Wind Energy Association (CanWEA) and the Canadian Solar Industries Association (CanSIA) have been working hard and collaboratively in Alberta to get folks talking about the actions required to enable the Alberta Government to successfully meet its objective to increase renewable energy investment and development in response to the need to respond to climate change.

Since the information that PCIC seeks to deliver to its users is generally not directly available «off the shelf», it is necessary to make strategic investments in applied climate research and development in order to meet the service objectives.

With short term investment plans, one can expect optimum returns to meet their financial objectives, but not massive results as in the case of long - term investments.

Lumpsum investment solutions are short to medium term investment plans in which you make a single premium payment at the beginning of the plan to meet a specific future objective.

Scott Michaels and Company, Princeton • NJ 4/2009 — 10/2009 Portfolio Manager Provided customized and professional investment advice to individuals, public and private companies to assist in recognizing financial opportunities that meets their investment objectives.

Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Resist the temptation to invest in any asset - real estate included - that doesn't meet the core objectives you and your planner have defined for your financial plan or overall investment portfolio.

In order to meet these objectives, hired firms are setting aggressive investment targets, which can potentially fund these accounts at a quicker pace, or may cause a steep fall - off, depending on stock market activity.

The absence of this pressure in the private markets suggests managers of NTRs are typically more readily able to focus long term on real estate investment and meeting investors» long - term investment objectives rather than managing quarterly earnings expectations.

Investments in private offerings are generally illiquid in nature, do not offer guarantees of income or that objectives will be met, may be considered speculative in nature and could lose some or all of their value and principal investment.

In every assignment, ORION designs and delivers a scope of services designed to meet each client's unique investment objectives.