Sentences with phrase «included investment research»

His responsibilities included investment research and analysis as well as product positioning and messaging across multiple investment strategies.

His responsibilities include investment research and managing of both International and US Active and Enhanced Strategies.

All of our resources — including investment research, online account access, easy - to - understand statements, sophisticated software and detailed reports — are developed with you in mind.

Tailored for individual investors - All of our resources — including investment research, online account access, easy - to - understand statements, sophisticated software and detailed reports — are developed with you in mind.

Not exact matches

Now, here's a happy story: A combination of better screening, investments in drug research, and better lifestyle choices (including declines in cigarette smoking) may have helped lead to a downtick in the rate of cancer drug deaths.

Investors include Baillie Gifford, Fidelity Management & Research Company ARCHINA Capital, General Electric, JSR Corporation, Sequoia Capital, Silver Lake Kraftwerk, and Reinet Investments.

«The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of «Buy» rated US - listed stocks (including ADRs), covered by BofA Merrill Lynch fundamental equity research analysts,» said the list's contributors in the note.

There are also IP research firms that run investment portfolios based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Investors include ARCH Venture Partners, Flagship Pioneering, Fidelity Management and Research Company, the Alaska Permanent Fund, Alexandria Venture Investments, Qatar Investment Authority, Boxer Capital of the Tavistock Group, Sirona Capital, EcoR1 Capital and Casdin Capital.

In actively managed funds, professional stock pickers use sophisticated research and human judgment to choose which investments to include in the fund.

Those include investment income, gifts, research grants and, for public universities, state support.

' cents Investment credits: The stimulus will extend generous bonus depreciation terms included in the 2008 stimulus through 2010, and extends accelerated alternative minimum tax or research credits instead of taking bonus depreciation.

Wang Yiming, deputy head of the Development Research Centre of China's State Council, said at the forum that although many belt and road projects were funded by major financial institutions — including the Asian Infrastructure Investment Bank, New Development Bank, China Development Bank (CDB), the Export - Import Bank of China and the Silk Road Fund — there was still a huge funding gap of up to US$ 500 billion a year.

Thanks to pockets of investment for things like a new $ 1.2 billion medical center that will spearhead bio-tech research, and a staggering $ 70 billion in federal aid that has gone to rebuilding infrastructure — including a $ 15 billion state of the art levee system — Landrieu says, the city has created 9,100 new jobs since his administration took over in 2010.

«The site has grown from one building to a fully integrated research, development, prototyping and educational complex spanning 1.3 million square feet and boasting more than $ 20 billion in high - tech investments and over 300 corporate partners on site,» including IBM, Intel, GlobalFoundries, Samsung, TSMC, Toshiba, Applied Materials, Tokyo Electron, ASML and Lam Rresearch, development, prototyping and educational complex spanning 1.3 million square feet and boasting more than $ 20 billion in high - tech investments and over 300 corporate partners on site,» including IBM, Intel, GlobalFoundries, Samsung, TSMC, Toshiba, Applied Materials, Tokyo Electron, ASML and Lam ResearchResearch.

These included the Working Income Tax Benefit, the Refundable Medical Expense Supplement, the Canadian Film or Video Production Tax Credit, the Canadian Film or Video Production Services Tax Credit, the Scientific Research and Experimental Development Tax Credit for Canadian - Controlled Private Corporations and the refundable portion of the Atlantic Investment Tax Credit.

Maxwell Gold is director of investment strategy and research at ETF Securities, an issuer focused on commodity and currency exchange - traded funds, including the ETFS Bloomberg All Commodity Strategy K - 1 Free ETF (BCI).

The materials prepared or distributed by Franklin Templeton Investments family of companies (collectively «Franklin Templeton») may include data, commentary, quotes, research, analysis, tools, news and other information provided by companies that are not affiliated with Franklin Templeton («Third Party Content»).

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Research professionals include research analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity InveResearch professionals include research analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity Inveresearch analysts and associates as of 03/31/2015 and reflect the combined resources of Pyramis and Fidelity Investments.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

Some of the risks associated with investment in the health care sector include competition on branded products, sales erosion due to cheaper alternatives, research & development risk, government regulations and government approval of products anticipated to enter the market.

Putting Nelson Petz on DuPont's board struck many of them as a low - cost means, with little downside risk, of keeping DuPont «in play» and signaling the shareholders» desire for more spinoffs and less investment in long - term capital projects, including research and development.

The depth of our research provides us with comprehensive insights into the many factors that affect the value of an investment, which may include ESG issues.

We think advisors and investors focused on prudent investment decisions should include analysis of fund holdings in their research process for ETFs and mutual funds.

Consistent with their status as independent investment platforms, each investment manager determines the extent to which various research inputs are included and weighted in their investment decisions.

Instead, they offer piece meal «nickel and dime» strategies including cutting small business taxes (not helpful)-RRB-, providing renovation tax credits in the future (definitely not helpful), extending accelerated depreciation on business investment (hasn't helped so far), and new incentives for research and innovation (very expensive incentives already exist).

This can be the case at large family offices or other organizations where staff must juggle a wide variety of duties, including researching investments, traveling to company meetings, responding to capital calls, and performing due diligence on prospective new managers.

Investment professionals include portfolio managers, portfolio managers / analysts, research analysts and traders of Franklin, Templeton, Franklin Mutual Series and subsidiary investment managemeInvestment professionals include portfolio managers, portfolio managers / analysts, research analysts and traders of Franklin, Templeton, Franklin Mutual Series and subsidiary investment managemeinvestment management groups.

Paul Bloom, who was an executive at IBM for 16 years, including chief technology officer for telecom research before leaving in 2013, is among the optimists who argue that venture capital and other alternative channels of R&D investment will take up some of the slack, supporting innovation and economic growth.

Our members, representing more than $ 3 trillion in assets under management or advisement include investment management and advisory firms, mutual fund companies, research firms, financial planners and advisors, broker - dealers, banks, credit unions, community development organizations, non-profit associations, and asset owners.

Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

Access to real - time stock quotes, in - depth research and market analysis, streaming charts, and informational services including a profit and loss calculator and a probability calculator also help you find the information you need to make smart investment choices.

A team of investment researchers including Dr. Michael Finke, Dr. David Blanchett, head of retirement research at Morningstar, Dr. Wade Pfau, professor of retirement income at The American College of Financial Services, and dozens more, created the Wealth Management Certified Professional designation, or WMCP ™.

Successful applicants will have a background in Asia - related research in a variety of fields, including (but not limited to) social sciences, humanities, business, education, statistics, and natural sciences, and will be based on excellence and fit with the Foundation's research priorities (energy and the environment; trade and investment; education; and sub-national relations with Asia.)

The underwriters and their respective affiliates are full service financial institutions engaged in various activities, which may include sales and trading, commercial and investment banking, advisory, investment management, investment research, principal investment, hedging, market making, brokerage and other financial and non-financial activities and services.

Research done at the Bank of Canada and elsewhere, including conversations with business leaders, suggests that the main cause of weak investment is the high level of uncertainty that companies are facing, particularly about future demand prospects.

Conduct research before making investments, including in ICOs.

Since joining Fidelity in 2006, Mr. Enyeart's roles have included head of quantitative research, managing director and chief investment officer, in London and Boston.

George's prior experiences include equities research and investment banking roles at both Citi and Greenhill & Co..

Previous investors were led by Grand Challenges Canada, funded by the Government of Canada, which provided $ 1 million through a Transition to Scale investment and helped catalyze matching investments from a wide range of sources including Maple Leaf Angels, MaRS Innovation, the University of Toronto's Connaught Seed Fund, the Government of Canada through the National Research Council of Canada Industrial Research Assistance Program (NRC - IRAP) and the Scientific Research and Experimental Development Tax Incentive Program (SR&ED), and the Government of Ontario through investment by Ontario Centres of Excellence and support by MaRS Discovery District and ventureLAB / Genesis.

Blum has more than 20 years» experience in investments and research, including working with individual clients as a trust portfolio manager and as a bank examiner with the Federal Deposit Insurance Corporation.

His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions.

When researching an IRA provider's investment options, make sure to check out its fees — including any trading fees it charges and the investment fees.

Do you provide investment research reports which include NOPLAT, ROIC, FCF, etc..

The discussion of the Fund's investments and investment strategy (including current investment themes, the portfolio managers» research and investment process, and portfolio characteristics) represents the Fund's investments and the views of the portfolio managers and Harris Associates L.P., the Fund's investment adviser, at the time of this letter, and are subject to change without notice.

A Wall Street veteran with 20 years of experience in various leadership and management positions at Lehman Brothers / Barclays Capital, including Global Head of Equity Research, Global Head of Real Estate Investment Banking and COO of Global Investment Banking.

Scott Thoma began his career with Edward Jones in May 2000 and is responsible for the Strategy team in Research, which includes Investment Strategy and Client Needs Research.

Current projects in development include an algorithmic trading bot and a digital asset investment research group.