Sentences with phrase «including financial portfolio»

In the May 2005 update of their paper entitled «Optimism and Economic Choice», Manju Puri and David Robinson use data from the Survey of Consumer Finances (conducted every three years since 1989) to investigate the economic decisions of optimists, including financial portfolio construction.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

D - Wave, Martin adds, is talking to some 60 potential customers and partners, including financial service companies that are hunting for a faster way to evaluate complex portfolios.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

Fidelity's news comes as advisors grapple with how to harness diverse technologies, including those for financial planning, portfolio analysis and client relationship management, InvestmentNews points out.

Jack Hartings, chairman of the ICBA, asked the Alabama Republican about possible changes to the Consumer Financial Protection Bureau's «qualified mortgage» rule, including a proposal that would allow more loans held in portfolio to be considered QM, along with relief from some escrow requirements and balloon mortgage restrictions.

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.

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document management.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

The payout level considered a balanced view of performance, including financial results lower than planned, but strong growth in strategic imperatives revenue, leading to a faster remix towards the business portfolio of the future while also progressing the core portfolio of systems and services.

Previous roles have included: Vice President and fixed income Portfolio Manager with The Haverford Trust Company; Managing Director with Evergreen Investments» Customized Fixed Income group; liquidity products trading at JPMorgan and a member of the bank's «financial management education» program.

Even extending this portfolio back a decade, which includes the financial crisis, it would have yielded an investor a 7.7 % annual return.

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.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

Prior to joining E-L Financial Corporation Limited, Mr. Jackman held a variety of positions including portfolio manager at Cassels Blaikie and investment analyst at RBC Dominion Securities Inc..

The chairman, CEO and founder of Fisher Investments, managing $ 65 billion in client assets, has been Forbes» «Portfolio Strategy» columnist for more than 30 years and is the author of 10 financial books, including four New York Times bestsellers.

A graduate of Thunderbird, Tom's accomplishments include managing a diverse portfolio of investments through the financial crisis, making investments in several global payments companies that led to acquisitions, and building new business units in Mexico City, São Paulo, and Rio de Janeiro.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

Diversifying your portfolio to include a mix of stocks and mutual funds means you're going out a little further on the limb but you also have a better chance of seeing significant financial growth.

The Micro Focus Common Object Request Broker Architecture (CORBA) portfolio — including Orbacus, Orbix, VisiBroker, OpenFusion, and Artix — is the beating heart of telecommunications, financial services, manufacturing, and government organizations all over the world.

His responsibilities are primarily research oriented, including reviewing research reports and company financials; interviewing and visiting company management; investigating competitors and the general industry; and making portfolio recommendations.

Many financial advisers who favor low - cost, broadly diversified and tax - efficient portfolios for wealthy clients are switching from no - load index mutual funds to exchange - traded funds, or at least including ETFs in the portfolios.

Ken oversees the company's asset portfolio and leads the day - to - day operations including financial and operating analysis, investor relations and business development.

These single - premium fixed products have been around decades, but they only had ho - hum sales — that is, until a rising number of advisors, financial media and older consumers began to see value of including income annuities in retirement portfolios.

With respect to wealth management, APEX applies an integrated approach that includes financial planning, investment portfolio management, and financial services tailored to clients.

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

With investments in more than 200 companies across 15 countries, Tavistock Group's investment portfolio includes: life sciences, sports teams and sporting events, manufacturing and distribution, oil, gas and energy, financial services, restaurants, commercial properties, private luxury residential properties, resort properties and master - planned real estate developments.

Using green bonds and modified insurance portfolios If the top financial layer includes big institutional investors and banks, then a second tier of untapped finance lies with insurance companies extending policies to the most vulnerable populations in the developing world.

The Audi Pure Protection Program includes a portfolio of coverage options in conjunction with or above the manufacturer's limited warranty for your Audi vehicle: Certified pre-owned Service Contract Plan Term Care Select Service Guaranteed Asset Protection (GAP) Plan Lease Excess Wear Protection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi Prestige Insurance

At the core, Sunrise Capital is a team of highly accomplished financial professionals with a range of skills and qualifications which enable us to advise confidently and competently on most aspects of portfolio management and associated financial planning issues including specialist areas.

Checking up on your long - term financial planning should include reviewing your current expenses, evaluating any debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement portfolio will help you achieve your goals.

To provide a personalized recommendation, your advisor needs your complete financial picture, including a comparison of your portfolio mix to your risk tolerance, goals and time horizon.

Wealthfront, one of the largest and fastest - growing online financial advisors, offers a range of benefits and resources, including tax loss harvesting, automatic portfolio rebalancing and a single stock diversification program.

The company sells aircraft from its operating lease portfolio to third parties, including other leasing companies, financial services companies and airlines.

However, most financial planners recommend having a diversified portfolio, including components such as bonds and foreign markets.

It uses data from the Health and Retirement Study to examine the differences in various components of aggregate wealth (including nonhousing equity, housing equity, financial assets, and risky assets) and to inspect differences in portfolio choices by race and ethnicity.

Consider these risks before investing: The value of stocks in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions and factors related to a specific issuer, industry or sector.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.

A fee - based couch potato portfolio may have an all - in annual cost of roughly 1.3 % but that would include investment advice, financial planning, product acquisition and execution.

Topics include how to build and manage your investment portfolio; reading and understanding financial data; how to analyze and select stocks, bonds, mutual funds and exchange - traded funds (ETFs); setting up financial and retirement plans; managing your portfolio while retired; the top investment websites.

Financial experts agree that your portfolio should be balanced and include a variety of products.

He has spent more than 20 years in the financial services industry and his background includes experience in investment management, portfolio analytics and asset / liability management at both BMO Financial Group and Strong Capital Mafinancial services industry and his background includes experience in investment management, portfolio analytics and asset / liability management at both BMO Financial Group and Strong Capital MaFinancial Group and Strong Capital Management.

A final point: Meridian co-owns their Visa portfolio, which is a small base having let CUETS Financial (i.e., TDCT) rebrand their MasterCard accounts from «Meridian» to «CUETS Financial»), with Collabria Financial so Collabria is worth investigating separately for similar credit cards, including business ones.

While some financial companies might offer automated investing that involves little - to - no human monitoring, a more comprehensive approach includes both a team of specialists and computer algorithms to continually analyze and rebalance your portfolio.

There's no oil and gas in this portfolio — financials are the largest holdings at around 30 % of the portfolio, including insurers Prudential and Legal & General.

At the Buffalo Funds, Bob works with equity portfolios, and his focus areas include leisure, financial services, and retail.

The high delinquency rates led to a rapid devaluation of financial instruments (mortgage - backed securities including bundled loan portfolios, derivatives and credit default swaps).

Ken oversees the company's asset portfolio and leads the day - to - day operations including financial and operating analysis, investor relations and business development.