Sentences with phrase «individual investment decisions»

Valuation is also a crucial concept when making individual investment decisions.

I have mentioned various categories, and various investors that have helped mold my investment style, but each individual investment decision stands on its own merit, and each one is slightly different.

We allow our overall process to drive long - term results rather than being over-reliant on any individual investment decision.

Referring to the trustees» delegation of investment decision - making, the Judge stated that, given the complexity of investment choices in the 21st century, the law does not require trustees to personally make each individual investment decision.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

Investment decisions should be based on an individual's own goals, time horizon, and tolerance for risk.

Some of these commenters and petitioners also asserted that individual retirement investors — those most impacted by the Fiduciary Rule and PTEs — have not themselves focused on how investment products, related services, and costs may change and need more time to understand, process, and make decisions regarding their accounts and services.

Individual portfolio management teams may hold different views and may make different investment decisions for different clients.

Financial analysts provide guidance to businesses and individuals making investment decisions.

Meanwhile, our latest poll of individual investors showed that 75 % of investors are interested in sustainable investing and 79 % believe that their investment decisions can make a difference by helping lift people out of poverty2.

In their April 2008 paper entitled «Susceptibility to Interpersonal Influence in an Investment Context», A. Hoffmann and Thijs Broekhuizen investigate how interpersonal influences affect the investment decisions of individuals and which individuals are most susceptible to such iInvestment Context», A. Hoffmann and Thijs Broekhuizen investigate how interpersonal influences affect the investment decisions of individuals and which individuals are most susceptible to such iinvestment decisions of individuals and which individuals are most susceptible to such influences.

In their March 2006 paper entitled «An Intimate Portrait of the Individual Investor», Robert Durand, Rick Newby and Jay Sanghani investigate the relationships between personality and both investment decisions and portfolio performance.

Investment decisions should not be based solely on an endorsement by a promoter or other individual.

The general partner is an entity through which the fund managers make management, disposition and other decisions related to the fund's investments and business affairs, and the limited partners are passive investors, such as pension funds, foundations, insurance companies and high net worth individuals.

The field of behavioral finance has shone a spotlight on the psychological reasons why individuals fall prey to certain decision - making pitfalls, including short - term behavior that prejudices long - term investment performance.

Investment decisions should take into account the unique circumstances of the individual investor.

We'll look at every holding in your individual fixed income portfolio, and develop a comprehensive report that can help you make more informed investment decisions.

Many investors, individual as well as institutional, rely on market experts and forecasters when making investment decisions.

Information provided by Benetrends Inc. is not intended to be used as legal or accounting advice, or as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor.

«After years of first hand observation, I am convinced beyond a shadow of doubt of the counterintuitive notion that one astute individual has five times the investment decision - making capacity of a committee of five persons who, individually, are equally endowed intellectually» Frank Martin

The mutual fund, then, receives its principal, assets and stock from individuals, who invest their money with the mutual fund with the understanding that the mutual fund will make most, if not all, decisions on the investment of their money.

He over-generalizes the investment choices, though — individuals make their own decisions under 401 (k) plans how to invest, as they are not always based on age.

«Decision makers and business leaders should not underestimate the role of education throughout an individual's working life, recognising the benefits in terms of employee engagement and productivity which come from sustained investment in training.

If states offered teachers individual retirement accounts, each teacher would make her own investment decisions.

Individual investors jump in and out of investments due to emotional decisions (like panic selling) and their innate biases.

The investment team aims to be objective, patient and diligent, and makes investment decisions based on the merits of individual securities rather than trying to forecast the market.

Please consult your financial adviser or investment consultant regarding your individual financial decisions.

It is applicable for individual and professional investors alike and offers new insight into the often - overlooked aspect of our investment decisions — our self.

The best approach an individual investor should take is to not make investment decisions based on the current state of the business cycle.

Although this does not constitute a direct tax on the tax - exempt interest itself, it does increase the overall tax liability of the individual and should be taken into account in making the investment decision of whether or not to purchase the tax - exempt bond.

GOBankingRates asked financial experts about the best investments they ever made and looked at other successful individuals to see what they had to say about their smartest financial decisions.

Because of this conflict, individuals are strongly encouraged to not use this newsletter as the basis for any investment decision.

So if your investment strategy is based on picking individual securities, or on hiring professional managers to do that for you, the Fama - French research suggests that these decisions will impact a mere 5 % of your portfolio's overall performance.

Since 1934, the works of Benjamin Graham have helped to guide individual and professional investors in their quest to make good investment decisions.

Individual investors often let emotions influence their investment decisions.

Portfolio positioning is at the discretion of the individual portfolio management teams; individual portfolio management teams and different fund sub-advisers may hold different views and may make different investment decisions for different clients or portfolios.

For short term, one may / may not go for lumpsum investment and that's perfectly left to an individual choice or decision.

Colliers» real - time insights and services, like property valuation, helps clients make the right investment decisions based on their individual portfolios, and safeguard their long - term investments moving forward.

Individual Funds — These distinct funds allow you to make your own decisions regarding your investment allocation and risk tolerance.

Any investment or allocation decisions should be made with the advice of a qualified investment professional with respect to individual circumstances, preferences, risk tolerance, and after reading the relevant prospectuses.

I make the investment decisions (the missus) more or less solo; although I run everything past my husband he simply isn't much interested in investing, although has taken flyers on individual stocks occasionally.

Individual portfolio management teams may hold different views and may make different investment decisions for different clients.

An assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

This empowers these customers with easy and cost - effective access to portfolio management based on the decisions of experienced individuals and registered investment advisors (RIA) of their choice, while they enjoy the transparency of the system and its community - like experience.

An individual is unencumbered by the constraints and oversights — a board, quarterly reviews, asset - raising goals, angry clients, or other pressures — that dominate institutional investment decision making.

If you're a financially savvy individual who likes making your own investment decisions and is able to contribute to savings and investment accounts then it may be better to purchase a term life insurance policy and invest the difference.

When deciding between a robo - advisor and a traditional online brokerage account, the decision largely comes down to how actively involved you want to be in the selection of your individual investments.

Be it for individual stocks or sectors, Research Reports by HDFC securities help you analyse, understand and make an educated investment decision.

Investment decisions are supported by a robust research platform that conducts in - depth fundamental analysis of individual securities.

The output is general in nature and may not apply to your individual tax situation and is not intended to serve as the primary or sole basis for your investment or tax - planning decisions.