Sentences with phrase «institutional equity strategy»
«The Fed front - loaded 20 years of stock gains into the past decade, that's bad for passive but good for active,» wrote Barry Bannister, head of institutional equity strategy at Stifel.
https://www.thewealthadvisor.com/ Not exact matches
Robert Bruggeman, the principal consultant for Alpha, has over twenty years» experience in equity research, proprietary trading, institutional equity sales, and corporate strategy.
Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure
Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.
As equities have ground ever higher over the past year, very large short - volatility positions have been building in the markets — largely in volatility - targeting strategies employed by institutional investors and leveraged exchange - traded products geared toward individuals.
Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.
Experienced, Talented Investment Team: The team possess [es] decades of experience investing in long short equity strategies for institutional investors.
He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Strategy.
Over the years, Kevin has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and Equity portfolios that are complemented with a yield enhancing covered call strategy.
Canadian institutional investors are increasingly using exchange - traded funds (ETFs) for strategic asset allocations, and are leading the world in the innovative application of ETFs to realize their investment strategies - even beyond equities - according to the Greenwich Associates 2015 Canadian Exchange - Traded Funds study.
Behavioral Finance, Institutional Investor Decision Making; Equity Investments, Performance Measurement and Evaluation, Specific Investor Issues, Institutional Investors, Portfolio Management: Equity Portfolio Management Strategies
The team manages US$ 22.8 billion * in a range of Asia Pacific equity strategies on behalf of institutional and wholesale clients globally, with offices in Hong Kong, Singapore and Edinburgh.
Global economics Current events & geopolitics Central banking Financial stability Governance & regulations Investment strategy Asset allocation Risk factors Political risk Risk management Fixed income Equities Credit - related Institutional real estate Alternative investments Private equity Risk parity Smart beta Infrastructure Hedge funds Commodities Opportunistic / Special and More
The Eastern Shore Small Cap Equity strategy is also available to institutional investors in separately managed accounts.
This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.
The strategy brings an institutional approach to investing, available in an ETF format, with broad equity benchmarks at its core and an option overlay for additional yield.»
Based in Hong Kong, Rayliant Global Advisors is an investment management firm focused on smart beta strategies tailored to the Asian markets as well as Chinese equity strategies targeted at foreign institutional investors.
2015 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «A Study of Low - Volatility Portfolio Construction Methods» in the Journal of Portfolio Management 2013 Bernstein Fabozzi / Jacobs Levy Outstanding Article Award for «The Surprising Alpha from Malkiel's Monkey and Upside - Down Strategies» in the Journal of Portfolio Management 2013 William F. Sharpe Award - ETF / Indexing Paper of the Year for «A Framework for Examining Asset Allocation Alpha» in the Journal of Index Investing 2011 CFA Institute Graham and Dodd Scroll Award for «A Survey of Alternative Equity Index Strategies» 2011 Financial Analyst Journal Readers» Choice Award for «A Survey of Alternative Equity Index Strategies» 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award - Best Index Research for «Fundamental Indexation»
Innovative strategy helps institutional investors manage equity market risk with potential for improving funding volatility
«This survey was conducted immediately prior to a 10 % drop in equities prices and a spike in market volatility, so it's prescient that many institutional allocators were already planning significant allocations to alternative investment strategies, which offer investors the potential for downside protection as well as asymmetric returns that are uncorrelated to traditional market risks,» Ron Biscardi, Context's co-founder and chief executive, said in a statement.
Institutional investors should also annually disclose to the public how the main elements of their equity investment strategy are consistent with the profile and duration of their liabilities.
Senior Quantitative Analyst with 20 + years experience in Equity Strategy in Emerging Markets implementing mathematical and statistical models to value stocks, developing stock picking frameworks, producing research reports and servicing institutional clients.
Pearlmark is a principal - oriented, private equity real estate investment firm that pursues domestic, value - added investment strategies through a series of institutional equity fund vehicles.
The event bring together the best minds in the emerging markets arena — leading institutional & private equity investors, hedge funds, portfolio & asset managers, economists & policymakers — to weigh in on these issues and present best practice strategies.