Sentences with phrase «investment goals of an investor»

Not exact matches

The revolution in low - cost index funds and ETFs has been great for investors, but overreliance on cheap investments runs the risk of leaving people short of retirement goals.

Outside Quebec, he became the face of this niche of the investment industry and the promoter of its goal to do good by both society and investors.

With presentations from five private companies and five public companies in the technology sector, this event attracts Canadian and U.S. investors with the goal of raising institutional and VC investment dollars, and enhancing the capital ecosystem for technology companies in Canada.

«There's a greater urgency among women investors to use their growing financial clout in support of other women and to invest in the future they want — rejecting outdated views about sacrificing the potential for investment returns or forgoing their own goals in order to do so,» Krawcheck said in a statement.

The one element binding this diverse group of investors together is that they receive some type of equity or stock vehicle when they put money into a growth company; each group then has its own set of goals in regard to how much of an investment return its members hope to earn on that stock and how quickly they hope to earn it (usually when they cash out during an initial public offering or in a merger or acquisition deal).

It's the routing piece that is the most important; Uber investor Bill Gurley has called the development of the necessary algorithms to make UberPool a success a BHAG: Big Hairy Audacious Goal, and it's an investment that will be critical for Uber going forward.

With debt financing, the fixed repayment schedule and the high cost of loan repayment can make it difficult for a business to expand while with equity financing, money is invested in the business in exchange for equity - there is no fixed repayment schedule and investors generally have a long term goal of return on investment.

«Canadians continue to trust RBC GAM's investment solutions and expertise in helping them reach their investment goals,» said Doug Coulter, president of RBC Global Asset Management Inc. «Income - generating solutions remain popular among investors and advisors.

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.

Wells Fargo Investment Institute is composed of market strategists and analysts conducting robust market research and offering strategies to help investors work toward their financial goals.

We pride ourselves on being a disciplined investor, known for adherence to our investment goals, regardless of the market trends.

Long - Term Investor - Long - Term Investor is a person who makes investments for a period of five years in order to finance his or her long - term goals.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

We enable investors to invest in small groups of their own choosing and meet highly specialized goals while enjoying the efficiency of a large investment entity.

We are a family of two companies — Financial Sense ® Advisors, Inc. (Registered Investment Advisor), Financial Sense ® Securities, Inc. (broker / dealer, member FINRA / SIPC) both sharing the same goal: to provide exceptional asset management and educational resources that help investors seek to build, maintain and preserve their wealth.

Without the burden of short - term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best.

Schapiro said the goal in helping investors gain a better understanding of their investment options was valid.

ETF Investing Tips The ultimate goal of every investor should be to maximize investment returns while mitigating potential losses.

The goal of every investor is to invest in stocks that will bring huge returns on their investments; and that is why people takeout time to study the stock market and various stocks to know how they are performing before committing their hard earned money to it.

Our goal is to help each of our real estate investors to build a secure, reliable, consistent and transparent investment property portfolio.

Currently, Julian serves on the Advisory Board of KrowdMentor, a strategic investment and advisory firm empowering blockchain investors, funds, startups and entrepreneurs to reach their goals.

Currently, Ioana serves as COO of KrowdMentor, a strategic investment and advisory firm empowering blockchain investors, funds, startups and entrepreneurs to reach their goals.

Currently, Frank serves on the Chief Digital Marketing Officer of Krowd Mentor, a strategic investment and advisory firm empowering blockchain investors, funds, startups and entrepreneurs to reach their goals.

Currently, Dan serves as the CTO of KrowdMentor, a strategic investment and advisory firm empowering blockchain investors, funds, startups and entrepreneurs to reach their goals.

With the first close of the $ 30 - million goal already secured solely from private investors, the Fund is pleased to announce its first two investments: GreenMantra, which has developed a proprietary technology platform to convert plastics into chemicals and other fuels; and Smart Energy Instruments (SEI), which is on track to create low - cost energy sensors that form the backbone of a smarter grid by providing real - time, highly granular data measurements.

For me, it was a like a real eye opener, right from how it's very important to have a Financial Plan and have an objective for investing, to Goals, having Patience and confidence on your stocks, when is the right time to invest, valuations, how and why small investors should invest, how to not let your judgment be clouded by others, teaching investment as an ART to our children, and how to avoid the pitfalls of investing.

Currently, Julian serves as general counsel of KrowdMentor, a strategic investment and advisory firm empowering blockchain investors, funds, startups and entrepreneurs to reach their goals.

The financier or investor manager of the AIM mutual funds will evaluate the investment adviser by gauging the priorities understood in regards to each individual investor and their short term and long - term investment goals and needs.

«Our QP products provide cost - efficient, transparent access to high - sustainability securities across multiple asset classes, and can be tailored to an investor's goals and preferences using a SMA structure,» said Brandon Thomas, chief investment officer of Envestnet PMC.

When one thinks about which investment is likely to achieve Buffett's goal of allowing an investor to consume more in the future, we think equities remain the easy choice.

It is important that investors understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

Absent typical capital market investor concerns regarding return horizons and financial liquidity, the Federal Government can become the «patient investor» whose long - term view of asset returns enables the project's non-Federal financial partners to meet their investment goals, allowing the borrower to receive a more favorable financing package.

Investment Management is the recognized management of different securities like shares, bonds and other securities and assets such as real estate, to reach particularized investment goals for the advantage of the Investment Management is the recognized management of different securities like shares, bonds and other securities and assets such as real estate, to reach particularized investment goals for the advantage of the investment goals for the advantage of the investors.

As always, investors should maintain a long - term perspective while making investment decisions based on their time horizon, investment goals, and risk tolerance, not the day - to - day movements of the financial markets that are impossible to predict.

Institutional investors, such as pension funds, mutual funds, unit investment trusts, endowments, insurance companies and others looking for diversification or to match liabilities can use these securities to help ensure their investment goals are met and to protect the value of their investments.

With the DRS, Swan believes it has an excellent investment solution that is transparent, repeatable, and scalable.This solution seeks to actively address the biggest threat investors of all types have in meeting their goals, namely, the devastating impact that bear market sell - offs have on an investor's wealth.

With debt financing, the fixed repayment schedule and the high cost of loan repayment can make it difficult for a business to expand while with equity financing, money is invested in the business in exchange for equity - there is no fixed repayment schedule and investors generally have a long term goal of return on investment.

Even in times of uncertainty, a disciplined saving and investing approach along with investment and tax diversification can help investors achieve their financial goals.»

Whether you are an investor who enjoys the services of a traditional brokerage relationship or you are seeking an advisory relationship within a managed account, BancorpSouth Wealth Management advisors can help you move toward your investment goals.

The Portfolio A portfolio is a combination of different investment assets mixed and matched for the purpose of achieving an investor's goal (s).

Learn about considerations for investors when buying shares in a mutual fund for a long - term investment, including fees, type of management and portfolio goals.

This approach is not purely a portfolio optimization exercise at each stage of the life cycle, but rather the culmination of years of experience in helping investors reach their investment goals.

The ultimate Challenge goal is to encourage high - quality investment research, unearth top investing talent, and level the playing field so that lesser - known (but equally - brilliant) investors have the opportunity to present in front of the same high - profile Value Investing Congress audience as legendary investors such as David Einhorn and Bill Ackman.

«Offering high - quality services at a lower cost and providing our customers with compelling investment opportunities are integral features of our vision,» says Thomas Peterffy, Chairman, Founder and Chief Executive Officer, Interactive Brokers Group, Inc. «NextShares support this vision and can help investors meet their long - term investment goals.»

Here are seven types of long - term investments that are often used by investors to achieve financial goals:

Adding one or more of these investment types to a portfolio may help an investor meet monthly expenses, or plan for longer term goals like saving for college or retirement.

The mix of positive and negative emotions experienced by the investor provides him an informed understanding of the REALITIES of the extent to which his stock investment is helping him realize his long - term investing goals.

Here are some of the ways that an investor can combine active and indexed solutions in a portfolio to potentially create better outcomes and help reach their investment goals.

If interested in the Pre-Packaged Segment Selection feature, an investor should work with their financial professional to select the package that is appropriate for them, in light of their investment time horizon, investment goals and expectations, market risk tolerance, and other relevant factors.

For an investor whose main goal is to preserve capital, meaning she is willing to accept lower gains in return for the security of knowing her initial investment is safe, high - risk funds are not a good fit.