Sentences with phrase «investment goals with»

We work with our investors to align their investment goals with the appropriate asset class.

You shouldn't be looking to accomplish your investment goals with one transaction, but instead look to build up to those goals, whatever they might be.

The process of asset allocation can be summarized as: define investment goals with the relative risk tolerance, choose the range of diversification, and assign weights to each asset class.

Now we begin to develop a written plan balancing investment goals with tax efficient strategies.

Our mission is to keep pace with global market demands and approach our clients» investment goals with an open mind.

You also need to match your investment goal with your attitude to risk.

Not exact matches

The investment proposal's alignment with the global company's long - term goals and strategic plans;

And like any prospective investment, brands should still begin with their bottom line business goals and then use those to orient communications goals and strategies.

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

We typically only make 1 - 2 month - long investment plans — with a view for the longterm goals — and then revisit every few weeks to fine - tune those decisions.

We typically only make 1 - 2 month - long investment plans — with a view for the longterm goals — and -LSB-...]

For example, Google announced that it will hold its own Women's Demo Day, which will feature women - led startups from around the country pitching to a group of judges at the Googleplex, with the goal of driving investment and providing Google mentorship and introductions to each entrepreneur.

«The list will be managed with a goal of providing superior investment performance over the long term.»

Bains said the chosen consortia exceeded that goal by raising a total of $ 1.5 billion, which brings the overall investment, when combined with the government's $ 950 - million commitment, close to $ 2.4 billion.

«The goal is to find an established business with a good growth plan,» such as an acquisition, or the development of a new product, says Dan Gardenswartz, principal of Sage Group LLC, a Los Angeles - based investment bank.

«Our goal is to use this investment to enhance the viewing experience with the addition of new content and development of key features directed at sports fans, and to greatly increase our marketing efforts,» David Gandler, fuboTV co-founder and CEO, told Fortune by email.

Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of beating global inflation.

With market volatility making headlines, it's easy to get caught up in the day - to - day ups and downs, panic, and lose sight of your long - term investment goals.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

Let's remember that with the right investments and collaborative approaches, we can get closer to our goal of winning the fight against malaria.

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 CanWith 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 Canwith the goal of raising institutional and VC investment dollars, and enhancing the capital ecosystem for technology companies in Canada.

CEOs and marketers should define these terms together with a focus on how marketing investments are aligned to company goals.

After investing in over 40 companies, O'Shares Investments — Kevin O'Leary's Company — discovered that only 65 percent of the businesses he invested in with male leaders achieved their financial goals.

It's about having a solid investment plan with sound financial goals and sticking with it no matter whether markets go up or down.

Your planner will review how each investment may match up with your specific goal and why.

We carried out our diversity investments with two goals in mind: make money and do the right thing.

As such, it's imperative that your investments align with your goals, time horizon and risk tolerance.

The company says the LLC will «pursue its mission by funding nonprofit organizations, making private investments and participating in policy debates, in each case with the goal of generating positive impact in areas of great need.»

Work with a financial planner to create a long - term investment portfolio of stocks, bonds and real estate that is aligned with your financial goals and risk tolerance.

«Companies in this industry tend to generate fairly strong and predictable cash flows, which aligns with CPPIB's long - term investment goals,» says the pension fund's senior vice-president, private investments, Andre Bourbonnais.

If you are looking at SRI, ESG or impact investing, it's important to meet with a financial professional who can help you understand how each investment is tracked and to determine which ones are best suited to your goals.

And although VEBAs won't help you with your short - term investment goals, they can certainly help address your estate - planning needs.

Graziosi, who's generated hundreds of millions of dollars with his brands, companies and investments, with a 15 - year television career, argues that creating a true vision for your future by looking backwards will get you exponentially better results than setting goals in the traditional sense.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

This leads to one of the single most important aspects of your startup / VC relationship: Make sure your goals for your company line up with your VC's goals for his or her investment.

«Market volatility should be a reminder for you to review your investments regularly and make sure you consider an investing strategy with exposure to different areas of the markets — U.S. small and large caps, international stocks, investment - grade bonds — to help match the overall risk in your portfolio to your personality and goals,» says Dowd.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

It's still recommended that you periodically check your investments to make sure they align with your goal.

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 investmWith 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 investmwith 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.

At the end of the day, you need to be comfortable with your investments and reasonably confident that they will help you reach your goals.

[01:13] Episode introduction [01:40] Tony's mission isn't about motivating others [02:15] A different kind of coach [02:42] Tony's difficult upbringing [03:15] What Tony learned from his mentors [04:00] Having to anticipate his mother's many moods [04:40] The role important books played in Tony's life [05:30] First experience with coaching seminars [06:00] Setting goals to help others [06:50] Building his brand [07:10] Tony's start with his own seminars [08:15] Dealing with the higher level of demand [09:10] When did Tony start making investments?

So put such uncertain times to good use as a motivator to help ensure your investment strategy aligns with your long - term goals, timeline and stomach for risk.

With my personal investment return goal of 3X the risk - free rate of return (10 - year bond yield), anything above 6 % looks attractive, depending on risk.

My main goal is to come up with an appropriate asset allocation for my age and risk - tolerance, and let the investments perform as they may.

The goal with a home should be a roof over your head that gives you the lifestyle you want, a home is an expense, not an investment.

With answers to these and other questions in the open with your spouse or partner, you're on your way to aligning your financial needs and goals with a viable investment stratWith answers to these and other questions in the open with your spouse or partner, you're on your way to aligning your financial needs and goals with a viable investment stratwith your spouse or partner, you're on your way to aligning your financial needs and goals with a viable investment stratwith a viable investment strategy.

Those who want to manage their own portfolios and make their own investment decisions, with objectives ranging from planning for long - term goals like retirement, to acting on shorter - term market opportunities — and sometimes both.

Your goals, time horizon, and comfort with risk will help us select investments for your strategy.

«As an independent company with renewed investment, we are in a position to actively pursue plans that help further our mission and fuel our ambitious goals in the U.S. and in our global markets,» Beauchamp said in a statement to Recode.