Sentences with phrase «investment needs of its investors»

As one stop solution for all investment needs, the company offers a custom - tailored equity and debt specific plans to fulfill the investment needs of its investors.

Not exact matches

Just this May, he gave a presentation entitled «The Endgame» at the annual Sohn Investment Conference in New York City, where he warned investors of the need to sell their equity investments and remain in cash and gold.

«As the company runs out of reasons why the technology won't work, and gets closer and closer to illustrating that it will work, I think it's entirely possible that they will raise the billions of dollars they will need to prove this concept out,» he says, noting that it was Cenovus's investment, more than that of Bezos, that turned heads among investors.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

Releasing a report responding to Ceres — a group made up of institutional investors which has for years been pushing resource companies to disclose their carbon bubble risks — Exxon vice-president of corporate strategic planning William Colton said, «All of ExxonMobil's current hydrocarbon reserves will be needed, along with substantial future industry investments, to address global energy needs.»

If you are seeking investment capital, you should be prepared for the reality that you will need to sell your company or bring in another round of investors within five to 10 years.

Investors are right to be optimistic about the global economy, but need to accept that volatility will be part of the ride, says Jeff Klingelhofer of Thornburg Investment Management.

To do this, they need some level of charisma, and investors look for this quality in potential investments.

Glassman suggested investors need to be wary of buying too many funds that have overlap in their investment holdings.

To put that plan into action, Green needed to raise capital from a strategic investor, and on March 9, Indochino announced it had secured a US$ 30 million investment led by Dayang Group, a clothing manufacturer based in Dalian, China, and one of Indochino's existing production partners.

In a quicksilver marketplace like this one, entrepreneurs more often than not need the assistance of a well - plugged - in investment banker, a corporate finance lawyer, or an accounting firm to help them track down one of the new breed of specialty investors who are definitely not listed in the yellow pages.

The benefits: investors often get a higher rate of return on their investment and the entrepreneur gets a much needed cash infusion.

These ETFs are similar to mutual funds but trade like stocks, and allow an investor to get exposure to a wide range of investments in a sector or industry without needing to research individual stocks.

Higher volatility may help some active managers, but investors will need to see long periods of outperformance before reconsidering their affinity for passive investments.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partyinvestor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partyInvestor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.»

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.

«With a new investment of $ 10.2 million, we are growing our group of investors, our team, and most importantly our opportunity to help families get their kids where they need to go safely and reliably.

The price action in Zcash over the last four or so months is another example of just how sophisticated investors truly are and why all theories in crypto investment bubbles need to be permanently discarded.

PIMCO believes globalization exposes investors to price pressures and growth patterns of countries around the world, creating a need for a fuller set of inflation - oriented investments.

May 21, 2015: In response to the needs of global real estate investors, we have launched the MSCI Real Estate Index Module: a broad suite of over 180 real estate indexes, designed to represent the performance of global real estate investment opportunities.

• A product / services that addresses a large market need (not a nice to have) • Team that can execute who has a solid understanding of business and challenges • Validation / proof (de-risk) • Some are seeking social impact or to balance impact with profits The Investment Process • Pitch deck is bare essential • Meet and greet is only the first step • All investment basics must be met • Due diligence review • Terms negotiated • Close (in person) What are investors loInvestment Process • Pitch deck is bare essential • Meet and greet is only the first step • All investment basics must be met • Due diligence review • Terms negotiated • Close (in person) What are investors loinvestment basics must be met • Due diligence review • Terms negotiated • Close (in person) What are investors looking for?

Our investment tools and services help meet the needs of a broad range of investors — from the novice, first - time investor to someone looking for the ongoing advice of a financial professional.

Consequently, investors may need to rely on sales of our common stock after price appreciation, which may never occur, as the only way to realize any future gains on their investment.

Research shows that the four focuses of DASH for the STASH — financial fraud, building a nest egg, selecting financial advisers, and the cost of investment fees — are all topics about which many investors need to learn more.

Investment opportunities posted on this Site are «private placements» of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid iInvestment opportunities posted on this Site are «private placements» of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investmentinvestment.

Raffa Wealth Management, LLC (RWM) has been serving the investment and fiduciary needs of associations, charities, and individual investors since 2005.

Investors will still need human advisors to coach them during periods of market volatility, said Wesley Gray, CEO of Alpha Architect, a quantitative investment firm.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

Retirement is only a few years away, and he can not take on as much risk as the mid-life or young investor, because he needs a steady source of retirement income from his investments.

So regardless of whether or not earnings can actually carry debt burdens, or how aggressively bad investments are being written down from book value, investors need never know.

VG's Jack Brennan @ #TBP2013: I am very optimistic for the advisory business as a whole generation of investors needs investment advice.

NEO has a unique market making program that ensures regular and reliable liquidity in listed securities and investment products, playing a vital role in supplying liquidity when it's needed the most and helping meet the trading demands of the long - term investors.

Philip Drury, one of Citigroup's co-head of equity capital markets for the Americas, said that investors had proved eager to pay significantly for investments that outperform the market and shares in fast - growing companies help fill that need.

When it comes to Freeport, however, investors need to remember that the company has made good progress recovering from a notable investment mistake, but that it still has to deal with material uncertainty surrounding one of its largest mines.

It also has it benefits for the experienced investor as a reminder on the level of conviction that is often needed to make a successful investment.

Gint: A holistic comment regarding the overall site: I think if Fly wants to bring a mixture of steady investors to his blog — and not just the «go - go» OTB playing degenerate gamblers (as amusing as those commenters are) then he's going to need to continue to diversify the content to a degree that there is someone covering every aspect of the investment world.

Higgins Investment Group Inc. offers a variety of investment opportunities to suit the needs of any seriousInvestment Group Inc. offers a variety of investment opportunities to suit the needs of any seriousinvestment opportunities to suit the needs of any serious investor.

Consequently, an investor would have needed to see the value of their investments double during that time just to keep up with inflation.

Most of us will need to go with the investor shares as the minimum to get the Admiral share price is, on average, a $ 10,000 minimum investment.

He was one of the first major investors to realize that railroad firms had been making badly needed infrastructure investments that would eventually lead to robust growth and solid cash flow.

For muni bond investors in the 4 high tax states profiled, there are a bevy of state specific funds that cater you your investment needs, if purchasing bespoke muni bonds is beyond your ken.

Therefore, the boomers need a democratized means of investment to allow average individual investors with minimal investment capacity to participate in real estate transactions.

2 No doubt individual and institutional investors alike will increasingly need to take longevity risk into account, in concert with investment risk, when thinking about various types of investment products and strategies.

Moreover, investors should ensure that the characteristics of the project or investment match both their investment needs and their appetite for risk.

Hosted by the New England regional member groups of the Angel Capital Association (ACA), the ACA & Angel Resource Institute (ARI) educational workshops are focused on the specific needs of angel groups in New England and purposed to help existing and prospective angel investors improve their investment knowledge and expertise — and add value to their role as business angels — as members of an angel group or as individual investors.

No single investment must last for the entire span of the investor's life, because the investor ideally has a diversified portfolio of several dividend - paying companies, but the better the investments perform over the long - term, the lower the turn - over rate of the portfolio needs to be.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

ETFs can be useful vehicles for all sorts of investment needs, including for investors who simply want to park some cash.

There are two sources of additional funds that investors need to deploy: dividend payments and new contributions to your investment portfolio (usually generated from employment income).