Sentences with phrase «investment performance details»

Please see our statistics page for investment performance details.

Not exact matches

Robbins and Mallouk go into detail in «Unshakeable» about how to consider diversifying your investments, but say anyone should consider investing in an index fund, which allocates money across companies in an index, essentially giving you representative ownership of that market — which, again, will grow over time regardless of short - term performance.

You also have mobile access to our reporting system, which provides up to date and detailed information on your investment assets and performance.

«In today's investment environment, asset owners are gravitating toward asset managers who can quantitatively outline their performance achievements, starting with aggregation, drill down to contribution and attribution detail, visualization graphics, and increasingly mobile and configurable access,» Wolstenholme said.

While finance staff does detailed analysis outsiders like me can only make crude assessments of the impact of certain investments in players on the club's financial performance.

The work that led to the study required investment in detailed observations, model development, and high performance computing.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

It's a detailed overview of the ETF's management, investment objective, portfolio holdings, fees, past performance, and risk profile conveniently located all in one place.

To learn more about Swan's Defined Risk investment approach or for more details regarding historical performance utilizing put options to hedge a portfolio since 1997, please contact Swan at 970 — 382-8901.

Our easy - to - understand, yet detailed statements help you track the performance of all your accounts.Through Santander Investment Services you will receive a comprehensive monthly statement as well as necessary tax reporting available on paper or online.

As an effective value investor, you have to first set up the criteria and standards for stock picks, obtain ideas for investment from stock screen, execute a more detailed analysis of the financial performance of a company and its stocks, assess the business and its earning potential and create a portfolio.

Market indexes are useful for assessing the historical performance of investment portfolios over time, but they don't reveal important details about the companies they track.

Again, you can read the details in the Australian Fund section of the performance report, but we have made a few disastrous investments during the past five years.

Don't reach for false gains in investment performance if the price is government involvement in the details of business.

The prospectus details the investment's objectives, the nature of the investment, past performance, information on the investment company or managers, etc..

You should read the Board's detailed information on each of the Investment Funds and review each Fund's performance before making any investmentInvestment Funds and review each Fund's performance before making any investmentinvestment decision.

Here are some thoughts from the wonderful book The Bogleheads» Guide to Investing (I LOVED the book — see my rating for details) on how taxes play a big role in determining the performance of your investment portfolio.

The article details the specific performance of my investment and shares the spreadsheet I use to track cost basis (here's a shortcut to see the spreadsheet).

Addressing the financial risks associated with changing personal debts, rising family income needs and uncertain investment performance requires a detailed analysis before an insurance amount can be recommended.

Besides the high - level metrics like client acquisition cost, client lifetime value or return on marketing investment, there are more detailed reports to consider like website, social media and search engine performance measures.

With all of our services, we regularly review performance and provide tailored reports detailing successes and failures of the campaign; it's just one of the ways our clients know that they're getting a serious return on their investments.

The facts include performance ratios, dividends and past returns, portfolio of holdings showing company details as well as the amount that has been invested in every company and the NAV's published on the website of the fund company every single day ensuring that investors are never in the dark concerning their mutual funds investments.

Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting.

Recommended investments on EBITDA principles like operating profit, depreciation and amortization Sought future investments in alternative assets such as REITs, BDCs and precious metal commodities Conducted due diligence on firms like Blackrock and GPB capital under CEO supervision Created buy reports on key investments detailing volatility, performance and future forecast in Excel Monitored and adjusted $ 1 million portfolios of high net worth individuals.

National Securities Corporation (Chicago, IL) 4/2008 — 9/2008 Investment Advisor • Consistently exceeded sales goals through cold calling, networking, and other sales tactics • Analyzed client portfolios and created detailed reports regarding investment performance • Offered investment advice based on market conditions and customer needs • Provided excellent customer service resulting in client satisfaction and repeat business • Served as a mentor to junior associates ensuring efficient and effective Investment Advisor • Consistently exceeded sales goals through cold calling, networking, and other sales tactics • Analyzed client portfolios and created detailed reports regarding investment performance • Offered investment advice based on market conditions and customer needs • Provided excellent customer service resulting in client satisfaction and repeat business • Served as a mentor to junior associates ensuring efficient and effective investment performance • Offered investment advice based on market conditions and customer needs • Provided excellent customer service resulting in client satisfaction and repeat business • Served as a mentor to junior associates ensuring efficient and effective investment advice based on market conditions and customer needs • Provided excellent customer service resulting in client satisfaction and repeat business • Served as a mentor to junior associates ensuring efficient and effective operations

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines