Sentences with phrase «investors meet their objectives»

He is responsible for development and execution of the group's investment manager research, selection, monitoring, and due diligence practices used in programs that help institutional investors meet their objectives.

In this role, he is responsible for developing the group's overall investment strategy and implementing programs that help institutional investors meet their objectives.

Not exact matches

From their first meetings, the investors had three objectives, Town says: to save the five buildings, to get dividends flowing again and to get the Concrete principals charged and jailed.

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.

For most investors, long - term «failure» means not meeting one's financial objectives.

The Tool Kit explains how investors can activate an entire portfolio to meet their financial and Catholic values objectives, or opt to dedicate portions of a portfolio to achieve mission goals.

That said, we're not advocating that investors abandon the benchmark - replicating approach.With bull market and economic expansion more mature, blending active management exposures — whether through actively - managed exchange traded funds (ETFs), multi-asset managers, traditional active equity managers or other sources — with benchmark - replicating vehicles will become increasingly important for meeting return objectives and controlling risk.

And one thing investors can be sure of is that Vanguard UK's factor ETFS will NOT «deliver their desired factor exposure to meet long - term investment objectives».

Laura Catalino is Senior Vice President of Investor Relations for M360 Advisors, LLC, where she establishes and maintains relationships with institutional and accredited investors, and assists them in identifying sound opportunities to meet their specific investing goals and objectives.

Investors utilize investment products to meet various investment goals and objectives.

It must also shape itself to meet other critical criteria, such as the investor's time horizon, his or her objective in investing in the first place, tolerance for risk, needs for income, possible tax obligations, that sort of thing.

The HSBC Green Bond represents a further step in supporting investors to meet their objectives while supporting clients to realise opportunities in the low - carbon economy.

For long term investors looking for growth and income, the natural resource sector can meet those objectives.

We believe there are many ways to achieve investment objectives so we offer several strategies — growth, value, and blend styles, and large -, mid -, and small - cap objectives — to meet investors» needs.

This allocation represents how important these asset classes are in meeting the financial objectives of a passive investor.

Savvy investors will often replace losing securities with either very similar or more promising alternatives that still meet their investment objectives.

Also known as an open - end investment company, open - end mutual funds invest the pooled cash of many investors in order to meet the fund's stated investment objective.

Investors have to know and understand the difference between value funds and growth funds so as to be able to create an investment plan as well as a portfolio which meets their financial goals and objectives.

The company also offers customized solutions within and across its product platforms to help its fund investors meet their investment objectives.

The Horizons ETFs» product suite includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions.

Many investors need to earn 4 % or 5 % to meet their long - term objectives, based on their current savings rates and expected retirement date.

Investors can use short - term bond funds to meet a variety of objectives.

He recommended that an investor create a portfolio of a minimum of 30 stocks meeting specific price - to - earnings criteria (below 10) and specific debt - to - equity criteria (below 50 percent) to give the «best odds statistically,» and then hold those stocks until they had returned 50 percent, or, if a stock hadn't met that return objective by the «end of the second calendar year from the time of purchase, sell it regardless of price.»

Most investors can purchase mutual funds to help meet their objectives.

I have learned a lot along the way about myself and objectives as an investor and how to meet those objectives through various forms of analysis.

A well - written investment policy is not merely an option — it is a necessity — for corporate and institutional investors striving to meet critical cash objectives.

Investors can take advantage of exchanges to meet other objectives including: A) Leverage: exchanging from a high equity position or «free and clear» property into a much larger property with some financing in order to increase their return on investment.

The emphasis is on using an active approach that has an edge and hence a higher probability of growing the «satellite» portion of capital by more than the «core» portion, or passive portion, in a timeframe that meets the investor's objectives.

They represent a suggested mix of funds designed to meet the objectives of various types of investors, ranging from income - oriented to aggressive growth.

Nintendo's next mobile game, «Fire Emblem Heroes» fared better, with Nintendo telling investors in that same presentation that the game was on track to meet Nintendo's «profit objectives.»

In keeping with its goal of using innovation and rigorous analytical methodologies to support improved legal outcomes, Juridica seeks to provide attractive returns to its investors by selecting claim assets that meet well - defined underwriting criteria, that are indicative of solid and verifiable economic value, and that promote the company's strategic objectives.

Cyprus» legal framework is all - encompassing and, at the same time, attractive enough to establish investment funds, which can meet diverse investor requirements and can accommodate a number of investment objectives including: Private Equity, Infrastructure, Real Estate, Venture Capital, Funds of Funds, Debt and / or Equity Securities.

«Many HNW investors have acquired their real estate assets... on an opportunistic basis, with little regard to how it meets their family objectives,» the respondent noted.

HNW investors demanding predictable cash flows from core properties or value ‑ add yields on ground - up and redevelopment projects can meet these objectives in the multifamily sector.

The absence of this pressure in the private markets suggests managers of NTRs are typically more readily able to focus long term on real estate investment and meeting investors» long - term investment objectives rather than managing quarterly earnings expectations.

Our experienced and dedicated professionals who partner with vendors, developers, corporations and individual investors to develop and execute real estate strategies that add value, preserve wealth, and ensure each transaction meet the clients goals and objectives.

The Profitability Index (PI) is a metric that property investors can use to evaluate whether the property under consideration meets their return objectives, thus providing a basis for rejecting or further considering an opportunity

We are sincerely grateful for each Buyer, Seller and Investor we serve, meeting their real estate objectives with our highest level of professionalism.

Laura Catalino is Senior Vice President of Investor Relations for M360 Advisors, LLC, where she establishes and maintains relationships with institutional and accredited investors, and assists them in identifying sound opportunities to meet their specific investing goals and objectives.

Create a spreadsheet for investor contacts that includes their name, contact information, date you first met them, date you gave them the qualification form, date you received it back, date you spoke with them about their objectives, how much they want to invest, and any comments you want to capture about their job, willingness to invest, available assets, etc..

As a leader in the non-traded investment program industry, RCS places a premium on offering the investment community unique exposure to diverse, complementary, and professionally managed investment opportunities to meet the objectives of suitable investors» portfolio needs.

Steve: I would say that to be successful in real estate crowdfunding, and investor should have some defined objectives that they are trying to meet in this space.