Sentences with phrase «management of a bond portfolio»

Since the late 1970s, changes in the interest rate environment have become the greatest single determinant of bond returns, and managing interest rate risk has become the most critical variable in the management of bond portfolios.

Not exact matches

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7management (over $ 1.7 billion).

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

With a personalized portfolio of stocks, bonds, mutual funds, and exchange - traded funds, we'll help you invest your assets or those of your trust using tax - sensitive investment management techniques.

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

David Swensen offers a savage takedown of junk bonds in his book Pioneering Portfolio Management.

On the heels of that decision by the FOMC, the Federal Reserve's policymaking body, Morgan Stanley Wealth Management's Global Investment Committee (GIC) recommended that investors position their portfolios to overweight equities and underweight fixed income, or bonds.

In addition to over 25 years of portfolio management and equity research experience with Leith Wheeler, Bill spent five years as trader of the firm's bond portfolios.

The GCC bond and Sukuk market is generally sound, says Philipp Good, CEO and Head of Portfolio Management at Fisch Asset Management, speaking to Banker Middle...

In their May 2015 paper entitled «Lumber: Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management», Charles Bilello and Michael Gayed examine the recent relative performance of lumber (a proxy for economic activity via construction) and gold (a safe haven) as an indicator of future stock market and bond market performance.

The bad news: Bond funds come with management fees, and the value of your investment will change as the market rerates the prices of the bonds in the fund's portfolio.

In this role, Mark is a member of the Global Bond Risk Committee, responsible for the risk allocations across portfolios and management of aggregate portfolio risk.

A typical balanced fund holds more than 50 % of its portfolio in bonds and cash — two types of assets that require little if any active management.

So as he synthesizes the themes of the last six or seven years, he comes down to really basic ideas for each chapter: Risk, Return, Stocks, Bonds, Portfolio Management, Does Active Investing Work, ETFs, Global Investing, Alternative Assets, Behavioral Finance, Using Media, and the Lost Decade.

Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and I wrote for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc..

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

Henry Peabody is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vance's diversified fixed - income team, supporting core plus bond and multisector products.

Kathleen Gaffney is a vice president of Eaton Vance Management, director of diversified fixed income and lead portfolio manager for Eaton Vance's multisector bond and core plus bond strategies.

Do they offer discretionary portfolio management — meaning they will actively manage a portfolio of stocks, bonds and other securities for you?

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — 2003).

A bond fund is a portfolio of fixed - income securities that offers the convenience of professional selection and portfolio management by an individual manager or an investment team.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds may decline; the individual stocks or bonds in the Fund may not perform as well as expected; and / or the Fund's portfolio management practices may not work to achieve their desired result.

In the world of portfolio management, it's commonly recommended that an investor needs to own bonds.

Eugene Fama's Bio at Dimensional «Trading Strategies Work Better than Buy - and - Hold» This paper applies portfolio management to trading strategies instead of stocks and bonds.

About Site - Weclome to Trade brains, a value investing source of financial news, share market, economy news, portfolio management, investment education on bonds, mutual funds, FD and other smart investing methods.

Christopher Harshman is a vice president of Eaton Vance Management and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

Prior to Schroders, Susan was a Vice President and Portfolio Manager of U.S. Fixed Income at Deutsche Asset Management, formerly Morgan Grenfell & Co, specializing in Municipal bonds.

Brian Barney is a vice president of Eaton Vance Management, director of institutional portfolio strategies and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

Craig Brandon is a vice president of Eaton Vance Management, co-director of municipal investments and portfolio manager on Eaton Vance's municipal bond team.

After entering things like your contact information, your birth date, social security number, employment information, and your checking account information (they use your existing checking account for easy transfers and management of your money), you will be able to start investing in their portfolios of stocks and bonds.

Investors who prefer to conduct their own research and build a portfolio of individual bonds can forgo these management fees, but may be subject to commission or markup / markdown on individual bond purchases.

Ed Devlin, head of Canadian portfolio management at Pimco, among the world's biggest bond managers, has warned for years that Canadian bonds are among the least diversified and most expensive in the world.

To determine the potential yield on a bond, investment managers can use a number of different portfolio management techniques.

Bond portfolio management strategies based on sector rotation involve varying the weight of different types of bonds held within a portfolio.

Bond portfolio management strategies are based on managing fixed income investments in pursuit of a particular objective — usually maximizing return on investment by minimizing risk and managing interest rates.

Bond funds, like stock funds, offer professional selection and management of a portfolio of securities.

Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives.

We are a member of the Portfolio Management Association of Canada and the Canadian Bond Investors» Association.

By investing in a fund, you get professional management and access to a diversified portfolio of stocks and / or bonds at a reasonable cost.

As of May 25, 2012, the largest three ETFs within this ETFs portfolio were bond funds, which made up nearly 32 % of all assets under management.

Back in 2003, after several years of correspondence, James Cramer invited David to write for the site, and write he does — on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, and more.

Sub-advised by Schroder Investment Management North America Inc. («SIMNA»), Hartford Schroders Tax - Aware Bond ETF seeks total return on an after - tax basis by investing in a diversified portfolio of taxable and tax - exempt fixed income debt instruments of varying maturities.

Devin Cooch is a vice president of Eaton Vance Management and municipal portfolio manager and trader on Eaton Vance's tax - advantaged bond strategies team.

Alternatively, a smaller portion of the bond portfolio is allocated to «high yield» management, which is exclusively invested in lower quality bonds.

Adding bonds to an equity portfolio lowers its overall volatility, but that's not the kind of risk management were talking about here: after all, pension managers are not skittish retail investors, so volatility isn't a big concern.