Sentences with phrase «managing research portfolios»

Scientific and health policy professional with more than 15 years experience in project management, managing research portfolios, technical writing, communications and team building.

He manages a research portfolio focused on macroeconomic trends, commercial real estate, and global investments.

Not exact matches

Designing and managing such a portfolio takes experience, knowledge, research and time only a trained investment professional, a portfolio manager, can provide.

Strategic Advisers, a Fidelity Investments company, will actively manage the model portfolio using its disciplined, research - driven approach.

Strategic Advisers, Inc., a Fidelity company, will actively manage your personalized portfolio using their disciplined, research - driven approach, and will apply tax - sensitive investment strategies, where appropriate, that seek to enhance after - tax investment returns.

Gross said that firms that are open to interviewing Cohen's employees would probably ask tough questions about how those employees managed their portfolio and went about researching companies.

Mr. Chai, a CFA charterholder, joined Fidelity in 1997 as an equity research analyst, and he has managed multiple technology - related sector and industry portfolios since 2003.

Peter Feld is a Managing Member, Portfolio Manager and the Head of Research of Starboard Value LP.

This account I started this year after reading about it from several different authors on Seeking Alpha (side note: if you are interested in Dividend Growth Investing and managing your retirement portfolio you HAVE to check out this site, it's one of my main sources for stock research).

Our research - driven approach is aimed at constructing a diversified, high conviction portfolio that is actively managed by one of Australia's leading investment teams.

Letting markets do what they do best — drive information into prices — frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

In general, we employ professionals that enhance our core competencies — conducting research in security selection and market analysis, managing portfolio investments, and communicating with shareholders.

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.

Whether you're new to investing or a seasoned investor, our research and tools will help you build and manage your portfolio.

Many clients prefer to be well - informed of their investments yet not have to deal with the day - to - day responsibilities of actively managing a portfolio or researching new investment opportunities.

It helps that Lam Research CEO Martin Anstice is «terrific,» concluded Cramer, who also manages the Action Alerts PLUS charitable trust portfolio.

Some investors find that they don't have the time, energy or talent to research and identify stocks for their portfolio, much less manage their money effectively.

Traditionally actively managed mutual funds would have hired an expert portfolio manager and it was his job to research companies and determine which stocks to purchase for the fund.

Ryan Modesto, CFA, is Managing Partner at 5i Research, a conflict - free investment research provider for retail investors offering research reports, model portfolios and invesResearch, a conflict - free investment research provider for retail investors offering research reports, model portfolios and invesresearch provider for retail investors offering research reports, model portfolios and invesresearch reports, model portfolios and investor Q&A.

As an institutional portfolio manager, Camille participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows.

In his role he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows.

As an institutional portfolio manager, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows.

We actively manage all of our portfolios to mitigate risk and seek superior long - term returns, employing systematic, research - based processes.

Our research suggests a globally diversified portfolio benefits from a broader spectrum of opportunities and can more effectively manage volatility and risk than one that emphasizes Canadian companies.

As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows.

8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «Global Value Equity Investing»

Newfound Research's QuBe («Quantitative Behavioral») model portfolio series provides advisors with a comprehensive suite of institutionally managed asset allocation models, offering solutions for a range of client risk profiles.

Bryan Luebbert, a principal in Investment Advisory, leads the Portfolio Construction team, which manages the Edward Jones Advisory Solutions ® Research Models and Bridge Builder mutual funds.

Maxson recently moved to Merck, where she works with the president of the research division to manage the company's talent portfolio and help it match the company's long - range targets.

Congressional Republicans and the National Science Foundation (NSF) appear to be creeping toward common ground in their yearlong fight over how the agency manages its $ 7 billion research portfolio.

Congressional Republicans and the National Science Foundation appear to be creeping toward common ground in their yearlong fight over how the agency manages its $ 7 billion research portfolio.

She is responsible for managing a grant portfolio of research projects related to human nutrition and adult obesity prevention clinical trials.

Genome British Columbia is a catalyst for the life sciences cluster on Canada's West Coast, and manages a cumulative portfolio of over $ 550M in research projects and technology platforms.

Before moving to Hawai`i, Rocky worked as an equity analyst and portfolio manager for AIG Investments in New York, where he researched and managed portfolio investments in global equities.

Our portfolio selection approach is based on award winning research and tools used by private wealth managers to manage wealth for the ultra-rich.

He manages equity assets on the behalf of Wellington Management's clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts.

I consider Faber one of the most innovative strategists in the business today, and I found his research on shareholder yield to be compelling enough to make the Cambria Shareholder Yield ETF (SYLD) a core, long - term holding in multiple ETF portfolios I manage.

You may prefer to manage your portfolio by doing your own research and picking specific stocks and bonds.

The good news: Bond funds aren't insured the way CDs are, but many actively managed bond funds and ETFs do offer professional credit research, portfolio construction, and broad diversification to help manage credit risk.

I work for a financial research company and have all of the tools to manage a portfolio, conduct research, run hypothetical scenarios, but never had made the jump into investing because of the trade fees.

Research illustrates this weakness and shows that private investors managing their own portfolios typically underperform the market by 1.5 - 3 percent every year.

We seek new opportunities and manage risk by teaming experienced portfolio managers with our in - house global equity research organization.

The DI monthly newsletter keeps abreast of research in the area of equity - income investing with an eye toward sound strategies that can be used manage a stock portfolio of with an equity - income approach.

In today's fast - paced world, many investors lack the time, knowledge, or skills necessary to research and manage an investment portfolio.

When a fund is actively managed, a portfolio manager chooses the fund's investments using a combination of in - depth research, market forecasting, experience, and expertise.

Even if you could afford to assemble a portfolio that big, you probably couldn't research or manage it effectively.

Our research suggests a globally diversified portfolio benefits from a broader spectrum of opportunities and can more effectively manage volatility and risk than one that emphasizes Canadian companies.

When it comes to managing client portfolios, some registered investment advisers (RIAs) prefer to do it all themselves, researching and executing trades, while others employ the services of third - party asset managers.

Prior to joining Baird Advisors, Joe was a portfolio manager with BMO Global Asset Management, where he was responsible for managing tax - free fixed income strategies and credit research.