Sentences with phrase «many as portfolio»

When selecting a branding agency or freelance consultant, personal fit matters as much as the portfolio.

The «enterprise business» seeks to exploit Bloomberg's tech muscle and Wall Street presence to offer such products as portfolio risk analytics, order management systems, and message storage and retrieval.

Just as portfolios have changed dramatically since 1989, they could look very different in 2039 thanks to the robotification of investing.

With only a high school diploma, Chou obtained his Certified Financial Analyst designation in 1985 and registered as a portfolio manager and investment counsel.

So when some 15 years later — as a portfolio manager at one of the most influential activist hedge funds — Cohn launched a hostile bid to acquire Novell, he mentioned the accolade in his letter to the board.

According to Morningstar Direct, $ 59 billion is invested in long - term bond funds and exchange - traded funds (defined as portfolios with average durations above six years).

So long as your portfolio as a whole satisfies your asset - allocation goal, it may not be necessary for every account to be allocated the same.

Identify generally promising - looking companies within these sectors, and evaluate them as portfolio candidates based on earnings momentum and intrinsic value.

Mr. Watsa holds a BA from Hillsdale College and a Chartered Investment Manager designation and is registered with the Ontario Securities Commission as a Portfolio Manager.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

The effect of low interest rates is unimportant as long as the portfolio carries minimal cash and bond exposure.

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the time.

He is also registered as a Portfolio Manager and regularly attends Chartered Financial Analyst training around the world.

Bob is registered as a Portfolio Manager and Chief Compliance Officer with the Ontario Securities Commission (OSC).

Ms. Curry started her career in the Private Investors department at Wertheim & Co., moving in the next year to Individual Capital Management as a portfolio assistant.

is registered as an investment fund manager in Ontario and Newfoundland and Labrador, and as a portfolio manager and exempt market dealer in Ontario, Alberta, British Columbia and Newfoundland and Labrador.

Capital is advanced as portfolio companies present compelling opportunities and successfully execute their plans.

Work with a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional who is required to complete extensive training and continuing education and can help you with big picture planning as well as portfolio management.

He serves as a Portfolio Manager and Fixed Income Analyst for Cumberland Advisors» Fixed Income Department.

Nick joined Leith Wheeler in June 2011 after spending the previous four years in London, England working as a Portfolio Manager at Brevan Howard Asset Management and as an Investment Analyst at Sofaer Capital, where he managed natural resource - dedicated funds with global mandates.

Mr. Fields began as a Portfolio Manager at Wertheim & Co., managing partners» personal assets.

Since joining the firm in 1998, Adel has also worked as a Portfolio Manager in the Global Structured Products Group focusing on a broad range of international and domestic strategies.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

They will serve as the portfolio strategist for your account and develop a model portfolio4 to help meet your goals.

Prior to joining ROBO, he was with Apex Capital from 2002 through 2015 where he served as the portfolio manager covering industrials.

However, as the market has evolved and grown, sellers have begun to use secondary sales as a portfolio management tool or to obtain liquidity at various times in the investment cycle.

Prior to joining the GEBS team, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios.

He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002.

The Index House is a division of Polaris Financial Inc., which is registered as a Portfolio Manager in the provinces of British Columbia, Alberta, Ontario, Quebec, and Nova Scotia.

Not only do the peoples of India, China, Turkey and other countries have a strong cultural affinity to gold — an obsession that will only intensify as incomes rise — but the metal still plays a vital role as a portfolio diversifier in times of economic and political uncertainty.

Each member of that team is registered as a Portfolio Manager — that means they have a certification in giving the kinds of advice they'll be giving.

She joined Wellcap Partners as an assistant portfolio manager, followed by a role at Boston Avenue Capital as a portfolio manager, during which time she took a role as interim Chief Operations Officer of Compumed, a public company specializing in medical devices for osteoporosis testing.

Jeremie Banet, the former Pimco portfolio manager who quit to sell croque - monsier sandwiches out of a truck a day after Bill Gross yelled at him, is coming back to Pimco as a portfolio manager.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

I have often discussed that as a portfolio manager I am not too concerned with what happens during the middle of the trading week.

As your portfolio grows, your allocation percentage will begin to shift as well.

Has increasing use of gold as a portfolio diversifier changed the response of its price to crises?

We expect this will be the first of many more patents to come, as our portfolio of blockchain patent applications is among the largest — if not the largest — in the world.

Nevertheless, in the Fund's 19 - year history 2008 stands out as the only significant loss year, and it is our job as portfolio managers to keep it that way.

Findings suggest that cryptocurrencies can be useful as a portfolio diversifier, and can offer investors a safe haven.

Prior to joining Tocqueville, Mr. Pandick was Vice President at Kirkbride Asset Management, Inc. for four years as Portfolio Advisor and Compliance Manager.

This was the time that many investors let fear take over and dismissed the fundamental reasons for owning gold: as a portfolio diversifier and store of value.

Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist.

No doubt I'll be looking at the higher growth stocks down the road as his portfolio is lacking any serious growth stock.

Philipp Brugger serves as a Portfolio Manager and member of the Multi Asset Strategies (MAS) team.

Prior to joining Allianz Global Investors in 2013, he served as a Portfolio manager and currency specialist at PIMCO from 2005.

Before that, Fernando spent 8 years at Bestinver AM where he served as portfolio manager together with Francisco García Paramés (CIO) and his current partner Alvaro Guzmán.

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

Chung joined the VRS in 2013 after serving as a Portfolio Manager at AllianceBernstein, where he managed G10 and emerging market FX strategies for both equity overlay and stand - alone mandates.

The chief investment officer and chairman of T. Rowe Price will step down next year as portfolio manager of one of the company's biggest investment funds.