Sentences with phrase «meet its investment objective by»

The manager intends to meet its investment objective by obtaining long or short exposures to its benchmark.

The principal purpose of investing in ETFs is not to meet the sustainable and socially responsible investment criteria, but rather to help the Fund meet its investment objective by obtaining market exposure to its target asset allocation.

Not exact matches

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

If I can meet my primary investment objective by simply investing in US based stocks with ample diversification, than that's good enough for me.

Our analysis shows that portfolio risk can be mitigated by diversifying across asset classes while meeting the specific investment objective, whether it's income, inflation protection or balanced asset class risk exposure.

If I can meet my primary investment objective by simply investing in US based stocks with ample diversification, than that's good enough for me.

As a result, Puerto Rico municipal bonds no longer meet the objective established by this investable investment grade index.

Index - Related Risks In order to meet its investment objective, each iShares ® fund will seek to achieve a return which reflects the return of its benchmark index as published by the relevant index provider.

Doing so permits Account Owners to tailor investments to their specific investment needs and objectives that may not be met by the broader Asset Allocation Investmeninvestment needs and objectives that may not be met by the broader Asset Allocation InvestmentInvestment Options.

We will not change the fundamental investment objectives of the Portfolio without the consent of unitholders by a majority of votes cast at a meeting of unitholders.

Screening Process: Each Fund is a «fund of funds» that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed income and equity funds that meets the Fund's investment criteria, including financial, sustainability and social responsibility factors.

Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.