Sentences with phrase «of allocation decisions»

While relatively risk - averse overall, current income strategies can be included in a range of allocation decisions across a gradient of risk.

It's an anachronistic distortion of the allocation decision of Canadian investors.

As noted above, the Court of Appeal and Supreme Court's denials of leave to appeal on each of the Allocation Decision and entitlement to post-filing interest are significant positive developments in Nortel's longstanding CCAA proceeding.

After a joint hearing by both Courts, substantially all of the relief sought by the parties seeking reconsideration or clarification of the Allocation Decision was denied.3

Not exact matches

Together, they will guide decisions made by you and your team members and will help determine the allocation of energy and resources.

The advisory firm says Cation has put forward a «reasonably compelling case» for board change to allow better capital allocation decisions, enhance profitability and ensure appropriate alignment of executive compensation.

Distressed governments have always been obliged to protect the health and safety of their citizens and to make difficult decisions regarding the allocation of scarce resources when budgets are tight.

The study simulated a negotiation in the context of resource allocation, in which one group of participants was given the opportunity to voice their opinions prior to the final decision, and the other group was not.

The depth and breadth of our investment capabilities cover all asset classes, enabling asset allocation decisions to meet specific investment objectives and solve real client needs.

Instead, when building your portfolio, first think carefully about economic conditions, then make your asset allocation decision and after that, head to the back of the store.

However, the overwhelming growth in exotic ETFs means investors risk losing themselves in arcane ETF details at the expense of ignoring the big asset allocation decision.

Management uses financial statements to make capital allocation decisions — ideally, they want to maximize the growth of their highest - profiting departments

Our alpha transmission process centers on making key decisions across all four of our alpha pods — duration, sector allocation, yield curve and currency.

In my opinion, corporate dividend growth policies are largely determined by the asset allocation decisions of the management teams.

The vast majority of 401 (k) participants did not make any asset allocation changes during the market downturn, but for those who did it was a fateful decision that had a lasting impact.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

Russ Koesterich, Portfolio Manager of the BlackRock Global Allocation Fund, explains why good investment results will require good decisions in 2017.

In charting asset allocation decisions, we see the current situation as a replay of the economy of 2004 - 2007, but with some key differences.

These investment decisions and active asset allocation shift based upon our views of the economy and market environment.

It should be no surprise that many countries in the late stages of their own investment - growth «miracles» have tried this kind of transformation, but none has ever managed so radical a change within its financial sector quickly enough, at least in part because the capital allocation decision is at the heart of distributional politics.

Russ Koesterich, Portfolio Manager of the BlackRock Global Allocation Fund, explains why good investment results require good decisions.

However, final allocation decisions should be based on a thorough understanding of the investment categories.

«We find it hard to argue with the accelerated pace of subscriber additions as the conceptual proof of its capital allocation decision, and we also expect the Street to continue to underwrite the investments,» Ju said.

Outside the U.S., asset allocation decisions are typically made by an independent board of trustees for the specific plan.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

The integration of gender diversity criteria into an investment portfolio should be considered alongside traditional asset allocation and overall investment strategy decisions.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any more than 10 to 15 minutes making asset allocation decisions once I closed on a large account.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

You could invest your money in a target - date retirement fund in line with your approximate retirement year, choose a target allocation fund based on the level of risk and return that you're comfortable with, or go with a managed account and let an advisor help you make decisions.

The corporate trend has been towards smaller more focused companies that can make specific strategic decisions and better capital allocation plans rather than being obscured by the overall mass of the parent company.

More directly, attribution analysis measures the portfolio effects of a given manager's investment decisions, focusing especially on overall investment policy, asset allocation, security selection and activity.

Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.

Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

Technology companies can grow quickly (in the case of Apple) making capital allocation decisions around growth versus profit challenging.

At peak, this research helped steer the tactical allocation decisions for upwards of $ 10bn.

The act of buying back shares of stock is a separate capital allocation decision, regardless of the reason why you're buying those shares.

Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation decisions

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

Proxy advisory firm ISS said the dissident «has made a reasonably compelling case for some change to the incumbent board to facilitate improvements to capital allocation decisions, to enhance profitability and to ensure appropriate alignment of executive compensation.»

Remember, you're already far better off than the vast majority of investors because you selected an asset allocation with your eyes wide open to its historical returns and volatility, so you can rest easily knowing that you made a well - educated decision.

However, when equity market volatility increases to a point that makes us uncomfortable, it is often this stable part of our portfolio that quells the inclination to make rash decisions, allowing us to stick with our asset allocations when times get tough.

Further, the questions of how national sales, cost allocations and strategic technology decisions are handled just provided more points of conflict, atop ones of strategy and personality.

This effort will inevitably involve individual congregations in difficult decisions concerning the allocation of resources formerly committed to the traditional mission agenda.

«Because of the continued allocation of funds from the Barnett Formula [used to allocate Scotland's share of the UK budget], and because of the power to raise revenue within the Scottish Parliament, then the final decision about what we spend on the NHS is not going to be made by anyone outside Scotland.

Daly and Cobb say there is plenty of room to complain about monopoly profits, but that is a complaint against monopoly, not against profits per se: «If one dislikes bureaucratic decision making then one must accept the market and the profit motive, if not as a positive good then as the lesser of two evils... We have no hesitation in opting for the market as the basic institution of resource allocation» (p. 48).

During a typical day, a significant portion of my time is spent navigating investment decisions and the allocation of capital.

And when it comes to the tough decisions of excess batter allocation, I usually just eat it Thank you for always watching Mandy < 3

Therefore, allocations of place funding do not always reflect subsequent commissioning and placement decisions made by local authorities and the following principles apply: