Sentences with phrase «of asset portfolios»

He has over 25 years of diversified financial services experience assisting commercial and investment banks, investors, and government agencies in the management, financing, sale and valuation of asset portfolios.

Create analytics and attribution reports that evaluate portfolio positioning relative to benchmarks, as well as explain the source of excess returns of the asset portfolios that back the company's annuity products

I went through the entirety of their asset portfolios at a cursory level, and got a firm understanding of how their business models worked.

Do you want to reduce the volatility of your asset portfolio?

Among other methods, they can estimate the value of each REIT's properties and compare its stock price to the per - share value of its asset portfolio net of debt and other liabilities (the P - NAV method) or they can predict each REIT's funds from operations over the next year to form an earnings valuation ratio (the P / FFO method).

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

• Anju Software Inc, a portfolio company of Providence Equity Partners, acquired the assets of Sylogent, a Newtown, Penn. - based provider of software and business services for the pharmaceutical industry.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

If you hold dividend - paying assets in a non-registered account, consider setting up an automatic transfer of that dividend income into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.

The Rosenthals say that core ethos won't change as the Sunset Marquis enters its second half - century in business, but they're already exploring the next evolution of other assets in the Raleigh portfolio.

«It's hard to know what the cause of the delay is,» said John Stephenson, portfolio manager at First Asset Funds.

That means rebalancing your portfolio at least once a year, by selling some of the assets that have done best — and exceeded their model allocation — and buying more of your laggards.

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.

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

When I ask van Beurden about that argument, he calls it «a red herring,» saying Shell would decarbonize its portfolio to avoid any chance of stranded assets.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

MetaStable's portfolio more than doubled in value in May alone, according to a source close to the fund; on June 23, after a Bitcoin and Ethereum price crash, the hedge fund reported total assets of $ 69 million in a regulatory filing.

So, while low oil prices will make this a trying quarter for the entire energy industry, companies with a more balanced portfolio of assets should fare better than the pure - plays.

It was this capacity for holding its purchasing power and moving in the opposite direction of other asset classes that long made gold the ultimate safe haven, something investors going back five centuries to Jakob Fugger the Rich have recommended one hold in one's portfolio.

«We identified $ 2 billion worth of assets across 15,000 households that had a really strong potential of leaving the portfolio,» Farrell says.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

• Lund International, a portfolio company of Highlander Partners, acquired the assets of RoadWorks Manufacturing, a Lafayette, Ind. manufacturer and distributor of aftermarket accessories to the heavy truck market.

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

You won't get the same quarterly disclosure of the underlying assets» performance as with pure - play public companies, says Richard Nield, a portfolio manager with Invesco.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

As the traders battle for the best portfolio of the year, FMHR trader Jim Lebenthal takes risk off the table, and Stephanie Link, TIAA Global Asset Management, is focusing on quality.

«When you build a portfolio, you don't put 100 percent of your money into the highest - returning asset,» Diczok said.

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

The CEO of Lebenthal Asset Management is up 8 percent this year in his CNBC Pro trading contest model portfolio.

These are charitable pools available in most states that combine assets of multiple beneficiaries into a larger portfolio.

• Midwest Wholesale Hardware, a portfolio company of High Road Capital Partners, acquired the assets of Strauss Lock Distributors, a Charlotte, N.C. - based door hardware company.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

With more than 1,400 staff, GIC says it manages «well over» $ 100 billion of assets, but does not disclose the exact size of its portfolio.

Having an idea of the historical probabilities of asset class declines should inform the way a portfolio is structured.

Oil majors and large independent drillers need to shore up their asset portfolios after several years of underinvestment during a price slump, analysts say.

Millennial Media's portfolio of assets includes TapMetrics, Condaptive, Metaresolver, Jumptap, and Nexage.

Ivory Johnson of Delancey Wealth Management explains the little - understood terms «asset allocation» and «portfolio diversification.»

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

Beyond the performance of the assets in Temasek's portfolio, the market will likely be watching for the company's outlook after Singapore's GIC, which manages the city - state's foreign reserves, issued a cautious outlook on Monday.

Maintaining a good understanding of financial terminology will help you better determine how an asset will fit into your financial needs and thus aid you in building a strong investment portfolio.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Steven Ricchuito, Mizuho Securities chief economist, and Joe Zock, Tocqueville Asset Management portfolio manager, discuss the state of the markets and economy following the Federal Reserve's May FOMC meeting.

Options provide another tool that investors can use to protect their assets and add a degree of certainty to their portfolio's performance.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

«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.

Retail investors can work to maintain a diverse portfolio by employing asset allocation strategies that force holders to maintain set percentages of different assets.

Glazer, a portfolio manager with $ 2.5 billion in assets under management, believes some of the biggest tech names are in a danger zone.