Sentences with phrase «of changes to the portfolio»

In light of these changes to the portfolio mix and the resultant weighted average rating factor, the Manager understands that the units of the Fund have been downgraded to «BBBf» by Standard and Poor's.

During the first quarter I made a number of changes to the portfolio.

Not exact matches

In an attempt to stay ahead of the ever - changing game in retail, Pennsylvania Real Estate Investment Trust Chairman and CEO Joseph Coradino recently sold off 40 percent of his company's portfolio, he told CNBC.

Small changes to a fee structure of a fund can dramatically affect the returns of a retirement portfolio.

Walmsley has been in place for around a year, but has already replaced nearly half of GSK's top executive team and has made sweeping changes in its R&D team, while shutting down many of its clinical drug trials in an effort to narrow the company's portfolio.

«The enlarged group would be geographically diversified with a large portfolio of businesses across both regulated and developing markets, with the scale and resources to address the dynamics of a rapidly changing global industry.»

Rackable incorporated the new technology into its own portfolio of products and changed its name to SGI.

The surprise move silenced critics of the program (at least temporarily), incensed the legions of businesses who'd come to rely on it and, perhaps most importantly, told the world that Kenney — who's only been helming the prestigious jobs portfolio since July 2013 — is a man capable of enacting changes that have a massive effect on the 1.1 million employers under his jurisdiction.

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

Morrison has been one of the more aggressive CEOs in trying to reshape the company's portfolio in response to changing consumer demand.

After all, the world has changed and throwing a couple of tech stocks or industrials into a portfolio isn't going to cut it.

The robo advisor will react to market fluctuation and changing circumstances to adjust portfolio positions or even get out of them completely if necessary.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

Despite the many changes to the company over the years, Canada's Globe and Mail newspaper has remained part of the family portfolio, evidently an heirloom with sentimental value all its own.

This type of investing takes into consideration that individuals have many levers — investment portfolios, philanthropy and time and skills — at their disposal to effect change in the world.

Matthew Strauss, vice-president of portfolio management with Toronto's Signature Global Advisors, adds that, since the recession, the focus has changed from buying export - focused companies to businesses that sell to the domestic consumer.

Analyst Adam Jonas highlighted GM's willingness to execute structural changes to the company's portfolio as support for a new price evaluation, including the recent sale of its European enterprise, Opel.

We strive to make portfolio changes at times of market extremes.

The hypothetical portfolios would then be rebalanced for each year of the study period — 1997 to 2014 — to reflect changes that would have occurred over the space of those years as new high - scoring companies were identified and added as a result of the yearly CHAA process.

Jack Hartings, chairman of the ICBA, asked the Alabama Republican about possible changes to the Consumer Financial Protection Bureau's «qualified mortgage» rule, including a proposal that would allow more loans held in portfolio to be considered QM, along with relief from some escrow requirements and balloon mortgage restrictions.

This comes after a year in which ALEC, with help from groups like the Heartland Institute, a libertarian think tank skeptical of climate change, failed in all of their coordinated attempts to roll back renewable portfolio standards (RPSs).

This means your asset allocation on the remaining portion of your investment portfolio needs to change or else you might have too much of your net worth exposed to equities.

While most investors who have a long - term plan probably don't need to make any portfolio changes in anticipation of a spike in market volatility, some more active investors may want to take action to prepare for a correction.

As Benjamin Graham explained, «When changes in the market level have raised the common - stock component to, say, 55 % the balance would be restored by a sale of one - eleventh of the stock portfolio and the transfer of the proceeds to bonds.

Still, it's important to make sure that the different pieces of your portfolio are going to play the roles you want them to play when conditions do change, which they eventually will.

Changes in the retail sector may also cause some HNWIs to do some shifting and reorganizing within their real estate portfolios over the next five years as they look to reduce exposure to some types of retail real estate, he adds.

Adding these new names to the fund has also changed the complexion of the portfolio in terms of market cap.

Use this tool to model the potential impact of interest rate changes on both the value of your individual bond and CD positions and your overall portfolio.

If you start extrapolating 15 % a year returns in your portfolio due to the past four years, many of your other assumptions change e.g. age of retirement, rate of savings, spending decisions, and so forth.

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

I've set myself a stock portfolio target of $ 1 million, but if anything I might end up revising that down if I just get sick of the work I'm doing, and want to make a change in career without worrying about the money, or perhaps just cut down my hours.

One of the most difficult challenges of transitioning to retirement from the working world is a complete change in mindset with regards to an investment portfolio.

It seems like much of the retirement planning advice out there focuses on distribution rates, the percentage of income to replace, asset allocation changes or a determination of how much risk is suitable for a retiree's portfolio without ever considering actual living expenses or spending needs.

More changes may be afoot under Kelly, who is continuing his personnel review and is said to be targeting aides without clear portfolios of responsibility.

By comparison, only 19 % of Generation X investors (aged 35 - 54) are planning such a change to their portfolio, while 9 % of investors above the age of 55 are planning to buy in.

The BlackRock ® Diversified Income Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount of risk.

Active implies investors — or, more specifically, fund managers — making changes to a portfolio simply for the sake of change.

* All portfolio information provided is as of the date referenced, unless otherwise noted, and is subject to change.

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

$ 1.6 billion including debt, will be Hershey's biggest acquisition to date and shows just how serious Hershey is about expanding its portfolio to respond to, and potentially get ahead of, changing food trends, dietary concerns and new shopping habits.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

This increases my forward 12 - month dividend income by $ 24.00 to a total of $ 5,456.30 I also updated my portfolio page to reflect the change.

Though the Near - Term Tax Free Fund seeks minimal fluctuations in share price, it is subject to the risk that the credit quality of a portfolio holding could decline, as well as risk related to changes in the economic conditions of a state, region or issuer.

It's worth noting however, that bond ladders don't completely eliminate rate risk, the price of bonds in the ladder continues to fluctuate as rates change, and an investor will still face periodic reinvestment risk for some portion of the portfolio.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

Then we construct and manage customized, strategic portfolios that seek to maximize returns and balance long - term market fundamentals with a changing economic landscape of opportunities.

It's been difficult for me to determine how my mix of stuff has done vs. a given index because the PersonalCapital You Index feature takes your current portfolio weightings and backdates that rather than accounting for your trades, natural changes in value, added contributions etc

Technology and years of brokerage price wars have changed all that, to the point where, for less than fifty bucks, you can buy a fully diversified portfolio of thousands of stocks and pay pennies in expenses.

Given that spreading ownership of capital and increasing employees» share in economic rewards has bipartisan appeal, 37 the only valid answer to the question by Washington, Adams, Jefferson, Madison, or other time travelers is that, after four decades of neglecting policies to stimulate broad - based profit sharing and employee share ownership, we have changed course and are now placing them in the policy portfolio, if not at the center of economic policymaking that they occupied from the days of Washington to Lincoln.

The Company may enter into fair value hedges, such as interest rate swaps, to reduce the exposure of its debt portfolio to changes in fair value resulting from changes in interest rates by achieving a primarily U.S. dollar LIBOR - based floating interest expense.