Sentences with phrase «of equity investment strategy»

Institutional investors should also annually disclose to the public how the main elements of their equity investment strategy are consistent with the profile and duration of their liabilities.

«The moves announced today are substantial, although the market was already pricing in a substantial good news flow,» Rob Aspin, head of equity investment strategy, Standard Chartered Bank said.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Not exact matches

Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of beating global inflation.

If they take on investment over time from venture capitalists, angel investors, equity investors, or individuals, they usually give up a portion of the company, or shares, and those shareholders will have a say in any potential exit strategy.

Wilmot runs through a bunch of investment strategies that might see renewed interest in light of these financial conditions, ranging from equity funds that offer some sort of hedge against volatility to big - data - driven quant funds.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Fairview's co-investment strategies offer one of the most efficient means through which direct investment opportunities with best in class private equity firms can be accessed.

We also complement our equity and fixed income investments with the selective use of the covered call option strategy to further enhance returns.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

Omar Aguilar is Chief Investment Officer (Equities and Multi-Asset Strategies) of Charles Schwab Investment Management Inc. (CSIM), a subsidiary of The Charles Schwab Corporation.

In addition, Chris was a senior member of Makena's Absolute Return investment team, where he focused on hedge fund investments across numerous strategies, including distressed credit, hedged equity, structured credit, specialty finance, macro and reinsurance.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

Equity crowdfunding is an equally high - risk investment strategy and because it's still relatively new, pinning down an average rate of return is difficult.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

If you are ready to accept outside investment and believe you will be able to access sufficient financing from private investors, develop a long - term financing strategy for your business that plans for equity investment and the use of debt to start and scale your business.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Such strategies involve investing predominantly in corporate credit, including senior secured and mezzanine loans and high yield, distressed and high grade debt securities, private equity controlled positions, real estate investment and investment in pools of non-performing loans in Europe and Asia.

After such a successful career, how could one not be optimistic about the future of growth equity investment opportunities; Dick said he thinks «the future of growth equity is unbounded, particularly as quality, new companies continually decide to defer IPO's so they can optimize their debut after key strategies are in place.»

The list highlights the top private capital investors focused on the growth equity segment and was based on a combination of fund performance, consistency of returns, capital raised, investment strategy and partner experience.

Stuart Freeman is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiInvestment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiinvestment expertise and advice to help investors manage risk and succeed financially.

Any equity holder in a private company should consider the advantages of the secondary market, as it enables an investor to utilize a diversified investment strategy.

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

If you're relatively young, say under 40 years old, investing the majority of your equity exposure in dividend yielding stocks is a suboptimal investment strategy in my humble opinion.

Omar Aguilar is Chief Investment Officer (Equities and Multi-Asset Strategies) of Charles Schwab Investment Management Inc. (CSIM), subsidiary of The Charles Schwab Corporation.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

KKR Real Estate is a global provider of equity and debt capital across real estate investment strategies.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Sean Lynch is the co-head of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiInvestment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed fiinvestment expertise and advice to help investors manage risk and succeed financially.

The size of US equity holdings held by volatility - targeting investment strategies may be larger than $ 0.5 trillion today.

Fast forward and Tusk, who'd accepted his Uber pay in equity and today oversees both a political strategy firm as well as a venture fund, tells us that he's cashing out his shares as part of the new investment being made by a SoftBank - led consortium of investors who are buying both primary and secondary shares.

Of course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performeOf course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performeof how these two investment strategies have previously performed.

«Our investment strategy is premised on purchasing long equity securities of companies with low levels of debt on the investee company's balance sheet.»

The strategy times the allocation of capital to equity ETFs or short - duration Treasury securities when investment opportunities are limited.

Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]

This portfolio invests in a combination of four underlying equity funds with distinct investment strategies.

Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.

HFRI Macro Index is composed of a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed income, hard currency, and commodity markets.

With decades of investment experience and diverse perspectives across the globe, our equity team members bring an unparalleled depth and breadth of expertise to the management of client strategies.

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of derivatives.

Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan's Global Equity strategies.

Specifically, a plaintiff seeking to challenge an equity QE program would have to show that he had been injured in some personal and tangible way, not merely that the value of his portfolio had declined (which presumably would also have happened to others pursuing a similar investment strategy).

Former MD of Investment & Strategy at the World Gold Council and CEO of Swapstream, Marcus was also global head of equities at Rabobank and a top rated investment strategist at UBS, Salomon Brothers and SBInvestment & Strategy at the World Gold Council and CEO of Swapstream, Marcus was also global head of equities at Rabobank and a top rated investment strategist at UBS, Salomon Brothers and SBinvestment strategist at UBS, Salomon Brothers and SBC Warburg.

PCEF holds three flavors of CEFs: Investment - grade fixed income, high - yield fixed income and equity covered - call strategies.