Sentences with phrase «of meeting the investment goals»

You can potentially reduce your investment risk and increase your chances of meeting your investment goals by strategically allocating your investments among each of the major asset classes based on your unique financial goals, risk tolerance, and time horizon.
• An IPS compels the investor and the investor's advisors to be more disciplined and systematic in their decision making, which is in itself, should improve the odds of meeting the investment goals.

Not exact matches

In December of 2013, the OPES Impact Fund made an equity investment in AFRIpads that will help the company meet its goal of reaching 500,000 women and girls by 2015.
With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.
A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.
We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.
You will have some of the best investment minds in the business overseeing and monitoring your investments throughout the year to help ensure you're on track to meet your goals.
Whether it's investing in a single - family flip property, taking advantage of our apartment syndication platform, or finding the perfect commercial asset, we partner with you to deliver investments that meet your investment goals.
We enable investors to invest in small groups of their own choosing and meet highly specialized goals while enjoying the efficiency of a large investment entity.
Mr. Webb said that after a day and a half of meetings, the nine - member board concluded that it could minimize the tax bill and achieve the same goal — separating the Alibaba investment from the rest of Yahoo — by reversing the direction of the transaction.
With a model portfolio of stock and bond mutual funds, experienced financial professionals actively manage your investment assets, helping you meet your financial goals.
That's why it would be a disservice for me to recommend a «safe investment» option without informing people of a riskier alternative — earning too low of a return to meet their financial goals
Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
In conclusion, by avoiding these common mistakes, you will easily meet your investment goals and save yourself from lot of regrets.
An appropriate amount of market risk may be necessary because it's difficult to meet long - term goals with only short - term investments.
«People are often surprised to learn just how much of their long - term investment returns go to taxes, and how much of a difference that can make in terms of whether or not they will meet their financial goals,» said Lisa Shalett, Morgan Stanley Wealth Management Head of Investment and Portfolio Sinvestment returns go to taxes, and how much of a difference that can make in terms of whether or not they will meet their financial goals,» said Lisa Shalett, Morgan Stanley Wealth Management Head of Investment and Portfolio SInvestment and Portfolio Strategies.
Financial Planning part was also superb covering Systematic & structured way of Balanced investment to meet our future goals with peace of mind.
Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.
Time for some brutal honesty... this team, as it stands, is in no better position to compete next season than they were 12 months ago, minus the fact that some fans have been easily snowed by the acquisition of Lacazette, the free transfer LB and the release of Sanogo... if you look at the facts carefully you will see a team that still has far more questions than answers... to better show what I mean by this statement I will briefly discuss the current state of affairs on a position - by - position basis... in goal we have 4 potential candidates, but in reality we have only 1 option with any real future and somehow he's the only one we have actively tried to get rid of for years because he and his father were a little too involved on social media and he got caught smoking (funny how people still defend Wiltshire under the same and far worse circumstances)... you would think we would want to keep any goaltender that Juventus had interest in, as they seem to have a pretty good history when it comes to that position... as far as the defenders on our current roster there are only a few individuals whom have the skill and / or youth worthy of our time and / or investment, as such we should get rid of anyone who doesn't meet those simple requirements, which means we should get rid of DeBouchy, Gibbs, Gabriel, Mertz and loan out Chambers to see if last seasons foray with Middlesborough was an anomaly or a prediction of things to come... some fans have lamented wildly about the return of Mertz to the starting lineup due to his FA Cup performance but these sort of pie in the sky meanderings are indicative of what's wrong with this club and it's wishy - washy fan - base... in addition to these moves the club should aggressively pursue the acquisition of dominant and mobile CB to stabilize an all too fragile defensive group that has self - destructed on numerous occasions over the past 5 seasons... moving forward and building on our need to re-establish our once dominant presence throughout the middle of the park we need to target a CDM then do whatever it takes to get that player into the fold without any of the usual nickel and diming we have become famous for (this kind of ruthless haggling has cost us numerous special players and certainly can't help make the player in question feel good about the way their future potential employer feels about them)... in order for us to become dominant again we need to be strong up the middle again from Goalkeeper to CB to DM to ACM to striker, like we did in our most glorious years before and during Wenger's reign... with this in mind, if we want Ozil to be that dominant attacking midfielder we can't keep leaving him exposed to constant ridicule about his lack of defensive prowess and provide him with the proper players in the final third... he was never a good defensive player in Real or with the German National squad and they certainly didn't suffer as a result of his presence on the pitch... as for the rest of the midfield the blame falls squarely in the hands of Wenger and Gazidis, the fact that Ramsey, Ox, Sanchez and even Ozil were allowed to regularly start when none of the aforementioned had more than a year left under contract is criminal for a club of this size and financial might... the fact that we could find money for Walcott and Xhaka, who weren't even guaranteed starters, means that our whole business model needs a complete overhaul... for me it's time to get rid of some serious deadweight, even if it means selling them below what you believe their market value is just to simply right this ship and change the stagnant culture that currently exists... this means saying goodbye to Wiltshire, Elneny, Carzola, Walcott and Ramsey... everyone, minus Elneny, have spent just as much time on the training table as on the field of play, which would be manageable if they weren't so inconsistent from a performance standpoint (excluding Carzola, who is like the recent version of Rosicky — too bad, both will be deeply missed)... in their places we need to bring in some proven performers with no history of injuries... up front, although I do like the possibilities that a player like Lacazette presents, the fact that we had to wait so many years to acquire some true quality at the striker position falls once again squarely at the feet of Wenger... this issue highlights the ultimate scam being perpetrated by this club since the arrival of Kroenke: pretend your a small market club when it comes to making purchases but milk your fans like a big market club when it comes to ticket prices and merchandising... I believe the reason why Wenger hasn't pursued someone of Henry's quality, minus a fairly inexpensive RVP, was that he knew that they would demand players of a similar ilk to be brought on board and that wasn't possible when the business model was that of a «selling» club... does it really make sense that we could only make a cheeky bid for Suarez, or that we couldn't get Higuain over the line when he was being offered up for half the price he eventually went to Juve for, or that we've only paid any interest to strikers who were clearly not going to press their current teams to let them go to Arsenal like Benzema or Cavani... just part of the facade that finally came crashing down when Sanchez finally called their bluff... the fact remains that no one wants to win more than Sanchez, including Wenger, and although I don't agree with everything that he has done off the field, I would much rather have Alexis front and center than a manager who has clearly bought into the Kroenke model in large part due to the fact that his enormous ego suggests that only he could accomplish great things without breaking the bank... unfortunately that isn't possible anymore as the game has changed quite dramatically in the last 15 years, which has left a largely complacent and complicit Wenger on the outside looking in... so don't blame those players who demanded more and were left wanting... don't blame those fans who have tried desperately to raise awareness for several years when cracks began to appear... place the blame at the feet of those who were well aware all along of the potential pitfalls of just such a plan but continued to follow it even when it was no longer a financial necessity, like it ever really was...
Community benefits include meeting locally defined goals such as affordable or senior housing, creating or retaining career opportunities, leveraging public / private investment, or generation of additional sources of revenue for local communities.
«New York should set a goal of 100 percent green energy by 2030 and then scale up its policies and investments to meet that goal,» he said.
The project will help meet the country's overarching FIP goals by addressing the underlying drivers of deforestation and catalyzing transformational change through up - front investment to support the country's strategy on Reducing Emissions from Deforestation and Forest Degradation, sustainable management of forests, and enhancing forest carbon stocks (REDD +).
«When the stock market doesn't meet lofty investment goals set by state officials, it's taxpayer dollars that make up the difference,» said Tim Hoefer, executive director of the Empire Center.
Not nearly enough money is flowing into low - carbon investments to meet the goals of the Paris climate accord, according to a U.N. report released yesterday.
Last week, leaders of these massive, multi-institution projects and others around the world met at Johns Hopkins University in Baltimore, Maryland, to discuss an even loftier goal: a global neuroscience collaboration that would link their efforts and rival big science investments in astronomy and physics.
We are not making the investments needed to meet a long - term goal of 80 % reductions in CO2 emissions by mid century.
(5) Solicit contributions to the Cal - BRAIN program with a goal of achieving a nonstate funding match that meets or exceeds the financial investment by the state.
● Oversee the implementation of the educational vision across all campuses, and ensure schools are producing amazing outcomes for students ● Ensure all schools meet their academic and cultural goals ● Build a strong, collaborative team of principals ● Ensure schools are operationally strong, aesthetically beautiful and clean, within budget, and well - organized ● Oversee performance management systems and the hiring process across the schools ● Manage the college teams in supporting students as they prepare for college ● Provide individual development and management to school principals through one - on - one meetings, coaching, modeling, planning, and feedback ● Lead regular professional learning for school leaders (topics such as instructional leadership, personnel management, school operations, data analysis, school culture, and family investment) ● Study and analyze data on an ongoing basis ● Work with school principals to develop and implement action plans based on academic results
The other large basket of waivers the board approved last year were given to districts enrolled in the Quality Education Investment Act - a program that came out of a court settlement and offered struggling schools extra state support on the condition of meeting several performance and administrative goals.
Absent typical capital market investor concerns regarding return horizons and financial liquidity, the Federal Government can become the «patient investor» whose long - term view of asset returns enables the project's non-Federal financial partners to meet their investment goals, allowing the borrower to receive a more favorable financing package.
Building a platform in a strategic and focused way, in order to meet a goal such as securing a book deal, requires a significant investment of your time, energy, and resource.
This gives people the ability to add tiers of investment and if the financial goals are met the project can go forward.
U.S. Bancorp Investments offers a range of investment products designed to help meet your personal investment goals, risk objectives and investment horizon.
Institutional investors, such as pension funds, mutual funds, unit investment trusts, endowments, insurance companies and others looking for diversification or to match liabilities can use these securities to help ensure their investment goals are met and to protect the value of their investments.
With the DRS, Swan believes it has an excellent investment solution that is transparent, repeatable, and scalable.This solution seeks to actively address the biggest threat investors of all types have in meeting their goals, namely, the devastating impact that bear market sell - offs have on an investor's wealth.
There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives.
So you see here how the significantly shorter investment time horizon of 15 years requires you to earn more on your investments in order to meet your goal.
From construction and repositioning to permanent financing, we offer the full spectrum of commercial real estate financing solutions to help you meet your business and investment goals.
These funds can be used to potentially add more income (see the accompanying chart) while helping you step out of cash and meet short - or long - term investment goals.
«Offering high - quality services at a lower cost and providing our customers with compelling investment opportunities are integral features of our vision,» says Thomas Peterffy, Chairman, Founder and Chief Executive Officer, Interactive Brokers Group, Inc. «NextShares support this vision and can help investors meet their long - term investment goals
He will be able to guide you on the types of investments that will help you meet your investment goals.
You will have some of the best investment minds in the business overseeing and monitoring your investments throughout the year to help ensure you're on track to meet your goals.
Adding one or more of these investment types to a portfolio may help an investor meet monthly expenses, or plan for longer term goals like saving for college or retirement.
Regardless of where you're starting and what percentage of income you're trying to save, taking enough risk by investing in stocks and keeping investment expenses minimal by choosing low - cost ETFs and mutual funds are essential to meeting your goal.
Bonds can help you meet a variety of financial goals such as: preserving principal, earning income, managing tax liabilities, balancing the risks of stock investments and growing your assets.
Examine your time horizon for meeting your goals, and consider how comfortable you may be riding out short - term losses in the value of your investments.
In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies.
First Citizens can help you meet your long - term investing and retirement goals with a variety of available products and services, investment guidance, retirement planning and more.
Investment Portfolio Management is the art of putting together and managing various investments to meet specific goals.
Chautauqua Capital Management's International Growth and Global Growth Strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to:
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