Sentences with phrase «on your investment objective»

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.»

Investors should determine which bond products are right for them based on their investment objectives, risk tolerance, financial situation and other individual factors, and re-evaluate them on a periodic basis.

I think it depends on the investment objectives.

Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors, and reevaluate them on a periodic basis.

The money is then invested across a wide variety of assets like stocks, bonds, gold, etc. depending on the investment objective to earn returns.

Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors, and reevaluate them on a periodic basis.

As with all your investments, you must make your own determination as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation.

My options trading strategies are varied enough to cater to all investors depending on their investment objectives, risk tolerance and available assets.

The type of product choice is totally dependent on your investment objective (s) and investment time - frame.

These all - in - one funds automatically offer a balanced mix of stocks and bonds depending on your investment objectives and desire for risk, whether it's conservative, aggressive or in the middle.

So, ideally you need to pick a category based on your investment objective and time - frame.

Equity funds can be further classified into types based on the investment objective into index funds, sector funds, tax - saving schemes and so on.

Keeping these requirements in mind, there are three key kinds of mutual funds based on the investment objective.

The prospectus contains more complete information on the funds, including information on their investment objectives, strategies, risks, and advisory fees and other expenses; you should read the prospectus carefully before investing or sending in money.

2 — It can be both (depends on your investment objective and your financial goals).

A balanced portfolio for you depends on your investment objectives and financial circumstances.

Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Their ideal proportions depend on the investment objectives and the risk - absorption capacity of the owners.

However, because of the structure of these products, their rebalancing methodologies, and the math of compounding, extended holdings beyond one day or month, depending on the investment objective, can lead to results very different from a simple doubling, tripling, or inverse of the benchmark's average return over the same period of time.

Our expert staff will manage your investments by analyzing opportunities globally in order to provide you with the best return based on your investment objective and risk tolerance.

Dear Thomas, 1 — It's more of a portfolio realignment based on my investment objectives, nothing to do with the Fund's profile.

Dear Sudharshan, Glad to know that you like my Blog posts Regarding TATA Balanced Fund: It's more of a portfolio realignment based on my investment objectives, nothing to do with the Fund's profile.

They invest in different types of stocks depending on their investment objective and strategies.

Dear Ajay, The quantum of money should based on your investment objective & financial goal.

Bottom line: depending on your investment objectives, bars and coins may not be the best idea to base your gold investment strategy on but they certainly can make up an enjoyable and rewarding piece of your overall plan.

Asset allocation depends mainly on your investment objectives, and should take into consideration other factors, such as age and risk tolerance.

If you are clear on your investment objectives first, you have a basis for evaluating whether potential investments, including capital guaranteed or protected products, are likely to meet your needs and investment goals.

The asset allocation strategy you choose for any Custom Strategy should be based on your investment objectives, risk tolerance, time horizon, and other factors you determine to be important.

Its basically a ULIP plan which invests in 3 funds based on your investment objective / age.

It depends on your investment objectives, which is why is it is important to be diversified and not have your nest egg all in one basket.

Not exact matches

Supply chain management and the closely related concept of logistics underpin business and corporate strategy and objectives and guide decisions on market share, investment, continuous improvement processes and assets.

The bill's main objective — capping future government spending on healthcare at rates that won't gobble up a bigger and bigger share of national income, as well as leaving more resources for investment and entrepreneurship — is exactly what government needs to do.

Using data to tie marketing back to return on investment has helped marketers reach new levels of influence, removing the traditional «fluff» of marketing and replacing it with objective measurement.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Investments in a mutual fund are selected and monitored by a professional portfolio manager who decides when to buy and sell the investment held by the fund, based on the fund's investment objectives.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Those who want to manage their own portfolios and make their own investment decisions, with objectives ranging from planning for long - term goals like retirement, to acting on shorter - term market opportunities — and sometimes both.

The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation and full integration of impact objectives into an investment portfolio.

As for our actual investment position, that's always driven by the objective evidence, and on that basis we are defensive.

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.

Brookfield Business Partners» investment objective is to generate long - term returns of at least 15 % on its investments.

Here is a chart highlighting my current public investment allocation versus Personal Capital's recommended investment allocation based on my financial objectives.

Founded in 1993, The Investor Protection Trust works both nationwide and on a grassroots level to provide independent objective investor education needed by all Americans to make informed investment decisions.

For each investment, we take a detail - oriented and thorough approach to the acquisition, on - going asset management and eventual disposition with the objective of driving value for our investment partners.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

Through a systematic approach, our wealth advisors help clients meet their investment objectives without taking on excessive risk.

Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon, and risk tolerance.

Any particular investment should be analyzed based on its terms and risks as they relate to your specific circumstances and objectives.

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).