Sentences with phrase «over your investment strategy»

Zeisser disagreed with Executive Vice Chairman Joe Tsai over investment strategy, sources familiar with the situation said.

Tsai and Zeisser disagreed over investment strategy, one source familiar with the situation said.

Not exact matches

Sharmin Mossavar - Rahmani is the CIO of the Private Wealth Management Group at Goldman Sachs where she guides the investment strategy for clients with over $ 10 million in assets.

She guides the investment strategy for clients with over $ 10 million in assets.

San Diego financial planner Andrew Russell points out that some of Bush's active funds with complicated investment strategies — like Wasatch Long / Short Investor (FMLSX), with average annual returns of 3.2 % over the past decade, and Wells Fargo Advantage Absolute Return (WABIX), up 4.7 % — have lagged plain vanilla index funds.

Whether you intend to pass your business on to family members or employees or your goal is a buyout, having an exit strategy in place can give your company an edge over the competition in winning investment dollars.

If you're still trying to round up investment dollars, the strategy should be part of the business plan you present to win them over.

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.

My uncle took over the U.K. business, Associated British Foods, following a strategy that ultimately divested the retail business and increased investment in ingredients — oils, flours, sugars and the like.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

Prior to his current role, Kurt was a Global Investment Strategist with responsibility for presenting BlackRock's multi-asset investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research andInvestment Strategist with responsibility for presenting BlackRock's multi-asset investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research andinvestment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research andinvestment research and strategy.

Asset Management also has continued to deliver solid investment performance with over 76 % of its long - term strategies outperforming their respective benchmark on a 3, 5 and 10 - year basis (as of August 2011).

We offer Swedish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

We offer Danish investors a range of over 80 funds and investment strategies, which invest across different market sectors, geographies, asset classes and investment styles.

Over decades, Cowen's leadership has proven its ability to utilize balance sheet capital to build, grow and foster the investment teams that have brought vital and relevant strategies to our clients.

There can be no guarantee that any investment product or strategy will provide positive performance over time.

An investment strategy is meant to work over the long term through market ups and downs, so investors need to keep a short - term pullback in perspective.

Execution of the company's strategy resulted in strong earnings growth during the life of NEP's investment and an exit multiple of over 3x greater than the initial purchase price.

«The programme will be executed consistent with the company's capital allocation strategy of prioritizing investment to grow the business over the long term.»

Over the course of three months, our EIRs are integral members of our team, attending our Monday partner meetings, sitting in on regular strategy sessions and working with the entire investment team to source, evaluate and champion investments.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

The point is that even though all target date funds reduce investment risk over time, each fund has its own strategy for how and when to do that.

It's funny how investment strategies change over time.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

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

In the same year, Wes was featured in Barron's where he offers a look back over his career in addition to offering an overview of the income - oriented investment strategy that he pursues for his clients.

Over his more than 20 years of investment management experience, Wander has been intimately involved in the design, development, and oversight of a wide range of active, indexed, and alternative fixed income strategies.

The mutual fund investing strategy goes well over my head but I do know that I have mostly slow and steady investments and one or two aggressive funds as well.

Over his more than 20 years of investment management experience, Mr. Wander has been intimately involved in the design, development and oversight of a wide range of active, indexed and alternative fixed - income strategies.

Our seasoned leadership team has over 50 years of combined experience in investment banking, strategy consulting, technology and entrepreneurship.

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over theStrategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over thestrategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

The reason commercial investment firms and commercial banks all over the world, no matter if they are located in Cologne, Madrid, Reykjavik, Buenos Aires, New York, London, Wellington, Melbourne, Toronto, Vancouver, Montreal, Shanghai, Kunming, Hong Kong, Singapore, or Nairobi try to convince all clients to embrace diversification strategy as an essential part of their wealth building plan is not because it actually works, but because it covers up the weaknesses and flaws of an unqualified financial consultant.

That profound impact of opposing movements is why hedged and alternative investment strategies should always be evaluated over complete market cycles, rather than the advancing or declining portion alone.

Additionally, the classification of a sustainable investment strategy has shifted over time (think «sin stocks» versus ESG factors), making measurement and comparisons somewhat complicated.

Let's just say that the signal - to - noise ratio for investors has degraded substantially over the yearsIn spite of the large increase in investment information relative to the past, there is little evidence that active managers in aggregate have improved their performance relative to passive strategies.

With over 20 years of global market experience, Alessandro's strong background in the field of interest rates, central banks and European financial regulations helps to further strengthen AXA IM's global investment strategy and asset allocation.

Our investment strategy is guided by our «Convergence Velocity Narrative» thesis and believe in discretion and business execution over hype.

If there is money left over from a financial windfall, adopt a conservative, long - term, income - focused investment strategy, such as covered calls, said Scanlin.

Incidentally, the book was in part inspired by a development in my personal investment strategy over the past year or so, which has made me re-evaluate some of my earlier thinking.

However, over the years, I've developed an investment strategy that fits perfect to my needs and lets me sleep rather well at night even during turbulent stock market periods.

«Costs are also important to the retired investor, as high costs can substantially reduce one's income stream and principal balance over time,» said Francis Kinniry Jr., CFA, a principal in the Vanguard Investment Strategy Group, in a press release.

Over 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles

Forecasts & Strategies uses a high - gain, low - risk way to reach your investment goals, with over a 30 - year track record of success!

One way to look at the effectiveness over shorter investment horizons is through Base Rates: how often the strategy is outperforming the average stock in the universe on a rolling investment horizon.

Even knowledge of the «hard» sciences advances over time; a unified theory of the investment world is similarly beyond our grasp — as is a full understanding of any one strategy, no matter the current pile of historical evidence.the research puzzle For more thoughts on the topic, see this posting on «decaying beliefs.»

Institutional - Style Diversification Access to over 180 investment strategies in a single portfolio

Bonus: Your free registration includes our Inside the Deal Segment — your chance to examine a real investment over the life of the investment to see the strategies used to buy the property, build incredible cash flow, and how to do it all tax free!

Among the alternative investment strategies, private capital strategies with typically longer - holding periods (such as buyouts and private infrastructure) may hold an advantage over hedge funds or those private capital strategies with typically shorter - holding periods (such as distressed debt and direct lending).

We own shares of over 2,000 companies worldwide and don't need to worry about tracking them separately, thanks to our passive investment strategy.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.