Sentences with phrase «own investment judgment»

Taking a longer - term approach to talent resource development is just as important to the investor as it is to the client: It is hard to conceive of people making sound investment judgments over longer time - frames if investors themselves are not being evaluated and mentored with the same long term philosophy.
«The most important investment judgments at most big institutions and for most large portfolios are made by committees, but few realize the negative dynamics of group interaction.
Why do you think it makes more sense to look to Janet Yellen and Ben Bernanke as the root of your poor performance rather than flaws in your own investment judgment?
A money - management approach that seeks to outperform the market through the application of informed, independent investment judgment.

Not exact matches

He wrote a genuinely humble letter to his investors about his bad judgment that caused their investments to falter.
In actively managed funds, professional stock pickers use sophisticated research and human judgment to choose which investments to include in the fund.
Each of City Capital's Managing Directors has more than 20 years of investment banking experience, offering clients the judgment and transaction management expertise honed from successfully executing more than $ 60 billion of collective merger and capital market transactions.
Each of City Capital's Managing Directors has more than 20 years of investment banking experience, offering clients the judgment and transaction management expertise honed from successfully executing more than 500 investment banking transactions collectively.
Other fortunes were lost through confiscation, and bad judgment such as often is found with risky foreign investment.
Shkreli funded the Merrill Lynch settlement — and avoided the filing of the confessions of judgment — by causing a $ 900,000 investment in Retrophin equity securities made by MSMB Healthcare to be recharacterized as a «loan,» causing the «loan» to be repaid with interest, and using the «loan» proceeds together with other money taken from Retrophin to pay Merrill Lynch.
Buffett also said that two investment managers who recently joined the company, Todd Combs and Ted Weschler, «will be handling a few billion dollars in 2012, but they have the brains, judgment and character to manage our entire portfolio» when he and Charlie Munger, Berkshire's vice chairman, are no longer running the company.
If your investment went south, capitalism still functioned: no one was going to bail out your bad judgment.
However, he does have unparalleled judgment on when, why, and how much capital to deploy into a particular investment — what's going to work and what's not going to work.
Fiduciaries are solely responsible for exercising independent judgment in evaluating any transaction (s) and are assumed to be capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies.
For me, it was a like a real eye opener, right from how it's very important to have a Financial Plan and have an objective for investing, to Goals, having Patience and confidence on your stocks, when is the right time to invest, valuations, how and why small investors should invest, how to not let your judgment be clouded by others, teaching investment as an ART to our children, and how to avoid the pitfalls of investing.
Funds that are actively managed could experience losses if the investment managers» judgment about markets or interest rates, or the attractiveness, relative values, liquidity or potential appreciation of particular investments prove to be incorrect.
The final bill is more broadly worded, appropriating the same amount for «transformative economic development projects,» further defined as those that, in the judgment of ESDC, «will catalyze private investment resulting in significant economic development reflected in the creation of temporary and permanent jobs, the growth of the commercial and residential tax base or an enhancement of the environment and quality of life for residents of Nassau or Suffolk County.»
In my judgment, that kind of leadership will require a comprehensive and sustained effort from both our public and private sectors — including a robust investment in education (especially the STEM fields), a federal commitment to research and development, a renewed emphasis on next generation manufacturing, translating federally funded breakthroughs to commercial applications in the private sector, an immigration policy that enables us to recruit and retain the best and brightest scientists from around the world, and appropriate tax, regulatory, and legal policy.
National data is surprisingly sparse — too sparse, probably, to make meaningful judgments about return on investment — but the available evidence indicates that PSM graduates are finding work, and it's mostly well - paid.
«Seeking to substitute your judgment for the determinations of NSF's merit review process is the antithesis of the successful principles our nation has relied on to make our research investment decisions,» she wrote in an October 2014 letter.
Capital investment and school place planning is a «long term endeavour», Barnes added, but, she said, Ofsted judgments «can and do change over time».
To do this, they use research, forecasts, experience and judgments to make investing decisions aimed at outperforming the investment benchmarks.
Ratings are fine in theory, and someone has to make judgments of relative risk, but the macro decision of what classes of investments are permitted, and what capital level to hold against them belongs to the regulators.
The logic goes that the absence of both fallible human judgment (apologies to the humans out there) and human salary requirements make indexing a performance - and cost - smart investment.
Passively managed funds require no human judgment for the selection of individual investments.
Some mutual funds are «actively managed,» which means the fund company's managers research and choose the fund's investments based on their best judgment.
Toward this end, all investment decisions are informed by analytical frameworks and sound portfolio manager judgment.
Here are some investment thoughts on snap judgments, the investors who make them and how they can hurt your portfolio.
But you still need to make a number of assessments and judgments that will help you choose among the many attractive investments that are available at any given time.
NextShares, which, as an exchange - traded managed fund («ETMF»), offer investors a new way to tap into and capitalize on actively managed strategies with potential cost and tax advantages, seek to outperform their benchmark index and peer funds based on their manager's investment insights and research judgments.
Each option presents different benefits and limitations with regard to available investment choices and services, fees and expenses, withdrawal rules, required minimum distributions, tax treatment, and protection from creditors and legal judgments.
Investment inputs are harder to work with than investment outputs, since it takes a judgment call to determine their riskInvestment inputs are harder to work with than investment outputs, since it takes a judgment call to determine their riskinvestment outputs, since it takes a judgment call to determine their risk or value.
The adviser's dependence on its DRS process and judgments about the attractiveness, value and potential appreciation of particular investments, ETFs and options in which Swan invests or writes may prove to be incorrect and may not produce the desired results.
Fundranker utilizes a technical investment system, which means no guesswork, no predictions, no judgments.
It is however important for investors to understand the fact that taxability is not the sole parameter on which to base your judgment of any instrument of investment.
In the case of investment real estate that has dropped significantly in value, this «deficiency judgment» can sometimes be very high.
Two of the important characteristics of common stock investment are the large profits that can come with proper handling, and the high degree of skill, knowledge, and judgment required for such proper handling.
The Fund is actively managed and could experience losses if the manager's and sub-advisors» judgment about particular Fund portfolio investments prove to be incorrect.
Instead, investors let the emotions surrounding the market overpower their judgment and push them off their planned investment course.
Thus, please do your own due diligence before making an judgments, assumptions, or investment decisions based on data provided here.
** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
This investment strategy solves two of the most common problems with investing; emotion clouds judgment and the general unpredictability of the market itself.
These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and tax consequences of rolling over employer stock to an IRA.
And Tom was not necessarily making a judgment on whether Apple is a good investment or not.
The Company's Board of Directors has utilized his judgment and suggestions, as well as those of J.P. Guerin, the Company's vice chairman, when selecting investments, and both of them will continue to play an important role in monitoring existing investments and selecting any future investments.
In the wonderland of investment, courage is the supreme virtue backed by adequate knowledge and sound judgment.
Such an exit depends solely on your judgment of market movements as well as your investment horizons.
Although the concept of risk capacity is objective, in actual practice, it is still linked to the investor's real world subjective judgments and emotions about investment losses.
Borrowers holding a portfolio of underwater investment properties will see their tax bill skyrocket in the event they successfully negotiate a short sale, deed in lieu of foreclosure or forgiveness of deficiency judgment after foreclosure.
For example, if you've lost investment property to foreclosure and a deficiency judgment has been entered against you, a subsequent lien on your primary residence may remain even after the bankruptcy.
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