Sentences with phrase «own investment management strategies»

Portfolio rebalancing provides protection and discipline for any investment management strategy at the retail and professional levels.

Her investment management strategy is what definitely needs changing as her monthly budget looks fine.

Learn how portfolio rebalancing provides protection and discipline for any investment management strategy by retail or institutional investors.

In fact, in a recent IFA.com, article Tom Allen and Mark Hebner discussed claims by Olstein that OFLAX and their active investment management strategy was superior to a passive index fund approach.

In exchange for paying more to engage in high tax and high cost active investment management strategies, participating investors will be taken on a much wilder investment roller coaster.

This is especially so for younger financial planners without the big education in investment management, nor the decades of experience in developing their own investment management strategies.

The firm serves both institutional and high - net - worth clients and offers a variety of investment management strategies based upon a foundation of intensive research and disciplined, process - oriented decision making.

My second main point is this: as a result, indexing, or any other secondary market investment management strategy does not affect capital allocation much at all.

The main purpose of a personal IPS is to help keep investment management strategies on track (relative to what was agreed upon between the money manager and the client upfront).

This allows you to get the benefits of this passive investment management strategy, with only $ 60,000 worth of either no - load or front - end load mutual funds.

So it's not an investment management strategy - it's just a marketing and sales strategy in disguise.

In this case, the investor is paying the advisor to make less money (than just using index funds), and assume more risks, by utilizing inefficient investment management strategies.

«Hines» investment management strategy includes significant positions in many parts of the retail sector,» McKeehan said in a news release.

Not exact matches

In addition to CB «s Investor 500 stock rankings, investment strategies and stock picks, the book contains insight from top Canadian fund managers, such as BlackRock, TD Asset Management, Fidelity Investments and RBC.

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.

Advisor - centric content with guest columns covering practice management, investment strategies and marketing / social media.

• White Oak Equity Partners acquired a minority interest in Blueshift Asset Management, a Red Bank, N.J. - based quantitative investment firm focused on statistical arbitrage and high - frequency trading strategies.

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.

«We want to hear now about what's the plan, what the new management plan (s) to do, other changes to the strategy, what will happen to investment banking,» Hirt said.

Your board mandate should address vision, mission, strategy and operational plans; program delivery and operations; risk identification and management; finances (budgets, investments, use of donations, etc.); government filings and reporting; values, ethics, reputation and integrity; key policies and procedures; and communication and accountability to members and stakeholders.

Gina Bolvin, Bolvin Wealth Management president, weighs in on the current state of the markets and shares her investment strategy.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

The vote will represent a choice between Broadcom's strategy, under Tan, of acquiring companies and focusing on boosting profits, or Qualcomm management's promise of future growth fueled by investment in new products and technology.

«This is a market for seasoned and experienced investors,» said Alicia Levine, head of global investment strategy at BNY Mellon Investment Minvestment strategy at BNY Mellon Investment MInvestment Management.

More from Active / Passive: Indexing still on top, but active management plays role Why traditional investment strategies don't work I am a lazy, cheap investor.

That strategy is also how Patrick believes O'Shaughnessy Asset Management, as an active investment manager of $ 6.2 billion, will remain relevant in a world where investors have gravitated toward passive, low fee index investing.

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.

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).

BlackRock has fired several prominent stockpicking fund managers and plans to switch their funds to quantitative investment strategies, in what chief executive Larry Fink called a «pivot» away from areas of active management that have fallen out of favour.

The founding managing members and senior - level professionals have collectively made significant personal investments in both the investment management division and, alongside Cowen's clients, in most of the various portfolio strategies.

He is a partner of ValueAct Capital, a governance - oriented investment fund that invests in a concentrated portfolio of public companies and works actively with executives and boards of directors on issues of strategy, capital structure, mergers and acquisitions, and talent management.

Inc., an investment management company specializing in global mergers, event arbitrage and credit strategies founded in 1994.

Yet Olsen, Stifel Wealth and Investment Management's global head of investment strategy, said that historically, markets tend to adjust accordingly to incoming adminiInvestment Management's global head of investment strategy, said that historically, markets tend to adjust accordingly to incoming adminiinvestment strategy, said that historically, markets tend to adjust accordingly to incoming administrations.

Our core principles of flexibility, innovation, risk management, discipline and transparency are the foundation of each of the investment strategies.

The Company's current offering price for its Shares, as well as other information, including information about management and the healthcare - focused investment strategy, are available at http://www.nexpointcapital.com/.

In other words, as a holding company, our job is executive oversight, support, setting risk management parameters, and putting the right people in the right places to align with our corporate strategy (if we own enough stock to control an investment, we can fire the managers and replace them at our own discretion).

Highland Capital Brasil Gestora de Recursos («HCB») is an asset management company which pursues investment opportunities in Emerging Market credit strategies with a primary focus on Brazilian corporate debt.

Cairngorm Capital's unique mix of sectoral expertise and investment skill enables it to be actively involved in the strategy and operational focus of portfolio companies, partnering with management teams to grow revenue, enhance margins, improve cash flow or consolidate industry leadership positions.

Jack works with NEP portfolio company CEOs and management teams to develop and execute strategies to grow revenues and EBITDA while also supporting our investment team in assessing value creation potential of new deals.

Dara Luber is a Senior Manager of Retirement at TD Ameritrade, where she is responsible for the management and development of retirement strategy and investment services.

Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.

Andy runs all technical analysis as part of risk management processes, manages DT Investment Partner's taxable fixed income strategies and has primary responsibility for its security selection decisions.

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.

For more than 23 years — from 1984 to 2007 — Mr. Bralver was a founder and Vice Chairman of management consultancy Oliver, Wyman & Co. where he specialized in strategy, risk and operational work for leading investment banks, asset managers, exchanges and other market utilities.

This week, we speak with Joel Greenblatt, co-founder of Formula Investing LLC and managing principal, co-chief investment officer and portfolio manager at Gotham Short Strategies and Gotham Asset Management LLC.

While many investment management firms only offer tax - loss harvesting at year's end, Strategic Advisers uses this and a number of other strategies throughout the year designed to help reduce your tax liability and help reach your goals as quickly as possible.1

The NEC investment strategy focuses on operationally differentiated management teams and mitigated downside risk in an underserved part of the capital markets.

Cerberus» investment strategies adhere to five inter-related principles: Flexibility, Innovation, Risk Management, Discipline and Transparency.

Founded in 2015 and based in Dallas, Texas, Pearl's investment strategy is straightforward — leverage the team's deep - rooted relationships in the energy industry to partner with best - in - class management teams pursuing attractive risk - reward opportunities in the upstream, midstream, and service sectors.

CECA provides advisory, and in certain instances, investment management services regarding a number of investment strategies for the various Cerberus Funds and Accounts, subject to oversight from Cerberus Capital Management, L.P. («CCmanagement services regarding a number of investment strategies for the various Cerberus Funds and Accounts, subject to oversight from Cerberus Capital Management, L.P. («CCManagement, L.P. («CCM»).