Sentences with phrase «policies as an investment strategy»

If you're considering a whole life policy as an investment strategy, do your research and speak to an agent.

I would highly recommend you stick with term life insurance, and do not buy a policy as an investment strategy.

Not exact matches

Most of Canada's trading partners have had digital economy strategies in place for years, using the policies to set goals for connectivity, guide investments in networks and digital infrastructure, as well as establish legal frameworks to provide privacy protection and enhance consumer confidence in electronic commerce.

It concluded that others would be better solved through administrative intervention on all new foreign investment, case by case, and it rejected a major policy shift, such as a «buy - back» strategy, towards increased Canadian ownership.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

As mentioned above the Methodist Conference in 2015 accepted a report from the Joint Advisory Committee on the Ethics in Investment (JACEI) that cites evidence of ongoing violations by Nestlé and documents how the FTSE4Good strategy led to Nestlé weakening its formula advertising policy.

Of course, there are other necessary elements including an innovation strategy, policies to boost human capital giving employees a stake and voice in the firm as well as upgrading skills, more investment in science and R&D, and more risk capital for firms in export - led sectors.

When asked about future policy implications, Eric said: «In the future there is a need for Sub-Saharan African policy - makers not to depend solely on foreign aid and foreign direct investment but to look at remittance payment as a poverty - reducing and income - equalizing tool in designing poverty - reduction strategies.»

As educational policy makers seek strategies to improve the teacher workforce, the early career period represents a unique opportunity to identify struggling teachers, examine the likelihood of future improvement, and make strategic pretenure investments in development or dismissals.

But the growth of charter schools and flexible enrollment policies — which send students away from their neighborhoods for the school day — are common strategies for improving the prospects of poor children in the types of disenfranchised communities that have been designated as Promise Neighborhoods, which focus investments in the communities where children live.

If that turns out to be true, we believe stock and bond markets are more likely to experience volatility and «turning points» as these markets adjust to new policy imperatives, in which case, more active strategies that employ dynamic approaches to changing market conditions will have the potential to outperform passive, long - only investment strategies.

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

Investment strategies that rely on different segments of the market behaving differently, such as managed futures and global macro, can thrive as global central bank policies diverge.

A life insurance policy as a part of your investment strategy that builds up a cash value to help cover your expenses in retirement

As leader of the Equity Income investment team, he develops and implements policy, strategy, and security selection.

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He advocates «policies that are simple, transparent, and focused rather than the increasingly popular alternative tactics, such as illiquid instruments and vehicles, leverage, and complex, opaque investment strategies.»

Economists have an argument that things further into the future should be discounted, and while this may be useful in managing private investments it is not obviously sound as a strategy for public policy.

Before joining NIDIS, she served as the Global Uptake Coordinator at the CGIAR's International Water Management Institute in Sri Lanka, where she led the Institute's engagement strategies that supported evidence - based policies and investments in 11 countries.

Here's what is required (leaving aside Theresa May's electorally hamstrung inability to deliver much of it): The entire cabinet and every business leader the government's black book can muster, on stage for the launch of the new strategy; an explicit declaration that this, full decarbonization of the economy, is the post-Brexit economic strategy; clear and attractive retail policies, such as a diesel scrappage scheme, tax breaks for green investment, new apprenticeships, a green home building program; an open invitation to all opposition party leaders to share a platform to support the plan with a declaration that while they may not agree on every component they fully endorse the over-arching goal; a willingness to shame those party leaders who play party politics and refuse to turn up; a fortnight - long program where each day sees a new cabinet member explain how the plan will transform parts of the economy; a Royal Commission on the flaws of GDP as an economic measure and the viability of alternative quality of life metrics; and, yes, a brave assertion that carbon intensive industries will have to transform or be scaled back, backed by a decarbonization adaptation fund to help affected communities respond to this global trend.

One of the largest energy events in the world, WFES is an international conference that serves as a business platform for global leaders, experts and thought leaders to gather to discuss policy strategies, new technologies, investment and business opportunities.

Universal life as an investment sounds good, in theory, with tax advantages and some of the creative interest crediting strategies available (especially the indexing strategies)... but the performance of the policies I've written hasn't been great.

If a life insurance plan is part of your overall strategy, or you are considering buying a policy as an investment, you will find that you may have more questions than answers as you begin assessing which plan is the best fit for you.

A life insurance policy as a part of your investment strategy that builds up a cash value to help cover your expenses in retirement

Known as Variable Universal Life or Indexed Universal Life, these policies offer a conservative investment strategy as part of a retirement portfolio.

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

option is an investment strategy which in early part of your Policy Term invests in equity oriented funds and as your Policy Term progresses it shifts the fund allocation towards more conservative funds.

This policy also offers an investment strategy, which makes funds flow from riskier to less risky assets, as you approaches the time of vesting.

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in developing their investment strategies by explaining concepts such as carry - over trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks • Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

With the new federal Maternal, Infant, and Early Childhood Home Visiting (MIECHV) program beginning to make grants to states to improve and expand home visitation, these data and Pew's findings and recommendations give policy makers — for the first time — a much - needed account of home visiting investments and programs as well as strategies to maximize federal and state resources.