Sentences with phrase «portfolio analysis based»

Not exact matches

There are also IP research firms that run investment portfolios based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.

In talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be named.

Portfolio optimization based on both real - time information analysis, quarterly forecasting and portfoliPortfolio optimization based on both real - time information analysis, quarterly forecasting and portfolioportfolio review.

Prior to joining Leith Wheeler in 2011, Mike spent eight years as an investment partner, responsible for equity investment analysis and portfolio management at a Vancouver - based investment management.

As part of the portfolio team, he participates in Skagen's value based investment philosophy and caries out analysis of companies and industries.

-- An Analysis of Individual Investors» Investment Performance», Andreas Hackethal, Steffen Meyer, Dennis Schmoltzi and Christian Stammschulte apply bootstrapping simulations based on actual portfolios to distinguish skill from luck among a sample of individual German investors.

BioGene Limited are based near Cambridge and provide a «solution - based» portfolio of products, services and support — to encompass the key application areas of molecular biology to include Nucleic Acid Purification, Target Amplification and Post-Amplification Analyses.

The arts integration program's student performance assessment ratings based on outside expert facilitation and analysis of video recorded «arts plus arts integration portfolio conferences» were linked to teachers» professional development outcomes and correlated with student academic achievement scores.

In 1996, with support from the Alfred P. Sloan Foundation, Dr. Bailey established the Community College Research Center (CCRC) at Teachers College, which conducts a large portfolio of qualitative and quantitative research based on fieldwork at community colleges and analysis of national - and state - level datasets.

The premise behind most actively managed strategies is that by using detailed analysis to focus on certain securities or segments of the market, portfolio managers have the ability to identify mispricings in securities, and a portfolio has the potential to outperform the broad - based market over time.

I certainly can not recommend Capital One on the basis of their fee structure or their portfolio analysis tools.

This rules - based method of portfolio creation adds a layer of systematic analysis to the investment that simple index investing lacks.

Schroders uses a themes - based investment strategy that combines top - down market drivers with bottom - up fundamental credit analysis to formulate investment strategies and construct portfolios.

The portfolio management team's analysis begins with the broad universe of U.S. large - cap stocks based on the STOXX 900 Index.

While no individual security bought on a bottom - up basis can be expected to work out in a given period of time, if specific securities in an overall portfolio are not working out from time to time, say every six or nine months, that means that the fundamental analysis was probably bad to begin with.

Style analysis is based on monthly returns from Apr 2005 to Apr 2018 and uses total portfolio return with monthly rebalancing.

While Fund management attempts to buy deep value based on fundamental analysis and does not have any views as to how individual securities in the portfolio might perform in periods just ahead, TAVF is quite sensitive to how the overall portfolio performs.

In the paper, Piotroski examines whether the application of a simple accounting - based fundamental analysis strategy to a broad portfolio of high book - to - market firms can improve the returns earned by an investor.

Style analysis is based on monthly returns from Apr 2011 to Dec 2015 and uses total portfolio return with monthly rebalancing.

Overall ranking for both years based on unweighted ratings in the following categories: trading experience & technology; usability; mobile; range of offerings; research amenities; portfolio analysis and reports; customer service, education, and security; and costs.

The MCT approach also makes sense for money managers with little, or no, training or interest in fundamental bottom - up analysis; and who are required by clients, or circumstances, to value the portfolios they manage exclusively, or almost exclusively, by marking to market (i.e., pricing) on a daily basis.

I regularly study research from seven different subscriptions (software, research letters, etc.) on a daily basis and JC's analysis has become one of the top - three sources of information that I utilize in my portfolio management process.

If somone has already invested in some funds (own analysis or on advisor's advice or based on my articles), there is no need to churn the portfolio.

Our analysis has found that factor - based fixed income strategies implemented in a rules - based, transparent index can represent an alternative tool for fixed income portfolio construction.

For the purposes of this analysis, the base portfolio consists of 60 % SPDR ® S&P 500 ® ETF (SPY) and 40 % of the iShares Core U.S. Aggregate Bond ETF (AGG), i.e. a traditional balanced mix of stocks and bonds.

Suggest you to read below articles; MF portfolio overlap analysis tools How to pick the right mutual fund scheme based on risk ratios?

We believe that risk selection through sound macroeconomic analysis, combined with bond selection based on fundamental research, is the most effective way to construct a risk - balanced, investment - grade fixed income portfolio.

Put another way, if you chose a 50/50 stock / bond portfolio based on an analysis of one of these periods and then held that portfolio from 1960 to 2004, during most of those decades you could reasonably conclude you had the wrong mix of stocks and bonds resulting in additional risk without much additional return.

However, active managers may tilt the direction of your portfolio based on market analysis.

Portfolio allocation analysis (based on the seminal work of Richard and Robert Michaud) indicates that investors who hold between 2 % to 10 % of their portfolio in gold can significantly improve perPortfolio allocation analysis (based on the seminal work of Richard and Robert Michaud) indicates that investors who hold between 2 % to 10 % of their portfolio in gold can significantly improve perportfolio in gold can significantly improve performance.

Analysis is provided to the Board, on a monthly basis, of the change in value of the portfolio over this period.

-- An Analysis of Individual Investors» Investment Performance», Andreas Hackethal, Steffen Meyer, Dennis Schmoltzi and Christian Stammschulte apply bootstrapping simulations based on actual portfolios to distinguish skill from luck among a sample of individual German investors.

Based out of Suffolk University's economics department, the Beacon Hill Institute wrote the fundamentally flawed analysis that ALEC is using to scare legislators into thinking that renewable portfolio standards will destroy the economy.

After a portfolio analysis for our client, the client saved approximately $ 250,000 per month in maintenance fee payments by abandoning patents around the world that no longer provided benefits relative to cost, based on lifecycle and importance to core products.

Automated Insights — the Durham, North Carolina - based startup backed by the Associated Press, Samsung and Steve Case that has built technology to automatically take raw data and translate it into narratives that look like they've been written by a human — has been acquired by the $ 14 billion private equity firm Vista Equity Partners and portfolio company STATS, which focuses on sports data analysis.

Based on the above - described empirical study, during the period of aggressive downside correction between 16 December 2017 and 13 February 2018, the volatility of the equally weighted portfolio of five cryptocurrencies (Bitcoin, Ethereum, Ripple, Bitcoin Cash and Litecoin) was 6 % less compared to an equal amount invested in Bitcoin, versus a decline in volatility down to 10 % over the entire period of analysis.

Crix uses math - based analysis to manage portfolio risk, claiming that it gives traders a better chance at larger profits.

The analysis provided by him / her is the base that helps the portfolio mangers to build an excellent relationship with clients by suggesting them the most appropriate investment solutions.

Process customer orders, prepare bank deposits and data entry for accounts, update and maintain database of over 1500 prospects and clients, perform portfolio analysis, cost basis for mutual funds, and cash flow analysis; process and pay incoming bills.

• Secured credits up to 600000 $ for the bank through PR protocol delivery and excellent customer care to potential customers • Reduced the bank's annual losses by 10 % in one year via effective credit risk analysis • Led the commercial client team for three years • Developed and maintained professional rapport and provided consultancy to 14 small business bankers in developing product portfolios • Critically analyzed and re-formulated the bank's credit policies based on detailed financial credit and risk analysis stretched over a period of two years

Efficiently performed financial analysis and business segment reporting, developing recommendations and potential portfolio investment solutions based on analyses to senior management on direction of products and services.

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Washington, D.C. — An analysis of historical data by Chicago - based Ibbotson Associates demonstrates that Real Estate Investment Trusts (REITs) represent a strong source of diversification for a wide range of investment portfolios by increasing...

We thereby create templates for comparative analyses with alternative investment opportunities and the basis for optimisation of portfolio quotas.

Value Added Services in combination with regular portfolio valuations form the basis for performance analysis and decisions with regard to an accurate portfolio composition and consistent portfolio restructuring measures.

Independent valuations and analysis of real estate portfolios and single properties based on state - of - the - art analytical methods and approaches

Through careful analysis and a strategic approach to investing, Ed has developed a comprehensive approach to buy, sell and / or manage a tenant - based portfolio for both residential and commercial properties.

«They are looking to optimize their portfolios,» says Ben Thypin, director of market analysis for Real Capital Analytics (RCA), based in New York City.