Sentences with phrase «portfolio implementation»

This emphasizes the importance of involving teachers in successful portfolio implementation.

Santa Monica, CA About Blog Angeles Investment Advisors provides wholly independent investment advice and customized total portfolio implementation to sophisticated and forward - thinking institutional investors.

Before that time, Brian was a Wealth Planning Associate with investment advisor Wealth Design; Brian's responsibilities included financial planning, investment analysis, and portfolio implementation for clients.

Validity was also brought into question in terms of portfolio implementation.

But portfolio implementation doesn't have to be racially polarizing.

We also produced a Portfolio Strategy Toolkit, a tool for practioners to navigate portfolio implementation.

Portfolio implementation programs could make it a bumpy flight for many widely held Canadian stocks.

• Top Monthly Performer exceeding greater than 100 % of set monthly goals and asked to join specialized tam responsible for the Canadian portfolio implementation.

However, it is important to remember that when the term passive is applied to a TDF, it can be misleading as it refers specifically to portfolio implementation,» he concludes.

As he explains it, the term «passive TDF» refers specifically to portfolio implementation, rather than the overall TDF design.

Vincent Costa, CFA, Portfolio Manager, and Head of the Portfolio Engineering Group responsible for overseeing portfolio construction, is responsible for leading the portfolio implementation effort for all equity index funds and enhanced index funds.

The portfolio shifts involved will be taken out of the hands of the portfolio managers and given to the «portfolio implementation» specialists, largely out of New York, who handle the transitions between portfolio managers by selling the current holdings and buying the portfolio of the new managers using «baskets of shares».