Sentences with phrase «portfolio management changes»

With Matt's retirement, the following portfolio management changes are effective April 2, 2018:

On April 23, 2015, the fund's board terminated ICAP's contract because of «certain portfolio management changes expected to occur within the sub-adviser.»

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

Matthew Strauss, vice-president of portfolio management with Toronto's Signature Global Advisors, adds that, since the recession, the focus has changed from buying export - focused companies to businesses that sell to the domestic consumer.

The fund was established in March, 2001, by Hymas Investment Management Inc. (HIMI), which served as Trustee and Portfolio Manager until November, 2004, but several changes have occurred since then.

The opinions expressed are those of the fund's portfolio management team expressed as of February 28, 2018, and may change as subsequent conditions vary.

Deutsche Cash Management Master Portfolio changed its name to Government Cash Management Portfolio, and Master Government Institutional Portfolio managed by Blackrock Advisors, LLC, changed its name to Master Treasury Strategies Institutional Portfolio, effective May 2.

2015.09.09 RBC Global Asset Management Inc. announces management change for two PH&N Funds RBC Global Asset Management Inc. today announced that portfolio management responsibilities for Phillips, Hager & North U.S. Equity Fund and Phillips, Hager & NorManagement Inc. announces management change for two PH&N Funds RBC Global Asset Management Inc. today announced that portfolio management responsibilities for Phillips, Hager & North U.S. Equity Fund and Phillips, Hager & Normanagement change for two PH&N Funds RBC Global Asset Management Inc. today announced that portfolio management responsibilities for Phillips, Hager & North U.S. Equity Fund and Phillips, Hager & NorManagement Inc. today announced that portfolio management responsibilities for Phillips, Hager & North U.S. Equity Fund and Phillips, Hager & Normanagement responsibilities for Phillips, Hager & North U.S. Equity Fund and Phillips, Hager & North U.S....

2016.11.16 RBC Global Asset Management Inc. announces sub-advisor changes to five U.S. equity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core EquitManagement Inc. announces sub-advisor changes to five U.S. equity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core EquitManagement Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equitmanagement responsibilities for RBC Private U.S. Large - Cap Core Equity Pool,...

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

Tocqueville Gold Monitor [PDF] John Hathaway Senior Portfolio Manager © Tocqueville Asset Management L.P. October 12, 2015 This article reflects the views of the author as of the date or dates cited and may change at any time.

Before changing your portfolio allocations or adopting an entirely new approach to managing your money, check with a money management firm, ideally one that focuses on Canadian investors.

Registered investment adviser Structured Portfolio Management, L.L.C. and two affiliated investment advisers have agreed to settle SEC charges stemming from allegedly inadequate compliance policies and procedures that resulted in improper trade allocations among the funds they advised and failure to disclose a change of strategy to fund investors.

However, to date, countries have not incorporated coastal blue carbon into their portfolio of climate change mitigation or coastal management policies and actions, largely because the mechanisms for assessing blue carbon were not well defined or standardized.

Richardson, TX About Blog Tannery & Company is a decidedly different financial advisory and professional accounting firm that is changing expectations about how professional and investment services can be delivered.Our team is experienced and credentialed in both financial planning, portfolio management and accounting / tax services.

As one charter authorizer said: «If there's one thing I could change, it would be portfolio management.

Many things changed in NOLA at the same time, including a huge expansion in choice, an influx of talented educators from elite universities, a large increase in spending, and a system of portfolio management and heavy regulation.

Even if we were confident that the test score gains in New Orleans are not being driven by changes in the student population following Katrina (and Doug and his colleagues are doing their best with constrained data and research design to show that), and even if these test score gains translate into higher high school graduation and college attendance rates (which Doug and his colleagues have not yet been able to examine), we still would have no idea whether portfolio management and other high regulations in NOLA helped, hurt, or made no difference in producing these results.

Education for Change is a unique charter management organization in that we manage a diverse portfolio of schools.

Fiat is planning to expand its product portfolio in India since a long time but due to the recent change in the top management and fluctuating excise duty, new car launches are getting... Read More

Clients should be aware that changes in the selection of portfolios and models by ML Wealth's investment management service may result in the sale of their existing holdings and may subject them to additional tax liability.

The change was made to respond to investors» growing demand for income with the potential for downside protection, says Donna Wilson, the firm's director of portfolio management.

The bad news: Bond funds come with management fees, and the value of your investment will change as the market rerates the prices of the bonds in the fund's portfolio.

Join us at our next ERAA ™ seminar, where our management team will dive deep into how our portfolios change across economic cycles and answer any questions you may have.

Limited Management, Trading Cost and Rebalance — Investing according to specific, mechanical criteria applied on a specific date each year may prevent a portfolio from responding to market fluctuations or changes in the financial condition or business prospects of the selected companies during the year.

During this webcast, we covered: • Our proprietary portfolio management process • Personnel changes made in 2015 and the people managing the Fund • Key objectives over the last few years and their impact on current performance • Fund performance YTD • Fund outlook for the 2nd half of 2017 & beyond

After I put out my nine - year equity management track record, the next project is to dig deeper in the risks in my own portfolio, and make some changes.

Our intuitive platform and advanced technology and investment strategy will intelligently adjust any portfolio under our management to acknowledge and address changing economic situations.

Portfolio composition will change due to ongoing management of the Fund.

This requires a certain degree of dynamism within portfolio managements and our management style seeks to evolve over time with the changing risks of the market and the changing needs of our clients.

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

Insurance companies are actively planning for interest rate changes that will significantly impact the management of investment portfolios, Cerulli Associates finds in a new survey.

Additionally, recognizing that market opportunities will likely change over the course of an investor's time horizon, the fund has built - in flexibility to seek to adapt to risk and opportunities using dynamic portfolio management.

This allows you to easily rebalance your portfolio to respond to significant fund management or economic changes.

Motley Fool Wealth Management will diversify your blended portfolio to align with your risk tolerance, and rebalance when needed to reflect changes in your personal situation.

Significant changes, such as selling out completely of an ETF position within the existing ladder, or significantly restructuring the ladder, will occur infrequently — though active portfolio management includes the responsibility to act on significant opportunities when interest rates move dramatically.

Since the late 1970s, changes in the interest rate environment have become the greatest single determinant of bond returns, and managing interest rate risk has become the most critical variable in the management of bond portfolios.

Risk Management Some institutions also use futures contracts to manage portfolio risks without necessarily intending to change the composition of their portfolio by buying or selling the underlying securities.

It is unclear if ReliaMax will move to purchase the rest of MetaBank's portfolio, but for those affected, it should not mean many changes in their payment or management of their loan for the time being.

Brooks notes that at SEI, there are 100 people in the investment management unit whose job is to talk to managers every day and change investment portfolios according to what is changing with those managers.

Portfolio profile subject to change due to active management.

The macro-economic environment is not ignored and tactical changes to asset allocations are incorporated into the management of portfolios.

The Vanguard Asset Allocation Fund, managed outside of Vanguard by Mellon Capital Management, can change the proportions of the three asset classes (stocks, bonds, money - market securities) in the fund at any time based upon the portfolio manager's return expectations, according to the prospectus.

But obviously the portfolio & operational strategy have been changing slowly but steadily, as management seeks to transform TFG into a more diversified alternative asset & seeding platform / manager.

The opinions expressed are those of the fund's portfolio management team as of April 30, 2018, and may change as subsequent conditions vary.

In an upcoming blog post on Mason Hawkins I included this quote about selling: «We sell for four primary reasons: when the price reaches our appraised value; when the portfolio's risk / return profile can be significantly improved by selling, for example, a business at 80 % of its worth for an equally attractive one selling at only 40 % of its value; when the future earnings power is impaired by competitive or other threats to the business; or when we were wrong on management and changing the leadership would be too costly or problematic.»

So PCI's change in strategy, driven by top - notch management, and its portfolio quality indicated that its deep discount was a buy signal.

Whilst the reason behind Rodriquez's departure hasn't yet been announced, Lucasarts has made it clear that its current portfolio will be unaffected by the change in management.

Climate change adaptation research not only improves our ability to understand and define climate change impacts on western water resources, but it also develops a portfolio of tools for adapting water management as the climate changes.