Sentences with phrase «portfolio management purposes»

Client money belongs to the client but is held by an investment firm under a statutory trust for trading or portfolio management purposes.

The Bank subscribes to tenders when necessary for its own portfolio management purposes and provides registry services, but since October 2006 the Bank no longer acts as agent for the Australian Government in conducting tenders of Australian Government Securities.

Not exact matches

However, for the purposes of this portfolio there will be no additional timing or hedging techniques but I would encourage readers to explore additional hedging, diversification, and risk management techniques.

For information on Alhambra Investment Partners» money management services and global portfolio approach, Douglas R. Terry, CFA is reachable at: [email protected] This material has been distributed for informational purposes only.

What This Book Is Not The main purpose of this book is to explore how family offices operate and deploy their capital through fund manager selection, cash management, and portfolio construction.

Some choose to invest for income reasons, some want to diverse their income or portfolio, other use mutual funds for Risk Management purposes.

Passive portfolio management refers to the strategy where the purpose is to generate returns equal to that of the market.

We publish investment advice through The Successful Investor Inc., and we manage investor portfolios through Successful Investor Wealth Management Inc. (These two companies are affiliated by common ownership; I own both but set them up as separate companies for regulatory purposes.)

He also advocates reviewing your investment goals to make sure those fees are being used for the right purposes — you don't want to be paying investment charges on portfolio management services that aren't cutting it, Zurel says.

However, for the purposes of this portfolio there will be no additional timing or hedging techniques but I would encourage readers to explore additional hedging, diversification, and risk management techniques.

The Toyota Industries portfolio of marketable securities and the Brookfield Asset Management portfolio of Class A Office Buildings seem to be much more of a current asset than department store merchandise inventories even though, for GAAP purposes, Toyota Industries» marketable securities, and Brookfield Asset Management's Class A office buildings, are not considered a current asset.

Marina Gross, executive vice president of portfolio research and consulting at Natixis Global Asset Management in Boston, said it's important to tag an investment with a purpose and hold it accountable to that role in the portfolio.

These are used for comparing passive investment management with active investment management (because they also serve as benchmark portfolios constructed specifically for this purpose).

The acquisition of Credit Base serves the purpose of providing KRUK with a leading credit management operator to serve the NPLs portfolios held by KRUK's group in Italy.

Rather than dismantling deal data rooms following acquisitions by private equity sponsors, the team has developed a solution whereby deal data rooms are converted for ongoing data management purposes and kept alive in a cost - effective way to assist with preparing portfolio companies for their future sale.

My purpose is to work in a senior management position related to PMO, Portfolio and program management or related to Oracle EBS

Simon plans to use net proceeds from the offerings to fund the purchase of a 28.7 percent equity stake in Klepierre, a French REIT, and the purchase of interest in 26 properties in the Mills portfolio from Farallon Capital Management LLC, as well as for general corporate and partnership purposes.