Sentences with phrase «portfolio management roles»

Prior to his portfolio management roles, Lorne worked as an economist at Caxton Corporation.

These included asset and portfolio management roles, investment governance, investment activities for merger and acquisitions transactions, and serving on the company's pension plan committees.

Casis joined American Century in early 2018 after serving in ETF portfolio management roles with BlackRock, Barclays Global Investors (BGI) and 55 Institutional.

Alison has held a number of roles across QIC, including portfolio management roles for both FX and asset rebalancing overlays.

She eventually returned to Fidelity in 1988 as an analyst, but she quickly transitioned into a portfolio management role.

Going forward, Buffett plans to segregate the portfolio management role from the CEO role for his company.

Going forward, Buffett plans to segregate the portfolio management role from the CEO role for his company.

Not exact matches

Jake Gilliam, senior portfolio strategist at Charles Schwab Investment Management, plays a role in constructing that company's expansive target - date product line.

Ackman bailed out of the stock in March, but not before it played a big role in two years of double - digit portfolio losses for his $ 11 billion hedge fund firm Pershing Square Capital Management.

Previous roles have included: Vice President and fixed income Portfolio Manager with The Haverford Trust Company; Managing Director with Evergreen Investments» Customized Fixed Income group; liquidity products trading at JPMorgan and a member of the bank's «financial management education» program.

Mr. Sack will step down as head of the Markets Group and Manager of the System Open Market Account (SOMA) today as announced on April 5, 2012, and in his new role, he will no longer be involved in the management of the Markets Group or the SOMA portfolio.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

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.

His previous roles have included managing balanced portfolios at Barings, Managing Director at Rea Brothers (Investment Management) Ltd, and Executive Chairman at Brit Insurance Holdings Plc..

In this role, he worked closely with the entire MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

In addition, it is important that PMs exhibit a holistic understanding of risk management; this is another key requirement for the role, which includes managing the risk profile of a portfolio of securities.

In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions.

In his role as a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.

In 2009 he took on portfolio management duties in addition to his analyst role.

In his role as a core equity portfolio manager, Kevin is responsible for final buy and sell decisions, portfolio construction and risk and cash management.

In this role, he worked closely with the MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

We believe both active management and passive management can play a role in your portfolio.

We cover roles inside of family offices that range from mid-level analyst and associate positions up through portfolio management, CFO, CIO, and CEO positions.

Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton Global Emerging Markets Fund, an equity long / short fund run out of London which he launched in 2007.

In this role, Mr. Rahman serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team.

In this role, he chaired CPPIB's Investment Planning Committee, responsible for overseeing the portfolio design and management of one of the fastest - growing pools of capital in the world.

Before joining QIC, Alison worked at Suncorp in a range of roles including trading, portfolio management and risk management.

While commending President Buhari for identifying great talents and professionalism in these two great Nigerians, he should nonetheless have assigned them different portfolios to avoid unnecessary tension and confusion by distinctively defining their roles for information management for the administration.

The slides analyse the role of the product life cycle and the Boston matrix and evaluate the impact of extension strategies on a business and how the Boston matrix can be used in the management of a firm's product portfolio.

But as that system is slowly replaced by one marked by an array of nongovernmental school providers, parental choice, and the «portfolio management» mindset, new policies (undergirded by a new understanding of the government's role in public schooling) are needed.

And that's actually another role of technology: It's a good database system — information management, storage, and retrieval whereby we say, «I don't want to look through the whole portfolio.

Now, the rush of investing in real property - and growth of associated roles in the management of commercial real estate / portfolios - is causing seismic shifts in both the investment sector, and the makeup of MBA programs that feed it.

Before joining NACSA, Amy served in leadership roles within the charter sector, including the Director of Portfolio Management at Highmark School Development and as the founding Executive Director of Philadelphia Charters for Excellence, Philadelphia's leading advocate for quality charter schools.

As an assistant secretary of education, she played a pivotal role in policy and management issues affecting preK, elementary, and secondary education for the U.S. Department of Education and oversaw 86 programs with a portfolio of almost 26 billion dollars.

In addition, he also spent time in roles as Senior Portfolio Manager, Chief Portfolio Strategist and Director of Trading Operations for Saliba Portfolio Management, a hedge fund specializing in overlay solutions in Chicago, IL.

In this role, Mark is a member of the Global Bond Risk Committee, responsible for the risk allocations across portfolios and management of aggregate portfolio risk.

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

So when it comes to helping people with their finances, I see my role as being more like that of a General Manager for a hockey team — that is, to bring together the best people and to build the best portfolio management team possible, no matter if it's finding the best index fund, dividend fund or small cap fund manager out there for my clients.

In this role, he oversees the active equity portfolio management teams.

«Rebalancing to long - term policy targets plays a central role in the portfolio management process.»

Part of effective cost management is understanding the low - cost alternatives, such as ETFs, low - cost mutual funds, discount brokers and robo - advisors, all of which could play a role in your portfolio.

The best performing ETFs have low management fees, diversification, and are more tax - efficient than many other investments We still feel that investors will profit the most with a well - balanced portfolio of high - quality individual stocks, but ETFs can also play a role in a portfolio.

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.

Some 64 per cent believe fixed income no longer provides its traditional risk management role in their portfolios.

In this capacity, he manages a diverse group of equity and derivative - based index portfolios and has played a significant role designing our proprietary portfolio management software.

ETFs usually have lower management fees as they are passively managed and the portfolio managers» role is not as significant here as is in case of CEFs.

In this role, he supervises Research Affiliates» research and development activities, provision of index strategies, and management of client portfolios.

Genworth filed a motion for summary judgment in the class action alleging that defendants misrepresented the role that Robert Brinker played in the management of the BJ Group Services portfolio.

This role is accountable for the monitoring, maintenance and assistance in the development of credit risk models that allow for effective management of the credit portfolio in Business & Private Banking (B&PB) and Institutional Banking & Markets (IB&M)