Sentences with phrase «portfolio of strategic assets»

These included such bullet points as «Recent organizational realignment has strengthened focus on sales and revenue generation,» and «Well positioned in our markets, strong portfolio of strategic assets and committed to achieving revenue growth.»

Not exact matches

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

Dirk Hofschire, senior vice president of asset allocation research at Fidelity Investments, explains why, and what it may mean for investors in his monthly market catch - up with Lars Schuster, institutional portfolio manager for Strategic Advisers, Inc., a Fidelity Investments company.

The value of data and analytics is recognized and quickly added as a strategic asset set to benefit the larger portfolio.

Unlocking the value of our portfolio through strategic management, NOI growth, asset repositioning and disciplined capital allocation.

Copper output fell 10.5 % year - on - year to 85 - million, reflecting the company's strategic divestment of noncore assets as it continues to repair the balance sheet and stream line its production portfolio.

The First Church Estates Commissioner is the Chair of the Church Commissioners» Assets Committee, a statutory committee, responsible for the strategic management of the Church Commissioners» # 7.9 billion investment portfolio.

To broaden and expand the investor base of Ghana's bonds, the Finance Minister and the Deputy Governor will hold strategic meetings with portfolio and asset managers where they hope to whip up appetite for Ghanaian instruments.

Through strategic acquisitions and innovative development, TM Montante Development has created a portfolio of high - performing assets that build enduring value across the entire community.

The first quinquennium of technology translation at Sanger has seen significant expansion and maturation of the Sanger Institute's portfolio of spin out companies, establishment of the 50 FTE Centre for Therapeutic Target Validation and execution of licensing deals with major strategic benefits for the exploitation of key Institute assets.

Williams is a former partner in the Intellectual Property Practice Group of Pepper Hamilton LLP, with a focus on intellectual property acquisition and management, including IP asset strategy, contracts, licensing portfolio development and management, patent, trademark, technology transfer and strategic alliance negotiation / restructuring.

If so, it will be interesting to see how effective these strategic asset allocation portfolios are in wealth accumulation and preventing the type of actual investor results which have been documented in years of DALBAR Quantitative Analysis of Investor Behavior studies.

He leads a team of over twenty portfolio managers, analysts and traders who are responsible for strategic and tactical asset allocation, currency management and absolute return strategies.

Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Strategic Asset Management are suitable.

Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your pPortfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your portfolioportfolio.

During the process of creating an investor policy statement (IPS), factors such as required rate of return, acceptable risk levels, legal and liquidity requirements, taxes, time horizon and unique circumstances are analyzed to settle on a strategic mix of assets to include in an investor's portfolio.

Strategic asset allocation describes a model in which the portfolio mix of assets is fixed according to the individual investor's profile.

We invest in accordance with the investor's strategic asset allocation, and when the market carries asset - class weights away from their targets, we sell part of the overweighted ones (typically the ones that have appreciated) and we reinvest the proceeds into the underweighted asset classes (typically those that have depreciated) in order to bring the portfolio back to its strategic asset allocation.

· NewCo represents a geographically diversified portfolio of high quality assets with leading market positions and provides a strong strategic fit across 4 strong growth platforms;

We also demonstrated the conceptual and empirical validity of implementing portfolio allocations based on a true risk target that is commensurate with each individual's risk tolerance, rather than on static Strategic Asset Allocation percentages.

Of course, the strategic logic (or lack thereof) of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessioOf course, the strategic logic (or lack thereof) of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessioof the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recession.

Ancillary Revenue - Asset Management further maximizes the value of our portfolio through various strategic, ancillary revenue generating opportunities:

Strategic asset allocation, or long - term portfolio building through specific proportions of classes of investments, is next on the list, Mr. Robinson said.

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

A strategic asset allocation model is one in which the mix of portfolio assets is fixed according to the individual investor's profile.

Commenting on the opening, Ahmed bin Saud bin Saqr Al Qasimi, chairman of RAKHH, said: «Hilton Garden Inn Ras Al Khaimah is a very strategic asset within our portfolio of hotels.

Our experience involves us in both strategic and day - to - day operations involving banks» corporate, governance, and management / supervisory structures, and a portfolio of financial products and services that range from traditional banking to insurance, fiduciary, brokerage, and asset management and administration.

Focus Energy Trust met our strategic objective of adding concentrated assets with significant upside potential that fit into our portfolio of resource plays.

Modern Portfolio Theory is based on the idea that certain types of investment risk can be mitigated through a strategic pattern of diversification and asset allocation.

● Token holders (including strategic investors and miners) seeking to post their assets as collateral in order to free up capital or earn income; ● Speculators and market - makers aiming to benefit from price volatility and to capture arbitrage opportunities; ● Early post-crowdsale entities with idle crypto assets, that could be lent against collateral, providing income generation; ● Tokenomy - powered / Tokenomy - anchored businesses demanding liquidity and liquidity management tools to deploy liquidity surpluses, or to cover liquidity gaps; ● Crypto investment funds seeking interest income through the lending of their portfolio assets (while retaining exposure); ● Crypto exchanges looking to provide more trading options to their clients.

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

San Jose, CA About Blog Working with leading academics, we build strategic Asset Class portfolios with the goal of harnessing the power of global markets and keeping clients focused on what matters most your advice.

Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

«In an effort to further align the company's portfolio with our strategic plan of concentrating our portfolio of shopping centers in the Southeast, we sold Casa Grande, a held - for - sale asset, and Sulphur Springs,» says C. Cammack Morton, president and CEO of Konover Property Trust.

From a strategic viewpoint, a merger might make sense — Ramco - Gershenson assets, which are located in many of the same areas as Equity One's, would fit well within the latter's existing portfolio, says Joel Bloomer, a REIT analyst with Morningstar.

«The REIT structure allows us to benefit from a more efficient tax structure, and establish a platform to grow our distinct asset base through organic growth of our existing portfolio and, in time, through strategic acquisitions.»

In the midst of such turmoil, Glimcher is shifting its attention toward malls: «With $ 65 million in asset sales completed in 2002 and an additional $ 200 million under contract, we have taken a major step in completing our strategic repositioning to focus on the regional mall portfolio,» president Michael P. Glimcher says.»

Strategic Office Partners was launched with the intention to aggregate a diverse portfolio of single - tenant office assets in high - growth metropolitan areas in the United States up to $ 1 billion in assets over a three - year period.

The firm's Property Managers oversee the day - to - day operations of assets in the portfolio and help to execute the long - term strategic plan developed by the Asset Enhancement Manager.

Focused on creating value through long - term ownership, she is a creative and insightful hands - on owner responsible for the acquisition of property, strategic repositioning of assets and portfolio financing.

Daniel started his career with Green Property PLC in Manchester, before joining Teesland PLC (later part of Valad Group) in 1999 where he was responsible for providing strategic asset management services to the Bank of Scotland on its entire UK corporate real estate portfolio, as well as managing a 1.5 million sq.ft.

Earlier this year, Karlin, the real estate lending arm of Karlin Asset Management, a Los Angeles - based family office with more than $ 1.5 billion under management, provided CGI and its strategic partner AFIN Developer Group with $ 11.58 million for the acquisition of a 192,000 - square - foot office portfolio in Southeast Florida.

American Capital came under activist pressure in November when Elliott Management Corp. unveiled an 8.4 percent stake in the asset manager, calling for new directors, a strategic review, cost cuts and a review of its portfolio and capital allocation.

«With the strategic addition of these seven assets to the Starwood Retail Partners platform, we have significantly increased the number of properties under our brand and expanded the square footage of our portfolio by approximately 38 percent,» Scott Wolstein, CEO of Starwood Retail Partners, said in a release.

«By making strategic asset sales and redeploying proceeds into Class A West Coast office properties over the last several years,» Schugart continued, «we've been able to add to the overall quality and concentration of our portfolio, sustain attractive distributions to investors, and increase our net asset value per share.»