Sentences with phrase «portfolio on an ongoing basis»

We review various sources of risks in the portfolio on an ongoing basis.

Another 7 % goes to multi-factor funds, which tilts the portfolio on an ongoing basis based on conditions at the time.

We actively manage your portfolio on an ongoing basis.

We can help you reach your financial goals with professional planning and coaching, and by investing your portfolio on an ongoing basis.

The firm will continue to evaluate its portfolio on an ongoing basis, but the bulk of its dispositions has been dealt with, according to Carroll.

Not exact matches

On an ongoing basis, he analyzes and performs due diligence on new investments while assisting current portfolio companieOn an ongoing basis, he analyzes and performs due diligence on new investments while assisting current portfolio companieon new investments while assisting current portfolio companies.

We define them as those who responded «Agree» or «Strongly Agree» to three questions: «Risk management is an integral part of our investment process and actively addressed on a systematic, ongoing basis», «My organization has a strong risk management culture», and «I am confident that our portfolio has appropriate downside protection for the next tail event.»

Ongoing assessment of progress is made, based on formal and informal testing, as well as portfolio evaluation.

That is why the sixth and final section of Pencils Down, «Beyond High - Stakes, Standardized Testing,» focuses on authentic forms of assessment, including portfolios and ongoing teacher and student self - reflection based on classroom evidence.

(Alpholio ™ calculates such reference portfolios for all US mutual funds on an ongoing basis.)

Cost and tax efficient portfolio construction and ongoing management based on your risk tolerance, time horizon and cash flow requirements.

Bottom line: Bond ETFs do have portfolio managers, and a skilled one will work to minimize tracking error on an ongoing basis so that investors get the exposure they're seeking.

The service will then monitor their portfolio holdings across their brokerage accounts and notify them on an ongoing basis should any re-balancing trades be required.

EAM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.

The retiree can refill the cash bucket on an ongoing basis with income distributions from his or her longer - term portfolio holdings, thereby supplying a component of the next year's cash flow needs; rebalancing proceeds could also be plowed into bucket 1 to supply any additional cash flow needed for the following year.

The extent to which the composition of the investment assets of the Underlying Funds held by each Portfolio exposes the Portfolio to the risk of movement in the value of non-U.S. currencies in relation to the U.S. dollar will be monitored on an ongoing basis.

«This was a business decision based on Electronic Arts portfolio strategy and will not affect Marvel's ongoing plans to release fighting games based on the Marvel properties in the future.

International Deadline: Ongoing — The Museum of Contemporary Photography reviews portfolios from national and international artists on a monthly basis for consideration for exhibition and acquisition...

Calabar Gallery accepts portfolios from artists interested in gallery representation on an ongoing basis.

That portfolio provides a base of ongoing and growing cash flow that makes it possible for us to continue to refine our business during difficult times without being forced to focus on other things.