Sentences with phrase «portfolio protection strategies»

Over the past two months, there has been increased interest in (1) portfolio protection strategies (2) learning more about prudent uses of VIX ® futures and options, and (3) following brackets.

Not exact matches

Portfolio rebalancing provides protection and discipline for any investment management strategy at the retail and professional levels.

The Cambria Tail Risk ETF is an actively managed fund that holds mostly cash and treasuries while using the strategy of buying put options on the S&P 500 with the purpose of portfolio downside protection.

Rich Checkan, president of Asset Strategies International, thinks it's the portfolio protection everyone needs.

In their April 2016 paper entitled «Protective Asset Allocation (PAA): A Simple Momentum - Based Alternative for Term Deposits», Wouter Keller and Jan Willem Keuning examine a multi-class, dual - momentum portfolio allocation strategy with crash protection based on multi-market breadth.

Learn how portfolio rebalancing provides protection and discipline for any investment management strategy by retail or institutional investors.

«A diversified portfolio is a proven strategy for income growth and wealth protection,» said Jim Poolman, Executive Director of the IALC.

If you want an even safer alternative, splitting your retirement savings between an annuity and a low - cost balanced portfolio, such as the MoneySense Global Couch Potato strategy, can increase your protection against longevity risk.

The rationale behind such a strategy is that over the long - term gold can provide a decent hedge against inflation and offer some protection for your portfolio in turbulent economic and political times.

Investment in The Fund is suited to those investors who prefer some exposure to overseas currencies, themes and trends through a portfolio of higher - quality global business as well as a strategy seeking to provide capital protection in falling markets.

The Cambria Tail Risk ETF is an actively managed fund that holds mostly cash and treasuries while using the strategy of buying put options on the S&P 500 with the purpose of portfolio downside protection.

Portfolio Strategies Using Asset Allocation for Protection and Growth Asset allocation involves both protecting assets and preserving purchasing power.

Actively managed commodity solutions are typically opaque and have high fees, but RAFI commodities seeks to deliver inflation protection, portfolio diversification, and excess returns in a low - cost smart beta strategy.

The strategy only provides limited protection when the stock price declines significantly, as the decline of the underlying stock portfolio is partially offset by the call premium received.

Angileri will discuss strategies for a 360 - degree approach to securing intellectual property protection including building an effective portfolio, finding the appropriate balance between trade secrets versus patent protection, and maximizing design protection in the 3D world.

Mark strives to develop a strong understanding of his clients» intellectual property and business needs to create tailored strategies for global portfolio protection.

Intellectual Property Protection: drafts and prosecutes complex patent applications in US and foreign jurisdictions, drafts third party submissions and protests to challenge competitor applications, represents clients in appeals to the Patent Trial and Appeal Board, drafts supplemental examination requests, designs and analyzes patentability and freedom to operate searches, conducts due diligence analysis and provides general counseling regarding intellectual property portfolio management and patent prosecution strategy.

We offer efficient coverage and insights into the six main areas of IP: patent protection and portfolio strategy, brand protection, trade secrets, commercial agreements, IP litigation and data protection and privacy.

Intellectual Property Protection: helps clients design and manage complex patent portfolios in support of business goals and strategies.

Assisting Orange on its global trade mark portfolio, numbering more than 4,500 marks in over 190 jurisdictions; advising Godiva Chocolatier on brand protection strategy in relation to the adoption and development of new brand and products; advised News Corporation and News Corp UK & Ireland on a # 220m recommended cash offer for Wireless Group; acted for McLaren Property on the # 150m sale of a portfolio of six student housing developments to a new investment vehicle owned by a group of German pension funds; advised Farfetch on its $ 110m Series F financing.

Furthermore, multiple life insurance policies can be purchased to create a portfolio of policies combining different sets of coverage to address different issues, with multiple forms of wealth protection strategies for the long - term.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents