Sentences with phrase «portfolio under guidelines»
BlackRock Financial Management, Inc. will manage the portfolio under guidelines established by the New York Fed designed to minimize disruption to financial markets and maximize recovery value.
https://www.newyorkfed.org/ Not exact matches
• Trimmed JNJ and PEP each back to 9 % of the portfolio to get them under the 10 % - max guideline • With the proceeds, added to existing positions in AT&T (T) and Microsoft (MSFT) • With the remaining proceeds, started a new position in Digital Realty Trust (DLR) Thus, this package of trades served several strategic goals at the same time: • It corrected the over-sized positions by getting them back under 10 % of the portfolio • It allowed me to increase my stakes in two high - quality dividend growth companies • It allowed me to add a new position, bringing me closer to my target of 20 - 25 stocks overall.
The IAS Guidelines state that all organisations receiving grants of $ 500,000 (GST exclusive) or more in a single financial year under the Indigenous Affairs portfolio are required to: