Sentences with phrase «portfolios as»

While IB Asset Management aims to track the reference index for each of these portfolios as closely as possible and mimic the performance of each index, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing each portfolio has achieved.

She is responsible for the oversight of investment strategies and management of SEC Rule 2a - 7 mandated portfolios as well as other cash and short duration strategies.

I do not track these portfolios as hypothetical portfolios like I do with other portfolios on the site.

I do not track these portfolios as hypothetical portfolios like I do with other portfolios on the site but do periodically backtest the strategy.

Many use these funds in their portfolios as anchors and then build around them.

Yet bonds are an integral piece of most portfolios as well as being an important debt instrument, used to create capital for businesses and municipalities.

I'll post a portfolio update & an annual update over the next couple of days to update the overall performance of both portfolios as well as how close I came to accomplishing my 2015 goals.

This outlook has driven some radical strategizing by Mr. DeGoey that questions the very idea of making bonds a big part of our portfolios as we invest for retirement.

That's why it's prudent to ratchet down risk in investor portfolios as they approach retirement,» said Ben Malick, CFA and founder of Three Nine Financial.

If you don't know exactly how to set it up, you're more than welcome to use one of their already setup portfolios as well.

Market volatility is impacting fixed - income portfolios as economic news can have divergent impacts on short - term interest rates, based on current conditions, and on long - term rates based, on future expectations.

I'll post a portfolio update over the next couple of days to update the overall performance of both portfolios as well as my progress towards the rest of my goals.

Our latest analysis leads us to believe that many investors are applying a spring cleaning approach to their portfolios as well, rebalancing as the first quarter ended.

Paul Ferraiolo is available to discuss current and forthcoming product portfolios as well as the BMW i products in the U.S.

Ralph Mahler is available to discuss current and forthcoming product portfolios as well as BMW i and iPerformance products in the U.S. market.

In upper grades, students could contribute to and reflect on their portfolios as well.

Many schools are moving to portfolios as a way to capture learning instead of a polished final product.

requires students to present electronic portfolios as a culminating event in the program.

That is why some schools, districts, and states are developing more robust performance tasks and portfolios as part of multiple - measure systems of assessment.

A recent report from Stanford University professors Soung Bae and Linda Darling - Hammond promotes graduation portfolios as one measure of how well schools prepare students for college.

One of these teachers reported portfolios as improving her teaching every time she was interviewed, while two other teachers mentioned it in two of their three interviews.

David Niguidula, an education consultant who helped research the effectiveness of digital portfolios as an assessment tool in the mid-1990s, discusses core questions for schools planning to use digital portfolios.

Niguidula worked with policymakers and educators on statewide implementation of portfolios, including the use of portfolios as a graduation requirement.

The decline of portfolios as a large - scale accountability measure is not necessarily a bad thing, Gitomer said.

See how creative learning can be with portfolios as unique as your learners are.

According to Dr. Helen Barrett (PDF), portfolios fall into two categories: the positivist approach (using portfolios for learning), and the constructivist approach (using portfolios as learning).

And while some see portfolios as excellent qualitative measures instead of standardized tests, we know that the subjective nature of portfolio assessment can make it an unreliable comparison between schools.

So at the beginning of a unit, you can share what type of evidence they'll be collecting for their portfolio, and you can relate standards to outcomes more clearly using portfolios as advance organizers.

Like a rapidly growing number of schools around the nation, Ms. Dubos said, hers is considering using portfolios as a way of measuring student performance in writing.

Part of Khan's philosophy is to promote creative portfolios as part of the college of the future where creative projects will be more important than which college degree they have obtained.

Utilizing Student Portfolios as an Assessment Tool Portfolios show the cumulative efforts and learning of a particular student over time.

As investors ourselves, ultimately, we need to access as broad and strong a set of building blocks for our portfolios as possible.

A major concern is how carriers will reinvest money in the underlying ULSG product portfolios as the older coupons that support the products come due.

Other managers might be sad to see PCP disappear from their portfolios as they saw a long - term opportunity for appreciation within the aerospace industry.

The reason for choosing a 60 % equity / 40 % equity / bond allocation is because it's a common allocation in balanced portfolios as well as in multiasset funds.

As a Mirabaud banker, and in his own family office, he focuses on families, their overall circumstances and portfolios as a head of the UK Market.

Some people now retired like my father have the luxury of a defined benefit pension which just about covers their basic expenses, so they can hang on to their equity portfolios as a «top up» and not need to buy bonds at all.

Economists have predicted that baby boomers are likely to re-allocate their portfolios as they approach retirement.

Commercial real estate investors are now adding Oil and Gas investments to their portfolios as crowdfunding platforms have begun to...

In addition to managing several of the group's separate accounts, Chuck is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy.

That's why it's prudent to ratchet down risk in investor portfolios as they approach retirement,» said Ben Malick, CFA and founder of Three Nine Financial.

Clorox's history of dividend growth and strong fundamentals earn it a spot in our most recent Dividend Growth and Focus List — Long Model Portfolios as well.

Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise.

At Cumberland, we are maintaining some cash reserves in our exchange - traded fund portfolios as this is written.

Investors in the U.K. bond market could see losses on their bond portfolios as the Bank of England continues to be behind the inflation curve, an investment officer told CNBC on Monday.

Perhaps the search giant is actually tempted to follow the example of older companies like Microsoft and Qualcomm which, as their capacity for product innovation fades, have turned to their patent portfolios as a new revenue stream.

On the surface, the deal doesn't diversify Coach's product portfolio as much as, say, Burberry might have, since Kate Spade, too, is best known for handbags.

More from Balancing Priorities: What a rate hike means for your credit card What to do with your bond portfolio as Fed rates rise Credit scores are set to rise

Alternatively, it's best to shorten the average term to maturity of your bond portfolio as interest rates enter into a rising cycle, because the shorter the term, the less their price will be affected.

Buying Juno could help Celgene diversify its portfolio as its top - selling drug approaches patent expiration.