Sentences with phrase «provided by the portfolio manager»

Not exact matches

Again, I understand if a large - cap fund manager that is restricted by a fiduciary mandate can not buy any PM mining stocks, but small - cap portfolio managers that also avoided PM mining stocks like they were the plague always provided excuses that were pure rubbish.

Franklin Square is a manager of alternative investment funds designed to enhance investors» portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors.

Actively managed top - down exposure complements portfolios with bottom - up managers by providing a diversifying alpha source

For those looking for a real life example (I suspect I know the answer but I will defer to Charles to provide the numbers in next month's MFO), contrast the performance over time of the closed - end fund, Source Capital (SOR) run by one of the best value investment firms, First Pacific Advisors with the performance over time of the mutual funds run by the same firm, some with the same portfolio managers and strategy.

Superior performance in the long run requires a disciplined operating system supported by logical inputs.As a professional money manager I have succesfully employed quantitative screening techniques in the management of institutional and personal portfolios for more than thirty years.The methods used would be recognizable to anyone who has studied the screening programs provided by AAII.The individual investor can win the investment game.

State Street Global Advisors (SSGA) serves as Investment Manager for the plan except for the Savings Portfolio, which is manages by Sallie Mae Bank, and also provides and / or arranges for certain marketing services for the Plan.

Founded by veteran money manager Jean - Luc Landry in 2002, Landry Investment Management Inc. was created to provide a series of momentum oriented portfolios covering the major global equity markets.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

State Street Global Advisors («SSGA») serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan.

The Fund's core portfolio allocation is structured to provide broad global diversification utilizing complementary investment strategies managed by portfolio managers across the Franklin, Templeton and Mutual Series investment teams.

The Portfolio Managers are supported by other members of the Adviser's investment team who provide research, analysis and trading support.

adviceDirect does not provide portfolio management by a portfolio manager.

The portfolio will be managed by Signature Global Asset Management (the «Portfolio Manager») and First Asset will provide all administrative and management services required by portfolio will be managed by Signature Global Asset Management (the «Portfolio Manager») and First Asset will provide all administrative and management services required by Portfolio Manager») and First Asset will provide all administrative and management services required by the Fund.

Writing Strategies for Portfolio Artist - Statements Thurs Jan 29, 10:30 am - 12:30 pm (light snacks will be provided) Facilitated by José Ortiz, Joan Mitchell Foundation Student Opportunities Support Program Manager Brittany Lynn, Joan Mitchell Foundation Artist - Teacher

Start with Energy Star Portfolio Manager, an online tool provided at no cost to the user by the US Environmental Protection Agency and Department of Energy.

ABP introduced an internal carbon budget for its asset managers in 2015, designed to reduce the CO2 footprint of its portfolio equity holdings by 25 per cent, as well as doubling its $ 29bn equity holdings in equities providing environmental and social solutions over the next five years.