Sentences with phrase «ran asset portfolios»

If the securities lending losses weren't enough, the life companies ran asset portfolios where many risks did not pan out.

Not exact matches

On Monday, the fund said its portfolio return was 5.1 percent per annum in U.S. dollar nominal terms over the five years to March 31, 2017, helped by the run - up in global financial assets, versus 3.7 percent a year ago.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Description: Northbrook Carolina Hydro is a portfolio of four run - of - the - river hydroelectric assets in North and South Carolina totaling 12.9 megawatts of nameplate capacity.

Our multi asset portfolios are all run using a team approach.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

Mr. Roth ran a «Monte Carlo» simulation comparing the results of two sets of portfolios, one that included index funds incurring total expenses equal to 0.25 % of assets each year and the other consisting of actively managed funds that cost 2 % annually.

Mr. Cates says at Southeastern Asset Management requires each of its analysts and portfolio managers to run a paper portfolio and to justify any differences between their paper holdings and the firm's real - world bets.

If you're over 45 and have been enjoying a fantastic equity run by being heavily overweight equities, I suggest rebalancing your portfolio to be more in - line with the New Life or Financial Samurai Asset Allocation model.

In 2014, the New York State pension fund, which has about $ 178.6 billion in assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the position.

Mutual funds are a great way for investors to gain exposure to many different stocks, bonds and other asset classes in a single, diversified portfolio that is run by a professional money manager.

Mr. Maida, who oversees $ 125 - million in assets, has raised cash levels to 55 per cent in the portfolio he runs for wealthy individuals and foundations.

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

Structural risk protection comes in the form of running portfolios that are diversified by and within asset class in addition to purchasing diversified baskets of securities rather than individual issues.

WHen managing that company's portfolio I didn't have to worry about a run on the portfolio, because I kept more than enough liquid assets to satisfy the demands of policyholders should they decide to surrender.

The authors ran three trials using one, two and three active funds for each asset class and compared the success rate to a simple portfolio with one index fund for each category.

If you subscribe to the idea of running a «passive» portfolio based on target asset allocations, there are two reasons to rebalance (although the main advocates usually only admit to one).

For those that haven't come across the term, it's a method used to find how much a retiree can withdraw from their portfolio of assets each year without running out of money before reaching the end of their life.

A mortgage pre-approval entails a lender running a credit check and verifying your income and assets, followed by an underwriter doing a preliminary review of your financial portfolio.

Like with all funds, what you own when you own shares in an open - end fund is a proportionate share of a large portfolio of assets run by a management company.

The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return / risk characteristics at the lowest cost.

IB Asset Management runs these portfolios by managing a firm - owned account that invests in the assets underlying the specific index corresponding to each portfolio.

Such a run on assets would put money market funds in the difficult situation of having illiquid Treasuries in its portfolio while needing to raise cash to pay off exiting shareholders.

Barrack St Investments Barrack St Investments Ltd (BST.AX) is an listed investment company that runs a concentrated small to mid cap growth portfolio managed by ECP Asset Management Pty Ltd..

Janus Unconstrained Bond (JUCAX) On October 6, Bill Gross, The Bond King, completes the transition from running 34 funds and $ 1.8 trillion in assets to managing a single $ 13 million portfolio.

Advisors see the rise of the robos as the evolution from exchange traded funds, which are portfolios of defined assets traditionally run as clones of indexes, to financial plans based on passive management of the client's entire fortune.

It also provides steady cash flow that can be used to expand its asset portfolio over the long run.

That increased value might not always be exactly recognized the market at all times (leading to the aforementioned volatility), but the price of your stocks (and thus the market value of your assets / portfolio) should increase over the long run.

Adrian Mastracci, portfolio manager of Vancouver - based Lycos Asset Management Inc. says funding the ever demanding retirement years can be fraught with fears and trepidation and any additional options that help retirees from running out of money in their later years are welcome strategies.

Most P&C insurers run short asset portfolios and have already adjusted to the low interest rate environment.

Bottom line: Techniques like mean - variance optimization, rebalancing and tax - loss selling may very well enhance performance over the long run (although I'm skeptical about portfolios that load up on lots of funds and asset classes).

Use the portfolio optimizer tool to run optimize portfolios based on mean - variance, conditional value - at - risk (CVaR), or drawdowns, and explore the efficient frontier of the portfolio assets for a given time period.

Ben Felix is to be commended for including a run with lower brackets (which, TLDR, also found a much lower benefit to optimizing vs. just keeping a balanced portfolio in each account — so if your income is closer to $ 70k / yr than $ 200k / yr, then there's even less potential savings on the table so again, just side - step the thorny issue of asset location entirely).

Our Volatility Meter shows the historical returns of key asset classes and illustrates how diversification can affect a portfolio's volatility and returns over the long run.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York