Sentences with phrase «recommended asset allocation plan»

moneycontrol recommends that you have atleast some part of your assets in index mutual funds (you would have seen this in your recommended asset allocation plan also if you have used moneycontrol's Asset Allocator).

The investment planners study your case and assess your risk taking ability and risk appetite to further recommend an asset allocation plan or an apt endowment policy.

Not exact matches

They've also got great tools for x-raying your portfolio for excessive fees, recommending a more optimized asset allocation, and planning for retirement with their Retirement Planner.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

Recommend an asset allocation model suited to their personal needs and goals, based on the investment alternatives available in your plan

We recommend to our clients that they invest in such mutual funds in accordance with their chosen asset allocation plan and policies developed in consultation with us.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and tiRecommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and tirecommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner