Sentences with phrase «research portfolio as»

NOAA's research portfolio as a whole is being cut by nearly 10 percent over 2007's allotment.

It was no surprise, then, that during a hearing yesterday on NSF's 2019 budget request he railed against a handful of grants from NSF's $ 6 billion research portfolio as a waste of taxpayer dollars.

Not exact matches

Over the last two decades, such loans as a percentage of total bank commercial loans, have dropped to 30 percent of bank portfolios from 50 percent in 1995, according to recent research compiled by former Small Business Administration head Karen Mills and Harvard University.

By opening an account with a discount broker such as Charles Schwab & Co., Inc., you'll not only save money on commissions but you'll also get access to online tools that help you assess your risk tolerance, set asset allocation targets, access research reports and track your portfolio's performance.

Mr. Chai, a CFA charterholder, joined Fidelity in 1997 as an equity research analyst, and he has managed multiple technology - related sector and industry portfolios since 2003.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

Across a network of more than 550 portfolio managers and research analysts, located in 25 countries, ESG is identified as integral to fundamental analysis and decision making.

David joined Leith Wheeler in September 2015 from Mackenzie Cundill where he worked for the previous eight years, most recently as Director of Research and Lead Portfolio Manager for several of Cundill's strategies.

Combining investment research and portfolio management with direct client relationships, Mr. Roberts also served as the firm's Chief Compliance Officer from 2004 - 2016 and represents KF investors as a director or observer on the boards of several private venture companies.

He had most recently served as the firm's portfolio strategist as well as head of its financials research team.

In this Research Insight, we create a common definition of «value» and examine how value strategies can be implemented, in both active and passive portfolios, using three generations of value indexes as examples.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

The Fund utilises a research driven, fund of fund approach to generate returns and is designed to complement traditional investments, such as stocks, bonds, and property, and form part of a diversified and balanced portfolio.

As both Louis Lau, San Diego — based EM portfolio coordinator and director of the Investments Group at Brandes Investment Partners, and Jay Jacobs, vice president and director of research at Global X Management, a New York — based provider of emerging - market and frontier - market exchange - traded funds, point out, inclusion in the influential MSCI Emerging Markets Index is a prerequisite for most such investors.

If you do your research, you can still find companies with growth such as KMB but I agree that the LULU, Netflix or Tesla will rarely exist in such a portfolio.

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

CoinLion users can earn LION in the form of community incentives, as well as sharing portfolios, research, and strategies with users.

Mr. Aguilar also served as the head of quantitative research for Lehman Brothers» alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

The screen is not intended as a comprehensive portfolio, but a list for further research, and proper risk management techniques should always be considered.

«RBC GAM's investment approach is characterized by fundamental research and rigorous discipline, along with a focus on risk management and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markets.»

He also held assignments as group CIO of the Equity division, director of research for Fidelity Tokyo, director of U.S. equity research, portfolio manager for U.S. equity funds, and a research analyst.

Brian Bares serves as President, Portfolio Manager and Research Analyst for Bares Capital Management, which he founded in 2000.

Jeff joined Capital in 1990 after serving as Director of Research / Portfolio Management at another Midwestern investment advisor.

While at Fidelity he served as a research analyst covering technology, retail, and healthcare and later served as a sector leader and portfolio manager covering healthcare.

He previously served as executive vice president and chief investment officer of non-US and global equity investments for MFS, during which time he oversaw the company's global portfolio management, research and trading functions.

Maura joined MFS in 1991 as a research analyst and became a portfolio manager in 1992.

Jamie joined MFS in 2007 as an equity research analyst, responsible for global financial stocks and assumed portfolio management responsibilities in 2010 for the firm's Global Research analyst - led poresearch analyst, responsible for global financial stocks and assumed portfolio management responsibilities in 2010 for the firm's Global Research analyst - led poResearch analyst - led portfolio.

As a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management and participates in the research process and strategy discussions.

As an institutional portfolio manager, Camille participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows.

As an institutional portfolio manager, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows.

In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions.

Ward joined MFS in 2005 as a fixed - income research analyst and was named portfolio manager in 2008.

Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004.

Blum has more than 20 years» experience in investments and research, including working with individual clients as a trust portfolio manager and as a bank examiner with the Federal Deposit Insurance Corporation.

As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows.

As portfolio managers and large shareholders of the Fund, we're not satisfied with losses, but we remain confident in our time - tested philosophy, investment process and research team.

Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.

«Retirees Now Frequently Base Their Retirement Decisions on the Portfolio Success Rates Found in Research Such as the Trinity Study....

Also you can research either Harris & Harris Group (TINY) or its portfolio of companies as well as its microcap cousin Advance Nanotech (AVMA) and of course client Dais Analytic (DLYT).

Note that Barron's recently recognized our Most Attractive Stocks portfolio as # 1 over the prior 12 months amongst the best of the Wall Street research firms.

In addition to over 25 years of portfolio management and equity research experience with Leith Wheeler, Bill spent five years as trader of the firm's bond portfolios.

There may be more equity research positions opening in the future as quantitative models of trading strategies to mitigate risk become increasingly important in the management of commercial and retail portfolios.

Strong communication skills are a key requirement of the equity research position, as the researcher needs to be able to translate difficult - to - understand financial coefficients to the portfolio manager and others to clarify why certain financial data is meaningful to the investment process.

... Next Steps: With these dividend metrics in mind, I definitely rank RGC Resources as a strong income stock, and is worth further research for anyone who considers dividends an important part of their portfolio strategy.

... In terms of its peers, Consolidated Water generates a yield of 2.62 %, which is on the low - side for Water Utilities stocks.Next Steps: With this in mind, I definitely rank Consolidated Water as a strong dividend stock, and makes it worth further research for anyone who likes steady income generation from their portfolio.

The information, data, analyses, and opinions presented herein (including current investment themes, the portfolio managers» research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the portfolio managers and Harris Associates L.P. as of the date written and are subject to change.

Grace Hoefig, research analyst and portfolio manager for Franklin Equity Group ®'s US Value Equity team, says that recent stock market dips have presented value opportunities in some market sectors, but, as through all market conditions, a little patience and a lot of research and flexibility are required to uncover them.

Our ESG Research products and services are available on our integrated online platform, MSCI ESG Manager, and are also available on MSCI's BarraOne and Barra Portfolio Manager platforms, as well as in FactSet and StyleResearch.

MoneyShow attracts the smartest investing and trading minds from major markets worldwide, including experts from institutional research firms, as well as top portfolio managers, who share their advice through a variety of platforms.