Sentences with phrase «researching various assets»
Some investors enjoy stock picking and researching various assets.
https://barbarafriedbergpersonalfinance.com/ Not exact matches
Mr. Arnott's firm Research Affiliates maintains an Asset Allocation site that provides 10 - year Expected Returns across various securities and asset claAsset Allocation site that provides 10 - year Expected Returns across various securities and asset claasset classes.
However, research has shown that it is through the careful selection of the various asset classes, rather than the individual investments themselves, that people prosper financially.
7 HSBC Global Funds Approvals & Research team is a research and asset management capability utilized by certain HSBC companies in various regions around thResearch team is a research and asset management capability utilized by certain HSBC companies in various regions around thresearch and asset management capability utilized by certain HSBC companies in various regions around the world.
Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market
Principal Investment Strategies: The Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.
PRINCIPAL INVESTMENT STRATEGIES: Each Fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends.
In addition, in 2016, we acquired all outstanding shares of a research and development - driven computer vision software company and substantially all of the assets of various companies that specialize in the areas of software and advertising technologies.
«In the gold market, various players are exploring blockchain in the context of transforming gold into a «digital asset», tracking gold provenance across the supply chain, and introducing efficiencies into post-trade settlement processes,» the research noted.
In addition to the digital assets exchange platform, the company has applied its advantages of cryptocurrency related technologies, know - how and human resources to develop its business in various fields such as information and research service business, wallet services for cryptocurrency management, etc..
Research into various asset classes and create client presentations with detailed oversight of client affairs.
Intern - Managed Assets Group 5/2005 — 5/2006 Conducted research on ideas, strategies, and analysis on the Merrill Lynch platform of Money managers and Mutual funds to assist Consults, Mutual Fund Internal Sales Specialist Group and MAG Sales Desk in creating tailored RFPs, using various sources such as Mobius and Morningstar Hypotheticals».
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Rothstein Asset Management (Washington, DC / Shanghai, China) 2006 — 2007 Operations Manager / Research Analyst • Managed a three - person staff through the initiation and implementation of various marketing, operations, and infrastructure development projects • Researched and analyzed alternative investment vehicles, venture capital opportunities, and equities within various Asian markets • Developed monthly performance reports for distribution to investment clients and fund partners
According to research by TIAA - CREF Global Real Estate that compares how well various asset types perform as inflation hedges, among 5,000 portfolios with five - year holding periods, but with random starting years from 1978 to 2011, the National Council of Real Estate Investment Fiduciaries Property Index's total returns for commercial real estate beat inflation 84 percent of the time, and by a huge 698 basis points, on average.