Sentences with phrase «run by professional money managers»

While actively - managed ETFs run by professional money managers are still scarce, you can bet that innovative money management firms are working diligently to overcome the challenges of making this product available worldwide.

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.

Not exact matches

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.

Authored by the chairman and founder of AAII, this valuable publication shows you how you can outperform professional money managers and the market over the long run.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network