Sentences with phrase «runs these portfolios by»

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.

Not exact matches

The Gotham Gal runs this part of our investment portfolio with some involvement by me.

New websites, some run by tech stars, are making it ever easier for regular investors to build portfolios at low cost.

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.

If you're depending on your portfolio to throw off a certain amount of cash and you take too much risk by choosing investments that are too volatile, you could come up short regarding your living expenses and be forced to accelerate withdrawals, increasing the chances that you'll run out of money or shortchange your estate.

As clients near retirement after a nine - year bull run, looking to rebalance an equity - heavy portfolio could be stymied by...

Likewise, if you run your own business and focus on keeping costs low, margins sufficiently high, and reduce spending in - line, you're probably going to come out ahead of the game by using these downturns to dollar cost average into your portfolio.

This is uncomfortable for hedged - equity in the short - run, because the glamour stocks drive gains in the major indices that aren't sufficiently matched by gains in broadly constructed stock portfolios — particularly those following value - conscious strategies.

GE said in January that it would boost reserves by about $ 15 billion over seven years and take a $ 6.2 billion charge against the fourth quarter following a review and reserve testing for GE Capital's run - off insurance portfolio.

And because he ran an idiosyncratic portfolio, it's highly likely Keynes would be fired by professional investors in today's day and age.

The existing impact portfolios are run in - house by the PMC team with consulting services from sustainable investment specialist Veris Wealth Partners, which assists in managing sector exposure and tracking error.

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.

ACE Farming Company, formerly owned by Valad Property Group and run by Jeremy Bayard, expanded its portfolio in northern Victoria again this year.

goFArm, which manages a development portfolio of over 21,000 ha of prime agricultural land in the Riverina and Sunraysia is run by agribusiness investor Liam Lenaghan and chaired by Robert Costa, co-founder of the country's biggest fresh fruit and veg group.

Guided by more than 68 years of family leadership, Outrigger runs a highly - successful, multi-branded portfolio of hotels, condominiums and vacation resort properties, including Outrigger ® Resorts, OHANA by Outrigger ®, Hawaii Vacation Condos by Outrigger ®, Embassy Suites ®, Holiday Inn ®, Best Western ®, Wyndham Vacation Ownership ® and Hilton Grand VacationsTM.

The American has a portfolio of sports franchises back in the States - none of which are successful by the way, all are run with the same lack of ambition.

Because we're getting busier running courses and marking coursework, we are setting some dates by which you can submit your portfolio with an estimate of the date you should receive your School of Babywearing and OCN certification: Send in your... Continue reading →

He pointed out that just in the last couple of days, there was another example of failure in the current system of oversight when U.S. Attorney Preet Bharara charged a former portfolio manager in the state's pension fund, which is overseen by the state comptroller, with running a bribery scheme.

He points out that just in the last couple of days, there was another example of failure of the current system of oversight, when U.S. Attorney Preet Bharara charged a former portfolio manager in the state's pension fund, which is overseen by the state comptroller, with running a bribery scheme.

Although approval of the AP test by the College Board is still in the works, the beta version of the portfolio submission site, called the Innovation Portal, is already up and running.

Nicolas Cage continues his portfolio - fattening run of action flicks with «Season of the Witch,» a medieval - set adventure thriller about a pair of returning Crusaders who stagger back from the war to discover their homeland ravaged by the plague — and are charged by their town elders with transporting a suspected witch to a faraway land.

DCPS would not be asked to oversee schools run by others or manage the city's entire portfolio of public schools.

The report believes (per CRPE's «portfolio - district» approach) that districts can be transformed from owner - operators of schools into arms - length assessors of schools run by others.

Agora is one of the largest in a portfolio of similar public schools across the country run by K12.

In addition, this state's largest charter authorizer, Miami - Dade — run by the terrific Assistant Superintendent Tiffanie Pauline, who happens to be a Black woman — oversees a strong portfolio of schools and is leading efforts to focus more heavily on student outcomes and promoting transparency.

Earlier investments of nearly $ 3 million in this personalized learning portfolio include Rocketship, a national network of blended learning schools seeking to eliminate the achievement gap in low - income neighborhoods, New York City's School of One blending learning model upon which New Classrooms is based, and CFY, a national nonprofit organization that runs the acclaimed online learning platform, PowerMyLearning.com, which provides students, teachers, parents and school leaders with free online access to pre-screened digital learning activities produced by third parties, as well as consumer ratings.

The smallest vehicle in the Lincoln portfolio has received the automaker's signature grille, which is joined by redesigned LED headlamps and LED daytime running lights.

Nav System, Heated Leather Seats, Moonroof, 4x4, Hitch, Heated Rear Seat CLICK ME!KEY FEATURES INCLUDELeather Seats, Navigation, 4x4, Heated Driver Seat, Heated Rear Seat, Cooled Driver Seat, Running Boards, Premium Sound System, Satellite Radio, iPod / MP3 Input, Onboard Communications System, Remote Engine Start, Dual Zone A / C, Heated Seats, Heated Leather Seats MP3 Player, Privacy Glass, Keyless Entry, Steering Wheel Controls, Heated Mirrors.OPTION PACKAGESENGINE: 6.7 L 4V OHV POWER STROKE V8 TURBO DIESEL B20: 4 valve OHV, manual push - button engine - exhaust braking and intelligent oil - life monitor, 3.55 Axle Ratio, Extra Heavy - Duty 220 Amp Alternator, Dual 78 - AH 750 CCA Batteries, 48 Gallon Fuel Tank, PLATINUM ULTIMATE PACKAGE: Twin Panel Power Moonroof, map lights and moonroof switches, Ultimate Trailer Tow Camera System, 360 degree camera system and trailer reverse guidance, NOTE: Does not include customer placed trailer camera, Rear CHMSL Camera Display in center stack screen, LED Center High - Mounted Stop Lamp (CHMSL) w / cargo light and rear video camera, Lane - Keeping Alert, Adaptive Cruise Control & Collision Warning, brake support, HIGH CAPACITY TRAILER TOW PACKAGE: increased GCW from 23,500 lbs, to 25,700 lbs and upgraded axle, NOTE: Salesperson's Portfolio or Trailer Towing Guide should be consulted for specific trailer towing or camper limits and corresponding required equipment, axle ratios and model availability, See Supplemental Reference for vehicle height consideration, Wheels: 20» Polished Aluminum w / Diesel, ADAPTIVE CRUISE CONTROL & COLLISION WARNING: brake support, INDIVIDUAL TRAILER TPMS (DEALER INSTALLED): customer - placed trailer camera, NOTE: Trailer TPMS sensors only compatible on wheels w / a452» diameter valve stem, TRANSMISSION: TORQSHIFT 6 - SPEED AUTOMATIC: (6R140), SelectShift.Please confirm the accuracy of the included equipment by calling us prior to purchase.

The ETF — based on iBillionaire's proprietary index — will run a portfolio of 30 of the large - cap S&P 500 stocks most favored by billionaire investors based on their most recent 13F filings with the SEC.

So we ran 1900 large blend fund classes through our Orthogonal Attribution Engine (OAE) to get the probability the investment would outperform its replication portfolio by enough to cover expenses.

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.

Downside Management: they seek to limit exposure to downside risk by running a beta neutral portfolio (one with a target beta of 0.2 to minus 0.2 which implies a net equity exposure of 20 % to minus 20 %) designed to capitalize on arbitrage opportunities in the equity markets.

iBillionaire's strategy bucks this trend by running a relatively concentrated portfolio of just 30 stocks.

If Cheryl retires now, the Burtons would have a 50 - 50 chance of running out of money by the time they turn 90 and a 70 % chance of draining their portfolio by age 95, says Jim Otar, an adviser specializing in retirement planning in Thornhill, Ont.

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.

The property portfolio is diverse, spanning 207 properties run by 29 operators in 28 states.

It may come to pass, but you can't run a portfolio or a financial plan based on black swan events, which by definition are unpredictable.

By sticking to companies that have the means to pay high dividend yields, you not only get the added bonus of a regular paycheque from your portfolio (now electronically deposited in your investing account), but studies show that you'll likely enjoy a higher rate of return over the long run than the market typically provides.

To run the experiment I used the portfolio service offered by Lipper, Inc., a fund - analysis service owned by Thomson Reuters.

Funds are run by portfolio managers overseen by a Board of Directors who operate for the benefit of the shareholders.

The rationale is that by starting out with a more conservative mix better protects your portfolio from being decimated by big stock market downturns or subpar returns early in retirement a rising equity glide path reduces the risk that you'll run through your savings too soon.

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.

For those looking for a real life example (I suspect I know the answer but I will defer to Charles to provide the numbers in next month's MFO), contrast the performance over time of the closed - end fund, Source Capital (SOR) run by one of the best value investment firms, First Pacific Advisors with the performance over time of the mutual funds run by the same firm, some with the same portfolio managers and strategy.

For example, a portfolio of large companies bought at the end of each year where their median P / E was below that of the market would have earned average annual returns 10.2 percent above S&P 500 returns over the following five - year period (helped by the late 90's run - up in large companies).

Although both funds will operate as separate unit trusts, they will be run as one portfolio by the same portfolio management team.

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.

Or if you're not confident about doing this sort of number crunching on your own, you might hire an adviser to run some numbers for you and show you what you might be able to gain in extra retirement income by devoting even a small part of your savings to a diversified portfolio of stocks and bonds.

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..