Sentences with phrase «such as the portfolio manager»

Not exact matches

Joint - venture partner Cummins, a leading engine manufacturer, and big - name clients such as GM, Volvo and Caterpillar give credibility to Westport's technology, notes Mike Newton, senior vice-president and portfolio manager at Macquarie Private Wealth.

Margie Patel, a senior portfolio manager at Wells Fargo Funds, said that she expects to see little to no effect from trade tariffs and has been adding to companies such as PNC Financial Services that have sold off in the market downturn.

Ian Ainsworth, a senior vice-president and portfolio manager with Mackenzie Investments, is particularly bullish on Flash technology, a kind of memory chip that stores information in portable devices such as phones, tablets and USB drives.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer sheds light on the rebound in the consumer packaged goods stocks, such as Kraft Heinz, ConAgra, Kellogg's, and Procter & Gamble.

A good source for tools such as «managing your investments» (click Portfolio Manager).

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionas key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionas asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutionAs a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Their managers also trade actively but reputedly in such a way as to reduce trading costs that could otherwise wipe out the gains made from a long - only factor portfolio.

Indeed, this is a trend that GSAM's portfolio manager Takashi Suwabe recently observed, and, as such, he has identified a handful of new investment themes that can now be designed:

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

At year - end 1999, having turned the portfolio over 174 %, the manager said they had moved away from «stable growth companies» such as supermarket and financial companies, and into tech and leisure stocks, singling out in the year - end report Cisco and Sun Microsystems — each selling at the time at about 100 X earnings — for their «reasonable stock valuation.»

When it was first coming to market, a Great Companies» portfolio manager acknowledged that XGC's price tag was higher than rival large - cap funds such as Vanguard and iShares.

Cristina has been involved in the financial services industry for over 15 years and has leveraged expertise on a variety of investment areas such as: portfolio management, wealth management, manager selection and alternative investments.

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

Where an SWF is primarily a fund manager investing liquid financial assets of the state (e.g. Singapore's GIC), an NWF is akin to an investment company in charge of active corporate governance for the commercial, operational assets of the state such as state - owned enterprises, real estate, forests, infrastructure as a portfolio (e.g. Singapore's Temasek).

However, the researchers also found that investors who did track early red flags — such as high manager turnover — had higher returns than other investors on their investment portfolios.

You will also find a great deal more information about the fund on the site than is published in any table, such as the fund company's history, its portfolio managers and much more detailed information on each of its funds.

Michael E. Stack, CFA, Mike is a fixed income portfolio manager and serves as chair of the Financial Reserves Management Team (FRMT), responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and / or regulatory constraints, such as insurance clients.

Phil and Nancy could put their money in the hands of a portfolio manager for personal service including a custom portfolio that would be structured for their needs such as taking capital losses to offset gains and holding foreign currencies for countries they would like to visit.

The one that is included with their free subscription is handy for listing funds according to 18 criteria, such as category, manager tenure, minimum initial purchase, load or no - load, expense ratio, star rating, past performance, turnover, and basic portfolio composition.

CPMS is a service that Morningstar sells to advisors and portfolio managers who are interested in executing particular investment strategies — such as those based on dividends, value factors, or momentum.

If you believe as we do that risk can not be adequately explained by a single number such as standard deviation of return, but is rather the potential for the respective portfolios to face future capital impairment, it becomes important to compare the fundamental character of the manager's portfolio to that of the benchmark.

The Quarterly Update also informs investors of any recent changes, such as a new portfolio manager, a fund name change or fee levied.

The portfolio managers look to buy reasonably priced shares of companies based on expectations of both improving returns, such as companies with new management teams, and sustainable returns, such as companies that have enduring competitive advantages.

According to Greenwich Associates, institutions typically start using ETFs for short - term tactical tasks, such as portfolio rebalancing and manager transitions.

The managers then construct a portfolio that uses the type of constituents of a benchmark (such as style, leverage, momentum or market cap) to create a portfolio that will have a tracking error that closely adheres to the benchmark.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

Online brokers also offer for additional expense, services more closely resembling traditional brokers such as individual portfolio managers and professional investment advice.

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

For many years, active fund managers and institutional investors have often used a factor - based approach either to strategically construct portfolios or to tilt their portfolios toward well - known risk factors, such as low volatility, value, momentum, dividend, size, and quality, to capture the factor risk premium.

As indices rebalance and weightings increase relative to market capitalization, turnover rates, which hover around 3 % among passive funds such as an S&P 500 Index portfolio, remain ultra low as managers focus on issues across the broad markeAs indices rebalance and weightings increase relative to market capitalization, turnover rates, which hover around 3 % among passive funds such as an S&P 500 Index portfolio, remain ultra low as managers focus on issues across the broad markeas an S&P 500 Index portfolio, remain ultra low as managers focus on issues across the broad markeas managers focus on issues across the broad market.

As such, an alpha of zero would indicate that the portfolio or fund is tracking perfectly with the benchmark index and that the manager has not added or lost any value.

At year - end 1999, having turned the portfolio over 174 %, the manager said they had moved away from «stable growth companies» such as supermarket and financial companies, and into tech and leisure stocks, singling out in the year - end report Cisco and Sun Microsystems — each selling at the time at about 100 X earnings — for their «reasonable stock valuation.»

AMG Managers DoubleLine Core Plus Bond Fund is a total return oriented portfolio invested across multiple asset classes, including non-core areas such as high yield, emerging markets and bank loans, to help manage interest rate exposure.

A typical investment policy would see Canadian equity managers limited to Canadian equities benchmarked against the S&P TSX index and foreign equity managers managing foreign portfolios against foreign equity benchmarks such as the EAFE or S&P 500 indices.

So if you are going to base you portfolio selection criteria on poor statistical statements such as «X % of fund managers fail to beat the index in any given year», you might be disappointed that a managed fund will outperform your unmanaged fund choices.

We simply view JOE as an investment manager with permanent capital and understand how such companies are capable of above - average returns and how they can complement our other portfolio holdings.

Opinions of the Portfolio Manager are intended as such and not as statements of fact requiring attestation.

You'll feel like a seasoned portfolio manager with news, charts and complex technical analysis tools — such as Bollinger Bands and moving averages — all at your fingertips.

But once you add in fees (the average stock fund had an expense ratio of 1.19 % in 2014, according to Morningstar's 2015 Fee Study, vs. 0.17 % for an S&P 500 index fund offered by Vanguard), and consider the unpredictability of the market and other quirks of the money - management business, such as how index gains are calculated, it's not that easy for portfolio managers to consistently outpace passive funds.

Nevertheless, many asset managers, such as PIMCO, offer funds that are marketed as «real return» or «inflation - managed» and include commodities (including gold) in their portfolios.

Get access to respected portfolio managers, such as BlackRock, RNC Genter, Boyd Watterson, and Nuveen

The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.

The Adviser has adopted policies and procedures and has structured the portfolio managers» compensation in a manner reasonably designed to safeguard the Funds from being negatively affected as a result of any such potential conflicts.

As required for purposes of analyzing the impact of existing and future market changes on the prices, availability, as demand and liquidity of such securities, as well as for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealerAs required for purposes of analyzing the impact of existing and future market changes on the prices, availability, as demand and liquidity of such securities, as well as for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealeras demand and liquidity of such securities, as well as for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealeras well as for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealeras for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealers.

A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.

As a result, Canadian banks are no longer turning a blind eye to the investment products, and are exploring options such as launching robo - advisers — online portfolio managers that automatically rebalance a suite of ETFs — to increase uptakAs a result, Canadian banks are no longer turning a blind eye to the investment products, and are exploring options such as launching robo - advisers — online portfolio managers that automatically rebalance a suite of ETFs — to increase uptakas launching robo - advisers — online portfolio managers that automatically rebalance a suite of ETFs — to increase uptake.

Sample resumes for Fixed Income Traders will include such skills as providing feedback, research and global news to the portfolio managers, and performing fundamental and industry analysis for corporate debt markets.

Efficiency in different operational tools such as TOAD 7.5, Ajax Tools, Rational Software Architect v 6.1.1, Struts Designer, Enterprise Architect, Java Script Debugger, Eclipse, Rational Application Developer v 6.1, WTP Project Support, Web Sphere Application Developer 5.1, My Eclipse Reports, Rational Clear Quest, JSP Development, and Rational Portfolio Manager

While it's generally safe to mention the size of your total client portfolio, such as the $ 3 billion portfolio discussed in the portfolio manager resume sample, use your best judgment when disclosing your firm's total assets under management.