Not exact matches
He is responsible for implementing customized investment
approaches,
including strategic and
tactical multi-asset class solutions, for institutional clients.
The
tactical approach on where to invest
included advising investors to tread carefully with fixed income investments, favouring large cap companies to smaller cap companies and to focus on what he calls «dividend - growth stocks».
«Over time, whether Isaac decides to stay with a passive
approach or graduate to a discretionary service, which may
include tactical downside protection and additional diversification, these ETFs will be key building blocks for any future portfolio,» Mordy concludes.
He is responsible for developing and implementing customized investment
approaches for clients,
including strategic and
tactical global balanced funds as well as equitization and overlay strategies.
We advise clients on the legal,
tactical and best practice
approach and their range of options in each matter
including the practical handling appropriate to managing issues involving sophisticated partners and LLP members.
And that
includes the supposedly safe old standbys like «strategy» and «counsel»: huge databases of business and legal intelligence will be able to provide increasingly reliable indicators of how various
tactical approaches will pan out.