Sentences with phrase «various other investment vehicles»

Lastly, just like there are tax benefits of owning a home, there are many tax benefits related to various other investment vehicles.

Not exact matches

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

This is accomplished by illustrating how to evaluate different investment vehicles and opportunities, showing how to obtain necessary information for effective decision making, and even informing investors how various investments relate to each other within the economic climate.

Alpha is frequently used to compare the performance of various ETFs, mutual funds, and other investment vehicles against a measure considered «the market» and typically done to gauge the talent level of a trader or investment manager.

Other work includes advising Westminster City Council on the development and letting agreements for University Technical College, which included assisting in negotiations with Network Rail; advising the Borough of Haringey on the creation of a borough - wide housing investment vehicle with a private sector partner; and assisting the Homes and Communities Agency with various matters including the procurement of a development matter for the regeneration of a hospital, and assisting with the provision of Builders Finance Fund grant funding for recipients of various housing - led schemes.

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