Sentences with phrase «well as a portfolio»

Work with a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional who is required to complete extensive training and continuing education and can help you with big picture planning as well as portfolio management.

She is an observer or serves on the board for various non-profits as well as portfolio companies.

Rich gained experience in trading as well as portfolio management systems with Laurel Capital Advisors (a unit of the former Mellon Financial), and the Pittsburgh institutional office of Merrill Lynch.

They work strategically to protect and grow our clients» assets, carefully considering external forces that affect the markets, as well as each portfolio's risk - reward ratio.

We have extensive experience advising on sales to strategics and private equity firms as well as portfolio companies of private equity firms.

While private student loans contributed between $ 5 and $ 7 billion in new loans annually just seven years ago, it now contributes $ 10 billion per year as well as a portfolio numbering more than $ 100 billion in outstanding loans.

About Blog Health Economics and HTA and its role in pricing and reimbursement, pipeline and in - licensing evaluations, as well as portfolio and company valuations in the biotech and pharmaceutical sector, is ever increasing.

Ongoing assessment of progress is made, based on formal and informal testing, as well as portfolio evaluation.

On offer will be several accessories such as a HDMI multimedia dock as well as a Portfolio 360 case.

In the case of SYLD, the manager chooses what he considers to be the top 100 stocks based on shareholder yield, as well as the portfolio weights.

I understand that it's somewhat riskier in the short term, but over the span of a few decades, realistically speaking it should perform at least as good as a portfolio invested in a total market kind of fund.

As for the actual accounts, it will show each mutual fund, cost basis, and you can click and see allocations, as well as portfolio level allocations.

Investors have to know and understand the difference between value funds and growth funds so as to be able to create an investment plan as well as a portfolio which meets their financial goals and objectives.

Vanguard Total Stock Index contains many, many mid - and even small - cap stocks that naturally increase the volatility of that fund as well as any portfolio relative to the S&P 500.

April 16, 2014 David Winters appeared on Fox Business Network's «Countdown to the Closing Bell» with Liz Claman, and discussed his opposition to Coca - Cola's 2014 equity compensation plan, as well as portfolio holdings Genting and Galaxy Entertainment.

Her team is responsible for delivering BlackRock's full capabilities to RIAs, including distribution, marketing, and investment support for mutual funds, separately managed accounts, alternatives and iShares ETFs as well as portfolio construction consulting and risk analytics.

Good question, but it would be hard to back AAPL out (both from a mathematical standpoint as well as a portfolio standpoint).

To determine allocation effect, we compare the average weight in each of the 11 GICS ® sectors held by active large - cap managers relative to the S&P 500 during the measurement period, and the sector contribution to benchmark return as well as the portfolio return.

Key portfolio characteristics include a «through retirement» glide path designed to account for an investor's full life expectancy, a managed volatility approach, as well as portfolios combining active strategies plus factor - based and market - cap - weighted exchange - traded funds (ETFs).

I own 23 shares, so this will increase my annual dividend income by $ 2.76 to $ 4,569.42 I updated both my Passive Income page as well as my Portfolio page to reflect the changes.

This includes new registrants, as well as portfolio managers that are already registered and who have changed their operating model [s] to provide advice using online platform [s].»

In KINFO you will only see the change in percent related to their previous position as well as their portfolio allocation.

About Blog Health Economics and HTA and its role in pricing and reimbursement, pipeline and in - licensing evaluations, as well as portfolio and company valuations in the biotech and pharmaceutical sector, is ever increasing.

Make sure to read our story about Whale Watching in BC, British Columbia as well as our portfolio on Killer Whales.

Make sure to visit our story on Whale Watching in BC, British Columbia as well as our portfolio on Killer Whales

As a brand, publisher, designer, photographer, artist, or filmmaker, the social web is your new distribution channel as well as your portfolio for intellectual assets.

In 1946, Still exhibited twelve paintings at the gallery, as well as a portfolio of oils on paper.

For over 35 years, she has taught figure - and landscape - drawing and painting courses, as well as portfolio development seminars.

Led by artists Felicty Clear, Beth O'Halloran and others courses include life drawing, painting and drawing from the collection, as well as a portfolio preparation course for those interested in entering third level education.

Also on view is one of the artist's earliest screenprints, the 1986 «Blueberry Field,» as well as a portfolio of six aquatints called «Small Cuts» that Katz made in 2008 inspired by the early collages he made in the late 1950s.

Homely Girl, a Life (1991 - 1992) is a project that comprises a bound version including a written piece by Arthur Miller, as well as a portfolio of 10 drypoints; featured in our show is the bound version in two volumes.

She has taken part in studio visits for residencies at Trestle Gallery, Smack Mellon, as well as portfolio reviews at the Pratt Institute and Maryland College of the Arts.

They are increasingly negotiating fixed pricing, both for individual matters as well as portfolios.

real estate and planning aspects of infrastructure and data center deals, as well as portfolio management

Last month, we released Robinhood for Web, complete with powerful research and discovery tools to help you make better - informed decisions, as well as a portfolio transfer service so you can move your outside portfolios to Robinhood.

Trading, as well as portfolio tracking, capabilities for Binance are to follow.

Trading, as well as portfolio tracking, capabilities for Bithumb are to follow.

About Blog Health Economics and HTA and its role in pricing and reimbursement, pipeline and in - licensing evaluations, as well as portfolio and company valuations in the biotech and pharmaceutical sector, is ever increasing.

Artist with 3 years of related work experience, as well as portfolio of varied accomplishments including referenced articles, exhibitions, and academic achievements.

I am highly skilled in doing comparative and cash flow analysis as well as portfolio and asset management and valuation.

Executive Profile Experienced Sales professional with exceptional written and verbal communication skills... launch as well as the portfolio of services.

Our key skill is understanding the drivers of value which allow us to help investor clients with capital valuations and advise them on strategy, the market, and supply / demand issues as well as portfolio analysis, forecasting and due diligence for both purchase and sale.

He is responsible for the day - to - day management of PCCP's debt business, which includes implementation of fund and individual client strategies as well as portfolio management.

Not exact matches

«There are few early - stage funds such as ours that dedicate the majority of their investment to New York, so we felt that was a very good way to build a portfolio.»

With Blue Ant, MacMillan appears to be tacking against the torrents of broadcast television dreck at the bottom of the dial by targeting two coveted demographics, the first of which is thinking, affluent baby boomers: its portfolio includes content about the cottage lifestyle, travel, and PBS - style documentary programming through the Canadian version of the Smithsonian Channel, as well as a nature channel called Oasis.

Luis wants Coach to become the first U.S. luxury accessories conglomerate, a smaller, stateside version of an LVMH or Kering or Richemont, whose portfolio will include shoes and high - end apparel as well as leather goods.

On the surface, the deal doesn't diversify Coach's product portfolio as much as, say, Burberry might have, since Kate Spade, too, is best known for handbags.

It's been 60 years since he started his investment - counselling firm, which now manages more than $ 36 billion in pensions and endowment funds, as well as corporate and private portfolios.

BCG singled out Romney's old firm Bain Capital, as well as Advent International and EQT, as being ahead of their rivals in helping portfolio firms map out a «detailed value plans.»

Obviously Astral's portfolio of English and French - language pay TV and specialty TV channels, as well as Canada's largest network of radio stations, go a long way to lock up more content.