Sentences with phrase «worked as an investment strategy»

What worked as an investment strategy last year may not be so effective in the coming year.

That said, Mauboussin presents some striking data about «persistence» in high ROIC companies that suggests investing in high ROIC companies is not necessarily a short ride to the poor house, and might actually work as an investment strategy.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Property developer Mirvac Group is aiming to strengthen relationships with Western Australian charities as it works on a cohesive community investment strategy.

The author is a former investment banker, an advisor in the technology sector and currently works as a strategy professional in the telecom industry.

One source said it can be tough work to make what he described as a «boring pitch» to investors for a direct lending strategy that, while prosaic, would more precisely match a given investor's requirements than any other investment option on the menu.

Jay's insights as to the real cause of our problems has enabled him to find investment strategies that work.

Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax - saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.

In some cases a premium domain can be effective in helping with your tax strategy too (please ask your accountant for details); or can work as an alternative asset (like Bitcoin), a way to store investment value in «the cloud» forever, that is easy, anonymous, and cheap to control and move around (ask a pro).

TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

The reason commercial investment firms and commercial banks all over the world, no matter if they are located in Cologne, Madrid, Reykjavik, Buenos Aires, New York, London, Wellington, Melbourne, Toronto, Vancouver, Montreal, Shanghai, Kunming, Hong Kong, Singapore, or Nairobi try to convince all clients to embrace diversification strategy as an essential part of their wealth building plan is not because it actually works, but because it covers up the weaknesses and flaws of an unqualified financial consultant.

A key piece of your retirement withdrawals strategy will involve taxes and it is important to understand both how taxes work for various accounts and investments, as well your overall tax situation.

As Robert Michaud, chief investment officer of ETF strategist New Frontier Advisors, remarked to Bloomberg: «There have always been cleverly designed investment strategies that assume they'll always have the liquidity they need to work, but that can be dangerous.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok.

As with any other investment strategy it does not always work though.

As Graham's value investing ideas gained popularity in the investing community with disciples like Warren Buffet and Mario Gabelli, a ton of portfolio managers and private investors began mining his work to develop their own investment strategies.

In 2009 as a manager with Lumi Consulting, he provided counsel for Beam, working alongside the company's global strategy team to help redefine its investment strategy globally.

It is s risky strategy performed by many companies as lack of investment can be costly, but if it's done swiftly enough and the bidders are plentiful it can work.

The report finds makes a list of recommendations for business, industry, professional bodies and government, namely: Construction businesses · Focus on better human resource management · Introduce and / or expand mentoring schemes · Boost investment in training · Develop talent from the trades as potential managers and professionals · Engage with the community and local education establishments Industry · Rally around social mobility as a collective theme · Promote better human resource management and support the effort of businesses · Promote and develop the UK as an international hub of construction excellence · Support diversity and schemes that widen access to management and the professions · Emphasise and spread understanding of the built environment's impact on social mobility Professional bodies and institutions · Drive the aspirations of Professions for Good for promoting social mobility and diversity · Support wider access to the professions and support those from less - privileged backgrounds · Promote and develop the UK as an international hub of construction excellence · Emphasise and spread understanding of the built environment's impact on social mobility · Provide greater routes for degree - level learning among those working within construction Government · Produce with urgency a plan to boost the UK as an international hub of construction excellence, as a core part of the Industrial Strategy · Provide greater funding to support the travel costs of apprentices · Support wider access to the professions and support those from less - privileged backgrounds · Place greater weight in project appraisal on the impact the built environment has on social mobility The report is being formally launched at an event in the House of Commons later today.

«They have spotted that HS2 is not part of an integrated solution, that it does not form part of any wider strategy, and that if HS2 is to work in terms of providing any wider economic benefits there has to be massive additional investment to make that happen, but there is no plan of how all of that would happen as well.»

Designed to enhance your Show investment through effective planning, marketing and budgeting, SEMA Show Exhibitor Summit attendees will work with Show experts to minimize costs on services such as material handling and electrical, explore promotional opportunities through sponsorships, and learn proven strategies to drive buyer traffic to their booths.

So as I see it, although both strategies will work well if the investor has the discipline and patience to maintain them, if your certain your going to get a good start with your investments, the SM seems like the best way to go.

Today, I have $ 25,000 in investments, working full - time as a mechanical engineer and adopting a buy - and - hold strategy.

There is an investment glossary, as well as strategy guides that can help you identify what might work for you.

AS for HDFC funds, most likely, the investment strategy of the fund did not work out.

This strategy can be utilized for both buying assets as well as liabilities without needing to remove your cash from the investment (i.e. whole life insurance using non-direct recognition companies) that is continually working AND compounding to generate a consistent rate of return.

As we have discussed numerous times on Wealthtrack, there is no greater investment strategy than the power of compounding and the more time it has to work the higher the returns.

A stick and hold strategy represent as much work as a buy and sell one as it require investors to closely follow the investments they hold.

You're just going to waste a lot of work, time, and money making a fuss about an investment strategy that works great as a concept, but completely fails when the details are applied in the Real World.

As you get ready to open your 529 plan account, decide which investment strategy will work best for you.

We are working on roles including that of an HR Director, needed to play a pivotal role in a firm's organisational development as it invests «across a variety of transformation projects»; a Head of Client and Sectors needed to support a refreshed BD strategy aimed at international opportunities; and a Chief Information Officer who can help fulfil a firm's potential through development and investment in ever - evolving technology.

Rohit worked as an Indian Lawyer, in house for Vodafone India Limited in Mumbai (a wholly owned subsidiary of Vodafone UK) advising on the group's corporate and commercial matters and in private practice for Juris Corp Solicitors & Advocates advising foreign clients in diverse sectors on foreign direct investment and their India entry strategies and structuring aspects.

Working on the position of a technical investment and handling all the duties and responsibilities of this position efficiently, these duties and responsibilities are as follows: mainly responsible for analyzing the past performance of the stock market and making predictions about the future performance of the stock market, providing correct information about the market to the customers, responsible providing help in making an investment to the clients, responsible for attending meetings with the financial manager to prepare new strategies and plans for the investment, responsible for solving customers» problems and queries about the market conditions

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

We are delighted to work with Goldman Sachs in making this investment, which exemplifies our strategy as long - term investors with partners of the highest quality.»

As a small group, we work together reviewing economic trends, investment strategy, sector weightings, and equity selection with particular focus on having the S&P 500 and Lipper Large Cap as benchmarkAs a small group, we work together reviewing economic trends, investment strategy, sector weightings, and equity selection with particular focus on having the S&P 500 and Lipper Large Cap as benchmarkas benchmarks.

Nonetheless, the collection is a wide - ranged review, both of resources as well as investment strategies, applicable to modern families and useful to the professionals who work with them.

I wasn't about to let these problems keep me from using real estate crowdfunding as a part of my larger real estate strategy so I borrowed from a solution that worked with direct property investment.

From an investment perspective, the cost per SF is very high and I do not see them paying back / working well as an investment strategy.

This is an affordable asset class for South Africans and works as a good complementary wealth strategy to listed products and a diverse investment portfolio.

Responsibilities: • Negotiating, writing and executing real estate investment agreements as well as contracts on behalf of the company • Offering counsel on a variety of legal issues • Advising executives within the company • Working alongside other departments within the company • Advising on contract status, business risks and risk mitigation strategies, and the legal liabilities associated with different real estate related deals including but not limited to: the evaluation of existing property special assessments, restrictions, zoning issues, building codes, lien releases, ADA, etc.) • Conduct title and survey review and perform due diligence on prospective loan deals; prepare and review contracts, and coordinate closings • Researching and anticipating unique legal issues that could impact the company • Reviewing advertising and marketing materials to ensure that they are in compliance with legal requirements • Manage real estate disputes including litigation • Providing training to the company on legal topics • Performing other duties as required or assigned

David has also worked as portfolio director at a family office coordinating investment strategy, due diligence and execution for all asset classes including real estate.

Over the past 20 plus years, Al has led extensive work in business and operational strategy, as well as restructuring and business improvement across the financial services, investment management, real estate, business services, and technology industries in the US, China / HK and broadly in Asia Pacific.

As @Tyler Work said, it's absolutely a viable investment strategy.