IARs are able to work with clients to select the portfolios that best meet their needs -- whether they prefer a dynamic or tactical investment style
, or a portfolio consisting of mutual funds, ETFs or a combination.
CitiFX Beta Indices use a monthly ranking system to determine which currency pairs are traded for each investment style
The best performing investment style
over the first seven months of the year continues to be mid-cap growth as the S&P MidCap 400/Citigroup Growth Index has gained 9.
An insurer can design a proprietary fund to precisely fit into an investment style
that is needed to fill a client's asset-allocation needs, said Reilly, who in his retirement makes presentations on behalf of the National Association for Variable Annuities.
But the stock market's problems have made an impression on Xers, with 22 percent dubbing their investment style
as conservative, up from 11 percent last year.
a leading analytics provider, bringing Zephyr's web-based investment style
analytics to the InvestorForce site and InvestorForce's manager data to Zephyr StyleADVISOR(R) subscribers.
Monitor managers for consistency of investment style
and portfolio management personnel.
If each investment manager has his own investment style
, why not his own unique voting process?
Previously, he worked for seven years with the global investment firm Goldman Sachs, where he served as vice president and a senior member of a team managing a large-cap core investment style
for clients and partners of the firm.
The stable value investment style
is a conservative fixed income investment strategy that seeks to provide high current income and protection from price volatility caused by movements in interest rates.
This will determine your investment style
, which will almost certainly change over time.
Under the rule adopted by the Securities and Exchange Commission, instead of the usual lengthy prospectus, investors could get a shorter summary outlining a mutual fund's risks, performance and investment style