IN ADDITION TO SERVING THE BEST INTERESTS of clients, CPAs introducing such customized fixed-income
portfolios also add value to their firm by broadening the relationship with the client, boosting overall revenue, contributing to stabilizing the firm's revenue profile and increasing the firm's ability to compete.
Securities Operations Conference has always provided a unique opportunity for those fulfilling this role to get together and share best practices.
The company provides fixed-income
market data for the liquid fixed-income
securities traded on its network.
securities are prominent on both the asset and liability sides of the balance sheet.
8 billion in equity and $1 billion in fixed-income
He has portfolio management responsibility for over $75 billion in fixed-income
assets as of December 31, 2006.
5 billion is in three fixed-income
portfolios, whose investors include New York City Public Employees Retirement System, Comsat and IBM.
Despite its relative advantages both in measuring price volatility and in providing assistance for reducing the interest rate risk of a fixed-income
portfolio, duration receives little coverage.
Nuveen Investments markets its highly specialized investment teams, each with its own brand-name and area of expertise: NWQ, specializing in value-style equities; Nuveen, focused on fixed-income
investments; Santa Barbara, committed to growth equities; Tradewinds, specializing in global value equities; Rittenhouse, dedicated to "blue-chip" growth equities; and Symphony, with expertise in alternative investments as well as equity and income portfolios.
XTF Target Maturity 2010: For investors nearing retirement age, this portfolio is designed to continue generating capital appreciation through 60% holdings in equity ETFs but also focuses on wealth preservation with 40% fixed-income
ETFs and will rebalance to approximately 50% in fixed income ETFs and 50% in equity ETFs by 2010.
Eric has a strong track record of building and managing fixed-income
As the Global Head of Fixed-Income
Prime Brokerage, Gunewardena will build a fully-integrated Fixed-Income
Prime Brokerage which will offer hedge fund clients access to Deutsche Bank's industry-leading fixed income products.