Portfolio restructuring

Portfolio restructuring

Applies to derivative products. Recomposition of a portfolio's asset mix by selling off undesired asset types (equities, debt, or cash) or specific securities within that class, while simultaneously buying desired types or securities. Often a firm is asked to bid on an old portfolio and give an offering of the desired portfolio. See: Program trading.

Portfolio Restructuring

An active management strategy for a portfolio or fund in which the investor or money manager changes the securities represented in the portfolio or fund as changes to one's investment goals change. Portfolio restructuring involves the sale of assets no longer needed or wanted and the purchase of different ones. The term implies that this occurs at a fundamental level; that is, rather than selling a few securities here and there, the investor or money manager is changing the basic structure of the portfolio or fund. The investor or money manager may use fundamental, technical, and/or macroeconomic analysis in determining when and how to change the securities in the portfolio or fund. See also: Asset allocation.
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Transaction themes included financial sponsor investment in renewables, cross-border investment into the US and Latin America, and portfolio restructuring as a result of shareholder activism or financial distress from nuclear and clean coal greenfield development.
Drivers for both the net interest income and net interest margin improvements were a shift in the mix of earning assets coupled with the full quarter impact of the portfolio restructuring and the December 2018 rate hike.
Fitch expects that with the material part of Sandnes' problem portfolio restructuring completed, and loan impairment charges (LICs) should be lower in 2018 than in 2017, and remain low in 2019.
The firm's UK & Ireland president Serhiy Zuyev added: "The portfolio restructuring at AES in Northern Ireland will have an impact on the organisation structure across both plants.
Portfolio restructuring research is critical to better understanding the limits of firm growth, the implications of altering the firm's business portfolio, and the effectiveness of changes in organizational and capital structures (Bowman & Singh, 1993; Johnson, 1996; Kolev, 2016; Schonhaar, Nippa & Pidun, 2014).
Over the years Anup has helped several brands in business strategies including incubating and developing new businesses, mergers and acquisitions, portfolio management of group of businesses and implementing portfolio restructuring decisions, and has also incubated new businesses like education, travel retail and many more.
Smaller banks in the nation have completed a new round of mortgage portfolio restructuring to stay comfortably under the growth caps imposed by the Australian Prudential Regulation Authority to contain interest-only borrowing.
With this sale, Tata Steel UK will complete its portfolio restructuring to focus on the strip products supply chain linked to Port Talbot.
The increase in net income was primarily due to continued loan growth and loan portfolio restructuring.
In a statement, Tata Steel confirmed its board had recommended exploring "all options for portfolio restructuring including the potential divestment of Tata Steel UK, in whole or in part".
The news from TATA Steel Mumbai that it is exploring all options for 'portfolio restructuring' including the potential divestment of Tata Steel UK, in whole or in parts, is extremely concerning.

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