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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The ability of the group to withstand the financial impact of the material decline in this division demonstrates the improvement in overall business profile that has resulted from the company's portfolio restructuring and cost saving measures across the remainder of the group.
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.
Airbus has agreed this deal as part of the companys strategy for portfolio restructuring within the Airbus Defence and Space Division, announcement on which was made in September 2014.
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".
Following the strategic view taken by the Tata Steel Board regarding the UK business, it has advised the Board of its European holding company ie Tata Steel Europe, to explore all options for portfolio restructuring including the potential divestment of Tata Steel UK, in whole or in parts.
One is undergoing a portfolio restructuring with a large void left by expiring blockbuster drugs and the other remains out of favour due to price pressure and lifecycle management failure within its lead franchise, respiratory.
European real estate is set to stay firmly in the spotlight for global investors with a resulting two-year window of high activity and attractive relative pricing driven by improved property investment supply, portfolio restructuring, rising prices and the impact of quantitative easing; according to a new report Capital Views--The Allure of Europe released today by global property adviser Cushman & Wakefield.
Especially in North America, activist investors have pushed for portfolio restructuring of large chemical companies with diversified portfolios such as Dow Chemical and DuPont.
This divestment is the final step in the portfolio restructuring that Unilever had planned for its North American business, president Kees Kruythoff said, adding that this deal, along with previous disposals, will enable his company to focus on driving growth beyond its core offerings.
Examples of her achievements include restructuring of products and services, target markets, and distribution strategies impacting over $50 billion in assets for the Americas division of Credit Suisse, developing the strategic direction and creating a new portfolio restructuring business model for Citi-group Global Markets, achieving a market leadership position in 18 months, and evaluating dozens of M&A opportunities and developing top-down bottom-up acquisition and integration plans that have proven very successful for companies such as Credit Suisse Asset Management, Citigroup Global Markets Inc.