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18 Mar 2015, 9:30 am
Select an estate planning attorney who’s experienced in estate, probate, and tax planning, and head to the meeting prepared with your questions. [read post]
13 Nov 2019, 6:09 am
We discuss four dimensions of the Big Three’s stewardship activities: the limited personnel time they devote to stewardship regarding most of their portfolio companies; the small minority of portfolio companies with which they have any private communications; their focus on divergences from governance principles and their limited attention to other issues that could be significant for their investors; and their pro-management voting patterns. [read post]
9 Feb 2015, 7:42 am
Since national publications receive a high rate of submissions, they are extremely selective in the articles they accept. [read post]
16 Apr 2014, 4:10 am
” There are, though, a few problems with the portfolio of NASA programs. [read post]
11 Feb 2022, 6:05 am
Covered advisers include those who provide a variety of services to their clients, such as: financial planning advice, portfolio management, pension consulting, selecting other advisers, publication of periodicals and newsletters, security rating and pricing, market timing, and educational seminars. [read post]
9 Jun 2021, 2:34 am
A local or foreign collective investment scheme is a scheme in which the public are invited to invest in a portfolio, and in terms of which investors contribute money or other assets to and hold a participatory interest in the portfolio; and the investors share the risk and the benefit in proportion to their participatory interests. [read post]
11 Dec 2013, 7:03 am
Although each investor portfolio differs, Klein appears to be facing allegations of employing unsuitable investment strategies in four other cases pending before FINRA. [read post]
2 Apr 2011, 10:29 am
Under normal circumstances, due in part to the short-term composition of its derivative portfolio and in part to the high degree of collateralization of this portfolio, the fair value of BIS derivative exposures is relatively modest.The bank also noted that it applies strong risk controls to its derivatives. [read post]
28 Jan 2022, 5:30 am
Osterman did not analyze or select investments or read prospectuses. [read post]
6 Apr 2021, 10:58 am
Lodging Fund REIT III, formed on April 9, 2018, focuses on “acquiring a diversified portfolio of limited service, select service and extended stay hotel properties located primarily in “America’s Heartland,” which we define as the geographic area from North Dakota to Texas and the Appalachian Mountains to the Rocky Mountains,” according to a 10-K filing. [read post]
9 Aug 2012, 11:03 am
In the future, BFR will be in the business of buying up portfolios of single family home rentals from investors who have already compiled the portfolio after finding the homes, fixing them up, and renting them out. [read post]
24 Feb 2021, 11:04 am
Investec launched its Environmental World Index Autocall, providing exposure to the Euronext CDP Environment World EW Index, which selects the highest-ranked 20 North American and 20 European companies, on the basis of their environmental performance. [read post]
21 Sep 2010, 7:09 pm
Frank Pusateri (Adriondack Portfolio Management, Inc) Bucky Isaacson (Future Funding Consultants) 9:00 – 9:30 – Marketing in Europe (Sponsored by Horizon Cash Management, LLC) Cecilia Mortimore (Credit-Suisse Securities (USA) LLC) 9:30 – 10:00 – Institutional Marketing (Sponsored by Mallon P.C.) [read post]
26 Jun 2023, 11:00 pm
On 13, 14 and 20 June 2023, using this table, the NCOP Select Committee held a vote to determine which amendments should be effected to the CAB. [read post]
17 Apr 2018, 5:00 am
O’Riordan highlighted the SEC’s Share Class Selection Disclosure initiative, which was established in February. [read post]
18 Jul 2024, 4:00 am
A legal department can improve efficiency, reduce risk, and gain greater visibility into its contract portfolio. [read post]
13 Jun 2022, 8:21 am
Portfolio Optimization. [read post]
21 Aug 2023, 9:05 pm
Stock selection strategies are about identifying a “mispriced” asset that will eventually become correctly priced. [read post]
22 Jun 2008, 5:06 pm
The report itself expressly acknowledges that it is based on a “self-selecting non-probability sample” The significance of this fact is briefly explained in the final two sentences at the bottom of the report’s preface page, where the report states that:A non-probability sample is one in which respondents choose – or are selected – to participate. [read post]
27 Nov 2011, 11:49 am
The issuer’s control procedures required a third group to investigate and resolve differences between the price verifier’s and the trader’s prices that were in excess of established thresholds.For control and substantive testing, the audit firm selected the issuer’s portfolios that it considered to be significant. [read post]
