And you want that to have as minor an impact on the portfolio as possible.
FORBES: Steve Forbes Interview: Robert Kleinschmidt, Contrarian Investor
Second, undo the effects of uncertainty on the portfolio side, and help recycle the funds towards risky assets.
On the portfolio side, establish a price, or at least a floor on the price, of the troubled assets.
How your personal returns have looked over the past 24 months depends largely on the portfolio decisions you have made.
FORBES: Two Years Into The Bull Market, Portfolio Lessons Still Apply
He had to pay tax only on the portfolio's balance at the time of conversion, in January 2005, not its gain through September 2006.
After posting a 4.3% loss on its overseas portfolio in 2011, the fund earned a 10.6% return on the portfolio last year, which came in a year when global markets were broadly higher.
There are cost issues with excess transactions, questions about the actual benefits of capturing losses, as well as an impact on the portfolio being out of the market and needing to purchase a less ideal fund to replace the asset class sold out of.
In order to buy a large enough position in a stock for the holding to have any impact at all on the overall portfolio, the big funds need to make big purchases of securities.
Actuaries guess, er, compute how much money is needed today based on life expectancies of retirees as well as the expected investment return on the pension portfolio.
Also, like the big mortgage issuers on the mainland, he has a habit of booking paper gains on the servicing portfolio: As soon as a loan is closed, he books as income the value of the right to service it.
Leveraged with existing policy on TechStat and PortfolioStat, agencies will use this strategy to assess the maturity of their IT portfolio management process, make decisions on eliminating duplication, and consolidate commodity IT systems, services, and related contracts in order to maximize the return on IT investments across the portfolio.
Laura Vanderkam, author of What the Most Successful People Do Before Breakfast (Portfolio, 2012) and What the Most Successful People Do on the Weekend (Portfolio, 2012), says successful people know that weekends are actually the secret weapon in professional success.
This company searches out others who are or might be infringing on the Bascom portfolio.
There are more than 10, 000 advisors who charge fees based on the size of the portfolio under management.
This is because fund providers charge higher expenses on the entire portfolio even though only a portion is tilted to value.
The interest income is largely dependent on the loan portfolio.
"We're not in a position to make any kind of bid at the moment because we don't have all the information on what the property portfolio is actually worth, " said a spokesperson for the group.
Most importantly, he made encouraging remarks on the upcoming product portfolio that includes the LTE Droid Bionic, a high profile smartphone which was earlier supposed to be launched in Q2 2011 (see Declining Smartphone Mix a Worrying Sign for Motorola Mobility).
And these business rely heavily on interest rates as the interest income earned on the outstanding loan portfolio forms a bulk of each of their revenues.
Arnott is widely published on the topic of portfolio management and asset allocation and is frequently quoted in the financial press.
The pressure is on them to focus on the best performing companies on their portfolio and get those deals to solid profitability.
FORBES: When Will China Get Another Baidu? Could Be A While!
In general, he was confident about the future based on the proven success of the portfolio of iconic brands.
If you were counting on the value of the patent portfolio at Research In Motion to bail you out of losses in the stock, maybe you should think again.
FORBES: Research In Motion Patents Worth Just $2.5B, Analyst Says
The bank said it experienced a "modest loss" over the quarter on the portion of the CIO portfolio that it moved to its investment bank to get cleaned up, but it didn't give details.
We found much too often that clients and their advisors spend an awful lot of time focusing on the equity portion of the portfolio, and doing a really good job in allocating to different cap sizes, or internationally, or growth vs. value.
Table 1 shows the portfolio results based on different annual rebalancing techniques and includes the never rebalanced portfolio.
Like the portfolio acquired on Wednesday, this portfolio has active litigation against 16 defendants, including some very big time names like Federal Express (FDX), Siemens (SI), UPS (UPS), Mitsubishi, Nintendo, and Alcatel Lucent.
FORBES: New IP Company Marathon Patent Group Promises Diversification Amid Risky Environment
And the trade-off is also appealing: the un-rebalanced portfolio gained 47.9% on the rebound from March 2009 through the end of 2010, while the rebalanced portfolio gained a close 44.3%.
The group also says there should be limits on the GSEs' portfolio sizes and they should have strong capital requirements.
Those machinations included mis-marking of prices on the synthetic credit portfolio.
FORBES: Former JPMorgan Exec Ina Drew Deflects Blame For London Whale Trades
应用推荐