Susan Berry Kohlhas, Managing Director, is Director of Research and a Portfolio Manager of Baldwin Investment Management.
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Fifty-two percent of its investment portfolio consists of high-rated municipal bonds (at troubled AIG the figure is 9%), which are shielding it from the kind of portfolio losses other financial services firms are suffering.
At the ground floor of the IPO life cycle, these are quality early-stage portfolio companies of our investment banking firm First Line Capital.
Most portfolio investments consist of investment in securities in the primary and secondary markets, including shares, debentures and warrants of companies listed or to be listed on a recognized stock exchange in India.
Presumably, countries that attract more foreign direct investment suffer less than those that have a greater amount of footloose portfolio investment or short-term bank lending.
The buyers of debt (portfolio managers of mutual funds, investment trusts, insurance companies, etc.) need to understand the risk of the bonds that they buy.
Therefore, any portfolio that includes more of this kind of alternative investment correspondingly increases the risk of the whole portfolio.
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Charles Biderman is president and CEO of TrimTabs Investment Research and portfolio manager of TrimTabs Float Shrink ETF.
For example, we could increase the duration of our investment portfolio, we could go out and buy a lot of securities that have good short-term yield but have higher credit risk.
In essence, Manila is in a race against time to deepen its base of direct investment before portfolio investors find a new flavor of the month.
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Someone who invests with an adviser who outsources the portfolio to another firm could pay four different layers of fees: one from his primary adviser, another from the portfolio manager, one from the underlying ETFs and another for the portfolio's transaction costs, says Rick Ferri, founder of Portfolio Solutions, an investment adviser in Troy, Mich.
At the beginning of January one investment bank picked a portfolio of Asian stocks that it thought cheap.
Currently, Jeff is the Founder and Managing Partner of Portfolio Logic, an investment firm focusing primarily in business and healthcare services companies, and an active member of several corporate boards in diverse industries including consumer products, communications and healthcare.
Would you beat the market if you knew the investment portfolio of Warren Buffett, David Einhorn, David Loeb, Bill Ackman, and other billionaires?
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Well, guess what: You can put together an investment portfolio of great U.S. blue chip stocks right now that are paying close to 4% and that have a history of increasing dividends.
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Here are few things to consider before you make gold a part of your investment portfolio.
That encouraged him to grow his collection as a percentage of his investment portfolio.
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"It's embarrassing to have them out there, " says Rick Ferri of investment manager Portfolio Solutions in Troy, Mich.
An ADP spokesman said the company's ABS holdings account for a number in the low-single-digit percentage of its investment portfolio.
Gold should be a small part of your investment portfolio and nothing beats keeping tabs on your investments and the markets themselves.
This is obviously a very niche area, and not one that most people would consider as a large chunk of their investment portfolio.
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Recently Cindy McCain, wife of Senator John McCain, announced that she was divesting the portion of her investment portfolio that was invested in companies doing business in Sudan.
We handle all of their investment portfolio management.
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The supplemental insurance company which generates about 75% of its revenue from Japan operations had a huge chunk of its investment portfolio invested in European banks and debt, and has been recording large losses since the financial crisis winding down those positions.
At any one time, according to this report of an interview, Whyte's investment portfolio comprises 20 to 25 companies, drawing on his specialism of turning them around when they're struggling.
Petitioner decided to keep her two New York residences, partly upon the recommendation of her investment advisor to retain these properties for investment purposes as part of her portfolio diversification.
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"Collective trusts provide the overall benefits of a mutual fund such as professional investment management, a broadly diversified portfolio of holdings, and the like generally at a much more effective price point, " says Winfield Evens, a partner and director at Aon Hewitt, a human-resources consulting firm based in Lincolnshire, Ill.
Rick Ferri, founder of Portfolio Solutions LLC, an investment-management company in Troy, Mich.
"You need to think about the unthinkable, " says Scott Mather, head of global portfolio management at Pacific Investment Management Co.
Therefore, you may want to modify your investment portfolio in one of two ways, depending upon the Fed's actions, to increase your potential returns.
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