With a separate account, the cost basis of the securities in your portfolio is yours alone.
Still another possibility, Moran said, is the Fed might opt to increase the length of the securities in its portfolio.
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Virtually every time money moves, whenever money managers or securities in a portfolio turnover, a brokerage facilitates the transactions and gets paid a commission.
Coming next is a "Sell Analyzer, " an online tool that will evaluate the cost-basis of securities in a portfolio and recommend which to sell for tax losses.
Many advisers shy away from the use of exchange-traded notes altogether, but Wealthfront selected DJP for its tendency to be less correlated to other securities in the portfolio.
But Markowitz's heirs have gone on to show that it is possible to combine securities in a portfolio in order to achieve a higher return as well as a lower risk.
These unitholders will receive the then-current net asset value of the units, based on the current market value of the underlying securities in the portfolio, less any remaining deferred sales charge, as of the evaluation time.
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Everybody knows you need fixed-income securities as ballast in a portfolio.
Due to the attendant vagaries, venture managers have tremendous leeway in valuing portfolio securities.
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Like traditional no-load mutual funds they allow investors to access a portfolio of securities in a single purchase, generally with a low minimum investment.
On one tape, revealed to FORBES by former MMAR employee William Fincher, two employees discuss "mispricing" the securities in a Louisiana pension fund's portfolio.
When the FOMC decided recently to prevent major shrinkage in its portfolio from resulting from the run-off in mortgage-backed securities, that was not a decision to ease policy.
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.
Pensions that permit their custodians to lend portfolio securities need to revisit these lending arrangements in light of emerging concerns.
Market timing is the rapid trading of mutual-fund shares in order to take advantage of the gap between the price of a fund, which is set once a day, and the continuous changes in the value of the underlying portfolio of securities.
This would allow investors to own a portfolio of securities without having to buy individual shares in each constitute.
In a taxable portfolio holding dozens of funds or securities, overly active tax management can get sloppy and expensive.
Every single financial services firm has a huge portfolio of securities that must be closely observed and analyzed in as close to real time as possible.
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Mr. Wang said long-term investments, including direct investments, private equity, infrastructure and real estate, now account for more than half of the fund's global portfolio, with the rest in public-market securities.
Goldman is accused of misleading investors because it allegedly didn't let investors know that a hedge fund which was betting that sub-prime mortgages would fall in value was helping to pick the securities that made up the portfolio.
Miva Securities sold its Media division to Adknowledge in 2009, spinning off its ALOT product portfolio into Vertro - which then merged with Inuvo ( INUV) earlier in 2012.
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Additionally, for growth-oriented investors, fixed-income securities can provide investors with downside protection and diversification within a growth portfolio especially in a highly volatile market where additional, measured, short-term flights to quality are likely.
As a result of these factors, valuing the securities holdings of venture funds is far less clear than valuing real estate in a pension portfolio.
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The Securities and Exchange Commission charged the firm with insider trading in 2012, alleging that one of its portfolio managers illegally obtained confidential details about an Alzheimer's drug trial from a doctor before the final results went public and made trades from that information.
It poisons a portfolio that has any leverage in it, says Robert Gordon of Twenty-First Securities Corp.
When the Fed begins to unwind the huge portfolio of Treasuries and mortgage backed securities, there will likely be a sharp discontinuous increase in interest rates resulting in a sharp fall in bond prices especially high yield bonds.
In QE1, the Fed purchased non-traditional assets for its portfolio, including mortgage backed securities (MBS) and derivatives.
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The fund's target is to have 51% of its portfolio in alternative assets such as private equity, real estate and infrastructure and the rest in public securities, according to CIC officials.
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