Suntrust Investment Services, Inc. Financial Advisor | Charlottesville, VA | August 20XX – April 20XX Served as knowledgeable financial advisor to clients, managing over $20.75M investment portfolio of 90+ individual and corporate clients Created investment/asset allocation models and proposed strategies...
See this cover letter sample for investment banking jobs: Investment Banking Cover Letter Sample Template: Heading [Your Name] [Title] [Phone Number] [Email] [Online Portfolio] [LinkedIn Profile] [Date] [Hiring Manager Name] [Title] [Company] [Address] [City, State, Zip] Use the same cont...
In this work we aim to study the importance of the market portfolio description in the assessment of a sample of Spanish investment funds through the Jensen's alpha. We analyze the market portfolio influence, on the one hand, in the alpha outcomes and, on the other, in the ranking of ...
Performance AdjustmentOne-twelfth of the annual Performance Adjustment Rate will be applied to the average of the net assets of the Portfolio (computed in the manner set forth in the Fund's Declaration of Trust or other organizational document) determined as of the close of business on each busi...
Three different portfolios of investment-grade corporate bonds, ranging in maturity from 3 years to 10 years, have been proposed for the duration matching approach. Each portfolio has a market value of $650 million, which will be adequate for the funding of the liabilities. Exhibit 1-2 shows ...
aI examine portfolio risk management implications of using hypothetical investment returns from a sample of mutual funds in a variety of investment objective classifications to select mutual funds. While early research supported this practice by showing that risk is homogeneous within investment objective ...
theCommercial Operation Dateand, thereafter, anniversaries thereof.Notwithstanding the foregoing, theinitial Contract Yearshall also include the Days from the Commercial Operation Date to the first Day of January following the Commercial Operation Date,as shownin the examples in Sections 5.1C(4) and ...
Need to show passion for investing? List a student portfolio project you completed. You can also talk up sports teams, academic honors, and even kudos from professors. Leave your GPA out of it unless it scorched the sky or you just graduated. ...
Prepared and proofread monthly financial reports for a portfolio of clients with businesses in 5 different fields. Advised clients on how to divert flow of funding in an ever-changing financial market based on analyzing recent trends, leading to total savings of 3–12% across the board. ...
Investment Management If and to the extent requested by the Advisor, the Sub-Advisor shall, subject to the supervision of the Advisor, manage all or a portion of the investments of the Portfolio in accordance with the investment objective, policies and limitations provided in the Portfolio's Pros...