Portfolio

Generally, there are three components to portfolio management: application portfolio, infrastructure portfolio, and project portfolio.

The listing of UBS AMCs is linked to several Reference Portfolios including the SA Asset Management Local and Global Growth Portfolios, the Mergence Global Quant Equity Portfolio, the SBT Global Flexible Portfolio, and the FNB Local Select Portfolio.

As you look toward retirement and begin de-risking your portfolio, it’s a good idea to think about your portfolio as a whole and consider the role each element of your portfolio plays to help you meet both your retirement and legacy goals.

The Portfolio Architectis a Marketplace service designed to optimize portfolio returns through disciplined portfolio construction and management process that focuses on risk management.

And, from this singular portfolio approach, retirees are often asked to abide by a single number—a percentage of their portfolio that is statistically tested to (hopefully) preserve their assets throughout retirement.

And we let them focus as much as their time as possible on the portfolio and making the decisions around the portfolio.

As discussed last quarter, the meaningful growth in our small business portfolio over the past year, credit metrics for that portfolio are settling at more normal levels as compared to the unsustainably low levels we experienced exiting the pandemic.

As far as Africa is cleaning up our portfolio, I think we've talked many times about that we need to stop being a portfolio company.

As such, with the possible exception of the midstream companies in the fund’s portfolio, the interest rate that the fund is paying on those floating-rate securities is going to be higher than the yield of anything in the portfolio.

But the impact of bringing the CBTX loan portfolio over at fair value was even more significant as the fair value mark in the loan portfolio totaled $156.4 million and was mostly interest rate related.

Carlyle Secured Lending's category 4 as a percentage of its total portfolio represents only 2.3% of its total portfolio.

CEO of Lion, Sam Fischer said: “Creating a standalone growth portfolio within the business allows us to further prioritise investment in innovation and new market opportunities while continuing to grow our global brand portfolio.

For investors who are building a larger portfolio in the midstream sector and/or are very bullish on the Permian Basin, we think there is definitely room to include PAA/PAGP in your portfolio.

For the first quarter of 2023, we were pleased to complete both the launch of our expanded solutions portfolio and sell the portfolio to name brand organizations globally.

Generally, robo clients don’t have to worry about trading fees—any rebalancing or changes in the portfolio are covered by the portfolio management fee.

I prefer the simplicity and easy look-through of a 30-stock portfolio to a 100-stock portfolio like SCHD.

Notably, EPR's overall portfolio is in good shape, with 99% occupancy and rent coverage on the non-theater portion of the portfolio was at a healthy 2.6x during the third quarter.

Note that I computed here the portfolio stock value for the cash accumulating but not growing by an interest rate factor in the portfolio is $740,800.

Our Corporate Korea portfolio is well above the level we had expected for this business as loan balances were $781 million at year-end, representing 13% of our total loan portfolio.

Popular, Inc.'s () loan portfolio has grown by 6.3%, while First Bancorp.'s () loan portfolio has grown by 3.5% over the first nine months of this year.