The phrase "client portfolio" is correct and usable in written English.
You can use the phrase when talking about a company's collection of customers or a professional's list of clients. For example, "Our client portfolio consists of over 200 businesses from around the world."
Mrs. Athans, 25, is a client portfolio manager in the asset management division of Lazard, the French bank, in New York.
Meredith Benton is client portfolio and shareholder engagement manager at Boston Common Asset Management, an investment manager and a leader in global sustainability initiatives.
Despite multiple IPOs in the Russian market this year, Emily Whiting, client portfolio manager at JP Morgan Asset Management admits that the JP Morgan Russia fund had not invested in any new entrants in 2010, until last October.
Bush later backpedalled on Boyd's commitment to "scrub" the client roster, writing in an email: "We did not intend to suggest that we have launched a 'scrubbing' operation of our client roster, but that we continually look at our client portfolio.
The typical client portfolio is diversified with asset classes including fixed income, domestic and international public equities, hedged long/short strategies, and alternative products.
In this article I will review some of the reasons that active tactical asset allocation is not used more often in retail client portfolio management.
He said he was "cautiously" allocating about 5percentt of client portfolios to real estate, down from about 10percenttwo years agogo.
Mr. Evensky peppers client portfolios with nontraditional bond funds that aren't tethered to the Barclays Aggregate, including JPMorgan Strategic Income Opportunities, Goldman Sachs Strategic Income and BlackRock Strategic Income Opportunities.
ASSETBUILDER The twist at AssetBuilder is that the company uses funds from a firm, Dimensional Fund Advisors, which most investors refer to as D.F.A., to construct client portfolios.
In that vein, he used to include in client portfolios three funds run by managers who choose large-cap growth stocks.
On average, client portfolios at some the largest private banks have 17 percent of their capital allocated to hedge funds, private equity and other alternative investments, compared with 7 percent at the end of 2009, according to a new study.
