Sentences with phrase «asset portfolio management»

• Hamilton Lane (NASDAQ: HLNE) acquired Real Asset Portfolio Management, a Portland, Ore. - based investment management firm.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversificatimanagement and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversificatiManagement, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

Last July, a portfolio manager named Steve DiGregorio filed a lawsuit against O'Leary Funds, Stanton Asset Management, and O'Brien and Poirier.

For more than two decades, Charles Edwardes - Ker, a vice-president and portfolio manager with TD Asset Management, has been looking for good Japanese stocks to buy.

As the traders battle for the best portfolio of the year, FMHR trader Jim Lebenthal takes risk off the table, and Stephanie Link, TIAA Global Asset Management, is focusing on quality.

The CEO of Lebenthal Asset Management is up 8 percent this year in his CNBC Pro trading contest model portfolio.

Ivory Johnson of Delancey Wealth Management explains the little - understood terms «asset allocation» and «portfolio diversification.»

Steven Ricchuito, Mizuho Securities chief economist, and Joe Zock, Tocqueville Asset Management portfolio manager, discuss the state of the markets and economy following the Federal Reserve's May FOMC meeting.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Glazer, a portfolio manager with $ 2.5 billion in assets under management, believes some of the biggest tech names are in a danger zone.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

For starters, you can save the typical 1 percent asset management fee that most money managers charge whether or not your portfolio goes up, down or sideways.

Russian assets will likely now be plagued by higher risk premiums after a period of long positioning on Russian risk, according to Tim Ash, senior portfolio strategist at Bluebay Asset Management.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

«We are starting to see some nice dividend growth and acquisitions,» says Justin Flowerday, a portfolio manager with TD Asset Management.

«A-shares could be included though at fairly limited weight,» Asha Mehta, a portfolio manager at Acadian Asset Management, said of the MSCI review, which will be announced at around 2130 GMT.

In some ways, having fewer players is actually a good thing, says Greg Dean, a portfolio manager with Cambridge Global Asset Management.

«You have to accept the thesis that technology is just going to disrupt everything,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

Imagine you were with a traditional wealth advisor paying 1.5 % — 3 % of your assets under management in fees each year, only to see your investment portfolio drastically underperform your target benchmarks.

Betterment has joined forces with asset management corporation BlackRock to create a special portfolio designed to produce income with low risk.

Betterment's new portfolio strategy was developed by the smart beta experts at Goldman Sachs Asset Management.

Uwe Zoellner, CFA Head of Pan-European Equity Portfolio Manager Franklin Local Asset Management

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Bloomberg View columnist Barry Ritholtz interviews Lazard Asset Management's James Donald, who serves as managing director, portfolio manager / analyst...

Prior to joining Bellwether, Craig was Head of Portfolio Management for the private client business at HSBC Global Asset Management (Canada).

They make investing easy for beginners by focusing on simple asset allocation, goal setting features, and low - cost portfolio management.

Advisory and portfolio management company Peak Asset Management is overseeing the mooted deal and will kick off an institutional roadshow in Melbourne and Sydney management company Peak Asset Management is overseeing the mooted deal and will kick off an institutional roadshow in Melbourne and Sydney Management is overseeing the mooted deal and will kick off an institutional roadshow in Melbourne and Sydney next week.

MSCI Sector Indexes comprise global, regional and country sector, industry group and industry indexes constructed using the Global Industry Classification Standard (GICS ®), a widely accepted industry classification framework for investment research, portfolio management and asset allocation jointly developed and maintained by MSCI and Standard & Poor's.

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

Greenblatt is now co-chief investment officer and portfolio manager at Gotham Asset Management LLC.

«The main thing an investor should think about is their time horizon when looking at this asset class,» responded Fred Hoff, portfolio manager for Fidelity Management and Research Co..

April 28, 2016: Private assets, including private equity and commercial real estate, constitute major components of the portfolios of many institutional investors, but risk management for these asset classes has not kept pace.

The first is that active management is important for delivering above - market returns in this environment; the ability and agility to alter a portfolio's asset allocation mix over time can deliver significant benefits.

Active management in ETFs would be more accurately stated as the movement of portfolio assets around in the space, and not staying in a single, actively managed ETF, Hougan asserted.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was the Portfolio Manager responsible for a Makena private fund focused on distressed real estate credit and assets.

IAM's asset management team is «rolling up their sleeves and getting to work right away on that portfolio.»

But no matter how much your portfolio turns over with an RIA, the firm gets paid a fixed percentage of assets under management.

Fidelity ® Personalized Portfolios apply tax - sensitive investment management techniques (including tax - loss harvesting) on a limited basis, at their discretion, primarily with respect to determining when assets in a client's account should be bought or sold.