Sentences with phrase «about asset management»

Learn more about our asset management services by calling a Solutions Manager at 888-276-0232 or by scheduling a consultation today.

Today's investors are knowledgeable about asset management, and are aware that there are a wealth of investment choices that may not be offered by strictly traditional retirement investment accounts.

In this episode, Michael Mauboussin and I discuss everything about asset management: the state of the industry, the active investment process, and Michael's simple but genius «input / output» method for daily life.

Asset Management Find financial information about Asset Management, including its equity, fixed income, and global asset allocation divisions.

Firstly, think about asset management.

Asset Management Find financial information about Asset Management, including its equity, fixed income, and global asset allocation divisions.

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.

«When we look at the world, there's plenty of things to worry about, so we would anticipate there could be episodes of higher volatility in the second half or even next year,» cautions Bruce Cooper, chief investment officer at TD Asset Management.

At the moment, AIMCo has close to $ 80 billion in assets under management, an important bastion of stability in a province prone to booms and busts, where many families are right now worrying about their jobs and savings.

«Sponsorship is all about leveraging assets to engage and connect with customers and Twitter and other social media are simply provide more tools to do that,» says Matt Akler, a professor of sport management at Durham College in Oshawa.

Brian Nick, TIAA Global Asset Management, and Jeff Kilburg, KKM Financial, share their reactions to Ray Dalio's growing concerns about President Trump's policies.

A lot of people read about the many assets under management that GPs have, but we have to remember that those assets are generally other people's money.

These combo plans, while complex, allow a 50 - year - old to set aside up to about $ 150,000 more each year on a tax - deductible basis, says Joe Gordon, managing partner of Gordon Asset Management in Durham, North Carolina.

CNBC's John Melloy talks to Jim Lebenthal, CIO of Lebenthal Asset Management, about market catalysts, M&A and companies worth watching over the long term.

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

«He's been in office since 2012, and as it turns out has made a lot of bad decisions,» said Andreas Meyer, who manages about 1.4 billion euros of fixed - income securities at Aramea Asset Management in Hamburg.

Brent Wilsey of Wilsey Asset Management explains what he likes about shares of retailers Michael Kors, Nordstrom and L Brands.

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

«What they're realizing is money managers like myself don't care about getting a sell in half a second,» said Michael Cohn, chief market strategist at Atlantis Asset Management.

(Actively managed ETFs — which in simple terms are a combination of indexing and active management — held about $ 27 billion in assets at the end of August.)

«What you're talking about is reputation management — controlling your content and your data so it is wholly owned by you as an asset.»

He is becoming CEO of his father's asset management firm and believes that «successful active managers in the future are going to focus on this idea of educating about the process and make it engaging and entertaining.»

Specifically, Shkreli is accused of defrauding investors in his hedge funds by making «material misrepresentations» about the performance and assets under management.

a scheme to defraud investors and potential investors in MSMB Healthcare by inducing them to invest in MSMB Healthcare through material misrepresentations and omissions about, inter alia, the prior performance of the fund, its assets under management and existing liabilities; and then by preventing redemptions by the investors through material misrepresentations and omissions about, inter alia, the performance of the fund and the misappropriation by SHKRELI and others of fund assets; and

New York - headquartered Elliott Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 3Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 3management of about $ 35 billion.

The canny investor isn't shy about spending his wealth, with Sprott Asset Management's Office festooned with art and rare artifacts that invoke the firm's accomplishments.

Although this amount could be as little as zero, Cherny insists that about 90 percent of the company's roughly 85,000 customers choose to pay some percentage of their assets under 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.

In early February, the firm received a response from Vanguard, which Tim Smith, senior vice president at Walden Asset Management, told me included a discussion of Vanguard's efforts to talk with companies about social and environmental issues, but stopped short of saying that Vanguard would actually change its proxy voting practices.

In early January, Walden Asset Management, a corporate client who uses Vanguard for their 401 (k) program, wrote Vanguard about its proxy voting practices with respect to social and environmental issues like political spending and climate change.

«They have talked about trying to rebalance the economy for 5 or 10 years now, but the imbalances got even worse, so you simply fall back on the model that got you into the difficulty in the first place,» said Peter Elston, head of Asia - Pacific strategy and asset allocation at Aberdeen Asset Manageasset allocation at Aberdeen Asset ManageAsset Management.

«Obviously, the quarterly results matter, but I care year - to - year about what they're doing,» said Paul Lountzis, founder of Lountzis Asset Management LLC in Wyomissing, Pennsylvania, who has been to more than 20 meetings and is attending this weekend.

For Fortune «s annual investment roundtable in our current issue, I talked to Russ Koesterich of Blackrock, Henry Ellenbogen of T. Rowe Price, Sarah Ketterer of Causeway Capital, Rajiv Jain of Vontobel Asset Management, and Mario Gabelli of Gabelli Asset Management about what they expect for the next year.

In the latter battle, the SHE ETF remains a bit player: A little more than a year after its debut, it has only about $ 300 million in assets under management.

Everything we've talked about so far is captured nicely in this next chart from JP Morgan Asset Management's David Kelly, which is on a log scale and includes annotations of major world events.

• Pinnacle Asset Management acquired Five Rivers Cattle Feeding, a Greeley, Colo. - based provider of cattle feeding services, for about $ 200 million.

About First State Investments First State Investments is a global asset management business with experience across a range of asset classes and specialist investment sectors.

«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.

Singapore - based Kristal.AI, an artificial intelligence - powered digital asset management platform, has raised $ 1.85 million (about Rs 12 crore) in a seed round of funding led by venture capital firm IDG Ventures India.

Morningstar senior fund analyst Katie Reichart said investors may have been concerned that the conservatively managed company, where stocks represent about 76 percent of assets under management, wasn't taking as much advantage of the market boom as it could.

Thirty years ago, index funds were less than one percent of assets under management, and today they (along with other passive vehicles such as exchange - traded funds) are about one - third.

About RBC > Media Newsroom > News Releases > RBC Global Asset Management Inc. announces September sales results for RBC Funds and PH&N Funds

«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..

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

As of this writing, Blooom has about $ 464 million in assets under management.

These inputs reflect management's own assumptions about the assumptions a market participant would use in pricing the asset or liability.

«Tesla's results and Elon's demeanor on the call definitely rattled investors,» said George Schultze, founder of Schultze Asset Management, which oversees about $ 100 million and is shorting the company's stock.

The admission will fuel concerns about Blue Sky's business model, which has come under scrutiny after a report from short - seller Glaucus Research suggested its assets under management and fees were inflated.

Scott Burns, director of ETF analysis at Morningstar, says the asset - management industry is asking the wrong questions about active ETFs.

For example, UniCredit sold its bad loan unit UCCMB — with a gross book value of $ 2.4 billion — to a consortium led by US asset management group Fortress for about $ 500 million.