Sentences with phrase «active equity management»

Given that a market - cap - weighted index fund offered investors a low - cost, market - return alternative to active equity management beginning in the mid-1970s, investors received yet another game - changing boost, roughly 30 years later, with the introduction of the RAFI Fundamental Index.

Somehow I was reminded of this exchange when I learned from this morning's news that some institutional investors, smarting from recent losses, are considering increasing their commitment to active equity management.

This morning's Wall Street Journal interviews Peter Lynch, the legendary and erstwhile manager of the Fidelity Magellan Fund, who, unsurprisingly, turns out to be an advocate of active equity management.

Not exact matches

We think the US equity markets will continue to gradually move more to passive, but we see lots of room around specialist strategies like biotechnology, senior housing type things, and we see plenty of opportunities in international and emerging markets where active management adds very significant value.

That is our real estate business in particular, both debt and equity, that's a lot of where we see excess returns coming from active management.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

We see solid client activity in equity products, particularly outside of the United States, and there was a growing need for active investment management options.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Rmanagement firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and RManagement division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

That said, we're not advocating that investors abandon the benchmark - replicating approach.With bull market and economic expansion more mature, blending active management exposures — whether through actively - managed exchange traded funds (ETFs), multi-asset managers, traditional active equity managers or other sources — with benchmark - replicating vehicles will become increasingly important for meeting return objectives and controlling risk.

Fairview was the first private equity investment management firm to broadly articulate the investment opportunity with diverse managers and remains one of the most active firms investing with diverse managers today.

You will have a unique opportunity to network with around 200 of the leading specialty finance companies, BDCs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers who are active in this space.

GW&K is a dynamic investment management firm that offers active equity and fixed income investment solutions to help meet the needs of a diverse client base.

In our previous blog, we highlighted the contribution to domestic equity market returns by mega-cap stocks in 2017 and the implications for active management.

If you are a regular reader of this blog, you understand that active management of funds statistically underperforms the board based equity index.

For the unhedged fund, currency exposure is typically unhedged however currency derivatives may be used with equity index futures in managing cash flows or to manage active currency positions relative to the benchmark for risk management purposes.

Managing Partner Brian Beitner makes the case for active investment management in non-U.S. equity markets.

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

In this role, he oversees the active equity portfolio management teams.

If you are an active investor who enjoys research and portfolio management then there is no reason why you shouldn't buy equity.

The firm is a specialist in active international equities, with investment capabilities across global equities, global emerging markets, Asian equities and European equities delivered through 60 investment professionals who are supported by an independent risk - management function.

Franklin Resources is almost a pure play active management firm, with about two thirds of its business coming from the U.S. and a primary focus on providing equity funds (42 % of assets under management):

The new investment objective of this scheme is: To provide investors with opportunities for long - term growth in capital through an active management of investments in a diversified basket of large cap equity stocks.

The former is a value oriented manager associated with the Janus Funds with 20 billion AUM while the latter is «a quantitative value equity manager providing active management for institutional investors» with $ 58 million AUM.

Withdrawal of brokerage firms from the equity research business + downward pressure on fees + investor reallocation toward index investing have made traditional active management considerably less lucrative than it was during my working career.

That includes international equity funds and sector equity funds where active management is often thought to yield better results, even though those funds have comparatively higher costs.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

It's equity investing that needs a long horizon: active or passive management has nothing to do with it.

However, when it comes to asset management firms, all investors seem to focus on is AUM growth, plus the ongoing switch from active to passive management (despite its basic irrelevance for private equity firms), so the slowdown / halt in FIG's AUM growth in the past year (or so) has been punished severely.

As the vast majority of investors choose the conventional route of active management through mutual funds (the second half of the book is a stinging critique of the shortcomings of active management), the author says that constructing a well - diversified, equity - oriented, passive portfolio is an unconventional investment strategy but provides the best chance of success.

The vast majority of consultants view active management as an important or very important investment approach for emerging market equity (94 %), non-U.S. bonds (92 %), U.S. bonds (88 %), infrastructure / MLPs (87 %), U.S. small cap equity (82 %) and non-U.S. developed market equity (82 %);

Traditional active management of equity mutual funds has delivered returns persistently below passive benchmarks.

As you consider migrating your public equity holdings away from traditional active management to smart beta, two portfolio construction questions come to the fore: which smart beta strategies should you include, and how should you manage those strategy allocations through time?

As an active manager who is selecting good businesses and capable management teams that are undervalued out of the broader universe of equities, we expect to deliver better than the broad market returns over time as we have over Southeastern's history.

We facilitate the active management of portfolio companies, a condition of the «venture capital and private equity» exception from registration under Canadian securities laws.

2nd Market Capital provides active portfolio management in listed real estate equities trading for individuals, retirement accounts, and corporations.

2nd Market Capital provides sub-advisory services for active management in listed real estate equities trading for advisors and broker / dealers.

«As active as the market is with the product that we have today, we are looking at the tip of the iceberg in terms of boomers hitting retirement age,» says Scott Stewart, a managing partner at Capitol Seniors Housing, a private equity - backed real estate acquisition, development and investment management firm based in Washington, D.C. «The fast - paced growth of that population in that sector is going to make today's discussion of overbuilding obsolete, because there just aren't enough places for everybody today,» he says.