Sentences with phrase «alternative asset investment»

Private mortgage investment funds offer investors an alternative asset investment choice when diversifying their portfolio while offering income producing instruments.

An alternative asset investment is one that is not normally in a conventional portfolio of stocks, bonds, and cash.

• Francisco Partners acquired a majority stake in Dynamo Software, a Watertown, Mass. - based provider of configurable, cloud - based investment management software for the alternative asset investment industry.

During initial conversations with the director of alternative asset investments, it became clear that the family office was burdened with tax needs that created a unique value proposition for selling a number if its limited partnership interests in venture capital funds.

OK, that's not so extraordinary — Tetragon's clearly an alternative assets investment fund, and many charge 2 & 20.

While trust companies boast the potential benefits of alternative asset investments, they state unequivocally that they do not provide investment or tax advice.

Not exact matches

The sellers include M / C Partners, J.P. Morgan Asset Management and Morgan Stanley Alternative Investment Partners.

The upcoming AIM (Alternative Investment Management) Summit in Abu Dhabi can offer you an opportunity to understand and discuss the developments in the world of alternate investments and asset classes...

Sonia Gardner is president, managing partner and co-founder of Avenue Capital Group, a global alternative investment manager with more than $ 10 billion in assets under management.

Assets rose mainly in «alternative risk premia», an automated investment style, but also thanks to the launch of a $ 400 million European credit product and modest flows into computer - driven and discretionary long - only funds.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banInvestment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment bank segment.

Clockwise from left: Hannah Grove, Chief Marketing Officer; Karen Keenan, Chief Administrative Officer; Liz Roaldsen, EVP, responsible for leading the Beacon digital transformation initiative; Lynn Blake, Chief Investment Officer of Global Equity Beta Solutions; (on monitor from Dublin) Susan Dargan, Management and future development, offshore business and Alternative Investment Services; (on monitor from London) Maria Cantillon, EVP and Global Head of Alternative Asset Managers Solutions; Martine Bond, EVP for Trading and Clearing; Kim Newell, EVP and head of Global Markets Europe, Middle East and Africa, State Street; Brenda Lyons, Head of the Specialized Products Group; Kathy Horgan, Chief Human Resources and Citizenship Officer; and Lori Heinel, Deputy Global Chief Investment Officer.

«They told me, very simply, that they were still underallocated in venture capital and alternative assets,» meaning growth - company investments.

If we do not generate sufficient cash flow from operations to satisfy the debt service obligations, we may have to undertake alternative financing plans, such as refinancing or restructuring our indebtedness, selling of assets, reducing or delaying capital investments or seeking to raise additional capital.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

To try to close the gap, many states have shifted pension fund assets into stocks and alternative investments like hedge funds.

Finally, in a slow - growth world where many traditional assets look pricey, you may want to consider casting a wider net toward alternative investments in an effort to optimize your portfolio's results.

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

Our style of investment is referred to as impact investing, which J.P. Morgan Global Research and Rockefeller Foundation in a 2010 report called «an emerging alternative asset class» and defined as investing with the intent to create positive impact beyond financial return.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

You'll learn that securities are only a small part of what is available for investment and that «alternative» assets such as real estate, private lending, private placements, and precious metals are all possible and legal.»

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue reading →

As a result, investors (particularly those that are institutional in nature) are seeking alternative asset classes to boost investment returns.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy... Continue reading →

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounInvestment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

I commented in Money Sense Magazine in May of last year that this asset class should be considered part of an investor's total portfolio where alternative investments including commodities, speculative ventures, derivatives, early stage companies, etc. should be no more that 5 to 10 % of the investor's portfolio.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Investment Advisory Committee.

We haven't included alternative assets, such as Real Estate Investment Trusts (REITs) or commodities, in the sample portfolios above.

Alternatives — Alternative assets may include, but are not limited to: Real Estate Investment Trusts (REITs), Futures, Limited Partnerships, etc..

Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

As global investors continue to reprice expectations for structural reforms in the US and Europe, capital will continue to migrate into growth assets and safe - haven investments as an alternative to markets perceived as riskier.

So it's come to the point at which venture firms appear to be reaping a larger share of the money set aside for alternative - asset investments.

Additionally, alternative investments historically have lower correlations to traditional assets like equities and fixed - income securities than some other asset classes do.

He subsequently built it into a global alternative investment powerhouse that manages more than $ 24 billion in assets.

Rather, the reason for my investment was about asset allocation and the incorporation of alternative investments into that allocation.

Founded in 1996 by former Nomura executive John C. Howe, Darien, CT - based Old Hill Partners is an SEC - registered investment adviser specializing in alternative investment management and customized asset - backed lending transactions with primarily middle - market companies.

In some cases a premium domain can be effective in helping with your tax strategy too (please ask your accountant for details); or can work as an alternative asset (like Bitcoin), a way to store investment value in «the cloud» forever, that is easy, anonymous, and cheap to control and move around (ask a pro).

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

UBS offers investment capabilities across traditional and alternative asset classes for private clients, intermediaries and institutional investors.

Our Investment Outlook programme offers an incisive perspective on global investment opportunities across asset classes and alternative investments, providing you with insights to help you invest with cInvestment Outlook programme offers an incisive perspective on global investment opportunities across asset classes and alternative investments, providing you with insights to help you invest with cinvestment opportunities across asset classes and alternative investments, providing you with insights to help you invest with confidence.

How will the different assets perform under alternative investment scenarios?

In their September 2011 paper entitled «A Comparative Analysis of the Investment Characteristics of Alternative Gold Assets», Tim Pullen, Karen Benson and Robert Faff examine the diversification, hedging and safe haven properties of gold bullion, ten gold stocks, 11 gold mutual funds and two gold exchange traded funds (ETFs).

GSAM, a unit of Goldman Sachs, managed approximately $ 1.11 trillion in assets as of March 31, $ 118 billion of which is dedicated to alternative investments.

Many investors neglect «alternative» assets when investing by age but the group can be a great boost to return and some investments may even help lower your risk.

Benefit from the knowledge of experienced investors and gain exposure to different asset classes and alternative investment styles to diversify your overall portfolio.