Sentences with phrase «as investment manager for»

David acts as an investment manager for select clients both during, and long after, the divorce process.

Prior to joining DAM, John served as an Investment Manager for the Teacher Retirement System of Texas, covering a wide variety of international equities.

Harvard said that during the past 10 years, Harvard Management Company, which acts as an investment manager for the endowments, has added approximately $ 18 billion of value over what the University would have earned by employing a simple 60/40 stock and bond portfolio.

The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan.

State Street Global Advisors («SSGA») serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan.

Brighthouse Life Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus Plan.

Abu Dhabi Capital Management, headed by Jassim Alseddiqi, will act as investment manager for Qannas.

State Street Global Advisors (SSGA) serves as Investment Manager for the plan except for the Savings Portfolio, which is manages by Sallie Mae Bank, and also provides and / or arranges for certain marketing services for the Plan.

Not exact matches

For years, Harvard — once a top performer among universities, but in recent years an also - ran — pursued a «hybrid» approach, employing multiple teams of in - house investment managers as well many outside managers.

Macquarie Group client investment manager David Kiely provided a financial community primer for what not do to in public view when he clicked on an e-mail containing racy GQ photos of Kerr as his colleague Martin Lakos appeared Tuesday on the country's Seven Network TV, to discuss the central bank's surprise decision to keep interest rates unchanged.

From 2009 to 2016 Dan served as a broker to investment banks for large equity option block trades while also offering trade structure and fundamental trade ideas to investment managers.

• Harvest Global Investments has made a series of hires, adding Ruiqi Wang as an executive director, Yuki Nishio as a vice president, Sirinda Flik as a regional business development manager, Angela Wang as a vice president, business development, and Joyce Lui as a vice president for marketing and business development.

More from Quarterly Investment Guide: You can stop wasting your time waiting for Dow 20,000 Think small... caps: Big fund managers reaping big returns by shunning the Dow As Dow nears 20,000, these sectors can take it higher

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

So venture capitalists have recruited unlikely new partners in the form of traditional money managers such as Fidelity Investments (which led the latest deal for Uber) and Wellington Management (which backed DocuSign and Moderna Therapeutics) to support unicorn - level rounds.

The UN also created an investor network in 2006 called the Principles for Responsible Investment (PRI), which now counts more than 1550 asset owners, investment managers, and service providers as members, representing more than 60 trillion dollars in assets under management (more than half the globInvestment (PRI), which now counts more than 1550 asset owners, investment managers, and service providers as members, representing more than 60 trillion dollars in assets under management (more than half the globinvestment managers, and service providers as members, representing more than 60 trillion dollars in assets under management (more than half the global total).

Many professional mutual fund managers follow investment mandates that only allow them to focus on individual stocks without adjusting for the market environment as a whole.

The comments, opinions and analyses are the personal views expressed by the investment manager and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

While government efforts to come to grips with digital money have been fraught, the more important trend may be the growing number of money managers who are looking at cryptocurrencies as an asset class for investment.

Sam Peters, who was said to be Miller's heir apparent when he was promoted to co-manager of the fund last year, will become the sole manager of the $ 2.8 billion fund as well as chief investment officer for Legg Mason Capital Management as a whole, the Baltimore - based company said in a statement released Thursday.

About ISS Founded in 1985 as Institutional Shareholder Services Inc., ISS is the world's leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers.

GREENBLATT: Well you know I taught at Columbia as I mentioned for the last 22 years and so I tell my students that first day of class actually, I tell them that you know I don't think there's a lot of social value in being an investment manager, it's not that I don't think investors who do work set help set prices and allocate capital and all those things, but I just think A, they're not very good at it, and B, it'll get done without you.

A good source for tools such as «managing your investments» (click Portfolio Manager).

Mr. Berg served as an Investment & Development Manager for a major pan-European property development company from 2007 to 2011.

The comments, opinions and analyses are the personal views expressed by the investment managers and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

«I'd put the odds at pretty good for him to go private,» said Jay Rogers, president of Irvine, California - based Alpha Strategies Investment Consulting Inc., which advises hedge - fund clients as well as managers seeking to raise money.

As the lead portfolio manager of the country selection strategy Chuck is responsible for recommending all of the investment calls.

The material for the Insights section reflects the analysis and opinions of the authors as of the stated date and may differ from the opinions of other portfolio managers, investment teams or platforms at Franklin Templeton Investments.

Patrick Fox, Partner and Portfolio Manager at NEC, added, «We believe the North American clean energy market is stronger than ever as we continue to find attractive opportunities for investment.

Before joining Bain & Company in 2009, Juan Carlos worked for a large private capital fund as an investment manager in Energy and Resources and also in the Oil & Gas and Clean Energy practice of another global consultancy.

We are grateful for the enthusiastic support we have received from the investor community and appreciate the opportunity to serve as one of their primary asset managers for clean energy investments.»

Along with other politicians such as Sen. Richard Durbin, D - Ill., and Illinois State Treasurer Michael Frerichs, Perez took a tour of the Center for Economic Progress, the brainchild of mutual fund manager and CEO of Ariel Investments John Rogers, and then held a roundtable to get insights from the Center's staff and volunteers.

«We are still seeing the «Yellen Put» as a support for global equity markets,» said Peter Lowman, chief investment officer at UK wealth manager Investmeinvestment officer at UK wealth manager InvestmentInvestment Quorum.

Wealth managers suggested reducing investment in government securities significantly, to 42.8 percent in November from 48.2 percent, while upgrading investment grade and high - yield allocations as they look for better returns.

In addition to providing a gateway into impact investing for financial advisors and their clients, the ImpactAssets 50 also presents fund managers that are leaders in this rapidly growing field, and are paving the way through their investments as well as their impact reporting.

Mr. Aguilar also served as the head of quantitative research for Lehman Brothers» alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankinvestment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and BankInvestment Management and Bankers Trust.

As the dust settles on yet another eventful AGM season, a report by The Investment Association — the leading trade association for trust and fund managers in the UK — has sought to address the problems -LSB-...]

He has previously worked for Overlay Asset Management, ABN Amro Asset Management and Fortis Investments as a senior currency manager for a broad range of absolute return, hedge fund and currency overlay mandates.

He has worked as an investment manager since 1989 largely managing assets for endowments and philanthropic organisations.

He worked with Bankers Trust Company as an associate (1993 - 1995), Korfez Securities (Garanti Bank) as Co-Head of Research (1995 - 1997), UB Ulusal Securities (formerly SAMBA Saudi American Bank) as Managing Director for research and asset management (1997 - 2000), Kent Securities as Deputy General Manager responsible for the asset management department (2000 — 2001), and ABN AMRO Asset Management as Chief Investment Officer in Istanbul (2001 - 2004).

As the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investmentAs the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investmentas well as social and environmental impact through their investmentas social and environmental impact through their investments.

Previously, Jeff served for six years as a US equity analyst / portfolio manager for Mulvihill Capital Management and for two years as a capital markets analyst and one year as a bond / money market trader for CT Investment Counsel (CTIC).

«Just as portfolio managers and analysts are increasingly integrating ESG factors into their investment processes, those professionals responsible for their firms» proxy voting policies and, ultimately their actual proxy votes, also need insights into how these issues are being managed within the boardroom.

Previous to that, he held positions as a European portfolio manager and analyst for Brown Brothers Harriman, New York, and served for seven years as a UK portfolio manager and analyst for Natwest Investment Management in London.

David Tepper builds stake in Energy Holdings debt [ValueWalk] Mark Anson's formula for choosing a good hedge fund for your portfolio [CFA] How hedge funds need to adapt [All About Alpha] The mind of DoubleLine's Jeffrey Gundlach [Crossing Wall Street] George Soros» European solution to the Eurozone's problem [George Soros] JANA Partners says Rockwood worth $ 80 in possible takeover [Bloomberg] ValueAct takes $ 2 billion Microsoft (MSFT) stake [Yahoo News] John Paulson says he's staying the course on gold [Hedgeworld] Rob Arnott: most hedge funds disappoint [Term Sheet] Hedge fund managers mixed on 2013 outlook [HedgeCo] Billionaire Carl Icahn's tale of aggression [Forbes India] Hedge fund gold wagers defy worst slump in 33 years [Bloomberg] Hedge funds plowed into gold as market looked vulnerable [Hedgeworld] Devitt sees consolidation in outlook for fund of funds [Investment Europe] Hedge funds find new Swiss rules good for business [Reuters] Singapore will replace Switzerland as wealth capital [CNBC]

This broader investment universe allows managers greater latitude and flexibility to search for yield, manage risk and tweak correlations, as they adopt different exposures and tactical stances.

He later worked as portfolio manager for traditional and long / short funds in Madrid, Zürich, London and Edinburgh, with Credit Suisse, RAB Capital, Allianz Global Investors and Standard Life Investments.

For some managers, such as MFS, the investment time horizon is a long one — a market cycle of five to seven years and even longer.

Prior to joining Oberon, Alberto previously worked at Greenhill & Co closing transactions in M&A, private equity and restructuring and at AQR Capital Management, LLC where he worked as a senior portfolio manager for a diverse array of investment funds.

As unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you hoAs unlikely as it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you hoas it may seem, hedge fund manager and professor Joel Greenblatt, whose investment firm has averaged 40 % annual returns for over twenty years, can teach you how.