Sentences with phrase «asset fund opportunities»

Not exact matches

SHANGHAI, March 21 - Global asset managers are lobbying Beijing to offer tax benefits and other incentives to entice China's aging population to invest in mutual funds for their retirement, as funds eye a multi-trillion dollar opportunity in commercial pensions.

Look for investment opportunities outside of the sentiment - driven index funds, says Jonathan Brodsky of Cedar Street Asset Management.

The logic is straightforward: When interest rates are rising, there will be wider dispersion of returns across different asset classes, thus creating more trading opportunities for the alpha - capturing hedge fund managers.

Offering periodic redemptions rather than daily redemptions gives the fund the opportunity to invest in assets that may be considered more illiquid in nature and higher risk, and therefore more suitable to long - term investors.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

Smelling opportunity, several prominent hedge funds bought in and started lobbying Wendy's to spin off its most profitable asset, forcing an eventual IPO in 2006.

That opportunity is to attract or retain the business of public pension funds and union related funds (which control approximately $ 3 trillion in assets), the institutional leaders in the shareholder empowerment movement, which are shifting their portfolios away from high cost, actively managed mutual funds and hedge funds to low cost indexed funds, the kind of funds that the top 10 largest mutual fund advisors dominate in terms of market share.

Partners Value Split Corp. (formerly «BAM Split Corp.») commenced operations in September 2001 and currently owns a portfolio consisting of 79.7 million Class A Limited Voting shares of Brookfield Asset Management Inc. (the «Brookfield Shares») which generate cash flow through dividend payments that fund quarterly fixed cumulative preferential dividends for the holders of the company's Preferred shares, and provide the holders of the company's Capital shares the opportunity to participate in any capital appreciation in the Brookfield Shares.

His two mutual funds, the Miller Opportunity Trust and Miller Income Fund, have about $ 1.7 billion in assets - modest, compared with the more than $ 70 billion he managed in his heyday at Legg Mason.

Data published by US SIF showed investment funds incorporating the consideration of one factor, diversity and equal employment opportunity (EEO), nearly tripled, in number and assets, between 2005 and 2014.

In recent years, asset managers, pension funds and investment companies have been burned too many times using traditional investment analysis that identified investment opportunities that were, based on the models, rock solid.

Of course, buying expensive risk assets on the view that they're going to become more expensive is a dangerous game to play, but since government funding crises hammer risk assets while printing money inflates them, such funding crises should present decent value opportunities to buy into beaten up assets before the inflation ride.

Fixed income investments such as bonds and commingled bond funds offer investors the opportunity to purchase an asset that may increase in value while also paying out fixed interest payments or capital distributions.

This not only applies to the assets an derivatives that you back, however, as Trump's election win may also herald a unique opportunity expand into global stock and bond index funds.

Recognizing the enormous investment potential created by the subprime crisis within the asset backed and mortgage backed sectors, the Hudson Cove Credit Opportunity Fund, Ltd was formed, one of the first funds of its size after the crisis, to extract attractive risk - adjusted returns.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

The fund pursues opportunities tied to the economic growth of these countries, and invests at least 80 percent of its assets in equites securities of companies located in the emerging markets of Eastern Europe.

The second fund in the credit opportunities series will target subordinated debt securities, corporate mezzanine, asset - backed investments and speciality finance.

The event will provide the opportunity to meet and network with 150 + senior - level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs, investment banks, institutional investors, asset managers, and high - net - worth individuals.

The Summit will provide you with the opportunity to meet and network with over 150 of the leading specialty finance companies, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.

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.

By making the Brightspark platform accessible to Canadian wealth management firms, thousands more accredited investors now have an opportunity to invest funds from their existing portfolios in an asset class that was previously inaccessible.

These opportunities include commercial real estate in global gateway cities, niche hard assets and diversified fund opportunities delivered by carefully selected sector experts.

Liquidating a portfolio or other assets prematurely may compromise your long - term goals, so borrowing funds may be a better strategy to preserve your assets and take advantage of investment opportunities.

Although some federal funding opportunities have been made available in recent years, and some schools are pioneering creative avenues for securing these essential assets, many schools struggle to find the resources to bring kitchens and cafeterias in line with current needs.

«There is also the need to remind Ribadu that before he succumbs to another logorrhea, he should avail himself a copy of the investigative report on recovered assets during his tenure as EFCC Chairman and use the opportunity of the next naming ceremony or birthday party, to explain to Nigerians what happened to billions of funds and assets recovered from suspects under him, with no records or documentation.

Saratoga County Industrial Development Agency — As a sister organization to the Partnership, the Agency's primary role is to provide financial assistance and incentive to the business community in order to maximize private capital investment in the economy of Saratoga County and to develop opportunities for job creations and job retention within the County through the use of its own assets, public funds and private investment.

(a) The Regents of the University of California are requested to establish the Cal - BRAIN program to leverage California's vast research assets and the federal BRAIN Initiative's funding opportunities to accelerate the development of brain mapping techniques, including the development of new technologies, which will create new, high - paying jobs in California while advancing patient care and improving lives, in order to achieve the following goals: (1) Maintain California's leadership role in neuroscience innovation.

This bill would enact the California Blueprint for Research to Advance Innovations in Neuroscience (Cal - BRAIN) Act of 2014, and would request the Regents of the University of California to establish the Cal - BRAIN program to leverage California's research assets and the federal BRAIN Initiative's funding opportunities to accelerate the development of brain mapping techniques, including the development of new technologies, in order to achieve certain goals.

To create a mechanism to invest in these areas, the legislation authorized the creation of Opportunity Funds, which are required to invest at least 90 percent of its assets into Opportunity Zone communities.

«This is an exciting opportunity to bring the voice of the entire Flint community, including its most precious asset — Flint's children — to the School Finance Research Collaborative as we take a long, hard look at how we fund Michigan's...

«This is an exciting opportunity to bring the voice of the entire Flint community, including its most precious asset — Flint's children — to the School Finance Research Collaborative as we take a long, hard look at how we fund Michigan's public schools,» Oliver said.

We must fund and leverage this asset to advance national priorities related to educational and economic opportunity and progress.

An asset allocation fund aims to shift its portfolio allocations between stocks, bonds and cash in order to capitalize on perceived investment opportunities in any one of those classes.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

If a fund has more than 50 % of its assets invested in foreign securities, the fund may elect to pass through this foreign tax expense to its shareholders, giving them the opportunity to claim either a foreign tax credit or a deduction.

4) While working for a hedge fund, I had the opportunity to sit in on asset - liability management meetings for a bank affiliated with our firm.

The Fund possesses the ability to tactically allocate primarily among a variety of fixed income and alternative asset classes in search of opportunities during both improving and deteriorating markets.

Many investors opt to leave the asset allocation decisions to an investment manager by picking a balanced fund, which allows managers to allocate assets according to available opportunities.

Large Cap (50 %): BL Sunlife Top 100 or Mirae Asset India opportunities Mid Cap (25 %): Hdfc Mid Cap opportunities or Principal emerging blue chip fund or L&T Mid cap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business funds

1) Axis Long term Eqity fund - Growth - 1000 / - 2) Mirae Asset emerging Blue chip fund - Regular plan growth - 1000 / - 3) Reliance equity opportunities fund - 1000 / - 4) Sundaram select mid capregular plan growth - 1000 / -

It provides asset management services through its funds, which pursue a broad range of global investment opportunities, and by developing new, carefully considered investment products.

There is a reason they are part of nearly every 401 (k) fund lineup: They offer participants a conservative option and an opportunity to preserve assets, especially during volatile economic times or when workers are approaching retirement age and want to hold onto what they have rather than take risks.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.

Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target - date funds built for large plans (those with between $ 100 million and $ 500 million) and mega plans (those with more than $ 500 million in assets under management).

For example, the momentum portfolios exhibit positive correlation across asset classes, suggesting that strategies focused on momentum alone (a path followed by many managed futures funds) forgo the opportunity to significantly improve results through allocating to complementary strategies.

Power your portfolio with emerging market opportunities recommended by HSBC Global Asset Management, one of the world's leading providers of emerging markets funds.

The fund employs leverage through the issuance of senior fixed rate notes which creates an opportunity for increased income, but, at the same time, creates special risks (including the likelihood of greater volatility of net asset value and market price of common shares).

(a) Franklin Prima Fund — 5000 p / m (b) Brila MIP 25 Growth -5000 p / m (c) ICICI Value Discovery Growth -2500 p / m (d) Mirae Asset India Opportunity -2500 p / m (e) Axis Equity - ELSS — 1lac lump sump done

A broad ensemble of global income investments, the Fund seeks value opportunities across both traditional investment - grade and high - yield bond sectors and nontraditional asset classes, including convertibles, preferred stocks, non-U.S. sovereign and corporate debt and floating - rate loans.