Sentences with phrase «asset management did»

With Life companies, in general, the larger companies, and the ones with greater exposure to asset management did better.

Hermes, Eaton Vance and Federated Investors declined to comment, while Challenger could not be reached for comment outside of office hours and Old Mutual Asset Management did not immediately respond to request for comment.

Brookfield Asset Management doesn't make waves.

Intelligent asset management does not react to the past, but analyzes future prospects, and looks at current margin of safety.

IB Asset Management does not provide tax advice and does not in any way represent that investing in this portfolio will result in any particular tax consequences.

IB Asset Management does not provide tax advice or prepare tax documents for its clients.

Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make.

Not exact matches

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

«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.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

«He's going to have a lot of work to convince people that if it didn't work over the last 15 years, how will it work over the next five, 10, 15 years,» says Dan Hallett, a director of Highview Asset Management.

NEA, one of the largest firms with $ 20 billion in assets under management, has yet to hire or promote a female general partner, though it does have six female investing partners on staff.

Wealthfront Inc., one of the biggest with more than $ 800 million in client assets, doesn't charge an advisory fee on the first $ 10,000 of assets under management.

«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.

In contrast, it's a top three provider to 90 asset management clients, equivalent to just 30 % of the asset managers it does business with.

Among the leading nations for retirement security, the United States didn't even crack the top 10, according to the 2016 Global Retirement Index by Natixis Global Asset Management.

Besides Mr. Drexler, major (5 % or greater) shareholders in the firm, as of the annual proxy in April, include FMR LLC (which includes the Fidelity Contrafund), Baron Capital Group, BlackRock, and T Rowe Price, all of whom voted in favor of the directors up for election as well as the other management proposals — and Columbia Wanger Asset Management (whose parent Ameriprise, did not return requests for infmanagement proposals — and Columbia Wanger Asset Management (whose parent Ameriprise, did not return requests for infManagement (whose parent Ameriprise, did not return requests for information).

«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.

Boris Schlossberg, a strategist at BK Asset Management, says investors should take a «don't sell it unless it breaks» attitude toward all five of these stocks.

«It is too early to make any sort of comment on his tenure, but we do suspect that Chairman Powell will be a little more willing to ruffle feathers on the Committee and use the power of his seniority to impose policy on other members,» said Michael Shaoul, chairman and CEO of Marketfield Asset Management, in a note.

«That's a complete unknown question — what's China going to do,» said Boris Schlossberg, managing director, foreign exchange strategy at BK Asset Management.

Coming into 2016 China's central bank certainly didn't help matters, says Paul Taylor, Senior Vice President and Chief Investment Officer for BMO Asset Management.

The Essential DAM Implementation project guide and toolkit from Lauren Philson will help you demystify Digital Asset Management, and choose the DAM that will help your organization do more, faster, and with better ROI.

The list also does not include roll - ups, aggregators or turnkey asset management programs.

(BIG) I agree with this one, farewell Geneva asset management biz... do some actual work.

With this discretionary investment management service, any assets contributed to an investor's account that Fidelity ® Personalized Portfolios do not elect to retain may be sold at any time after contribution.

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.

If you do not wish your information to be used in this way, you should advise Manulife Asset Management in writing.

The ideal portfolio optimization algorithm perfectly balances trading costs, instruments, asset classes, factor exposure (but only when needed), strategies, and does it all under constraints imposed by risk management.

The wallet is a full - fledged digital asset management system, and you don't have to understand it.

«It has to do with access,» said Les Funtleyder, a health - care portfolio manager at E-Squared Asset Management, who's been both a buy - and sell - side analyst.

«The economy has never been as levered as it currently is, and the economy is far more interest sensitive than it has been in the past, to a degree that we don't have certainty over how each interest rate hike is going to affect Canadian consumers,» said Frances Donald, senior economist at Manulife Asset Management, by phone from Toronto.

«Unfortunately these events are happening with such frequency investors have become numb and don't respond as they did several years ago,» David Nelson, chief strategist of Belpointe Asset Management, said in an email.

His objection to gold has less to do with gold itself and more to do with people's lack of discipline and risk management with regard to the asset class.

The firm has more than 24,000 clients nationwide, with more than $ 12.75 billion in assets under management, has added 4,500 clients last year and «is on pace to do the same in 2014.»

Further, the final rule defines a variety of investment education activities that fall short of fiduciary conduct, and makes clear that advisors do not act as fiduciaries merely by recommending that a customer hire them to render advisory or asset management services.

In the asset management industry, I think we can do a better job of giving clients what they really want — simplicity in investing, a selection of a few, easy choices to make based on their goals.

Do you want to work with a private wealth management firm with a long - term history of investing client assets?

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.

Elsewhere in asset management, Bill Gross's successors at Pimco are doing better than he is.

Wait no not that at all, he runs Goldman Sachs Asset Management, «the smallest division at Goldman Sachs Group Inc. and usually the last one investors ask about,» but one that is having a moment recently, since it's performing well (both for customers and for the bank) and provides the sort of recurring fee - type revenue that you don't really get in prop trading.

Maybe we should start a hedge fund — a lot them haven't done so well this year and they take 1 - 2 % assets under management.

Do you really have to pay a management team 1.23 % of your assets to figure out that Exxon, Chevron, Conoco, and Phillips 66 are good holdings in the energy sector?

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

We recognize that such profitable investment opportunities do not grow on trees, and that the buy back suggests that management does not see an effective way to redeploy the assets in the foreseeable future.

Unlike other solutions, Abra does not take custody of consumer funds or private keys in the management and storage of these digital assets.

Event organizer does not speak or sell newsletters, investment research or attempt to compete with attendees by gathering assets under management

To do so, GOBankingRates compared survey responses to key retirement savings benchmarks based on a savings rate of 5 percent of income and checkpoints sourced from J.P. Morgan Asset Management, as well as Census Bureau data on median incomes by age range.

Remember, this doesn't mean active management doesn't work in certain asset classes — many active managers outperform regardless of their asset class.

«Last month, LCD, a unit within S&P Global Market Intelligence, said that assets under management in loan funds had grown to more than $ 156 billion, up from around $ 110 billion two years ago... The big, potentially market - destabilizing problem hidden in bond funds has to do with liquidity.