Sentences with phrase «asset managers offer»

What They Do — Asset managers offer financial advice to individuals, organizations and corporations.

[I've never been able to get excited about the whole IFA business myself — asset managers offer far higher margins & much greater upside potential!].

Fifty - eight percent of asset managers offer asset allocations based solely on their own funds, but 50 % offer asset allocations based on their own funds plus outside managers.

As a leader among fixed income asset managers we offer diversification across multiple geographic regions that can help today's investors build wealth while reducing their risk.

Corey is co-founder and Chief Investment Officer of Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds.

Prudential Fixed Income is a global asset manager offering active solutions across all fixed income markets.

Not exact matches

Delivering Alpha continues to be an incomparable who's who of the investor community with leading asset manager and institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.

Retail investors may soon be able to follow; Winslow says asset managers have expressed interest in offering exchange - traded funds that track the LTVC.

For example, Summer Capital has invested in Sybenetix, which is a RegTech startup that offers market surveillance and compliance monitoring software for banks, asset managers, hedge funds, and regulators.

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.

Now, if a city manager, say, types in the words «asset management software for wastewater operations» a link to Datastream's site pops up first, giving it an edge over Oracle and SAP, which offer more broad - based applications.

The outcry after the shooting has sparked public pressure on corporations who offer discounts to the NRA as well as asset managers who invest in gun manufacturers.

When certified financial planner Sean Burgess began offering investment management services to his clients six months ago, he turned to an asset manager that some of his peers consider direct competition: a robo - advisor.

Fidelity also offers seven Fidelity Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

One assumes that «AUM» means «assets under management» and is a shorthand for the asset managers, mutual funds, etc. who offer daily liquidity to bond investors.

The transaction was prompted by an unsolicited offer from Goldman Sachs & Co. to BlackRock Solutions, the investment manager for ML II, in January 2012, to buy a portion of ML II assets.

We sell our units on a continuous basis at initial offering prices of $ 10.00 per Class A unit, $ 9.576 per Class C unit, and $ 9.186 per Class I unit; however, to the extent that our net asset value on the most recent valuation date increases above or decreases below our net proceeds per unit as stated in the Company's prospectus, our board of managers will adjust the offering prices of all classes of units to ensure that no unit is sold at a price, after deduction of selling commissions, dealer manager fees and organization and offering expenses, that is above or below our net asset value per unit as of such valuation date.

Larry McDonald of ACG Analytics offers a potential explanation: Asset managers who are doing well in a given year may try to «protect gains» amid any glimmer of uncertainty.

We also offer sector mutual funds and sector ETFs from other leading asset managers.

«Financial intermediaries, such as asset managers and fiduciaries, can make use of our new offering to successfully differentiate themselves in the market and add value for their clients.»

Bespoke Investment Group offers wealth management services for high - net worth investors who are looking for a portfolio manager to handle either all or a portion of their assets.

Blake provides essential legal and commercial guidance to operators of blockchain - based projects, including cryptocurrency exchanges, sponsors of initial coin offerings (ICOs), and asset managers investing in cryptocurrencies and other blockchain - based crypto assets.

Our relationships with some of the industry's top asset managers let us offer exclusive pricing and specialized investment strategies.

Furthermore, with US equity markets reaching new highs and the interest - rate environment looking negative for bonds, we believe investors will seek out product offerings from alternative managers that can offer access to alpha2 across alternative asset classes.

At the center of this asset class, Consensus: Invest brings 600 + institutional investors, hedge funds, money managers, banks, and family offices together and offers attendees the chance to get connected with how to invest, store, trade and judge value in this new asset class.

I love working at Franklin Templeton because being a global asset manager, the firm offers various opportunities for staff to enhance their learning, build and develop interactions with other jurisdictions along - with growth opportunities to move both vertically and horizontally within the organization to name a few.

Broker - dealers, asset managers and banks using Fiserv can now deploy a self - service robo advisor or a hybrid offering through a new partnership.

Specifically, the SEC's action alleges that a registered fund manager invested fund assets in two high - risk private technology companies he founded without disclosing the attendant conflicts of interest to investors, and in contravention of fund offering documents which stated that he would invest fund assets primarily in publicly traded securities.

For more on due diligence, see «RCA Asset Manager Panel Offers Insights on Hedge Fund Due Diligence» (Apr. 2, 2015); «Operational Due Diligence From the Hedge Fund Investor Perspective: Deal Breakers, Liquidity, Valuation, Consultants and On - Site Visits» (Apr. 25, 2014); and «Evolving Operational Due Diligence Trends and Best Practices for Due Diligence on Emerging Hedge Fund Managers» (Apr. 18, 2014).

PMC's impact platform currently has 100 impact asset managers that offer 250 strategies.

T. Rowe Price Group (TROW - $ 79) With more than $ 730 billion of assets under management, T. Rowe Price is a leading global investment manager that offers a broad array of mutual funds, sub-advisory services and separate account management for individual and institutional investors.

How's this for quick thinking: You're the general manager of the Tampa Bay Lightning, a debt - plagued NHL franchise fighting for its very existence, and your most charismatic asset, the sizzling young talent who's the future of your organization — bruising 6» 4», 218 - pound center Chris Gratton — has just received a five - year, $ 16.5 million free - agent offer sheet from the Philadelphia Flyers.

It essentially calculates the value a teacher could accumulate if her and her employer's contributions were placed into a 401 (k) and invested with the Colorado Public Employees» Retirement Association's (PERA's) current asset managers (there's nothing preventing the state from offering this option to teachers).

The Permissions and Compliance Manager can be enhanced as needed for new business models and offers a streamlined workflow enabling international teams to conceptualize, acquire, license, and track any asset, wherever and however it is used in your publishing enterprise.

The appeal of preferred funds is they offer higher yields than bond ETFs, explains Alfred Lee, vice-president of BMO Global Asset Management and lead manager of the bank's Laddered Preferred Share Index ETF (TSX: ZPR).

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

The manager's argument struck me as persuasive: Asian fixed - income offers some interesting attributes, it's systematically underrepresented in indexes and underfollowed by investors (the fund has only $ 67 million in assets despite a strong record).

SURPRISING FACT: That to grow family wealth for the good of all members, it's important to seek the advice of not only an investment manager but also an investment strategist who can customize asset allocation, maximize tax management in a portfolio, document investment policy statements, offer ongoing investment education to the family and lead regular meetings and ongoing communications with the family.

A discretionary investment management service that offers a diversified approach to global asset allocation and access to investment managers from around the world.

NextShares were developed by NextShares Solutions, an affiliate of Eaton Vance Corp. (Eaton Vance), and are expected to be offered by a range of well - known asset managers and across fund asset classes.

That was highlighted last month, when investors redeemed about US$ 3.6 billion from BlackRock's high - yield ETF in six days as the pipeline for high - yield offerings grew, according to the asset manager.

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketpasset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketpAsset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

Fidelity also offers seven Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

We also offer sector mutual funds and sector ETFs from other leading asset managers.

If the assets under management at a subsidiary don't grow over a five to ten year period, we are going to either offer to sell it back to the subsidiary managers or shut it down.

Bentall Kennedy offers specialized real estate investment management and property management services, and is a leading real estate asset manager in North America.

By bringing together multiple, world - class investment teams in a single firm, we're able to offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world's largest asset managers.

Horizons ETFs currently offers 27 Actively Managed ETFs overseen by eight sub-advisors representing some of the largest and most respected asset managers in Canada.

% of AUM, activist investors, alternative assets, asset managers, catalyst, earnings growth, Goldman Sachs, hedge funds, P / B Ratio, P / E ratio, P / S Ratio, Price / Sales, REIT / MLP sector, short sellers, takeover offers

And sometimes the only exposure: There's precious little access to European distressed assets for private investors right now, but alternative managers offer the chance to get in on the ground floor for what's to come...