Sentences with phrase «asset under management»

Some estimates have shown that robo - advisors will have more than $ 2 trillion in assets under management by 2020.

The actual truth is that majority percent of assets under management of mutual funds are debt as compared to equity.

On average, they hold 21 per cent of total assets under management in the funds, and more than a quarter of them plan to increase their holdings in the next year.

As measured by assets under management for life insurance, pensions, investment and general insurance.

Many advisors are happy to charge about 1.0 % annually on assets under management for their services.

He said «early indications are very positive that this will ultimately be a large source of assets under management for us».

These brokers will also have an incentive to perform well because if your portfolio performs assets under management increase, meaning they make more for managing them.

I believe that adviser compensation should not be tied to assets under management at all but should be based upon the amount of time the client requires.

But people hadn't yet dreamed up the idea that one day, ETFs would be stealing assets under management from traditional open - end mutual funds.

The platform will have $ 18 billion in combined assets under management.

This is ~ 7 % of the total assets under management across the globe.

Part of that strategy is to get more assets under management which will ultimately help the sustainability of the fund and benefit our plan members.

Nevertheless, let's look at asset - weighted returns based on the quarterly average assets under management (see Exhibit 1).

It also surpassed $ 100 billion of client assets under management, up 13 %.

We've now grown to more than $ 1.5 billion * in client investment assets under management.

(6) No more than 25 % of regulatory assets under management is attributable to pension and profit - sharing plans (but not the plan participants).

The firm has more than $ 3.7 billion in assets under management globally.

The difference between the average and the aggregate suggests that the hedge funds with the largest assets under management target large - cap stocks.

They are also significant investors, with net assets under management of over $ 1 trillion.

Factors considered include assets under management and client retention rate.

Fee - only means assets under management or flat fee arrangement, and it does not mean the person receives a sales commission for working with you.

In fact, in fiscal 2016 organic assets under management fell by 12 % and are expected to decline by another 6 % to 9 % in fiscal 2017.

The national value of assets under his management exceeded $ 3.0 billion.

The authors also found Active Share and excess performance is higher among funds with fewer assets under management.

Gold and other precious metals account for about 60 percent of the new money, which has pushed commodity assets under management above $ 235 billion.

And some brokerages have started offering accounts with fees based on assets under management rather than transactions.

The amount of money I manage will slowly increase over time as well (either by getting new clients or by growing my own net worth and current assets under management).

In the year and half since launch the fund has only garnered 13 million in assets under management which isn't enough to be profitable.

Living benefits assets under management have also fallen to $ 24 billion at the end of the first quarter from $ 33 billion at the end of 2013, the company said.

The bulk of that attention is tied to a recent trade that sent the ETF's assets under management tally soaring.

The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.

I specifically wanted to focus on managers with alternative assets under management, so a lot of recognizable names are missing from my list.

To grow existing assets and bring new assets under management.

In 2002, Advantage lost 22 %, and assets under management began to shrink.

No, some other firms have net worth or assets under management minimums, but we believe quality financial planning, investment management, and tax services is for everyone.

Currently, the firm has over $ 4.9 billion in discretionary assets under management.

So I still had most of my debt in early 2009, and only minimal assets under management.

We count approximately $ 280 billion of liquid alt assets under management.

Before the pilot program, these contracts were out of reach because the minimum required assets under management, often in the billions, were too large for small firms to qualify.

In addition to strong client retention, life insurance can help keep assets under management.

This is ~ 7 % of the total assets under management across the globe.

Some advisors make their money through fees on assets under management, others through commissions on transactions, and some employ a mix of both.

The global investment firm is one of the world's largest by assets under management, and is known for its bond funds, among other things.

Investors filed the proposal with over $ 5 trillion in combined assets under management.

Higher ratings mean more assets under management, more assets means more fees.

What's the total amount of assets under management by women and people of color?