Sentences with phrase «assets on behalf of investors»

As of March 31, 2018, the firm manages approximately $ 6.317 trillion in assets on behalf of investors worldwide.

Servicing agent: A lender or other entity that services a loan or asset on behalf of the investor that owns the loan.

Not exact matches

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

Franklin Templeton Investments is one of the world's largest asset management groups managing assets on behalf of over 24 million private, professional and institutional investors.

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

We improve the performance of industrial assets and portfolios on behalf of developers, property owners, investors and tenants.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

As of March 31, 2018, MFS manages US $ 482.2 billion in assets on behalf of individual and institutional investors worldwide.

At StormHarbour, he originated and executed innovative and award - winning private equity and structured credit financings on behalf of private investors, institutional asset managers, and companies around the world.

Via mutual funds / indexes this can get a little more complicated (voting rights etc tend to go to the mutual / indexing company rather than the holders of the fund), but is approximately the same thing: the fund buys assets on the open market, then holds them, buys more, or sells them on behalf of the fund investors.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

A mutual fund is a portfolio of bonds, stocks, or other investable assets, such as, money market products, that are selected and managed by a professional on behalf of many investors, like yourself.

For a segregated fund, the trustee administers the assets of a mutual fund on behalf of the investors.

The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.

This blog series takes Swensen's axiom on taxes and considers the ramifications for Australia's institutional investors, as agents, in managing financial assets on behalf of their principals.

Discretionary portfolios opened on behalf of an investor and overseen by an appointed asset manager.

But there is a growing argument — most notably by Pope Francis in his encyclical on the climate and his speech to the U.S. Congress — that dealing with climate change is a moral obligation, said Tim Smith, senior vice president of Boston - based Walden Asset Management, which promotes environmental, social and corporate responsibility on behalf of investors.

Aside from construction, Josh has extensive experience handling matters involving distressed commercial and residential assets on behalf of mortgage loan originators, servicers, investors and court - appointed receivers.

Triovest is a privately held Canadian real estate investment and management company with over 35 million square feet of commercial real estate assets under management on behalf of individual and institutional investors.

PCCP has more than $ 6 billion in assets under management on behalf of institutional investors.

HFF worked to secure a fixed - rate loan through New York Life Insurance Co. and New York State Teachers Retirement System on behalf of institutional investors advised by J.P. Morgan Asset Management and Samuels & Associates.

We improve the performance of industrial assets and portfolios on behalf of developers, property owners, investors and tenants

Currently, AEW manages $ 70.3 billion of real estate assets and securities on behalf of many of the world's leading institutional and private investors.

Named to this role in 2012 in conjunction with MetLife's launch of its real estate asset management business, Wilsmann is responsible for leading MetLife's $ 20 billion direct property investment platform, investing on behalf of the MetLife General Account as well as institutional investors including public and private pension funds and sovereign wealth funds.

Working on behalf of a partnership of investors advised by JP Morgan Asset Management and IDI Logistics, Cushman & Wakefield secured the loan for the refinancing of eight properties located in Illinois, Ohio, Texas and California.