Sentences with phrase «assets under»

In August, BlackRock, the world's largest asset manager, acquired FutureAdvisor, a robo - advisor with more than $ 600 million in assets under management, in a deal valued at between $ 150 million and $ 200 million.

It is the largest provider of custody in Canada, with just over 40 per cent of assets under administration, and a leader in correspondent banking services.

Currently, it has about 15 properties and $ 4 million in assets under management, the report added.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

One of those asset managers «leading the way» is Legal and General Investment Management (LGIM), one of Europe's biggest investment managers with almost # 1tr of assets under management.

As of March 31, 2018, we had over $ 1.1 trillion (US$ 850 billion) in assets under management and administration, and in the previous 12 months we made $ 26.9 billion in payments to our customers.

«We saw total average deposit growth; loan growth in our residential mortgage, credit card and subscription finance portfolios; as well as higher assets under management in Wealth and Investment Management.»

The world's largest ETF took in $ 6.2 billion this week, bringing its total assets under management to a whopping $ 302.3 billion, a new record.

The so - called robo - advisors had an estimated $ 8 billion in assets under management as of July, a 34 percent increase from last year, according to financial research firm CB Insights.

Forty - nine global Institutional Investors, with USD 31 trillion of assets under management, responded to the survey.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

blooom is one of the nation's fastest growing robo - advisors with more than $ 1 billion in assets under management.

GrowthWorks has assets under management of approximately $ 480 million.

There are currently 10 U.K. ETFs traded in the U.S. markets with total assets under management of $ 2.07 B and an average expense ratio of 0.66 %.

The U.S. asset management industry also plans to roll out more sustainable investing strategies over the next 12 months, after seeing U.S. assets under management using sustainable investing criteria jump 135 % from 2012's $ 3.74 trillion to $ 8.72 trillion at the beginning of 20167.

* Approximated regulatory assets under management as calculated in accordance with the standards of SEC Form ADV

Brookfield Business Partners is the flagship listed business services and industrials company of Brookfield Asset Management Inc. (NYSE: BAM)(TSX: BAM.A)(EURONEXT: BAMA), a leading global alternative asset manager with over $ 265 billion of assets under management.

(That's still a relatively small piece of the overall investment asset pie — Vanguard alone has about $ 3 trillion in global assets under management — but it's not insignificant.)

This indicator combines data from three areas often dominated by a few banks: assets under custody, payments activities, and securities underwriting.

In other words, many people people with a low level of assets under management are under - serviced by human financial advisers.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

To date, EquityMultiple has closed 33 offerings, amounting to more than $ 15.5 million in assets under management, in real estate projects that total over $ 300 million in total capitalization.

Together with its affiliates, the firm has approximately $ 21 billion in assets under management.

But for new customers coming in the door, it sort of depends on — well, it would be based solely on their assets under management, whereas before, it depended on their assets under management, their investing style, preference, their tax needs.

Our members, representing more than $ 3 trillion in assets under management or advisement include investment management and advisory firms, mutual fund companies, research firms, financial planners and advisors, broker - dealers, banks, credit unions, community development organizations, non-profit associations, and asset owners.

LEAWOOD, Kan. — According to monthly Securities and Exchange Commission (SEC) ADV filings, blooom, inc. reached $ 1 billion in assets under management (AUM) faster than any other independent robo - advisor.

If you choose to utilize the wealth management service, Personal Capital fees are 0.89 % annually on the balance of assets under management for the first $ 1 million.

Having advised the SEC that MSMB Capital had $ 2,600,000 in assets under management, Shkreli decided to create the appearance that his representation was true by giving Retrophin stock to MSMB Capital.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

In fact, MSMB Capital had no assets under management.

With a 115 year history, investment presence in more than 30 countries, and ~ $ 250 billion of assets under management («AUM»), they have substantial clout and a wide following in the investment community.

Highland Capital Management Fund Advisors, L.P. and NexPoint Advisors, L.P. are retail arms of Highland Capital Management, L.P. («Highland»), an SEC - registered investment adviser that, together with its affiliates, has approximately $ 14 billion of assets under management.

The solid financial global track record of Fiduciary Trust and that of our parent company, Franklin Templeton Investments, includes conservative balance sheet management practices and over $ 742.8 billion in combined assets under management.

Today, DiversyFund claims over 30,000 investors and more than $ 100 million in assets under management.

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

Blue Sky also said fee earning - assets under management would be $ 4 billion to $ 4.25 billion in the current financial year, down from prior guidance of up to $ 4.75 billion.

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

There were only a handful of employees at that time and the funds had total assets under management of US$ 2.5 million.

Korean leaders to meet at North - South border on Friday: BBC Chinese geologists say N. Korea's main nuclear test site has likely collapsed: WaPo China air force intimidates Taiwan with military flights around island: Reuters Conservative Supreme Court justices appear to back Trump's travel ban: The Hill French president expects Trump will withdraw from Iranian nuclear deal: BBC Rising interest rates keep Wall Street on edge: CBS Investors will focus on various inflation numbers in days ahead: Bloomberg A closer look at the 10 - year Treasury yield's rise to 3 %: Calafia Beach Pundit T. Rowe Price's assets under mgt top $ 1 trillion — a sign of active mgt growth: P&I World trade volume slumped 0.4 % in Feb, first monthly loss since Oct: CPB

The admission will fuel concerns about Blue Sky's business model, which has come under scrutiny after a report from short - seller Glaucus Research suggested its assets under management and fees were inflated.

The combined organisation had close to US$ 250 million in assets under management and approximately 60 employees.

Janus Henderson has 7 ETFs traded in the U.S. markets with total assets under management of $ 498.49 M and an average expense ratio of 0.47 %.

During the quarter, assets under management decreased $ 23 billion to $ 821 billion, reflecting net market depreciation of $ 29 billion, primarily in equity assets, partially offset by net inflows of $ 6 billion (6).

Apollo Global Management reported $ 247.4 billion in assets under management as of March 31, down 0.6 % from Dec. 31 but up 25.3 % from a year...

Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee - paying and non-fee-paying portfolios.

Brookfield Business Partners is the flagship listed business services and industrials company of Brookfield Asset Management Inc. (NYSE: BAM)(TSX: BAM.A)(Euronext: BAMA), a global alternative asset manager with approximately $ 285 billion of assets under management.

As of this writing, Blooom has about $ 464 million in assets under management.

The stock market's banner year contributed to the firm's success, with market appreciation and investment income driving the increase in assets under management.

The firm's risk - weighted assets under Basel 1 were approximately $ 456 billion as of September 30, 2011.

Launched in December 2011, the company recently announced it has over $ 7.1 billion of assets under management (AUM).