Sentences with phrase «assets under management»

It comes with an expense ratio of 0.15 % and has almost $ 33 billion in assets under management.

The Barron's ranking includes independent advisory firms and is based on assets under management, retention, and many other factors that contribute to providing broad and... View Article

One likely remedy for revenue - raising will be to take the current dividend tax rate of 15 % and hike it five to 10 percentage points, said Gross, whose firm has $ 1.8 trillion in assets under management.

Since starting DoubleLine in 2010, when the ashes of the TCW debacle were still hot, he's amassed $ 43 billion in assets under management ($ 45 billion by the time this interview is published, he confidently told us).

UltraV Holdings comprises funds backed by Sound Point Capital Management, a New York asset management firm with $ 17 billion of assets under management, and RMRM Holdings.

With 118 ETFs traded in the U.S. markets, Small Cap ETFs gather total assets under management of $ 211.18 B.

He also has assets under management and a performance record that are the envy of the money management industry.

Founded in 2008, Ysios Capital currently has over $ 125M ($ 139M) in assets under management, distributed over two funds.

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

In 2003, Charles co-founded Parish Capital Advisors, a private equity fund of funds focused on small and niche private equity managers, and helped grow the business to $ 2.2 billion in assets under management before it was sold to the StepStone Group in 2012.

Deutsche Bank has 56 ETFs traded in the U.S. markets with total assets under management of $ 12.4 B and an average expense ratio of 0.52 %.

Fee - paying assets under management were higher by almost $ 5 billion from year - ago levels, although they eased slightly lower in the quarter, and uncalled capital commitments rose to $ 58.8 billion, up from $ 41.2 billion 12 months ago.

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

The «All Plan Universe» currently tracks the performance and asset allocation of over $ 650 billion in assets under management across Canadian defined benefit (DB) pension plans, and is a widely - recognized performance benchmark indicator.

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.»

Z Capital Group, LLC («Z Capital») is a leading alternative asset management firm with $ 2.3 billion in regulatory assets under management across complementary private equity and credit businesses.

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

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

Viola is Israel's leading technology - focused investment group with over $ 2.8 billion assets under management.

Today, Industry Ventures manages over $ 3 billion of assets under management, focusing exclusively on the venture capital asset class.

While fund cash outflows are highly likely to continue, a sharply rising stock market, however unlikely, would help offset the outflows, slowing the declines in assets under management, fee revenues and profits.

Twain Financial Partners is an investment management firm located in St. Louis, MO with more than $ 4 billion in assets under management within the public - private partnership sector.

Raymond was responsible for creating Acadian's market neutral and long - short equity strategies, which grew to several billion dollars in assets under management and included global investors from Asia, Europe, and the United States.

Corporate Statistics Find financial information about Fidelity Investments, including assets under management by fund types and number of trades we make daily.

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.

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.

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.)

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

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.

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.