Sentences with phrase «assets under management for»

Ranked # 1 in July 2015 for the number of investment referrals which were converted to assets under management for investments under $ 1,000,000

The total assets under management for the life insurance arm went up by 26 per cent to Rs 17,157 crore.

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.

Sun Life Investment Management includes the investment division of Sun Life Assurance Company of Canada that manages $ 146.1 billion in assets under management for the Sun Life Financial group of companies as of December 31, 2017.

Assets under management for Franklin grew from just over US$ 2 billion in 1982 to more than US$ 40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).

At WealthSimple, clients whose accounts are between $ 5,000 and $ 250,000 pay 0.5 per cent, while WealthBar charges 0.6 per cent of assets under management for accounts between $ 5,000 and $ 150,000.

Flows out of active and into passive funds have topped hundreds of millions in assets under management for multiple years.

There was a huge growth in the assets under management for gold ETFs compared with ETFs in other asset classes.

As of October 31, 2017, the assets under management for the fund are Rs 1,459 crores that has grown manifold from Rs 430.53 crores in 2007.

To put this in perspective, assets under management for mutual funds in Canada were $ 1.3 trillion at the end of April, based on the last month of available data from the Investment Funds Institute of Canada (IFIC).

The surge in flows combined with rallying asset prices has resulted in a 13 % growth rate in ETF assets under management for the industry so far this year.

This brings the total assets under management for our team at Hyde Park Venture Partners to $ 90M.

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

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.

Capital under management or assets under management refers to the commitments under management for all private equity funds managed by Providence and assets under management for all credit funds and separately managed accounts managed by Providence and its affiliates.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

This year we expanded the list to 100 firms, and ranked them by assets under management for year - end 2014, reported as of March 31, 2015.

The Swiss private bank Julius Baer ended up by more than 1.25 percent, after reporting a 12 percent increase in its assets under management for 2016.

Not exact matches

It's encouraging to hear BlackRock (blk) CEO Larry Fink — whose company's $ 4 trillion of assets under management make it the 800 - pound gorilla in public markets — decry the short - term focus of many investors and call on companies to lay out a «strategic framework for long - term value creation.»

Each year, a new crop of students is divided into groups, and each is made responsible for managing a $ 250,000 chunk of the fund's assets under management.

Dual - class structures can be a good thing for investors if they're set up properly, says Som Seif, founder and CEO of Purpose Investments Inc., a fund manager with more than $ 1 billion in assets under management.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

Passive investment products, including index mutual funds and index ETFs, account for nearly 47 percent of assets under management in U.S. stock funds, Goldman Sachs analyst Alexander Blostein said in a note on Monday.

For the financial year ended March 31, CPPIB had $ 219.1 billion of assets under management, up from $ 183.3 billion a year earlier, with the vast majority of the increase coming from investments.

Hedgeable has approximately $ 45 million in assets under management, and it uses those assets for an active investing and management strategy.

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

Wealthfront has approximately $ 5 billion in assets under management, which is a far greater amount than many of the other robo advisors out there (save for Betterment, which has more than $ 7 billion in AUM).

This year was a record - breaking year on all fronts for the ETF business: inflows of $ 476 billion, and assets under management swelling to $ 3.4 trillion.

For larger amounts, the company charges 0.25 percent of assets under management.

The UN also created an investor network in 2006 called the Principles for Responsible Investment (PRI), which now counts more than 1550 asset owners, investment managers, and service providers as members, representing more than 60 trillion dollars in assets under management (more than half the global total).

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 reason why Wealthfront is so popular is because the first $ 15,000 under managemesnt that you invest is free with my promotional link, and they only charge 0.25 % of your assets under management each year compared to 2 % — 3 % for traditional wealth advisors like Merrill Lynch and JP Morgan.

According to a recent report by Barclays Capital, commodity assets under management climbed above US$ 400 billion for the first time ever in March.

The following is a list of the five ETFs (with over $ 100 million assets under management) that allocate the greatest percentage of their assets to the stocks on our Most Attractive list for May:

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.

Smart beta ETF investors seem to ignore empirical evidence Excess returns from smart beta are substantially different from factor returns Smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Assets under management in smart beta products surpassed $ 1 trillion in

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7management (over $ 1.7 billion).

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.

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.

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 adviFor 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 advifor free based on to a brief survey of risk tolerance, but charges for customized advifor customized advice.

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

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.

With more than $ 280 billion under management, CSIM is one of the nation's largest asset management companies, the third - largest provider of retail index funds, and a top 10 provider of exchange - traded funds (ETFs) and money market funds.3 Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

With more than 100 funds and over $ 320 billion in assets under management1, Charles Schwab Investment Management is committed to providing investment professionals a diverse selection of foundational products for client portfolios.

Metric], which has around $ 1.5 bn in assets under management, is led by managing partner John Sinik, who has known Branson for about 20 years.

Using monthly net - of - fee return and assets under management data for a large sample of hedge funds over the period 1980 - 2006, they conclude that: Keep Reading