Sentences with phrase «by an investment manager»

The comments, opinions and analyses are the personal views expressed by the investment manager and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

The comments, opinions and analyses are the personal views expressed by the investment managers and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

It's a collection of assets that usually is managed by an investment manager or fund manager who makes investment decisions for the fund.

Biogen, which was itself purchased by investment manager Ancala Bioenergy in April last year, has acquired the 1.5 MW Millerhill facility in Edinburgh from Kelda Water Services.

There are hundreds of ETF opportunities on the Toronto Stock Exchange (TSX) sponsored by investment managers like BlackRock Inc., BMO Asset Management and Horizons ETFs Management.

Of the US$ 8.7 trillion in SRI assets invested in the United States, US$ 5.8 trillion were managed under an ESG integration strategy, defined in the GSIR (2016) as «the systematic and explicit inclusion by investment managers of ESG factors into financial analysis.»

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners.

Yields, cumulative income and total return shown do not reflect the effect fees imposed by an investment manager nor does it reflect the impact of taxes.

All Tax - Exempt Yields, income and return data shown do not reflect the effect of fees imposed by an investment manager nor does it reflect the impact of taxes.

By contrast, mutual funds are actively managed by investment managers, who ultimately decide what to invest in.

Portfolio Allocation is dynamically reallocated on a quarterly basis by the investment manager utilizing research by PŮR Investing Inc..

Mutual funds: These popular investments pool money from different investors, which is then put in a single portfolio of stocks and bonds which is overseen by an investment manager.

This option aims to screen out companies that don't meet environmental, social and governance standards determined by an investment manager.

Munger: Another very simple effect I very seldom see discussed either by investment managers or anybody else is the effect of taxes.

Venture capital corporation's established by unions, managed by investment managers subject to government regulations

A trust fund, managed by an investment manager who invests in a range of properties, including residential, industrial, office buildings, shopping centres, hotels and other specialist properties.

[Two fee issues to monitor: i) Capitalizing (& amortizing) IPO expenses as a balance sheet «asset» is a nice gimmick for investment managers to collect additional fees — however, it's far less prevalent these days & actually may not even be permissible any longer, and ii) if the company invests in JVs which are also managed by the investment manager (or a related party), shareholders should ensure two layers of fees aren't imposed].

Mutual funds (including ETFs) outside of the HSBC Fund family are also offered as options in the Managed Products and are advised by investment managers unaffiliated with HSBC Securities (USA) Inc., who also receive a fee for their investment services.

An investment fund that is identified by the investment manager of another fund and which is subject to special rules relating to an investor's ability to buy and sell investments between the two funds.

It wasn't my idea, I have been «tipped off» by an investment manager for a Japan fund and so far it paid off nicely.

A similar point has been made to me on a number of big occasions by investment managers who have worked with seriously injured claimants I am representing.

A group of claimants led by investment manager Gina Miller and hairdresser Deir Dos Santos are demanding that the triggering of Article 50 — which starts a two - year deadline for the exit process to be completed — be subject to a vote in parliament.

Related proceedings in relation to the licensing of knowhow and IP with a company previously operated by the investment manager.

The decision by Mr. Justice Teare empowers lawyers for broker TFS Derivatives to use the social networking site to track down former employee Fabio de Biase as part of a suit brought against the company by investment manager AKO Capital.

A measure of this performance return is evident by investment managers who own or manage seniors housing properties in a fiduciary setting.

Not exact matches

A new survey by the Sustainable Investment and Finance Association (UKSIF) reported that the number of fund managers that expect the value of oil firms to drop in the next few years has doubled.

The entrepreneurs and managers who lead these enterprises typically defend their inaction by noting that they remain able to accomplish their basic business requirements without such investments, or by claiming that new innovations in technology and automation are too expensive or challenging to master.

Most dangerous sign it's a buble: friends 71 year old aunt is being pitched a no - lose investment in ethereum by a coffee shop manager.

Set to take place on May 2 - 3 at the Rosewood Hotel, Abu Dhabi, AIM Summit provides a platform for regional alternative investment managers, institutional investors, and other industry players to come together and discuss the emerging opportunities and challenges presented by the growing sector.

Major hedge fund managers and investment gurus — the «whales» in the Wall Street seas — are required to notify the Securities and Exchange Commission about their investment moves quarter by quarter.

More from Quarterly Investment Guide: You can stop wasting your time waiting for Dow 20,000 Think small... caps: Big fund managers reaping big returns by shunning the Dow As Dow nears 20,000, these sectors can take it higher

Others are lured by slick agents and managers who are better at sucking up to stars than they are at making investments.

While most of us have an accountant, a lawyer, an insurance guy, an investment manager and other individual advisers, for the very rich these issues» complexity is compounded by the sheer amount of capital involved.

McDonald's shares jumped in March after hedge - fund manager Larry Robbins of Glenview Capital Management said in a Bloomberg article the fast - food chain's market value could rise at least $ 20 billion by converting into a real estate investment trust.

New rules introduced by AMAC that took effect in July require fund managers to fully disclose their investment risks, review the identities of investors, and set up special accounts to manage capital.

Regulators alleged that divisional managers at investment firm Credit Suisse First Boston participated in a «pervasive» scheme to siphon tens of millions of dollars of their customers» trading profits during the Internet boom of 1999 and early 2000 by demanding excessive trading fees.

«Though there are thousands of professional investment managers who have amassed staggering fortunes by touting their stock - selecting prowess, only one man — Ted Seides — stepped up to my challenge,» Buffet said in his letter, signed Feb. 25.

Our research shows that investment budgets are too often based simply on levels in previous years, and too many investment projects are turned down by junior managers, preventing top leaders from even looking at all the available opportunities.

Marc Scott, a portfolio manager at American Century Investments, says that the warm weather in 2012 caused demand to fall by 12 % from the same period the year before.

Over the past few months, behind the scenes, tens of thousands of people have been writing to mutual fund company Vanguard telling the investment manager that it's time it supported transparency by corporations about their political donations.

It drew mutual fund managers with independent streaks who simply wanted to opt out of the regulatory constraints imposed by the Investment Company Act.

Investment manager SimCorp was also more than 4 percent higher by the close of play after announcing a $ 8.8 million share buyback program.

Yesterday I came across this piece by Kathleen Gallagher of the Journal Sentinel in which Madison, Wis. - based Investment manager John C. Thompson reviews a collection of stocks that remind him of the early valuations of tech firms like Cisco and Amazon.com.

Although Swensen did not release the names of the investment managers or companies involved, he said that by the end of Fiscal Year 2015, Yale's $ 25.6 billion endowment had only minor exposure to the oil and coal industries.

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«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Although high finance obviously has been shaped by the Industrial Revolution's legacy of corporate finance, institutional investment such as pension fund saving as part of the industrial wage contract, mutual funds, and globalization along «financialized» lines, financial managers have taken over industrial companies to create what Hyman Minsky has called «money manager capitalism.»

The fund was established in March, 2001, by Hymas Investment Management Inc. (HIMI), which served as Trustee and Portfolio Manager until November, 2004, but several changes have occurred since then.

Our deal flow is sourced by our team and presented to our client base of new and experienced angel investors, high net - worth individuals, institutional investors, family offices, wealth managers, and Registered Investment Advisors.