Sentences with phrase «by assets under management»

Sort by assets under management, founded date, fund type (eg crypto venture capital or crypto hedge funds), and more.

This company is the 7th largest insurance company in the world, as measured by its assets under management — which was $ 1.1 trillion as of year - end 2016.

As measured by assets under management for life insurance, pensions, investment and general insurance.

Our survey of brokers and robo - advisors includes the largest U.S. providers by assets under management, plus notable and / or emerging players in the industry.

Betterment is one of the largest robo advisors currently in existence, measured by assets under management (AUM).

Below, we show you the top ten commodity ETFs by assets under management and again by daily volume updated at the beginning of every month:

That's also the case with annuities, which pay advisors a one - time commission of 1.5 % or 2 %, as opposed to a comparable commission each and every year for advisors charging by assets under management.

Claymore's # 1 and # 2 ETFs by assets under management are the Claymore 1 - 5 Year Laddered Corporate Bond ETF (TSX: CBO) and the Claymore 1 - 5 Year Laddered Government Bond ETF (TSX: CLF).

In fact, the top 25 large - cap dividend ETFs by assets under management yield just 2.77 % on average — little better than the 2.32 % yield on 10 - year Treasuries right now.

New and unproven: Robo - advisories are a recent phenomenon - Wealthfront, the largest robo - advisory by assets under management (AUM) was founded in 2008.

As of August 2016, the five largest providers by Assets under Management (AuM) globally are BlackRock, Vanguard, SSgA, Invesco PowerShares and Charles Schwab.

The following were the three largest short - term bond ETFs measured by assets under management (AUM), as of April 25, 2016.

The following table lists the top 100 largest exchange - traded funds, ranked by assets under management (AUM).

Or look at it this way: iShares currently has 13 out of the 20 largest ETFs by assets under management.

He runs the Baupost Group; the world's 11th largest hedge fund by assets under management.

The global investment firm is one of the world's largest by assets under management, and is known for its bond funds, among other things.

Our survey of brokers and robo - advisors includes the largest U.S. providers by assets under management, plus notable and / or emerging players in the industry.

BlackRock Advisors and Vanguard Group, the two biggest funds by assets under management, rarely vote for shareholder proposals on diversity topics.

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 two companies are the fourth - largest and eighth - largest, respectively, in the industry by assets under management, according to ETF.com.

Not exact matches

The privately held firm, which is not regulated by the Office of the Superintendent of Financial Institutions (OSFI), claims its assets under management jumped more than tenfold to $ 225 million between 2009 and 2015.

Forbes determines its ranking by evaluating four categories: money — which covers net worth, company revenues, assets under management, or GDP — media presence, influence, and impact.

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.

Each of these companies has established itself as a player in the growing robo advisor market that BI Intelligence, Business Insider's premium research service, expects will manage approximately 10 % of all worldwide assets under management (AUM) by 2020.

Kyle Lui, DCM Ventures: «Digital advice assets under management is estimated to hit $ 1 trillion by 2020.

Global assets under management are expected to almost double to $ 145.4 trillion by 2025, and the share of money managed passively will grow to 25 percent of that total, from 17 percent last year, PricewaterhouseCoopers predicted in an Oct. 30 report.

The report also predicted the value of assets under management would rise to $ 145.4 trillion by 2025, but said fewer firms would be managing far more assets.

The company's pile of assets under management has more than doubled, to $ 3.8 trillion, and it swells by roughly $ 1 billion per day.

Specifically, Shkreli is accused of defrauding investors in his hedge funds by making «material misrepresentations» about the performance and assets under management.

a scheme to defraud investors and potential investors in MSMB Healthcare by inducing them to invest in MSMB Healthcare through material misrepresentations and omissions about, inter alia, the prior performance of the fund, its assets under management and existing liabilities; and then by preventing redemptions by the investors through material misrepresentations and omissions about, inter alia, the performance of the fund and the misappropriation by SHKRELI and others of fund assets; and

New York - headquartered Elliott Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 3Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 3management of about $ 35 billion.

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.

What's the total amount of assets under management by women and people of color?

BI Intelligence, Business Insider's premium research service, forecasts that robo advisors will manage approximately 10 % of all global assets under management (AUM) by 2020.

Its mid-term targets include buying rivals with 10 to 15 billion francs total worth of assets under management each year, which should bring assets under management to between 121 and 131 billion francs by 2008.

The decrease in net revenues compared with the third quarter of 2010 was due to lower incentive fees, partially offset by higher management and other fees, primarily reflecting higher average assets under management.

As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

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

PIMCO, with $ 1.8 trillion in total assets under management also has the No. 2 actively managed ETF by assets, PIMCO's Enhanced Short Maturity Strategy.

A recent report from Hedge Fund Research shows that approximately 69 % of hedge fund assets are controlled by firms with over $ 5 billion in assets under management and 91 % are controlled by those with more than $ 1 billion in assets.

GDX has around $ 6 billion in assets under management and a very weak yield of 0.60 %, driven partly by the extremely frail balance sheets of the constituents of its underlying index.

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.

The ideal portfolio optimization algorithm perfectly balances trading costs, instruments, asset classes, factor exposure (but only when needed), strategies, and does it all under constraints imposed by risk management.

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).

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.»

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

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

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.