Sentences with phrase «by institutional asset»

The loans will be purchased by institutional asset managers instead of individual investors and Upgrade will retain some loans on its own books.

Prominent listings include Quilpie, a 166,000 hectare carbon abatement and beef cattle aggregation in Charleville, Queensland being offloaded by institutional asset managers SLM Partners, and Wanderribby, a 2700 hectare cattle feedlot and grazing property near Meningie in South Australia being sold by vertically integrated beef producers the Gunner family.

Not exact matches

Delivering Alpha continues to be an incomparable who's who of the investor community with leading asset manager and institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.

With one - on - one interviews and panel discussions led by top journalists from CNBC and Institutional Investor, the 2017 Delivering Alpha conference featured Steven Mnuchin, the 77th United States Secretary of the Treasury; Jamie Dimon, Chairman and Chief Executive Officer, JPMorgan Chase & Co.; Raymond Dalio, Founder, Chairman and Chief Investment Officer, Bridgewater Associates; Julian H. Robertson Jr., Co-Founder, Chairman and Chief Executive Officer, Tiger Management; Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management; and Stephen A. Schwarzman, Chairman, Chief Executive Officer and Co-Founder, The Blackstone Group.

The committee was set up by the major institutional investors to salvage about $ 32 billion invested in a type of short - term note, commonly called asset - backed commercial paper, that couldn't be redeemed.

While individual asset managers may have had the requisite experience, ownership of firms by minorities and women was more recent, so they didn't meet the institutional ownership threshold.

They're still afraid to take long - term viewpoints,» said Mary Callahan Erdoes, CEO of JPMorgan Asset Management, at the Delivering Alpha conference sponsored by CNBC and Institutional Investor.

James P. Gorman, President and Chief Executive Officer, said, «Morgan Stanley effectively navigated turbulent markets while consolidating our market share gains with Institutional clients and demonstrating resilience across the Global Wealth Management business as evidenced by record net new assets flows since the formation of MSSB.

«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.

Commonwealth Bank of Australia, the country's No 2 lender by assets, on Monday said it raised A$ 2.1 billion ($ 1.55 billion) from institutional investors at A$ 78 a share, 9 percent higher than the offer price.

Southeastern Asset Management, another institutional investor, worked with Mr. Icahn on another offer to buy Dell, and also supported an effort by Barington Capital Group, a hedge fund, to shake up the retailer Dillard's.

«NASDAQ ®, NASDAQ OMX ®, NASDAQ - 100 ®, NASDAQ - 100 Currency Hedged CAD IndexSM are trademarks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as «NASDAQ OMX») and have been licensed for use by BlackRock Institutional Trust Company, N.A. BlackRock Institutional Trust Company, N.A. has sublicensed the use of the trademark to BlackRock Asset Management Canada Limited.

Oppenheimer Institutional Government Money Market Fund, managed by OFI Global Asset Management, Inc., has been added to the list of reverse repo counterparties, effective January 11, 2018.

Many of the most successful institutional investors have consistently protected their downside and earned higher returns by adding private market assets like real estate to their portfolios.

Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, Director of Impact Investing at the McKnight Foundation, to discuss... Continue reading →

BAM stock was purchased by a variety of institutional investors in the last quarter, including CIBC Asset Management Inc, Mcdonald Capital Investors Inc..

Brookfield Asset Management's stock is owned by many different of institutional and retail investors.

«Institutional investors and other long - term funds have already unloaded Toshiba shares, so currently the stock price is being driven by short - term investors,» said Takatoshi Itoshima, chief portfolio manager at Commons Asset Management.

Goldman Sachs is planning to launch a new cryptocurrency market on Wall Street by offering bitcoin futures contracts, a move that could strengthen institutional adoption of digital assets.

It was determined that after the strategic review process and corresponding significant decrease in the share price on the announcement that Fairfax and other institutional investors were investing in the company through a $ 1 billion private placement of convertible debentures, in lieu of purchasing the company, that the carrying value of the company's assets exceeded their fair value based on the impairment testing performed by management.

As of 2014, these funds represented $ 578 billion in assets, making diversity / EEO one of the top 10 environmental, social and governance (ESG) issues being considered by institutional investors.3

By supporting cryptocurrencies, Trading Technologies will make it easier for institutional investors and day traders to access the burgeoning asset class using software they are accustomed to.

Franklin Square is a manager of alternative investment funds designed to enhance investors» portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors.

DSW stock was acquired by a variety of institutional investors in the last quarter, including Hussman Strategic Advisors Inc., Monarch Partners Asset Management LLC, Wells Fargo & Company MN, Rhumbline Advisers, DekaBank Deutsche Girozentrale, CIBC Asset Management Inc, Advisors Preferred LLC and SG Americas Securities LLC.

A platform run by former State Street executives that will allow institutional investors to buy a wide range of crypto assets, has raised a $ 5 million seed round.

In Québec, assets managed by institutional investors focused on financing social businesses totaled $ 1.4 billion in 2013, an increase of 39 per cent compared to 2010.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

The requests were filed by religious groups linked to the Interfaith Center on Corporate Responsibility, which includes 300 institutional investors that manage $ 400 billion in assets, according to Bloomberg.

Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, Director of Impact Investing at the McKnight Foundation, to discuss how socially conscious investing has become mainstream and where it could be headed.

Franklin Quotential's multi-asset portfolios provide investors with an institutional level of diversification by asset class, investment style and geography with little duplication at the security level.

By Matt Moran SEPT. 21, 2016 — Wilshire Associates recently was ranked as one of the world's ten largest investment consultants, due to the fact that it had more than $ 1 trillion in worldwide institutional assets under advisement, according to the survey published in the Nov. 30, 2015 issue of Pensions & Investments.

Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.

Bitcoin is being helped by growing institutional demand for the digital currency, as hedge funds, day traders and other mainstream investment outfits look to access this burgeoning asset class.

A small but growing number of countries now have legal requirements for institutional investors to report on how their investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel assets and investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37

B Lab drives systemic change through three interrelated initiatives: 1) building a community of Certified B Corporations to make it easier for all of us to tell the difference between «good companies» and just good marketing; 2) accelerating the growth of the impact investing asset class through use of B Lab's GIIRS impact rating system by institutional investors; and 3) promoting supportive public policies, including creation of a new corporate form and tax, procurement, and investment incentives for sustainable business.

These fund managers are used by some of the nation's largest institutional investors, putting you alongside many of the asset management industry's biggest and best - run organizations.

According to Morningstar, the average annual redemption rate for retail assets is 30 % and institutional assets, which are managed by committee, have an even lower annual redemption rate.

Before that, he was employed as a senior bond analyst by W.R. Huff Asset Management, a private institutional money manager specializing in high yield bonds and mezzanine investments.

At least one of the following criteria must be met to be an accredited investor: (i) a buyer with a net worth individually or with a spouse of $ 1,000,000 or more; (ii) institutional investors including banks, insurance companies, registered broker / dealers, and large pensions plans; (iii) tax - exempt organizations with total assets in excess of $ 5,000,000; (iv); private business development companies; (vii) directors, officers, or general partners of the issuer; and (viii) entities owned entirely by accredited investors.

Provides a diverse platform of more than 200 funds representing all major asset classes and directed by more than 40 retail and institutional fund managers

Both of these closures create concerns about the staying power and commitment by institutional alternative asset management firms.

Many of the most successful institutional investors have consistently protected their downside and earned higher returns by adding private market assets like real estate to their portfolios.

Symons Small Cap Institutional Fund (SSMIX) has decided to liquidate, done in by «the Fund's small asset size and the increasing regulatory and operating costs borne by the adviser.»

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

Kimberlene Matthews, director of Asset Liability Management, PNC Institutional Advisory Solutions, says: «The efficiency gains brought by PFaroe allow us to focus on helping clients develop successful investment strategies and providing excellent client service.

In its third annual survey of institutional ETF use, sponsored by BlackRock Asset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fAsset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fasset managers allocate on average more than a quarter of total assets under management to the funds.

An individual is unencumbered by the constraints and oversights — a board, quarterly reviews, asset - raising goals, angry clients, or other pressures — that dominate institutional investment decision making.

Dimensional is owned primarily by employees and directors, and manages assets for institutional investors and the clients of registered financial advisors.

LibertyShares ® ETFs are offered by Franklin Templeton Investments which, since 1947, has been dedicated to delivering exceptional asset management for our institutional, retail and high net - worth clients.

One question I would love to have answered: Which asset class is more broadly held in the US by individual investors and institutional investors, stocks or bonds?