Sentences with phrase «covering asset management»

They are a specialist search firm covering asset management & investment banking, working at the very top level of the market (CEO, CFO) so you need to be utterly faultless in both your research and communication skills.

20 years experience in technology startups covering asset management, blockchain and mobile payments.

Not exact matches

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.

His primary responsibilities covered a portfolio of global businesses totaling nearly CDN $ 13 billion in annual revenue and included global direct investing, advisory and Canadian asset management businesses, as well as leadership of Canadian personal banking, business banking and auto finance.

Shares of Brookfield Asset Management (NYSE: BAM)(TSE: BAM.A) have received an average recommendation of «Buy» from the nine research firms that are currently covering the stock, Marketbeat.com reports.

For instance, the central bank has issued draft guidelines to provide more strict definitions of such products under the umbrella of «asset - management products», which covers almost 100 trillion yuan worth of investment instruments.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Examining specific needs and how they will be met, it will cover topics such as valuation processes, asset management and the relative merits of developments versus acquisitions.

Since joining Citi in 2000, Mr. Albano has covered nearly all disciplines of the commercial real estate industry including: equities, direct investments, fund / platform investments, loan origination, M&A, asset management, subordinate debt structuring and placement, corporate finance, and loan syndications.

Denver, CO About Blog The Brandfolder blog covers the latest in digital asset management, branding, and design.

United Kingdom About Blog Cloud HR Software covering the whole employee life cycle including recruitment, expenses & asset Management.

Balance sheet It is good practice for the monthly management accounts to include at least an abridged version of the balance sheet covering the net current assets position shown in at least as much detail as that included in the financial statements.

As Chief Investment Officer of CFG Asset Management he oversees the S3 Portfolios, the firm's family of 13 strategies covering a complete spectrum of investment objectives.

Prior to joining CIBC Asset Management in 2010, Ms. Barker's past positions include Research Analyst at Credit Suisse where she covered global alternative energy, and Canadian pipelines and utilities, Institutional Equity Salesperson at UBS Securities, Associate, Investment Banking at Newcrest Capital / TD Securities and Associate, Audit and Corporate Advisory Groups, at Ernst & Young.

Indeed, one hallmark in the book is taking a lower - risk approach with client assets — most wealth managements clients are not looking for their manager to hit the cover off the ball, they just want him to reliably hit singles over time.

For more information on this actively managed covered call fund, please visit Iron Horse Funds or contact Van Hulzen Asset Management.

BTS (Born To Sell): We're speaking with Craig Van Hulzen, John Pearce, and Stefan ten Brink at Van Hulzen Asset Management, the firm that manages the Iron Horse Fund (ticker IRHAX), an actively managed covered call fund.

That's what Van Hulzen Asset Management has done with their covered call strategy.

An annual asset - based management fee will be paid to TIAA - CREF Tuition Financing, Inc. to cover the cost of investment management and administrative services.

ECP Asset Management claim to use a bottom up, fundamental view of stock picking with a focus on historical sales growth, return on equity and interest cover.

Not surprisingly, as the ETP space becomes more crowded and basic indexing is increasingly well covered, more niche products with a small amount of assets under management (AUM) and, consequently, higher ERs are introduced.

We offer investment strategies covering all asset classes for diversification and risk management to help you and your clients build stronger portfolios.

Any Planner that takes a % of assets under management will not talk to you - there just isn't enough to cover their cost of doing business.

«Because our investment management groups work independently and adhere to different investment approaches, Franklin, Templeton and Mutual Series funds typically have distinct portfolios and can be used to build truly diversified allocation plans covering every major asset class.»

Fire - power covers a host of tactics: Sometimes it's just sheer weight of money (and they become the largest shareholder), but it also includes nominating directors to the board, conducting proxy fights, deposing and / or appointing management, suggesting operational changes and / or asset / business sales, scaring up bidders for a company (or even bidding themselves), demanding strategic reviews or even wind - downs or liquidations, etc..

The Management Expense Ratio (MER) is the percentage of a fund's average net assets paid out of the fund each year to cover the day - to - day and fixed costs of managing the fund.

Cloud Servers in Law Practice, Legal Marketing Technology Conference (October 11, 2012) Ethics Compliance When Using Technology, Bar Association of San Francisco (May 3, 2012) Law Practice Management, Santa Clara University School of Law (March 23, 2012) Blogging 101 for Lawyers, Bar Association of San Francisco (February 21, 2012) Start Off the New Year Debt Free, San Francisco Law Library (February 6, 2012) Distressed Homeowner Educational Forum, Bay Area Resource (January 28, 2012) Strategies & Solutions in Distressed Real Estate Market, Bay Area Resource (June 22, 2011) Law Practice Management, Santa Clara University School of Law (January 7, 2011) Bankruptcy, Short Sales and Real Estate, Pacifica Realtor's Association (October 26, 2010) Dealing With Financial Problems, San Francisco Law Library (October 8, 2010) Cover Your Assets, San Francisco Law Library (May 20, 2010) Law Practice Management, Santa Clara University School of Law (January 5, 2010)

A review of high - yield debt investments should cover: (1) analysis of the industry, including growth rates, special risks and leading companies; (2) analysis of the bond issuer, including the company's position in its industry; new products; management stability; the outlook for growth in revenues and cash flow as captured in Earnings Before Interest, Taxes, Depreciation and Amortization, also called EBITDA; value of corporate assets and the debt maturity schedule; and (3) analysis of the issue, including special provisions in the «bond indenture,» covenants protecting the bondholder, use of the money raised in bond offerings, debt seniority, secondary market liquidity and call provisions.

His primary responsibilities covered a portfolio of global businesses totaling nearly CDN $ 13 billion in annual revenue and included global direct investing, advisory and Canadian asset management businesses, as well as leadership of Canadian personal banking, business banking and auto finance.

As a result, the commitment of a large portion of a Fund's assets to cover or segregated accounts could impede portfolio management or a Fund's ability to meet redemption requests or other current obligations.

This fire - power covers a host of tactics: Sometimes it's simply sheer size (they become the largest shareholder), but it also includes nominating directors, conducting proxy fights, deposing / appointing management, recommending operational changes & asset / business sales, finding bidders for the company (or even bidding themselves), demanding strategic reviews or even wind - downs / liquidations, etc..

We assumed that financial assets were held in a portfolio of stocks and bonds with annual rebalancing to the targeted asset allocation and a 1 percent annual fee to cover fund management costs and advisory fees.

Prior to joining Fidelity, Rick was a research analyst at W.R. Huff Asset Management from 2001 to 2006, where he covered the chemicals and paper industries.

Nevertheless, both actively managed mutual funds and passively managed mutual funds have to cover their marketing, sales, legal, customer service, and other costs — many of which will benefit from the financial economies of scale related to the amount of assets under management.

Ken has over 24 years of investment experience and currently serves as a Senior Portfolio Manager for Baird Equity Asset Management's Mid Cap Growth product covering financial services.

In order to choose the right mutual fund, it's important to evaluate the Management Expense Ratio (MER), which allows you to determine in which proportion the assets held in the fund are used to cover operating expenses each year.

Finally, while Interactive Brokers does not cover advisor services and institutional asset management, the company uniquely offers what it calls the Investors» Marketplace.

Denver, CO About Blog The Brandfolder blog covers the latest in digital asset management, branding, and design.

Giving you an end - to - end service, we cover initial planning and CPO, acquisition, financing, investment, development, asset management and disposals, providing results - driven legal advice.

This also allows Aves One, participating in the management or ERR's assets, to cover the entirety of the freight transport value chain.

United Kingdom About Blog Cloud HR Software covering the whole employee life cycle including recruitment, expenses & asset Management.

The policies today often offer 50 or more separate accounts covering an incredible variety of asset classes and management styles.

The new generation of policies offers 50 or more different accounts that cover the whole spectrum of management styles and asset classes.

«This tie - up will especially benefit our customers who will get easy access to a rich bouquet of innovative products to cover their valuable assets created out of Bank finance and also benefit from the expert risk management knowledge of Bajaj Allianz Co,» he said.

This month, Delaware - registered Preservation Technologies LLC accused the New York Times of infringing patents dating from 1998 that cover a «Digital Library System» and a «Method and Apparatus for Management of Multimedia Assets.»

They facilitate the funding of long positions, the borrowing of assets to cover shorts, collateral re-usage, efficient portfolio management and safe (collateralized) cash investment.

● Token holders (including strategic investors and miners) seeking to post their assets as collateral in order to free up capital or earn income; ● Speculators and market - makers aiming to benefit from price volatility and to capture arbitrage opportunities; ● Early post-crowdsale entities with idle crypto assets, that could be lent against collateral, providing income generation; ● Tokenomy - powered / Tokenomy - anchored businesses demanding liquidity and liquidity management tools to deploy liquidity surpluses, or to cover liquidity gaps; ● Crypto investment funds seeking interest income through the lending of their portfolio assets (while retaining exposure); ● Crypto exchanges looking to provide more trading options to their clients.

Denver, CO About Blog The Brandfolder blog covers the latest in digital asset management, branding, and design.

An attention - grabbing project manager cover letter can be one of the most important assets in your search for the perfect project management job.

Here are the mistakes that asset management professionals should avoid when crafting a cover letter.