Sentences with phrase «different asset management»

Not exact matches

He said that product management would run like «asset allocation» in which we would allocate a certain percent of dev to different purposes each quarter and, once set, they couldn't be changed.

But I see a worrisome trend in the asset management business — high fee advisors endorsing low fee indexing and selling it as something different from «active» management.

These different approaches offer a range of different services and different costs but, depending on the specific option, may provide professional asset allocation, investment management, and ongoing tax management.

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

The team primarily supports three different legal entities: Franklin Templeton Investments (Asia) Limited, Templeton Asset Management Ltd., and Darby Asia Investors (HK), Ltd, and K2 Advisors Hong Kong Ltd..

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

The difference between actual and desired inventory levels is important to market - makers, who all have risk management frameworks that set limits on holdings of different assets.

Different financial advisors have various ways of charging for their services, including: Commissions Flat or Hourly Fees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial planners.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

At least $ 600 billion in assets currently invested by California's 80 different public employee pension funds, earning financial interests billions in management fees and commissions every year, and guaranteeing public employees retirement packages that ordinary citizens can only dream of.

Investment Management is the recognized management of different securities like shares, bonds and other securities and assets such as real estate, to reach particularized investment goals for the advantage of the Management is the recognized management of different securities like shares, bonds and other securities and assets such as real estate, to reach particularized investment goals for the advantage of the management of different securities like shares, bonds and other securities and assets such as real estate, to reach particularized investment goals for the advantage of the investors.

A recent study by Longboard Asset Management looked at the formidable odds of beating the market from a different perspective.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

An Asset Management Company is an institution that launches various mutual fund schemes keeping in mind different objectives.

My suspicion about the relatively small asset base is that this is a small cap fund, which if accepts too much money seases to be «small» so they close it at a certain level and start a new one under a different name but same management.

Offers a portfolio with exposure to an expanded assets class selection and different management styles

In a Goldman Sachs Asset Management (GSAM) presentation, Maybe it really is different this time, GSAM argued that the returns to HML have diminished since August 2007 because too many investors are employing the same strategy, a phenomenon GSAM describe as «overcrowding.»

Problematically, though, these funds are spread across several different accounts with no consolidated approach to asset mix or management of the funds.

Baird Equity Asset Management comprises focused teams of investment managers and analysts who have worked together for decades, honing their strategies across different market environments while developing unique, long - term perspectives within their investment styles.

Although asset allocation among different asset categories generally limits risk and exposure to any one category, the risk remains that management may favor an asset category that performs poorly relative to the other asset categories.

«The cosy old world of asset management seems already seems like a different era.

«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.»

Infrastructure entities often have business relationships with different service providers for the management of infrastructure assets, especially for assets under development.

Vanguard Group has grown at a 21 % annual rate over a forty - year period rising from nowhere to becoming the largest mutual fund complex in the world, with USD 3.2 tn in assets under management and a variety of ETFs which provide both sector - specific and broad exposure to different asset classes.

And that's really been my focus, in terms of retirement income planning really be in a unique field that's different from traditional wealth management, or the approaches used for accumulating assets.

The same applies for large asset management companies, which might have a very succesful bond fund and want to offer the fund to investors in different currencies.

Professor Sharpe's paper addresses mutual fund management fees, while percent of asset charges are a different layer of fees charged by financial advisers to their clientele.

What asset management companies usually do is to issue share classes of the existing fund in different currencies and «overlay» this share class with the respective currency hedges

-LSB-...] 2009 by greenbackd Recently we discussed a Goldman Sachs Asset Management (GSAM) presentation, Maybe it really is different this time, in which GSAM argued that High Minus Low or HML, a quantitative investment strategy that seeks to -LSB-...]

This eliminates Altira & Integrated Asset Management for the moment, even though they've a v different AUM focus.

In a follow - up article, More On The Futility Of Groupthink Quant Strategies, And Why Momos Are Guaranteed To Lose Money Over Time, Zero Hedge provides a link to a Goldman Sachs Asset Management presentation, Maybe it really is different this time -LRB-.

Having surplus cash & investments on hand may be comforting to management, but it's an expensive luxury to have & no different really than (other) fixed assets — it weighs the business down, and there's always the risk & temptation of spending the money on a foolhardy investment or acquisition.

In a Goldman Sachs Asset Management (GSAM) presentation, Maybe it really is different this time, GSAM argued that the returns to HML have diminished since August 2007 because too many investors -LSB-...]

The two models are rooted in opposite premises and support entirely different strategic choices re just about every aspect of stock investing — retirement planning, asset allocation, risk management, everything.

Our approach to asset management is different from the typical Wall Street firm.

Recently we discussed a Goldman Sachs Asset Management (GSAM) presentation, Maybe it really is different this time, in which GSAM argued that High Minus Low or HML, a quantitative investment strate...

Mr. Paramés has set up his own firm, Cobas Asset Management, where as Founder and Chairman he is managing different funds and mandates under his unique value investment process.

In his book «Unconventional Success: A Fundamental Approach to Personal Investing,» David Swensen prescribes for retail investors an asset allocation markedly different from his management of Yale Endowment.

This article presents a framework for determining the contributions of different aspects of the investment management process — asset allocation policy, active asset allocation, and security selection — to the total return of investment portfolios.

However, I believe that RGGI allowance management is different because the affected sources do not treat allowances as a storable commodity or a financial asset in the usual sense of the term.

With sophisticated skills to solve disputes, Qing has represented several state - owned banks, assets management companies in more than dozens of cases before the Supreme Court and high courts in different provinces, helping our clients to save and win billions of damages.

He has consulted for a number of law firms in the areas of practice financial management, buy - sell agreements and cash flow analysis and has advised many different professional practices in the areas of cash management and operations, financing and asset protection

The Principal Mutual Fund offers multiple financial products and services to different types of customers, i.e. organizations and individuals, including retirement plans, asset management, and insurance.

It was established in 1996 and has grown rapidly in different areas ranging from Credit, Capital Market, Asset management, Housing Finance and Insurance.

Some families choose both a term policy and a permanent one to satisfy different needs, says Vince Pallitto, a certified financial planner and certified public accountant with Summit Asset Management in Florham Park, N.J.

Aegon Religare Life Insurance is a joint venture between an international life insurer, pensions and asset management firm AEGON and different financial services group Religare.

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

«Indeed, since Congress authorized the CFTC to establish a self - certification process for the listing of new futures products in 2000, 15 exchanges have self - certified 10,628 new products, providing more risk management tools for commercial end - users across many different asset classes.»

Pecunio is different and innovative in the sense that it addresses the problem of cryptocurrecy spending and allows a proper and safe management of cryptocurrecy assets.

Managed all company licenses (73 and growing) for three different companies: Freedom Debt Relief, LLC, Freedom Financial Asset Management, LLC and Bills.com, LLC, including working directly with state regulatory bodies to mitigate and resolve potential business issues