Sentences with phrase «directing fund investments»

Eaton Vance applies its global macroeconomic and political research process, while considering relative risk / return characteristics in directing Fund investments.

Eaton Vance applies its global macroeconomic and political research process in directing Fund investments.

Not exact matches

And some of the LPs in this fund are interested in making direct follow - on investments, so they're looking to us to not just generate good returns from the fund but also interesting deal flow that might be of interest to them down the road.

Sullivan supervises a staff of professionals performing direct investment of discretionary funds and providing investment advice to other portfolios.

It requires every fund seeking new leverage to direct more investment to «smaller» companies, and increases the maximum investment an SBIC can make in one of its portfolio companies.

As the private deals get too big for VCs to underwrite on their own, some public money is making its way into them, through direct investments from mutual funds like Fidelity, Janus, and T. Rowe Price, and indirectly via pension - backed hedge funds and private equity.

Today, SRI strategies involve not only negative screening but also positive screening to help direct funds into desirable investments.

Take the private - equity marketplace, a broadly defined investment sector that includes venture capitalists, large and small angel investors, hedge funds, private investment pools, and even insurance companies and other institutional players that either participate through money - management funds or make direct capital investments in growth companies.

Ask your investment advisor or broker to explain their exact professional status, and to detail whether he or she earns a direct commission on any specific stock, bond or fund that winds up in your portfolio based on their advice.

For participants in the IBM Stock Fund investment alternative under the IBM 401 (k) Plus Plan: In order to have the Trustee vote your shares as you direct, you must timely furnish your voting instructions over the Internet or by telephone by 12:01 a.m. EDT on April 25, 2016, or otherwise ensure that your card is signed, returned and received by such time and date.

He was also COO at Funds Direct, the pioneering investment funds platform, that was a pioneer in transforming the ways in which intermediaries transact their business digitFunds Direct, the pioneering investment funds platform, that was a pioneer in transforming the ways in which intermediaries transact their business digitfunds platform, that was a pioneer in transforming the ways in which intermediaries transact their business digitally.

While we typically make direct investments on an individual or syndicated basis, we also invest with specialized funds.

New York Governor Andrew Cuomo committed $ 750 million to fund the project, on the condition that SolarCity would generate 1,460 direct manufacturing jobs at the facility and spend $ 5 billion in related area investments in the next decade when the plant becomes fully operational.

Chinese foreign direct investment in Europe has soared from under $ 1 billion in 2008 to $ 35 billion in 2016.2 Examples of Chinese economic activities include: acquisitions of European companies in a variety of strategic fields, most notably in the technology sector; sustained investment into existing critical infrastructure; and the provision of funding for new infrastructure projects.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

The firm has three investment strategies: secondary investments, primary fund of funds investments, and direct co-investments.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounInvestment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

The money is coming in foreign direct investment (FDI) as well as investment funds.

Investment committees, staff and boards of directors considering Mainstream SPV investing need to alter their organization's DNA from passive limited partner fund investing to active direct investing.

Companies such as Mainstar allow investors to maintain «self - directed» individual retirement accounts where they can put money in alternative investments such as real estate, rather than more mainstream stocks and mutual funds.

Types of investments: primary fund commitments, early secondary fund interests, and direct investments

Industry Ventures» hybrid fund - of - funds (known as Partnership Holdings) focuses on small, early - stage venture capital funds, less than $ 250 million in size, as well as direct venture investments.

Direct Secondary Funds: These funds acquire direct portfolios of venture capital investDirect Secondary Funds: These funds acquire direct portfolios of venture capital investmFunds: These funds acquire direct portfolios of venture capital investmfunds acquire direct portfolios of venture capital investdirect portfolios of venture capital investments.

The existence of any daily inflows or outflows will not necessarily have a direct or indirect correlation to the Fund's investment performance.

Industry Ventures has three complimentary venture capital investment funds: secondary fund, hybrid fund of funds, and a direct fund.

Expertise: Secondary direct transactions, venture fund buyouts, limited partnership interests, fund of funds buyouts, venture capital investments, recapitalizations, founders stock purchases, and special situations.

Industry Ventures secondary funds are differentiated by a unique focus on venture capital investments in both limited partnership interests and direct investments, with an emphasis on transactions from $ 3 million to $ 20 million.

Types of investments: secondary direct company shares, funded secondary fund interests, and special situations

They use corporate revenue not to fund new direct investment but to buy up their own stock to support its price.

Review investment deals — You'll find both direct property investments and fund investments.

Canadian tax regulations allow self - directed Registered Retirement Savings Plans (RRSP) / Registered Retirement Income Funds (RRIF) to be used for a non-arms length mortgage investment, provided that the mortgage is insured.

SoftBank recently became Uber's largest shareholder after it completed a drawn - out $ 7.7 billion investment in Uber, which included a $ 1.1 billion direct investment, and yet it has also backed Didi via its Delta Fund, a $ 5 billion sister vehicle to its massive $ 100 billion Vision Fund.

Our equity investments include private equity funds, direct equity investments and hedge fund investments.

In 2012, Cartesian Capital, the Russian Direct Investment Fund and BlackRock all acquired stakes in the Moscow exchange.

There are only a few companies out there that actually mine platinum, meaning that either the direct ownership of platinum coins or an investment in a platinum - backed Exchange Traded Fund are your best options for getting exposure to the price of platinum.

You can invest in the Ensemble Fund via a direct investment or through your brokerage account.

With a direct investment, you'll get quarterly statements from Ensemble Fund and place trades or move money by contacting our Shareholder Services group.

Goldman Sachs Asset Management is reportedly gearing up to buy direct minority stakes in private equity companies, initially through its Petershill II LP pooled investment vehicle but eventually via a new $ 1.5 billion dedicated fund that may be raised for the purpose.

The BRICS Finance Committee is discussing a joint virtual currency for the five nation bloc of developing economies, according to the Russian Direct Investment Fund (RDIF) chief Kirill Dmitriev.

This allows us to objectively evaluate both the social and financial merits of each manager, be it a separate account, mutual fund, exchange - traded fund, real estate investment, private equity fund, or direct investment into a social enterprise, rather than trying to push our own ideas.

Self directed IRAs offer much more options in terms of the kind of investments you can undertake with the funds parked here.

There are also self directed SIMPLE IRAs, which allow market savvy employees to manage their own investment portfolio with the funds parked in the account.

This is an easy way to rebalance funds in a 401 (k), by directing new contributions into the investment that's declined from its original allocation percentage.

In addition to facilitating regular investment in the platform's money market fund, this feature allows accounts to be set up to receive monthly salary deposits automatically, and to automatically pay monthly bills such as mortgages and car loans — services similar to direct - deposit and autopay functions offered by traditional financial services providers.

We have frozen post-secondary tuition for two years, funded teachers and nurses that the PCs were going to cut, and created the Alberta Child Benefit Plan for low - income families, which is a $ 340 - million investment in new direct help to families who need it most.

That is, set up your investments for direct withdrawal from your checking or savings account, reinvest dividends, and focus on only buying the lowest risk, highest quality, most attractively valued stocks or index funds such as one based upon the S&P 500.

In the case of Direct Lending Investments, you need a minimum of $ 100,000 to take advantage of the professional fund management.

«We raised additional angel funds for our recent investment round as a direct result of being selected to present to the group.

David is responsible for accounting operations, financial reporting and tax matters related to Sapphire Ventures» direct and fund investments.

Search the database of direct investments and mandates by fund, industry and target market to identify past deals that match your requirements.