Sentences with phrase «diversified asset management»

Value Partners offers diversified asset management portfolios for both institutional and individual clients in the Asia Pacific region, Europe and the United States.

Not exact matches

Then, in 2010, GrowthWorks merged with Halifax - based Seamark Asset Management, a diversified fund manager.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banmanagement services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banManagement and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment bank segment.

TIAA - CREF, which has $ 542 billion under management, began investing in cropland in 2007 as part of an effort to diversify and, well, grow its assets and achieve good yields.

The president of Integrated Asset Management Corp.'s real estate group says the acquisition of 20 industrial properties in Atlantic Canada is part of a strategy to diversify its geographical holdings.

The company grew to more than 30,000 employees with 35 million clients and diversified into life insurance, banking, asset management, leasing and brokerage services.

Private banks are already making material headway, growing their discretionary portfolio management (DPM) assets, primarily in the form of diversified multi-asset strategies.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

Furthermore, as most investors require fixed income exposure for income, liability management or to diversify the downside risk in their portfolios from equities, the asset allocation of the portfolio should be set with an eye to delivering a stable, absolute return over time.

There are places to diversify into, and maybe you should consider some of them as part of a broader asset management strategy.

A discretionary investment management service that offers a diversified approach to global asset allocation and access to investment managers from around the world.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociaManagement, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociamanagement, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

At Hylland Capital - our investment management services manages investments for clients with diversified portfolios that fit their needs, whether it be accumulating assets or setting up an income stream.

Unlike traditional financial advisors and other robo - advisors, the internal algorithms build and manage global, customized portfolios of highly diversified, low - cost ETFs across asset - classes, while putting an emphasis on risk management by incorporating deep analysis of economic cycles in order to navigate its ups and downs and maximize long - term returns.

«With First Asset, we broaden and diversify our lineup of operating businesses and gain a successful firm with a proven management team and high growth potential,» says Stephen A. MacPhail, CI's president and CEO, in a statement.

Similar to mutual funds, ETFs allow access to a number of types of stocks and bonds (or asset classes), provide an efficient means to construct a fully diversified portfolio, include index - and more active - management strategies and are comprised of individual stocks or bonds.

A risk management strategy in addition to a diversified asset allocation seeks to reduce the impact of market downturns, attempts to stabilize portfolio volatility, and yet seeks to capture growth in rising markets.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

The portfolio strategy is managed by IB Asset Management to provide access to diversified set of asset clAsset Management to provide access to diversified set of asset classet classes

Legg Mason Global Asset Management, founded in 1899, is a diversified worldwide asset management firm with $ 728 billion of assets under management as of March 31, Asset Management, founded in 1899, is a diversified worldwide asset management firm with $ 728 billion of assets under management as of MarchManagement, founded in 1899, is a diversified worldwide asset management firm with $ 728 billion of assets under management as of March 31, asset management firm with $ 728 billion of assets under management as of Marchmanagement firm with $ 728 billion of assets under management as of Marchmanagement as of March 31, 2017.

«We are delighted to be able to increase the options we provide our advisers while adhering to our low - cost, diversified philosophy of asset management,» says Chris Powers, national sales manager for Efficient Advisors.

«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.»

PNC Financial Services Group, Inc. provides diversified financial services, including retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset - backed lending; wealth management and asset management.

But obviously the portfolio & operational strategy have been changing slowly but steadily, as management seeks to transform TFG into a more diversified alternative asset & seeding platform / manager.

I also want to see a lot more news - flow about (ultimately) diversifying their portfolio & growing their asset management business & AUM — and I don't mind paying up for that kind of confirmation.

If you made a ratio of AUM (assets under management) and divided that by eight or even 14 asset classes, then American Funds probably has the highest ratio (the least amount of asset classes needed to diversify a portfolio, relative to how much money they manage).

By that I mean the cost of indexed ETFs on the major global asset classes and the management of highly diversified portfolios rebalanced and tax - optimized.

All they have to do is collect there management fee and explain away your 20 % loss by saying «diversify», «dollar cost average» and «asset allocation».

Together with a client - focused Investment Bank and a strong, well - diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across Management business, UBS will expand its premier wealth management franchise and drive further growth across management franchise and drive further growth across the Group.

BBVA is a highly diversified international financial group, with strengths in the traditional banking businesses of retail banking, asset management, private banking and wholesale banking.

It has a diversified business in terms of asset management, mutual funds, and insurances of all kinds, commercial finance and other such related financial activities.

About Us AEGON, one of the world's leading financial services organizations, providing life insurance, pensions and asset management, Religare, holding company for one of India's leading diversified financial services groups and Bennett, Coleman & Company,...

His technical presentation touched on the potential of crypto wealth management in the next few years as more investors look to diversify into digital assets but lack the necessary experience to manoeuvre the volatile markets.

High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development.

He has over 25 years of diversified financial services experience assisting commercial and investment banks, investors, and government agencies in the management, financing, sale and valuation of asset portfolios.