Sentences with phrase «equity asset management»

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).

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.

Chuck has over 30 years of investment experience and is currently a Senior Portfolio Manager on Baird Equity Asset Management's Mid Cap Growth product.

Author of the Aleph Blog: David J. Merkel, CFA — 2010 - present, I run my own equity asset management shop, called Aleph Investments.

To learn more about Baird Equity Asset Management's offerings, contact the Intermediary Specialist in your region.

Baird Equity Asset Management also manages a variety of equity mutual funds, making our specialized expertise and considerable experience available to an even broader array of individual and institutional investors.

Baird Equity Asset Management offers seven distinct research - driven, risk - conscious investment strategies and five corresponding mutual 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.

David J. Merkel, CFA — 2010 - present, I run my own equity asset management shop, called Aleph Investments.

I am making preparations to offer equity asset management services to clients.

Fernando Bernad Marrase is Portfolio Manager and founding partner of AzValor Asset Management, a boutique equity asset management established in October 2015.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversificatimanagement and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversificatiManagement, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

Accounting firm Crowe Horwath has entered into exclusive takeover talks with a partnership between wealth management group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage Capitalmanagement group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage CapitalManagement, snubbing rival bidder Anchorage Capital Partners.

• White Oak Equity Partners acquired a minority interest in Blueshift Asset Management, a Red Bank, N.J. - based quantitative investment firm focused on statistical arbitrage and high - frequency trading strategies.

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

• Waterfall Asset Management hired Gene Weil and John Nelligan to launch and oversee a new private equity platform dubbed Waterfall Milestone.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

«You've been able to find pockets of strength even this year,» says Bruce Cooper, who heads all equity teams at TD Asset Management and manages a global dividend fund.

The chairman and CEO of private equity giant Blackstone, with $ 434 billion in assets under management, also downplayed the impact of the Fed acting more forcefully on increasing the cost of borrowing money.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

«Interest rates aren't anticipated to pose a problem for the economy or equity markets this year,» Mike Bell, global market strategist at J.P. Morgan Asset Management, said in the quarterly report out Tuesday.

He also said NVC Fund has $ 10 trillion in assets under management, which would be more than the whole private equity industry.

Blackstone, a leading private equity firm, had $ 434 billion in assets under management at the end of last year.

• Sumeru Equity Partners and Ontario Pension Board invested $ 120 million in Snow Software, an Austin, Texas - based software asset management platform.

Although it is a tech company, Ryan Lewenza, a U.S. equity strategist with TD Asset Management, says investors shouldn't expect a ton of growth from this business.

So, here's my proposal: Break up Goldman into three divisions: investment banking, private equity, and asset management.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

Although they're «one of the more expensive areas» in biopharmaceuticals, since «you are literally saving people's lives, the payers have a harder time pushing back and lowering the price,» said Michael Rich, who provides health - care coverage for Eagle Asset Management's Equity Income team.

Clockwise from left: Hannah Grove, Chief Marketing Officer; Karen Keenan, Chief Administrative Officer; Liz Roaldsen, EVP, responsible for leading the Beacon digital transformation initiative; Lynn Blake, Chief Investment Officer of Global Equity Beta Solutions; (on monitor from Dublin) Susan Dargan, Management and future development, offshore business and Alternative Investment Services; (on monitor from London) Maria Cantillon, EVP and Global Head of Alternative Asset Managers Solutions; Martine Bond, EVP for Trading and Clearing; Kim Newell, EVP and head of Global Markets Europe, Middle East and Africa, State Street; Brenda Lyons, Head of the Specialized Products Group; Kathy Horgan, Chief Human Resources and Citizenship Officer; and Lori Heinel, Deputy Global Chief Investment Officer.

The O'Leary Global Equity Income Fund (OGE) launched in June 2008 with $ 40 million of assets under management.

«You have to accept the thesis that technology is just going to disrupt everything,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Mmanagement and business strategy for fundamental equity at Goldman Sachs Asset ManagementManagement.

That's largely due to the magic of compounding, says Jean Masson, who oversees $ 12 billion in mostly low - volatility equities as a managing director at TD Asset Management.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

Brookfield Asset Management manages some $ 16 billion in assets in Brazil including real estate, infrastructure, private equity, agriculture and timberland assets in addition to financial services.

Karlin Ventures is an affiliate of Karlin Asset Management, a private investment firm managing over $ 1.4 billion of unleveraged equity capital.

Uwe Zoellner, CFA Head of Pan-European Equity Portfolio Manager Franklin Local Asset Management

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

This week, we sit down Lazard Asset Management's James Donald, who serves as head of its Emerging Markets Equity team.

April 28, 2016: Private assets, including private equity and commercial real estate, constitute major components of the portfolios of many institutional investors, but risk management for these asset classes has not kept pace.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

She is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and ESG Integration Sub-Committee, and the United Nations Environment Program Finance Initiative (UNEP FI) Asset Management Working Group.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue reading →

Enda Curran, Bloomberg's Chief Asia Economics Correspondent, and Ron Temple, Lazard Asset Management Co-Head of Multi-Asset & Head of U.S. Equity, discuss China and Trump's tariffs.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy... Continue reading →

6 equities research analysts have issued 12 month price objectives for Brookfield Asset Management's stock.

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