Sentences with phrase «equity asset managers»

«The interview - based study of 95 head and senior traders of U.S. equity asset managers and hedge funds determined that over 95 % of U.S. equity funds have been impacted by investors» move from actively managed funds to passive strategies,» researchers explain.

While this seems like a common - sense approach to us, we note that the vast majority of equity asset managers are mandated to be fully invested at all times.

Private equity asset manager Apollo Global Management said Monday it has tweaked its previously announced deal to buy the wholesale broker / dealer business of RCS Capital, which includes a wholesale distribution arm and retail advice division, for...

Not exact matches

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.

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

Youssef Haidar, founder and CEO of Stonepine Capital Partners, a Dubai - based asset manager with a focus on private equity in emerging markets, shares his thoughts on entrepreneurship.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

The firm manages $ 25 billion in assets of venture capitalists, private equity fund managers, chief executives, and entrepreneurs who founded companies that went public or received private equity funding.

The poll was conducted between Jan. 15 - 29, with most participants responding before a late - month wobble in stocks, but asset managers still cut their equity allocation to 50.1 percent from 51.3 percent in December.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

«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.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

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.

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.

James's pitch is, ultimately, aimed at big institutional money managers like Fidelity and T. Rowe Price, which could gather the assets of mom - and - pop investors into a pool big enough to buy in to private equity.

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.

U.S. asset managers and custody banks could face difficulty in lifting profit margins if the ongoing market volatility increases the equity risk premium.

Fidelity also offers seven Fidelity Asset Manager ® funds, with equity exposure ranging from conservative (20 %) to aggressive growth (85 %).

He also shed his interests in funds run by the private equity giant Blackstone Group — whose chief executive, Stephen A. Schwarzman, is an economic adviser to Mr. Trump — as well as BlackRock, the world's largest asset manager.

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

Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.

For instance, the Fidelity Asset Manager 20 % maintains an equity allocation of around 20 %, while the Fidelity Asset Manager 85 % maintains an equity allocation of around 85 %.

Brookfield Asset Management is a global alternative asset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private eqAsset Management is a global alternative asset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private eqasset manager whose specialty is investing in «real assets» — this is primarily property, renewable energy sources, infrastructure, and private equity.

categories: Indexes, Americas, EMEAI, Factor and Risk Modeling, Investing (Investment Management), Portfolio Construction and Optimization, Asia Pacific, Asset Owners, Hedge Funds, Equities, Research Paper, CHIA Chin - Ping, Asset Managers (Quant or Fundamental), BARMAN Subhajit, HUNG Raphael, LIM Eugene, MUTHUKRISHNAN Anand

We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio.

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle - market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions.

In 2003, Charles co-founded Parish Capital Advisors, a private equity fund of funds focused on small and niche private equity managers, and helped grow the business to $ 2.2 billion in assets under management before it was sold to the StepStone Group in 2012.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Leila Heckman, head of international equities at Lebenthal Asset Management, joined us for our monthly Salon to discuss the increased acceptance of global diversification among portfolio managers and the reasons behind her approach to investing.

Even as Bangladesh tries to extricate itself from the Rana Plaza building collapse, the Dhaka disaster that killed more than 1,100 garment workers, one private equity fund is trying to infuse new capital into the economy: The $ 88 million Frontier Fund, a private equity fund managed by Brummer & Partners, a Stockholm - based asset manager.

GOING DOMESTIC By Vanessa Drucker Global Finance sat down with Conrad Saldanha, portfolio manager, emerging markets equities, at asset management firm Neuberger Berman, to discuss the future prospects for global emerging markets.

Investment Bank and Asset Manager, Armillary Private Capital, has today announced that it will introduce an equity crowdfunding platform for New Zealand businesses.

Conversation catalysts: Arjan De Boer, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management Lavanya Chari, Managing Director, Head of Global Products & Solutions, Asia Pacific, Deutsche Bank Wealth Management Mark Tinker, Head of Framlington Equities Asia, AXA Investment Managers Asia Ltd Nick Ring, Global Head of Distribution, Jupiter Asset Management Rajesh Manwani, Head Markets and Advisory Solutions Asia, Julius Baer Soon Chong Lim, Managing Director, Regional Head of Investment Products & Advisory, Consumer Banking Group and Wealth Management, DBS Bank

Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007.

Big corporations and large asset managers, especially private equity funds, are sitting on giant pools of unused cash.

Prior to forming Stance Capital, LLC, Mr. Davis was co-founder and Managing Director of Empirical Asset Management, and Portfolio Manager on EAM Sustainable Equity, a strategy he launched in 2014.

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

Furthermore, with US equity markets reaching new highs and the interest - rate environment looking negative for bonds, we believe investors will seek out product offerings from alternative managers that can offer access to alpha2 across alternative asset classes.

Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst and UK portfolio manager.

Previously, he was a portfolio manager for Goldman Sachs Asset Management from 1998 to 2001 and an equity analyst at J.P. Morgan Investment Management from 1996 to 1998.

The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.

«Equity attribution variables continue to expand as asset managers are developing new types of smart beta portfolios that blur the lines between passive and active investment styles,» Wolstenholme said.

The companies surveyed - the biggest or most internationally - focused banks, insurers, asset managers, private equity firms and exchanges in Britain - were responding to questions about their plans in the event of a so - called «hard» Brexit, where the UK would leave not only the EU but also the single market and Customs Union.

Over the course of his professional career Ricardo has worked at Banco Popular, where he was fund manager and head of the Quantitative Research Department of the bank's asset management arm, and Mutuaactivos, where he was head of the equity team and co-responsible for pension funds and managed mandates.

At StormHarbour, he originated and executed innovative and award - winning private equity and structured credit financings on behalf of private investors, institutional asset managers, and companies around the world.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

GrowthCap has a broad network of long - standing relationships with private capital investors including family offices, growth equity firms, private equity firms, asset managers, sovereign wealth funds, special situation investors and private debt funds.

The event will provide the opportunity to meet and network with 150 + senior - level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs, investment banks, institutional investors, asset managers, and high - net - worth individuals.