As value fell out of favour, Mr. Brandes's
firm lost assets.
Not exact matches
Stock in structured - finance
firm Coventree
lost more than half its value Tuesday after it said various Coventree - sponsored trusts could not fund maturities of Canadian
asset - backed commercial paper due to what it called a «market disruption.»
Portis won't reveal exactly how much he
lost through these alleged misdeeds, but among the
assets in his 2015 bankruptcy filings he included a $ 1 million note from Ahmed's
firm as well as «potential» claims of $ 2 million and $ 8 million against Brahmbhatt's and Rubin's
firms, respectively.
Going forward, advisers and wealth management
firms who choose to ignore fiduciary standards face serious risk of reputational damage and, ultimately,
lost assets under management.
When borrowing is cheap,
firms will take on more debt to invest in hiring and expansion; consumers will make larger, long - term purchases with cheap credit; and savers will have more incentive to invest their money in stocks or other
assets, rather than earn very little — and perhaps
lose money in real terms — through savings accounts.
The potential to gain more on the upside than
lose on the downside, compared to other
assets, may sound trivial, but it is a
firm foundation for long term success.
There are some worried folks over at the Bogleheads forum who fear that, if only one
firm holds all of an investor's
assets, and they go belly up, they would
lose most if not all their life savings, a la Bernie Madoff.
So, if you have a $ 5M account and the bankrupt
firm «somehow
lost» 10 % of all investor account
assets, that investor would receive $ 4.5 M before the SIPC insurance limit of $ 500K would apply.
We are very aware that many good small cap
firms lose their edge by taking in too many
assets and being forced to adjust their investment style.
Likewise, Dodge & Cox is a stock - heavy manager, and their largest funds made a big
losing bet on financial stocks last year, which, combined with a relative lack of bond
assets to buffer them, didn't serve the
firm (or their funds» investors) very well.
If not, individual law
firms and the legal profession may
lose some of their most valuable
assets: the lawyers themselves.
The animated commercial below is a prime example of how we helped one
firm shift from a message
lost in the masses to a new
asset that places them solidly in that golden 5 %.
I wrote an article titled, «The Top Five Reasons
Firms Lose Their Intellectual
Assets.»
Hire a specialized search
firm to look for a
lost life insurance policy and other unclaimed
assets.
(I'm sure the big investment
firms don't want to
lose all of those retirement
assets under management!)