Sentences with phrase «for equity clients»

For my equity clients, I have reduced exposure, and I am close to my maximum cash level of 20 %.

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 diversification itself.

«If you're Lemonade, for example, and you need an insurance license in every state, you have to give us equity to get that for you, but we also won't take you on as a client unless we get investment rights,» Tusk says.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

By setting up deals in which Lunar would receive equity - based compensation from its clients, the founders could tap into «the power of the multiple» — the ability to turn what might have been simply a fee - for - service payment into an equity stake worth much more in the long run.

But since the private equity products will be reserved for wealthy clients, the fate of the company will depend on the performance of his conventional listed funds, which will bear close resemblance to the AIC products investors ended up rejecting.

«Clarity on the Cambridge issue and FB's willingness to self - regulate are likely near - term catalysts that may reduce investor fears, stabilize the stock, and position it for a recovery into Q1 results,» Shawn Quigg, an equity derivatives strategist at JPMorgan, wrote in a client note.

«Microsoft is unable to connect with the new generation of users,» wrote Global Equities analyst Trip Chowdhry in a 2010 research note to his clients, about as damning a sentence as you can muster for a technology company.

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 Management.

«Even after the President signs tax reform into law, company - level implications will remain unclear for quite some time,» Jonathan Golub, chief U.S. equity strategist at Credit Suisse, told clients.

The majority of Jim's 30 - year career has been spent brokering futures and options trades for large institutional clients in equity indexes, interest rate products, commodities and foreign exchange.

She said several of her private equity funds clients have stopped charging the fees and are waiting for guidance from the SEC before deciding whether to resume collecting them at all.

«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 Management.

NEW YORK, May 3 (IFR)- Bank of America Merrill Lynch Global Head of Capital Markets Alice «AJ» Murphy is exiting the bank for a position at a private equity shop Silver Lake - one of BAML's clients.

$ 4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients.

The deal, which is expected to be announced later on Monday, is the latest example of the private equity sector's appetite for U.S. business software companies with predictable maintenance and subscription revenue and a loyal client base.

Many of your clients have probably expressed a preference for a portfolio heavily tilted toward domestic equities this year.

There he devised strategy for obtaining debt and preferred equity capital and created finance - related marketing materials and research papers for various clients.

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

Our clients» equity investments are managed by a team of seasoned investment professionals, who are recognized within the investment community for their depth of knowledge and experience.

There she was responsible for overseeing the financial statement audits for various clients in the private equity and manufacturing industries.

He was responsible for analyzing private equity, venture capital, and real estate funds in support of the firm's clients and consultants.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

She is responsible for developing equity market insights and actionable investment advice, as well as for representing BlackRock's market views to clients.

As a member of the Exposure Management team within ISG he is responsible for the oversight of over $ 20 billion worth of client assets with exposure to equities and fixed income invested globally.

At Prudential she managed domestic and international equity operations for Prudential's general and institutional client accounts as well as its mutual funds, and Prudential's entry into emerging markets in Europe, Asia, and Latin America.

We see solid client activity in equity products, particularly outside of the United States, and there was a growing need for active investment management options.

Summing up the numbers, client equity growth and prevailing interest rates are much more essential than trading fees for U.S. brokers from a net income perspective.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

And I reckon, it's sort of interesting for me for private equity in terms of all we've seen, and what we have seen, where we have seen some misconduct and things like that,»cause I always think like, to my simple mind, that the people in private equity, they're the greatest, they're actually adding value to their clients, they're getting paid really really well, you know, if I was in that position, the one thing I would think to myself as I skipped to work was like just «Let's not mess it up.

Reduced affordability, while challenging for first - timers, may prove to be more of a surprise for move - up clients who anticipated greater leverage on their home equity; should those clients break existing mortgages upon their move, they will also be subjected to stress testing.

This was a radical position for a wealth manager to take, given the fact that their revenues were tied to clients who were invested in the equity market.

In managing the Equity and Income Fund we strive to craft portfolios and portfolio outcomes that both meet the financial needs of our clients and also enable our clients to maintain their investments in the Fund for long time periods.

George W. Smith IV, a Southfield - based accountant, said he's had some clients forget to bring him paperwork for their home equity loan interest because they were under the impression that home equity loan interest is no longer deductible.

Macquarie lead - managed more IPOs than any other investment bank in Australia in 2013 — an even dozen deals, as of December 4 — raising $ 3.4 billion for its clients on the local equity market.

Warsaw - based PKO Bank Polski raised $ 396 million for its clients in four equity deals last year, significantly growing its business with its $ 937 million purchase of Nordea Bank Polska from Nordea last June.

Citi raised $ 3.1 billion in equity capital for its clients in the region, more than any other bank, in 12 deals that were large enough to make up a 13.9 % market share, including a follow - on deal for Russian bank VTB Group.

Jane — As a former RIA I decided to move ALL my clients out of the rigged stock market in March of 2000 and into Equity Indexed annuities for the sole purpose of protecting their investments.

He has completed more than 100 transactions for clients during his career in M&A, debt and equity financings, and financial restructurings.

More than 2,500 institutional clients benefit from GFI's know - how and experience in operating electronic and hybrid markets for cash and derivative products across multiple asset classes, including fixed income, interest rates, foreign exchange, equities, energy and commodities.

I have fortunately gotten offers to work at a startup and in several different contexts similar to my previous position — and these are things I would potentially enjoy, yes, but to waste the potential equity that «personal brand», dirty as it may sound, creates for me (or anyone else) to leverage into client work that pays well and speaking gigs that open up other opportunities — would be a true «lighting on fire» of that which I had done to build that before quitting.

For clients who trade equities and subscribe to real time market data, Saxo Bank has introduced a refund scheme where fees are refunded per exchange should clients trade a minimum of four (4) times across both stocks, ETFs and / or CFDs during each calendar month.

In a lengthy report to clients, Credit Suisse's U.S. equity strategist Jonathan Golub made the case for the S&P 500 to reach 3,000 by year - end, representing a 15 % gain from Thursday morning, as reported by CNBC.

«It's a decision I have to make on my sell - rated stocks: whether I will forgo the opportunity for corporate access, which clients will explicitly pay for,» says Laura Champine, a retail analyst at Roe Equity Research.

We have conducted more than 1,000 sales searches over the past three years for clients that span large multinationals, private equity firms and their portfolio companies, emerging companies, and nonprofit organizations.

Access to NASDAQ Level II quotes is provided for free to non-professional clients who have made 120 or more equity and options trades in the last 12 months, 30 or more equity and options trades in either the current or previous quarters, or who maintain $ 1 million or more in household balances at Schwab.

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion Partners.

Adam Parker, Morgan Stanley chief US equity strategist, discusses the 2016 outlook, given more muted forecasts for economic growth, and three key investment issues that clients are focused on.

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