Sentences with phrase «held by asset managers»

Not exact matches

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

NEW YORK, Nov 28 - The Federal Reserve faces the challenge of standing by as financial markets «correct» as the central bank trims its asset holdings, U.S. hedge fund manager David Tepper said on Tuesday, adding he was surprised the bond - yield curve was so flat.

With funds managers holding about 15 - 20 per cent of assets in domestic bonds, the change in the composition of household assets has translated into higher demand for bonds — a demand which is no longer being met by government issues.

Pimco Total Return Fund holds over $ 240 billion in assets and is piloted by noted bond fund manager, Bill Gross.

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

Property accounted for the largest percentage of assets held by the world's 100 largest alternative asset managers.

The «dogs of the Dow strategy,» popularized by asset manager Michael O'Higgins in 1991, holds that one can beat the market simply by buying the 10 stocks in the Dow 30 paying the highest dividends.

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

(2) Each Investment Portfolio (with the exception of the Principal Plus Interest Portfolio) pays the Plan Manager a fee at an annual rate of 0.03 % of the average daily net assets held by that Investment Portfolio.

In its third annual survey of institutional ETF use, sponsored by BlackRock Asset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fAsset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fasset managers allocate on average more than a quarter of total assets under management to the funds.

The «NAV common stocks» with which various Third Avenue Management (TAM) portfolio managers are involved include issues by Brookfield Asset Management, Capital Southwest, Cheung Kong Holdings, Forest City Enterprises, Henderson Land, Investor AB, Lai Sun Garment, Toyota Industries, Wharf Holdings and Wheelock & Company.

Securities held by the Fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

Swiss banks and asset managers are gearing up to implement the FATCA (Foreign Account Tax Compliance Act) rules, by which the US government is to get all information on capital held anywhere in the world by people liable to pay American taxes.

The Fund will not purchase a debt security that is rated less than Caa / CCC by Moody's or S&P, respectively, and will only purchase an unrated debt security if the Fund managers believe that the security is of at least B quality, subject to a limitation that the Fund may not hold more than 20 % of its net assets in debt securities that are rated less than B or that are unrated debt securities of similar quality, based on the Fund managers» fundamental analysis of the issuer and of rated bonds issued by similar issuers.

ABP introduced an internal carbon budget for its asset managers in 2015, designed to reduce the CO2 footprint of its portfolio equity holdings by 25 per cent, as well as doubling its $ 29bn equity holdings in equities providing environmental and social solutions over the next five years.

Acted for Ball on its $ 8.4 bn purchase of Rexam, and advised both companies on the sale of $ 3.4bn - worth of their assets and operations in Europe, Brazil and the US to Ardagh Group; acted for Jacobs Douwe Egberts on its $ 5.8 bn secured, cross-border refinancing; acted for joint global coordinators and joint lead managers in a Rule 144a / Reg S $ 9bn bond offering by the State of Qatar; secured a win for Ukrainian businessman Gennadiy Bogolyubov in the English High Court against Tatneft which brought claims against the client and three other individuals following an alleged failure to pay for oil delivery by a Ukrainian refinery; acted for Endurance Specialty Holdings on its $ 6.3 bn acquisition by SOMPO Holdings.

Asset managers arguably participate most heavily in business planning when properties are purchased in a stabilized condition by investors preferring long - term holds.

Real - estate owned (REO) asset managers and lenders are now relying heavily on broker price opinions (BPOs)-- produced by real estate offices — to place a value on their holdings and to set asking prices for both REO and short - sale properties.

For the past 14 years SEDCO Capital has held an extensive portfolio in global real estate, having invested in over 22 countries, by partnering with local asset managers.