Sentences with phrase «income asset managers»

Citi's Fixed Income Indices have approximately 300 clients globally, including 200 buy - side fixed income asset managers and asset owners.

As a leader among fixed income asset managers we offer diversification across multiple geographic regions that can help today's investors build wealth while reducing their risk.

Not exact matches

U.S. - based asset managers like Federated Investors Inc. and Franklin Resources Inc. pay high effective tax rates because they qualify for fewer deductions, so they will keep more of their income.

If you hold dividend - paying assets in a non-registered account, consider setting up an automatic transfer of that dividend income into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

The BlackRock ® Diversified Income Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount ofIncome Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount ofincome opportunities with an appropriate amount of risk.

The increase, while modest, is nevertheless indicative of higher uncertainty and potentially better trading opportunities for managers with flexibility to trade across asset classes (most notably in fixed income and currencies, which have traditionally been a core area of focus for discretionary managers).

Prior to joining Wells Fargo, Mr. Haverland was a portfolio manager, corporate bond analyst and trader at Jefferson Pilot Financial (now part of Lincoln Financial) in Greensboro, North Carolina, where he managed $ 2.6 billion in fixed income assets.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Diana Amoa, fixed income portfolio manager at JPMorgan Asset Management, and Ralf Preusser, global head of rates at Bank of America Merrill Lynch,...

André Siegrist joined PUBLICA Asset Management team in 2012 as fixed income portfolio manager.

William Kohli, Michael V. Salm, and Paul D. Scanlon, CFAMichael J. AtkinMatthew F. BeaudryMike DullaghanMichael P. Wands, CFAMichael V. SalmChristian J. Galipeau and Brendan T. Murray, Senior Investment Directors; Seamus S. Young, CFA, Investment DirectorPaul D. ScanlonPutnam Global Asset Allocation TeamPutnam InvestmentsPutnam Tax Exempt Fixed Income TeamPutnam Portfolio ManagersRobert J. Costello III, CFARobert L. ReynoldsRobert L. SalvinMichael V. Salm, Co-Head of Fixed Income, and Brett S. Kozlowski, CFASarah A. MarshallPaul D. Scanlon, CFA, Co-Head of Fixed Income T.L. Tsang, CFA, AnalystSimon DavisSeamus S. Young, CFAShep PerkinsRobert L. Davis, CFA, Analyst, and Simon DavisVivek GandhiWalter D. ScullyIzzet Yildiz, Ph.D., Analyst Michael J. Atkin, Portfolio Manager Jo Anne Ferullo, Senior Investment Director

The retirement industry (financial advisors, plan sponsors, asset manager and index providers) can help participants by creating products and services that focus on retirement income rather than just wealth accumulation.

Vancouver - based portfolio manager Adrian Mastracci, of Lycos Asset Management, says it's rare to have the kind of portfolio that could generate $ 50,000 of dividend income and not also have other kinds of income (notably employment or pension income).

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

The fund normally invests approximately 75 % of its total assets in fixed - income securities considered by the Manager or sub-advisor to be investment grade at the time of purchase.

The manager's argument struck me as persuasive: Asian fixed - income offers some interesting attributes, it's systematically underrepresented in indexes and underfollowed by investors (the fund has only $ 67 million in assets despite a strong record).

We examine the reasons for this and look at how asset managers can help investors achieve sustainable higher income.

The Fidelity Asset Manager 20 % fund («FASIX») has 20 % in stocks, 50 % in fixed income and 30 % in short - term money market funds.

With headquarters in New York City, BlackRock Inc. was founded as a risk management and fixed - income firm in 1988, and has since grown to become the largest asset manager in the world with over U.S. $ 5.1 trillion.

Prior to joining Baird Advisors, Joe was a portfolio manager with BMO Global Asset Management, where he was responsible for managing tax - free fixed income strategies and credit research.

- the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

Prior to Schroders, Susan was a Vice President and Portfolio Manager of U.S. Fixed Income at Deutsche Asset Management, formerly Morgan Grenfell & Co, specializing in Municipal bonds.

Sun Life Investment Management's Candace Shaw, Senior Managing Director and Portfolio Manager, Private Fixed Income is featured on Asset TV's Alpha Female Series — to discuss the career opportunities she has seized and how tenacity and conviction have been key ingredients to her success.

It's an individual decision based on several factors — your age, current and projected income level, the rate of return earned on the plan's assets, whether you're an owner - manager or an arm's - length executive and several other considerations.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.

A new ETF provider is set to launch a range of fixed income funds targeting European institutional investors including insurance companies, pension funds, asset managers, private banks and wealth managers.»

Laura Wallace, vice-president and portfolio manager with Scotia Asset Management in Toronto, recommends a mix of 50 % equities and 50 % fixed income.

«Managers» new initiatives are focused on blending together existing capabilities in equity, fixed income and alternative asset classes to build an asset allocation strategy to serve as an all - inclusive solution for advisers» portfolios.»

Each firm will be given a core fixed income mandate because «research indicates that smaller asset managers are likely to add value relative to the benchmark with these assets.»

On one hand you, have index investing which boasts solid arguments: - the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

«A managed account can be good for participants, but they are particularly effective for those who are engaged and will provide the managed account manager with more information, such as risk preferences, assets outside of the plan, and desired income replacement ratio,» he says.

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After unsuccessfully trying to outwait the activists what fund management came up with was a 2 - step plan; folding the three funds, American Strategic Income Portfolio I, II and III into one fund (creating operating savings... for the asset manager, obviously!)

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He wouldn't worry about asset allocation because the fund managers of Trimark Income Growth (the balanced fund) would take care of that.

Some investors may have a high component of annuity - like income without realizing it, says Adrian Mastracci, portfolio manager with Vancouver - based Lycos Asset Management Inc..

On average, a high quality fixed income manager might attract a 0.67 % -1.0 % of AUM valuation, while an alternative asset manager might command 7.5 % -10 % of AUM (or even higher).

Alternative asset managers can easily achieve a 7.5 % of AUM valuation — let's assume 20 % of this valuation may accrue to NTR (bearing in mind income earned would probably come at little / no incremental cost to NTR).

On average, a high quality fixed income manager might attract a 0.67 % -1.0 % of AUM valuation, while a top - class alternative asset manager could command anything from 7.5 % -10 % of AUM, or even higher.

At Deutsche, where he managed over $ 10 billion in assets, he was the lead Portfolio Manager for the U.S. Large Cap Core Funds, including Scudder's flagship Growth & Income Fund.

Prudential Fixed Income is a global asset manager offering active solutions across all fixed income maIncome is a global asset manager offering active solutions across all fixed income maincome markets.

The First Asset US & Canada LifeCo Income Fund's automatic conversion feature has been triggered and, as a result, the fund's manager has initiated the process to convert the fund into an exchange - traded fund (ETF).»

Even professional fixed income asset market money managers do not beat the bond market.

Professional fixed income asset market money managers do not achieve high enough returns to cover their higher fees.

American Capital's asset manager generates relatively steady fee income primarily from its mortgage REITs.

the Macro Funds, and ignoring $ 9 billion of «dry powder») for 1.0 % of AUM, ex-net cash & investments — even when you factor in $ 33 billion of Logan Circle fixed income AUM (which investors may be under - estimating as a potential natural hedge in the current environment), that's an incredibly cheap valuation for an alternative asset manager.

A good initial target is 5 to 10 % of gross family income, suggests Adrian Mastracci, portfolio manager with Vancouver - based Lycos Asset Management Inc..

He was responsible for the management of all fixed income assets, created and managed SEC - registered mutual funds, and was the first portfolio manager for their high - yield corporate bond fund.