Sentences with phrase «income institutional asset»

Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager with $ 5.1 trillion in assets under management.

Not exact matches

BMO Financial Group says it has entered into a definitive agreement to buy the fixed income broker - dealer, which specializes in the institutional investor market for U.S. mortgage - backed and asset - backed securities.

John Tovar oversees Institutional Brokerage Services, which includes trading, fixed income sales, relationship management, customer services, technology, account services and operations for over 4,000 Independent Registered Investment Advisors that custody assets at TD Ameritrade Institutional.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

The investment objective of State Street Institutional Treasury Money Market Fund is to seek a high level of current income consistent with preserving principal and liquidity and the maintenance of a stable $ 1.00 per share net asset value («NAV»).

At BGI, Mr. Basdeo was the head of the Canadian fixed income business and was responsible for both the management of the Canadian institutional and iShares assets as well as delivering fixed income strategies and solutions to BGI clients.

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.

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

Illiquid asset Immediate - or - cancel Income bond Income statement Indenture Index Indication of interest Individual Retirement Account (IRA) Industrial revenue bonds Inflation Inflation rate Initial public offering Inside market Insider Instinet Institutional investor Intangible drilling and development costs Integration Interbank market Interest Intermarket Trading System (ITS) Interpositioning In - the - money Intrastate offering Intrinsic value Introducing broker / dealers Inventory Inverted head and shoulders pattern Investment Investment adviser Investment Advisers Act of 1940 Investment banker Investment Company Investment Company Act of 1940 Investment contract Investment grade securities Investor brochure In - whole call IOC IPO Issue Issuer

3As described in the Fund's current prospectus dated May 1, 2009, Parnassus Investments has contractually agreed to limit the total operating expenses (exclusive of acquired fund fees and expenses) to 0.99 %, 0.99 %, 0.78 %, 1.20 %, 1.20 %, 1.20 % and 0.87 % of the net assets of the Parnassus Fund, the Parnassus Equity Income Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2010.

Franklin Templeton currently manages global equities, emerging markets and fixed income assets for Malaysia - based institutional clients.

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.»

Global economics Current events & geopolitics Central banking Financial stability Governance & regulations Investment strategy Asset allocation Risk factors Political risk Risk management Fixed income Equities Credit - related Institutional real estate Alternative investments Private equity Risk parity Smart beta Infrastructure Hedge funds Commodities Opportunistic / Special and More

With more than $ 30 billion in AUM, this Toronto company is mainly focused on institutional assets, and has strong equity, dividend and fixed - income products.

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

1As described in the Fund's current prospectus dated May 1, 2018, Parnassus Investments has contractually agreed to reduce its investment advisory fee to the extent necessary to limit total operating expenses to 0.99 % of net assets for the Parnassus Mid Cap Fund — Investor Shares, 0.85 % of net assets for the Parnassus Mid Cap Fund — Institutional Shares, 0.68 % of net assets for the Parnassus Fixed Income Fund — Investor Shares and 0.58 % of net assets for the Parnassus Fixed Income Fund — Institutional Shares.

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.

2010 - 2014 — Living off of asset income as I slowly build a retail and small institutional client base for my value investing.

«The DRP strategy brings our strengths in managing underlying fixed income assets with overlay and quantitative analysis to provide a unique solution to institutional investors.»

The pan-European open - ended real estate fund seeks to provide institutional investors with long - term stable income through the acquisition of core European real estate assets by capitalising on individual market dynamics and timing.

ACATIS is a value investment boutique in Germany, offering mutual funds (equities, balanced, fixed income) based on a value approach to public and institutional investors with total assets under management now numbering 3.5 bn USD.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

A portfolio manager in Fidelity's Fixed Income Division, Chan is responsible for managing stable value assets in institutional separate accounts and investment pools.

«Factors driving this PE activity include low interest rates, a growing economy, the reduction in marginal federal income tax rates, the relative outperformance of domestic middle market private equity compared to other asset classes, benign credit markets and the rebalancing of portfolios by institutional investors.»

The joint venture will operate as China Life AMP Asset Management, offering retail and institutional investors in China mutual funds in domestic equities and fixed income products.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Loans to Foreign Nationals: Unlike most banks and institutional lenders, Montegra does not require borrowers who are foreign nationals to have proof of U.S. income or U.S. assets in order to qualify for a loan to purchase commercial real estate or non-owner-occupied investment properties.

The company provides its institutional, retail and high net - worth clients with access to investment professionals representing a broad range of asset classes, including equities, fixed income, property and private equity.

More than 2,500 institutional clients benefit from GFI's expertise 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.

For private and institutional investors, investable NOAH stock in one - and two - star properties represents a stable, income - producing asset with decent rental growth, according to Lupton and Vaisman.