Not exact matches
With one - on - one interviews and panel discussions led by top journalists from CNBC and
Institutional Investor, the 2017 Delivering Alpha conference featured Steven Mnuchin, the 77th United States Secretary of the Treasury; Jamie Dimon, Chairman and Chief Executive Officer, JPMorgan Chase & Co.; Raymond Dalio, Founder, Chairman and Chief
Investment Officer, Bridgewater Associates; Julian H. Robertson Jr., Co-Founder, Chairman and Chief Executive Officer, Tiger Management; Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan
Asset Management; and Stephen A. Schwarzman, Chairman, Chief Executive Officer and Co-Founder, The Blackstone Group.
SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other
institutional and accredited investors that collectively manage more than $ 1 trillion in
assets available for
investment.
In addition to being president of Wells Fargo
Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under admin
Investment Institute, Cronk is chief
investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under admin
investment officer for Wealth and
Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under admin
Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo
Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in
assets under administration.
That's a far more effective route for winning over retail investors than
institutional investors — the hedge funds, long - only
asset managers, and sovereign wealth funds accustomed to the personal touch and assurances of
investment bankers.
Prior to joining RGE, Ms. Sanchez spent four years as an
institutional asset manager, serving at the California Endowment, a US$ 3 billion Los Angeles - based foundation, as managing director of public
investments and at the Ford Foundation, a US$ 10 billion New York - based foundation, as director of public
investments.
The company, Allison Street Advisors, based in Washington, D.C., is selling an
investment vehicle called a wrap account, which gives customers with $ 250,000 in
assets access to big - name
institutional money managers.
«In Canada as in the U.S. and Europe, the most common question
investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact
investment performance,» said Andrew Sweeney,
Institutional Portfolio Manager at RBC Global
Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.
Franklin Templeton
Investments is one of the world's largest
asset management groups with over US$ 730bn in
assets under management on behalf of over 22 million private, professional and
institutional investors1.
This year, RBC GAM queried 434
institutional asset owners and
investment consultants in the United States, Europe and Canada.
Franklin Templeton
Investments is one of the world's largest
asset management groups managing
assets on behalf of over 24 million private, professional and
institutional investors.
The survey collected the opinions of 434
institutional asset owners and
investment consultants in Canada, the U.S. and Europe.
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.
About ISS Founded in 1985 as
Institutional Shareholder Services Inc., ISS is the world's leading provider of corporate governance and responsible
investment (RI) solutions for
asset owners,
asset managers, hedge funds, and
asset service providers.
As a result, investors (particularly those that are
institutional in nature) are seeking alternative
asset classes to boost
investment returns.
Top
institutional investors include CIBC
Asset Management Inc (1.25 %), Sumitomo Mitsui Trust Holdings Inc. (0.25 %), Greystone Managed
Investments Inc. (0.19 %), New South Capital Management Inc. (0.18 %), Check Capital Management Inc..
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»).
Wells Fargo
Investment Institute serves clients of Wealth and
Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo
Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client
assets.
Dirk Hofschire, senior vice president of
asset allocation research at Fidelity
Investments, explains why, and what it may mean for investors in his monthly market catch - up with Lars Schuster,
institutional portfolio manager for Strategic Advisers, Inc., a Fidelity
Investments company.
They automate the loan underwriting, data management and risk assessment processes and provide a platform where accredited and
institutional investors seeking high - yield, short - term,
asset - collateralized
investments can be matched with borrowers seeking more timely and consistent sources of funding for rehabbing properties across America.
Sarona
Asset Management is an
institutional - quality, independent
investment firm, with the objective to deliver capital to entrepreneurs in under - served markets and help them develop their companies and their communities profitably and sustainably.
About RBC Global
Asset Management and RBC Wealth Management RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management, Phillips, Hager & North Investment Management and RBC Global Asset Management (U
Asset Management and RBC Wealth Management RBC Global
Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management, Phillips, Hager & North Investment Management and RBC Global Asset Management (U
Asset Management (RBC GAM) is the
asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management, Phillips, Hager & North Investment Management and RBC Global Asset Management (U
asset management division of Royal Bank of Canada (RBC), and includes
institutional money managers BlueBay
Asset Management, Phillips, Hager & North Investment Management and RBC Global Asset Management (U
Asset Management, Phillips, Hager & North
Investment Management and RBC Global
Asset Management (U
Asset Management (U.S.).
UBS offers
investment capabilities across traditional and alternative
asset classes for private clients, intermediaries and
institutional investors.
Sara Shores, Managing Director, is the Head of Strategy for BlackRock's Factor - Based
Investments, driving the strategy innovation and thought leadership for smart beta across all
asset classes for
institutional, retail and iShares clients.
The launch of bitcoin futures trading will provide an opportunity to the
institutional investors to diversify their
investments into a new
asset class.
Wells Fargo
Investment Institute serves clients of Wells Fargo Wealth and
Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo
Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in
assets under administration.
About RBC Global
Asset Management and RBC Wealth Management RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management LLP, Phillips, Hager & North Investment Management, RBC Global Asset Management (U.S.) Inc., and RBC Global Asset Management (U.K.) Lim
Asset Management and RBC Wealth Management RBC Global
Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management LLP, Phillips, Hager & North Investment Management, RBC Global Asset Management (U.S.) Inc., and RBC Global Asset Management (U.K.) Lim
Asset Management (RBC GAM) is the
asset management division of Royal Bank of Canada (RBC), and includes institutional money managers BlueBay Asset Management LLP, Phillips, Hager & North Investment Management, RBC Global Asset Management (U.S.) Inc., and RBC Global Asset Management (U.K.) Lim
asset management division of Royal Bank of Canada (RBC), and includes
institutional money managers BlueBay
Asset Management LLP, Phillips, Hager & North Investment Management, RBC Global Asset Management (U.S.) Inc., and RBC Global Asset Management (U.K.) Lim
Asset Management LLP, Phillips, Hager & North
Investment Management, RBC Global
Asset Management (U.S.) Inc., and RBC Global Asset Management (U.K.) Lim
Asset Management (U.S.) Inc., and RBC Global
Asset Management (U.K.) Lim
Asset Management (U.K.) Limited.
Franklin Square is a manager of alternative
investment funds designed to enhance investors» portfolios by providing access to
asset classes, strategies and
asset managers that typically have been available to only the largest
institutional investors.
Today, IIFL Holdings Limited (Bloomberg Code: IIFL IN, NSE: IIFL, BSE: 532636) is India's leading integrated financial services group with diverse operating businesses, mainly, Non Banking and Housing Finance, Wealth and
Asset Management, Financial Advisory and Broking, Mutual Funds and Financial Product Distribution,
Investment Banking,
Institutional Equities, Realty Broking and Advisory Services.
As the oldest
institutional investment manager in the sustainable and responsible
investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their
assets as well as social and environmental impact through their
investments.
PNC also uses the marketing names PNC
Institutional Asset Management ®, PNC Retirement Solutions ®, Vested Interest ®, and PNC Institutional Advisory Solutions ® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advi
Institutional Asset Management ®, PNC Retirement Solutions ®, Vested Interest ®, and PNC
Institutional Advisory Solutions ® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advi
Institutional Advisory Solutions ® for the various discretionary and non-discretionary
institutional investment activities conducted through PNC Bank and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advi
institutional investment activities conducted through PNC Bank and through PNC's subsidiary PNC Capital Advisors, LLC, a registered
investment adviser («PNC Capital Advisors»).
About Glass, Lewis & Co., LLC Glass, Lewis & Co., LLC is a leading independent governance services and
investment research firm, serving
institutional investors worldwide that collectively manage more than $ 15 trillion in
assets.
She leads an
investment team of portfolio managers and analysts responsible for the design, implementation and management of
investment solutions for individual and
institutional clients in several
asset classes from traditional to alternative
investments.
Adams was promoted to vice president in February 2015, and in April 2018 was elected a member of the PNC
Institutional Asset Management
Investment Policy Committee.
Over 100 mutual funds and 60
institutional strategies across a range of
asset classes and
investment styles
The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC
Institutional Asset Management ® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank, National Association («PNC Bank), which is a Member FDIC, and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advi
Institutional Asset Management ® for the various discretionary and non-discretionary
institutional investment activities conducted through PNC Bank, National Association («PNC Bank), which is a Member FDIC, and through PNC's subsidiary PNC Capital Advisors, LLC, a registered investment adviser («PNC Capital Advi
institutional investment activities conducted through PNC Bank, National Association («PNC Bank), which is a Member FDIC, and through PNC's subsidiary PNC Capital Advisors, LLC, a registered
investment adviser («PNC Capital Advisors»).
He brings over 20 years of experience in the pension and
institutional investment industry, including previous roles as an Actuary and Investment Consultant at a large multi-national consulting organization and as a Senior Investment Analyst at an alternative asset manage
investment industry, including previous roles as an Actuary and
Investment Consultant at a large multi-national consulting organization and as a Senior Investment Analyst at an alternative asset manage
Investment Consultant at a large multi-national consulting organization and as a Senior
Investment Analyst at an alternative asset manage
Investment Analyst at an alternative
asset management firm.
It offers a proxy for direct
investment in
institutional grade commercial property with its attractive yield based characteristics for the majority of the
institutional and private investor universe which, until now, has not had a mechanism to benefit from the
asset class.
The event will provide the opportunity to meet and network with 150 + senior - level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs,
investment banks,
institutional investors,
asset managers, and high - net - worth individuals.
Franklin Quotential's multi-
asset portfolios provide investors with an
institutional level of diversification by
asset class,
investment style and geography with little duplication at the security level.
By Matt Moran SEPT. 21, 2016 — Wilshire Associates recently was ranked as one of the world's ten largest
investment consultants, due to the fact that it had more than $ 1 trillion in worldwide
institutional assets under advisement, according to the survey published in the Nov. 30, 2015 issue of Pensions &
Investments.
Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated
assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular
institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.
Alignvest is the parent company of three
investment platforms: Alignvest Capital Management Inc., for its public market strategies, Alignvest Private Capital, for its direct private investments, and Alignvest Investment Management Corporation, which provides institutional quality, total portfolio management capabilities to ass
investment platforms: Alignvest Capital Management Inc., for its public market strategies, Alignvest Private Capital, for its direct private
investments, and Alignvest
Investment Management Corporation, which provides institutional quality, total portfolio management capabilities to ass
Investment Management Corporation, which provides
institutional quality, total portfolio management capabilities to
asset owners.
T. Rowe Price Group (TROW - $ 79) With more than $ 730 billion of
assets under management, T. Rowe Price is a leading global
investment manager that offers a broad array of mutual funds, sub-advisory services and separate account management for individual and
institutional investors.
Bitcoin is being helped by growing
institutional demand for the digital currency, as hedge funds, day traders and other mainstream
investment outfits look to access this burgeoning
asset class.
The
investment vehicle is more likely to appeal to
institutional traders and passive investors keen on exploring cryptocurrency without having to buy and sell individual
assets or store them in a wallet.
A small but growing number of countries now have legal requirements for
institutional investors to report on how their
investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel
assets and
investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37
B Lab drives systemic change through three interrelated initiatives: 1) building a community of Certified B Corporations to make it easier for all of us to tell the difference between «good companies» and just good marketing; 2) accelerating the growth of the impact investing
asset class through use of B Lab's GIIRS impact rating system by
institutional investors; and 3) promoting supportive public policies, including creation of a new corporate form and tax, procurement, and
investment incentives for sustainable business.
The
Institutional channel manages
assets in a variety of
investment styles for a variety of types of institutions.
The company's products and services addresses multiple markets,
asset classes and geographies and are sold to a diverse client base, including
asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies;
institutional and retail
asset managers, such as managers of pension
assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and
investment consultants; and corporate clients.