Sentences with phrase «institutional retail assets»

The appetite for institutional retail assets in Boston remains almost unquenchable.

Not exact matches

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.

Southeastern Asset Management, another institutional investor, worked with Mr. Icahn on another offer to buy Dell, and also supported an effort by Barington Capital Group, a hedge fund, to shake up the retailer Dillard's.

Brookfield Asset Management's stock is owned by many different of institutional and retail investors.

Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure

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.

In recent months, this «use for cash» story has been playing out strongly in the ETF space, as retail and institutional investors pour assets into ultra-short-dated bond funds.

According to Morningstar, the average annual redemption rate for retail assets is 30 % and institutional assets, which are managed by committee, have an even lower annual redemption rate.

BlackRock also has a good mix between retail (11.6 %) and institutional (60.1 %) assets.

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.

In Part 7, the film argues that passive strategies are gaining a foothold in the UK, where they currently make up only 7 % of retail investor assets, compared with about 30 % of institutional assets.

The top three investment products that contribute to Eaton Vance assets are institutional accounts (about 40 % of total assets), open - end funds (30 %) and retail managed accounts (10 %).

Provides a diverse platform of more than 200 funds representing all major asset classes and directed by more than 40 retail and institutional fund managers

Frank Stadler is principal and founder of Crusader Asset Management Inc., an investment management company that provides advice to institutional and retail investors.

1.25 % after waivers for retail shares and 1.05 % for institutional shares, on assets of $ 177 million (as of May 2015).

The firm has grown to manage a diversified asset base that includes retail, hedge fund, sub-advisory and institutional accounts.

LibertyShares ® ETFs are offered by Franklin Templeton Investments which, since 1947, has been dedicated to delivering exceptional asset management for our institutional, retail and high net - worth clients.

While all asset managers will see AUMs, sales, and profits collapse during bear markets, Franklin is especially at risk because 73 % of its business is retail, rather than institutional or high - net worth clients.

The company operates through the following segments: Retail Banking, Corporate & Institutional Banking, Asset Management Group, Residential Mortgage Banking, BlackRock and Non-Strategic Assets Portfolio.

PNC Financial Services Group Inc is a financial services company engaged in retail banking, corporate and institutional banking, asset management, residential mortgage banking and global investment services.

Clearly, there is a common thread when the returns of all kinds of investors (retail and institutional) in all asset classes (stocks, bonds, commodities, and alternatives) fall behind the long - term returns of the funds they invest in.

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

CIBC Asset Management is one of Canada's largest asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutional cliAsset Management is one of Canada's largest asset management firms and provides a broad range of high - quality global investment management solutions to retail and institutional cliasset management firms and provides a broad range of high - quality global investment management solutions to retail and institutional clients.

The company manages assets for institutional clients and retail investors worldwide with $ 681 billion in assets under management as of September 30, 2016.

The Akre Focus Fund (Institutional share: «AKRIX;» Retail share: «AKREX») was launched on August 31, 2009, and currently has net assets of approximately $ 7.3 billion as of April 30, 2018.

Tyler Mordy is president and chief investment officer at Vancouver - based Forstrong Global Asset Management, specializing in global ETF portfolios for retail and institutional clients.

More recently, ETFs have launched that track exotic strategies or asset classes with the goal of allowing retail investors to participate in institutional strategies.

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.

The AMC (a full - service asset management company) provides solutions for institutional as well as retails clients.

About GAIN GAIN Capital Holdings, Inc. provides innovative trading technology and execution services to retail and institutional investors worldwide, with multiple access points to OTC markets and global exchanges across a wide range of asset classes, including foreign exchange, commodities, and global equities.

The capital — both retail and institutional (i.e., new crypto hedge funds)-- entered initially through the most liquid crypto assets and fiat currency onramps.

Institutional and retail investors have just started to invest in bitcoin and acknowledge it as a digital currency, a safe haven asset, and a robust store of value.

These exchanges are primarily created to serve institutional or HNW retail investors who require a system where significant volumes of assets can be block traded with minimal price slippage.

As an asset class, Bitcoin has gained a lot of retail interest, but when it comes to the big money, institutional investors haven't had the opportunity to really participate.

UBS AG is a global financial services firm, headquartered in Basel and Zürich, Switzerland, which provides investment banking, asset management, and wealth management services for private, corporate, and institutional clients worldwide, as well as retail clients in Switzerland.

Institutional investors, including pension funds, are stepping outside the box, beyond the core asset types of office, industrial, retail and apartments, to consider a growing menu of alternative real estate options...

The Westfield Group's sale of a 45 percent stake in its U.S. malls to Canada Pension Plan Investment Board (CPPIB) showcases once again institutional investors» appetite for core retail assets in the United States.

On CPPIB's part, the venture represents the ability to invest a large sum of capital at once in stabilized U.S. commercial assets — one of the best investment alternatives for institutional players in today's market, according to Bill Rose, national director of the retail group with Marcus & Millichap Real Estate Investment Services, an Encino, Calif. - based brokerage firm.

While some firms specifically handle institutional assets and others specialize in the retail market, Carrington agents have exposure to, and are trained in, both due to the company's unique business model.

Kayne Anderson Capital Advisors, which manages more than $ 27 billion in assets for institutional investors, retail clients and high net - worth individuals and families, launched a real estate private equity firm in 2007.

Bentall Kennedy serves the interests of more than 500 institutional clients across 140 million square feet of office, retail, industrial, and residential assets totaling over $ 30 billion.

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.

Institutional investors continue to focus on well - located, stable medical office assets that are aligned with major healthcare systems as well as highway frontage and surrounding retail in Houston.