Sentences with phrase «investment management business as»

The acquisition included ERE's investment management business as well as the property management and mortgage divisions of ERE Subsidiary COMPASS Retail Inc., and ERE Rosen, a REIT portfolio management firm.

Not exact matches

Working with your financial quarterback, develop your new investment business plan (known as an investment policy statement) for the immediate deployment of the transaction's proceeds and for long - term management of investment capital.

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

Suni Harford joined UBS Asset Management as head of investments in July 2017 and is responsible for driving the investments business forward, working closely with the heads of the underlying investment areas.

Third, the business community must approach these efforts with the same long - term investor mindset and management rigor they apply in their own companies, making data - driven investments and evaluating, learning, and adjusting as they go.

The partnership is the latest step in Goldman's effort to grow its investment management business, as new regulations and lower trading volume have pressured profits in other businesses the bank has traditionally relied on for growth.

He will advise Terry Laughlin, Bank of America vice chairman and head of Global Wealth and Investment Management, as well as the Bank of America and GWIM leadership teams on business integration, goals - based wealth management and regulatorManagement, as well as the Bank of America and GWIM leadership teams on business integration, goals - based wealth management and regulatormanagement and regulatory matters.

As your business needs evolve, be sure to strateglically review all features in the tool at least twice a year to maximize your investment in the software, says John Kiraly, client informations systems manager at ARI, a fleet management company.

GT&O provides the platforms and fulfillment services that enable the company's consumer banking, wealth management, commercial banking, treasury services, sales and trading and investment banking businesses, as well as risk management, finance and other critical support functions.

Chances are even if you aren't familiar with the AMB Group, you're familiar with their work: it is the investment management and support services arm of Home Depot founder Arthur Blank's for - profit businesses, such as the Atlanta Falcons, PGA TOUR Superstore, and Atlanta United FC, among others.

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

Strong economies and societies around the world help fuel the growth of our business, while integrity, trust and responsibility are essential to our continued success as a premier global investment management organization.

As a premier global investment management organization, we know that our business is dependent upon having a high performing, committed workforce.

As an intern at Franklin Templeton, you will get the chance to enhance your academic pursuits and take a deep dive into our business — gaining exposure to the investment management industry.

They joke about not knowing the business as much as making an investment in the quality of the management.

As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense ®.

I know that for me, as a first time founder, the many upsides (mentorship, a cadence to the business, outside perspective, pattern recognition, real investor buy - in) would have outweighed the downsides (loss of control, investment of time in board management).

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Mr. Aguilar also served as the head of quantitative research for Lehman Brothers» alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankinvestment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankmanagement business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and BankInvestment Management and BankManagement and Bankers Trust.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.

Finally, we believe that management's significant investments in new businesses, such as online - to - offline services (e.g., food delivery, ride sharing, etc.), are masking the strength of the core search business, which continues to grow at a healthy rate and generates significant profits.

For more than 40 years, Harris Associates has practiced consistent investment principles: as value investors, we seek out significantly underpriced companies that have strong business fundamentals and proven, shareholder - oriented management teams.

The general partner is an entity through which the fund managers make management, disposition and other decisions related to the fund's investments and business affairs, and the limited partners are passive investors, such as pension funds, foundations, insurance companies and high net worth individuals.

About half of its business comes from classic banking, the rest is generated from growth vectors such as wealth management and investment banking.

Prior to entering the investment banking business, John held key management positions in public companies of various industries such as manufacturing, business services, and retail.

He is also an expert in development, project / construction management, investment analysis and acquisitions / dispositions, as well as business development and client relations.

In 1995 I started Daruma with zero assets under management, but with a clear goal: to build an investment firm where the business of money management would never interfere with my calling as a portfolio manager.

To additionally safeguard their investments, VC firms take an active role in the businesses they invest in, typically supplying a board member and involving themselves in all important management decisions, including exercising veto rights over issues such as the sale of the company, additional financing, major business expenditures, etc..

«This should have the effect of forcing strategic activities around data management with services firms who use the data and encouraging marketers to accelerate investments in «owned» activities (including business transformation and brand experiences) in lieu of lower margin «paid» media activities, such as traditional media buying,» he wrote.

Mr. Cohen also teaches finance and entrepreneurship in the MBA program at Harvard Business School, as well as Investments at the MIT Sloan School of Management.

«Buying a company below its historic average or intrinsic value (as that is how low quality businesses will often be valued when they are close to the nadir of their capital cycle) is a good starting point for any investment and has a track record of producing excess long - term returns» Marathon Asset Management

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Pax and Ellevate came together to form Pax Ellevate Management because they share the same vision about the critical role that gender diversity plays in business success over time, as well as the investment opportunity associated with investing in women.

The Shares do not represent a traditional investment and should not be viewed as similar to «shares» of a corporation operating a business enterprise with management and a board of directors.

The organization combines Amanda's life - long commitment to serving others with the management expertise gained during her 20 + year career as a senior officer in the institutional investment business.

The report finds makes a list of recommendations for business, industry, professional bodies and government, namely: Construction businesses · Focus on better human resource management · Introduce and / or expand mentoring schemes · Boost investment in training · Develop talent from the trades as potential managers and professionals · Engage with the community and local education establishments Industry · Rally around social mobility as a collective theme · Promote better human resource management and support the effort of businesses · Promote and develop the UK as an international hub of construction excellence · Support diversity and schemes that widen access to management and the professions · Emphasise and spread understanding of the built environment's impact on social mobility Professional bodies and institutions · Drive the aspirations of Professions for Good for promoting social mobility and diversity · Support wider access to the professions and support those from less - privileged backgrounds · Promote and develop the UK as an international hub of construction excellence · Emphasise and spread understanding of the built environment's impact on social mobility · Provide greater routes for degree - level learning among those working within construction Government · Produce with urgency a plan to boost the UK as an international hub of construction excellence, as a core part of the Industrial Strategy · Provide greater funding to support the travel costs of apprentices · Support wider access to the professions and support those from less - privileged backgrounds · Place greater weight in project appraisal on the impact the built environment has on social mobility The report is being formally launched at an event in the House of Commons later today.

Cliff Asness, co-founder and chief investment officer of AQR Capital Management, issued a torrent of Tweets decrying Cuomo's proposed income tax on hedge fund managers as «a 19 percent surcharge on investment businesses» and the governor as a «flat out lying demagogue without even the rhetoric talent of his father.»

If you're considering this point when you are in the market for a training management platform, it's important to note that not only will you get monetary returns on your investment, you can also increase efficiency and productivity within your business as well, which should eventually lead to increased revenue as well in the long run!

The namesake and chairman of The George Lucas Educational Foundation discusses his vision of Edutopia at Dreamforce, the annual conference for customers of the customer - relationship - management company salesforce.com, as part of the event's increased focus on education reform and the need for greater business investment to achieve that goal.

Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.

Actual results could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of legal proceedings and claims, fulfillment and data center optimization, risks of inventory management, seasonality, the degree to which the Company enters into, maintains and develops commercial agreements, acquisitions and strategic transactions, and risks of fulfillment throughput and productivity.

Peltz's investment arm, Trian Fund Management LP, owns large stakes in a variety of major American businesses including upscale jeweler Tiffany's & Co., food company H.J. Heinz Co. and fast - food chain Wendy's / Arby's Group Inc., of which Peltz serves as chairman.

In the last two weeks two mainstays of the British and global business press — The Economist and the Financial Times have argued strongly that indexing as an investment approach will overtake active management.

Passive income: For tax purposes, income from direct investments in a business venture by an investor who does not actively participate in management, such as income from limited partnerships.

Covestor Ltd is an investment adviser registered with the Securities and Exchange Commission, doing business as Interactive Brokers Asset Management («IB Asset Management»).

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociaManagement, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociamanagement, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian mamanagement and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian mamanagement advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian mainvestment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maInvestment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

However, his own investment experience has led him to adopt the approaches of other investment pioneers, as well, in particular Philip Fisher's focus on the importance of a business's growth prospects and management.

Daily access to information concerning the Fund's portfolio holdings also is permitted (i) to certain personnel of those service providers that are involved in portfolio management and providing administrative, operational, risk management, or other support to portfolio management, including affiliated broker - dealers and / or Authorized Participants, and (ii) to other personnel of the Advisor, Sub-Advisor, and other service providers, such as the Administrator, and fund accountant, who deal directly with, or assist in, functions related to investment management, administration, custody and fund accounting, as may be necessary to conduct business in the ordinary course in a manner consistent with agreements with the Fund and / or the terms of the Fund's current registration statement.