Sentences with phrase «majority of my investable assets»

For myself, I invest in all seven of our funds, but my investments in the three I manage (Oakmark, Oakmark Select, Oakmark Global Select) constitute the overwhelming majority of my investable assets.

Not exact matches

Getting more women involved in early - stage investing is imperative to our innovation economy because women will control the majority of U.S. investable assets by 2030.

Still, a majority of advisors (64 %) indicated in the Natixis survey that they are apt to employ alternative investment strategies for mass - market clients with $ 200,000 to $ 300,000 in investable assets.

«The majority of people with investable assets have some sort of investment adviser, which is good and probably as it should be,» Hamza said.

BRWM works only with individuals and institutions who have over # 1 million in investable assets, yet the company seems eager to get its message out to the UK public, even though the vast majority of the film's audience will never become clients.

A majority, 86 %, expect their savings to generate income and even grow in retirement, according to the survey of 1,035 Americans adults age 50 and older with at least $ 100,000 in investable assets.

This is particularly true for large investors such as the Principal CITs (which at all relevant times had over $ 2 billion invested in index fund investments), that can leverage their billions in investable assets to negotiate lower fees than what is available to the vast majority of investors.