Sentences with phrase «managed assets of»

In some cases, fund managers charge management fees based on the total managed assets of the fund, which includes leverage.

As of the third quarter of 2017 Lincoln National has reported managed assets of $ 246 Billion Dollars.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» money.

Taken together with its affiliates, the company's asset management business has capital commitments and managed assets of approximately $ 12 billion.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

The Los Angeles - based firm manages assets of $ 16.2 billion.

Rodriguez, whose firm manages assets of $ 15 billion, forecast the global financial crisis of 2008 - 09.

Over $ 4 trillion is managed by this distinct set of entities set up to manage the assets of families ranging from the self made to generational and from the low profile and informal to the well publicized and institutionalized.

Companies can use Supernodes in many flexible ways, such as creating their own securities - related infrastructures for situations like raising capital or safely managing the assets of clients.

But under that umbrella, we provide a wide range of services evolved over 30 - plus years managing the assets of wealthy families:

** Italian asset manager Azimut said it had agreed to buy smaller rival Augustus Opus SIM, which specializes in managing assets of wealthy individuals, in a two - step deal.

This will also manage the assets of the Institute for Religious Works.

That said, I am willing to manage any assets of Berky at my bottom rate of 0.1 % / year.

These are companies that get license from SEBI to manage assets of a mutual fund.

AVI was established in 1985 to manage the assets of British Empire Trust plc (British Empire), then a # 6 million London listed investment company.

Asset Value Investors was established in 1985 to manage the assets of British Empire Trust plc (British Empire), then a # 6 million London listed investment company.

For me what would work well is to sub-advise wealth managers because I am good at beating the equity market, but I will continue to manage the assets of small investors for best return.

I had been the mortgage bond manager and risk manager of a unit managing the assets of a medium - to - large life insurer, when the boss left to take another job in the midst of a merger.

The private fixed income team is one of North America's largest, managing assets of more than $ 26 billion *.

The profits of the mutual fund company come from earnings for managing the assets of the fund.

The complaint points out the two main differences between CITs and mutual funds, one of which is that, while ERISA explicitly excludes mutual fund managers from the definition of a fiduciary to the extent they are managing assets of a plan covered by ERISA, the trustees (and any sub-advisers they employ) of CITs are ERISA fiduciaries, according to Department of Labor (DOL) Advisory Opinion 2005 - 09A.

Mortgage bond manager and Risk Manager for Mount Washington Investment Group, which was managing the assets of Fidelity and Guaranty Life.

Not only this, the company has managed to become India's leading stalwart for mutual fund schemes and manages assets of a wide investors» base.

The company serves over 15 lakh customers and manages assets of over Rs. 12000 Crores.

It manages assets of more than 156bn pounds globally.

As an independent qualified custodian, Kingdom Trust enables registered investment advisors (RIAs) to manage the assets of high - net worth individuals — the 1 % in other words.

Angelo Gordon, which manages assets of some $ 20 billion, pursues a handful of other alternative investment strategies beyond real estate.

Not exact matches

«U.S. stocks are probably among the more overvalued companies on a global scale,» says Luc de la Durantaye, managing director of asset allocation and currency management at CIBC Asset Manageasset allocation and currency management at CIBC Asset ManageAsset Management.

-- Chris Mackey, CEO of MackeyRMS, a research management platform for investment professionals that has taken no outside capital / funding with clients on its platform managing over $ 1 trillion in assets

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

• Antares Capital appointed Timothy Lyne as senior managing director and co-head of Sponsor Coverage and Vivek Mathew as head of Asset Management and funding.

Assets under management (in millions, USD): $ 320,717.8 (* Fidelity Investments is also a financial services firm that manages one of the largest mutual fund groups in the world.

Boris Schlossberg, BK Asset Management managing director of foreign exchange strategy, discusses three key market events he is watching for on Thursday.

«In the»80s, only about 30 percent of assets were professionally managed, so professionals could go out against amateurs and basically steal alpha.

Boris Schlossberg, managing director of FX strategy at BK Asset Management, has also grown more bearish on the sector.

«We happen to think the Bank of Canada may not manage to pull off quite as many as the Fed,» says Eric Lascelles, chief economist at RBC Global Asset Management.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

«It's very hard to obviously get depositors to accept negative interest rates for putting their money in there,» said Marc Bushallow, managing director of fixed income at Manning and Napier, which manages $ 35 billion in assets.

And in a joint letter to the SEC, three executives at T. Rowe Price, which is listed on Nasdaq and manages $ 860 billion in assets, said an increase in competition at the end of the trading day would come at a great cost.

Perhaps the paramount principle is a simple recognition that human resources are the most important assets of an organization; a business can not be successful without effectively managing this resource.

«Given (new CEO Christian Sewing's) background in credit risk and commercial banking it could be seen as a signal of a move from investment banking,» Colin McLean, managing director at SVM Asset Management, told CNBC in an email.

«You've been able to find pockets of strength even this year,» says Bruce Cooper, who heads all equity teams at TD Asset Management and manages a global dividend fund.

Sonia Gardner is president, managing partner and co-founder of Avenue Capital Group, a global alternative investment manager with more than $ 10 billion in assets under management.

«I think they're a big buy, because this is not your grandfather's airline,» said Boris Schlossberg, managing director of foreign exchange strategy at BK Asset Management.

This exchange - trade fund is one of the more popular timber ETFs, with more then $ 200 million in total managed assets.