Sentences with phrase «managed by an investment»

NEW YORK, December 28, 2017 — OnDeck ® (NYSE: ONDK), the leader in online lending for small business, announced today that a fund managed by an investment advisor subsidiary of BlackRock has joined OnDeck's platform of financing partners as another committed source of capital to fund small business loan growth.

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

Chiesi Ventures is managed by an Investment Committee reflecting the strategic collaboration between Chiesi and Pappas Capital and where Chiesi has majority.

It's a collection of assets that usually is managed by an investment manager or fund manager who makes investment decisions for the fund.

When you buy a variable annuity contract, your money is invested in funds — similar to mutual funds — that are managed by investment professionals.

Because employer - sponsored retirement plans like 401 (k) s are directly managed by an investment trustee, you can not put the assets under the control of the robo advisor.

The fund will be managed by an investment firm, overseen by the state.

The plan assets are professionally managed by the investment company and typically invested based on the anticipated year the funds will be needed for higher education expenses.

Mutual funds are pools of money managed by an investment company.

The investment portfolios of a closed - end fund are managed by investment advisers that are generally separate entities.

A closed - end fund is also actively managed by investment advisers that are separate entities from the fund.

By contrast, mutual funds are actively managed by investment managers, who ultimately decide what to invest in.

A mutual fund is a collection of stocks, bonds, and other securities that is purchased and professionally managed by an investment company with the capital from a group of investors.

Unlike regular stocks, closed - end fund stock represents an interest in a specialized portfolio of securities that is actively managed by an investment advisor, and typically concentrates on a specific industry, geographic market or sector.

They'll also point out that the pool of money is managed by an investment professional.

The Fund's portfolio is managed by an investment team comprised of J. Ellwood Towle, CEO, Christopher Towle, Peter Lewis, James Shields and Wesley Tibbetts.

Venture capital corporation's established by unions, managed by investment managers subject to government regulations

It is a certain type of an account that is very much alike with a traditional and ordinary bank account and is directed to hold securities and cash, and it is managed by an investment dealer.

Mutual funds are managed by investment professionals.

A trust fund, managed by an investment manager who invests in a range of properties, including residential, industrial, office buildings, shopping centres, hotels and other specialist properties.

[Two fee issues to monitor: i) Capitalizing (& amortizing) IPO expenses as a balance sheet «asset» is a nice gimmick for investment managers to collect additional fees — however, it's far less prevalent these days & actually may not even be permissible any longer, and ii) if the company invests in JVs which are also managed by the investment manager (or a related party), shareholders should ensure two layers of fees aren't imposed].

The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab - affiliated advisors outside of the SPC, SMP, SIA and Connection services.

The Connection service includes only accounts managed by investment advisors affiliated with Schwab: Windhaven Investment Management, Inc., ThomasPartners, Inc., and Charles Schwab Investment Management, Inc..

Also refers to a fund managed by an investment adviser for a single plan.

Professional Management — Most funds are managed by investment advisers who are registered with the SEC.

In any single transaction in which purchases and / or sales of securities of any issuer for the account of a fund are aggregated with other accounts managed by the investment adviser, the actual prices applicable to the transaction will be averaged among the accounts for which the transaction is effected, including the account of the fund.

They would also provide for the preparation of financial statements in relation to amounts managed by the Investment Board in relation to the additional contributions and increased benefits.

The fund raising was managed by investment firm Advanced Equities, and Advanced Equities made close to $ 5.5 million in sales compensation off of the round, according to the filing.

Not exact matches

The new initiative will be led by Todd Combs, an investment officer of Berkshire Hathaway; Marvelle Sullivan Berchtold, a managing director of JPMorgan Chase; and Beth Galetti, a senior vice president at Amazon.

The fossil fuel divestment campaign began on university campuses in 2011 but the new report reveals that concerns over investments in coal, oil and gas have now entered the financial mainstream, with more than 80 % of the funds now committed to divest being managed by commercial investment and pension funds.

This hedge fund is managed by Capstone Investment Advisors.

The company is backed by Robert Ellin, a managing member of Trinad Advisors (50 %), Sandor Capital (8.8 %), and Primary Investments (6.1 %).

• Quantum Partners, a private investment fund managed by Soros Fund Management, acquired Violin Memory, a Santa Clara, Calif. - based memory - based storage systems developer.

«Your investment return is entirely driven by how management creates a transaction, how much leverage is used, who is sent in to manage that company, how long they keep the company and more,» says Dupont.

With geographically diverse investment committees easily able to meet by Skype or Google Hangouts, managing alumni investment teams is a cinch, Collins explains.

Drew Nordlicht, partner and managing director of investment advisory Hightower San Diego, says the tepid GDP growth in the first half of the year has already dampened IT spending by companies of all sizes.

The IPO process itself was managed by three other investment banks.

Sandalwood producer TFS Corporation has confirmed a $ 65 million capital raising to buy - out plantations owned by managed investment schemes.

While the S.E.C. requires companies with more than 499 investors to disclose their financial results to the public, Goldman's proposed special purpose vehicle may be able get around such a rule because it would be managed by Goldman and considered just one investor, even though it could conceivably be pooling investments from thousands of clients.

New rules introduced by AMAC that took effect in July require fund managers to fully disclose their investment risks, review the identities of investors, and set up special accounts to manage capital.

Shared networks are great in practice, but they can also easily lead to less competition and investment if not carefully overseen and managed by authorities.

«The Foundation was lied to by Andrew Caspersen, a managing director at investment bank PJT Partners, regarding a potential investment related to the publicly - announced restructuring of a private equity fund,» the foundation said in a statement.

There is one product that currently gives U.S. investors access to the bitcoin market — the Bitcoin Investment Trust (GBTC), managed by Grayscale Investments.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Sanders could make her investment dollars stretch a lot further if, for instance, she took the amount she has invested in a VALIC annuity — valued at roughly between $ 75,000 and $ 427,000 — and rolled it over into an IRA managed by a low - fee company like Vanguard, says Murrieta, Calif., financial planner Scott Dauenhauer.

The effort is in its early planning stages, the companies said, and the initial formation of the company would be led by Todd Combs, an investment officer of Berkshire Hathaway; Marvelle Sullivan Berchtold, a managing director of J.P. Morgan Chase; and Beth Galetti, a senior vice president at Amazon.

Monsanto will join a Brazilian investment fund with up to 300 million reais ($ 92 million), managed by Microsoft, evaluating ideas for new digital tools to be applied to agricultural production in the country, executives said.

The effort announced today is in its early planning stages, with the initial formation of the company jointly spearheaded by Todd Combs, an investment officer of Berkshire Hathaway; Marvelle Sullivan Berchtold, a Managing Director of JPMorgan Chase; and Beth Galetti, a Senior Vice President at Amazon.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

Bengaluru: Another mutual fund, this time one managed by US - based investment firm Vanguard Group, has marked down the value of shares it holds in India's largest e-commerce firm Flipkart Ltd..