Sentences with phrase «managed by an investment company»

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.

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.

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.

Not exact matches

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

«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.

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.

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.

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.

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.

And commentators remain judgmental to this day: for example, almost all the»96 roundups skipped offerings that came to market without the backing of investment bankers, although at least one issue managed by a company CEO thrashed the underwritten crowd.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Client engagements are managed exclusively by experienced senior investment bankers, allowing business owners to capture maximum value for their companies and to exceed shareholder objectives.

Chicago — June 24, 2011; City Capital Advisors, a results - oriented investment banking firm serving the middle market, announced today that it advised the owners of Zenith Cutter Co. in the sale of the company to the Fisher Barton Group, a transaction led by Tim Coleman and Matt Phillips, both City Capital Managing Directors.

The criteria used to select which companies are included in the case studies was not financial performance based and nothing presented herein is intended to constitute investment advice and under no circumstances should any information provided herein be used or considered as an offer to sell or a solicitation of an offer to buy an interest in any investment fund managed by Sapphire Ventures.

Several of my favorite mutual funds offered by companies such as Third Avenue and Tweedy Browne (full disclosure: my family and I have investments with these firms) already offer private accounts (separately managed accounts) for high net worth individuals and mutual funds for the masses that invest extensively throughout the world.

Alliance Office Strategies, Inc. is an executive suite management company that focuses on assisting property owners achieve maximum value for their real estate investments by turning around empty space into executive suite properties, as well as by managing the executive suites.

The company is externally managed and advised by MTGE Management LLC, an affiliate of AGNC Investment Corp..

M360 Advisors («M360») is a U.S. - based investment management company that manages diversified portfolios of senior debt investments secured by first - priority liens on income - producing commercial real estate throughout the United States.

The financing was provided by FS Investment Corporation, FS Investment Corporation II (FISCII) and FS Investment Corporation III (FISCIII), business development companies managed by affiliates of Franklin Square and sub-advised by GSO / Blackstone Debt Funds Management, an affiliate of GSO Capital Partners.

At Fidelity, our managed account strategies are managed by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company.

According to filings with the US Securities and Exchange Commission (SEC), the mutual fund managed by Fidelity Investments lowered the value of Flipkart shares it owns by 3.2 % and Valic marked down the value of its investment in the company by 11.3 %.

Prior to joining Oberon in 2016, Chris was employed by Deloitte and Touche LLC, served as the CFO of a large, privately held electronics manufacturer, and was a Managing Director of Kildare Capital, an investment bank, where he focused on financings for middle - market companies.

The company also is a recipient of funding from the Mid-America Angels investment group, managed by the Enterprise Center of Johnson County.

Led by Scale Venture Partners, investment will accelerate growth of transparent managed security provider HERNDON, Va. --(BUSINESS WIRE)-- Expel (https://expel.io), the company that replaces what organizations spend on managed security service providers (MSSPs),...

Managed by Yaletown Partners, Accelerate Fund II will continue to haven The A100 act as the operators of its industry committee.The investment focus for Accelerate Fund II will be on Alberta based companies and will look to invest in the growing emerging pool of excellent early - stage tech companies here.

The Company invests in private equity, private debt, private real estate investments, early and late - stage technology investments, special situation investments, alternative asset funds managed by the Company and structured finance investments.»

According to the Investment Company Institute, over the past decade, the average expense ratio of actively managed equity funds has declined 21 basis points.2 With participant protection front and center from a regulatory perspective, there is a lot more riding on the investment decisions made by plan fiInvestment Company Institute, over the past decade, the average expense ratio of actively managed equity funds has declined 21 basis points.2 With participant protection front and center from a regulatory perspective, there is a lot more riding on the investment decisions made by plan fiinvestment decisions made by plan fiduciaries.

Fund companies employ teams of portfolio managers, analysts, fund accountants, compliance and risk monitoring personnel, and many other individuals who are in charge of managing the investment strategies that are offered by the fund company.

Important Disclosure: Separately managed accounts are provided by Lattice Strategies LLC, an SEC registered investment adviser and a wholly owned subsidiary of Hartford Funds Management Company, LLC («Hartford Funds»), and are separate and distinct products from the Lattice ETFs.

ARKW is an actively managed ETF that seeks long - term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's investment theme of Web x. 0.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

The firm was established in 2014 by Dr. Ed Bosarge to organize and manage investments in potentially game - changing bio-technology and healthcare companies focused on regenerative medicine, anti-aging and immunotherapy.

Roger is currently a board member at Friendster and was a board observer at Neoteris prior to its acquisition by NetScreen... Most recently, he was a co-founder of Corio... Also the co-founder and President of NetMarket... Roger graduated with distinction from Yale University with a BA in Political Science... Battery Ventures is focused on investing in technology companies at all stages of growth... Team of over 25 experienced investment professionals... Guides companies to category dominance... Manages over $ 1.6 billion in committed capital.

Grendall Investment is managed by Max Polyakov, co-founder of Cupid, who also holds a 15 % stake in the company.

San Mateo, CA, March 18, 2013 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., announced today a dividend of $ 0.073 per share, payable April 15, 2013, to shareholders of record on March 28, 2013 (Ex-Dividend Date: March 26, 2013).

We publish investment advice through The Successful Investor Inc., and we manage investor portfolios through Successful Investor Wealth Management Inc. (These two companies are affiliated by common ownership; I own both but set them up as separate companies for regulatory purposes.)

San Mateo, CA, August 3, 2012 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., today reported its portfolio composition, certain portfolio characteristics and NYSE MKT closing price as of June 30, 2012.

San Mateo, CA, July 2, 2012 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., today reported its portfolio composition, certain portfolio characteristics and NYSE MKT closing price as of May 31, 2012.

Similar to the charges assessed by mutual fund companies for managing mutual funds, these fees are imposed at the fund level and pay the investment firm for the fund manager's expertise and other expenses.

The firm is owned by its employees and, as of September 2014, managed $ 5 billion for institutions, retirement plans, insurance companies, foundations, endowments, high - net - worth individuals, investment companies, corporations, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal governments, and limited partnerships.

San Mateo, CA, November 7, 2013 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., today reported its portfolio composition, certain portfolio characteristics and NYSE MKT closing price as of September 30, 2013.

San Mateo, CA, February 14, 2013 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., announced today a dividend of $ 0.083 per share, payable March 15, 2013, to shareholders of record on February 28, 2013 (Ex-Dividend Date: February 26, 2013).

These funds are managed by Asset Management Companies who pool the investment money across stocks, bonds, and other securities.

San Mateo, CA, January 7, 2013 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., today reported its portfolio composition, certain portfolio characteristics and NYSE MKT closing price as of November 30, 2012.

San Mateo, CA, February 6, 2013 — Franklin Templeton Limited Duration Income Trust [NYSE MKT: FTF], a closed - end investment company managed by Franklin Advisers, Inc., today reported its portfolio composition, certain portfolio characteristics and NYSE MKT closing price as of December 31, 2012.

The Fidelity ® High Income Fund (SPHIX) is an actively managed mutual fund issued by Fidelity Investments and advised by Fidelity Management & Research Company.

The fund will be managed by Delaware Investments, Granite Investment Partners, The London Company of Virginia, and Polen Capital Management.

But the actual investment of the plan contributions are managed by a group of investment companies, such as mutual fund brokerages (Vanguard, Fidelity, and ShareBuilder are a few), that the plan administrator has contracted with.