Sentences with phrase «managed equity accounts»

He oversees the active quantitative equity funds and separately managed equity accounts.

Not exact matches

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing and Custody Solutions are subject to different commission schedules.

Capital under management or assets under management refers to the commitments under management for all private equity funds managed by Providence and assets under management for all credit funds and separately managed accounts managed by Providence and its affiliates.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

At Prudential she managed domestic and international equity operations for Prudential's general and institutional client accounts as well as its mutual funds, and Prudential's entry into emerging markets in Europe, Asia, and Latin America.

Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

With more than $ 280 billion under management, CSIM is one of the nation's largest asset management companies, the third - largest provider of retail index funds, and a top 10 provider of exchange - traded funds (ETFs) and money market funds.3 Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

JoAnne was also VP, Investor Relations & Regulatory Affairs for Belvedere Capital, the first private equity firm to become a bank holding company, where she managed multiple complex regulatory relationships, coordinated fundraising, and managed all investor, portfolio company and outsourced legal and accounting relationships, as well as the administrative team.

The firm manages approximately $ 2.9 billion of fixed income as well as equity accounts (using exchange - trade funds only).

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules.

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

In a recent speech, Julie M. Riewe, Co-Chief of the AMU, discussed the AMU's collaboration with other SEC divisions; detailed the AMU's 2015 enforcement priorities with respect to registered investment companies, hedge funds, private equity funds and separately managed accounts; and discussed the AMU's focus on conflicts — their ubiquity, the difficulty or impossibility of eliminating them, the limited extent to which disclosure can cure conflicts, the salience of conflicts when an investment adviser and broker - dealer are affiliated, and related considerations.

Manage and trade your equity investments from a single Saxo account and use your portfolio as collateral for margin trading.

They are based on accounting rules originally designed for debt investors, not equity investors, and are often manipulated by companies to manage earnings.

They addressed questions including what criteria they used to identify key practices from across the vast scope of teaching practice; how they manage the interface of general and subject - and grade level - specific aspects of instruction; and how they account for the intersection of equity and diversity issues with the teaching of subject - matter.

We offer both passive index and actively - managed funds spanning equity, fixed - income and real assets through both our family of collective investment funds and customized separately managed accounts.

With our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered account.

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Following are the things that can effect changes on your scores: • Consistent and constant late payments • Increased or reduced credit limits • Higher credit card balances • Higher HELOC (Home Equity Line of Credit) balance • Closing revolving accounts • Recent credit inquiries made In the same way, any new practice you start in managing your credit takes effect and influence your credit scores within 30 to 60 days; due to the lag time between the action you take against the period it takes the creditor to report the action to the agencies who handle credit reports.

Our LongView family of equity index funds and separately managed accounts provide investment results that seek to replicate the performance of the specific index.

In the meantime, investors concerned about a moderate or severe downturn in the equity markets can consider using a separately managed account for a portion of their overall portfolio.

To demonstrate the framework, Idzorek explains, the team first ran a hypothetical plan of 10 participants of different ages through Morningstar's managed account engine to come up with a recommended allocation to equities.

Forex Managed Account is a special account in which owner of the account grants permission to a dedicated trader or traders to trade with their equity to earn Account is a special account in which owner of the account grants permission to a dedicated trader or traders to trade with their equity to earn account in which owner of the account grants permission to a dedicated trader or traders to trade with their equity to earn account grants permission to a dedicated trader or traders to trade with their equity to earn profit.

The same comparison of recommended equity allocation can also be used to evaluate a hybrid QDIA vehicle — one for which a target - date fund (TDF) is used for the younger demographic then participants would move to a managed account at a certain age.

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

He is also responsible for managing a number of Far East Leaders and Indian equity portfolios on behalf of key client segregated accounts.

The Eastern Shore Small Cap Equity strategy is also available to institutional investors in separately managed accounts.

Managing your own account is probably the best way to truly understand what is happening with your equity at any given time.

OK, underlying managed AUM growth isn't spectacular — but that's because almost 90 % of AUM's in institutional fixed income (separate account) mandates (the rest is in equities & real estate).

Hopefully, you've managed to build some financial assets, whether that's equity in your home or savings in various accounts, even if you still have debt to pay off.

The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.

Phil is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients.

To manage your portfolio in the most tax - efficient way, you should consider which asset classes (equities, bonds, REITs and so on) are best held in which type of account.

For taxable investors (and the preferred location is to own equities in taxable accounts) there is likely yet another bias in the data that favors actively managed funds.

Similar to an equity line these loans are held in managed accounts pending each renovation completed by licensed contractors.

Forex managed accounts can be compared to traditional investment accounts of equities and bonds, in the way that an investment manager handles the trading logistics.

Lester Canadian Equity Fund was launched so that accounts that can not be managed effectively on a segregated basis due to their small size, may achieve proper equity diversification by owning units of our pooledEquity Fund was launched so that accounts that can not be managed effectively on a segregated basis due to their small size, may achieve proper equity diversification by owning units of our pooledequity diversification by owning units of our pooled fund.

A simple example of our broken system is that advisors almost always charge a higher fee on equities held in a managed account than bonds.

Carol D. Winslow, what should the investors whose capital you manage at Channel Medical Partners LP conclude about your acumen and values as a business person if you continue to sit passively by while Northstar's management transfers the wealth of its investors into the bank accounts of its executives without creating any positive equity value whatsoever?

VinaCapital also manages the Forum One - VCG Partners Vietnam Fund, one of Vietnam's largest open - ended UCITS - compliant funds, the Vietnam Equity Special Access Fund, numerous segregated accounts, and two domestic funds.

She is responsible for managing both domestic and international equity index portfolios, including a variety of separate accounts, commingled funds, ETFs and alternative beta strategies.

The average allocation to international equities among managed account users is 24 %, compared to only 6 % for non-users.

Michelle has 24 years of investment industry experience, having managed mutual funds and subadvised funds and institutional separate accounts in the Small, Small / Mid (SMID) and All Cap Value Equity disciplines.

Visit Chase home equity services to manage your home equity account.

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Managed the accounting and loan servicing for the European Fund consisting of debt and equity investments in approximately 40 companies.