Sentences with phrase «managed fund assets»

It is estimated that almost 20 % of all managed fund assets are based on cap - weighted indices, up from less than 9 % in 1998.
An ASIC report from 2015 calculated local hedge funds managed less than $ 100 billion, or less than 4 per cent of four total managed fund assets.

Not exact matches

-- 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.
By comparison, popular intermediate - term U.S. bond funds managed by PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this year.
Emerging markets - focused bond mutual and ETF funds have only increased their assets by 1.72 percent in 2014, according to data from Morningstar, and manage just $ 86 billion.
Job listings on the company show the firm is hiring for a separately managed fund focusing on crypto assets.
• 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.
He manages the firm's flagship Oakmark Fund, which has $ 19.4 billion in assets.
«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.
This exchange - trade fund is one of the more popular timber ETFs, with more then $ 200 million in total managed assets.
To minimize the impact of fees on your own savings, choose index funds and ETFs over actively managed funds; if you plan to hire a financial adviser, calculate whether you'll save money by paying an hourly fee rather than an annual percentage of your assets.
The firm manages $ 25 billion in assets of venture capitalists, private equity fund managers, chief executives, and entrepreneurs who founded companies that went public or received private equity funding.
Each year, a new crop of students is divided into groups, and each is made responsible for managing a $ 250,000 chunk of the fund's assets under management.
Founder Janet Hanson had recently left her CEO role at Milestone Capital, a hedge fund with $ 2.5 billion in assets, to join Lehman Brothers as a managing director.
SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.
As Ron Lawson, managing director at the U.S. - based Logic Advisors, explains, without easy access to credit, agricultural producers were forced to cash in their assets to secure funds.
Nevertheless, actively managed funds still hold significantly more assets than passive investments: $ 9.7 trillion vs. $ 2.8 trillion in index funds, and $ 2.4 trillion in standard ETFs.
«The sky is not falling, but our market outlook has dimmed,» wrote Vanguard chief economist Joe Davis this week in an outlook provided to investors of the fund company, which manages roughly $ 4.5 trillion in assets.
American mutual funds managed just $ 980 billion, about one - fifteenth of their assets today.
Despite having share prices that move with market prices, these funds can give rise to first - mover advantages for redeeming shareholders and create the potential for destabilizing waves of redemptions and asset fire sales if liquidity buffers and other tools to manage liquidity risk prove insufficient.
But Vanguard's actively managed funds — now accounting for 30 % of its assets — are growing too.
The fund, which in London is led by Singer's son Gordon, manages $ 35 billion in assets, dwarfing European rivals, like TCI Fund Management, with $ 17.5 billion, and Cevian Capital, with assets of more than 13 billion euros ($ 15.6 billifund, which in London is led by Singer's son Gordon, manages $ 35 billion in assets, dwarfing European rivals, like TCI Fund Management, with $ 17.5 billion, and Cevian Capital, with assets of more than 13 billion euros ($ 15.6 billiFund Management, with $ 17.5 billion, and Cevian Capital, with assets of more than 13 billion euros ($ 15.6 billion).
Billionaire investor Ray Dalio is no stranger to success — he's the founder of the world's largest hedge fund, Bridgewater Associates, which manages roughly $ 160 billion in assets.
New York - headquartered Elliott Management Corp was founded by U.S. billionaire Paul Singer and manages two funds with combined assets under management of about $ 35 billion.
And, whether we're talking about hedge funds or mutual funds, private equity or real estate trusts, there is not a single field with more than 5 percent of its assets managed by minority or women - owned firms, according to a recently released Knight Foundation report.
«Companies like Gillette are not really known for buying smaller companies,» explains Mark Godfrey, an analyst who follows the industry for Invesco Funds Group Inc., a Denver investment firm that manages $ 30 billion in assets.
Today, Soros remains chairman of Soros Fund Management, which manages more than $ 25 billion in assets, including stakes in prominent companies like Amazon, Facebook, and Netflix.
About 10 years ago, he announced that he was starting a fund that he claimed would be able to handle $ 100 billion, about 10 % of all assets managed by hedge funds at the time.
The hedge fund industry has managed to hold onto its asset base, but many within it recognize the day of the star manager are likely behind them.
Each fund is professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing.
We are currently forecasting that in the latter parts of 2011, we will have up to 14 properties, be managing a fund upwards of $ 1.25 million, and have assets totaling more than $ 2.1 million.
Having built Gavekal into one of the most widely respected asset managers in Asia, Louis now manages some $ 1.6 billion in funds and strategies on behalf of institutional and high - net - worth clients at Gavekal.
Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..
All three funds are actively managed and utilize transparent, low cost ETFs and index funds to implement their asset allocation.
Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.
Morningstar senior fund analyst Katie Reichart said investors may have been concerned that the conservatively managed company, where stocks represent about 76 percent of assets under management, wasn't taking as much advantage of the market boom as it could.
The Local Asset Management area gives you access to fund related materials managed by the local team.
BlackRock Managed Index Portfolios offer investors access to a diversified and cost - effective multi-asset solution, utilizing both ETFs and index funds (mutual funds designed to match or track the underlying components of a benchmark index) to implement their asset allocation.
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.
On December 15, 2017, OnDeck introduced the BlackRock - managed fund as the Class B lender under OnDeck's existing asset - backed, revolving credit facility with SunTrust Bank.
Prior to joining Cerberus, Mr. Naccarato was a Vice President and Senior Credit Officer at Bank of America Commercial Funding from 1997 to 2000, where he was responsible for managing all aspects of credit relating to a loan portfolio consisting of middle market asset - backed credit facilities.
Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.
They represent content and digital rights management platforms (such as SingularDTV), distributed venture funds (such as the the DAO, for decentralized autonomous organization), and even new platforms to make investing in ICOs and managing digital assets easy (such as ICONOMI).
HSBC Prime Money Market Fund and HSBC US Government Money Market Fund managed by HSBC Global Asset Management (USA), Inc. have been added to the list of reverse repo counterparties, effective February 2.
Elliott Management Corporation manages two multi-strategy hedge funds which combined have more than $ 27 billion of assets under management.
Oppenheimer Institutional Government Money Market Fund, managed by OFI Global Asset Management, Inc., has been added to the list of reverse repo counterparties, effective January 11, 2018.
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.
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