Sentences with phrase «managed on behalf of individual»

As of the end of 2016, about 88 % of that was managed on behalf of institutional clients (corporations, labor unions, pension funds, and the like), while approximately 12 % was managed on behalf of individual clients, which are principally family offices and high - net - worth individuals.

Not exact matches

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.

As of March 31, 2018, MFS manages US $ 482.2 billion in assets on behalf of individual and institutional investors worldwide.

Donor - advised funds, which public charities manage on behalf of organizations, families, or individuals

The Company raises, invests and manages funds on behalf of pension, endowment and sovereign wealth funds, as well as other institutional and individual investors.

(a) Whenever the Attorney General receives a complaint in writing signed by an individual to the effect that he is being deprived of or threatened with the loss of his right to the equal protection of the laws, on account of his race, color, religion, or national origin, by being denied equal utilization of any public facility which is owned, operated, or managed by or on behalf of any State or subdivision thereof, other than a public school or public college as defined in section 401 of title IV hereof, and the Attorney General believes the complaint is meritorious and certifies that the signer or signers of such complaint are unable, in his judgment, to initiate and maintain appropriate legal proceedings for relief and that the institution of an action will materially further the orderly progress of desegregation in public facilities, the Attorney General is authorized to institute for or in the name of the United States a civil action in any appropriate district court of the United States against such parties and for such relief as may be appropriate, and such court shall have and shall exercise jurisdiction of proceedings instituted pursuant to this section.

Aston Martin Racing Managing Director, John Gaw, said: «On behalf of all of us at Aston Martin Racing, I would like to extend our deepest sympathies and condolences to the individuals, and families whose friends or loved ones were involved in today's terrible tragedy.»

If you are bold, you can invest in individual stocks instead of a fund, which is a bucket of stocks managed on your behalf.

Some Real Estate Investment Groups buy land, develop large housing complexes and manage them collectively for rental income or for value appreciation on behalf of individual investors.

Franklin Templeton Investments is a leader in retirement investing, managing over $ 200 billion2 in retirement assets on behalf of individuals, small businesses and institutions.

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.

As the firm's managing partner, Matthew heads a law firm of four attorneys that handle first and third party insurance claims on behalf of Florida consumers who have suffered physical injuries due to the negligence exhibited by an individual or corporation.

Other key figures include Ben Lowans, who handles investment negligence cases on behalf of high - net - worth individuals, in addition to acting for lenders in high - value disputes; Bill Gilliam, who acts for commercial clients; Joe Wilkinson, whose construction litigation expertise makes him a natural choice for professional negligence cases in that area; and managing associate Lee O'Sullivan, who attracts praise for his «redoubtable defence of valuer claims».

As a result of the Firm's experience and its history in complex litigation and class action litigation, Berger & Montague ranks among the country's preeminent firms for managing and trying complex commodities and options related cases on behalf of individuals and as class actions.

Then naming the trust instead of the individual as beneficiary is best because you can specify exactly when and how much they can receive, and the trustee can manage it for you on your behalf.

Group plans are also designed for easy administration by a group leader who can manage sign - ups and changes on behalf of each individual.

We manage a range of mixed asset, bond and equity funds on behalf of both private individuals and institutions.

Director of Human Resources / HR Consultant — Professional Duties & Responsibilities Oversee the planning, direction, and management of all HR - related activities including staff recruiting, candidate tracking, personnel screening and testing, and hiring processes in accordance with Affirmative Action and Equal Opportunity Employment regulations Support senior management to develop and maintain personnel policy and ensure compliance with all standards, authoring and implementing new policies and procedures as needed along with creating HR procedure manual Serve as lead analyst for compensation reviews, performance and pay - scale benchmarking, market studies, and salary structure decisions, also creating organizational / staff planning charts for all departments and all positions Create and deliver firm - wide staff new - hire orientation, training and development programs, and performance evaluations utilizing a competency - based appraisal system which leads to focused training and development programs based on common and individual areas of performance deficiency Manage all aspects of workers compensation and unemployment claims on behalf of employer, attending hearings and participating actively in all related meetings Hold responsibility for all benefit negotiations, administration, and plan reviews, promoting compliance with and effective execution of IRS / DOL regulations, ERISA, HIPPA, and all audit - related processes Implement and sustain safety programs while performing regular safety - policy trend analyses to identify critical issues, developing corrective action plans to ensure compliance with applicable safety, health, and environmental regulations including OSHA and other applicable laws Consult with management regarding employee - and labor - related issues to resolve conflicts in a professional manner, conducting grievance hearings and negotiation agreements with worker representatives within the provisions of any applicable contract Provide relevant guidance and administration to the development of human resources site on firm intranet, housing online - employment forms, manager resources, job postings, and HR - related forms and documents Develop valuable staff relationships to improve workplace morale as well as maintain positive business relationships with all related brokers and vendors

Ray is not being asked to manage individual rental units, but to provide management to the complex on behalf of the cooperative itself, in a manner akin to strata management.

9 - 3 (1) Subject to this section, the Act and these rules do not apply to an individual licensed as a managing broker, associate broker or representative who is a strata lot owner in relation to strata management services provided to or on behalf of the strata corporation of which the licensee is a member by reason of being a strata lot owner, if all the following conditions are met:

Prescott Capital invests on behalf of high - net - worth individuals who emphasize cash flow as much as, or more than, price appreciation, says Susan Stupin, a managing director at Prescott Capital.

Managing brokers who allow unlicensed individuals to perform activities that require licensing on behalf of the brokerage may find themselves subject to disciplinary action by the Council.