Sentences with phrase «managing institutional assets»

Not exact matches

Some companies, like Brookfield, also collect fees for managing assets shared with institutional partners.

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.

(I have a relationship with Betterment Institutional, so that's where I manage my clients» assets).

Prior to joining RGE, Ms. Sanchez spent four years as an institutional asset manager, serving at the California Endowment, a US$ 3 billion Los Angeles - based foundation, as managing director of public investments and at the Ford Foundation, a US$ 10 billion New York - based foundation, as director of public investments.

Burgess pays 0.25 percent of assets managed to Betterment Institutional, the robo - advisor platform he uses.

Institutional investors managing more than $ 360 billion in assets have already voiced support for the working group's proposals.

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.

Franklin Templeton Investments is one of the world's largest asset management groups managing assets on behalf of over 24 million private, professional and institutional investors.

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.

Established in 2003, Edinburgh Partners manages over $ 12 billion in assets for institutional and individual clients.

Top institutional investors include CIBC Asset Management Inc (1.25 %), Sumitomo Mitsui Trust Holdings Inc. (0.25 %), Greystone Managed Investments Inc. (0.19 %), New South Capital Management Inc. (0.18 %), Check Capital Management Inc..

That opportunity is to attract or retain the business of public pension funds and union related funds (which control approximately $ 3 trillion in assets), the institutional leaders in the shareholder empowerment movement, which are shifting their portfolios away from high cost, actively managed mutual funds and hedge funds to low cost indexed funds, the kind of funds that the top 10 largest mutual fund advisors dominate in terms of market share.

PNC's Corporate & Institutional Banking group provides insight into maximizing cash flow, raising capital, mitigating risk, growing internationally and managing assets along with the latest economic reports.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

Sara Shores, Managing Director, is the Head of Strategy for BlackRock's Factor - Based Investments, driving the strategy innovation and thought leadership for smart beta across all asset classes for institutional, retail and iShares clients.

Our coalition of over 300 global institutional investors currently represents more than $ 400 billion in managed assets.

As the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investments.

About Glass, Lewis & Co., LLC Glass, Lewis & Co., LLC is a leading independent governance services and investment research firm, serving institutional investors worldwide that collectively manage more than $ 15 trillion in assets.

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

In Québec, assets managed by institutional investors focused on financing social businesses totaled $ 1.4 billion in 2013, an increase of 39 per cent compared to 2010.

The requests were filed by religious groups linked to the Interfaith Center on Corporate Responsibility, which includes 300 institutional investors that manage $ 400 billion in assets, according to Bloomberg.

Kingdom Trust, an independent qualified custodian, manages digital assets for their institutional clients for a variety of financial products.

Mr. Drake's family office manages & co-invests in alternative assets with the top 30 family offices out of his 5000 family office & institutional investor reach.

SIFMA represent the broker - dealers, banks and asset managers whose 889,000 employees provide access to the capital markets, raising over $ 2.4 trillion for businesses and municipalities in the U.S., serving clients with over $ 16 trillion in assets and managing more than $ 62 trillion in assets for individual and institutional clients including mutual funds and retirement plans.

The number of independent and affiliated robo - advisors has been rising, along with the assets they manage, and the percentage of mutual fund assets with loads or 12b - 1 fees has been declining and the percentage of lower cost institutional shares and ETF shares have risen.

U.S. institutional tax - exempt assets overall rose 7.5 % to $ 15.2 trillion, while internally managed U.S. institutional tax - exempt assets rose $ 7.7 % to $ 13.69 trillion.

- Administering the New York State and Local Retirement System for public employees, with more than one million members, retirees and beneficiaries and more than 3,000 employers; - Acting as sole trustee of the $ 129 billion Common Retirement Fund, one of the largest institutional investors in the world; - Maintaining the State's accounting system and administering the State's $ 12.6 billion payroll; - Issuing reports on State finances; - Managing the State's assets and issuing debt; - Reviewing State contracts and payments before they are issued; - Conducting audits of State agencies and public benefit corporations; - Overseeing the fiscal affairs of local governments, including New York City; - Overseeing the Justice Court Fund and the Oil Spill Fund Acting as custodian of more than $ 9 billion in abandoned property and restoring unclaimed funds to their rightful owners;

The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions.

According to Morningstar, the average annual redemption rate for retail assets is 30 % and institutional assets, which are managed by committee, have an even lower annual redemption rate.

About 70 percent of mutual fund assets are now invested in actively managed funds, although for institutional investors (pension plans and endowments, for instance) that figure is likely now below 60 percent.

The top three investment products that contribute to Eaton Vance assets are institutional accounts (about 40 % of total assets), open - end funds (30 %) and retail managed accounts (10 %).

Collectively they manage 575 mutual funds, over half of those institutional, and $ 2.1 trillion in assets.

Randy managed quantitative portfolios at the Ontario Teachers» Pension Plan and institutional assets at Orchard Asset Management.

Franklin Templeton currently manages global equities, emerging markets and fixed income assets for Malaysia - based institutional clients.

Respondents included 33 asset managers that actively manage money for institutional funds, 12 institutional funds, including corporate pensions, public pensions, foundations, and endowments, and five insurance companies.

The firm has grown to manage a diversified asset base that includes retail, hedge fund, sub-advisory and institutional accounts.

Sun Life Institutional Investments (Canada) Inc. specializes in managing private asset class pooled funds and liability driven investing strategies for defined benefit pension plans and other institutional investors in Canada through its affiliation with Sun Life Assurance CompaInstitutional Investments (Canada) Inc. specializes in managing private asset class pooled funds and liability driven investing strategies for defined benefit pension plans and other institutional investors in Canada through its affiliation with Sun Life Assurance Compainstitutional investors in Canada through its affiliation with Sun Life Assurance Company of Canada.

Eugene Lundrigan to take on additional accountabilities as President, Sun Life Institutional Investments (Canada) Inc. while continuing to head up business strategy for the global asset manager; Heather Wolfe joins team as Senior Managing Director, Head of Business Development and Client Relationships.

«The ability to know the funded status of our clients» plans on a daily basis will be ever more important as we move into a rising interest rate environment,» says Tom Hooley, managing director of Institutional Asset Advisors at Wells Fargo Institutional Retirement and Trust.

Dimensional is owned primarily by employees and directors, and manages assets for institutional investors and the clients of registered financial advisors.

The $ 910 billion Boston - based institutional investment consultant is working with the global asset manager to identify new NextShares ™ exchange - traded managed fund (NextShares) sub-advisers.

18 Asset manages «long - only» Canadian Equity portfolios (no derivatives, leverage or short selling) for Institutional and Private Clients.

He manages inflation hedge and unconstrained active asset allocation portfolios for mutual fund sponsors and institutional clients around the world and researches long - term structural investment themes.

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.

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401 (k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.

This blog series takes Swensen's axiom on taxes and considers the ramifications for Australia's institutional investors, as agents, in managing financial assets on behalf of their principals.

Baird Equity Asset Management also manages a variety of equity mutual funds, making our specialized expertise and considerable experience available to an even broader array of individual and institutional investors.

The company manages assets for institutional clients and retail investors worldwide with $ 681 billion in assets under management as of September 30, 2016.

«The DRP strategy brings our strengths in managing underlying fixed income assets with overlay and quantitative analysis to provide a unique solution to institutional investors.»

A portfolio manager in Fidelity's Fixed Income Division, Chan is responsible for managing stable value assets in institutional separate accounts and investment pools.