Sentences with phrase «managing single assets»

We assist investors and owners in effectively managing single assets or diversified portfolios, creating and executing long - and short - term strategic plans that maximize value.

Not exact matches

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.

Active management in ETFs would be more accurately stated as the movement of portfolio assets around in the space, and not staying in a single, actively managed ETF, Hougan asserted.

Many local families are now returning with interest to the prospect of setting up their own single family office or otherwise more proactively managing and organizing their family wealth and assets.

Risk and position management Managing positions and risks across an extensive asset base in a single, end - to - end system with automated event management and real - time pricing and analytics.

Managing positions and risks across an extensive asset base in a single, end - to - end system with automated event management and real - time pricing and analytics.

Single asset class investment pools, both index and actively managed, that can be combined by donors who want to recommend a more customized investment strategy.

1) Interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $ 1 billion in assets for exceptionally wealthy families.

Single - family offices hold about $ 1.2 trillion in assets and multi-family ones manage about $ 500 billion, according to Bob Casey, senior managing director for research at consulting firm Family Wealth Alliance.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Should we think of our likely largest single investment as a sort of business and manage this asset to get more out of it financially than tax deductions?

Cerulli found that MFA programs have become the single greatest source of new asset flows through managed accounts for asset managers.

Janus Unconstrained Bond (JUCAX) On October 6, Bill Gross, The Bond King, completes the transition from running 34 funds and $ 1.8 trillion in assets to managing a single $ 13 million portfolio.

As you can see, the average dollar invested in actively managed funds trailed the comparable ETFs in every single asset class in 2011.

Why LightArrow is Top in Family Technology: With LifeTopix, you can use a single app to manage your calendar, contacts, to - do lists, track your assets, and more.

While most popular trend following programs take a multi-asset approach (e.g. managed futures programs), we believe that single - asset strategies can play a meaningful role in investor portfolios.

For example if your retirement plan has a well - regarded, actively - managed, well - diversified balanced fund and a collection of single - asset - class index funds, I'd take the actively - managed diversified fund rather than messing with a collection of index funds.

Monitor every single client portfolio we manage on a daily basis for breaches in target asset allocation levels (i.e. rebalancing).

New vehicles have spanned the gamut: actively managed crypto asset hedge funds, futures, single coin investment trusts, passive index funds, funds of funds and dozens of applications for exchange - traded products.

From CoinPrism there's a new OpenChain Validator Single Node: Single node for development / test issuing and managing digital assets on the OpenChain platform.

Successfully managed annual operating and capital budgets in excess of $ 5 million, hard assets in excess of $ 33 million and capital reserve accounts in excess of $ 13 million never ending a fiscal year in the red; designed and implemented comprehensive plan to shift Town from a single taxpayer comprising more than 90 % of local tax base to equitable taxation assessments town - wide that resulted in stable tax revenues and eliminated economic volatility

Manages Investors, Investments, Operations and much more on a single platform, with powerful and custom analytics reports on demand and access to the information instantaneously makes it the most potent alternative asset management tool for a holistic approach to the bu Frequency about 3 posts per month.

M&M Mars Inc. (Boston, MA / Los Angeles, CA) 9/2003 — 5/2005 Region Sales Manager • Oversaw all aspects of both the Massachusetts and Los Angeles sales territory for the Mars Inc. brand Flavia, a gourmet, single cup office coffee system • Held responsibility for managing five independent distributor partners, five outside sales representatives, and two customer service representatives, ensuring client service, brand development, market penetration, and profit growth • Led the territory from inception in September of 2003 to $ 3.5 million territory for the calendar year 2005, utilizing a sales team that finished 2004 at 21 % over target and 36 % over target in 2005 • Earned award for territory profitability — based on return on total assets — in 2004, also achieving the ranking of the top territory nationwide based on sales growth and cost reduction

At the time, the two person company owned and managed two assets — a single family home and a duplex.

Whether you manage a single real estate asset or a large portfolio, you are continually balancing risk and return.

NKF Capital Markets» Self Storage Group supports private and institutional clients in effectively managing entire deal life cycles through every contingency of a transaction — whether the requirement involves a single asset or an entire portfolio.