Sentences with phrase «managing the assets in»

In this way, they are able to manage the assets in the best interest of the beneficiary.

While at White Oak, Steven built and led a team to manage assets in excess of $ 3.5 billion, and oversaw 65 companies from around the world.

While at White Oak, Steven built and led a team to manage assets in excess of $ 3.5 billion More...

He served for many years on the Investment Committee of the Pension Board for the United Church of Canada, a successful pension plan managing assets in excess of $ 1.3 billion.

Mr. Moysiuk has served for many years on the Investment Committee of the Pension Board for the United Church of Canada, a successful pension plan managing assets in excess of $ 1.2 billion.

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

DSCPX portfolio managers, George Smith and Chris Pearson, discuss how they manage assets in the small cap space.

At the same time, industry deregulation, market innovation, and increased competition have provided many new and useful mechanisms for individual investors to manage their assets in a far more cost - efficient and tax - efficient manner.

«This planned acquisition adds a unique asset class to our very substantial fixed income business and gives us the opportunity to manage assets in the defined contribution market.

The fund may invest up to 100 % of its managed assets in below - investment grade debt securities (commonly referred to as «high - yield» or «junk» bonds).

At the same time industry deregulation, market innovation, and increased competition have provided many new and useful mechanisms for investors to manage their assets in a much more cost - and tax - efficient manner.

Under the Program, COA, an investment adviser registered with the Securities and Exchange Commission («SEC»), manages the assets in your Account on a discretionary basis in accordance with a model asset allocation portfolio you select.

They don't consider the second - order behavior of parties that are managing assets in areas related to their areas.

When preparing a special needs trust, you need to name someone who will be in charge of managing the assets in the trust.

For some who live there, though, managing assets in this urban location can feel a little like going over the falls in a barrel.

Merrill Lynch, Bradenton • FL 5/2006 — 3/2008 Financial Advisor Evaluated client portfolios and managed assets in order to provide services in areas including, mutual funds, stocks and bonds while utilizing Series 7, 63 and 66.

Manage assets in a supply warehouse net worth 4.6 billion dollars for E-3 AWACS.

You can get a little creative in how you manage your assets in the divorce.

Not exact matches

For $ 10 a month (and for free for anyone with less than $ 10,000 in their accounts), users get help managing their assets.

-- 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.

Activist investors, who now manage some $ 174 billion in assets, have exploded onto the scene, shaking up boards and pushing for share repurchases, company breakups, or outright sales in order to get stock prices higher.

«Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,» Dimon said in a statement.

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.

Last month's slight decline in managed assets at Baltimore - based Legg Mason came as the Standard & Poor's 500, a broad stock index, fell 3.7 percent.

«In the»80s, only about 30 percent of assets were professionally managed, so professionals could go out against amateurs and basically steal alpha.

In this exclusive conversation with CNBC's Michael Santoli, Buckley, who helps oversee about $ 4 trillion in investor assets managed by Vanguard, also discusseIn this exclusive conversation with CNBC's Michael Santoli, Buckley, who helps oversee about $ 4 trillion in investor assets managed by Vanguard, also discussein investor assets managed by Vanguard, also discusses:

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

«It's very hard to obviously get depositors to accept negative interest rates for putting their money in there,» said Marc Bushallow, managing director of fixed income at Manning and Napier, which manages $ 35 billion in assets.

He manages the firm's flagship Oakmark Fund, which has $ 19.4 billion in assets.

And in a joint letter to the SEC, three executives at T. Rowe Price, which is listed on Nasdaq and manages $ 860 billion in assets, said an increase in competition at the end of the trading day would come at a great cost.

«Given (new CEO Christian Sewing's) background in credit risk and commercial banking it could be seen as a signal of a move from investment banking,» Colin McLean, managing director at SVM Asset Management, told CNBC in an email.

The devil is in how that asset is managed, and whether it can integrate with existing products and services.

Billionaire investor Stephen Jarislowsky, whose firm manages $ 35 billion in assets, wrote an op - ed for the Financial Post that says higher taxes on capital gains would, «hammer another nail in the coffin for Canadian investments, particularly at a time when our economic outlook is already relatively weak.»

Sonia Gardner is president, managing partner and co-founder of Avenue Capital Group, a global alternative investment manager with more than $ 10 billion in assets under management.

This exchange - trade fund is one of the more popular timber ETFs, with more then $ 200 million in total managed 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 of these companies has established itself as a player in the growing robo advisor market that BI Intelligence, Business Insider's premium research service, expects will manage approximately 10 % of all worldwide assets under management (AUM) by 2020.

While O'Leary managed to raise a massive amount of money from investors initially — the company's assets totalled more than $ 1 billion within two years — the performance took a dive in 2011.

'' (It) underlines the challenges for the CBRT (central bank) in managing the lira when Erdogan has tied both hands behind its back in terms of limiting its ability to hike policy rates,» Bluebay Asset Management strategist Timothy Ash said.

If you're a company with the chance to manage a billion dollars in assets, then that's what you have available.

MOSCOW, April 27 - Russian sanctions - hit businessman Oleg Deripaska has agreed in principle to reduce his stake in Russia's En + Group, which manages his aluminium and hydropower assets, to less than 50 percent, the company said in a statement on Friday.

«When people have forgiven debt, they shouldn't automatically think they're going to be taxed on that income,» says Andrew Schwartz, founder and managing partner of accounting firm Schwartz & Schwartz in Woburn, Mass. «If somebody's debts exceed their assets, that 1099 - C [the tax form for forgiven debt] isn't taxable.»

These combo plans, while complex, allow a 50 - year - old to set aside up to about $ 150,000 more each year on a tax - deductible basis, says Joe Gordon, managing partner of Gordon Asset Management in Durham, North Carolina.

In 2011, BlackRock managed 42 % of all ETF assets, while Vanguard, third at the time behind State Street, had 16 %.

It makes it easier to manage and secure the assets in an institution and also increases the integrity of the data for third parties that might want to verify.

In its seventh annual survey, published in May 2017, the Global Impact Investing Network, or GIIN, reported on data from 209 respondents managing $ 114 billion in impact investing assetIn its seventh annual survey, published in May 2017, the Global Impact Investing Network, or GIIN, reported on data from 209 respondents managing $ 114 billion in impact investing assetin May 2017, the Global Impact Investing Network, or GIIN, reported on data from 209 respondents managing $ 114 billion in impact investing assetin impact investing assets.