Sentences with phrase «more assets a fund»

The lower the return on bonds, the more assets a fund needs to hold to ensure members can be paid off.

Not exact matches

Diamonte serves on the board for the Committee on Investment of Employee Benefit Assets, representing more than 100 of the country's largest private - sector retirement funds on fiduciary and investment issues in Washington.

LONDON, April 12 - Man Group, the world's largest listed hedge fund, reported a 3 percent rise in total assets in the first - quarter after net inflows of $ 4.8 billion more than offset performance losses.

MetaStable's portfolio more than doubled in value in May alone, according to a source close to the fund; on June 23, after a Bitcoin and Ethereum price crash, the hedge fund reported total assets of $ 69 million in a regulatory filing.

• Advanced Microgrid Solutions, a San Francisco - based provider of distributed energy resources and energy storage assets, raised more than $ 34 million in Series B funding.

This exchange - trade fund is one of the more popular timber ETFs, with more then $ 200 million in total managed assets.

Prime Minister Tony Abbott flew into Perth today to announce $ 500 million of extra Commonwealth funding for WA roads, while his finance minister Mathias Cormann kept up pressure on the state government to reciprocate by privatising more state - owned assets.

Dual - class structures can be a good thing for investors if they're set up properly, says Som Seif, founder and CEO of Purpose Investments Inc., a fund manager with more than $ 1 billion in assets under management.

The fund is undergoing a «rationalization» program, launched in May, to reduce its debt of more than $ 11 billion by selling assets.

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.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following monfund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following monFund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

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.

Kynikos Associates, with more than $ 2 billion in assets under management, saw its short - only fund down 12 percent last year, according to sources familiar with the matter.

To grab the attention (and assets) of investors, the new funds and products become more sophisticated, with all sorts of new bells and whistles.

On Wednesday, the U.S. federal prosecutors have filed civil lawsuits seeking to seize assets worth more than $ 1 billion, allegedly stolen from Malaysian state fund 1MDB, which has been under investigation for more than a year.

He also said NVC Fund has $ 10 trillion in assets under management, which would be more than the whole private equity industry.

Bill Ackman has seen his hedge fund's assets cut more than in half from their peak above $ 20 billion in 2015 as institutional investors flee Pershing Square's abysmal returns amid a roaring bull market.

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).

In the asset giant's case, low - cost funds with great long - term performance lead to loyalty and growth in assets — which leads to even lower costs and even more growth.

That's a far more effective route for winning over retail investors than institutional investors — the hedge funds, long - only asset managers, and sovereign wealth funds accustomed to the personal touch and assurances of investment bankers.

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.

At the same time, Elliott's assets have nearly doubled to roughly $ 39 billion, including $ 5 billion it raised in a 23 - hour span in May, making it more than twice the size of the second - biggest activist hedge fund, Dan Loeb's Third Point.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

The early smartwatch pioneers raised more money on Kickstarter than any prior campaign, then raised $ 59 million in venture funding, only to sell off assets to competitor Fitbit in 2016 in a deal reportedly valued between $ 34 million and $ 40 million.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bonds.

That firm, now called Renaissance Technologies, has more than $ 65 billion in assets under management among its many funds.

Stock in structured - finance firm Coventree lost more than half its value Tuesday after it said various Coventree - sponsored trusts could not fund maturities of Canadian asset - backed commercial paper due to what it called a «market disruption.»

Blankfein has stitched together a patchwork of new initiatives: a consumer bank, a heightened focus on lending and more resources for asset management, including a suite of exchange - traded funds.

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.

Our smiles will broaden when we have redeployed Berkshire's excess funds into more productive assets.»

Investors with taxable account balances of $ 100,000 or more can expect up to 20 % of those balances to be invested in the fund, which offers greater exposure to asset classes with higher risk - adjusted returns.

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.

Should you choose to retire significantly earlier or later, you may want to consider a fund with an asset allocation more appropriate to your particular situation.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

The funds» managers gradually shift each fund's asset allocation to fewer stocks and more bonds so the fund becomes more conservative the closer you get to retirement.

On top of the funding, the company announced another addition that might prove to be an equally valuable asset in the long - run: Meg Whitman, the e-commerce pioneer that helped turn eBay from a scrappy start - up to an online behemoth with more than $ 9 billion in yearly revenues.

Saudi Arabia's sovereign wealth fund, the Public Investment Fund, which has more than $ 224 billion in assets, spent about $ 54 billion on investments last yfund, the Public Investment Fund, which has more than $ 224 billion in assets, spent about $ 54 billion on investments last yFund, which has more than $ 224 billion in assets, spent about $ 54 billion on investments last year.

In the end, it's all the same game: Accumulating good assets that are structured intelligently and throw off fresh funds for you to spend, reinvest, save, gift, or donate, empowering you to arrange your day doing what it is you enjoy, and spending time with the people you love, rather than selling more hours of your life.

Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographicaFund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographicafund that is more broadly diversified geographically.

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..

NAB said on Thursday that MLC had more than 1200 financial advisers, ran the largest retail superannuation fund in the country, had $ 199 billion in assets under management and 3300 staff.

The logic is straightforward: When interest rates are rising, there will be wider dispersion of returns across different asset classes, thus creating more trading opportunities for the alpha - capturing hedge fund managers.

Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date.

This fund currently has more than $ 5 billion in assets, more than $ 3 billion of which has come since the beginning of 2016.

Funding its ballooning deficit, which can't be plugged with asset sales and debt issuance alone, and improving its economic situation are partly why Saudi Arabia, the largest producer in the OPEC oil cartel, disagreed to any cut in production at the December OPEC meeting, and more recently has been discounting the price of oil to its customers.

The company said MLC had more than 1200 financial advisers, ran the largest retail superannuation fund in the country, had $ 199 billion in assets under management and 3300 staff.

For donor - advised funds, fair market value (FMV) deductibility typically applies to assets held for more than one year, up to the limits listed above.

The underlying determinants for these declines are related to the global supply and demand for funds, including shifting demographics, slower trend productivity and economic growth, emerging markets seeking large reserves of safe assets, and a more general global savings glut (Council of Economic Advisers 2015, International Monetary Fund 2014, Rachel and Smith 2015, Caballero, Farhi, and Gourinchas 2016).

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?