Sentences with phrase «number of asset managers»

The investment objective was to purchase a number of asset managers — and in little more than a year, facing into the worst financial crisis since the»30s, they acquired four companies: Wood Asset Management, Boyd Watterson, Sovereign Holdings (since absorbed into Boyd), and National Investment Services.

A number of asset managers are being hit with similar lawsuits by employees, such as New York Life Insurance Co. and American Century.

Not exact matches

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.

Asset managers say they've seen a notable number of companies fail to close dollar - denominated bond deals of late.

While government efforts to come to grips with digital money have been fraught, the more important trend may be the growing number of money managers who are looking at cryptocurrencies as an asset class for investment.

At the same time, some two out of three asset managers reckon a Chinese recession is the number one «tail risk» to global markets.

Franklin Templeton is one of a select number of global asset managers to have wholly - owned operations in Malaysia, the largest market in Southeast Asia.

Based on findings from PwC's 2017 Benchmark Your Global Fund Distribution Report which ranks asset managers on the number of countries in which their cross-border funds are distributed.

Agolo has raised a number of smaller seed rounds of funding before now, but with its latest cash injection the company said it now plans to «transform the way financial service analysts do their jobs» by expanding its platform to cater to asset managers and investment banks.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Investors have traditionally hired brokers, mutual fund managers or portfolio managers to research and choose a relatively small number of favoured securities from each asset class for their portfolio.

Mr. Mills maintains a small number of client relationships, serving as a portfolio manager for $ 300 million in assets.

iDealing's proprietary systems for Discretionary Brokers and Assets Managers allows you to effortlessly manage the portfolios of an unlimited number of clients.

With an increasing number of wealth and asset managers using exchange traded funds tactically to create perfect portfolios, this guide details methods of focusing portfolios for better returns using ETFs.

Based on findings from PwC's 2017 Benchmark Your Global Fund Distribution Report which ranks asset managers on the number of countries in which their cross-border funds are distributed.

The following table includes basic holdings information for each ETF in the ETF Managers Group, including number of holdings and percentage of assets included in the top ten holdings.

Which is why the notion of increasing your odds for success by increasing the number of decisions you and / or your managers are making by adopting a tactical asset allocation approach is, in the end, counterintuitive.

To date, we've seen a limited number of deals, with US alternative asset managers & funds actually doing most of the running — I expect those same large US PE / distressed fund managers will become even bigger European - focused buyers & fund - raisers over time (a key reason for buying FIG, for example).

3 — Diworsification refers to the tendency for asset managers to hold an excessive number of funds (10 +) that gives the appearance of doing something superior when the reality is that this often times simply results in higher fees and the illusion of justifying those high fees.

But recently, more states have contracted professional money managers — many well - known investment firms — to actively manage and market their plans, so a growing number of investors can customize their asset allocations.

I wrote more on this topic last year in a series on alternative asset managers — the series focused primarily on my approach to asset management valuations, the level of balance sheet cash & investments in the sector, and a brief run - down of the managers themselves (inc. a number of hedge fund managers).

Judging by the numbers many asset managers do precisely that; Over 20 % of all active mutual fund managers come from these schools

«The transition to wealth management has spurred a massive shift to fee - based accounts, the explosion of independent and hybrid RIAs, and the success of a growing number of providers to independent advisors, from custodial platforms like Schwab Advisor Services and Fidelity Institutional Wealth Services to asset managers like Vanguard and Dimensional Fund Advisors.»

At the same time, current international commitments to reduce carbon emissions and rapid technological change have already led many fund managers to reconsider their investments in these potentially stranded assets, while a growing number of studies show that responsible investment portfolios typically offer returns on a par with or superior to, conventional investment portfolios.

The team is representing a major financial institution in a number of claims brought by its customers on the basis that the application of the firm's sanctions policy led to direct or indirect discrimination, and is representing an asset manager in five contested commercial lending cases.

Reviews of customers in the Impaired Asset division indicated that the bank was overexposed on a small number of customers, all controlled by the same manager (i.e. Scourfield)

As the first public asset manager to gain exposure to bitcoin at $ 250 through the Bitcoin Investment Trust (GBTC), ARK Invest faced a number of questions and much ridicule in September 2015.

If we are close in our numbers, I will schedule someone to go see the asset - one of my property manager's.

The Solutions Managers have a number of functions, including: assessing investors» investment goals, guiding them to assets that meet those goals, facilitating the interaction between ILMs and clients, and overseeing the entire investment process.