Sentences with phrase «of pension management»

She is a Fellow of the Pensions Management Institute and sits on the committee of its London Group as Immediate Past Chairman.

Robert sits on the committee for the North East Association of Pension Lawyers and is a member of the Pensions Management Institute.

Tim is a full member of the Association of Pensions Lawyers (APL), an adviser with the Pensions Advisory Service (TPAS) and a Fellow of the Pensions Management Institute.

Anna is a Fellow and former Council - member of the Pensions Management Institute, and was the Chairman of the Association of Pension Lawyers from 2013 to November 2015.

Anne - Marie is a member of the Main Committee of the Association of Pension Lawyers and a member of the Risk & Audit Committee of the Pensions Management Institute.

Not exact matches

«Short - term behaviour destroys value,» says Poul Winslow, head of thematic investment and external portfolio management at the Canada Pension Plan Investment Board (CPPIB).

Since critics, including the private insurance industry, shot down his idea of a Canada Supplementary Pension Plan, Ambachtsheer has thrown his support behind changing the law to allow the private sector to offer essentially the same thing: portable plans that meet certain criteria for governance, performance and low management fees.

The likes of the Ontario Teachers» Pension Plan, Canada Pension Plan Investment Board and British Columbia Investment Management Corp. have policies favouring the principle of one share, one vote.

The amount may be a miniscule component of the pension fund's $ 248 - billion assets under management, but the investor is taking an active role in Fix Auto.

• Neiman Marcus, a Dallas, Texas - based department store operator backed by Ares Management and Canada Pension Plan Investment Board, ended talks regarding a partial or full sale of the company, according to Reuters.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

«Retail investors will not be interested in going out that far, but pension funds and many entities that have an actuarial table that they have to adhere to will,» said Marilyn Cohen, president of Envision Capital Management.

Olivia S. Mitchell is a professor of business economics / policy and insurance / risk management at the Wharton School of the University of Pennsylvania, where she focuses on global pensions, household finance, retirement, and risk management.

AIMCo is one of the country's largest pension fund managers, with $ 70 billion under management, including the $ 17 - billion Heritage Fund.

-- Leah Miller, CEO of Red Anchor Wealth Management, a company that creates custom retirement coordination of the major impactors of modern retirement, such as Medicare, Social Security, pension, 401 (k) distribution, and investments.

Better yet, look for management with shady reputations and who constantly tweak the rate of depreciation or pension plan assumptions to manage reported results.

The founder and CEO of Morgan Creek Capital Management, which advises pension funds, endowments, and high net worth individuals.

The board of trustees would contract out the fund's investment and management to the state pension fund (s).

Mark Yusko is the founder, CEO, and chief investment officer of Morgan Creek Capital Management, which advises pension funds, endowments, and high - net - worth individuals.

We do support, however, changes to the funding and management of the federal employees» pension plans, including the move to more equitable contribution rates, changes in retirement provisions for new employees, among others.

For example, it could share responsibility with the provinces for the management of the EI program, as it currently does with the Canada Pension Plan program.

TFSA Contribution Rules RRSP Contribution Rules The Classic Debate RRSP or TFSA Canadian Pension Plan Old Age Security Rules What I Tell my Kids about Finance How much is enough, why I am not woking till 65 management - expense - ratio - MER The rule of 72

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

The «All Plan Universe» currently tracks the performance and asset allocation of over $ 650 billion in assets under management across Canadian defined benefit (DB) pension plans, and is a widely - recognized performance benchmark indicator.

«The biggest winners are likely to be Asian and global financial sector firms with intra-Asia regional capabilities and a focus on securities markets, pensions, insurance, asset management, and cross-border banking,» says Anil Agarwal, head of Asian financial research.

The conference attracts representatives of investment management and advisory firms, research firms, financial planners and advisors, broker - dealers, community development institutions and asset owners such as pension funds and foundations, along with policymakers and corporate leaders.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Charles Schwab Investment Management has been named to Pensions & Investments» list of best places to work.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

2017.10.02 RBC Global Asset Management Inc. lowers administration fees for certain RBC Funds and PH&N Funds RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the reduction of administration fees for certain RBC Funds, PH&N Funds and PH&N Pension Trusts...

The majority of financial advisers (85 %) believe the number of self - invested personal pension (SIPP) providers will continue to fall in the coming year, according to Dentons Pension Management repension (SIPP) providers will continue to fall in the coming year, according to Dentons Pension Management rePension Management research.

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

Lapidus has arranged joint venture transactions with some of the most respected names in the industry including Prudential Real Estate Investors, The Florida State Board of Administration, Carlyle Realty Partners, General Electric Pension Trust, Principal Real Estate Advisors, JP Morgan Asset Management, Beacon Capital Partners, Morgan Stanley, Lehman Brothers, Zurich Insurance, Investcorp, RREEF, Blackrock, GreenOak, Tokyu Land Corporation and Columbia Property Trust.

Smiths» new management team had a strong first year at the helm, highlighted by margin improvement at the detection division, the announced acquisition of Safran's Morpho detection business and a significant de-risking of its U.K. pension plan.

Neiman Marcus does not face any significant debt maturities until 2020, when a term loan of nearly $ 3 billion comes due, giving its private equity owners Ares Management LP (ARES.N) and Canada Pension Plan Investment Board (CPPIB) time to try to turn the business around.

Over the course of his professional career Ricardo has worked at Banco Popular, where he was fund manager and head of the Quantitative Research Department of the bank's asset management arm, and Mutuaactivos, where he was head of the equity team and co-responsible for pension funds and managed mandates.

He is a member of Leith Wheeler's Management Committee, with responsibility for our pension business.

Studies have shown a fairly large percentage of employees are stressed about their financial situation, and worried about not having enough money to retire, said Todd Saulnier, vice-chair of the national policy committee at the Association of Canadian Pension Management (ACPM) in Halifax.

• Asset and liability management of all insurance and financial accounts and of all money flows related to those in the pension insurance fund.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

He brings over 20 years of experience in the pension and institutional investment industry, including previous roles as an Actuary and Investment Consultant at a large multi-national consulting organization and as a Senior Investment Analyst at an alternative asset management firm.

The sell - off largely was the result of LMT management not raising guidance for improved cash flow during the April 24 quarterly report, partly due to large pension contributions.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

These actions, along with the board's assertion of «substantial liquidity» just months before the collapse and a progressive dividend policy (apparently at the expense of employees» pension fund contributions), have prompted questions on whether oversight failures relate to coziness with management, or simply competence.

To qualify, study participants had to be responsible for the management, selection or oversight of retail investor, pension, endowment or foundation assets or their firm's investment platforms.

Don is also an Adjunct Professor of Finance and Chair Emeritus of the International Centre for Pension Management, both at the University of Toronto's Rotman School of Management.

Mr. Raymond is currently Chair of the International Centre for Pension Management and Adjunct Professor of Finance at the University of Toronto's Rotman School of Management.

Ares Management LLC and the Ontario Teachers» Pension Plan bought GNC in 2007 from Apollo Management LP in a deal with a total enterprise value of $ 1.65 billion.

This book explores the political economy of transition cost mitigation strategies in a wide variety of policy contexts including public pensions, U.S. home mortgage interest deductions, immigration, trade liberalization, agricultural supply management, and climate change, providing tested examples and realistic strategies for genuine policy reform.