Strengthen the transparency of the investment process in stock selection process
of the equity mandates under your care
Performance measurement and attribution: MSCI equity indexes may be licensed for a wide range
of equity mandates.
Not exact matches
As manager
of the Mawer International
Equity Fund, David Ragan has a
mandate to shop for
equities outside North America.
Unlike some
of its peers that have funds with a specific geographic
mandate, Blackstone's private
equity funds are global in scope.
«In order to accelerate meaningful corporate and market impact, many corporations are expanding their CVC unit
mandates to include traditional minority investments, majority
equity investment more consistent with Growth PE, M&A and internal commercial piloting and incubation programs; and compensation structures need to keep pace with these changes,» said Heidi Mason, managing partner
of Bell Mason Group and co-founder
of CVI ².
Circling back to the mall / REIT ticking time - bomb, while the Fed can keep the stock market propped up as means
of preventing an immediate nuclear melt - down in U.S. pensions (all
of which are substantially «maxed - out» in their
mandated equities allocation), the collapse
of commercial mortgage - back securities (CMBS) will have the affect
of launching a nuclear sub-missile directly into the side
of the U.S. financial system.
Prior to joining MFS in 2015, Chris was a vice president
of Eaton Vance Management, director
of product and portfolio strategy for
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite
of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity investment strategies, including US Large Cap Value, Hexavest Global and International
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.
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.
Prior to joining SKAGEN he was based in Shanghai, as Head
of China Special
Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global
equity research analyst.
Comprised
of industry veterans who have worked both inside and out
of technology enterprises, S&A has successfully completed more than 70 transactions that aggregated over $ 3 billion in sell - side
mandates and surpassed $ 1.5 billion in
equity capital.
While this seems like a common - sense approach to us, we note that the vast majority
of equity asset managers are
mandated to be fully invested at all times.
This research demonstrates the broad appeal in middle - America and we believe demonstrates a
mandate rollout
of equity crowdfunding in the US.»
Funds in the Canadian Dividend & Income
Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Equity category must have a stated
mandate to invest primarily in income - generating securities and must invest at least 70 %
of their
equity holdings in securities domiciled in C
equity holdings in securities domiciled in Canada.
Our suite
of over 900
equity and fixed income ESG Indexes designed to represent the performance
of some
of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG
mandates.
Most provinces and territories also have pay
equity provisions in their human rights statutes, but the Alberta Human Rights Act, RSA 2000, c A - 25.5 is deficient in not
mandating equal pay for work
of equal value, only for «the same or substantially similar work» (s 6 (1); see also Lahey).
A research note from Macquarie
Equities said Woolworths buyers had a
mandate to reduce its cost
of goods sold by 200 basis points.
• Promoting Labor Law reforms - including elimination
of the Wage Theft Prevention Act's annual notice / signature requirement, adopting reasonable standards regarding pay
equity and workplace accommodations, and opposing new and increased pay and benefit
mandates on private sector employers.
Additionally, much to the chagrin
of the old boys network in town, we instituted policies in Erie County and at the ECIDA that
mandate pay
equity for female employees because there is no reason why a women should be paid less than a man for the same work.
The rally, organized by the Rise and Resist and the Alliance for Quality Education (AQE) in recent weeks, is part
of a statewide push to fulfill the 2007 Campaign for Fiscal
Equity court ruling that
mandates education funds be distributed to New York's school districts to ensure all schools can provide students with a «sound basic education.»
He assured the public
of the commission's commitment to ensure justice,
equity and fairness to all and sundry in the discharge
of its
mandate.
There are unfunded
mandates and lack
of aid from the state, and while he has provided more money for education, it is less than the Campaign for Fiscal
Equity settlement [the 2006 court ruling requiring the state to pay billions in backpay to shortchanged school districts]... When [Assembly Speaker Carl] Heastie proposed a slightly progressive income tax, he just rejected it.
FCC should live up to its
mandate by ensuring fairness, justice and
equity in appointments and distribution
of infrastructure across the country.»
On Wednesday, members
of the city council's Progressive Caucus, including Councilman Daniel Dromm, chair
of the Education Committee, came to Albany asking state legislators to adopt a budget that provides funding
mandated by the Campaign for Fiscal
Equity court decision, excludes additional resources for charter schools, leaves the charter school cap at current levels and provides more local control over the city's schools.
Adams blamed the shortfall on the state's «ongoing denial
of legally -
mandated Campaign for Fiscal
Equity funds,» but said the city needed to pick up the slack.
She said the Government under President John Dramani Mahama has also instituted an institutional framework with the restructuring
of the Gender Ministry with an expanded
mandate to coordinate and ensure gender equality and
equity.
Broader deregulation efforts to form charter schools and create accountability systems have been slowed by such barriers as state lawmakers» reliance on
mandates,
equity questions, and the lack
of credible...
Additionally, Jewell - Sherman feels a kinship to the chair's namesake, Gregory R. Anrig, a former Massachusetts Education Commissioner during the court -
mandated integration
of Boston and other state public school districts, and described by Jewell - Sherman as an «
equity warrior,» who led with wisdom, compassion, and courage.
They don't seem to understand that the web
of conflicting
mandates that advocates have placed on the schools over the years — usually under the «
equity» banner — are what make it next to impossible for schools to truly run themselves, much less innovate: «Do this on special education.
Armed with a
mandate to foster excellence and
equity, Klein prioritized four strategies: establish the Three C's (centralized control stripped
of bureaucratic inefficiencies; a coherent citywide curriculum; and capacity - building for teachers), dramatically expand school choice, empower principals by coupling increased autonomy with strict accountability, and catalyze innovation.
However, the Department
of Education will soon release an updated
mandate process, which includes a significant relaxation
of equity in teacher distribution.
Equity funds are a type
of mutual funds that
mandate the wealth managers to buy ownership in businesses.
The strategy provides exposure to Sionna's large cap
equity mandate and a concentrated portfolio
of Canadian fixed - income securities issued by federal, provincial and municipal governments.
A number
of income trust funds will expand their
mandate to include high - yield
equities (and possibly high - yield bonds) to broaden their investment scope.
The Balanced funds have to maintain the portfolio according to their
mandate, for example, debt oriented balanced funds have to keep at least 65 %
of their investments in Debt instruments hence in whenever
Equity portfolio
of the fund crosses 35 %, then Fund Manager will book profit from
equities and rebalance the portfolio.
As a part
of its restructuring, the Fund's investment objective has been changed to
mandate that the Fund provide investors with stable income and long - term capital appreciation by investing in a diversified portfolio consisting primarily
of global
equity and fixed - income securities.
Funds in the Canadian Dividend & Income
Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in C
Equity category must have a stated
mandate to invest primarily in income - generating securities and must invest at least 70 %
of their
equity holdings in securities domiciled in C
equity holdings in securities domiciled in Canada.
OK, underlying managed AUM growth isn't spectacular — but that's because almost 90 %
of AUM's in institutional fixed income (separate account)
mandates (the rest is in
equities & real estate).
It also is one
of the few funds to have a
mandate to invest in domestic as well as international
equity / stocks.
In fact, reverse mortgages are one
of the few types
of financial transactions that have federally
mandated financial counseling that go along with funding for an home
equity conversion mortgage (HECM).
The investment
mandate is broad, though Boyles operates with a particular focus on the
equity of small and micro-capitalization companies.
It's run with a dual
mandate: i) Distressed debt investing, and ii) private
equity investment to take advantage
of its NOL.
Remember that many
of these Canadian
Equity funds actually have a
mandate to invest 10 - 20
of the fund in US or other foreign investments.
I think that the short run selling is overdone, with the TRIN over 14, and my ratio mentioned above, which I call DeltaVIX over 17, I felt it was better to add a modest amount
of equity exposure to my balanced
mandates.
Over the course
of the past month, The Hartford Emerging Markets Research Fund (HERAX) was... uhh, tweaked a bit so that it has a new investment
mandate, lower management fee (though no break on the bottom line expense ratio), new manager (Cheryl Duckworth is out, David Elliott
of Wellington is in) and new name, Hartford Emerging Markets
Equity Fund.
In addition to his role as President, Bryan is co-manager
of FGP's Canadian
equity mandates.
The strategic plan, launched in October 2007, and the subsequent Action Plan released in 2008, outlined five overall directions for the Council over the next three to five years: reinforcing the Council's commitment to individual artists, working alone or collaboratively, as the core
of artistic practice in Canada; broadening the Council's commitment to arts organizations to strengthen their capacity to underpin artistic practices in all parts
of the country; enhancing the Council's leadership role in promoting
equity in fulfilling Canada's artistic aspirations; making partnerships with other organizations, including other funders, a key element in the Council's approach to advancing its
mandate; and enhancing the Council's capacity to support the arts and implement change by strengthening its structure, staffing and services.
Intergenerational -
equity mandates equitable sharing
of these liabilities.
As part
of its
mandate to protect the public interest, the Nova Scotia Barristers» Society is engaged in access to justice issues across Nova Scotia, through its
Equity Program and enhanced consultation with other key players in the administration
of justice.
Simpson Thacher's role as the main adviser to major client Blackstone Group is being challenged in Europe, as the private
equity house looks to widen the pool
of firms it uses for important
mandates.
Simpson Thacher & Bartlett's role as the main adviser to major client Blackstone Group is being challenged in Europe, as the private
equity house looks to widen the pool
of firms it uses for important
mandates.