Sentences with phrase «of other asset managers»

Certain factors, such as the performance of the stock market, the pace of distributions from our funds and from the funds of other asset managers or the asset allocation rules or regulations or investment policies to which such third - party investors are subject, could inhibit or restrict the ability of third - party investors to make investments in our investment funds.

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.

As the globe - trotting head of New York — based BlackRock Inc., he is responsible for US$ 3.7 trillion, more than any other asset manager on the planet.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Managers employ fundamental credit processes focused on valuation and asset coverage of securities of distressed firms; in most cases portfolio exposures are concentrated in instruments that are publicly traded, in some cases actively and in others under reduced liquidity but in general for which a reasonable public market exists.

Some of the entities that we compete with as an alternative asset manager are substantially larger and have greater financial, technical, marketing and other resources and more personnel than we do.

For more than 23 years — from 1984 to 2007 — Mr. Bralver was a founder and Vice Chairman of management consultancy Oliver, Wyman & Co. where he specialized in strategy, risk and operational work for leading investment banks, asset managers, exchanges and other market utilities.

Rather than setting out to create a class of entrepreneurs managing companies efficiently, the plan helped managers strip Russia's assets and engage in capital flight while transferring ownership of Russia's raw - materials export capacity to U.S. and other Western investors.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Blake provides essential legal and commercial guidance to operators of blockchain - based projects, including cryptocurrency exchanges, sponsors of initial coin offerings (ICOs), and asset managers investing in cryptocurrencies and other blockchain - based crypto assets.

The asset manager also said the participation of Michael Dell will prevent other bidders from emerging during a «go shop» period.

Other risks can be insured through commercial insurers, but now more and more asset managers understand and want to take advantage of the major tax & accounting benefits of formalizing self - insurance through a captive.

Asset managers face a wide range of operational business risks, much like any other business.

Opposition to the appointment has reportedly been exacerbated by a perceived lack of consultation with investors, and the fact that Schroders itself has, as an asset manager, voted against similar moves by other companies.

For its new global fund, Sequoia is already trying to attract investors in China, where fund managers are looking to gain from growing sources of capital at wealth management firms, insurers and other large domestic institutional investors that aim to boost returns in alternative assets, the people said.

CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clientOF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clientof their clients.

SIX Financial Information, a subsidiary of SIX Group, is a global financial data company that provides mission - critical data to financial institutions, asset managers, insurers and other corporations in over 20 countries around the world.

Newton, MA — September 30, 2016 — Michael Meltzer, Portfolio Manager with Tocqueville Asset Management L.P. in New York, N.Y., was announced as the recipient of the Global Community Impact Award as part of the tenth annual Invest in Others Community Leadership Awards.

Other organisations already part of Plato Partnership include Axa Investment Managers, Baillie Gifford, BlackRock, Deutsche Asset Management, Fidelity International, Franklin Templeton Investments, J.P. Morgan, Norges Bank Investment Management, Union Investment, Barclays, Bank of America Merrill Lynch, Citi, Deutsche Bank, Goldman Sachs, Morgan Stanley, and UBS.

Other corporate managers - not to mention many of today's investors - might benefit from apply just such a «backwards» process in their own thinking» Marathon Asset Management «Charlie Munger is famous for the pioneering concept of inverting as an investor, of thinking backwards to find one's way to the beginning of an idea or concept.

Apparently we have no money to spend despite making a 20mil profit this window and over 100 mill of cash reserves kroenke is trying to get a 1 billion dollar loan to fund his new NFL stadium no wonder he's trying to show that his other assets can make money We're not signing anyone for the rest of the window Gazidis is a pushover interested in making as much profit as possible and wenger lost it can't keep up with all these younger managers

The Liverpool manager, Rafael Benitez is ready to intensify his interest in Valencia's David Silva, his negotiating position enhanced by the Spanish club's diminishing prospects of selling their other prime asset, David Villa.

Wenger is a great asset to Arsenal, but as a manager with his flaws, it may be better to move him into an other position at the club and get someone who knows how to prevent injuries wenger could but did nt — or with the tactical variety to prevent losses like at anfield and stamford bridge, or making the change of tactic when we just cant score against teams like leicester.

For more information on how you can support Waldorf education in Tennessee, through gifts of cash, stock, other assets, annuity, or bequest, contact our business manager William Bentley at [email protected].

Natural and Cultural Resources Manager Tim Green talks about the history At the same location where soldiers passed through for two world wars and Irving Berlin wrote «God Bless America,» staff at Brookhaven Lab lead and collaborate with some of the world's brightest minds as an asset for innovation and inspiration with seven Nobel Prize - winning discoveries and countless other advances, supporting the U.S. Department of Energy's mission to discover the solutions that power and secure our nation's future.

The other nominees are Hitoshi Kawaguchi, Nissan chief sustainability officer and head of global external affairs, and Hiroshi Karube, Nissan global controller and global asset manager.

Vancouver - based portfolio manager Adrian Mastracci, of Lycos Asset Management, says it's rare to have the kind of portfolio that could generate $ 50,000 of dividend income and not also have other kinds of income (notably employment or pension income).

The Fund has no sales load (a charge for purchasing the fund), no soft - dollar arrangements (where fund managers receive research, data terminals and other benefits in return for paying higher commissions to brokers), no trailing fees (where funds pay brokerages an ongoing percentage of assets in order to bring business to the fund), and no 12b - 1 marketing fees (where shareholders pay an amount over and above management and operating expenses, so that funds can advertise and attract new shareholders).

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

And sadly, that applied to the company that I managed the assets for — they destroyed economic value, and has twice been sold to other managers, none of whom are conservative.

The portfolio managers meet periodically to determine the percentage of Fund assets to be invested in each portfolio, based on market and other factors.

Other factors are fee analysis, the amount of assets in a fund, and qualitative factors such as where the manager went to college.

When it comes to managing client portfolios, some registered investment advisers (RIAs) prefer to do it all themselves, researching and executing trades, while others employ the services of third - party asset managers.

The sector also includes asset managers and insurance companies, among others, many of which had little to do with causing the crisis.

- the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

It's an individual decision based on several factors — your age, current and projected income level, the rate of return earned on the plan's assets, whether you're an owner - manager or an arm's - length executive and several other considerations.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.

If an investor does try to outperform a markets Charlie Munger is also saying that it is easy to be misled by promoters and business managers about the value of a business or other assets.

In contrast, BVF, an activist investor, seeks to take direct control of the company with nominees that have conflicts of interest (all but one is a BVF manager or partner), have no insight into the value of Avigen's assets, have not been forthcoming with other stockholders about their dealings, and have a record of acting in ways that are NOT in the best interests of other stockholders.

«In addition, some managers are focusing on other parts of their product line or capabilities, such as alternatives multi-asset-class solutions, target - date funds and asset allocation vehicles.»

Using car data and monthly net - of - fee returns, assets under management and other fund characteristics for 1,774 vehicles (including 163 sports cars and 101 minivans) purchased by 1,144 hedge fund managers during January 1994 through December 2015, they find that: Keep Reading

On one hand you, have index investing which boasts solid arguments: - the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

Securities held by the Fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

Among major asset managers, Eaton Vance is distinguished by the continuity of its investment teams, senior management, and other staff.

However, thanks to many years of underperforming not only the broader market but also other asset managers, today could be an interesting time for contrarian value investors to take a closer look at Franklin Resources, assuming you have faith that management can somehow right the ship eventually.

Considering the current $ 302 mio in Assets under Management, this new level of liquidity would remain on a comparable basis to many other listed managers.

Additionally, the S&P 500 index is often used as a baseline level of performance against which mutual funds and other asset managers» performance is measured.

Nearly all of the assets in the fund are the managers» own money, perhaps because others wondered about paying 1.4 % for:

The Manager views such liquidity as a strategic asset and may invest a significant portion of cash and liquid assets in other more risky securities at any time, particularly under situations where markets are weak or a particular industry's securities decline sharply.