Sentences with phrase «of pension fund clients»

The seller was a commingled investment account comprised of pension fund clients managed by Atlanta - based Lend Lease Real Estate Investments.

As PREI is the part of the Prudential Insurance Co. of America that invests on behalf of pension fund clients, it sought professional management of the properties that were now owned by its institutional investors.

Pensions remain the biggest client type with # 2.1 trillion of investments managed in the UK on behalf of pension fund clients around the world.

Not exact matches

Highland's diversified client base includes public pension plans, foundations, endowments, corporations, financial institutions, fund of funds, governments, and high net - worth individuals.

Great pricing is a result of volume buying — something you receive thanks to the many institutional - sized orders placed by hedge funds, pensions funds, institutional investors, and high - net - worth brokerage clients all trading alongside you on the platform.

MaRS client Wave Accounting Inc., creators of free online accounting software for small businesses, has announced the closing of its seed round of financing, led by OMERS through INKEF Capital, the venture capital investment alliance of pension funds OMERS (Canada) and ABP (the Netherlands).

Combine that with the purchasing power we achieve through sharing our trading system with high volume hedge funds, pension funds, institutional investors and high - net - worth brokerage clients, and we're able to offer our clients some of the most competitive prices in the world.

Today, we manage about $ 160 billion for approximately 350 of the largest and most sophisticated global institutional clients including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, sovereign wealth funds, and central banks.

As of the end of 2016, about 88 % of that was managed on behalf of institutional clients (corporations, labor unions, pension funds, and the like), while approximately 12 % was managed on behalf of individual clients, which are principally family offices and high - net - worth individuals.

SIX: The Popularity and Size of the Fund Warren Buffett wrote a letter in 1975 advising a client the best way of managing her company's pension fFund Warren Buffett wrote a letter in 1975 advising a client the best way of managing her company's pension fundfund.

When we examine the investment time horizon of clients — ranging from high - net worth private clients to pension funds, insurance companies, endowments and sovereign wealth funds — we find that the clients typically have time horizons of a decade or more, and, in many instances, have an explicit multigenerational objective (see Exhibit 5, which highlights typical clients» time horizons).

Among its clients are six of the ten largest mutual fund families and six of the eight largest pension funds.

Hermes» biggest client is the pension fund of British telecoms company BT Group (BT.L) and Federated's interest was reported earlier by Sky News.

The Dallas - based firm, which manages $ 23 billion, said the investor - led plan was approved by about 86 % of Highland Crusader Fund clients, including the Houston Municipal Employees Pension Scheme, which sued Highland in May, accusing it of looting the fFund clients, including the Houston Municipal Employees Pension Scheme, which sued Highland in May, accusing it of looting the fundfund.

During nearly three decades of practice, Jerry has represented a wide variety of clients, including publicly traded and privately held companies, institutional investors, developers, lenders, borrowers, joint venture partners, pension funds, REITs, retailers, management companies, private equity firms, media ventures, internet companies, entertainment companies, studio owners, technology companies and sports franchises.

That means greater disclosure of business and law clients from legislators» side jobs, a ban on the personal use of campaign funds, greater safeguards for per diem reimbursement, pension forfeiture for lawmakers convicted of public corruption and greater disclosure by independent expenditure campaign accounts.

Cuomo proposes to extend a system of public campaign finance to all statewide offices and legislative races, ban the use of campaign funds for personal expenses, require the disclosure of outside income and the clients who supported it and change the state Constitution to allow prosecutors to claw back the pensions of officials convicted of public corruption.

Our clients include the majority of the largest and highest - profile private equity funds, sovereign wealth funds and pension funds, as well as family offices and other equity financial investors.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

Our clients were pension funds, endowments, and the like and each one had its own account, sort of like a mutual fund with only one shareholder.

While there's no shortage of noise out there, it can be worth looking at what the «long - term money» is doing: the pension funds, portfolio managers, consultants and others who are collectively responsible for the financial futures of thousands of clients and millions of workers, retirees, individual investors.

Our customers and clients range from trustees of pension funds who are looking to meet future liabilities with the best performance return possible, to young savers being enrolled for the first time in a workplace pension scheme or setting up an ISA.

Only 27 % of Franklin's clients are institutional (pensions, insurance companies, endowments, sovereign wealth funds) or high - net worth individuals who are utilizing its alternative asset management (hedge fund) services.

They offer a broad range of fixed income related strategies and solutions for a wide array of global clients including pension funds, government and financial institutions, family offices, high net worth individuals, endowments and foundations, and retail clients.

Its clients include retail, high net worth and institutional investors, comprised of pension funds, official institutions, endowments, insurance companies, corporations, financial institutions, central banks and sovereign wealth funds.

Institutional consultants allocate trillions of dollars and are hired by large clients, such as pension funds, to decide which managers to use for their plans.

The group has acted for a broad range of clients including School Districts, developers, builders, local, national and international businesses, pension funds, as well as governments, governmental agencies, and lending institutions.

Among his clients are two global investment banks, several thought - leading private foundations, three of the largest US state retirement pensions, two US - based insurance companies, and a prestigious fund - of - funds.

Global leader of the private equity funds practice for Morgan Lewis, his clients include some of the world's most prestigious funds of funds, global investment banks, US state government pensions, world leading private foundations, insurance companies, private equity - styled real estate funds and sovereign wealth funds.

Your clients include some of the world's most prestigious funds of funds, global investment banks, state government pensions, world leading private foundations, insurance companies, private equity - styled real estate funds and sovereign wealth funds; can you walk Lawyer Monthly through how you prepare yourself for these clients, to ensure the process is smooth for them?

Clients are likely to call every day for advice on small issues such as when to pay funds out of a pension scheme.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

Their enviable client list includes the pension funds of Canada Post, Canada Mortgage and Housing Corp., DuPont, Hospitals of Ontario, Telus Corp., and lenders such as ACM Advisors Ltd., CIBC Mortgages Inc., and the Toronto Dominion Bank.

She has acted for a variety of private and public sector clients including local authorities, developers, hotel operators, retailers, educational institutions, pension funds, investors and not - for - profit organisations.

Rob has extensive experience of acting for institutional clients, banks and pension funds in relation to management of their industrial, retail and office portfolios.

Barack Ferrazzano's clients include publicly traded real estate investment trusts, private REITS and equity funds, entrepreneurs, money center banks and other institutional lenders, non-traditional lenders, pension fund advisors, private investment funds and other institutional investors, real estate developers, not - for - profit corporations and other domestic and foreign owners of real estate in the United States.

Throughout our years of practice, we have developed innovative strategies to hold defendants accountable for misrepresenting important information to investors and to obtain favorable rulings for our clients, which include many of the largest public and Taft - Hartley pension funds.

We also advise corporate clients on the full range of pensions matters including liability management, outsourcing and funding negotiations.

At Taylor & Emmet LLP, the team acts for a local and national client base, including SMEs, developers, pension funds, banks, charities, schools and not - for - profit organisations, on a range of property matters.

I have worked at a variety of private firms and local and county council's acting for large institutional investors, retailers, pension funds, banks, development companies, local government bodies, energy and infrastructure clients and the occasional private individual.

For instance, we have major offices in the United Kingdom, Germany, and Australia (among other countries) each of which represents clients in significant litigation matters in those jurisdictions, including on behalf of pension funds and other managed fund clients.

Secured dismissal of eight claims, and obtained defense verdict and dismissal of breach of fiduciary duty claim in an additional claim in a matter in which a pension fund sought more than $ 120 million from an investment consulting firm client.

Our clients on the investor side represent a diverse group of investors, including sovereign wealth funds, private wealth advisors, pension plans, university and foundation endowments and family offices.

Our client portfolio encompasses the full range of financial services institutions, including investment and commercial banks, insurance companies, real estate managers, property developers and pension funds.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

Reynolds of Jones Lang LaSalle cites a deal involving a pension fund client.

Moore says expect to see rising stock prices and more joint ventures with institutional partners, of the kind that Inland Western Retail Real Estate Trust Inc. signed with a Morgan Stanley pension fund client last week for the acquisition of up to $ 1 billion worth of shopping centers around the country.

MSREI manages opportunistic and core investment strategies on behalf of its clients, including some of the largest pension funds, sovereign wealth funds and high net worth investors worldwide.

In the week before Spencer Levy was interviewed for this article, for example, he had conversations with multiple clients, including some pension fund advisors, who were in the process of putting together investment vehicles targeting alternative real estate assets.