Sentences with phrase «on institutional asset»

The sale of Voya's annuity business is expected to recast the company into a leaner and more nimble organization focused on institutional asset management, benefits and retirement.

The InvestorForce offering enables us to provide consultants with integrated, daily monitoring, analysis of and reporting on institutional assets.

With more than $ 30 billion in AUM, this Toronto company is mainly focused on institutional assets, and has strong equity, dividend and fixed - income products.

Not exact matches

PE firms revalue their assets only once a quarter, so on the surface it's far tamer than the stock market, a fact that institutional investors appreciate.

With one - on - one interviews and panel discussions led by top journalists from CNBC and Institutional Investor, the 2017 Delivering Alpha conference featured Steven Mnuchin, the 77th United States Secretary of the Treasury; Jamie Dimon, Chairman and Chief Executive Officer, JPMorgan Chase & Co.; Raymond Dalio, Founder, Chairman and Chief Investment Officer, Bridgewater Associates; Julian H. Robertson Jr., Co-Founder, Chairman and Chief Executive Officer, Tiger Management; Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management; and Stephen A. Schwarzman, Chairman, Chief Executive Officer and Co-Founder, The Blackstone Group.

Many lenders are in the game: big banks ($ 10 billion - plus in assets), smaller, regional banks, credit unions, alternative lenders and, increasingly, institutional investors who buy loans on marketplace lending platforms.

While people can buy fractions of Bitcoin in increments of as little as $ 1 on cryptocurrency exchanges, institutional investors have largely been barred from those venues owing to fiduciary and compliance requirements around custody of assets.

Having built Gavekal into one of the most widely respected asset managers in Asia, Louis now manages some $ 1.6 billion in funds and strategies on behalf of institutional and high - net - worth clients at Gavekal.

Commonwealth Bank of Australia, the country's No 2 lender by assets, on Monday said it raised A$ 2.1 billion ($ 1.55 billion) from institutional investors at A$ 78 a share, 9 percent higher than the offer price.

Franklin Templeton Investments is one of the world's largest asset management groups with over US$ 730bn in assets under management on behalf of over 22 million private, professional and institutional investors1.

Franklin Templeton Investments is one of the world's largest asset management groups managing assets on behalf of over 24 million private, professional and institutional investors.

BOSTON (Reuters)- Renaissance Technologies LLC, one of the world's most prominent hedge funds, with roughly $ 27 billion in assets, told investors on Tuesday that it is closing its Renaissance Institutional Futures Fund, because it has not been a hit with investors.

Southeastern Asset Management, another institutional investor, worked with Mr. Icahn on another offer to buy Dell, and also supported an effort by Barington Capital Group, a hedge fund, to shake up the retailer Dillard's.

Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure

The greenhouse gas result was a disappointment for sponsors from the Interfaith Center on Corporate Responsibility, a coalition of investors with $ 100 billion in assets, which had helped rally institutional investor support for the measure.

She's also reported on fintech more broadly in addition to asset management, having previously specialized in institutional investing.

Goldman Sachs is planning to launch a new cryptocurrency market on Wall Street by offering bitcoin futures contracts, a move that could strengthen institutional adoption of digital assets.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

It was determined that after the strategic review process and corresponding significant decrease in the share price on the announcement that Fairfax and other institutional investors were investing in the company through a $ 1 billion private placement of convertible debentures, in lieu of purchasing the company, that the carrying value of the company's assets exceeded their fair value based on the impairment testing performed by management.

Concerns around liquidity, security, counterparty risk and custody of assets have so far prevented institutional investors from buying Bitcoin on decentralized exchanges.

On the other side, institutional clients don't tend to switch asset managers lightly.

A much - noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual «All - America Research Team» eighteen times, and is one of only forty - nine analysts inducted into the Institutional Investor «Hall of Fame».

As of March 31, 2018, MFS manages US $ 482.2 billion in assets on behalf of individual and institutional investors worldwide.

In Québec, assets managed by institutional investors focused on financing social businesses totaled $ 1.4 billion in 2013, an increase of 39 per cent compared to 2010.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

At StormHarbour, he originated and executed innovative and award - winning private equity and structured credit financings on behalf of private investors, institutional asset managers, and companies around the world.

Unfortunately consultants will always push institutional investors toward having more asset classes and fund managers in their portfolios.The more complex the portfolio, the greater the reliance of the confused client on the consultant!

The requests were filed by religious groups linked to the Interfaith Center on Corporate Responsibility, which includes 300 institutional investors that manage $ 400 billion in assets, according to Bloomberg.

We actively make markets on nearly all major exchanges globally, and provide significant scale in over the counter (OTC) trading with large institutional buyers and sellers of crypto assets.

Bitcoin's market cap surged past $ 290 billion on Monday as institutional money flowed into the asset class following the launch of the CBOE futures contract.

The investment vehicle is more likely to appeal to institutional traders and passive investors keen on exploring cryptocurrency without having to buy and sell individual assets or store them in a wallet.

A small but growing number of countries now have legal requirements for institutional investors to report on how their investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel assets and investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37

- Administering the New York State and Local Retirement System for public employees, with more than one million members, retirees and beneficiaries and more than 3,000 employers; - Acting as sole trustee of the $ 129 billion Common Retirement Fund, one of the largest institutional investors in the world; - Maintaining the State's accounting system and administering the State's $ 12.6 billion payroll; - Issuing reports on State finances; - Managing the State's assets and issuing debt; - Reviewing State contracts and payments before they are issued; - Conducting audits of State agencies and public benefit corporations; - Overseeing the fiscal affairs of local governments, including New York City; - Overseeing the Justice Court Fund and the Oil Spill Fund Acting as custodian of more than $ 9 billion in abandoned property and restoring unclaimed funds to their rightful owners;

He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

Kimberlene Matthews, director of Asset Liability Management, PNC Institutional Advisory Solutions, says: «The efficiency gains brought by PFaroe allow us to focus on helping clients develop successful investment strategies and providing excellent client service.

The biggest change is that both institutional and municipal money market funds must move from a stable $ 1.00 price per share to a floating net asset value based on the underlying investments on a daily basis.

In its third annual survey of institutional ETF use, sponsored by BlackRock Asset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fAsset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fasset managers allocate on average more than a quarter of total assets under management to the funds.

1.25 % after waivers for retail shares and 1.05 % for institutional shares, on assets of $ 177 million (as of May 2015).

Eugene Lundrigan to take on additional accountabilities as President, Sun Life Institutional Investments (Canada) Inc. while continuing to head up business strategy for the global asset manager; Heather Wolfe joins team as Senior Managing Director, Head of Business Development and Client Relationships.

«As of that date, institutional prime money - market funds will be required to float their net asset value, based on the market value of the underlying investments,» he warns.

«The ability to know the funded status of our clients» plans on a daily basis will be ever more important as we move into a rising interest rate environment,» says Tom Hooley, managing director of Institutional Asset Advisors at Wells Fargo Institutional Retirement and Trust.

This disparity results from the fact that REITs: 1) often focus on institutional quality assets and markets that have relatively low yields; 2) have corporate overhead costs to cover; and 3) want to avoid the risk of having to lower their dividends in the future — and thus only pay out a conservative level they believe to be sustainable.

Recent financial crises have exposed the shortcomings of the traditional approach to asset allocation and have led an emerging shift, especially among institutional investors, towards dynamic asset allocation, hinged on the diversification across risk factors.

The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.

Tim then joined the Asset Consulting Group of Towers Perrin in 1989 and spent four years there consulting to institutional clients on manager search and asset allocation poAsset Consulting Group of Towers Perrin in 1989 and spent four years there consulting to institutional clients on manager search and asset allocation poasset allocation policy.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

Expenses on the «A» shares run a stiff 1.58 % on assets of $ 1.4 billion, rather below average, while the institutional shares are 25 basis points less.

The loans will be purchased by institutional asset managers instead of individual investors and Upgrade will retain some loans on its own books.

This opportunistic investment strategy is centered primarily on multi-family assets of institutional quality that are sub-institutional in size.