Sentences with phrase «operated asset management»

They operate an asset management business that manages for third - parties, including their joint venture partners, commercial real estate assets throughout the United States primarily leased to financial institutions and affiliated users.

Not exact matches

The financial services holding company operates almost 2,000 financial centers in the U.S., offering banking services, asset management, securities brokerage and mortgage and insurance services.

«The opportunity for Toys is difficult given the amount of leverage it had when it entered bankruptcy, as well as its current operating trends,» said George Schultze, distressed specialist and head of Schultze Asset Management.

«A good percentage of the assets that are operating today will still be operating in 25 years,» said Ian Simm, founder and CEO of Impax Asset Management Group.

Based in Winston - Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services.

In Australia First State operates as Colonial First State Global Asset Management.

Due to the low cost nature of robo advisors, it takes a lot of assets under management to generate revenue and become operating profit positive.

«The essence is that the fiduciaries have operated the plan so as to receive management fees from the investment of plan assets in their own funds, even when the investments are not in the interest of the participants.»

At Trillium Asset Management, Simon Billenness pioneered the use of shareholder engagement of companies operating in countries with repressive regimes.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual basis.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annManagement, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annmanagement fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.

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 Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle - market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions.

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.

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 joining Tocqueville in 2009, Mr. Sellecchia was the Chief Operating Officer of Delafield Asset Management Inc..

«In our search for new stand - alone businesses, the key qualities we seek are durable competitive strengths; able and high - grade management; good returns on the net tangible assets required to operate the business; opportunities for internal growth at attractive returns; and, finally, a sensible purchase price.

The stock was cheap, but the business was so lousy that the management team not only failed to keep it operating, but also lost all of its cash and assets.

Today, IIFL Holdings Limited (Bloomberg Code: IIFL IN, NSE: IIFL, BSE: 532636) is India's leading integrated financial services group with diverse operating businesses, mainly, Non Banking and Housing Finance, Wealth and Asset Management, Financial Advisory and Broking, Mutual Funds and Financial Product Distribution, Investment Banking, Institutional Equities, Realty Broking and Advisory Services.

7:00 p.m. Keynote Address Bruce Flatt, CEO Brookfield Asset Management Topic: «REAL ASSETS: The Place to Be» Takeaways: The real asset industry and where it is headed; value investing in real assets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the busiAsset Management Topic: «REAL ASSETS: The Place to Be» Takeaways: The real asset industry and where it is headed; value investing in real assets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the busASSETS: The Place to Be» Takeaways: The real asset industry and where it is headed; value investing in real assets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the busiasset industry and where it is headed; value investing in real assets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the busassets; Brookfield's competitive advantages of scale, global reach and operating capabilities; and technology and its impact on the business.

Clearwater has US$ 1.4 billion in assets under management and operates five offices across Asia - Pacific and the United States (Hong Kong, Singapore, Seoul, Mumbai, and...

Total Investment Management Division adjusted operating income improved 18.4 % to $ 232 million, driven by higher asset manageManagement Division adjusted operating income improved 18.4 % to $ 232 million, driven by higher asset managementmanagement fees.

This site is designed to tell you more about what we do, our values and how we operate in the world of asset management.

Taken from Google Finance, Primus Guaranty is «a holding company, which conducts business through two operating subsidiaries, Primus Asset Management, Inc. and Primus Financial Products, LLC.

It operates in two divisions, Asset Management and Capital Markets.»

On January 17, 2012, Judge Carol E. Jackson of the U.S. District Court, Eastern District of Missouri granted the SEC's request for emergency injunctive relief (including an asset freeze and appointment of a receiver) against Burton Douglas Morriss as well as several investment management companies and private equity funds operated by Morriss in response to the SEC's complaint alleging that Morriss misappropriated more than $ 9 million in investor assets from 2005 through 2011.

3rd November 2017 - Cboe Global Markets acquires assets of Silexx Financial Systems, a US company that develops and operates a multi-asset order and execution management system for institutional customers

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

From 2005 through 2016, he was a Managing Director at NY based Terrapin Asset Management, LLC, where he was member of the firm's investment and operating committees.

Since then he has operated as an independent fund manager with over $ 130 million in assets under management.

There is no question in the mind of the writer that the two companies operated in a tight partnership, with joint ownership and management of assets.

Following these developments, FCMB Group Plc's operating companies are now divided along three business groups — Commercial and Retail Banking (First City Monument Bank Limited, Credit Direct Limited, FCMB (UK) Limited and FCMB Microfinance Bank Limited); Investment Banking (FCMB Capital Markets Limited and CSL Stockbrokers Limited); and Asset & Wealth Management (Legacy Pension Managers Limited, First City Asset Management Limited and CSL Trustees Limited).

The financial institution assured that, `' barring any unforeseen circumstances, we see improved operating performance in 2018 based on the improving macro-economic and capital markets environment, declining cost of funds for the bank, and the growing contributions of asset and wealth management following last year's acquisitions».

One such lawsuit pertained to Astorino's asset management agreement with the non-profit Sustainable Playland, Inc. to manage and operate the historic amusement park, which is Westchester County owned.

The features offered by the Microsoft solution were considerable: Centralised rollout and provisioning of application software, operating systems, updates, device management, streamlined compliance management, integrity monitoring of clients connected to the corporate network, comprehensive asset management, reporting functionality and more, all from a single console.

The software for asset management should run under the operating system you have installed on the hardware being used.

Capstone Automotive Group, an affiliate of New York - based asset management firm GPB Capital, has acquired a majority stake in Prime Motor Group, which operates dealerships in Massachusetts,... Read more

It operates through the following segments: Student Loan & Guaranty Servicing, Tuition Payment Processing & Campus Commerce, and Asset Generation & Management.

A typical industrial company might have to gross over $ 1 billion to earn that much in operating income, and a typical hedge fund might need more than $ 2 billion in assets under management.

The Fund's investment manager, Templeton Asset Management Ltd., is an indirect, wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a global investment management organization operating as Franklin Templeton InManagement Ltd., is an indirect, wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a global investment management organization operating as Franklin Templeton Inmanagement organization operating as Franklin Templeton Investments.

Presented by: Jay Aizanman, Director of Strategy and Business Development, Desjardins Global Asset Management In this webinar presented by Jay Aizanman of Desjardins Global Asset Management, attendees will learn how to recognize the various features of exchange - traded funds and how they operate to aid the dynamic diversification of one's portfolio.

Vanguard doesn't operate like most asset management firms.

IB Asset Management is part of the Interactive Brokers Group - a global electronic broker that operates in over 120 markets worldwide with more than $ 100 billion in client equity.

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).

Following the close of the transaction, which is expected by yearend, First Asset will continue to operate as a separate business under its current name and under the direction of Barry H. Gordon, the firm's president and CEO, as well as the rest of the First Asset management team.

«With First Asset, we broaden and diversify our lineup of operating businesses and gain a successful firm with a proven management team and high growth potential,» says Stephen A. MacPhail, CI's president and CEO, in a statement.

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketpasset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian mamanagement and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian mamanagement advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketpAsset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian maManagement, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

The average total expense ratio, which encompasses management fees and operating expenses but not brokerage commissions and other trading costs, is 1.33 percent of assets a year for domestic stock funds and 0.97 percent for domestic bond funds, according to Morningstar.

An expense ratio is determined through an annual calculation, where a fund's operating expenses are divided by the average dollar value of its assets under management (AUM).