Sentences with phrase «other alternative asset»

Holding stocks, bonds and mutual funds inside a retirement plan is very different from investing in real estate or some other alternative asset.

Founded by CEO Robert J. Finlay, the company operates a portfolio of subsidiary businesses that provide a host of services, including investor management, fundraising, CMBS research and underwriting, defeasance, crowdfunding, marketing and other alternative asset management services.

Van Zyl, previously with SJ Berwin, advises private equity and other alternative asset fund managers, institutional investors, and investment advisers.

Asset Management: While Record only manages currency risk, it enjoys the same advantages as other alternative asset managers.

It is also expected to account for an even greater share of the total industry revenue, this is because they require higher fees than those charged by hedge funds and declining popularity of other alternative asset vehicles in the aftermath of the subprime mortgage crisis.

Meanwhile, trade in other alternative assets — such as fine art, wine and potentially, RVs — is less liquid, but has been favored by some as a hedge against volatility in the markets.

Not exact matches

Other than real estate, which has higher yields and can act as a diversifier, Turnbull won't hold any sector or alternative - asset ETFs.

However, other kinds of financial firms are assessing whether Paris could be a good alternative to London, including the world's largest asset management firm BlackRock.

«The reporting persons intend to have conversations with members of the issuer's management to discuss strategic alternatives which may enhance shareholder value, including, among other things, asset sales or potential corporate restructuring.

There are also alternative asset classes such as real estate, artwork, stamps and other tradable collectibles.

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

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.

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

Additionally, alternative investments historically have lower correlations to traditional assets like equities and fixed - income securities than some other asset classes do.

As I continue to build more wealth I am planning to pursue other diversification opportunities (those mysterious assets and alternative classes the wealthy may or may not make money on!).

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.

This is a natural response from governments to a new medium of exchange, which could end up competing with their own legal tender, commodities and other assets as a store of value and alternative method... Read more»

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Even when things in the alternative space go wrong, they tend to do so at times when at least some other assets are doing well.

Overall, we believe equities remain attractive as an asset class, especially in comparison to other alternatives.

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.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

From day one, we handled dollars, Euros, Pounds, other alternative digital assets — they're just in a centralized, different form.

However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.

For one thing, it suggests that productive capacity in these countries will wane; real estate, stocks, and other financial assets will increasingly be sold or exchanged for safer alternatives; and social costs will rise, whether they are affordable or not.

The other speakers were Maura Harris, a Senior Vice President at The Permal Group; Nicole M. Tortarolo, an Executive Director at UBS A.G.; and David Warsoff, Executive Director at J.P. Morgan Alternative Asset Management.

The majority of my assets are in low - fee index funds but I've recently begun diversifying into real estate and am considering several other alternative investments including an investment in a couple Search Funds.

As an intern, you will have the opportunity to work on a wide variety of matters such as: appropriations, fiscal law and financial management; acquisitions, financial assistance and public private partnerships; innovative financing; real property and asset management; information technology investment and capital planning; employee ethical conduct, conflicts of interest and political activities; equal employment opportunity and other civil rights matters; Federal personnel and employment; and alternative dispute resolution.

Cash alternatives: Cash alternatives (or short - term instruments) offer a lower potential for growth than other types of assets but are the least volatile.

When risky assets get very correlated with each other, and the only alternative game to play is buying high quality bonds, it is an unstable situation that portends lower risky asset prices.

The Offer is conditioned upon, among other things, (i) the Nominees being elected to the Board at the Special Meeting or otherwise being appointed to, and constituting a majority of, the members of the Board, (ii) the Board redeeming the «poison pill,» or our being satisfied in our reasonable discretion that the «poison pill» is otherwise inapplicable to the Offer, the BVF Group or any affiliates or associates of the BVF Group, and (iii) Avigen not having authorized, recommended, proposed, announced its intent to enter into or entered into an agreement with respect to or effected any merger, consolidation, liquidation, dissolution, business combination, acquisition of assets, disposition of assets, alternative strategy or relinquishment of any material contract or other right of Avigen or any comparable event or capital depleting transaction not in the ordinary course of business.

The tender offer is conditioned upon, among other things, (i) the BVF Nominees being elected to Avigen's board of directors at a special meeting of stockholders called for that purpose, or otherwise appointed, and constituting a majority of directors on Avigen's board, (ii) the Avigen board redeeming the poison pill rights issued and outstanding under Avigen's Poison Pill Rights Plan, or the Purchaser being satisfied in its reasonable discretion that the Poison Pill Rights are otherwise inapplicable to this tender offer, the Purchaser or any affiliate or associate of the Purchaser and (iii) Avigen not having authorized, recommended, proposed, announced its intent to enter into or entered into an agreement with respect to or effected any merger, consolidation, liquidation, dissolution, business combination, acquisition of assets, disposition of assets, alternative strategy or relinquishment of any material contract or other right of Avigen or any comparable event or capital depleting transaction not in the ordinary course of business.

Particularly, in a situation such as that which exists today, where the shadow banking system responsible for much of the last few years of credit expansion is now dramatically contracting outside any possible control of the central banking authorities, there is no alternative but deflationary collapse with a concomitant moon shot in the value of the world's reserve currency v. all other asset classes.

Liquid alternatives can be a useful addition to any portfolio whether an investor is seeking a leveraged strategy to boost profits, a way to reduce risk and hedge against downside movement, or gain access to other assets like commodities.

Liquid alternatives can be a useful addition for any portfolio whether an investor is seeking a leveraged strategy to boost profits, trying to reduce risk and hedge against downside movement, or trying to gain access to other asset classes like commodities.

The other panelists will consider some more advanced strategies, including adding alternative asset classes to traditional stock - bond portfolios.

An alternative view - I hope you and other readers will call out any holes in my reasoning: - Bubbles tend to be created when the price people are willing to pay become disconnected from the value of the underlying assets.

A carefully constructed alternative portfolio will have assets that are minimally correlated to each other and to the stock market as a whole.

The Och - Ziff Funds segment provides asset management services to its multi-strategy funds, dedicated credit funds and other alternative investment vehicles.

The other alternative is to increase your income by getting some short term work or selling a non-income producing asset such as your vacation property.

«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.»

According to Barclay Hedge, one of the oldest and most respected providers of alternative investment data, out of the total $ 1.78 trillion invested in alternative investment strategies Managed futures is now # 1 surpassing all other investment strategies based on assets under management.

The table below displays the amount and weight percentage of net assets for all Alternative Funds allocated to other asset classes besides equity and fixed income.

Chapter 15 — Implications for Investors # 6 — Alternative Asset Types In this chapter we look at the issues and costs of the other key asset classes apart from equities and cash, ie, bonds and commodiAsset Types In this chapter we look at the issues and costs of the other key asset classes apart from equities and cash, ie, bonds and commodiasset classes apart from equities and cash, ie, bonds and commodities.

This is an alternative to having to spend available business capital or liquidate other assets.

The other two funds (Alternatives Completion Fund, XAL and Global Completion Fund, XGC) provide the «explore» part of the portfolio by capturing alternative assets.

In Argo's case, I address the slippage in AUM in the past couple of years by: i) haircutting my valuation of the asset management business to 3.75 % of AUM (if AUM were increasing steadily & incentive fees being earned, a valuation of 7.5 % or even 10 % of AUM wdn't be unreasonable, considering Argo's fee structure, and ii) calling for more resources to be devoted to fund - raising, and other alternative revenue / fee sources (for example, like white - label & sub-advisory contracts) to be explored — see here: https://wexboy.wordpress.com/2012/11/16/argo-escape-from-an-evil-state/

I meant to write real estate is the only other «alternative» asset class in the portfolio.