Sentences with phrase «pension plan managers»

These risks and responsibilities were previously carried out by disciplined and talented pension plan managers.

Canada has several world - class pension plan managers.

Taking a lump sum makes sense if you're financially savvy enough to invest more successfully than the pension plan managers, but few people are in this camp.

Ivanhoé, the real estate investment arm of pension plan manager Caisse de dépôt et placement du Québec, has been most successful in buying properties in New York, and now has more than 5.5 million - square - feet of the city's real estate in its portfolio, says Adam Adamakakis, executive vice president of US Investments at Ivanhoé.

And if the most recent bid of Ivanhoé, the real estate investment arm of pension plan manager Caisse de dépôt et placement du Québec, is any indication, then 2015 is poised to be another hot year for real estate deals in the U.S.

Not exact matches

Fees paid to outside advisers and fund managers have dragged down many pension plans» performance — which is one reason Teachers cuts outsiders out of its process.

MSCI Indexes with Fair Value Pricing help fund managers, pension plans and consultants explain the artificial tracking error between a fund's fair value adjusted NAV and an MSCI index calculated using closing prices.

Before joining Merrill Lynch in 1999, Ms. Patterson held a number of senior positions with several leading organizations including Goldman Sachs Canada, where she was National Sales Manager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio mManager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio managermanager.

This enables corporate managers to threaten bankruptcy of their pension plans or entire companies, General Motors - style, if labor unions do not renegotiate their pension contracts downward.

Managers of major pension plans understand how to do this.

Absent an exemption, if a pension plan subject to ERISA is a limited partner in a venture fund, then all of the venture fund's assets are subject to regulations that require the venture fund assets to be held in trust, prohibit certain transactions and place fiduciary duties on fund managers.

At this summit, you will meet and network with 200 + senior - level representatives from private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, asset managers, owners, and developers.

Before joining Alignvest, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers» Pension Plan.

For many years, managers of defined benefit pension plans have recognized that non-traditional or «alternative» investments...

Daniel Loeb, Paul Singer and dozens of other hedge - fund managers have poured millions of dollars into promoting charter schools in New York City and into groups that want to revamp pension plans for government workers, including teachers.

We recognise that the additional governance burden that comes with monitoring active managers against their objectives can be challenging for pension plans, but this can be appropriately managed by the right investment partner.

It would be overseen by a pension board and operated by the same kind of experienced pension managers who oversee large public plans now.

One of the great things about DB pension plans is you don't need to make decisions about how to invest: that job is handled by a professional money manager.

The pension plan has made initial investments of as much as $ 250 million each in five startups and young hedge funds under its Emerging Managers Program

«Having a LIRA allows you to become the steward of your own pension plan,» says portfolio manager Adrian Mastracci, president of Vancouver - based KCM Wealth Management Inc, adding that specific terms and conditions vary by province.

Finance professionals served by Alpholio ™ are financial advisors and planners, pension fund managers, college endowment managers, mutual fund managers, family office managers, fund of funds managers, securities brokers, retirement plan sponsors, etc..

This is because you are in control of your own destiny, and not hoping that the government, an employer pension plan or a mutual fund manager would support you.

Prior to joining Sun Life Assurance Company of Canada in 2013, he had roles at a major Canadian pension plan implementing and managing its credit long / short strategy and then as Trader / Portfolio Manager in its Global Capital Markets division.

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.

Alta says managers of university endowments, public pension systems, and corporate defined benefit plans have historically utilized lower - correlated alternative investments to improve the risk - adjusted returns of their portfolios.

Institutional investors, such as pension plans, money managers and mutual funds, are purchasing BABs due to their long term nature and for situations where they do not need tax - exempt income.

Although they might restrict foreign currency and interest rate exposure, Canadian retirement and pension plan sponsors no longer will require their bond managers to restrict their portfolios to Canadian issuers.

For the practical and investment policy reasons of liquidity and implementation, we think it is likely that pension plans and their investment managers will invest in the Canadian dollar issues of foreign issuers.

Yet retail investors can learn a lot from the smart money like the managers of the Healthcare of Ontario Pension Plan.

As the managers write, «increases and decreases in the Plan's pension liabilities are offset by gains and losses on the Liability Hedge Portfolio.»

Please insert the phrases «money manager,» «hedge fund,» «large pension plan,» and «underperformance» at will throughout this piece.

SEI has been serving defined benefit (DB) pension plans since the 1980s and started its manager of managers business in the»90s.

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 Peruvian private equity fund manager Enfoca SAFI carried out a secondary recapitalization operation for USD 950 million, involving the Canada Pension Plan Investment Board (CPPIB) and Vintage Funds from Goldman Sachs Asset Management LP (GSAM), together with the local pension managers IntPension Plan Investment Board (CPPIB) and Vintage Funds from Goldman Sachs Asset Management LP (GSAM), together with the local pension managers Intpension managers Integra...

Andrew has advised many different participants in pension and benefit arrangements, including plan administrators, employers, boards of directors, trustees, insurance companies, investment managers and plan beneficiaries.

The Peruvian private equity fund manager Enfoca SAFI carried out a secondary recapitalization operation for USD 950 million, involving the Canada Pension Plan Investment Board (CPPIB) and Vintage Funds from Goldman Sachs Asset Management LP (GSAM), together with the local pension managers Integra AFP, Prima AFP and ProfutuPension Plan Investment Board (CPPIB) and Vintage Funds from Goldman Sachs Asset Management LP (GSAM), together with the local pension managers Integra AFP, Prima AFP and Profutupension managers Integra AFP, Prima AFP and Profuturo AFP.

Thanks to Sahil, my Max Life relationship manager who spent a lot of time in understanding my requirements and financials and suggested me the right pension plan.

Expect to be earning $ 40,000 to $ 45,000 in year 1, $ 50,000 to 60,000 in year two and $ 80,000 to $ 120,000 in year three * Training plan includes Induction training, 12 - month development pathway, mentoring scheme, Leadership development, internal and external qualifications * Career progression: Recruitment Consultant > Senior > Principal > Team Lead > Manager > Director * Incentives - bottles of fizz, team nights out, additional annual leave, experience days, social events, award ceremonies, holidays abroad (Rome, USA, South Africa, Amsterdam, Barcelona), Michelin Star lunches with MD & Directors and much more * Flexible benefits scheme with components including car allowance, life assurance, share option scheme, income protection, contributory pension, private medical and dental cover * An adult and enjoyable working environment & culture where you will work with likeminded people and make true friendships * A market leading platform & prestigious brand with huge financial backing * Work with the best clients in the UK.

Expect to be earning # 35,000 to # 45,000 in year 1, # 45,000 to # 55,000 in year two and # 75,000 + in year three * # 5000 end of year bonus for being on target * Training plan includes Induction training, 12 - month development pathway, mentoring scheme, Leadership development, internal and external qualifications * Career progression: Recruitment Consultant > Senior > Principal > Team Lead > Manager > Director * Incentives - bottles of fizz, team nights out, additional annual leave, experience days, social events, award ceremonies, holidays abroad (Rome, USA, South Africa, Amsterdam, Barcelona), Michelin Star lunches with MD & Directors and much more * Flexible benefits scheme with components including car allowance, life assurance, share option scheme, income protection, contributory pension, private medical and dental cover * An adult and enjoyable working environment & culture where you will work with likeminded people and make true friendships * A market leading platform & prestigious brand with huge financial backing * Work with the best clients in the UK.

# 33,000 PER ANNUM, MON — FRI 8AM — 4.30 PM, PENSION, LIFE ASSURANCE, 21 DAYS HOLIDAY PLUS BANK HOLIDAYS, TRAINING AND ONSITE PARKING Multi Skilled Maintenance Engineer Responsibilities: - Carry out routine and planned preventative maintenance on equipment and engineering services as directed by the Manufacturing Manager.

Tags for this Online Resume: defined contribution specialist, defined contribution compliance manager, Qualified Plan Document Consultant, Pension plan consultant, Retirement Plan document Specialist, Qualified plan consultant, Experienced retirement plan comsulPlan Document Consultant, Pension plan consultant, Retirement Plan document Specialist, Qualified plan consultant, Experienced retirement plan comsulplan consultant, Retirement Plan document Specialist, Qualified plan consultant, Experienced retirement plan comsulPlan document Specialist, Qualified plan consultant, Experienced retirement plan comsulplan consultant, Experienced retirement plan comsulplan comsultant

Tags for this Online Resume: Stockbroker, Retirement Accounts, Pension Administration, Investment Securities, Retirement Investing, Retirement Planning, Fund Manager

Job Title: Telephone Business Development Manager Location: Bracknell Salary: Up to 27,000 plus commission structure Benefits: 25 Days holiday Healthcare Life Assurance 4 times salary Pension (contributory) Discretionary bonus scheme Free onsite parking Onsite restaurant Dental plan Health shield Childcare...

KEY DUTIES OF RECRUITMENT CONSULTANT * Managing drivers and being point of contact for resolving issues * Conduct interviews / pre screen and full reference of all drivers * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * Self generate new clients via cold calling and expanding on existing client opportunities * Meet with new and existing clients to account manage and advise of the services available to them * Generate new drivers by way of advertising, social media and networking * Covering out of office calls and demands on a rota requirement * Planning a weekly rota / submitting accurate payroll data / reporting KPI data * Maintaining and increasing daily route allocations — ensuring the customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

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

Tags for this Online Resume: Manager, ERISA compliance, customer service, defined contribution plans, pension plans

The company is owned by OMERS Infrastructure, the infrastructure investment manager of OMERS, the pension plan for Ontario's municipal employees.

In late February, an unnamed public pension plan entered a $ 150 million joint venture with Campus Advantage, an Austin, Texas — based developer and property manager, to acquire student housing properties near universities with high demand for off - campus apartments.

As the most long - standing summit series in the industry, the event will once again gather over 200 exclusively senior - level representatives from the leading real estate private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, real estate asset managers, consultants, and owners and developers.

This includes people from a multitude of industry disciplines including: Academics, Credit Rating Agency Analysts, Foundation Managers, Hedge Fund Managers, Investment Bankers, Investment Management Consultants, Lenders, Mortgage Brokers, Mutual Fund Managers, Pension Plan Sponsors, Private Equity Fund Managers, Registered Investment Advisers, REIT Analysts, Regulators, Research Directors, and Sovereign Fund Managers.