Sentences with phrase «pension portfolios including»

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

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 manager.

Raymond was also the listed lead portfolio manager for many long - only developed, emerging, and combined portfolios for selected institutional investors, including foundation, corporate pension, municipality, soverign and sub advisory relationships.

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

These skills have enabled him to sign numerous institutional clients for litigation and portfolio monitoring services, including public and private pension plans, investment management firms and sponsored investment vehicles, from both the U.S. and abroad.

3 - is this figure pre income tax I would be keen to see a spreadsheet showing year by year for a retired couple with interest, dividends, S.S. and pension included, as well as capitol gains and ending portfolio values for the life span planned for.

These included asset and portfolio management roles, investment governance, investment activities for merger and acquisitions transactions, and serving on the company's pension plan committees.

Q: When calculating your asset mix can you include a pension as part of your bond / cash holdings in a portfolio with a 60 % equity, 20 % bond and 20 % cash mix?

Products include concierge banking, trust and estate planning, portfolio management, trustee services, and retirement plan services such as 401 (k), 403b, 457, profit sharing and pension plans.

It includes real estate, RRSPs, pension plans, investment portfolios and money in the bank.

These flooring solutions could include Social Security payments, a pension (if so fortunate), bond or stock dividend portfolios, or a transfer of risk annuity income guarantee.

A recent report by Vertias Research on the state of Canadian defined benefit pension plans included a list of companies with pensions portfolios that are the most affected by low interest rates and market volatility.

NIFTY Financial Services — Total Return Index (TRI) has a portfolio of companies under financial services which includes banks, non-banking financial companies (NBFC), housing finance, microfinance, stockbroking & allied services, wealth management, asset reconstruction companies, rating agencies, asset management companies, depositories, pension companies, insurance companies, real estate investment trust (REITs), stock / commodities exchange and other market intermediaries, payment intermediaries, statutory corporations, companies and other bodies in which the government has financial or authoritative interest.

For example, if a drinks distributor had a pension fund for its employees, this could violate the rule if the fund invested in a diversified stock portfolio that included alcohol retailers.

The buy - side on Wall Street, which includes institutional investors like hedge funds, mutual funds, and pension funds, generally builds their portfolios around what a stock will do over the next 12 months.

Senior experience at four SWFs was key but, as well as consulting and board advisory roles, I had managed conventional and quantitative portfolios for over fifty global pension funds, including AT&T, Cargill, DEC, DuPont, Ford, Burmah - Castrol, IBM, John Lewis Partnership, De Beers, Mercedes - Benz, Price Waterhouse, Leyland, Kimberley - Clark, Honeywell, Hackney Council, Rolls - Royce, San Diego County and Hong Kong Hospital Authority.

We have experience representing sellers, purchasers and investors in real estate property including large portfolios of properties, such as financial institutions, REITs, pension funds and offshore investors.

Valuation: disputes and advice about valuations or in situations involving valuation issues, including in relation to properties, other investments, businesses, shareholdings, portfolio assets, pension funds, rent reviews, damages claims, asset disposals, and artworks.

Oliver's experience includes: defending global investment banks in High Court proceedings brought in relation to complex financial products and transactions; acting for an international consulting firm in High Court proceedings brought by the trustees of a pension scheme; acting for a UK financial services provider in relation to a major loss of customer data; acting for an insurer in arbitration proceedings relating to an insurance coverage dispute; acting for a global custody bank on an investigation in relation to client overcharging on asset portfolio transitions; and acting for a UK financial services group in relation to legal and regulatory issues arising from a major misstatement in its published accounts.

We have a long history of acting for both buyers and sellers of all kinds of pensions - related businesses, including SIPP and SSAS providers and portfolios; pensions consultancies; financial advisers; and platform and wealth managers.

The firm's global investment management practice intersects with our securities enforcement and white collar practices in a client portfolio that includes more than 780 venture capital, private equity; hedge and mutual funds; banks and trust companies; insurance companies; pension consultants; accounting firms; trade associations; transfer agents; and other businesses in the investment management sector.

Substantial personal and business assets are often involved with extensive categories of expenses that may include luxury primary residence, second and third homes, businesses with their own assets, investment portfolios, pension plans, private schools, nannies and an affluent lifestyle that must be properly addressed.

Recent cases include asset portfolio over # 4million in properties, company and pension after medium length marriage with children, conduct issues and fair division.

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.

Foreign institutional investors including pension funds, sovereign wealth funds and family offices, are hiring Indian asset management companies to manage their India portfolios.

LISA hosts events to educate institutional investors — state and municipal pension fund managers, among others — that securitized life settlements are safe, non-correlating assets that should be included in a well - diversified portfolio allocation.

So, Rahul in his 40s should include an endowment plan, a pension plan along with a Critical Illness cover into his financial portfolio.

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

Office sales during the last quarter of 2017 included a 19 - building, multi-market portfolio acquisition by the Canada Pension Investment Board and the sale of the 4.2 - million - sq.