Sentences with phrase «portfolio company clients»

We were «commended» for our portfolio management team's work with Intralinks to create an ongoing live data room for portfolio company clients.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Ellis and partner Nikolay Djibankov use a strategy called Gender Lens Investment, which targets companies with at least three women on their boards of directors, in the creation of a so - called «parity portfolio» for clients.

Not only does it represent a potential conflict every time an advisor builds a portfolio for his clients, it also recalls some of the worst practices of the brokerage model - like «shelf space» fees wherein a mutual fund company engages in a payola of sorts to make it onto a brokerage firm's platform or «recommended list.»

Wealthsimple's software automatically constructs and rebalances portfolios for clients; the company aims to shake up the advisory industry with its low - fee model.

«We are working with clients who want to exclude from their portfolios weapons manufacturers or other companies that don't align with their values,» BlackRock spokesman Ed Sweeney told CNBC.

InGenesis» client portfolio includes approximately half of Fortune 500 companies and the nation's leading healthcare, pharma, and research entities.

«We are working with clients who want to exclude from their portfolios weapons manufacturers or other companies that don't align with their values,» he said.

We provide a single point of contact, capable of leveraging the GRS Group portfolio of companies and delivering customized solutions to assist our clients in achieving their investment goals.

As interest rates rise, RIAs should be giving a serious look at fee - based annuities as client bond portfolios lose value, according to some insurance company managers.

Combining investment research and portfolio management with direct client relationships, Mr. Roberts also served as the firm's Chief Compliance Officer from 2004 - 2016 and represents KF investors as a director or observer on the boards of several private venture companies.

KKR Capital Markets (KCM) supports our firm, portfolio companies, and clients by providing tailored capital markets advice and developing and implementing both traditional and nontraditional capital solutions for investments and companies seeking financing.

The Morningstar software aims to aid financial advisors in targeting «unintended overexposure across multiple client portfolios managed at advisors» discretion,» the company explained.

Align's portfolios aim to deliver the same risk / return profiles with globally diversified approaches, investing in companies that are more aligned with a client's values while avoiding companies that are potentially harmful to the environment and society.

«This new service will allow our clients to identify at a glance those companies in a portfolio with a pending meeting that might pose above - normal ESG risk,» said Katherine Rabin, Chief Executive Officer of Glass Lewis.

«Increasingly, our clients want to better understand how their portfolio companies are managing their ESG risk,» said Glass Lewis chief executive officer, Katherine Rabin.

Also you can research either Harris & Harris Group (TINY) or its portfolio of companies as well as its microcap cousin Advance Nanotech (AVMA) and of course client Dais Analytic (DLYT).

SourceNet's client portfolio included leading Fortune 1000 companies including AT&T Wireless, TXU Energy Services, BNSF, Cemex, Rite Aid, Intersil, Unilever, Doane Pet Care, Tenneco Automotive, and Service Corporation International (SCI).

We have conducted more than 1,000 sales searches over the past three years for clients that span large multinationals, private equity firms and their portfolio companies, emerging companies, and nonprofit organizations.

Martin Bergin: President of DUNN Capital Management, LLC Mike Harris: President of Campbell & Company Larry Kissko: Client Portfolio Manager...

The Fund will draw from a strong portfolio of MaRS client companies that target the large and growing global cleantech market, and will co-invest with angels and other institutional funds, including the Investment Accelerator Fund (IAF), Ontario's seed stage investment fund.

The SEC charged that the investment adviser and its principals failed to disclose conflicts of interest to clients and made statements to investors that omitted material information regarding consulting payments to an affiliate and incentive payments to certain adviser employees from a private equity portfolio company.

As a patent attorney, his practice focuses on patent preparation and prosecution in a wide variety of mechanical, electrical and computer arts, as well as opinions and IP portfolio counseling, for clients ranging from Fortune 500 companies to start - ups.

For clients who desire both current income and opportunity for growth, our core portfolio focuses on the strongest companies which are committed to increasing shareholder wealth through the growth of dividends over time.

For example, if PFG's clients need to add SKUs to its brand portfolio, the company is always willing to look at the opportunity, Sanelli says.

Serving more than 15,000 clients in over 100 countries with a market - leading portfolio of testing, inspection, certification and consulting services, the Global ID Group helps companies navigate an increasingly regulated global food economy demanding higher levels of transparency, accountability, safety and sustainability.

Realizing that establishing a portfolio of clients would take time, Hillis secured freelance work to supplement her income as she established her company.

Source: Lincoln Press Release is on Page 2 Elegant Aviator SUV Previews Lincoln's Next Act With Power, Technology, And Plug - In Hybrid Option Aviator preview embodies Lincoln's future as the brand moves toward a portfolio of more utilities highlighting beauty and elegance and offering Lincoln's quietest, smoothest drive yet Three - row, rear - wheel - drive Aviator marks the first time Lincoln will offer a plug - in hybrid model that is capable of using its twin - turbocharged engine if needed — easing range anxiety Owners will be able to use their smartphone as a key when Lincoln debuts the Phone as a Key technology on the production model of Aviator, allowing clients to lock and unlock the vehicle, open its trunk and, most importantly, start and drive it — no smart key fob necessary NEW YORK, March 28, 2018 — Aviator glides into New York this week, offering a preview of The Lincoln Motor Company's newest vehicle along with a glimpse into the brand's future, which is moving toward a broader portfolio of utilities and electrification in conjunction with effortless services.

«Microsoft will be this year the first company on the planet to have a consistent UI from the smart phone to the tablet to the slate, to the reader to the rich client and to the TV with our Metro UI,» said Turner, before also adding, «We know the power of getting that consistent user experience is something our whole product portfolio will benefit from.»

The company's portfolio includes clients such as Vol Retail and Weltbilde, who is the largest EU book retailer.

Hylland Capital Management clients now have access to some of the best ETFs from companies like AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares by Invesco, ProShares, State Street Global Advisors, and WisdomTree.

Though the portfolio that I manage for clients has an above average dividend yield, I do not look for dividend yields; I look for solid companies, and the dividend yields find me.

Here are a few names you can expect to hear from if you are consistently late in paying your bills: Rocket Receivables, Encore Capital Group, Altus GTS Inc., Client Services, afni, First Source Advantage, Expert Global Solutions, Progressive Financial Services, Nationwide Credit & Collection, Regional Finance, IC System, National Asset Recovery Service, Enhanced Recovery Company, Alliance One, Portfolio Recovery Service, and ABC Financial Services.

«The Company ensures that losses will never exceed the total available funds across the Client's FXTM trading portfolio (negative balance protection),» the broker said in a notice to customers.

This is the eighth private student loan portfolio client for ReliaMax, and the company currently insures over $ 2.6 billion in private student loans.

The common stocks of the companies we select for client portfolios are those of exceptional businesses, of which only a select number of public companies qualify.

In addition, Alpholio ™ offers dedicated web services to financial institutions, such as full - service or discount brokerage houses, exchange - traded product companies, index fund firms, etc. that would like to provide fund and portfolio analysis services to their clients through their own websites.

IB Asset Management constructs and manages this portfolio based on data obtained pursuant to a licensing agreement with the Frank Russell Company and remits a portion of the management fees charged to clients for investments in this portfolio to Russell.

The company says that 35 % of its clients have at least one of their accounts in one of the company's three risk - weighted SRI portfolios.

Developed by State Street Global Exchange, State Street's data and analytics business, ESGX will provide clients with a web platform through which they can assess ESG factor exposure in their portfolios, such as a company's carbon footprint, the type of labor used in a supply chain, and board diversity statistics.

He began his career in the investment industry as a Portfolio Associate with Index Fund Advisors, Inc., and rose within the Portfolio Management department to spearhead current and prospective client analyses, as well as in - depth looks at mutual fund company products.

Morningstar concludes that, conceptually, «clean share classes would simply charge clients for managing their money (and other associated expenses) without indirect payments — fees charged to investors by the fund company that they in turn send to an affiliate or third party for services other than managing a portfolio of stocks or bonds.»

I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2 - 4 of my ~ 35 companies, and buy a similar number of new companies.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Ryan was hired, and within four years, his investment success led to his appointment as the youngest vice-president of the company, with responsibilities as a portfolio manager and as O'Neil's direct assistant in stock selection or institutional clients» — Jack Schwager

To make the asset allocation process easier for clients, many investment companies create a series of model portfolios, each comprising different proportions of asset classes.

There was a division of labor — credit analysts would opine on the likelihood of whether a company was «money good,» and portfolio managers would try to decide relative value, analyze structure issues, and figure out whether the bond fit client needs.

For a mutual fund company, Steadyhand takes an unconventional approach by offering low - cost funds, co-investing along with clients, hiring portfolio managers who make concentrated bets on their «best ideas», behaving like part - owners of businesses and promising to close its funds to new investors when the fund gets too large.

Early in 2007, a prospective client informed me that he would not be placing his $ 1,000,000 portfolio with my company, Pacific Park Financial.

The company says Tax - Coordinated Portfolio can increase annual after - tax returns by an average of 0.48 %, though the strategy works only for clients who have both taxable and tax - advantaged retirement accounts at Betterment.