Sentences with phrase «portfolio under our management»

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

Private counsel firms charge fees that decline as the total portfolio under management increases.

Our intuitive platform and advanced technology and investment strategy will intelligently adjust any portfolio under our management to acknowledge and address changing economic situations.

The hotel opened in 2004 and will be added to the Meliá Hotels International portfolio under a management agreement and will begin operations in summer 2012 under the Sol Hotels resort brand, joining the other Sol Hotels resorts in the area.

Not exact matches

Glazer, a portfolio manager with $ 2.5 billion in assets under management, believes some of the biggest tech names are in a danger zone.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

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»).

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

Imagine you were with a traditional wealth advisor paying 1.5 % — 3 % of your assets under management in fees each year, only to see your investment portfolio drastically underperform your target benchmarks.

But no matter how much your portfolio turns over with an RIA, the firm gets paid a fixed percentage of assets under management.

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management atManagement, L.P., an alternative asset management firm with $ 12 billion of assets under management atmanagement firm with $ 12 billion of assets under management atmanagement at the time.

Smart beta ETF investors seem to ignore empirical evidence Excess returns from smart beta are substantially different from factor returns Smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Assets under management in smart beta products surpassed $ 1 trillion in

The ideal portfolio optimization algorithm perfectly balances trading costs, instruments, asset classes, factor exposure (but only when needed), strategies, and does it all under constraints imposed by risk management.

Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee - paying and non-fee-paying portfolios.

Under the circumstances, VCs expect empathy from portfolio management teams, yet they may forget that the shoe is on the other foot in their interactions with LPs.

BlackRock Financial Management, Inc. will manage the portfolio under guidelines established by the New York Fed designed to minimize disruption to financial markets and maximize recovery value.

«We saw total average deposit growth; loan growth in our residential mortgage, credit card and subscription finance portfolios; as well as higher assets under management in Wealth and Investment Managememanagement in Wealth and Investment ManagementManagement.»

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

With more than 100 funds and over $ 320 billion in assets under management1, Charles Schwab Investment Management is committed to providing investment professionals a diverse selection of foundational products for client portfolios.

CoinLion empowers investors of digital currencies to exchange and trade under one portfolio management platform while providing market research and analytics to enable the execution of smart, controlled, and disciplined trading strategies.

Filed under: ETFs, Mutual Funds, Wealth Management Tags: bonds, diversified, etf, etfs, low cost, portfolio, stocks, tips, transparent

Prior to this, Himanshu worked as a portfolio manager in India's largest financial services company, Kotak Securities, with assets of over US$ 400 million under management.

You'll get the benefit of a senior financial advisor, a customized financial plan, ongoing portfolio management, and more — all for an annual cost of no more than 0.30 % of your assets under management.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

The Merrill Lynch Global Fund Managers Survey that surveys roughly 200 panelists with a total of approximately $ 600 billion in assets under management about market outlooks and broad portfolio positioning.

In 1995 I started Daruma with zero assets under management, but with a clear goal: to build an investment firm where the business of money management would never interfere with my calling as a portfolio manager.

The three portfolios are constructed by the firm's PMC group's QRG division, which has more than $ 1 billion in total assets under management.

«At the moment the market really likes management teams that under - promise and over-deliver,» said Andrew Mitchell, portfolio manager with Ophir Asset Mmanagement teams that under - promise and over-deliver,» said Andrew Mitchell, portfolio manager with Ophir Asset ManagementManagement.

The new Jensen Meat Co. is building on past successes under new ownership, new executive management, a new business philosophy and new brand revitalization program — plus its portfolio of high - quality products are now being manufactured in a new processing plant in San Diego near the US - Mexico border.

«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under mmanagement at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under mManagement, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under managementmanagement.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

Under the guidance of Jackson National Asset Management (JNAM †), Asset Allocation portfolios contain the individual benefits of Elite Access Advisory in preconfigured, expertly constructed investments that are subject to a systematic due diligence process and continuous portfolio monitoring.

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETFs.

I will not ruin your day by telling you that in many firms today the analysts and portfolio managers regularly reinvent a new rational, especially when compensation is tied to invested assets under management.

These brokers will also have an incentive to perform well because if your portfolio performs assets under management increase, meaning they make more for managing them.

He was also a portfolio manager and global head of derivatives advisory for one of the largest mutual fund companies in Canada, where he managed two funds with assets under management in excess of $ 3 billion.

If an advisor puts them into a assets under management fee - based portfolio, they are probably going to underperform the person who just went to Edward Jones and paid the load for ICA.

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

A balanced portfolio of e-Series funds will have a management expense ratio (MER) well under 0.50 %.

(3) Do not agree to pay unless it is based on a flat fee, not a percentage of your portfolio's value, aka «assets under management» (AUM).

IGM FINANCIAL INC. $ 37 (Toronto symbol IGM; Conservative Growth Portfolio, Finance sector; Shares outstanding: 240.6 million; Market cap: $ 8.9 billion; Price - to - sales ratio: 2.7; Dividend yield: 6.1 %; TSINetwork Rating: Above Average; www.igmfinancial.com) had $ 155.8 billion in assets under management as of March 31, 2018.

In sum, under current management the Fidelity International Capital Appreciation Fund could be effectively replaced by a fixed - weight portfolio of just three ETFs.

Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives.

In sum, under current management the AllianzGI NFJ Mid-Cap Value Fund underperformed its benchmark ETF and added little value over its reference ETF portfolio.

He recommended stocks for five portfolios, which collectively had more than $ 5 billion under management.

As of May 25, 2012, the largest three ETFs within this ETFs portfolio were bond funds, which made up nearly 32 % of all assets under management.

One of the more outrageous things I've ever heard is my long - ago investment adviser informing me that he would charge 5 % of assets under management to suggest mutual funds for my retirement portfolio.

Filed Under: Investing Tagged With: Asset Allocation, Diversification, Investment Management, Personal Capital, Portfolio, Portfolio Allocation, Rebalancing Investments, Your Portfolio Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.