Sentences with phrase «public equity portfolios»

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Massachusetts Securities Division, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

As you might already surmise I do not take the position that one can EXPECT double digit returns over time from a diversified public equity portfolio.

Not exact matches

DBL Investors A spinoff of J.P. Morgan, DBL has become one of the nation's top impact investors, thanks to its $ 75 million Bay Area Equity Fund I. (Among DBL's portfolio firms is Tesla, the electric - car company that went public last June.)

BlackRock and Neuberger Berman Group are among firms that California Public Employees» Retirement System, the largest U.S. pension fund, might look to partner with as it seeks help to manage its $ 40 billion private equity portfolio, people familiar with the matter said last month.

• Superion, a portfolio company of Vista Equity Partners, acquired Public Safety Corporation, a Waldorf, M.D. - based provider of false alarm tracking.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

Mr. Garland and his team are responsible for developing and implementing the Funds» active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices, and advocating for regulatory reforms to protect investors and strengthen shareholder rights.

Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Co., LLC, an investment adviser that managed public and private equity hedge fund portfolios.

There are new offerings, like Calvert Foundation's Women Investing in Women Initiative for fixed income and the PAX Ellevate Global Women's Index Fund or Morgan Stanley's Parity Portfolio for public equities, and initiatives like The Women Effect bringing a new community together to accelerate deployment of interested capital into gender - lens investment opportunities.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

Education Resource Strategies and Center for Collaborative Education explore the question of how Boston Public Schools can strengthen and support autonomy and accountability across its portfolio to promote innovation for equity and high performance.

It manages a diverse portfolio covering all major markets world - wide, including a range of private and public equities, government and company bonds, property investments and various derivative instruments.

Gargoyle has calculated the active share of the equity portion of the portfolio but is legally constrained from making that information public.

The private equity portfolio is quite mature and 50 % of fair value is publicly traded and other 28 % has filed S - 1 registration statements with the SEC making it likely that those companies will go public soon as well.

The TAVF approach is the same as that followed by private companies not seeking access to public markets for equities; businessmen seeking favorable tax attributes so that they can create wealth on a tax - sheltered basis; most creditors; and all investors who seek in the management of their own portfolios to maximize total return, rather than just invest for interest income and dividend income.

Within the return - seeking portfolio, which provided 52 per cent of the fund's income, public equities returned 14.8 per cent and private equities returned 19.6 per cent on a currency hedged basis.

If an investor holds a portfolio with a 100 % allocation of public equities, he can sell some of his stock to purchase precious metals, thus balancing his portfolio from volatility.

As you consider migrating your public equity holdings away from traditional active management to smart beta, two portfolio construction questions come to the fore: which smart beta strategies should you include, and how should you manage those strategy allocations through time?

«For M&A, we mainly represent private equity companies and their portfolio companies although there's a little bit of work for public companies.

Ms. Suzuki works on a wide variety of transactions involving private equity sponsors and their portfolio companies, as well as public and private companies.

We represent private equity and leveraged buyout firms of all sizes in connection with acquisitions, divestitures and restructurings of their portfolio investments, including structuring the transaction and preparation and negotiation of documentation, exit transactions, including initial and follow - on public offerings, going private transactions and other mergers and acquisitions transactions.

Her main areas of practice include public and private mergers and acquisitions, loan portfolio sales, corporate restructurings and joint ventures as well as equity capital market transactions.

Rodrigo advises and counsels public and private companies as well as private equity firms and their portfolio companies in a wide range of transactions including acquisitions, full sales,...

Advising large private equity firms, their portfolio companies, and public companies on the separation of senior professionals determined to have engaged in sexual misconduct and on the negotiation and drafting of the related separation agreements

The German offices offer clients a broad array of legal services, including corporate / M & A, emerging growth and venture capital, private equity, investment management, banking (including banking regulation law) and complex financings, insolvency and restructuring, real estate, telecoms, media and technology (TMT), IP (including IP litigation, IP procurement and portfolio management), IT, public procurement, antitrust and trade, tax, private clients, employment, (international) dispute resolution, including complex commercial litigation and disputes, and equipment leasing.

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

Accounted for the University's Public Equity and Multi Strategy portfolios, including analysis of monthly and quarterly investment valuations and ensuring proper treatment of cash flows.

Equity One Inc. has grown to become a safe, reliable REIT in its eight years as a public company through a straightforward strategy of looking for portfolio deals in its core markets, especially in and around Florida.

I run an investment portfolio of primarily public and private equity investments in Topeka, KS (66614, 66604).

The four major REITs — Public Storage, Extra Space Storage, CubeSmart and Sovran Self Storage — are able to take down the large deals of more than $ 75 million, but there are aggressive bidding wars by private equity for the smaller portfolios, Boorstein says.

In order to build a diversified portfolio of CPP assets, CPPIB invests in public equities, private equities, real estate, infrastructure and fixed income instruments.

Investments included individual assets, large portfolios, buyouts, and public and private debt and equity securities.