Sentences with phrase «return asset management»

Trading near tangible book value, Goldman offers an attractive price for a business that earns a significant amount of revenue from high return asset management and underwriting and advisory services.

Not exact matches

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

LONDON, April 20 - British emerging markets - focused hedge fund Onslow Capital Management has closed after a long period of low volatility hit returns and assets fell below a sustainable level, it said in a letter to investors.

Besides Mr. Drexler, major (5 % or greater) shareholders in the firm, as of the annual proxy in April, include FMR LLC (which includes the Fidelity Contrafund), Baron Capital Group, BlackRock, and T Rowe Price, all of whom voted in favor of the directors up for election as well as the other management proposals — and Columbia Wanger Asset Management (whose parent Ameriprise, did not return requests for infmanagement proposals — and Columbia Wanger Asset Management (whose parent Ameriprise, did not return requests for infManagement (whose parent Ameriprise, did not return requests for information).

Millennium Wave Investments cooperates in the consulting on and marketing of private and non-private investment offerings with other independent firms such as Altegris Investments; Capital Management Group; Absolute Return Partners, LLP; Fynn Capital; Nicola Wealth Management; and Plexus Asset Management.

Last year, Oaktree could have netted its return on investment on a similar expression of interest in Tribune's assets from Apollo Global Management and real estate billionaire Eli Broad, Doctor noted.

The following may be true of a potential takeover: • the company has fewer than 50 million shares outstanding; • management is dominated by persons near retirement age; • management's record on innovations and improving returns has been poor; • the company owns assets whose market values are potentially higher than those shown on the balance sheet; • outside investors have been steadily buying the stock.

Assets under management in the passive index trackers or exchange traded product (ETP) market in Europe have doubled in size in the last five years, as investors tire of high fees and unpredictable returns.

The first is that active management is important for delivering above - market returns in this environment; the ability and agility to alter a portfolio's asset allocation mix over time can deliver significant benefits.

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

All of these things lead me to believe that Brookfield Asset Management will continue it's record of delivering total returns that outpace the overall stock market, both in Canada and the United States.

Brookfield Asset Management had a net margin of 3.58 % and a return on equity of 2.05 %.

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

Asset owners use our research, data, indexes and multi-asset class risk management tools to determine whether the managers they hire are delivering appropriate risk - adjusted returns.

The individual investor still hasn't returned to the stock market, says Mark A. Boyar of Boyar Asset Management.

Assets under management are updated using ADV forms filed with the federal government and news reports, and returns are factored when sourced to reports from credible news outfits, the HFRI Index and industry analysts.

Using these fWHRs, monthly net - of - fee returns and assets under management of 3,868 associated live and dead hedge funds, and monthly risk factor values during January 1994 through December 2015, they find that:

«In our search for new stand - alone businesses, the key qualities we seek are durable competitive strengths; able and high - grade management; good returns on the net tangible assets required to operate the business; opportunities for internal growth at attractive returns; and, finally, a sensible purchase price.

Write - downs allow management to erase equity from the balance sheet, which inflates any return on asset / capital metric.

Using monthly net - of - fee return and assets under management data for a large sample of hedge funds over the period 1980 - 2006, they conclude that: Keep Reading

In an attempt to cast light on this issue, my colleagues at Plexus Asset Management have updated a previous multi-year comparison of the price - earnings (PE) ratios of the S&P 500 Index (as a measure of stock valuations) and the forward real returns (considering total returns, i.e. capital movements plus dividends).

«RBC GAM's investment approach is characterized by fundamental research and rigorous discipline, along with a focus on risk management and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markemanagement and portfolio construction, all within a team - oriented structure,» said Dan Chornous, chief investment officer, RBC Global Asset Management Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markeManagement Inc. «Habib and his team fit seamlessly with our approach, as demonstrated by their strong investment results and stability of returns, with notably solid performance in down markets.»

He has previously worked for Overlay Asset Management, ABN Amro Asset Management and Fortis Investments as a senior currency manager for a broad range of absolute return, hedge fund and currency overlay mandates.

Prior to Newscape, Charlie spent 17 years at HSBC Global Asset Management as the Head of Absolute Return managing a multi-asset fund range with assets in excess of $ 3 billion.

Active portfolio management implies that astute research and selection will generate extra returns above the asset class market return.

For its new global fund, Sequoia is already trying to attract investors in China, where fund managers are looking to gain from growing sources of capital at wealth management firms, insurers and other large domestic institutional investors that aim to boost returns in alternative assets, the people said.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

Today the practice of seeking long - term competitive financial returns together with positive societal impact represents more than 1 - in - 6 dollars of US assets under management, up from 1 - in - 9 dollars in 2012.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

Write downs allow management to effectively erase equity from the balance sheet and inflate any return on asset / capital metric.

«Buying a company below its historic average or intrinsic value (as that is how low quality businesses will often be valued when they are close to the nadir of their capital cycle) is a good starting point for any investment and has a track record of producing excess long - term returns» Marathon Asset Management

Management has made a priority of selling non-core assets to return capital to shareholders, but the company's prospects for sustainable long - term profit growth in a low - rate environment look increasingly bleak.

The company has sizeable acreage holdings across the U.S., and its management is focused on developing these assets in a cost - effective and high - return manner.

The high capital levels provide a buffer for the relatively low level of profitability, but going forward management must take more steps to drive return on equity and return on assets to more acceptable levels.

The market place and compensation structures encourage asset and revenue growth rather than earnings and returns and management and boards failed to keep this growth in check.

Brought together as part of the Farm Animal Investment Risk & Return (FAIRR) initiative, they include the fund arms of insurer Aviva and Norwegian lender Nordea, asset management groups Boston Common and Impax, several Swedish state pension funds and several other charities and ethical investors.

A prominent Australian fund manager with billions of dollars in assets under management this week reminded Chanticleer of the dangers in backing hero chief executives who deliver stunning returns.

«The other was the Instrument of Ratification of the Memorandum of Understanding (MoU) among the Government of the Federal Republic of Nigeria; the Swiss Federal Council and the International Development Association on the Return, Monitoring and Management of Illegally - Acquired Assets Confiscated by Switzerland and to be Restituted to the Federal Republic of Nigeria.

As we indicated in an earlier statement, the Buhari Administration has so far done very well in asset recovery, asset return and transparent management of returned assets.

According to Adesina, the MoU will ensure the return, monitoring and management of illegally - acquired assets confiscated by Switzerland and to be returned to Nigeria.

«The other was the Instrument of Ratification of the Memorandum of Understanding among the Government of the Federal Republic of Nigeria; the Swiss Federal Council and the International Development Association on the Return, Monitoring and Management of Illegally - Acquired Assets Confiscated by Switzerland and to be Restituted to the Federal Republic of Nigeria.

The study explores a number of constructive and timely topics, including total returns, asset allocation, debt, investment management...

Title Management enables a publisher to maximize the return on investment by leveraging this asset to prepare Title Information Sheets, Sales Tip Sheets, Catalogs, Flyers, B&N Buy Sheets and more.

The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.

All of these things lead me to believe that Brookfield Asset Management will continue it's record of delivering total returns that outpace the overall stock market, both in Canada and the United States.

By adjusting the percentage of asset types as part of your investment portfolio management, you can vary the amount of risk you are exposed to and the potential return on your portfolio.

These management fees come directly from the assets of the funds, so the investor gets a lower return.

All returns are asset weighted, net of all management fees and based on total return.