Sentences with phrase «specific asset management»

Not exact matches

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.
None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all.
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.
These different approaches offer a range of different services and different costs but, depending on the specific option, may provide professional asset allocation, investment management, and ongoing tax management.
RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.
1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annManagement, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annmanagement fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.
^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.
Examining specific needs and how they will be met, it will cover topics such as valuation processes, asset management and the relative merits of developments versus acquisitions.
However, it also saw a «continued excessive reliance» on ORR to force progress on specific safety and asset management issues.
Asset Skills believes the low numbers of people in FM without a specific qualification in facilities management is one of the barriers to raising the profile of the industry and gaining professional recognition.
The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.
IB Asset Management runs these portfolios by managing a firm - owned account that invests in the assets underlying the specific index corresponding to each portfolio.
These net asset values became readily ascertainable insofar as the specific assets consisted of cash and equivalents; investments in marketable securities and performing loans; income - producing real estate; land suitable for development; and intangibles such as mutual fund assets under management.
IB Asset Management replicates the trading in these brokerage accounts in the accounts of clients investing in each specific Asset Allocation portfolio in order to implement its replication - based investment process; and
Specific Exchange Traded Funds (ETFs) are screened and chosen to best represent the target asset class, while also having relatively low management fees and liquidity.
The term for this strategy is purpose - based asset management (PBAM), in which investors subdivide investments and associate each subdivision with a specific purpose (Figure 2).
Vanguard Group has grown at a 21 % annual rate over a forty - year period rising from nowhere to becoming the largest mutual fund complex in the world, with USD 3.2 tn in assets under management and a variety of ETFs which provide both sector - specific and broad exposure to different asset classes.
While people can buy broad - based European funds, such as the Vanguard FTSE Europe ETF, the largest European passive fund with $ 17 billion in assets under management, those who have a specific country view can narrow down by nation.
This liquidity risk is mitigated by (i) provisions in the investment agreements which do not allow discretionary withdrawals and limit an issuer's withdrawal of funds to specific uses outlined in the agreements, and (ii) risk management procedures that require the regular re-evaluation and re-projection of drawdown schedules and the rebalancing of asset cashflows as needed to meet these drawdowns.
Using monthly net returns and assets under management (AUM) for specific (not fund - of - funds) and distinct CTA funds with at least 12 months of returns denominated in U.S. dollars and monthly data required to estimate futures risk factor premiums as available during January 1987 through July 2015, they find that: Keep Reading
Baird's Specialized Asset Management (SAM) team provides customized, comprehensive management for high - net - worth investors with specific oManagement (SAM) team provides customized, comprehensive management for high - net - worth investors with specific omanagement for high - net - worth investors with specific objectives.
With over 700 funds globally across multiple asset classes and strategies and more than US$ 1 trillion in assets under management as of December 31, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views.
Once the asset mix decisions have been made, investment professionals from our Investment Management team are responsible for the selection of the specific securities and relative weightings of the securities that comprise each of our portfolio models.
The management fee often has breakpoints, which means that it declines as assets (in either the specific fund or in the fund family as a whole) increase.
None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all.
«Accurate data for attorney billing rates is hard to come by, so this product will be a powerful asset for law firm management teams to benchmark specific rates based on practice area and region,» said Kevin Iredell, vice president at ALM.
In particular, guardians must prepare and submit forms to the court detailing their specific plans for the personal care of the incapable person, as well as the management of the person's money and assets.
Second, we replaced vague skills like «interpersonal communications» with specific assets like «complex calendar management
Fast - growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full - time opportunities for experienced consultants at the junior through senimanagement consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full - time opportunities for experienced consultants at the junior through seniManagement segments within financial services is growing out their North American team, and has full - time opportunities for experienced consultants at the junior through senior... More
You'll note the jobseeker listed things like «employee management tracking system» and «strategic tactical enterprise asset» to show he knows these specific skills relevant to the administrative field.
The set of skills for this type of a position is specific and there will be fewer jobs available in Facilities and Asset Management at the GS - 13 level.
Aggressively acquired $ 75k in new assets through personal sales and created and implemented strategic campaign plan designed to increase assets under management by specific goals each year, included increased use of referrals, improved training, and motivational techniques.
EXPERIENCE August 2008 — Present Asset Property Management — Kailua, HI Commercial Real Estate Agent • Understand client needs and provide appropriate commercial real estate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up on leads
Responded to requests from end users, managers, developers, and team members for specific IT Software Asset Management data information.
Professional Experience Vision Appraisal Technology (Northborough, MA) 03/2004 — Present Information Technology Analyst -LRB-[Insert Dates in Role]-RRB- • Provide network, desktop, printer, hardware, software, printing, peripherals devices, and application support to front - end users within a data center environment, assisting remote users with network / VPN connectivity issues • Execute various active directory tasks including both adding and deleting users and groups as well as setting up shared areas for controlled data access • Verify the successful back - up of servers as well as the deployment of anti-viral applications and system updates • Perform Oracle DBA tasks, including software installations, patching, backups, and upgrades, while creating Oracle production and cloning environments for testing and software development • Aid in the upgrade, migration, and management of servers, while participating heavily in any infrastructure changes • Maintain hardware asset control inventory as well as provide FTP, website, and intranet administration • Create standard desktop images to decrease software application re-installation time and develop documentation for both installation and back - up procedures • Deploy new desktop and laptop devices to end - users with enterprise applications accommodating specific user job functions
The starting point for the development of any asset - specific capital investment strategy begins with understanding the fund's targeted asset type, age, quality, return expectation, hold period, cost of capital, finance availability, capital reserve requirements / limitations, portfolio management approach and exit strategy.
Unlike other commercial real estate assets, the management and operation of a seniors housing community requires significant amounts of oversight and sector - specific experience.
Lenders might also deal with entire real estate portfolios or operate thousands of miles away from a specific asset, so property managers must be able to offer capabilities ranging from capital markets research to valuation to leasing to construction management, says Steven M. Ring, city leader for Northern California corporate occupier and investor services with Cushman & Wakefield.
Every bank, asset management company, credit union, or hedge fund has specific requirements.
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