Sentences with phrase «under management for»

«This portfolio is indicative of the type of assets that we strive to help banks offload and bring under management for our clients,» said R. Patterson Jackson, CEO of Sabal Financial Group, in a statement.

Ranked # 1 in July 2015 for the number of investment referrals which were converted to assets under management for investments under $ 1,000,000

Read next: Accel London closes $ 475m fund, bringing total funds under management for Europe and Israel to $ 2 billion

The total assets under management for the life insurance arm went up by 26 per cent to Rs 17,157 crore.

As measured by assets under management for life insurance, pensions, investment and general insurance.

This is of key importance for large sectors of the industry, such as asset management, where more than a trillion GBP is under management for EU - based investors, corporate lending, reinsurance and securities trading platforms, to name just a few.

It is rare for outperformance to persist in funds management, particularly as the funds under management for any manager grows.

Many advisors are happy to charge about 1.0 % annually on assets under management for their services.

Sun Life Investment Management includes the investment division of Sun Life Assurance Company of Canada that manages $ 146.1 billion in assets under management for the Sun Life Financial group of companies as of December 31, 2017.

Assets under management for Franklin grew from just over US$ 2 billion in 1982 to more than US$ 40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).

At WealthSimple, clients whose accounts are between $ 5,000 and $ 250,000 pay 0.5 per cent, while WealthBar charges 0.6 per cent of assets under management for accounts between $ 5,000 and $ 150,000.

Flows out of active and into passive funds have topped hundreds of millions in assets under management for multiple years.

There was a huge growth in the assets under management for gold ETFs compared with ETFs in other asset classes.

As of October 31, 2017, the assets under management for the fund are Rs 1,459 crores that has grown manifold from Rs 430.53 crores in 2007.

To put this in perspective, assets under management for mutual funds in Canada were $ 1.3 trillion at the end of April, based on the last month of available data from the Investment Funds Institute of Canada (IFIC).

The surge in flows combined with rallying asset prices has resulted in a 13 % growth rate in ETF assets under management for the industry so far this year.

This brings the total assets under management for our team at Hyde Park Venture Partners to $ 90M.

And with more than $ 300 million now under management for this fund and plenty of free press, it would seem McCann earned its keep, too.

He said «early indications are very positive that this will ultimately be a large source of assets under management for us».

If you choose to utilize the wealth management service, Personal Capital fees are 0.89 % annually on the balance of assets under management for the first $ 1 million.

Capital under management or assets under management refers to the commitments under management for all private equity funds managed by Providence and assets under management for all credit funds and separately managed accounts managed by Providence and its affiliates.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

This year we expanded the list to 100 firms, and ranked them by assets under management for year - end 2014, reported as of March 31, 2015.

The Swiss private bank Julius Baer ended up by more than 1.25 percent, after reporting a 12 percent increase in its assets under management for 2016.

Not exact matches

The company received $ 3 billion from China in 2007 for a 10 percent stake in the company that had $ 368 billion under management as of the end of March.

It's encouraging to hear BlackRock (blk) CEO Larry Fink — whose company's $ 4 trillion of assets under management make it the 800 - pound gorilla in public markets — decry the short - term focus of many investors and call on companies to lay out a «strategic framework for long - term value creation.»

Mortimer J. «Tim» Buckley, Vanguard's chief investment officer, who is leading the latest wave of passive investing that got started under Vanguard's founder and former CEO Jack Bogle, joined CNBC PRO for an educational interview on money management and the evolution of investing.

The brand is throwing everything it has behind the new shoe, and the campaign for the shoe was the biggest and most expensive marketing campaign the brand has ever done for a product, Adrienne Lofton, Under Armour's senior vice president of global brand management, told Fast Company.

In the midst of this, Levi came under criticism for Matrix's management fees and his personal compensation package that, while heading downward, still topped $ 400,000 in 2012.

Still, with $ 6.3 trillion under management, BlackRock's call for companies to do a better job explaining not only their financial performance, but also the societal impact of their business, is a welcome one.

«For example,» says Wolfe, ««I think you have the potential to be a fantastic leader and to have three people work under you... but in order to do that, I think we need to improve upon your time - management skills, your organization skills,» vs. coming at them saying, «You're disorganized.»

Each year, a new crop of students is divided into groups, and each is made responsible for managing a $ 250,000 chunk of the fund's assets under management.

This year's awards are open to all Australian business women that meet the entry criteria in the following categories: * Westpac Group Business Owner Award (owners with a 50 per cent share or more in a business, with responsibility for key management decision making); * Australian Government Private and Corporate Sector Award (employees in the private and corporate sectors, or owners with less than a 50 per cent share of a business); * Hudson Community and Government Award (employees of government departments, statutory bodies and not - for - profit organisations); * Panasonic Young Business Women's Award (women aged 30 years and under, with any of the above criteria).

Dual - class structures can be a good thing for investors if they're set up properly, says Som Seif, founder and CEO of Purpose Investments Inc., a fund manager with more than $ 1 billion in assets under management.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

In a statement provided by 21st Century Fox, founder and executive co-chairman Rupert Murdoch said: «To ensure continuity of all that is best about Fox News and what it stands for, I will take over as Chairman and acting CEO, with the support of our existing management team under Bill Shine, Jay Wallace and Mark Kranz.»

This year, students will participate in weekly reflection sessions under the guidance of world — renowned professor Henry Mintzberg, whose book Managers Not MBAs provides a new framework for management education.

Healthcare Information and Management Systems Society (HIMSS) officials tell Healthcare IT News that, while we can expect to see some major changes to health policy under President Trump (including rollbacks to the Affordable Care Act, aka Obamacare), health IT will continue to get «plenty of airtime in Congress» and could even become an important jobs priority for the incoming president.

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

Passive investment products, including index mutual funds and index ETFs, account for nearly 47 percent of assets under management in U.S. stock funds, Goldman Sachs analyst Alexander Blostein said in a note on Monday.

While this is true and it's always good practice for leaders to teach those working under them, there are things management can learn from their employees, as well.

On a federal level, the Harper government has steered clear of calls for increasing mandatory employee - employer contributions to the CPP in favour of a policy that enables voluntary contributions under professional management.

For the financial year ended March 31, CPPIB had $ 219.1 billion of assets under management, up from $ 183.3 billion a year earlier, with the vast majority of the increase coming from investments.

During the old regime, «you didn't even talk to management,» says Tim Blevins, a press operator who has worked at the plant for 15 years, under the previous ownership and the present one.

Akamai Statement Under the Private Securities Litigation Reform Act The release contains information about future expectations, plans and prospects of Akamai Technologies, Inc.'s management that constitute forward - looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of Under the Private Securities Litigation Reform Act The release contains information about future expectations, plans and prospects of Akamai Technologies, Inc.'s management that constitute forward - looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of under The Private Securities Litigation Reform Act of 1995.

Another key is for management to decide which analytics strategies need to be kept under lock and key.

While a 1 percent fee doesn't sound like a big deal, it means you're paying $ 10,000 for every $ 1 million under management — and you're paying that fee every year for as long as the firm manages your money.

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»).