Sentences with phrase «upon investment management»

It is only meant to be a summary of our agreed upon investment management techniques.

For several years before December 2008, our Portfolio 2 investors had relied upon an investment management firm to manage their investments.

Not exact matches

As a premier global investment management organization, we know that our business is dependent upon having a high performing, committed workforce.

We expand upon the theme in this Investment Outlook, highlighting a study we conducted as well as the research of others to develop a framework for understanding the past, current, and potential future environment for active management.

Phoenix Capital Research, Phoenix Capital Management, Inc and Graham Summers shall not be responsible or have any liability for investment decisions based upon, or the results obtained from, the information provided.

With evergreen funding, capital is provided on a schedule or upon request by the investment team to the management of the company.

It was a smart sports - based investment in a team with a background in success, with consistency in league positioning, with a successful manager, the nucleus of an excellent side and financial security built - upon strong financial management.

Sophia Ruan Gushée is a mother of three who, upon leaving a career in investment management to spend more time with her children, began a journey to build the healthiest and safest environment possible for her family.

The Board of Trustees of LKCM Funds, upon the recommendation of Luther King Capital Management Corporation, the investment adviser to each fund, has approved a Plan of Reorganization and Dissolution pursuant to which the LKCM Aquinas Small Cap Fund (AQBLX) and the LKCM Aquinas Growth Fund (AQEGX), would be reorganized into the LKCM Aquinas Value Fund (AQEIX).

As a premier global investment management organization, we know that our business is dependent upon having a high performing, committed workforce.

The firm serves both institutional and high - net - worth clients and offers a variety of investment management strategies based upon a foundation of intensive research and disciplined, process - oriented decision making.

This team is also able to draw upon the resources and expertise of several affiliated organizations which have a nationwide presence in real estate investment and management.

You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if Investment Management and consider seeking advice from a licenced financial advisor if necessary.

The main purpose of a personal IPS is to help keep investment management strategies on track (relative to what was agreed upon between the money manager and the client upfront).

Mr. Breslin has over 20 years of business experience in the investment management and brokerage business and possesses a strong understanding of the regulatory framework under which investment companies must operate based, in part, upon his years of service as an officer and / or Trustee to other registered investment companies.

San Mateo, CA, January 10, 2011 — Franklin Templeton Investments today announced the introduction of Franklin World Perspectives Fund, an actively - managed global growth equity fund that draws upon the investment expertise of Franklin's global network of local asset management teams.

With respect to any portion of a Fund's assets that are invested in one or more open - end management investment companies registered under the 1940 Act, a Fund's net asset value is calculated based upon the net asset values of those open - end management investment companies, and the prospectuses for these companies explain the circumstances under which those companies will use fair value pricing and the effects of using fair value pricing.

Lastly, the problem of the packaging people not being investment management experts was touched upon earlier.

However, notwithstanding the risk management strategies employed by these money managers, certain investment portfolios employed by our money managers present a greater degree of investment risk than others depending upon the performance of the underlying securities.

Advising an institutional investor upon the development and management of its investment portfolios, containing ground rent, premium London properties and student accommodation.

Deals in the past year have included: advising long - standing client Acadia Healthcare on its # 1.5 billion acquisition of Priory Group, and acting for Woodford Investment Management LLP on the largest ever investment trust IPO, raising # 800 million upInvestment Management LLP on the largest ever investment trust IPO, raising # 800 million upinvestment trust IPO, raising # 800 million upon launch.

Drawing upon his technical proficiency and extensive background in the legal field, he configures records management solutions to fit client's unique needs and helps them leverage their infrastructure investments.

As a full service national law firm, with strength across a wide range of practice areas, BLG's financial services and technology lawyers can seamlessly draw upon the legal expertise of all practice areas, including securities & capital markets, investment management, intellectual property, commercial litigation and tax.

«Upon the launch of the ICONOMI funds, ICONOMI token owners will earn weekly profit dividends from the trading fees of investment funds under the management of ICONOMI.

Asset managers within the investment management sector are also looking to invest in the development of mobile applications and various online tools, despite having traditionally depended upon roadshows, events and literature in order to market their services.

Senior level position to build upon my specialized and intensive institutional investment management experience from Bank of New York Mellon and Rockwell International Corporation, and Operational Risk Management experience amanagement experience from Bank of New York Mellon and Rockwell International Corporation, and Operational Risk Management experience aManagement experience at KeyCorp.

In 2008, Pearlmark, a principal - oriented, private equity real estate investment firm based in Chicago, embarked upon its journey to leverage revenue management.

«For the past two years, we have been piloting our real estate investment management program in a limited number of markets: fine - tuning our models and asset management practices so investors can find and buy properties based upon their preferences, without having to become hands - on landlords,» said Don Ganguly, cofounder and chief executive officer of HomeUnion.