The Motley Fool

OCTOBER 20, 2023

While some customers find alternatives in other investment channels outside of Regions, many are moving to our CDs and money market accounts. We also continue to provide off-balance sheet opportunities through our wealth management platform and in the corporate banking segment via money market mutual fund solutions.

Banks 130

Banks Capital Portfolios Accounting 130

The Motley Fool

JULY 21, 2023

We also saw continued diversification of customer dollars across various Regions offerings such as from interest-free checking to CDs; or money market deposits and movement out of deposits to offerings through our wealth management platform; and in the corporate banking segment, utilization of off-balance sheet money market mutual fund solutions.

Banks 130

Banks Capital Leveraging Assets 130

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. King Street is a fascinating firm. It was formed in 1995.

Hedge Funds 59

Hedge Funds Banks Finance Financing 59

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. For the quarter, the Fund’s net return was 0.1%. The base CPP account’s net return for the quarter was 0.2%, and the five-year annualized net return was 7.3%. This needs to change.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. HAMBURGER: They’re pulling your marketing collateral.

Legal 64

Legal Law Firms Consultants Consulting 64

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. And then ETFs really pioneering the concept of return stacking.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

When you write a check, you get check float, it takes time for the checks to come back to the hit the treasury account. You need to come up with more collateral. And at that point, the, the, the, the borrower might say, I don’t have the collateral, the building’s yours. I’m sorry.

Banks 59

Banks Stock Market Stock Market Legal 59