ClearMoney

DECEMBER 14, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Robert Novy-Marx provides consulting services to Dimensional Fund Advisors LP.

Investing 52

Investing Mutual Funds Consulting Consultants 52

Sara Grillo

MAY 16, 2022

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Evanson Asset Management. Financial plans are $1,000 for initial plan and negotiated fee for subsequent updates. fixed annual fee. Can I get a whoo hoo on that?

Assets 52

Assets Due Diligence Consulting Consultants 52

Pension Pulse

DECEMBER 16, 2024

In 1997, recognizing these challenges, Paul Martins Finance Department initiated reforms to funding mechanisms and created a reserve fund and an independent asset manager, CPPIB, to manage the reserve fund. For example, the finance minister, in consultation with participating provinces, appoints members to CPPIBs board.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

Pension Pulse

JULY 18, 2023

CEM is deeply committed to helping clients, whether directly or through advisors/consultants, run cost-effective operations that generate value for their stakeholders. Tangen has broad experience in asset management and previously ran a hedge fund which he founded in 2005.

Pension Funds 52

Pension Funds Funds Banks Assets 52

The Motley Fool

JULY 14, 2023

We're investing in the execution of our transformation and continue to see a shift in our investments from third-party consulting to technology and full-time employees. And a lot of our strategy there has been focused on gaining share with the asset managers in North America. A couple of years ago, we're down at 2.6%

Banks 130

Banks Capital Investment Banks Investment Banking 130

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

FEBRUARY 22, 2024

Also of note is the ambition to more than double the size of amounts entrusted to external Québec managers , to reach $8 billion by 2028, and thereby promote the growth of the asset management industry in its local market. As at December 31, 2023, CDPQ’s net assets totalled CAD 434 billion.

Returns 59

Returns Pension Funds Assets Debt 59

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

Pension Pulse

NOVEMBER 21, 2024

He is chairman and CEO of Harper & Associates, his consulting and advisory business, and chairman and co-founder of Miami-based investment fund Vision One, as well as a “working equity partner” at private-equity firm Azimuth Capital, which invests in energy and the energy transition. I never spoke to Prime Minister Harper about it.

Pension Funds 64

Pension Funds Financing Finance Consulting 64

The Motley Fool

FEBRUARY 5, 2025

operations, and other fees charged to our operating companies, specifically asset management fees. And frankly, it's a really fun way to sell because you're getting into expert consulting at where we can make a real difference for our broker consultant partners and their employers. It's Steve.

Capital 130

Capital Taxes Shareholders Consultants 130

Pension Pulse

FEBRUARY 26, 2025

The Caisses management fees were 0.6 return in 2024, net assets increased nearly $40 billion to $473 billion: The base plan of the Qubec Pension Plan, which represents the pensions of more than six million Quebecers and is the largest fund invested with CDPQ, posted a return of 11.0% per cent, compared with 0.83

Pension Funds 59

Pension Funds Assets Portfolios Banks 59

Pension Pulse

NOVEMBER 11, 2024

In a news release Thursday, the Alberta government said the “reset” at AIMCo was driven by rising costs at the Crown corporation, including third-party management fees and salaries and benefits that were not matched by a corresponding return on investment. billion in assets under management. per cent. “The

Pension Funds 59

Pension Funds Consulting Consultants Financing 59