ClearMoney

DECEMBER 16, 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. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

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Mutual Funds Education Management Fees Banks 52

Diamond Consultants

MAY 3, 2022

By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. In almost every instance of a move by a private banker, there is a significant amount of assets that will need to be left behind. Then get educated on your options. Be realistic about the strength of your team.

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Legal Banks Assets Education 52

The Motley Fool

FEBRUARY 21, 2024

As an example, we know the most valuable tangible asset we own is our database of consumers. Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. We know that our homeowners have assets.

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The Motley Fool

OCTOBER 15, 2024

As for asset values that you add into the FAS fund, those types of reforms, those are based on the day you file for aid. I've been doing a great deal of self-education on personal finance, investment strategies, and retirement planning, and feel that I understand these concepts well. Alison Southwick: Our next question comes from Drew.

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The Motley Fool

FEBRUARY 2, 2024

Though I had a very limited education, I had a very healthy youth. New supply looks to be manageable in most of our submarkets there, but we are actively monitoring our two recently built high-rise assets in the St. And we believe 30% to 40% of the new supply in those markets may compete directly with Camden's assets.

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ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic. Dimensional Japan Ltd.,

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ClearMoney

DECEMBER 13, 2021

As we look forward to 2022, despite continued uncertainty, I’m feeling a sense of educated optimism that’s stronger than ever before. 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.

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Mutual Funds Education Banks Management Fees 52

ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 CPPIB's net assets totalled $632.3 The increase in net assets included $46.4

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Mutual Funds Assets Banks Accounting 52

ClearMoney

JANUARY 4, 2022

An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3.

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Mutual Funds Debt Assets Banks 52

The Motley Fool

OCTOBER 21, 2024

I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee. I'm giving you my money, not because that I think I'm the owner of the 10 trillion in assets that you have, but I think you're going to be around when I retire, or at least I hope you are. I don't want to analyze debt securities.

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Capital Portfolios Returns Funds 130

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

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Debt Returns Mutual Funds Capital 52

The Motley Fool

JULY 16, 2024

It's one wonderful thing about the Costco business model that they do have pricing power to continue to increase these management fees from time to time. About 56% of Costco's operating profits comes from membership fees, not selling, 200 pounds of licorice or whatever your favorite thing is at Costco. They make up a lot of.

Banks 130

Banks Mergers and Acquisitions Investment Banking Investment Banks 130

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. Premium : A return difference between two assets or portfolios. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

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ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

FEBRUARY 22, 2024

eXp Realty North America and International represent our path to overall revenue growth powered by our cloud-based asset-light model, which allows us to continue iterating on our superior agent value proposition. We have many exciting things going on in training and education that Leo will highlight in a moment.

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Legal Management Fees Leveraging Accounting 100

Sara Grillo

APRIL 11, 2022

He does not take custody of assets or have discretion. After the session, he provides them with a 3-5 page letter containing recommendations which they then implement on their own or hire an investment manager to execute. He is also agnostic as to where the clients’ assets are held. His service focuses solely on advice.

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Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs.

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Taxes Amortization Financing Finance 59

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. But it was very tiny.

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Hedge Funds Funds Assets Financing 114

ClearMoney

FEBRUARY 22, 2022

Tactical Asset Allocation: Periodic shifts in allocation to stocks. As a group, funds that sought to enhance results by opportunistically shifting assets between stocks and fixed income underperformed funds that simply held a relatively static mix (see Exhibit 3 ). 8 We should not be surprised by these results. Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

FEBRUARY 21, 2022

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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

JULY 20, 2023

We surpassed $1 trillion of assets under management. The first alternative manager to do so of more than three years ahead of the aspirational road map we presented at our investor day in 2018. We believe our clients view us as the gold standard in alternative asset management. Thank you all for joining the call.

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Banks Capital Assets Mergers and Acquisitions 130

Private Equity Insights

MARCH 20, 2025

CVC has continued to identify profitable exits while expanding its management fee earnings, a key driver of its financial performance. The firms ability to generate substantial returns and exit portfolio assets at higher valuations highlights its strength in navigating volatile markets.

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Management Fees Capital Private Equity Firms Private Equity Firms 162

The Motley Fool

FEBRUARY 6, 2025

On innovation, we've been very aligned with the ongoing evolution of the alternatives industry, focused on asset classes such as direct lending and GP stakes that have expanded to meet the financing needs of the private markets. Net lease has followed a similar trajectory becoming a truly institutional category. billion hard cap.

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Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. One, we have extremely high levels of permanent capital, meaning few assets leave the system. For many of our products, there is zero redemption.

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Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Big Picture

JANUARY 7, 2025

The Raymond James platform manages $1.6 trillion in total assets and advises on a whole lot more. Barry Ritholtz : We always pay attention to regions where there is a pool of capital, a world class educational institution and a, a private sector that can combine all three. Yet another extra special guest. Fascinating.

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Capital Hedge Funds Buyout Funds 52