Search results “Investment management article”
What is DISCRETIONARY INVESTMENT MANAGEMENT? What does DISCRETIONARY INVESTMENT MANAGEMENT mean? DISCRETIONARY INVESTMENT MANAGEMENT meaning - DISCRETIONARY INVESTMENT MANAGEMENT definition - DISCRETIONARY INVESTMENT MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Discretionary Investment Management is a form of professional investment management that invests on behalf of their clients through a variety of securities. The term "discretionary" refers to the fact that investment decisions are made at the investment manager's judgement. The major aim of the services offered is to outperform benchmarks listed in the mandate; this is called providing alpha. The services provided are usually tailored for institutional business, pension funds and high-net worth individuals. The investment management company has a continuing responsibility to ensure that an investment portfolio is suitable for the client's attitude to risk and investment objectives. Discretionary Investment Managers have access to every security in the market place. It is up to the investment manager's strategy to decide what securities best fit in a client's portfolio. The most common investment products are stocks, bonds, ETFs and financial derivatives. All the investment products in the scope of the investment manager's strategy must be outlined in the investment mandate. Due to the nature of the service, discretionary investment management firms provide a mandate in order to ensure that the services offered meet the aims of the client's financial goals. The process is structured in a way for clients capital to be invested in the specified strategies in the investment mandate. Clients choosing a specific strategy will get the same strategy – there is no investment tailoring for the client. This means clients monies will be pooled together and invested at the same time. The actual client account is segregated and the monies invested will be weighted to the individuals capital. E.g) 1% investment in a L10,000,000 account will contribute L100,000 to the transaction whilst a L1,000,000 will contribute L10,000. The most common process you will encounter is using a systematic approach which is important for investment managers to demonstrate their strategies and will help you understand their decisions better. This process is widely used because it allows the investment strategies to be exercised in a specific way and makes it easier to report results. Most discretionary investment management companies charge an assets under management (AUM) fee. This is to keep the companies interests aligned with their investors. The more they grow the assets under management, the more they'll receive from the AUM fee. The fee can range from anything between 0.1%-4% AUM. In addition to an AUM fee, a transactional fee is another type of fee provided by investment managers. This is a fee that is charged every time the investment manager makes a transaction on your behalf. This can vary between 0.01%-0.5% of the amount invested. A more attractive fee is when a company receives a share of the profits generated for their clients. This usually ranges between 10% - 30% of the profits. The high-water mark is used to prevent clients from paying when the fund is performing poorly, or below their mandate. See more about performance fees. Investment managers require a graduate degree or an investment qualification such as the Chartered Financial Analyst designation (CFA). Discretionary investment management companies are under strict regulations in their respected countries, most notably the FCA in the UK. The Financial Conduct Authority is the conduct regulator for 56,000 financial services firms and financial markets in the UK and the prudential regulator for over 24,000 of those firms.
Views: 596 The Audiopedia
What is INVESTMENT OUTSOURCING? What does INVESTMENT OUTSOURCING mean? INVESTMENT OUTSOURCING meaning - INVESTMENT OUTSOURCING definition - INVESTMENT OUTSOURCING explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Investment outsourcing is the process whereby institutional investors and high-net-worth families engage a third party to manage all or a portion of their investment portfolio. This arrangement can include functions such as establishing the asset allocation, selecting investment managers, implementing portfolio decisions (both strategic and tactical), providing on-going oversight, performing risk management and other areas of portfolio management. Outsourced investment management is a large and growing market segment with over half a trillion dollars currently managed by outsourced managers. According to a survey of outsourcers by aiCIO magazine, the volume of outsourced assets increased 200% between 2007 and 2011. The outsourcing trend began with smaller institutions that could not or did not want to build an internal investment team. According to a study by the Family Wealth Alliance, approximately four in ten wealthy families have outsourced discretionary investment authority. The trend is even clearer among families with less than $500 million in assets where two-thirds have outsourced management. Similarly, just 11% of college endowments between $100 and $500 million internally manage their portfolios and instead rely on outsourced managers. Increasingly, however, it is not just small investors seeking to outsource. There has been a marked increase in the number of multibillion outsourcing engagements since the 2008 financial crisis as firms grapple with increasing complexity and the need for better risk management. Investment outsourcing goes by many names including "fiduciary management", “outsourced chief investment officer”, “outsourced CIO,” “OCIO,”, “CIO in a box,” and “implemented consulting.” Donald E. Callaghan and Jonathan Hirtle, Chief Executive Officer for Hirtle, Callaghan & Co., pioneered the outsourced Chief Investment Officer (OCIO) model, which serves family groups and organizations that do not employ fully staffed investment departments. For his OCIO innovations, Hirtle has been dubbed the “Oracle of Outsource.” The model by which outsourced CIOs service clients is still evolving in this nascent business. The most common model is to outsource all decision making including asset allocation, manager selection and monitoring. The OCIO reports back to the client but the burden is largely lifted from the client and placed on the new provider. Among OCIOs utilizing this approach, there is a “continuum of outsourcing approaches and providers: manager-of-manager programs; funds-of-funds; former CIOs offering a diversified model portfolio.” The common thread amongst these approaches is the use of commingled funds or model portfolios which creates economies of scale for the OCIO. A different model is pursued by a small subset of the OCIO universe. The members of this group work alongside the client’s staff – not as a replacement to them. According to investment industry newsletter FundFire, “An increasing number of CIOs see outsourcing not as a threat to their job, but as a source of complementary expertise and advice, as well as investment opportunities.” Like much of the nomenclature around the OCIO business, this more customized, bespoke solution does not yet have a widely recognized name. Fiduciary Research (FRC), an OCIO who oversees about $9 billion on behalf of a small list of pension fund clients, calls itself an iCIO for integrated chief investment office. The fees charged by outsourced managers vary widely based upon a number of factors but are generally between 30 and 100 bps with some firms also charging an incentive fee in addition to their base management fee. In a panel discussion organized by CIO magazine, representatives for three different firms discussing the rise in investment outsourcing gave ranges of between 25 and 65 bps with some of the difference explained by the use of internal or proprietary funds or a purely open-architecture approach. In some quarters discontent has been voiced about investment outsourcing firms which allocate client capital to proprietary products charging a second layer of fees.
Views: 289 The Audiopedia
What is MULTI-MANAGER INVESTMENT? What does MULTI-MANAGER INVESTMENT mean? MULTI-MANAGER INVESTMENT meaning - MULTI-MANAGER INVESTMENT definition - MULTI-MANAGER INVESTMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ Multi-manager investment is an investment product that consists of multiple specialized funds. Each specialized fund may invest across different sectors and markets, or having managers investing in the same asset class but have different investment styles. For example, large cap value fund versus large cap growth fund. This theory is founded on the premise that not all investment managers are good in all markets and that not all managers are successful at all times. Spreading the investment money across different asset classes or markets allows the investor to achieve the necessary diversification, reducing risk without sacrificing the return.
Views: 63 The Audiopedia
Property Asset Management Explained
FREE Fact Sheet available at http://www.propertymanagementguide.co.uk/resources/general/what-is-property-asset-management-versus-property-management This training video helps briefly explain what Property Asset Management is, and how it relates to usual property management. Copies of these slides, a free Fact Sheet on Property Asset Management and full Resources Article are available at http://www.propertymanagementguide.co.uk/resources/general/what-is-property-asset-management-versus-property-management PLUS free Property Management Pack with 15-Point Cheat Sheet to make the most of any property deal.
What is Asset Management?
Michael Bull and America's Commercial Real Estate Show joined IREM Global Summit 2017 in Chicago to bring you the intel and forecast from IREM. Dustin Read Ph.D., Professor at VA Tech, joins Michael to discuss property and asset management, tips in management, mistakes to avoid in management, economic real estate outlook and opportunities. For more info visit: https://www.irem.org/ For more information or services contact Michael Bull, CCIM 404-876-1640 x 101 See if the show sponsors might be of value to you, or your referrals: http://bit.ly/2ty53e1 Subscribe to our weekly show topic email notification to know who’s on the show and the topic: http://bit.ly/2gfoKSN Subscribe to the show’s YouTube channel: http://bit.ly/2u1vr1n For more videos, podcasts, and articles visit: http://www.CREshow.com Connect with America’s Commercial Real Estate Show: LinkedIn: https://www.linkedin.com/company/amer... Facebook: https://www.facebook.com/CommercialRe... Twitter: https://twitter.com/CRE_show
Passive Vs Active Investing - Which Is Better?
Get FREE Audiobooks and 2 Audible Originals (and support this channel!) with a 30-day Free Trial of Audible: https://amzn.to/2zEFqhT When it comes to passive vs active investing there is always a lot of passionate people there to debate for both sides. But the question that most people ask is which strategy actually makes you more money in the end? How do you know which strategy is right for you? If you had $1000 to invest, would it be better to put it in the hands of a financial adviser to make the decisions of what to invest in or would you be better off just going with index investing? Today I’m going to do my best to answer these questions and explain the advantages to both passive and active investing. As well as figure out which strategy is truly right for you. Link to CNBC Article: https://www.cnbc.com/2017/02/27/active-fund-managers-rarely-beat-their-benchmarks-year-after-year.html All of my Personal Finance/Investing videos: https://goo.gl/XW5U3k All of my Book Summaries: goo.gl/xmWeaD All of my Social Skills videos: https://goo.gl/N6ikxe All of my Health Related videos: https://goo.gl/hjQ1j9 All of my Productivity videos: https://goo.gl/WguoFs -~-~~-~~~-~~-~- Please watch: "The Budget That Pays You First | Reverse Budget Explained | Budgeting For Beginners" https://www.youtube.com/watch?v=6RmnUXnBc_g -~-~~-~~~-~~-~-
Views: 26611 Next Level Life
Investment Fund Accounting Essentials
The best introduction to fund accounting and net asset valuation you will find. To learn lots more visit https://quickstep.ie/training. I've just added an article on NAV Calculation here: https://quickstep.ie/about/nav-calculation. Enjoy!
Views: 42116 Quickstep Training
Making the case for active investment management
I came across an article on Marketwatch.com last week, and it's a controversial one. We hear a lot about the benefits of index tracker funds. These are the low-cost funds that aim to replicate the performance of a market index. It's a style of investing sometimes called passive investing, although of course there are still active decisions to make about which index to track. The Marketwatch article is a write-up of a new study, which throws into question a big part of the rationale which is driving investors towards index tracker funds and exchange traded funds, ETFs. That rationale? That even skilled investment managers can't beat the market, so there's no point in paying them to try, so you're better off sticking with index tracker funds instead.
Views: 8 Informed Choice
Social media analytics and investment management
Johan Bollen is Associate Professor of Informatics and Computing, and Founder of Guidewave Consulting. In this interview, Johan talks about tracking sentiment movements on social media channels such as Twitter and the possible application of such data to investment decision-making. Visit the Journal to access previous articles on other relevant topics. https://www.simcorp.com/knowledge/journal-of-applied-it-in-investment-management
Views: 203 SimCorp
Hotel Asset Management Guide: Acquisition Processes and Strategies
Hotel Asset Management Guide: Acquisition Processes and Strategies Source: https://www.tfgassetmanagement.com/news/hospitality/hotel-asset-management-guide-acquisition-processes-and-strategies.aspx Recently published hotel asset management guide article on Hospitality Net shares TFG Asset Management’s summary of the acquisition process and strategies in place at the firm. The buyer recruits a professional asset management firm to conduct a re-valuation of the existing building or land valuation. After the Asset Management firm has been appointed, their first task is to set up a rigid grid of criteria to evaluate each potential project based on the buyer’s objectives and interests. The criteria must weigh the financial variables, commercial factors, and building facilities. As part of the due diligence, the Hotel Asset Manager should be able to provide an in-depth market analysis. This covers the current and future supply, changes in demand and any other trends which may have a considerable effect on the land or the property. Projects of interest will be inspected by an appointed building surveyor by the HAM. The appointed surveyor will certify if the building is maintained properly and that there are no potential hidden flaws that could lead into major losses in the future. The Asset Manager evaluates the report, highlights the elements affecting the operations of the hotel and incorporates these insights into their Capital Expenditure model. TFG Asset Management finds it imperative to be involved in the preliminary stages of the project to help advise the owners on the potential returns and to ensure alignment with their objectives. More information about Asset management in Dubai: Office Rental – Why is Dubai Sports City an ideal location? - https://youtu.be/vW2g0vfE5O4 Wyndham Dubai Marina to launch exciting F&B concepts & outlets - https://youtu.be/b5Uu6tjY-Dw Wyndham Dubai Marina receives its first Certificate of Excellence after one year of opening - https://youtu.be/2klwJMHH2Q8 TFG Asset Management gears up to open flagship hotel in Barsha Heights - https://youtu.be/Cy4uUGwDJIs
Tauber Asset Management in Connecticut | Financial Service Directory
Contact David Tauber at Tauber Asset Management at http://www.tauberassetmanagement.com Comprehensive Approach Makes Sense of Your Financial Puzzle With a keen academic mind, the analytic skills of a Naval nuclear engineer, and the discipline of an All-Ivy League offensive lineman, Dave Tauber, ChFC® was uniquely prepared to begin a career in the financial services industry in 1995. “I approach each client’s situation like a complicated puzzle. Longtime investors, are particularly prone to having a piecemeal financial plan,” explains the Brown University alumnus and former US Navy diver. “They commonly find themselves owning products and investments that may no longer serve them well. At the same time, important considerations have fallen through the cracks. Once I can put all the pieces to their puzzle together, clients gain clarity, confidence and understanding of their finances.” “Before I make a recommendation, I analyze a client’s entire financial picture – including retirement plans, estate plans, insurance coverage, college savings, and charitable contributions – looking for gaps and conflicts. I’m always asking, ‘How can I tweak the investor’s portfolio to improve cost efficiency and decrease tax liability?' One of the most common problems I see is a loss of return because of tax inefficiency. For instance, most clients do not know Roth IRAs provide tax free investing in stock and bond related products. Tax free growth provides a better long-term return than tax deferred or taxable growth,” says Tauber who appeared in Connecticut magazine in December 2014. As an independent Chartered Financial Consultant® and Series 7 general securities registered representative, Tauber can offer clients access to almost any investment option including stocks, bonds, ETFs, REITS and mutual funds. He provides fee based asset management as well as commissioned products depending on what is suitable for the client, and he doesn’t have proprietary products to push, no sales quotas to meet, and few limitations on the individually customized solutions he can offer. Belying Tauber’s penchant for detailed analysis and tenacious problem solving, is his down-to-earth approach to each client meeting and high-touch service. Every encounter has two goals – to gain a better understanding of the client’s needs and objectives, and to educate clients so they can make informed decisions. “‘Selling’ isn’t in my vocabulary,” he says. “Instead, I like to teach and simplify. An educated client is less likely to make emotional decisions that could be disastrous.” In addition to financial matters, Tauber and his Administrative Managers Loretta Rivers and Mike McGee support clients in a wide range of personal issues far outside the typical wealth manager’s job description. Tauber addresses client behaviors standing in the way of reaching goals. His experience in helping settle and transfer assets efficiently makes him a knowledgeable advisor for those inheriting complicated estates and divorcees with considerable assets and Qualified Domestic Relations Orders. Tauber’s longevity in the industry attests to the success of his approach. A point of pride for Tauber is his client satisfaction, which has resulted in extremely high retention rate, and most growth is due to referrals from clients up and down the East Coast and as far west as California. Tauber Asset Management is a financial advisory firm located in Glastonbury, CT. David Tauber provides a wide range of comprehensive financial services which include: Financial Planning Wealth Management Retirement Planning Tax Management Analysis Investment Management Strategies Direct Participation Programs* Estate Conservation Insurance and annuity services *For accredited investors As Seen in Kiplinger's Personal Finance https://www.kiplinger.com/article/investing/T064-C000-S000-tauber-asset-management.html Tauber Asset Management 2234 Main St. Glastonbury, CT 06033 (860) 430-1810 Visit us at Financial Service Directory https://www.financialservicedirectory.com/connecticut/glastonbury/financial-advisor/tauber-asset-management
7 Steps to Choosing a TSP Investment Strategy
Before you decide on a TSP Investment Strategy, you must first build the foundation. In today's video we discuss the 7 steps that are crucial in building the foundation for choosing a TSP Investment Strategy. Article: http://www.fedretirementplanning.com/the-7-steps-to-choosing-a-tsp-investment-strategy/ -- ► Subscribe to My Channel Here: https://www.youtube.com/channel/UC8bWrSS2BdaQGtc1mq45Z6g?sub_confirmation=1 -- Cooper Mitchell helps federal employees better understand their benefits and helps them retire on their terms. Using financial planning and investment management through Cooper is able to tackle the issues that are unique to federal employees. Cooper is also a public speaker who is available for various federal conferences and events. Find Cooper here: Website: http://fedretirementplanning.com Work with Cooper: http://http://www.fedretirementplanning.com/work-with-cooper/ Facebook: https://www.facebook.com/fedretirementplanning/ Email: [email protected] -- As always, enjoy, and please subscribe! -- © Copyright Fed Retirement Planning 2016, All Rights Reserved
Alternative Investment - Understanding Islamic Finance - Telfer School of Management
Mr. Mahmoud Mohieldin - President's Special Envoy - The World Bank Group Mr. Mohieldin is the President's Special Envoy - The World Bank Group. His responsibilities include coordinating the World Bank Group agenda on the Millennium Development Goals and the Post-2015 process; supporting the work on financial development, including long term finance and financial inclusion; and coordinating the World Bank's efforts to strengthen partnerships with the UN, multilateral development institutions, and the G-20. Prior to joining the World Bank, Mr. Mohieldin held numerous positions in the Government of Egypt and served on several Boards of Directors in the Central Bank of Egypt and the corporate sector. He was a member of the Commission on Growth and Development and selected a Young Global Leader of the World Economic Forum in 2005. His professional reach extends into the academic arena, serving as Member of the Board of several universities in Egypt and holding leading positions in national and regional research centers and think tanks. As a Professor of Economics, he has authored numerous publications and articles in leading journals in the fields of international finance and economics in English and Arabic. Topics include financial reform, prudential regulations, credit markets, exchange rate and monetary policies, trade in services, globalization, corporate governance and competition policy. He received his Ph.D. in Economics from the University of Warwick and a Master of Science in Economic and Social Policy Analysis from the University of York. Discussants - Walid Hejazi - Associate Professor, Rotman School of Management Walid Hejazi is an Associate Professor of Business Economics, and Academic Director, at the Rotman School of Management where he regularly teaches Canada's current and future business leaders in the MBA, EMBA, and custom Executive programs. Walid has also developed a successful course in Islamic Finance, which is a for credit course in the MBA program at the University of Toronto. This represents the first such course in Canada. He has published extensively in many business journals and publications. In keeping with the spirit of Rotman, Walid balances his research activities by helping many of Canada's leading organizations leverage research to develop and deploy new strategies and initiatives. He is also the Rotman lead on the annual Rotman-TELUS IT security study, which surveys hundreds of organizations and analyzes best practices. Walid has also consulted for several branches of the Canadian and foreign governments, on themes related to international competitiveness. He has appeared several times before parliamentary committees on topics related to Canadian competitiveness, foreign investment, competition in the Canadian economy, and international tax structures. He is currently working to enhance the Rotman presence in the Middle East, and has been working closely with Mubadala, an arm of the Abu Dhabi government on Training. Discussants - Rehan Huda - Director, Amana Canada Holdings Rehan Huda is currently a founder and Director of Amana Canada Holdings, a firm specializing in structuring Islamic financial products and services for the Canadian marketplace as well as for Middle East investors. Rehan has been a guest speaker on Islamic Economics and Finance at a variety of international conferences and universities and has been interviewed by leading media outlets in Canada and abroad. Mr. Huda assisted in initiating and teaching the first MBA course in Islamic finance at a North American university, the Rotman School of Business at the University of Toronto. Previously Mr. Huda held various positions within the Canadian federal government including Senior Economist for the Department of Finance and Senior Analyst for the Natural Resources and Industry Departments. He was a recipient of the government's Public Service Award of Excellence for his financial and economic analysis related to the awarding of operating licenses to wireless telecommunication service providers. Mr. Huda currently holds board and advisory positions with several private and public companies across North America. ---- Thank you for taking the time to watch this video. To find out more about the Telfer School of Management, visit our website (www.telfer.uottawa.ca/en/). All our videos, including lectures and events that may not be on YouTube, are accessible through Telfer TV (www.telfer.uottawa.ca/tv/).
Views: 6063 Telfer uOttawa
Snyder Asset Management: As Seen in Kiplinger
#PersonalFinance #WealthManagement #AssetManagement #FinancialPlanning #FinancialServices Visit Snyder Asset Management at https://www.snyderassetmgmt.com True Diversification and Methodical Risk Assessment As you look at portfolio diversification as a hedge against market volatility, Philip Snyder, CFA, has a very interesting idea for you to ponder: Portfolio diversification should not be limited to merely owning a myriad of stocks and bonds. Real portfolio diversification, Snyder will contend, lies in a diversification of asset classes. Philip Snyder, CFA, is President at Snyder Asset Management, LLC, a wealth management firm that routinely looks beyond stocks and bonds to incorporate Alternative Investments with the intention of creating investment portfolios that may withstand market volatility while generating returns that help meet clients’ financial goals. In Snyder Asset Management’s selection of alternative assets, attention is paid to assets in both the public and private sectors. An example of a public alternative asset is Gold, while private alternatives include private equity and global real estate just to name a few. Private assets tend to have less liquidity than public assets, but may also have less volatility and lower correlation to equities. Snyder suggests that portfolios that contain 15 - 25% of carefully selected alternative assets can produce less fluctuation in performance. Snyder says “An investor’s goal should be to generate the highest return for the least amount of risk. We invest in Alternatives with the objective of accomplishing this goal.” The selection of alternative assets is guided by Snyder’s own expertise and the use of cutting-edge software (Riskalyze) that assesses the risk tolerance of clients alongside the risk level of their portfolio. Philip Snyder was first inspired to take this approach to investments by looking at how institutions, such as colleges and universities, managed their endowments, marbling sizable portions of alternative assets into their portfolios to create stable growth that was more resistant to the ups and downs of the market. He noticed that when The Standard & Poor’s 500 Index saw declines from 2007 through 2009, investments in certain alternative assets was less volatile. Meanwhile, Snyder also noticed sentiment among individuals who valued stability and risk aversion over aggression and risk-filled maximization strategies. He incorporated Snyder Asset Management in 2016 to serve people who value steady growth and stability. Snyder leverages his knowledge of institutional investments, portfolio construction, and metrics from Riskalyze to deliver optimal strategies to clients. This approach is not yet common in the field of wealth management, but is very common in the world’s most abundant endowments. This sort of entrepreneurial thinking can give investors the edge they are seeking as they evaluate potential advisors who can serve their needs. Philip Snyder is a Registered Investment Advisor which means that he has a fiduciary duty to do what is in the best interest of the client at all times. “Not,” Snyder says, “just what is suitable.” Snyder is also a Chartered Financial Analyst charterholder and necessarily adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct. Snyder chose to pursue this certification because, in his words, “I liked the fact that the curriculum focused on investment related material such as equities, fixed income, portfolio management and most importantly, ethics.” To this end, Snyder was also quoted in an article in the Wall Street Journal in early 2018 by Jason Zweig about how advisers at certain discount brokers are incentivized to sell higher-priced products. This article served an important role in raising the awareness of the methodology that goes into certain brokers’ recommendations, empowering consumers with necessary information as they consider recommendations. In addition to upholding high ethical standards, Snyder possesses the ability to explain complex concepts in a way that makes them easily understandable. He understands that investing is a foreign concept to many and therefore makes time to ensure that his clients understand concepts and have full confidence in the strategies proposed. If you are looking for a Registered Investment Advisor who values ethical practices, steady growth, and innovative levels of portfolio diversification, Philip Snyder would love to talk to you. As Seen in Kiplinger https://www.kiplinger.com/article/investing/T064-C000-S017-snyder-asset-management.html Snyder Asset Management 1300 York Rd. Ste. 110 Lutherville, MD 21093 (410) 216-1249 Financial Service Directory member https://www.financialservicedirectory.com/maryland/lutherville/financial-advisor/snyder-asset-management
What is SOFTWARE ASSET MANAGEMENT? What does SOFTWARE ASSET MANAGEMENT mean? SOFTWARE ASSET MANAGEMENT meaning - SOFTWARE ASSET MANAGEMENT definition - SOFTWARE ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ Software asset management (SAM) is a business practice that involves managing and optimizing the purchase, deployment, maintenance, utilization, and disposal of software applications within an organization. According to the Information Technology Infrastructure Library (ITIL), SAM is defined as “…all of the infrastructure and processes necessary for the effective management, control and protection of the software assets…throughout all stages of their lifecycle.” Fundamentally intended to be part of an organization’s information technology business strategy, the goals of SAM are to reduce information technology (IT) costs and limit business and legal risk related to the ownership and use of software, while maximizing IT responsiveness and end-user productivity. SAM is particularly important for large corporations in regard to redistribution of licenses and managing legal risks associated with software ownership and expiration. SAM technologies track license expiration, thus allowing the company to function ethically and within software compliance regulations. This can be important for both eliminating legal costs associated with license agreement violations and as part of a company's reputation management strategy. Both are important forms of risk management and are critical for large corporations' long-term business strategies. SAM is one facet of a broader business discipline known as IT asset management, which includes overseeing both software and hardware that comprise an organization’s computers and network. SAM can serve many different functions within organizations, depending on their software portfolios, IT infrastructures, resource availability, and business goals. For many organizations, the goal of implementing a SAM program is very tactical in nature, focused specifically on balancing the number of software licenses purchased with the number of actual licenses consumed or used. In addition to balancing the number of licenses purchased with the amount of consumption, an effective SAM program must also ensure that the usage of all installed software is in keeping with the terms and conditions of the specific vendor license agreement. In doing so, organizations can minimize liabilities associated with software piracy in the event of an audit by a software vendor or a third party such as the Business Software Alliance (BSA). SAM, according to this interpretation, involves conducting detailed software inventories on a periodic basis to determine the exact number of software consumption, comparing this information with the number of licenses purchased, reviewing how the software is being used in respect to the terms and conditions and establishing controls to ensure that proper licensing practices are maintained on an ongoing basis. This can be accomplished through a combination of IT processes, purchasing policies and procedures, and technology solutions such as software inventory tools. Counting installations is the most common means of measuring license consumption but some software is licensed by number of users, capital, processors or CPU Cores. More broadly defined, the strategic goals of SAM often include (but are not limited to) the following: Reduce software and support costs by negotiating volume contract agreements and eliminating or reallocating underutilized software licenses. Enforce compliance with corporate security policies and desktop/server/mobile standards. Improve worker productivity by deploying the right kinds of technology more quickly and reliably. Limit overhead associated with managing and supporting software by streamlining and/or automating IT processes (such as inventory tracking, software deployment, issue tracking, and patch management). Establish ongoing policies and procedures surrounding the acquisition, documentation, deployment, usage and retirement of software in an effort to recognize long-term benefits of SAM.
Views: 2107 The Audiopedia
Pacific Investment Management Company | Wikipedia audio article
This is an audio version of the Wikipedia Article: https://en.wikipedia.org/wiki/PIMCO 00:01:14 1 Leadership 00:02:00 2 History Listening is a more natural way of learning, when compared to reading. Written language only began at around 3200 BC, but spoken language has existed long ago. Learning by listening is a great way to: - increases imagination and understanding - improves your listening skills - improves your own spoken accent - learn while on the move - reduce eye strain Now learn the vast amount of general knowledge available on Wikipedia through audio (audio article). You could even learn subconsciously by playing the audio while you are sleeping! If you are planning to listen a lot, you could try using a bone conduction headphone, or a standard speaker instead of an earphone. Listen on Google Assistant through Extra Audio: https://assistant.google.com/services/invoke/uid/0000001a130b3f91 Other Wikipedia audio articles at: https://www.youtube.com/results?search_query=wikipedia+tts Upload your own Wikipedia articles through: https://github.com/nodef/wikipedia-tts Speaking Rate: 0.8163279338502086 Voice name: en-AU-Wavenet-B "I cannot teach anybody anything, I can only make them think." - Socrates SUMMARY ======= Pacific Investment Management Company, LLC (commonly called PIMCO) is an American investment management firm focusing on fixed income and headquartered in Newport Beach, California, with 2,300 employees working in 14 offices across 11 countries, and $1.77 trillion in assets under management as of 31 March 2018. The company provides mutual funds and other portfolio management and asset allocation services for millions of investors worldwide. PIMCO offers several different investment products, including core bonds and credit, structured credit, alternatives, real assets, equities and currencies. PIMCO oversees investments on behalf of millions of clients, including retirement savers, public and private pension plans, educational institutions, central banks and government agencies, foundations and endowments and financial intermediaries among others. In April 2015, PIMCO announced the hire of former Federal Reserve Chairman, Dr. Ben Bernanke as a senior advisor, following in the footsteps of predecessor Federal Reserve Chairman, Alan Greenspan.
Views: 2 wikipedia tts
4. What is an Asset Managemment Company (AMC)
In this video, we discuss what is an Asset Management Company, AMC examples and how investment banking firms provide services to such Asset Management Companies. What is Asset Management Company? Asset management company invest pooled funds of investors into stocks or bonds or both. They are required to stick to the investment objective defined in the mandate. For example, there are various Asset management firms like Mutual Funds, Hedge Funds, Pension Funds etc. These collect money from the investors and make a large pool of funds. The asset management company collects the management fees of 2-3 percent for managing and investing the funds for the public For more details, you may have a look at this article on https://www.wallstreetmojo.com/what-is-asset-management-company-amc/
Views: 3617 WallStreetMojo
CORDA Investment Management | Financial Service Directory
#FinancialServices #PersonalFinance #Investing #FinancialPlanning Visit CORDA Investment Management at https://cordamanagement.com In a marketplace where mutual funds and commissions are the norm, a wealth advisory firm that does not broker mutual funds or compensate their advisors in a commission structure may be hard to imagine. Who, in 2018, doesn’t deal in mutual funds? To suggest that such a firm could be compensated through a fee-only model and registered with the Securities Exchange Commission (SEC) may be hard to conceive by investors who have come to accept certain conventions of the financial services industry. Yet, such a firm does exist. And it has been working for its clients for nearly two decades. In 1999, CORDA Investment Management, LLC, was founded by Bonner Barnes, AIF®, the current Chief Executive Officer and Chief Investment Officer, as a firm that manages portfolios on behalf of clients. Mutual funds were not part of the equation. Barnes, a Duke University graduate, who had worked as an analyst, portfolio manager, and business development professional in financial services firms since the early 1980s, had a vision when he founded CORDA that he proudly calls “contrarian.” At the founding of CORDA, Barnes’ concept was to create wealth for investors by helping them buy shares in publicly traded companies that were currently out of favor with Wall Street--though paying great dividends to their shareholders--which showed the potential to grow over time. “Rather than deal exclusively in mutual funds like many broker-dealers,” Bonner explains, “we spend our energy understanding the companies in which we have ownership stakes. Our clients are able to build wealth as companies gain traction on the turnaround.” CORDA is a Registered Investment Advisors and, as such, is required to adhere to a fiduciary standard of care more stringent than that of most broker-dealers. Their fee-only model ensures that the potential of conflict of interest is also minimized. In 2018, the results that CORDA has produced for its clients over the last 18 years have proven that this strategy, while uncommon, is as solid as a Texas belt buckle. While their firm has three offices in the Lone Star State, CORDA’s clientele is marbled throughout the United States, proving a nationwide appreciation for CORDA’s maverick spirit and results--particularly with clients with assets in excess of $500,000. While CORDA clients generally hold single-stock investments, client portfolios may consist of holdings with 25-30 individual businesses. CORDA views dividends as a major element of their wealth creation strategies, as dividend income is taxed at a lower rate than other forms of income, and dividends can provide income to stakeholders as the businesses in which CORDA and its clients invest gain momentum in their upswing. CORDA’s team of independent researchers seek to select companies that can deliver building blocks of wealth to clients within the span of three to five years. Timelines of investments are explained to clients during information gathering interviews, where CORDA advisors listen to the needs and goals of clients. CORDA’s rare blend of contrarianism and discipline in the selection of stocks and the timing of their purchases and sales has led the firm to be recognized by Barron’s as one of the top 1,200 advisors in the country in 2017, and by Forbes as one of “America’s Top Wealth Advisors,” also in 2017. In addition to helping hundreds of clients create wealth through their investment strategies, CORDA is also a pillar in the Houston community. CORDA Investment Management proudly supports three local non-profits: Galveston Bay Foundation, an organization which protects and conserves the natural environment; SEARCH Homeless Services, which addresses homelessness in the Houston area; and Bike Houston, a nonprofit working with local government as well as other stakeholders to create safe bikeways in Houston--a cause that is very personal to Barnes, an avid cyclist. “I find riding to be a great way to mentally and emotionally refuel,” Barnes declares. In fact, the lessons of achievements in cycling can inform wealth creation strategy: staying focused, pushing past discomfort, understanding the path before embarking, and keeping the goal at the forefront of stakeholders at all times. In competition, cyclists often need to find openings and take ahold of them. Often, the best cyclists have to pull away from the pack and take calculated risks to seize the championship, an approach CORDA understands and has integrated into their wealth management strategies. “Opportunity is found not in the consensus,” says Barnes, “but in the contrarian.” As Seen in Kiplinger https://www.kiplinger.com/article/investing/T064-C000-S017-corda-investment-management.html (855) 439-0665 Financial Service Directory member https://www.financialservicedirectory.com/texas/houston/financial-advisor/corda-investment-management
What is ENTERPRISE ASSET MANAGEMENT? What does ENTERPRISE ASSET MANAGEMENT mean? ENTERPRISE ASSET MANAGEMENT meaning - ENTERPRISE ASSET MANAGEMENT definition - ENTERPRISE ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ Enterprise asset management (EAM) is the lifecycle management of the physical assets of an organization. It covers subjects including the design, construction, commissioning, operations, maintenance and decommissioning or replacement of plant, equipment and facilities. "Enterprise" refers to the scope of the assets in an Enterprise across departments, locations, facilities and, potentially, supporting business functions eg; Finance & GL, Human Resources and Payroll. Various assets are managed by the modern enterprises at present. The assets may be fixed assets like buildings, plants, machineries or moving assets like vehicles, ships, moving equipments etc. The lifecycle management of the high value physical assets require regressive planning and execution of the work. Enterprise asset management software is a computer software that handles every aspect of running a modern public works or asset-intensive organization. Effective enterprise asset management (EAM) software solutions include many powerful features, such as complete asset life-cycle management, flexible preventive maintenance scheduling, complete warranty management, integrated mobile wireless handheld options and portal-based software interface. Rapid development and availability of mobile devices also affected EAM software which now often supports Mobile enterprise asset management.
Views: 645 The Audiopedia
Goldman Expands Asset Management
Goldman Sachs plans to hire 200 people as it expands its $800 billion asset management business. (Bloomberg News)
Views: 185 Bloomberg
What is ASSET MANAGEMENT? What does ASSET MANAGEMENT mean? ASSET MANAGEMENT meaning - ASSET MANAGEMENT definition - ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group. It may apply to both tangible assets such as buildings and to intangible assets such as human capital, intellectual property, and goodwill and financial assets. Asset management is a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively. The term is most commonly used in the financial world to describe people and companies that manage investments on behalf of others. These include, for example, investment managers that manage the assets of a pension fund. Alternative views of asset management in the engineering environment are: the practice of managing assets to achieve the greatest return (particularly useful for productive assets such as plant and equipment), and the process of monitoring and maintaining facilities systems, with the objective of providing the best possible service to users (appropriate for public infrastructure assets).
Views: 6560 The Audiopedia
Asset Management: Industry Overview and Careers in Asset Management
Asset Management: Industry overview and Careers in Asset Management Asset Management is about managing clients’ investments and providing them with the strategies and expertise that would allow them to achieve their goals and secure their financial future. This video is part of our series dedicated to the different sub-industries in the world of Business & Finance.Our goal is to understand how it functions, what type of services it offers its clients, which are the major players in the field and what it is like to do this for a living. An individual or an institution is likely to approach an asset management firm when their investment income is substantial. In such cases, asset managers are able to offer expertise across a wide spectrum of asset classes (such as stocks, bonds, commodities, real estate, private equity, etc). Moreover, large firms have branches all over the world and are therefore able to offer geographical expertise as well. Given that asset managers closely follow all of these markets, they are able to offer high-quality advice and superior risk-return investments. The large players in the asset management industry are indeed very large. There are several companies whose assets under management exceed $1 trillion. Some of them are pure investment funds (BlackRock, Vanguard, StateStreet, Fidelity), while others are arms of the large banking conglomerates (Goldman Sachs, Deutsche Bank, UBS, BNP). The largest firm in the world in terms of assets under management in 2015 was BlackRock. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 129297 365 Careers
Tauber Asset Management: As Seen in Kiplinger | Financial Service Directory
Tauber Asset Management is a wealth management firm in Glastonbury, CT As Seen in Kiplinger https://www.kiplinger.com/article/investing/T064-C000-S000-tauber-asset-management.html Tauber Asset Management 2234 Main Street Glastonbury, CT 06033 (860) 430-1810 http://www.tauberassetmanagement.com Visit us at Financial Service Directory https://www.financialservicedirectory.com/connecticut/glastonbury/financial-advisor/tauber-asset-management
✪✪✪✪✪ WORK FROM HOME! Looking for WORKERS for simple Internet data entry JOBS. $15-20 per hour. SIGN UP here - http://jobs.theaudiopedia.com ✪✪✪✪✪ ✪✪✪✪✪ The Audiopedia Android application, INSTALL NOW - https://play.google.com/store/apps/details?id=com.wTheAudiopedia_8069473 ✪✪✪✪✪ What is IT ASSET MANAGEMENT? What does IT ASSET MANAGEMENT mean? IT ASSET MANAGEMENT meaning - IT ASSET MANAGEMENT definition - IT ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. IT asset management (ITAM) is the set of business practices that join financial, contractual and inventory functions to support life cycle management and strategic decision making for the IT environment. Assets include all elements of software and hardware that are found in the business environment. IT asset management (also called IT inventory management) is an important part of an organization's strategy. It usually involves gathering detailed hardware and software inventory information which is then used to make decisions about hardware and software purchases and redistribution. IT inventory management helps organizations manage their systems more effectively and saves time and money by avoiding unnecessary asset purchases and promoting the harvesting of existing resources. Organizations that develop and maintain an effective IT asset management program further minimize the incremental risks and related costs of advancing IT portfolio infrastructure projects based on old, incomplete and/or less accurate information. Hardware asset management entails the management of the physical components of computers and computer networks, from acquisition through disposal. Common business practices include request and approval process, procurement management, life cycle management, redeployment and disposal management. A key component is capturing the financial information about the hardware life cycle which aids the organization in making business decisions based on meaningful and measurable financial objectives. Software Asset Management is a similar process, focusing on software assets, including licenses, versions and installed endpoints. The IT Asset Management function is the primary point of accountability for the life-cycle management of information technology assets throughout the organization. Included in this responsibility are development and maintenance of policies, standards, processes, systems and measurements that enable the organization to manage the IT Asset Portfolio with respect to risk, cost, control, IT Governance, compliance and business performance objectives as established by the business. IT Asset Management uses integrated software solutions that work with all departments that are involved in the procurement, deployment, management and expense reporting of IT assets. When assets need to be removed from the enterprise, they move through various disposition processes. Commonly they are handed over to an IT Asset Disposition vendor to be recycled or destroyed. Assets should be managed properly after going offline to ensure they do not get lost prior to reaching the vendor. The vendor of choice should then have secure procedures for tracking assets during the entire time of their possession. After proper disposal, the vendor provides a certificate of destruction with the serial numbers of assets they destroyed and recycled. The company should then verify the serial numbers on their certificate of destruction with the assets they know they handed over to the vendor. Tracking assets that are offline, prior to disposal, should be approached with the same efficiency and security as when those same assets are online. A good method for choosing a destruction vendor is to find a NAID certified company. They have a corporate responsibility to dispose of e-waste properly to ensure a healthy environment. Look into donation programs in your area.
Views: 9011 The Audiopedia
What is DIGITAL ASSET MANAGEMENT? What does DIGITAL ASSET MANAGEMENT mean? DIGITAL ASSET MANAGEMENT meaning - DIGITAL ASSET MANAGEMENT definition - DIGITAL ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ Digital asset management (DAM) consists of management tasks and decisions surrounding the ingestion, annotation, cataloguing, storage, retrieval and distribution of digital assets. Digital photographs, animations, videos and music exemplify the target areas. Digital asset management systems (DAMS) include computer software and hardware systems that aid in the process of digital asset management. The term "digital asset management" (DAM) also refers to the protocols for downloading, renaming, backing up, rating, grouping, archiving, optimizing, maintaining, thinning, and exporting files or other binary data. The efficiency of above-mentioned protocols could be ensured through a structured taxonomy. The "media asset management" (MAM) sub-category of digital asset management mainly addresses audio, video and other media content. The more-recent concept of enterprise content management (ECM) often deals with solutions which address similar features but in a wider range of industries or applications. Smaller DAM systems are easier to categorize as to content and usage since they normally operate in a particular operational context. This would hold true for systems attached to audio- or video-production systems. The key differentiators here are the types of decoders and I/O (input/output) used for the asset ingest, use and outgest. Since metadata describes the essence (and proxy copies), the metadata can serve as a guide to the playout decoders, transcoders, and channels as well as an input to access-control rules. This means that the essence can be treated as a non-described storage object except when being accessed for viewing or editing. There is relevance to this when considering the overall design and use of larger implementations. The closer the asset is to the ingest/edit/playout tool, the greater the technical architecture needs to accommodate delivery requirements such as bandwidth, latency, capacity, access control, availability of resources, etc. The further the asset moves into a general storage architecture (e.g. hierarchical storage management ) the more it can be treated as a general blob (binary large object) that is typically held in a filesystem, not in a database. The impact of this set of needs means that it is possible and reasonable to design larger systems using smaller, more expensive performance-systems at the edge of the network where the essence is being used in its intended form and less expensive systems further back for storage and archival. This type of design exemplifies Infrastructure Convergence Architecture, where the line-of-business operations technology and IT technologies depend on one another for functional and performance (non-functional) requirements.
Views: 1408 The Audiopedia
Why Paying Investment Management Fees is a Losing Game
In this video, I share with you examples of misleading data from the "investment gurus" which serve only to separate you from your hard-earned investment dollars. I also point out WHY these investment guru's use faulty data...because they get rich off investing YOUR money. Yet, what happens to you when the market falls?? Do you get reimbursed? Yeah, not quite. Remember, my friends, investment management, where one tries to outperform the market is a zero sum game. Throw in the quite high fees and it's a game you can't win. Oh, don't get me wrong, someone wins, the investment managers! But not you. Don't fall for it. Your wealth is at stake. https://www.reuters.com/article/us-usa-election-hedgefunds/u-s-hedge-fund-managers-pour-money-into-2016-race-and-trump-is-a-factor-idUSKCN0WC19G ================================= If you like what you see, a thumbs up helps A LOT. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 GET MY BOOK: Strategic Money Planning: 8 Easy Ways To Put Your House In Order It's FREE if you're a Kindle Unlimited Subscriber! https://amzn.to/2wKGi50 GET ALL MY LATEST BLOGPOSTS: http://heritagewealthplanning.com/blog/ PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Active vs Passive Fund Management
In this short video, Intelligent Partnership's Daniel Kiernan covers some of the important differences between active and passive management and the impact that this can have on investment performance. This includes looking at the under performance of actively managed funds over time, and the impact that high management costs can have on investment performance. After viewing this video on Active vs Passive Management, you should have an understanding of: - The differences between active and passive management - The importance of asset allocation over active management - Issues and under performance of actively managed funds - High costs associated with active management - Cost of active vs passive funds - Costs compounded over time - How passive management still involves important decisions If you would like to learn more about active vs passive costs, and particularly the impact of costs compounded over time, please read this article on Costs Compounded - A Drag on Performance (intelligent-partnership.com/costs-compounded-a-drag-on-performance-2/) by Intelligent Partnership's Luke Jackson. www.intelligent-partnership.com/
Fed Fund Rates Easy Explanation
The Fed try’s to maintain interest with several tools. Complicated and never before tried. https://seekingalpha.com/amp/article/4256200-fed-funds-rate-ticks-2_44-percent-highest-since-2008 https://www.cnbc.com/amp/2018/12/19/fed-makes-key-adjustment-in-effort-to-keep-rates-in-line.html https://seekingalpha.com/amp/article/4255850-federal-funds-rate-communicating https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/us-fed-hike-what-is-the-ioer-and-what-does-it-mean email me: [email protected] or Real mail me: P.O. Box 731 Astoria, Or 97103 UneducatedEconomist Hoodie https://teespring.com/uneducated-hoodie#pid=212&cid=5823&sid=front Telegram channel: https://t.me/uneducatedeconomist Twitter: @uneducatedecon1 Want to tip me a coffee? https://www.paypal.me/meatbingo LTC: ME8cDg7SUYfSQvkfBHk2SKGhpV1Uv5GweN BTC: 3LwWSGq1SFNsiWvQK9JkiXe1RyvhZegUXE ETH: 0x5C87ffb67B4018EEC542156C0EF41a7c88448dfC BCH: qzzqxdhs7kegrqcswfzqr4vxex0z5afkzudwv2dcyd ZRX: 0x8b1b6C09E72D104743c90c0144D2A47320c1e045 BAT: 0x22a2eE46224b8fB8D641FFA5a814149a33491708 ZEC: t1Th5cEXeXoKMe1SScN49eyxsfYNzsce5ob - [ ]
What is P2P ASSET MANAGEMENT? What does P2P ASSET MANAGEMENT mean? P2P ASSET MANAGEMENT meaning - P2P ASSET MANAGEMENT definition - P2P ASSET MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Peer-to-peer asset management is the practice of sharing investment strategies between unrelated individuals, or “peers”, without going through a traditional financial intermediary such as a bank or other collective investment management vehicle. The rationale for P2P asset management is financial disintermediation. When multiple intermediaries participate in an investment management transaction, there is the potential for a conflict of interest between providers and buyers of the service, in a well documented sequence described in economic theory as the principal–agent problem. Intermediaries seek profit maximization. In the context of investment management, they offer the most attractive risk/return propositions to larger, more sophisticated customers. This maximizes their commission revenue for a given distribution effort. Further, given the option between two comparable investment opportunities, an intermediary enticed by investment management kickbacks will recommend the option most lucrative to him, perhaps at the expense of the best interests of non-sophisticated investors. This regime is under regulatory and competitive pressure because it privileges large, sophisticated investors at the cost of the choice available to the relatively worse-off, and because incentives are against the most vulnerable element of the chain. The FCA (UK), have implemented the “treating customers fairly” policy, with wide ranging reforms such as the Retail Distribution Review, gradually banning “kickbacks” whereby providers of investment management services reward “independent” advisers who place their products. Rather than the symptom - kickbacks and inadequate advice - new competitors tackle the issue - multiple intermediaries - by disrupting the intermediation chain. Propositions like Wealthfront (US) and Nutmeg (UK) leverage the reach of the Internet to pair a central provider of investment management services with end-customers, online. P2P Asset management takes dis-intermediation full circle. Rather than a central provider directing investors choices, an information exchange takes place between all investors, whereby the best performing strategies by all are made available to all. The first completely P2P provider is Darwinex (UK). Darwinex describe themselves as an exchange pairing providers with buyers of investment strategies, without intermediaries. Buyers pay providers with a share in their investment profits, with Darwinex acting as a central counter-party that independently lists the strategies for a public quoted price based off the underlying assets, rates strategy quality and manages investor risk. P2P asset management offers the potential benefit vs. centralized providers that all participants crowdsource strategies that are independently rated in a competitive set-up. While peer-to-peer asset management shares some of the characteristics of traditional investment management services, owing to its innovative nature it is sometimes referred to as an alternative financial service. The key characteristics of peer-to-peer asset management are: it is conducted for profit; it is open to all, without minimum investment volumes no necessary common bond or prior relationship between strategy providers and investors; intermediation by a peer-to-peer asset manager or strategy exchange; transactions take place on-line; Investors pick their chosen strategies without 3rd party advice;. P2P asset managers broadly require two sets of regulatory permission. The first is to carry out brokerage services on behalf of traders and investors. The second is to manage investment strategies on behalf of retail or professional investors.
Views: 47 The Audiopedia
Diversified Portfolio Investment & Asset Management | SBI Fund Guru
To understand more about diversified portfolio investment & different asset class management, visit https://fundguru.sbimf.com/tips-and-articles/need-of-professional-fund-management now! Financial markets are complex and dynamic in nature, and investments require periodical review and rebalancing to stay in sync with goals. Lack of proper management of the portfolio can result in huge losses. Managing your investment portfolio and choosing from different asset classes becomes a tedious activity. Investors who do not have the wherewithal to understand the complexities of the financial markets are better off taking professional help. One of the cheapest and easiest alternatives available for investors is to avail the help of the mutual fund industry. Expert mutual fund managers have expertise beyond that of the general public. Often times, the fund manager has developed advanced skills through specialized education, experience and professional designations that help you diversify your mutual funds investment portfolio. Diversified mutual fund investment portfolio is an integral part of financial management as it helps to reduce the risk associated with a particular asset class and or a single security in the asset class. To know more about professional mutual fund managers at SBI Mutual Fund, visit https://www.sbimf.com/en-us/about-us/our-people now! Connect with us Facebook: https://www.facebook.com/SBIMF Twitter: https://twitter.com/sbifundguru LinkedIn: https://www.linkedin.com/company/sbi-mutual-fund Google+: http://bit.ly/SBIMFGooglePlus YouTube: https://www.youtube.com/user/sbimutualfund Slide Share : http://www.slideshare.net/SBIMutualFund
Views: 1921 SBI Mutual Fund
Hotel Asset Management Guide: The Budget Process
Hotel Asset Management Guide: The Budget Process Source: http://www.tfgassetmanagement.com/news/hospitality/hotel-asset-management-guide-the-budget-process.aspx TFG Asset Management’s latest hotel asset management guide article shares the company’s view of the budget process. The annual budget is one of the period’s most important tasks set for the following business year. It is extremely important due to its direct link with the operator’s performance clause. Asset Managers act as the owner’s representative during hotel budgeting process discussions with operators, and it is imperative that they revise and challenge these proposals to ensure an optimal but realistic outcome. The asset management team carries out due diligence, which involves the assessment of historical annual and monthly performance and comparisons with the competitive market to obtain the most accurate analysis. Operators and asset managers arrange meetings to revise the proposed budget. During these encounters both parties analyse all figures, from the top-line to the bottom-line, covering capital expenditure and operating expenditure. More information about Asset management in Dubai: A shift in the all-day dining concept - https://youtu.be/9VMekaoU_KA HAM’s Role on Various Stages of Hotel Life Cycle - https://youtu.be/gDeJZX3AQqE Property Management Challenges and Their Prevention - https://youtu.be/3skFLboSygg Acquisition in Hotel Asset Management - https://youtu.be/13QttMRkoZ8
13.  Investment Banking - Front Office vs Middle Office vs Back Office
In this video, we discuss Investment Banking Front office vs Middle Office vs Back Office. Investment Banking Front Office In investment banking, front office essentially means those roles that interact directly with the clients. For example, sales and trading analysts have to interact with their clients on a daily basis. Investment bankers are in touch with their clients for pitching ideas. Likewise, equity analyst interacts with the client and advise them on BUY/SELL on stocks. Investment Banking Middle Office Investment Banking middle office roles include their interaction with the front office staff and ensures they comply with the rules and risks set by the team. Roles in risk management, process, and controls, strategy all come under Investment Banking Middle office. Investment Banking Back Office Investment Banking back office does all kind of reconciliation work after the trading. Also, the technology team also comes under the back office. You may learn more about this topic here in the article https://www.wallstreetmojo.com/investment-banking-roles-and-responsibilities/
Views: 8015 WallStreetMojo
Indianapolis Financial Advisor -  Financial Planning - Investment Management
LINK TO PRESENTATION: http://bit.ly/FinancialFingerprint CALL US AT: (317)875-0202 OUR WEBSITE: http://www.hffinancial.com Halter Ferguson Financial was founded in 1986 and with our financial advisors in Indianapolis, Indiana. We serve individuals and families from all over the United States and in the Central Indiana area including Brownsburg, Carmel, Fishers, and Zionsville. Our team of Indianapolis financial advisors offers experience in investment management and financial planning services to help you make better financial decisions to achieve your financial goals. We take the time to listen to your personal situation, identify your goals and needs, and build an investment portfolio or financial plan to suit your situation. Here is the AdvisoryHQ article where we are ranked a Top 10 Best Financial Advisors in Indianapolis http://www.advisoryhq.com/articles/best-financial-advisors-in-indianapolis/ Award Criteria Disclosure (see written 1:26 to 1:31 in video or) http://www.advisoryhq.com/articles/frequently-asked-questions/#SEC-Award-Criteria-Disclosure
Wellington Management on its investment approach and process
Portfolio manager Ian Link outlines his firm's investment strategy and how it identifies attractive dividend-paying stocks from around the world. https://vgi.vg/2E12NmJ
Views: 208 Vanguard Canada
Implementing Asset Management System with ISO 55001
Over the past several years, the asset management industry has fundamentally changed shape, it is critically more important than ever before. ISO 55000 defines Asset management as the "coordinated activity of an organization to realize value from assets". In turn, Assets are defined as follows: "An asset is an item, thing or entity that has potential or actual value to an organization". This webinar explores ISO 55001 and Asset Lifecycle Management. Moreover, the webinars gives a brief introduction of the six elements into which ISO 55001 divides asset management system. Main points covered: • Explore ISO 55001 • Asset Lifecycle Management • Explore the concept behind information Assets • Who is an Asset Manager and what the responsibilities of an Asset Manager are Presenter: Orlando Olumide Odejide is a PECB Certified Trainer. He is an experienced Enterprise Architect and Programme Director working on various technology solutions for client in the Financial Services, Manufacturing and Public Sectors. Date: 26 May, 2016 Organizer: Alba Keqa Slides of the webinar: http://bit.ly/1qWYP5v ------------------------------------------------------------------------------- Find out more about Risk and Management standard: Trainings: https://pecb.com/iso-55001-lead-implementer https://pecb.com/iso-55001-lead-auditor Webinars: https://www.pecb.com/webinars https://pecb.com/oldwebinar/implementing-asset-management-system-with-iso-55001 Article: https://pecb.com/article/4-key-stages-of-asset-management-life-cycle- Video: https://youtu.be/fvSuCYpIkfs ------------------------------------------------------------------------------- For more information about PECB: Website: https://pecb.com/ LinkedIn: https://www.linkedin.com/company/pecb/ Google +: https://plus.google.com/+PECB Facebook: https://www.facebook.com/PECBInternational/ YouTube: https://www.youtube.com/PECB Slideshare: http://www.slideshare.net/PECBCERTIFICATION
Views: 2087 PECB
List of asset management firms | Wikipedia audio article
This is an audio version of the Wikipedia Article: https://en.wikipedia.org/wiki/List_of_asset_management_firms 00:00:45 1 Largest companies 00:01:12 2 List of AMCs worldwide 00:01:22 2.1 Africa and Middle East 00:01:31 2.2 Asia 00:01:40 2.3 Australia 00:01:48 2.4 Europe 00:01:56 2.5 Americas 00:02:05 3 See also 00:02:18 4 Notes and references 00:02:28 5 External links Listening is a more natural way of learning, when compared to reading. Written language only began at around 3200 BC, but spoken language has existed long ago. Learning by listening is a great way to: - increases imagination and understanding - improves your listening skills - improves your own spoken accent - learn while on the move - reduce eye strain Now learn the vast amount of general knowledge available on Wikipedia through audio (audio article). You could even learn subconsciously by playing the audio while you are sleeping! If you are planning to listen a lot, you could try using a bone conduction headphone, or a standard speaker instead of an earphone. Listen on Google Assistant through Extra Audio: https://assistant.google.com/services/invoke/uid/0000001a130b3f91 Other Wikipedia audio articles at: https://www.youtube.com/results?search_query=wikipedia+tts Upload your own Wikipedia articles through: https://github.com/nodef/wikipedia-tts Speaking Rate: 0.9997866999654066 Voice name: en-GB-Wavenet-B "I cannot teach anybody anything, I can only make them think." - Socrates SUMMARY ======= An asset management company (AMC) is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification, liquidity, and professional management consulting service than is normally available to individual investors. The diversification of portfolio is done by investing in such securities which are inversely correlated to each other. Money is collected from investors by way of floating various collective investment schemes, e.g. mutual fund schemes. In general, an AMC is a company that is engaged primarily in the business of investing in, and managing, portfolios of securities.
Views: 3 wikipedia tts
Asset Management in Freshservice
IT Service Management cannot be truly effective without a clear understanding of the assets that the services depend on. This tutorial explains how to stay on top of your IT assets using Freshservice, and bridge the gap between ITSM and IT Asset Management. UPDATE: Barcode scanner for the iOS app https://support.freshservice.com/support/solutions/articles/207729-using-the-freshservice-ios-app-to-scan-barcodes-and-qr-codes Yet to sign up? Visit http://freshservice.com/signup?utm_source=Youtube&utm_medium=Organic&utm_term=Description&utm_campaign=AssetManagement&utm_content=TryItOut and try it out for free! Here are some ITSM resources you might find helpful: http://freshservice.com/resources/ And more product tutorial videos: https://www.youtube.com/playlist?list=PL_R2TKb71YyXo29CVEB5xAY98i1ipQds6 #Freshservice #ITSM #ITIL
Views: 11919 Freshservice
Hotel Investment Decisions Today
Tom French, President of Bull Realty's Hospitality Group, talks the state of the hotel market, hospitality financing, wealth creation vs. income enhancement, and PIPs. Tom Provides insight beneficial to hotel investment decisions for owners, operators, developers and asset managers. Visit their website: https://www.bullrealty.com/brokers/tom-french-12269 For incredible commercial agent training, check out show host Michael Bull’s online video training at: http://www.CommercialAgentTraining.com For more information or services contact show host Michael Bull, CCIM with Bull Realty at 404-876-1640 x 101 See if the show sponsors might be of value to you, or your referrals: http://bit.ly/2ty53e1 Subscribe to our weekly show topic email notification to know who’s on the show and the topic: http://bit.ly/2gfoKSN Subscribe to the show’s YouTube channel: http://bit.ly/2u1vr1n For more videos, podcasts, and articles visit: http://www.CREshow.com Connect with America’s Commercial Real Estate Show: LinkedIn: https://www.linkedin.com/company/america's-commercial-real-estate-show/ Facebook: https://www.facebook.com/CommercialRealEstateShow Twitter: https://twitter.com/CRE_show Instagram: https://instragram.com/creshow/
WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull FREE 5 Step Money Making Blueprint: http://www.ryanoscribner.com/start Follow Me On Instagram: @ryanscribnerofficial _______ Ready To Start Making Money Online? 🙌💸 FREE 5 Step Money Making Blueprint ▶︎ http://www.ryanoscribner.com/start My 7 Online Business Secrets For 2019 ▶︎ https://www.ryanoscribner.com/7-secrets FREE Affiliate Marketing Course ▶︎ http://www.ryanoscribner.com/free Steal My Business Model ▶︎ http://www.ryanoscribner.com/invest Affiliate Marketing Facebook Group ▶︎ http://www.ryanoscribner.com/facebook-group ___ Ready To Start Investing? 🤔💸 WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull BETTERMENT: "Passive investing, they manage everything for you." 📈 http://ryanoscribner.com/betterment FUNDRISE: "Passive real estate investing, 8 to 11% returns." 🏠 http://ryanoscribner.com/fundrise M1 FINANCE: "Invest in partial shares of stocks like Amazon." 📌 http://ryanoscribner.com/m1-finance LENDING CLUB: "Become the bank and make interest on loans." 🏦 http://ryanoscribner.com/lending-club COINBASE: "Get $10 in free Bitcoin (when you fund $100)." ⭐ http://ryanoscribner.com/coinbase MY INVESTING BLOG: “Learn how to invest today.” 📊 https://investingsimple.blog/ ___ Ready To Keep Learning? 🤔📚 Learn A New HIGH INCOME Skill 💰 http://www.ryanoscribner.com/skill My Favorite Personal Finance Book 📘 https://amzn.to/2NiyDiz My Favorite Investing Book 📗 https://amzn.to/2KEyd7D My 2nd Favorite Investing Book 📗 https://amzn.to/2tZmxBU My Favorite Personal Development Book 📕 https://amzn.to/2KJKgRn Not a fan of reading? Join Audible and get two free audio books! ❌📚 http://ryanoscribner.com/audible ___ DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons. HOLDINGS DISCLOSURE: Ryan Scribner holds the following stocks: General Electric (GE), Alibaba (BABA), JD(.)com (JD), Facebook (FB), Apple (AAPL) and National Grid (NGG). While reasonable steps are taken to keep this information updated, this list may not be the most current.
Views: 88112 Ryan Scribner
$26 billion dollar fund invests in crypto
Having called cryptocurrencies a bubble, and disputed Bitcoin’s status as a currency, Soros Fund Management, which manages the investments of the perennial investor George Soros, is ready to add crypto to its portfolio. According to Bloomberg, which cites people familiar with the Soros investment strategy, ‎ head of macro investing Adam Fisher has been granted internal approval to ‎trade cryptocurrencies in the last few months but hasn’t made any moves yet. So, it’s still unclear as to which exact token or technology they’ll decide to pour money into. Or even how many. “Bitcoin is not a currency because a currency is supposed to be a stable store of value and the currency that can fluctuate 25% in a day can’t be used for instance to pay wages because wages drop by 25% in a day. It’s a speculation. Based on a misunderstanding,” explained Soros back in January, while BTC was still reeling from a price drop following all-time highs at the end of 2017. “As long as you have dictatorships on the rise you will have a different ending, because the rulers in those countries will turn to Bitcoin to build a nest egg abroad,” Soros added, but didn’t go as far as predicting the hard drop experienced recently by the major tokens. Since his comments, BTC has fallen 40% but has enjoyed a mini renaissance recently, pushing it back up above $8,200, according to Coinbase’s price index at the time of writing. This isn’t Soros’ first foray into digital money though. His investment fund became the third-largest shareholder in the pro-cryptocurrency retailer Overstock back in February. And given that his comments came before a dramatic dip, it’s not impossible that the fund’s intention to directly invest in cryptocurrencies will provide a reverse effect and build on the recent, yet slow, rise in prices. Check out our channel https://www.youtube.com/channel/UC1c-rFNzv5at0ZhSsrjIoPw?view_as=subscriber Twitter https://twitter.com/blockchain____ Check out our site http://blockchaindaily.com Telegram https://t.me/blockchaindaily_news
Views: 13615 Blockchain Daily
08 - Symfony 3.1 - How to Use Assetic for Asset Management
In this video I will cover the following concepts: Installing and Enabling Assetic Including JavaScript Files Including CSS Stylesheets Dumping Asset Files Reference article: http://symfony.com/doc/current/cookbook/assetic/asset_management.html#cookbook-assetic-including-css -~-~~-~~~-~~-~- Please watch: "Apple iOS 10 - Features and Why should you upgrade?" https://www.youtube.com/watch?v=cYrLm6Xt9A0 -~-~~-~~~-~~-~-
Views: 4866 Santosh Jadagoudar
Five Winds Asset Management и QW Lianora Swiss Consulting   финансовые пирамиды Павла Крымова
Five Winds Asset Management и QW Lianora Swiss Consulting - финансовые пирамиды Павла Крымова ► Stopkrymov: http://stopkrymov.com/article/five-winds-asset-management Five Winds Asset Management и QW Lianora Swiss Consulting - ребрендинг пирамиды Questra мошенника Павла Крымова. Five Winds Asset Management и QW Lianora Swiss Consulting - это ничто иное как переименованные финансовые пирамиды Questra и A.G.A.M.. Под маской инвестиционных компаний скрываются крупные аферы международного преступника. Как вы знаете последнии новости о том, что владельцем финансовой пирамиды Questra World является Павел Крымов, вот как раз по данному проекту, открыто второе уголовное дело в Казахстане. Обращений уже насчитывается с 8-ми областей Казахстана и все они написали заяву на Павела Крымова. Число пострадавших растет все больше и больше, и это только те люди, которые набрались смелости и решения обратится в правоохранительные органы. Информация о том, что на организатора финансовой пирамиды Questra World Павла Крымова уже заведено несколько уголовных дел привела к существенному росту обращений обманутых вкладчиков. В Казахстане заявления в правоохранительные органы написали жители сразу 8 областей, сообщает Analitika Media. В настоящий момент создатель финансовой пирамиды Questra World, гражданин Украины Крымов Павел Геннадьевич 1975 г.р. является фигурантом сразу нескольких дел, возбужденных по ст. 190 ч. 4 п. 2 УК РК. - мошенничество в особо крупном размере. Проекты в которых вы могли потерять свои деньги: Solvena, Forex Trend, Panteon Finance, ShareInStock, Private FX, Questra World, Atlantic Global Asset Management, Five Winds Asset Management и QW Lianora Swiss Consulting. Важно отметить, что параллельно расследованиям правоохранительных органов, изучением афер, которые создал Павел Геннадьевич Крымов, занимаются крупные детективные агентства. Ваши вклады не испарились в воздухе, ваши деньги не пропали без следа. Они осели на счетах преступника, превратились в его шикарные автомобили, яхты и загородные апартаменты. Финансовые потери – результат мошеннической деятельности, и вы имеете полное право участвовать в процессе его наказания. Для это достаточно передать нам имеющуюся информацию и способствовать сбору очередной доказательной базы для дальнейшей передачи материалов в правоохранительные органы. На данный момент у вас есть возможность предоставить доказательную базу о своих потерях и приобщить их к процессу, в рамках которого будут запрашиваться компенсации за счет арестованного имущества и счетов Павла Крымова. Не позволяйте преступнику гулять на свободе и прокручивать свои мошеннические схемы! Способствуйте распространению истинной информации, рассказывайте о данном ресурсе друзьям и знакомым. И помните: справедливость должна быть восстановлена, а преступник обязан сидеть в тюрьме! Учитывая, что в последние года Павел Крымов управляет своими пирамидами из тени, нам остается только углубится в изучение компании Questra World и искать связи с самым крупным финансовым преступником 21 века! В конце концов, учитывая недавнее уголовное дело, а также информацию о расследованиях в Евросоюзе, мы можем с еще большей уверенностью говорить о том, что справедливость восторжествует и Павел Крымов будет сидеть в тюрьме! 💗 Likecoin – криптовалюта за лайки: https://likecoin.pro/@infosite/gxq4/ner6
Who Doesn't Love a Good Scandal? Qube Investment Management Comments on VW
Ready our report at: http://qubeconsulting.ca/publications/archives/2015/10/22/qube-quarterly-2015-q3/ Especially, when there is important investor wisdom to be found! This quarter’s theme is “Lessons Learned,” with our lead article talking about the VW debacle and the importance of governance research in the investment decision process.
Views: 310 Qubetips
Technology’s Impact on Investment Management
Growth in exponential technologies offers exciting investment opportunities for long-term investors. But are they right for you? www.edelmanfinancial.com/tv
Trends in India’s Hospitality Sector - Red Ribbon Asset Management
Full Article: http://bit.ly/HospitalityTrendsIndia Eco Hotels: http://bit.ly/EcoHotelsUKplc Invest in India: http://bit.ly/InvestmentRRAM India seems to do everything on a bigger scale these days: the fastest growing large economy on the planet and the highest rate of GDP growth anywhere in the world (currently a shade over 8%). So why settle for just one reason when you can have five? Why settle for one reason to explain the explosive growth in India’s hospitality sector over the past decade, something to tell us whether current growth rates in the sector are sustainable? And in case you’re wondering, the answer to the second part of that question is “yes”, but we’ll come back to that in a moment. First though the reasons for the sector’s extraordinary growth, and as promised there are five of them: a surge in middle class numbers as India’s population becomes steadily larger and more affluent (in other words, much more consumer led demand); an overall increase in absolute business and leisure travel numbers; rapid urbanisation of the population (meaning that you need more and bigger hotels in densely populated areas); progressive economic growth (the subcontinent’s rising population has more money to spend) and lastly (fifthly, as I’m sure you’re still counting), a doubling in domestic air travel numbers over the last seven years. All these factors have now come together in a perfect storm to booster mid-market hotel brands in India, and that means in particular mid-size business hotels and eco friendly hotels. In 2002 less than 25% of India’s hotel stock was mid-market in that sense, but this year the equivalent figure was 43% (according to the global advisory firm Horwath HTL). Between 2002 and March 2017 the supply of chain affiliated hotel rooms grew at 11% annually, but this too was outstripped by the mid-market segment, which grew over the same period at an impressive 15%. On any basis that is a striking shift in the market demographic over such a relatively short period, and if it tells us only one thing it is that now is perfect the time for investing in mid market hotel developments on the subcontinent. And not just because statistics favour the segment so strongly, because development makes more financial sense in absolute terms too.
KickVic starts Go Fund Me scam for rent! More smear articles!
Follow me on Stream.Me! https://www.stream.me/yellowflash Check out my Patreon! https://www.patreon.com/yellowflashcomics Check out my Twitch! https://www.twitch.tv/yellowflashcomics Follow me on Twitter! @yellowflashguy #VicMignogna #AnimeGate #IstandWithVic
Views: 80001 YellowFlash 2
Head of Fixed Income Asset Management Interview with CNBC Arabia  on SICO Fixed Income Fund
SICO’s Head of Fixed Income Asset Management , Ali Marshad Interview with CNBC Arabia on SICO Fixed Income Fund
Views: 258 SICO B.S.C.
Trident Asset Management - How To Negotiate a Settlement
Discover how to negotiate and settle with Trident Asset Management, and so it’ll improve your credit score. For the full story check out an article at: http://www.yourbadcreditcard.net/trident-asset-management/ Watch part one: https://youtu.be/PjW-NMufu9Q Watch how to improve my credit score: https://youtu.be/GbBH2UnU4VM Subscribe to our YouTube Channel: http://www.youtube.com/channel/UC4jYrn-kO81fttWugfCPmpA
Views: 38 Dan Willis

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