The survey found that investment professionals were aware of research advances but that only a minority of institutions actually used advanced techniques and more often than not in ways inconsistent with sound risk and investment management
commenced its CT High Grade Mezzanine[SM] investment management
initiative having entered into a $250 mdhon separate account with institutional investors to invest on a discretionary basis in senior commercial real estate mezzanine loans and B Notes and related instruments.
To help agencies effectively manage their substantial IT investments, the Congress has established a statutory framework of requirements and roles and responsibilities relating to information and technology management, that addresses, for example, (1) IT strategic planning/performance measurement (which defines what an organization seeks to accomplish, identifies the strategies it will use to achieve desired results, and then determines how well it is succeeding in reaching resultsoriented goals and achieving objectives) and (2) IT investment management
(which involves selecting, controlling, and evaluating investments).
A CPA firm has assembled a top-notch staff for its new wealth management practice and is now ready to provide comprehensive personal financial planning and investment management
Should investment management
firms be paid according to the size of the account they manage?
The asset management business of Voya Financial Inc (NYSE:VOYA), Voya Investment Management
announced on Tuesday the monthly common share distributions of two of its closed-end funds, Voya Global Equity Dividend and Premium Opportunity Fund (NYSE:IGD) and Voya International High Dividend Equity Income Fund (NYSE:IID).
BANKING AND CREDIT NEWS-April 15, 2019-Lear Investment Management
names new managing director
US-based financial services firm The Bank of New York Mellon Corp.'s (NYSE: BK) BNY Mellon Investment Management
asset management arm has entered into a definitive agreement to sell the business of real assets investment boutique CenterSquare Investment Management
to its management team and the private equity firm Lovell Minnick Partners, the firm said.
London: Macquarie Investment Management
(MIM), part of the asset management arm of Macquarie Group, has appointed Luisa Greselin as Head of Italian Distribution.
Bennett Lawrence Management, LLC, an investment management
firm, has leased the entire 43rd floor of The Lincoln Building at 60 East 42nd Street, announces Tom Beissel, the property's general manager.
CPAs may find direct SEC guidance on many, but not all, of these issues in a series of no-action letters from the SEC Division of Investment Management
. (See "Calculating Investment Performance" on page 42.)