Home
Search results “Asset or investment management”
Asset Management: Industry Overview and Careers in Asset Management
 
04:45
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: 105190 365 Careers
What is Investment Management?
 
03:22
What’s the difference between Asset Management and Investment Banking? This short video will help you learn about Investment Management. http://fidelityrecruitment.com
Views: 42343 Fidelity UK
What is asset management?
 
03:22
Find out more about our apprenticeship and internship opportunities on our website https://www.axa-im.com/en/careers This is a video excerpt from the MOOC “Investment Management in an Evolving and Volatile World” © AXA IM and HEC Paris 2016 https://www.coursera.org/learn/investment-management
Asset Management Outlook
 
58:32
The asset management industry has experienced profound changes in regulation and technology in the decade since the financial crisis. With managed global assets expected to reach $145 trillion by 2025, how can asset managers best position themselves to capitalize on shifts in regulation, human capital, new technologies, and customer preferences? Are investors' risk appetites changing, and how are asset managers adjusting their strategies or models for the coming year? What role can asset managers play in fostering good corporate governance? How are emerging technologies like automation and artificial intelligence reshaping asset management? Moderator Kate Kelly Reporter, New York Times Speakers Steven Goulart Executive Vice President and Chief Investment Officer, MetLife; President, MetLife Investment Management Nobel Gulati CEO, Two Sigma Advisers, LP David Hunt President and CEO, PGIM, The Investment Business of Prudential Ron Mock President and CEO, Ontario Teachers’ Pension Plan Ronald O'Hanley President and Chief Operating Officer, State Street Corp. #MIGlobal http://www.milkeninstitute.org/events/conferences/global-conference/2018/
Views: 3222 MilkenInstitute
Career Insights: Asset Management with Dhruv
 
05:28
Dhruv Goyal is from Mumbai, India, went to Harvard University as an undergraduate, and now lives in New York City ,where he works in asset management at BlackRock. Dhruv has also been admitted to Harvard Business School, where he will enroll after BlackRock as part of their world-renowned "2+2 Program." Learn about the world of asset management and the 2+2 Program, and hear Dhruv's advice from meeting the Dalai Llama! Subscribe To "Crimson Education" Channel HERE: http://bit.ly/2ha5MAA For more content from current "Harvard" Students, click HERE: http://bit.ly/2hXNy20 To "Ask" Students a Question, click HERE: http://bit.ly/2hoXssF Like "Crimson Hub" on Facebook HERE: http://bit.ly/2hSv4mu Follow "Crimson Hub" on Instagram HERE: http://bit.ly/2hXKZgv Interested in getting into an Ivy League visit "Crimson Education" for a FREE consultation, HERE: http://bit.ly/2iBB0RD We'll be releasing more brilliant content fortnightly. Watch thousands of free videos anytime, anywhere at Crimson Hub. Try it now! http://bit.ly/2hXNy20 --- Crimson Hub aims at reducing the informational barriers present around degrees, universities, and careers. We have filmed current and past students at some of the world's best education havens such as Harvard, Stanford, Oxford and much more. Whether you're wanting to learn about the secret societies at Yale, the party life at Harvard, the academics at Oxford, or the university classes at Stanford, we have it all. Oh, and best of all - it's free. Disclosure: We are in no way affiliated with BlackRock or Harvard.
Views: 9825 Crimson Education
What is Asset Management?
 
02:20
Find out about Asset Management and how Schroders creates value for its clients.
Views: 84502 Schroders
Natixis Investment Managers: an attractive business model in active asset management
 
04:12
Jean Raby, Head of Asset & Wealth Management at Natixis "We have a unique model that combines the agility and entrepreneurship of active investment teams together with a large at scale centralised distribution network."
Views: 499 Natixisvideos
WST: Overview of Financial Mkts - Asset Management Explained
 
03:23
Wall St. Training Self-Study Instructor, Hamilton Lin, CFA introduces the major jargon and finance terminology in finance. What exactly is the sell-side and the buy-side and do they affect the capital markets and why do they have a symbiotic relationship? What exactly is investment banking, sales & trading and research? How is it that asset management is the flip opposite and yet very similar at the same time? Put those questions to rest with this Overview of Financial Markets overview. This course is offered FREE for six months at: http://www.wstselfstudy.com Register for this course FREE at: http://www.wstselfstudy.com/register For more information of the video courses previewed here, go to: http://www.wstselfstudy.com/modules.html Over 80 hours of online, interactive Self-Study Videos! ***SPECIAL YOUTUBE OFFER*** Receive 20% off 5 month purchase at: http://www.wstselfstudy.com Use Discount code: youtube20 Wall St. Training Self-Study provides online, video-based, self-study financial modeling training solutions to Wall Street. Our interactive course modules are Excel-based and specialize in advanced and complex financial modeling, valuation modeling, investment banking, mergers & acquisitions and leveraged buyout training topics. Enhance your skills and master the content required by Wall Street investment banks, M&A, research, asset management, credit, and private equity firms.
Views: 39003 wstss
Alternative Investments Explained
 
03:10
Why do alternative assets matter? Watch how the power of alternative investments can generate strong returns, then visit blueskyfunds.com.au. Blue Sky Alternative Investments Limited is an Australian-based diversified alternative asset manager specialising in four asset classes: Private Equity, Private Real Estate, Hedge Funds and Real Assets. Visit blueskyfunds.com.au to find out more.
What do Asset Management Companies Do - How can Asset Management companies help you build wealth
 
02:53
What do Asset Management Companies Do - How can Asset Management companies help you build wealth. This is a detailed video explaining what an asset management company does and how an asset management company can help you with your investments. If you are interested in this topic, please research more on Google or on You Tube with the following keywords asset management, asset, management, asset management company, asset management companies, market,stocks,stock,stock market,finance (industry),investment (industry),finance,wall street,invest,investment,value investing (literature subject),trading,benjamin graham (academic),real estate,warren buffett (organization leader),vertekinvest,magazine,vertekvids,vertekbiz,forbes,business,money,cash,wealth,tai lopez,savings,personal finance,markets,mike and lauren,vanguard,edu,kevin o'leary,entrepreneur,speech,lifelong learning,bigthink.com,retirement,bigthink,big think,gold,investment,investing,money,financial,mcintyre,21st,jamie,century,beginner,basics,academy,wealth,investor,real estate investing,stock market,property,cash,credit,loan,retirement,to, investing,stocks,investment,academy,wall street,invest,stock market,investor (profession),tai lopez,young investor,entrepreneur,angel investor,how to make money,finance,save,analysis,real estate investing,residential,estate,forbes,business
Views: 4074 WealthOutline.com
Asset & Investment Management Meet the team
 
02:47
Asset & Investment Management Ltd Corporate video Meet the team
Views: 264 Stewart Twidle
Our People: Meet Emi, an Investment Management Vice President
 
02:12
Meet Emi, a vice president in the Investment Management Division’s Goldman Sachs Asset Management in Tokyo. Emi reflects on the importance of working together to create a positive client experience and shares her thoughts on her personal and professional development. Learn more: http://link.gs.com/u3xw
Views: 5214 Goldman Sachs
Investing 101: Stocks, Bonds, 401K, Cash, Portfolios, Asset Allocation, Etc.
 
06:38
This brief tutorial will teach you investing 101 and the terminology you need to understand if you're investing as a beginner and want to plan for retirement. In this video we describe everything about investing including: stocks, bonds, cash, asset allocation, portfolios, large-cap, mid-cap, small-cap, risk/reward, and other investing terminology you need to know.
Views: 164827 Smart Investing Trends
How To Become A Real Estate Asset Manager
 
04:35
Visit: http://www.guide-to-real-estate-investing.com Discover how to become a real estate assets manager. It's no doubt that investing in real estate can bring some very good returns of investments when done right... If you're planning on investing in real estate, 'Milton Barnes' through his ebook has helped a lot of folks who would like to get started with profitable real estate investing become successful investors, check out: http://www.online-ebook-review.com/guidetorealestateinvestingreview/ And don't forget to subscribe to our channel if you haven't yet: https://www.youtube.com/channel/UC___iPIIckXBVWFBwrbD-AA Stay connected: - Connect on Facebook, Like our page: https://www.facebook.com/Real-Estate-Investing-For-Beginners-438559866507341 - Connect on G+, Follow us: Search Terms: how to become a real estate asset manager, real estate asset management job description, real estate asset management definition, real estate portfolio management salary, real estate asset management salary, real estate asset management career path, real estate asset management jobs, real estate portfolio manager job description, difference between asset management and property management
What Is The Difference Between Investment Management And Wealth Management?
 
04:39
Investment management and wealth management - it is easy to be confused by these terms, especially since they are often misrepresented. What do they really mean, what are the key differences, and which might be best for you? What is wealth management? Wealth management looks at an individual's finances as a whole and how they can be managed to achieve their long-term financial and personal goals. In addition to handling clients' investments, wealth management encompasses a wide set of services, such as legal planning, insurance, accounting, and financial, charitable giving, and tax advice. There are higher minimum asset thresholds, and one can expect to pay higher fees for the more comprehensive service. Although a good manager could justify this through the savings their service provides. Advantages of wealth management As wealth managers offer many of the services of an investment manager, their clients gain the same benefits. However, the additional services on offer mean that wealth management can provide further advantages. Coherent Strategy As wealth management looks at all aspects of clients' financial affairs, it aims to provide a custom-made strategy to realise their objectives. For example, by combining different services, a wealth manager can find the best path to paying off a mortgage or planning for retirement, whilst avoiding tax inefficiencies or undue risk. This holistic approach attempts to understand and predict how different areas of an individual's finances interact and organise them appropriately. Simplicity A wealth manager can provide a single focal point for all financial matters. Rather than having a wide assortment of advisors, a wealth manager may replace the need for a separate financial planner or investment manager, for example. Their breadth of knowledge also means that they can act as a guide for those less familiar with the practices and technical language that often surrounds financial services. What is investment management? The primary role of the investment manager is to advise on, organise and grow clients' investments. After discussing a client's financial goals and acceptable risk levels, an investment manager assembles a portfolio of investments appropriate to their requirements. They then will keep clients updated on the state of their portfolio, offering recommendations and implementing changes. Advantages of investment management Investment management services sometimes require a minimum investment and come with a fee - generally a small percentage of the assets under management. However, they can offer numerous benefits. Reduced Risk With an investment manager constructing a diverse portfolio, assets are less vulnerable to fluctuations in individual investments. With hundreds of smaller investments likely spread across different industries and asset classes, if one performs poorly, others are likely to compensate. Convenience If the client desires, they can acquire a wide range of investments with the minimum effort, making it ideal for time-poor individuals. As the paperwork and day-to-day running is taken care of, much of the stress of investing is removed. Higher Returns One of the biggest advantage is that you can gain the knowledge of the professionals. The best investment managers often have a wealth of experience and worldwide networks which can help them spot the best opportunities and reach better results. Investment managers also have abilities that most individual investors do not. For example, they can increase their buying strength by pooling together several clients' assets, with each benefiting from the greater yields. Which is best for you? Which service is most suitable will largely depend on your net worth and the type of assistance you require. Whilst a wealth manager offers more services than an investment manager, it is generally only available, or necessary, for the most affluent clients, with the wealthiest even receiving fee discounts. Therefore, if you simply wish to see your investments grow, without the difficulty and risk of handling it yourself, gaining the services of an experienced investment manager could prove fruitful. However, for those with a higher net worth and a complex financial situation, the comprehensive methods of wealth management may be the best solution.
[Robert Kiyosaki] 4 Assets that make people Rich
 
02:53
Subscribe for more great videos, or check out: www.SRPL.net ========================== My poor dad always told me to me go to school and get a high-paying job. That’s not creating wealth. That's a job. My rich dad on the other hand always says work for assets. There are basically 4 asset classes that makes a person rich. Number 1 is Business. The richest young guys today start companies. Some great examples of this are Facebook, Google, Apple, etc. Number 2 is real estate. What my rich dad taught me is the combination of being an entrepreneur in business and an entrepreneur in real estate. Now due to this combination, I pay no tax and I make a lot more money. The 3rd asset is Paper. Savings in gold, papers like stocks bonds mutual funds are liquid. You make a mistake, you can get in and out real quick. The last asset is Commodities and this is why I own oil because in the U.S. if you deal in oil, you get tax breaks. So oil is very profitable. ========================== Subscribe for more great videos, or check out: www.SRPL.net
Views: 1933413 Success Resources
BlackRock: An Insight into Asset Management
 
34:52
We are joined by Joseph Gilhooly from the Liability Driven Investment Team at Black Rock. Joseph tells us about his journey from the Armed Services to his current position before going into more detail about Black Rock as an organisation. Joseph will explore the breadth of opportunity at Black Rock including a number of case study profiles.
Views: 6942 Officers' Association
Discover the asset management job areas
 
02:24
Find out more about our apprenticeship and internship opportunities on our website https://www.axa-im.com/en/careers This is a video excerpt from the MOOC “Investment Management in an Evolving and Volatile World” © AXA IM and HEC Paris 2016 https://www.coursera.org/learn/investment-management
Why Invest in Asset Management?
 
04:05
Is your municipality struggling to plan for growth, the effects of climate change and infrastructure updates? Learn how asset management planning and sustainability can help cities and towns of all sizes across Canada address these issues. First coined by Australian economist Dr. Penny Burns in 1984, the term "asset management" is now widely used in the municipal sector to focus on physical, rather than financial assets. "Infrastructure management" is sometimes used to mean the same thing. Municipal asset management can include all physical infrastructure assets managed by the municipality, including roads, bridges, water, wastewater, buildings, fleet, recreational facilities and equipment, natural assets, and public safety assets. There are significant social, environmental and economic gains to be made by helping to support municipal asset management practice in Canada. In applying it, communities across Canada will be better positioned to make their infrastructure dollars go further, with a lighter environmental footprint. Take five minutes to watch this video to see how asset management planning can help your community. http://www.fcm.ca/assetmanagement
Views: 4328 FCM Channel English
Axia Software: Asset Management vs Asset Investment Planning
 
04:25
Trevor St. Germain - CTO and co-founder of Axia Software Corporation discusses the difference between asset management and asset investment planning.
Views: 1087 AxiaSoftwareCorp
2018 Investment Outlook: Goldman Sachs Asset Management’s Kane Brenan
 
02:28
Kane Brenan, Global Portfolio Solutions, Goldman Sachs Asset Management, explains the implications for investors in 2018, across the major asset classes. Learn more: http://link.gs.com/eD3H
Views: 398705 Goldman Sachs
16. Portfolio Management
 
01:28:38
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 428012 MIT OpenCourseWare
What's Driving the Asset Management Industry Today?
 
59:35
Asset management must continue to adapt to a rapidly changing financial landscape to keep business models and strategies effective. Influencing the way ahead are geopolitical influences (e.g., Brexit), demographic changes, technology, interest rates, and transparency and governance issues. Leaders of international asset management companies discuss what is on their agenda. Moderator Karen Tso, Anchor, CNBC Europe Speakers Michael Freno, Head of Global Fixed Income and Multi Asset, Barings Michele Gesualdi, Chief Investment Officer, Kairos Investment Management Rick Lacaille, Executive Vice President and Global Chief Investment Officer, State Street Global Advisors Gregory Williamson, Chief Investment Officer, American Red Cross
Views: 3995 MilkenInstitute
2016 Macquarie Group Operational Briefing: Macquarie Asset Management
 
04:36
Macquarie Asset Management has been managing assets for institutional and retail investors for over 20 years and has over $A480b worth of assets under management. Head of Macquarie Asset Management, Shemara Wikramanayake, along with Martin Stanley, Executive Director, Macquarie Infrastructure & Real Assets and Ben Bruck, Executive Director, Macquarie Investment Management, discuss the three business lines and what differentiates the business from other market participants.
Views: 2456 Macquarie Group
The Structure of the Asset Management Industry
 
24:51
On January 9, the Initiative on Business and Public Policy at Brookings hosted an event addressing how to regulate asset managers to maximize economic growth without endangering financial stability, with experts from a variety of backgrounds sharing their perspectives. http://www.brookings.edu/events/2015/01/09-asset-management-financial-stability-economic-growth Subscribe! http://www.youtube.com/subscription_center?add_user=BrookingsInstitution Follow Brookings on social media! Facebook: http://www.Facebook.com/Brookings Twitter: http://www.twitter.com/BrookingsInst Instagram: http://www.Instagram.com/brookingsinst LinkedIn: http://www.linkedin.com/com/company/the-brookings-institution
Views: 6270 Brookings Institution
2017 Fink Investing Conference: Passive vs. Active Asset Management
 
01:32:18
With a panel featuring Joshua Emanuel of Wilshire Funds Management, Meb Faber of Cambria Investment Management Inc. and Mark Hebner of Index Fund Advisors Inc., Professor Lars Lochstoer leads a discussion surrounding the benefits and drawbacks of passive versus active asset management at the 2017 Fink Investing Conference.
Views: 8009 UCLAAnderson
The Asset Management Outlook
 
01:11:40
Moderator Jason Kelly, Executive Editor, Bloomberg Television Speakers David Druley, Chairman and CEO, Cambridge Associates Nobel Gulati, CEO, Two Sigma Advisers, LP David Hunt, President and CEO, PGIM, The Global Investment Management Business of Prudential Financial, Inc. Michelle McCloskey, President, Man Americas; President, Man FRM Ron Mock, President and CEO, Ontario Teachers’ Pension Plan This session will examine the major trends likely to impact the asset management industry during the coming year, including shifts in regulation, customer preferences, human capital, and the effect emerging technologies such as automation and artificial intelligence may have on the industry. Potential questions: How are hedge funds, private equity firms, and traditional asset management businesses evolving? What is the outlook for alternative investments? How is talent being recruited, developed and maintained? How is artificial intelligence reshaping asset management?
Views: 6422 MilkenInstitute
Future of AI in asset management
 
08:26
MetLife Executive V.P. Steve Goulart on the U.S. economic outlook, Federal Reserve policy and the impact of technology on asset management.
Views: 748 Fox Business
BPI Asset Management launches two new investment funds
 
03:09
Allen Dee, BPI Asset Management's Head of Investment Solutions, talks about the two new investment funds, BPI US Equity Index Feeder Fund and BPI European Equity Index Feeder Fund, that allow investors to take advantage of the global market opportunities. To know more, visit www.bpiassetmanagement.com
What are ASSETS UNDER MANAGEMENT? What do ASSETS UNDER MANAGEMENT mean?
 
02:23
What are ASSETS UNDER MANAGEMENT? What do ASSETS UNDER MANAGEMENT mean? ASSETS UNDER MANAGEMENT meaning - ASSETS UNDER MANAGEMENT definition - ASSETS UNDER MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. In finance, assets under management (AUM), sometimes called funds under management (FUM), measures the total market value of all the financial assets which a financial institution such as a mutual fund, venture capital firm, or brokerage house manages on behalf of its clients and themselves. Assets under management (AUM) is very popular within the financial industry as a measure of size and success of an investment management firm, compared with its history of assets under management in previous periods, and compared with the firm's competitors. Methods of calculating AUM vary between firms. Investment management companies generally charge their clients fees as a proportion of assets under management, so assets under management, combined with the firm's average fee rate, are the key factors indicating an investment management company's top line revenue. The fee structure depends on the contract between each client and the firm or fund. Assets under management rise and fall. They may increase when investment performance is positive, or when new customers and new assets are brought into the firm. Rising AUM normally increases the fees which the firm generates. Conversely, AUM are reduced by negative investment performance, as well as redemptions or withdrawals, including fund closures, client defections and other generally adverse events. Lower AUM tend to result in lower fees generated. Assets under management includes: Capital raised from investors; and Capital belonging to the principals of the fund management firm. For example, if fund managers contribute $2B of their own capital to the fund and raise additional $10B from investors, their AUM is $12B.
Views: 2623 The Audiopedia
Salesforce for Asset Managers
 
43:25
The Asset Management industry is undergoing significant changes in response to a variety of economic, demographic and industry-related pressures. Investors now expect more personalized and tailored services from their investment managers – making client servicing one of the most important and complex functions of Asset Management. In this recorded webinar, we demonstrate how the Salesforce platform is fully capable of supporting complexities and specific needs of the Asset Management industry. LiquidHub has created Salesforce for Asset Managers — a template which sits on top of the Salesforce platform — incorporating industry-best practices and supporting industry-specific integrations.
Views: 489 LiquidHub
Passive vs Active Fund Management: What's the Difference? Index Funds & Mutual Funds Explained
 
10:56
Passive vs Active Fund Management: What's the Difference? Index Funds and Mutual Funds Explained. Thinking of investing some of your savings in the financial markets? How about using managed funds? Do you know the difference between Active & Passive Fund Managers? This investing tutorial will explain this difference and some key ideas behind the two forms of asset allocation. These lessons will be applicable to Mutual Funds (Active Investing) & Index Funds (Passive Investing). So what's included in the explanatory video? * The Key Difference between Passive & Active Management * Issues, Benefits & Drawbacks of Active Funds * Issues, Benefits & Drawbacks of Passive Funds * And a Review If you'd prefer to read a description rather than watch a full lesson, here is the key idea: The key difference between active & passive fund management investing (mutual fund and index fund investing).... Active Funds; Actively try to beat a benchmark performance (such as an index) by picking individual groups of stocks that will outperform the market. Passive Funds; Attempt to mirror the performance of an index by holding groups of stocks that reflect the underlying index as per its constituents and their relative proportion within the index. Also... Active funds (mutual funds) are ‘actively’ trying to beat the market. Passive funds (index funds) are ‘passively’ trying to mirror the market. Active funds (mutual funds) rely more on security analysis. Passive funds (index funds) rely more on administration. Active funds (mutual funds) have higher costs with the opportunity for higher returns. Passive funds (index funds) have lower costs and accept market returns. Saving now and wanting to invest soon, but don't know where to start? Check out the tutorial and take one of your first steps into funds management with active mutual fund or passive index funds. Happy viewing! Cheers, Axel --------------------- This video was brought to you by accofina. Other accofina Products & Services: Free Spreadsheets: 1) Ratio Analysis Calculators & Formulas http://www.accofina.com/spreadsheets/ratio-analysis-excel.html 2) Capital Budgeting http://www.accofina.com/spreadsheets/capital-budgeting-excel.html 3) Time Value of Money Calculators & Formulas http://www.accofina.com/spreadsheets/time-value-money-excel.html 4) 2-Year Monthly Cash Flow Forecast http://www.accofina.com/spreadsheets/cash-flow-forecast-excel.html 5) Retirement Planner http://www.accofina.com/spreadsheets/retirement-planner-excel.html Free Books: 1) Accounting: Foundation Inputs & Outputs http://accofina.com/free-books/accounting-foundations.html 2) 331 Great Quotes for Entrepreneurs http://accofina.com/free-books/331-great-quotes-entrepreneurs.html Books: 1) Ratio Analysis Fundamentals http://accofina.com/books/ratio-analysis-fundamentals.html 2) Balance Sheet Basics http://accofina.com/books/balance-sheet-basics.html 3) Income Statement Basics http://accofina.com/books/income-statement-basics.html 4) Cash Flow Statement Basics http://accofina.com/books/cash-flow-statement-basics.html 5) Financial Statement Basics http://accofina.com/books/financial-statement-basics.html 6) Corporate Finance Fundamentals http://accofina.com/books/corporate-finance-fundamentals.html a) Amazon Author Page: http://www.amazon.com/author/axeltracy b) Goodreads Author Page: https://www.goodreads.com/author/show/7450542.Axel_Tracy iOS Apps: 1) Ratio Analysis & Management Accounting Calculators http://accofina.com/apps/management-accounting-ratio-analysis-app.html 2) Ratio Analysis & Management Accounting Calculators 'Lite' http://accofina.com/apps/lite-management-accounting-ratio-analysis-app.html 3) Profitable Pricing http://accofina.com/apps/profitable-pricing-app.html a) Bidi Capital (accofina) Apps http://appstore.com/bidicapitalptyltd Online Learning: 1) Financial Statement Fundamentals http://accofina.com/online-education/financial-statement-fundamentals.html a) Udemy Instructor Page https://www.udemy.com/u/axeltracy/ b) YouTube Channel http://www.youtube.com/accofina Free Online Calculators: http://www.accofina.com Social Networking & Contact: 1) Facebook http://www.facebook.com/accofinaDotCom 2) Twitter http://www.twitter.com/accofina 3) LinkedIn https://www.linkedin.com/company/bidi-capital-pty-ltd 4) Google+ http://plus.google.com/+accofina
Views: 5086 AccoFina
Webinar: Asset Investment Planning & Management – A Best Practice of ISO 55000
 
58:57
On April 4, 2014, Energy Central hosted a webinar featuring Boudewijn Neijens from Copperleaf, Jim Nightingale from Capgemini’s energy practice, and Jim Dieter, ANSI US Head of Delegation to ISO PC/251 for ISO 55000. In this webinar, the panel of experts discuss: - An overview of ISO 55000 - Capital planning under ISO 55000 - Leveraging AIPM to realize the maximum value from your assets - Case studies and project experience - Getting started with ISO 55000 and AIPM
Views: 1741 Copperleaf
Fundamentals of Wealth Management
 
53:14
The complete lesson. Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937. Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors. This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients' portfolios for long-term investment success. We could call it "How to survive bad markets...and thrive in good ones." Website: http://www.dow.us *** Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.
Views: 69870 Dow Wealth
Pinnacle Investment Management 2017: Hyperion Asset Management
 
11:35
In this 12 minute presentation from the Pinnacle Investment Summit 2017, Tim Samway, Managing Director at Hyperion Asset Management discusses networks, platforms & earnings growth.
How FinTech is shaping asset & wealth management: Beyond automated advice
 
03:29
Learn more at PwC.com - http://www.pwc.com/awmtech PwC's Julien Courbe and Michael Reneri talk about the impact of FinTech of the Asset and Wealth management industy
Views: 4694 PwC
Barings is Rebranded in a Merger That Created a Huge Asset Management Firm
 
05:30
Barings has been rebranded this week after a merger that creates an investment company with $275 billion in assets under management. Now one of the biggest asset managers, the firm was created following the completion of the merger of MassMutual's asset businesses. Tom Finke, chairman and CEO of Barings, says the firm will be able to cater to customers seeking investments in all asset classes. He told TheStreet's Rhonda Schaffler how the firm will continue to grow its business. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
The Evolution of Hedge Funds and the Future of Asset Management
 
53:50
With almost $3 trillion in assets -- and the freedom to invest opportunistically worldwide -- hedge funds have become one of the most important market-moving forces of the last few decades. This panel brings together leading founders of hedge funds and asset managers for a conversation about the evolution of the industry. Some of the questions that will be addressed: With more hedge funds than ever before, how can a manager generate meaningful returns? Are fee structures likely to change significantly with increasing pressure from institutional clients? In this highly personality-driven business, how does the role of a founder change as a fund grows -- and can a fund succeed the person who created it? Moderator Ilana D. Weinstein, Founder and CEO, The IDW Group LLC Speakers Cliff Asness, Co-Founder, Managing Principal and Chief Investment Officer, AQR Capital Management Neil Chriss, Founder and Chief Investment Officer, Hutchin Hill Capital Steven Cohen, Chairman and CEO, Point72 Asset Management; Co-Chair and Co-Founder, Steven & Alexandra Cohen Foundation
Views: 44309 MilkenInstitute
What is INVESTMENT MANAGEMENT? What does INVESTMENT MANAGEMENT mean?
 
02:55
What is INVESTMENT MANAGEMENT? What does INVESTMENT MANAGEMENT mean? Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). The term asset management is often used to refer to the investment management of collective investments, while the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of so-called "private banking". The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Coming under the remit of financial services many of the world's largest companies are at least in part investment managers and employ millions of staff. The term fund manager (or investment advisor in the United States) refers to both a firm that provides investment management services and an individual who directs fund management decisions. According to a Boston Consulting Group study, the assets managed professionally for fees reached an all-time high of US$62.4 trillion in 2012, after remaining flat-lined since 2007. Furthermore, these industry assets under management were expected to reach US$70.2 trillion at the end of 2013 as per a Cerulli Associates estimate. The global investment management industry is highly concentrated in nature, in a universe of about 70,000 funds roughly 99.7% of the US fund flows in 2012 went into just 185 funds. Additionally, a majority of fund managers report that more than 50% of their inflows go to only three funds.
Views: 1849 The Audiopedia
Why TAMPs And Outsourced Investment Management Are The Future For Most Advisors
 
16:41
An "#OfficeHours with Michael Kitces" Periscope, talking about why TAMPs and outsourced investment management are the future. For further details, see https://www.kitces.com/blog/tamp-turnkey-asset-management-platform-sub-advisor-outsourced-third-party-manager/
Views: 1697 Michael Kitces
PHILAM ASSET MANAGEMENT INC: Philam Strategic Growth Fund Review
 
05:23
PHILAM ASSET MANAGEMENT INC: Philam Strategic Growth Fund Review- Free Ebook: 5 Easy Steps On How To Invest Mutual Funds In The Philippines For BeginnersFree: http://bit.ly/FMIfreereport If You have any further Questions please add me or PM me on my facebook: http://on.fb.me/1pRB91G philam fund prices, philam life equity fund performance, philam strategic growth fund inc. historical data, philam life mutual fund reviews, pami equity index fund, philam strategic growth fund bloomberg, philam strategic growth fund review, philam life money tree, philam funds navps, philam strategic growth fund bloomberg, philam fund prices, pami philam equity index fund, pami equity index fund,
Go digital or go home - Digital will disrupt the asset management industry
 
21:55
Thorsten Michalik explains why it's time to "Go Digital or go Home" for the asset management industry at the DWS Digital Convention 2018. The homeless in China using a QR Code to facilitate easier donations from passers-by is only one aspect of digitization, according to Thorsten Michalik. Its impact on the financial industry is far stronger. It may happen via YouTube, podcasts or Whatsapp. Michalik’s opening remarks at the conference in a nutshell: the behavior of users is going to change. This talk was presented at the DWS Digital Convention 2018 in Berlin. Find out more about DWS Digital Convention 2018 at https://go.dws.com/YKKwU9lS. About the speaker Thorsten Michalik, Co-Head Global Coverage Group & Regional Head of AM EMEA at DWS, is responsible for supervising the distribution of the whole array of DWS products. Be it active, passive or alternative. About DWS DWS Group GmbH & Co. KGaA (DWS) is one of the world's leading asset managers. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.
Views: 300179 DWS Group
The Digital Age of Finance: Technology's Impact on Asset Management
 
56:21
Innovations in financial technology, both from within and outside the financial industry, promise to revolutionize the money management business. What are the opportunities, and what risks are posed by the growing digitization of trading? If automated, algorithm-driven services are able to effectively invest large amounts of capital, will human managers retain any edge, or will they be made obsolete? Can technology enable managers and institutional investors to work together more efficiently, and how do they collaborate with tech companies to mitigate risk and enhance performance? Our panel of experts will address the technology transformation and how it impacts their business. Moderator Ted Lee, Senior Portfolio Manager, Canada Pension Plan Investment Board Speakers Michael DeAddio, Chief Operating Officer, WorldQuant Nobel Gulati, CEO, Two Sigma Advisers, LP Ian Martin, Executive Vice President and Head of Global Markets and Global Exchange, Asia-Pacific, State Street Sanjay Tikku, Senior Advisor, KAUST Investment Management Co.; Visiting Professor, University of Hong Kong
Views: 3038 MilkenInstitute
What is DISCRETIONARY INVESTMENT MANAGEMENT? What does DISCRETIONARY INVESTMENT MANAGEMENT mean?
 
04:30
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: 369 The Audiopedia
How to become a Portfolio Manager FAST (tips from Ex-Lehman analyst)
 
02:36
Thanks for watching and please subscribe! For business inquiries, please email [email protected] This is a MOTIVATIONAL video which explains how to get a job as a portfolio manager. It is especially useful for CFA charterholders and CFA candidates who are curious about how to get a job as a money manager. Thanks for watching and please subscribe!
Views: 22907 Grillo Invest
Investment Banking Industry Overview (Asset Management)
 
09:21
An overview of the asset management line of business.
Views: 46 Markets Chimp
Bite-Sized Video Interview - Asset and Investment Management
 
01:48
We asked course director Sean Brew, Regional Director at Lambert Smith Hampton, the following question: 'How attractive is commercial property as an asset class?'. For more information on our upcoming CPD course 'Asset and Investment Management', follow this link: http://www.henrystewartconferences.com/CPDCourses2018SS/asset_investment_management_3893/
Introduction to thinkFolio: IHS Markit’s multi-asset investment management platform
 
01:49
Find out about the thinkFolio managed service and different use cases, including portfolio modelling, decision support, compliance, OMS, cash management and IBOR. More information available here: http://www.markit.com/Product/ThinkFolio
Views: 804 Markit
Legal and General Investment Management named most innovative asset manager
 
06:12
John Roe and Chris DeMarco explain what set LGIM apart from the competition and helped them bag the gong at Engaged Investor's Trustee Awards 2013
Views: 1723 PensionsInsight
Introduction to Investment Management - 4 Shires Asset Management
 
02:22
Jeremy Le Sueur introduces the 4 Shires discretionary investment management service. Risk Disclaimer This video is only intended for UK investors. None of the information on this video is investment advice nor does it constitute a solicitation or invitation to subscribe for securities or investments. Please note that the value of investments and the income derived from them may fluctuate and an investor may not receive back the amount originally invested. Where past performance is shown it refers to the past and should not be seen as an indication of future performance. Where overseas securities are held the rate of exchange may cause the value of the investment to go up as well as down. Any forecast, projection or target is indicative only and is not guaranteed in any way. We accept no liability for any failure to meet such a forecast, projection or target.
Views: 211 4Shires

Investment banking cover letter sample analyst interview
Read sample cover letters for resume
Electricians cv cover letter
Termios sample cover letter
Annotated bibliography mla example 2014 jeep