Investmentmanagement is the professional management of various securities shares, bonds and other securities ... asset management is often used to refer to the investmentmanagement of collective investment s, while the more generic fund management may refer to all forms of institutional investment as well as investmentmanagement for private investors. Investment managers who specialize in advisory or discretionary ... . The provision of investmentmanagement services includes elements of financial statement analysis .... Investmentmanagement is a large and important global industry in its own right responsible for caretaking ... in the United States refers to both a business firm that provides investmentmanagement services and an individual who directs fund management decisions. Industry scope The business of investment has ... . Process of investmentmanagementInvestmentmanagement also known as portfolio management ... need to be addressed. Choice of the asset mix In investmentmanagement the most important ... cite book last Prasanna first Chandra title Investment analysis and portfolio management. year 2008 ... structures At the heart of the investmentmanagement industry are the managers who invest and divest .... ref cite book last Chandra first Prasanna title Investment analysis and portfolio management ... the title of InvestmentManagement or Asset Management conferred as specialist bachelor s degree ... in Canada, are required for practitioners in the investmentmanagement industry. A graduate degree ... in having a career in investmentmanagement. Citation needed date February 2007 There is no evidence ... Investment List of asset management firms Passive management Exchange traded fund Pension fund Portfolio ... The Evolution of InvestmentManagement. Financial Analysts Journal, vol. 48, no. 2 March April 1992 ... Company Institute US industry body http www.investmentuk.org InvestmentManagement Association ... management Finance Financial risk DEFAULTSORT InvestmentManagement Category Financial services ... more details
advert date October 2010 Neptune InvestmentManagement is a UK fund management company founded in May 2002 and based in Hammersmith , London . Neptune focuses exclusively on fund management and offers a range of collective investment schemes principally investing in equities . These schemes include OEIC s, Unit Trusts and a Luxembourg domiciled SICAV . References reflist External links http www.neptunefunds.com DEFAULTSORT Neptune InvestmentManagement Category Financial services Category Investmentmanagement companies of the United Kingdom finance company stub ... more details
Orphan date February 2009 Unreferenced date August 2007 Formerly Confederation Life Investment Counseling, Sprucegrove InvestmentManagement Limited was founded in 1993 by Messrs. Watson, Clark, and Fyfe. A privately held, Toronto based company Ontario, Canada , Sprucegrove InvestmentManagement Limited is owned by its employees. They manage in excess of 20 billion, including 10 billion for American clients. Sprucegrove is one of a few international and global equity managers located in Toronto. Some of the others are believed to include Black Creek IM, Burgundy, Ontario Teachers Pension Plan , Sky, TD Asset Management, Gryphon International, Templeton which may have relocated its investment team and Trimark. Sprucegrove uses a value philosophy not completely dissimilar from an investor like Warren Buffett . It aims to identify high quality companies in hope of making purchases at reasonable to attractive valuations. Category Investmentmanagement companies of Canada ... more details
POV date May 2009 unreferenced date September 2011 The Journal of InvestmentManagement JOIM is a fully refereed publication that bridges the theory and practice of investmentmanagement . The Journal Of InvestmentManagement offers rigorous research with practical significance, drawing from the disciplines of finance , economics and accounting . JOIM s framework for editorial review is fundamental to JOIM s mission. Aside from the double blind refereeing of all manuscript s, authors are encouraged to place equation s in a technical appendix with each equation accompanied by a descriptive interpretation in words. Other features of JOIM include a Practitioners Digest which highlights the practical significance of each manuscript an Insights section where leading authorities from academia and the profession share insights or thoughts Case Studies on topics of timely interest a review of Survey Of The Literature, including important new work or additional material related to one of the papers published a review of Street Research which covers rigorous research material produced by Wall Street and Book Reviews. External links http www.joim.com JOIM DEFAULTSORT InvestmentManagement, Journal of Category Economics journals ... more details
Infobox company company name Khan InvestmentManagement company logo File Khan InvestmentManagement Logo.png 250px type Limited company traded as foundation founder location city location country location Ulaanbaatar , Mongolia , Cayman Islands , Singapore locations area served key people Travis Hamilton, Narantuguldur Saijrakh, Jeffrey Cole, Miles Bird industry Investments products investmentmanagement revenue operating income net income aum assets equity owner num employees subsid slogan homepage http www.khan management.com Khan Management.com dissolved footnotes intl Khan InvestmentManagement is an investmentmanagement and advisory group. ref name cnbc http video.cnbc.com gallery ?video 3000077887 Investing in Mongolia CNBC . March 11, 2012. ref ref http www.bbc.co.uk news business ... article 2011 07 05 idUS58413 05 Jul 2011 PRN20110705 Khan InvestmentManagement to Launch Mongolia Equity Fund . Reuters . July 5, 2011. ref The firm launched the first open ended investment vehicle ... InvestmentManagement Reuters . ref The firm was founded by Travis Hamilton in March 2011 to access investment opportunities in Mongolia, and is based in Singapore and the Cayman Islands . ref name cnbc ref http news.yahoo.com khan investmentmanagement mongolia investment summit 000055769.html Khan InvestmentManagement at the Mongolia Investment Summit . Yahoo News. November 29, 2011. ref History ... a fund. ref name seekingalpha In November 2011, Khan InvestmentManagement launched the Khan Mongolia ... http www.bloomberg.com news 2012 01 24 khan investment s hamilton on opportunities in mongolia video .html Khan Investment s Hamilton on Opportunities in Mongolia Video . Bloomberg . January 23, 2012. ref In 2010, Hamilton left his position at the Helvetica group and visited Mongolia to explore investment .... ref name reuters References reflist 2 External links http www.khan management.com Khan InvestmentManagement website Category Companies of Mongolia Category Ulan Bator ... more details
Use mdy dates date January 2012 Infobox company name LaSalle InvestmentManagement logo File LaSalle InvestmentManagement logo.jpg 275px foundation 1999 location city Chicago, IL location country United ... Executive Officer, Global small industry InvestmentManagement aum 47.3 billion ref http www.lasalle.com ... www.lasalle.com Pages default.aspx intl Test LaSalle InvestmentManagement LaSalle is a real estate investmentmanagement firm that invests solely in real estate and no other asset class. ref name lasalle1 cite web url http www.lasalle.com Pages default.aspx title LaSalle InvestmentManagement LaSalle InvestmentManagement publisher lasalle.com accessdate January 30, 2012 ref LaSalle manages capital ... from across the globe. LaSalle InvestmentManagement is an independent subsidiary of Jones ... InvestmentManagement Company The LaSalle Approach publisher Lasalle.com accessdate January 30, 2012 ... a predecessor launched in 1968, in 1999. ref name lasalle1 The respective fund management divisions merged to form LaSalle InvestmentManagement. LaSalle is headquartered in the Aon Center Chicago ... 30, 2012 ref Sustainability in real estate LaSalle InvestmentManagement has stated that they recognize ... real estate. References references Category Investmentmanagement companies of the United States Category ... estate equity through a range of investment vehicles. LaSalle products include separate accounts ..., 2012 ref LaSalle won a Performance Award at the Investment Property Databank Investment Property Forum Property Investment Awards 2011 in London. ref cite web url http www.europe re.com system main.php?pageid 2476&articleid 17926 title IPD IPF UK Property Investment Awards 2011 The Winners UK publisher ... CSR Full Report.pdf ref In July 2009, LaSalle became a signatory as an Investment Manager to the Principles for Responsible Investment United Nation s Principles of Responsible Investment UNPRI . ref cite web url http www.unpri.org title Principles for Responsible Investment Official ... more details
Infobox company company name Generation InvestmentManagement LLP company logo Image GIM logo.png Generation InvestmentManagement logo company type Independent, private, owner managed partnership foundation 2004 location London, England locations 3 London, England London , New York City New York , Sydney, Australia Sydney key people Al Gore , Chairman br David Blood, Managing Partner br Mark Ferguson, Chief Investment Officer br Peter Harris, Chief Operating Officer br Peter S. Knight, President of Generation U.S. br Colin le Duc, Head of Research , Head of global Investments Mark Mills num employees 36 2010 homepage http www.generationim.com www.generationim.com Generation InvestmentManagement LLP GIM is a London based investmentmanagement firm with an investment style that blends traditional ... and corporate governance. Generation InvestmentManagement LLP is authorized and regulated ... Us publisher Generation InvestmentManagement LLP postscript accessdate May 25, 2010 ref and began ... About publisher Generation InvestmentManagement LLP postscript accessdate May 25, 2010 Dead link ... media pdf generation kpcb 12 11 07.pdf title Generation InvestmentManagement and Kleiner ... InvestmentManagement pages language doi archiveurl archivedate quote ref As part of the collaboration ... Generation InvestmentManagement suggest use the funding opportunities from CleanTech Venture Network ... Generation InvestmentManagement http www.generationim.com media pdf generation kpcb 12 11 07.pdf Announcement ...& i referer http 3A 2F 2Fwww.google.co.uk 2Fsearch 3Fq 3Dgeneration investmentmanagement Generation InvestmentManagement Profile from the Financial Times requires log in http www.generationim.com ... inconvenient profit.php Al Gore s Inconvenient Profit Category Al Gore Category Investmentmanagement ... the Financial Times http www.csrwire.com article.cgi 3250.html Generation Announces Plans For New InvestmentManagement Firm , the November 2004 press release http www.secinfo.com d13P5q.u1q.htm 1stPage ... more details
unreferenced date February 2008 Infobox Company company name AIM InvestmentManagement company logo Image Aiminvestment.jpg 150px center Corporate Logo company type Private company Private company slogan foundation 1995 location Melbourne , Australia key people Michael Duncan, Executive Director br Martin McGrath, Executive Director num employees industry Finance and Insurance products revenue homepage AIM InvestmentManagement is an Australia n financial planning company, started in 1995 by directors, Michael Duncan and Martin McGrath. The company has over 200 million under management, with clients in all Australian states and territories. The company is 37.5 owned by Director Michael Duncan, 37.5 owned by Director Martin McGrath and 25 owned by the IOOF company IOOF Group . finance company stub Category Financial services companies of Australia ... more details
Infobox company company name Profit InvestmentManagement, LLC. company logo Image Logo 6.jpg 150px Profit InvestmentManagement Logo company type Limited Liability Company foundation 1996 founder Eugene ... Black Enterprise Magazine Congratulates Profit InvestmentManagement for Outstanding Business Achievement March 2009 ref The firm offers a variety of investmentmanagement services and products for retail ... Profit InvestmentManagement for Outstanding Business Achievement March 2009 ref History Profit InvestmentManagement was originally founded in 1996 by Eugene Profit as Investor Resources Group. The firm began with 300,000 of capital under management. After taking over the position of portfolio ... African American money manager scores as No. 2 in its investment category Black Enterprise October 2, 2000 ref In June 2008, Profit InvestmentManagement was named one of the nation s largest black ... had 1.358 billion under management at the time. ref http www.blackenterprise.com category b e 100s rename test asset managers Black Enterprise Magazine Congratulates Profit InvestmentManagement for Outstanding ... Retirement System of Illinois Profit InvestmentManagement Annual Review 2 19 10 ref Investment ... Profit InvestmentManagement has appeared on several financial media sources. The firm s CEO and several ... INVESTMENTMANAGEMENT The Wall Street Transcript ref Wall Street Week , Lou Dobbs Tonight Money Line ... Eugene Profit br small President , CEO & Portfolio manager small industry Asset Management br Financial Services assets under management 2 billion company slogan Our vision is your profit homepage http www.profitfunds.com ProfitFunds.com Profit InvestmentManagement, LLC is a SEC registered investment advisory firm based in metropolitan Washington, DC with approximately 2 billion under management ... American owned money management companies in the United States. ref http www.blackenterprise.com ... fund watch was breaking up hard to do? August 1998 ref Under Profit s management, the Profit Fund ... more details
Infobox company company name Artemis InvestmentManagement LLP company type Limited Liability Partnership foundation 1997 logo gallery File Artemis Fund Managers Limited.gif gallery location Edinburgh key people Mark Tyndall br small Senior Partner br Adrian Frost br small Partner br Derek Stuart br small Partner br Richard Turpin br small Partner industry Investmentmanagement homepage http www.artemisonline.co.uk www.artemisonline.co.uk Artemis InvestmentManagement LLP is independent and owner managed. Artemis opened for business in 1997. Artemis employs around 125 people and has offices in London and Edinburgh. Clients investments are spread across a range of 14 unit trusts, ref http www.moneyobserver.com news 11 09 28 artemis launch european fund Artemis to launch new European Fund ref an investment trust, two hedge funds, a venture capital trust , as well as segregated and pooled institutional portfolios. Corporate Structure Artemis is owned by Affiliated Managers Group AMG and the Artemis partners. This is a financial partnership AMG do not get involved in the day to day running of the business. Artemis is a Limited Liability Partnership LLP ref http www.moneymarketing.co.uk investments artemis set for buyout 1005961.article Artemis becomes a partnership ref and currently has 27 partners, comprising fund managers and other key individuals at the firm. The four founders, Mark Tyndall, John Dodd, Derek Stuart and Lindsay Whitelaw have always recognised that one of the key determinants in long term success is the stability of the investment team. Artemis has an extremely low level of turnover among the fund managers and the partnership structure will ensure that this remains ... s Street, London SW1A 1LD. References reflist External links Artemis InvestmentManagement http www.artemisonline.com ... Kindrochit http www.artemisgreatkindrochit.com Category Investmentmanagement companies of the United ... or banking products, Artemis is dedicated to asset management. The firm s clients include retail ... more details
The http www.investmentuk.org InvestmentManagement Association IMA is a trade association representing the United Kingdom UK investmentmanagement industry. It has 185 members, accounting for over 90 of the industry in the UK. Its members manage over 3.9 trillion of assets on behalf of UK and overseas clients. Its role is to represent the interests of the industry to government and regulators in the UK and internationally, and to promote high standards within the industry. The IMA sets out its policy positions by responding to consultations by the Government, regulators, the European Commission and others. It maintains links with Parliamentarians in both Westminster and the European Parliament and conducts research into various aspects of the industry to help inform policy submissions. The IMA maintains fund sectors, that is a system of classifying funds which helps investors and their advisers find and select suitable funds. Funds in IMA sectors are regularly monitored for compliance with sector definitions, and oversight of the system is led by an industry committee, the Sectors Committee. The IMA is dedicated to improving understanding of the investmentmanagement industry. Their website has a consumer area for people interested in investing or learning about investmentmanagement. ref http www.investmentfunds.org.uk the industry and ima about ima ref The Board Chairman Douglas Ferrans Invista Real Estate InvestmentManagement. Chief Executive Richard Saunders. The Board consists of senior members of the industry. A full list of Board members can be found on the IMA website. There are a range of committees of members covering specific subject areas. History The IMA as it is today was established in 2002 after a merger of the Association of Unit Trust and Investment Funds AUTIF and the Fund Managers Association. AUTIF, before 1993, was itself known as the Unit Trust ... members branded the decision to change an investment sector classification as profoundly idiotic and moronic ... more details
Infobox company company name MFS InvestmentManagement logo File MFS InvestmentManagement logo .png ... InvestmentManagement The company was founded in 1924 by L. Sherman Adams , Charles H. Learoyd and Ashton ... http www.mfs.com Company web site DEFAULTSORT Mfs InvestmentManagement Category Companies based in Boston, Massachusetts Category Investmentmanagement companies of the United States Category Mutual ... funds , Asset Management num employees 1,700 as of December 2011 foundation 1924 aum US 284.8 billion March 31, 2012 industry InvestmentManagement homepage http www.mfs.com mfs.com MFS InvestmentManagement MFS is an American based global asset manager, formerly known as Massachusetts Financial ... and offices worldwide. MFS was founded in 1924 and is one of the oldest asset management companies ... management . Description It is wholly owned by Sun Life of Canada and as of March 31, 2012 had USD 284.8 billion in assets under management . ref https www.mfs.com wps portal ut p c4 04 SB8K8xLLM9MSSzPy8xBz9CP0os3hfVzcnb3MPIwN3k0BTA0 ... 60 funds including the Meridian Funds, which are available to non U.S. investors. MFS offers investment strategies across major asset classes. Regional investment analysts are grouped into eight global ..., and portfolio managers . MFS employs over 150 investment professionals, with more than 1,700 total ... open end investment fund and a business breakthrough that changed our lives in a profound way . ref ... and Chief Executive, A. Keith Brodkin died, causing a major shift in top management. ref name BUSINESS WEEK ONLINE MFS s assets under management grew from 55 billion to 90 billion between 1997 and 1998 ... 2002 10 07 daily41.html MFS Investment to cut 110, October 10, 2002, Retrieved July 19 2011. ref ... , to create seed and expansion funds for the firms newly established alternative investment operations. Thomas A. Knott , was appointed president and Eric Lass became its chief investment officer ... percent of its 1,800 person workforce, due to a 20 decline in its assets under management over the prior ... more details
Incomplete date February 2009 Quilter is a UK based company with 18,000 clients and 300 staff based in the UK, Ireland and Channel Islands. Quilter provides discretionary, fee based wealth advisory services to private clients. Citigroup agreed to acquire Quilter from Morgan Stanley on 13 December 2006 subject to requisite regulatory approvals, expected in Q1 2007 . Citigroup expect Quilter to be incorporated into its Global Wealth Management division. External links http www.quilter.co.uk Quilter website http www.citigroup.com Citigroup website Citigroup UK finance company stub Category Citigroup Category Investment management companies of the United Kingdom ... more details
Alberta InvestmentManagement Corporation AIMCo is one of Canada s largest institutional investment fund managers. It is headquartered in Edmonton, Alberta. Established as a crown corporation on January 1st, 2008, it manages C 71 billion ref http www.edmontonjournal.com business AIMCo posts solid gain 3474353 story.html ref on behalf of the province of Alberta. A total of 27 funds are managed, including the province s sovereign wealth fund , the Alberta Heritage Savings Trust Fund ref The Economist , Jan 17, 2008 http www.economist.com finance displaystory.cfm?story id 10533428 economist.com ref as well as several public pensions, and other Financial endowment endowment funds. Legislation creating AIMCo was passed by the Alberta legislature on March 13, 2007. ref http www.gov.ab.ca acn 200703 ... overall management costs while improving investment performance. Citation needed date March 2010 ... investmentmanagement services to designated pension funds and provincial public sector bodies and funds, with strong accountability for its investment decisions. The Board of Directors is responsible for overseeing management of the business and affairs of AIMCo. As part of this mandate, the Board ..., a Director must have demonstrated experience in investmentmanagement, finance, law or served ... and pension funds Category Investmentmanagement companies of Canada Alberta stub Canada company ... 69 billion in assets under management as of March 31st, 2009. Heritage Fund The Alberta Heritage Savings ... 250 by 2010. The two year increases reflect the need to create a senior management team, enhance operational and risk management support and internalize the management of assets previously managed externally .... It expects to internalize the management of an additional 8 billion of assets 5 billion in equities ... costs every year, starting in 2012. These cost savings may then be passed along to the Investment ... are independent of management. Directors are required by statute to act honestly and in good faith ... more details
The Children s Investment Fund Management UK LLP TCI is a London based hedge fund founded by Chris Hohn in 2003 which manages The Children s Investment Master Fund. TCI makes long term investments in companies globally. The management company is authorized and regulated in the United Kingdom by the Financial Services Authority . Like most hedge funds, TCI requires investors to commit their capital for multi year periods. This long term horizon allows the fund greater flexibility when trading and investing capital independent of any potential ad hoc time constraints. Chris Hohn Born in Addlestone , Surrey, in 1967, Chris Hohn is the son of a car mechanic who emigrated to Britain from Jamaica in the 1960s. Hohn graduated from Southampton University and went on to get his MBA from Harvard Business School . ref cite news last Moya first Elena title Hedge fund manager Chris Hohn donates 500m to his wife s charity url http www.guardian.co.uk business 2009 jul 05 hohn charity donation publisher The Guardian date 5 July 2009 accessdate 12 October 2010 ref Charity main The Children s Investment Fund Foundation TCI derives its name from a charitable foundation called The Children s Investment Fund Foundation CIFF , set up by Chris Hohn and his wife, Jamie Cooper Hohn. In an example of venture philanthropy , CIFF receives a portion of TCI s profits and other donations. CIFF focuses on improving the lives of children living in poverty in developing countries, and has grown to be one of the largest ... blogs the short 1697682 whats in a name the childrens investment fund management HFM Week Blog, 2011 Hedge funds DEFAULTSORT Children s Investment Fund Category Hedge fund firms in the United Kingdom de The Children s Investment Fund nl The Children s Investment ja zh TCI ... heavy losses but recovered very well and assets under management reportedly stood around 6 Billion ... news 741088 the new new philanthropists Management Today The new new philanthropists ... more details
144435 Thomson Thomson InvestmentManagement News Journalist Wins State Street 2006 Institutional Press ...Multiple issues orphan February 2009 refimprove January 2008 notability June 2011 Thomson InvestmentManagement News Thomson IM News is a wire service and website aimed at clients in the European institutional fund management and pension fund industry. It is part of Thomson Financial News, itself part of Canadian publishing and data group Thomson Corporation . History Thomson IM News was launched in October 2005, when Thomson Financial hired London based financial newswire AFX News to provide content for IM clients of its Thomson ONE platform. That cooperation presaged the acquisition of AFX News by Thomson Financial to form Thomson Financial News TFN . TFN will be merged with the editorial team at Reuters if the merger between Thomson and Reuters is given regulatory approval. Thomson IM News is based in London and run by a team of seven reporters led by the Editor Joel Dimmock. It also takes copy from TFN markets and companies reporters and freelance contributors. Content The Thomson IM News wire is heavily focused on the UK and European fund management and pensions industry. Items range from news on fund launches and people moves to changes in asset allocation and mandate wins. The editorial team has a stated aim to generate exclusive news on the industry which is highlighted in a Pick of the Week ref http www.thomsonimnews.com section.asp?navcode 78 Thompson IM News ref section on the website. There is a major stream of analysis stories which pool comments from fund managers to build a market view of specific asset classes , regions or sectors. These items are also split out into a separate section. http www.thomsonimnews.com section.asp?navcode 79 Thomson IM News ref TFN reporters provide the final stream of content in the form of breaking news on the financial industry ... a day to Thomson ONE clients in the fund management industry. The content is most visible though ... more details
Infobox Court Case name Bishopsgate InvestmentManagement Ltd v Homan court Court of Appeal image Robert Maxwell.jpg caption Robert Maxwell, before death and bankruptcy date decided full name citations 1994 http www.bailii.org ew cases EWCA Civ 1994 33.html EWCA Civ 33 , 1995 Ch 211 judges prior actions subsequent actions opinions transcripts keywords Tracing, backwards Bishopsgate InvestmentManagement Ltd v Homan 1994 http www.bailii.org ew cases EWCA Civ 1994 33.html EWCA Civ 33 is an English trusts law case about whether a beneficiary whose fiduciary breaches trust, may trace assets through an overdrawn account to its destination. Facts Mr Homan, a PriceWaterhouseCoopers partner, administered the insolvent companies of Robert Maxwell . Pension money for employees of Maxwell Communications Corporation plc was kept in Bishopsgate InvestmentManagement Ltd. Maxwell, in breach of trust, put the pension money into overdrawn accounts. Bishopsgate claimed it was entitled to trace the pension money to create an equitable charge over all the assets of MCC, and thus priority over unsecured creditors of MCC. Judgment High Court Vinelott J held that there could be no equitable charge. He accepted there could be backwards tracing if 1 property is acquired with money from an overdrawn account, because the defendant could be presumed to intend to pay off the overdraft 2 if trust money is paid into an overdrawn account to free up the limit and enable purchase of another asset. Court of Appeal The Court of Appeal held that a tracing chain between the misappropriated money and the present assets of MCC could not be established. The misappropriated money was paid into an overdrawn account. At that point the mixed fund was exhausted. Unless there was evidence that payments were made to the overdrawn ... fiduciary care English trusts law Bishopsgate InvestmentManagement Ltd v Maxwell No 2 1993 BCLC 814, director s duty to act for proper purposes Macmillan Inc v Bishopsgate Investment Trust plc No 3 ... more details
was rescheduled and run on Cheltenham s New Course. A new sponsor, Neptune investmentmanagement Neptune InvestmentManagement , began supporting the race in 2010. ref cite news title Neptune signs ... Category National Hunt hurdle races Note The Neptune InvestmentManagement Novices Hurdle also appears ... more details
Infobox Court Case name Bishopsgate InvestmentManagement Ltd v Maxwell No 2 court Court of Appeal image Velero.jpg date decided full name citations 1993 BCLC 814 judges prior actions subsequent actions opinions transcripts keywords Fiduciary duty , proper purpose Bishopsgate InvestmentManagement Ltd v Maxwell No 2 1993 BCLC 814 is a UK company law case concerning a director s duty to act for proper purposes of the company. This case is an example of what would now be CA 2006 s 171. Facts Robert Maxwell , who controlled Maxwell Group plc and bought the Daily Mirror in 1984, fell off his yacht in the Canary Islands on 5 November 1991. It transpired he had used the company pension funds to fund his own lifestyle. Ian Maxwell was Robert s son and a director of Bishopsgate InvestmentManagement Ltd, which was meant to be safeguarding the company pension plans. He had signed share transfers from Bishopsgate to Maxwell Group plc for no Consideration in English law consideration . The shares had been held on trust for a number of pension schemes. The liquidators of Bishopsgate sued Ian Maxwell to compensate for the value of the shares, on the basis that it was an improper use of the company s property. Judgment Hoffmann LJ held that Ian Maxwell was liable for the value of the shares, not even on the basis of any negligence, but merely by misapplying the assets. ref This would now fall under CA 2006 s 171. ref Cquote In the older cases the duty of a director to participate in the management of a company is stated in very undemanding terms. The law may be evolving in response to changes in public attitudes to corporate governance, as show by the enactment of the provisions consolidated in the CDDA 1986 . Even so, the existence of a duty to participate must depend upon how the particular ... . Bishopsgate InvestmentManagement Ltd v Maxwell 1993 Ch 1, no privilege against self incrimination ... is in voluntary liquidation, IA 1986 ss 122 1 , 133. Macmillan Inc v Bishopsgate Investment ... more details
unsourced date November 2007 An Investment advisory , in financial investment organizations, is the unit linking the investment professionals in the central asset management unit Investment Research, Portfolio Management to the relationship managers and or to important clients of the asset management organization. Investment Advisors explain the investment ideas of the experts to their internal or external clientele and propose adequate investment solutions. In turn, they identify needs and wishes of the clients or the Relationship Managers of their organization and transport them to the central financial investment asset management unit. Category Investment ... more details
Unreferenced date December 2009 Investment decisions are made by investors and Investmentmanagementinvestment managers . Investors commonly perform investment analysis by making use of fundamental analysis , technical analysis , Option screener screeners and gut feeling gut feel . Investment decisions are often supported by Quantitative method decision tools . The portfolio theory is often applied to help the investor achieve a Beta coefficient satisfactory return compared to the risk taken. Investment decision biases Bad decisions are often followed by a feeling of Buyer s remorse investor s remorse . See also Behavioral finance Cognitive bias Relative strength Ratio analysis External references http www.borntosell.com Born To Sell for investment decisions regarding covered calls DEFAULTSORT Investment Decisions Category Investment ... more details
main Collective investment scheme An investment company is a company whose main business is holding security finance securities of other companies purely for investment purposes. The investment company invests money on behalf of its shareholders who in turn share in the profits and losses. In United States United States securities law securities law , there are at least three types of investment companies ref cite web url http www.sec.gov answers mfinvco.htm title Investment Companies publisher U.S. Securities and Exchange Commission SEC accessdate 2006 04 11 ref Open End ManagementInvestment Companies mutual fund s Closed End ManagementInvestment Companies closed end fund s UITs unit investment trust s A fourth and lesser known type of investment company under the Investment Company Act of 1940 is a Face amount certificate company Face Amount Certificate Company . Also popular are private investment funds which are simply private companies that make investments in stocks or bonds, but are limited to under 100 investors, are private and are not regulated by the SEC. These funds are often composed of very wealthy investors. See also Holding company Investment trust References reflist Category Investment companies Category Financial services companies econ stub fr Soci t d investissement lt Investicij bendrov sv Investmentbolag uk ... more details
Multiple issues dead end March 2012 unreferenced December 2009 wikify December 2009 A portfolio investment is a passive investment in securities, none of which entails active management or control of the securities issuer by the investor. DEFAULTSORT Portfolio Investment Category Investment Econ stub de Portfolioinvestition fr Investissement de portefeuille pl Inwestycja portfelowa ru vi u t gi n ti p n c ngo i ... more details
Multiple issues confusing May 2010 unreferenced May 2010 wikify November 2010 Notability corporation date November 2010 Not notable without substantial coverage in independent reliable sources. Union Investment formally known as Union Asset Management Holding AG is the investment company of the DZ Bank DZ BANK Group and part of the cooperative financial services network. The distribution of public funds is done for one of the 1200 Population and banks including Sparda Banks, PSD banks, etc. and the other on the field of Schw bisch Hall AG . The Union Investment Group is owned by the cooperative banking group. Shareholders are the DZ BANK, the WGZ BANK, the R V Versicherun, Banque F d rale des Banques Populaires and the people and banks for their participation Holdings and associations. The Union indicated that investment managed by a property about 165 billion euros assets under management of 31.12.2009 . Under the umbrella of the Union Asset Management Holding AG, a number of operating subsidiaries are summarized as External links http www.union investment.de union investment.de References references Category Investment companies de Union Investment ... more details
multiple issues cleanup October 2010 refimprove October 2010 orphan October 2010 Investment control or investment controlling is a monitoring function within the asset management , portfolio management or investmentmanagement. It is concerned with independently supervising and monitoring the quality of asset management accounts with the aim of ensuring performance and quality in order to provide the required benefit for the asset management client. Dependent on setup, investment controlling not only .... Besides, investment controlling aspects can also be taken into consideration by asset management clients or investment advisers consultants and consequently it is likely that these stakeholders also run certain investment controlling activities. Introduction and overview Efficient and appropriate management information on the quality of their discretionary managed portfolios is very important for an asset management company. Without decision oriented information on the quality or performance of its products and or asset managers for an asset management company it is very difficult to stand the increasing challenges of the asset management industry increasing regulations, need for sophisticated risk management , etc. . Clients and consultants have similar needs where these often correspond ... to overcome the information gaps within asset management. Investment controlling is an area of activity ... component of the recurring investment decision making process. From an asset management company point of view, in general investment controlling is defined as information management that gathers, processes ... of the specific asset management product. Objectives Form a general point of view investment ..., investment guidelines, transaction costs and management fees, etc., product review against client ... and aggregated performance reporting to senior management. Bibliography Articles on investment ... management Category Investment Category Management Category Risk analysis ... more details
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