Trustees considering amending returns that previously limited investment management
fees to 2% of AGI should seek litigation counsel's advice before amending.
For this reason, many companies hire an investment management
consultant to help them sift through the options.
These entities offer investment management
services to a diverse client base, which includes governments, institutions, corporations and individuals.
A CPA who offers investment management
generally no longer will qualify for the so-called accountant's exclusion and must register as an investment adviser with the Securities and Exchange Commission or his or her state securities department.
Morgan Stanley (NYSE:MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management
, wealth management and credit services.
As a manager of separately managed accounts (SMAs), for high net worth individuals, pension and endowment funds, Rutherford Investment Management
offers investors tailored solutions based on the investor's investment needs.
Robeco Investment Management
has a long history of delivering alpha to large institutional investors," said William Kelly, CEO, Robeco Investment Management
4 billion3 in assets through its investment management
platform driven by 61 investment management
professionals and supported by a staff of more than 250.
Partain, CFA, president, chief executive officer and chief investment officer of Duff & Phelps Investment Management
, rang the closing bell at the NYSE Wednesday afternoon.
Titled "A Dialogue on Emerging Managers & Related Topics," the theme of the 139-page publication is "Changing the Face of the Investment Management
Industry" and includes extensive discussion on such topics as:
NEW YORK -- Robeco Investment Management
announced today that Timothy Kimokeo ("Kimo") Blaisdell will join its Sales & Client Relationship Team as a Senior Vice President, effective early 2007.
announced today that it will post selected information regarding the Morgan Stanley Investment Management
sponsored Institutional Closed-End Fund to its public web-site at www.