Search for: "Select Portfolio Servicing"
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19 Mar 2012, 4:20 pm
ASIC has released Consultation Paper 176 Review of ASIC policy on platforms: Update to RG 148 (CP 176) which proposes changes to Regulatory Guide 148 Investor Directed Portfolio Services (RG 148). [read post]
12 Jun 2007, 1:26 am
Mel Martinez and Bill Nelson from Four Members of the Florida Public Service Commissioners (PDF 108 KB) Letter urges opposing the adoption of a federal renewable portfolio stand 06/11/2007
Letter to the Chairman and ranking member of the House Appropriations Committee from Reps. [read post]
29 Aug 2021, 6:00 pm
A Market Opportunity For Packaged Services Many data discovery and legal discovery service providers offer a portfolio of consulting offerings that are delivered to market under a traditional consulting hour per engagement model or as part of a conventional eDiscovery line item (e.g., pricing for each task) or total cost model (e.g., flat rate per custodian). [read post]
8 Apr 2008, 1:50 am
Documents listed are accessible through subscription to the GalleryWatch.com service. [read post]
31 Jan 2020, 7:54 am
This will recalibrate awards based on the subjective judgement of randomly selected non-experts. [read post]
20 Mar 2023, 3:29 am
“Our Global Managed Review services are an integral part of our portfolio of offerings,” said Matt Daimler, HaystackID’s senior vice president and general manager of review services. [read post]
18 Apr 2022, 8:49 am
Silver Law Group has filed arbitration claims on behalf of Northstar investors against selling broker-dealers such as SunTrust (now Truist), Ocean Financial Services, and Cetera Investment Services for the improper sale of Northstar Financial Services (Bermuda). [read post]
22 May 2023, 5:53 am
Lastly, an “ESG-focused fund” would be a fund that has one or more ESG factors as a significant or main consideration in selecting investments or for engaging with the companies in which it invests.The latter type of fund, an “ESG-focused fund,” that indicates it considers environmental factors, would also have to disclose aggregated GHG emissions metrics for the portfolio for the relevant reporting period that include: (1) the portfolio’s… [read post]
12 Nov 2018, 3:00 am
Check out The Biglaw Investor or read Expense Ratios Aren’t Everything In the 1973 book, “A Random Walk Down Wall Street,” Princeton University Professor Burton Malkiel made the controversial statement that “A blindfolded monkey throwing darts at the newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts. [read post]
12 Nov 2018, 3:00 am
Check out The Biglaw Investor or read Expense Ratios Aren’t Everything In the 1973 book, “A Random Walk Down Wall Street,” Princeton University Professor Burton Malkiel made the controversial statement that “A blindfolded monkey throwing darts at the newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts. [read post]
26 Feb 2015, 6:24 am
Editor's Note: Carol Bowie is Head of Americas Research at Institutional Shareholder Services Inc. [read post]
24 Aug 2021, 2:53 pm
Commission staff then made two additional adjustments to the aggregated portfolio. [read post]
14 Jun 2007, 1:50 am
Documents listed are accessible through subscription to the GalleryWatch.com service. [read post]
4 Apr 2022, 3:19 pm
In the meantime, SEC examiners will continue to focus on ESG-related advisory services and investment products (including mutual funds, exchange-traded funds (ETFs), and private fund offerings) to ensure these funds: Are accurately disclosing their ESG investing approaches; Have implemented policies and procedures to ensure their ESG-related disclosures are in compliance with federal securities laws, including review of portfolio management; Are voting client securities in… [read post]
17 Mar 2020, 10:54 am
Select Oil Equipment & Services Index. [read post]
6 Jul 2015, 1:33 pm
In recent weeks, Apple has added to its generous patent portfolio with a variety of interesting patents covering location-based services implemented through the electronic devices produced by the company. [read post]
28 Dec 2021, 4:00 am
Yet adding forensic accounting to a firm’s portfolio of services might not be as easy as it sounds. [read post]
8 Nov 2021, 9:41 am
USOSM is currently a portfolio company of RiverGlade Capital. [read post]
28 Apr 2022, 1:47 pm
The post Innocence Project Wins First-Ever Webby for Public Service & Activism appeared first on Innocence Project. [read post]
20 Jun 2008, 8:47 am
Documents listed are accessible through subscription to the GalleryWatch.com service. [read post]
