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13 Dec 2023, 6:45 am by Simon Lovegrove (UK)
EU taxonomy-aligning benchmarks are defined as benchmarks where the underlying assets are selected, weighted or excluded in such a manner that (i) the resulting benchmark portfolio is on a scaling environmentally sustainable capital expenditure trajectory, (ii) while the non-environmentally sustainable capital expenditure proportion is on a decarbonisation trajectory and is also constructed in accordance with the minimum standards laid down in the delegated acts of EU PABs. [read post]
22 Jun 2007, 3:01 pm
When selecting countries in which to seek patent protection, companies often struggle with the cost/benefit analysis for each country. [read post]
12 Dec 2006, 10:08 am
What we don't see is the planning, tool selection, communication, mentoring or even the 'speed bumps' that got the project this far. [read post]
21 Apr 2020, 3:48 pm by InvestorLawyers
HIT owns a portfolio of hotel properties throughout North America, including various Hilton-, Marriott- and Hyatt- branded hotels, within the select service and full-service markets. [read post]
Some notable accomplishments by members of the GHG over the last 12 months include: Workout, recapitalization and repositioning of a $1 billion mixed-use lifestyle hotel project Sale of a NYSE-traded hotel REIT’s entire portfolio of 15 upscale, select service hotels for $305 million Closing more than $210 million in Commercial Property Assessed Clean Energy loans (C-PACE) Assisting clients with hotel management and franchise agreements for properties worth more than $1.5… [read post]
19 Feb 2018, 6:00 am by Amber Walsh
Companies in its portfolio include Etairos Health, a provider of non-skilled home-based care for the elderly in select Florida and southeastern markets; Alternative Behavior Strategies, a provider of in-home and center-based applied behavior analysis therapy, speech therapy and occupational therapy services to children with autism spectrum disorder; and Health Essentials, a provider of hospice services throughout the western United States. [read post]
21 Sep 2022, 10:32 am by Eugene Volokh
Franklin Templeton; this seems correct to me (for more on the defamation theory here, see this post): Plaintiff Amy Cooper, a white woman, was formerly employed by Defendant Franklin Templeton in New York as a Portfolio Manager. [read post]
10 Aug 2010, 9:25 pm by Gordon Smith
 At the end of the year, the students assembled their portfolios, selecting their best 20 pieces to be judged by the design faculty. [read post]
6 May 2019, 3:35 pm by Seth Hilton
CPUC staff also aggregated all of the resource plans into a single portfolio—after certain adjustments to render it feasible—defined as the Hybrid Conforming Portfolio, or HCP. [read post]
30 Apr 2012, 12:00 pm by Stikeman Elliott LLP
On the latter issue, Branch Staff state that fund managers should select names that "closely reflect the fund's investment objectives" and that distinguish the funds from others. [read post]
17 May 2016, 4:24 am by Amber Walsh
Companies in its current portfolio include Concentra, a division of Select Medical and provider of occupational medicine, urgent care, physical therapy and wellness services; K2M, a manufacturer of a portfolio of spine surgery products; U.S. [read post]
29 Nov 2007, 9:05 pm
A data processing system for managing a financial services configuration of a portfolio established as a partnership, each partner being one of a plurality of funds, comprising:(a) computer processor means [a personal computer including a CPU] for processing data;(b) storage means [a data disk] for storing data on a storage medium;(c) first means [an arithmetic logic circuit configured to prepare the data disk to magnetically store selected data] for initializing the storage… [read post]
30 Jan 2018, 11:14 pm by Samuel Adams
It would seem that a gradual introduction of equity investment, possibly limited to selected index funds (e.g., Exchange-Traded Funds) and definitely tempered by reasonable restrictions, would be a safer approach. [read post]
25 Jul 2023, 10:43 am by Rob Robinson
’ This resource offers a curated approach, selecting and distilling vendor announcements of particular interest, and providing professionals with selected waypoints to navigate shifting landscape terrains. [read post]
19 Jul 2015, 7:00 am by Gordon Adams, Richard Sokolsky
Overall, the DoD portfolio of directly funded security cooperation programs has amounted, in some years, to over $10 billion in additional funding. [read post]
28 Jul 2020, 6:29 am
As we explain, the rise of index investing offers a low-cost market-based tool by which asset managers can give investors the opportunity to vote with their feet by selecting a rules-based investment strategy that screens portfolio companies according to specified governance criteria. [read post]
10 Oct 2011, 11:21 am by Sarah Kovit
Further, placement agents are exempt from local requirements if the external manager is participating in a competitive bidding process, such as a request for proposal, or has been selected through a competitive bidding process and is providing services pursuant to a contract executed as a result of that bidding process, or when the external manager, if selected through competitive bidding, has agreed to a fiduciary standard of care for the contract. [read post]
23 Apr 2018, 6:11 am by Peter Snowdon
The guidance paper proposes a set of detailed recommendations for various aspects of the investment policy DGSs have to pursue in their regulatory and institutional environment: design of governance, selection of asset classes and asset allocation, risk considerations, holistic analysis of the portfolio, definition of investment constraints, selection of external asset managers and management style, conflicts of interest, indicators, monitoring and stress-testing. [read post]