Hints and tips:
...“Any company that is disproportionately exposed to the [non-retirement] mutual fund world needs to seriously invest in their capabilities beyond mutual funds or they will face long and persistent headwinds...
...The Cushon Master Trust still aims to invest around 5 per cent of assets in natural solutions, including carbon credits — subject to trustee approval — so it’s not repudiating the idea completely....
...Thirty-six “master trusts”, the largest workplace DC pension schemes, held three-quarters of the DC pension sector’s £143bn total assets, or £105bn, as of June, according to The Pensions Regulator....
...The failure of one of Drexel’s biggest clients, the Executive Life Insurance Company, destroyed the retirement incomes of thousands of Americans....
...Goldman Sachs Asset Management’s co-president of alternatives Mike Koester is retiring at the end of April after 25 years at the firm....
...The ONS estimates the value of non-produced non-financial assets (almost entirely land) of over £6 Trillion in 2020. The value of GDP in 2020 was of a little more than £2.1 Trillion....
...His 2019 deal to buy Fox sealed his reputation as a master dealmaker....
...A master servicer is appointed to collect the payments and deliver them to the trust. There are three main master servicers in the US — Wells Fargo, KeyBank and Midland Loan Services....
...Plenty of other big bankers have made similar moves: Blythe Masters of JPMorgan fame runs Digital Asset Holdings, former Citigroup boss Vikram Pandit has backed a number of fintech firms....
...The Modern, like other branches of Danny Meyer’s empire, is a non-tipping restaurant. Apparently it is also a non-discounting-if-you-didn’t-eat-the-set-menu-dessert restaurant....
...This involves transferring 9,000 members of the existing trust-based DC scheme to L&G’s master trust in spring 2011 and auto-enrolling non-members in August....
...Here, the assets under management by members of the European Federation for Retirement Provision came to €3,500bn in 2007....
...*Bureau Bosch, Fiduciary Management and the Costs of Asset Management, April 2008. Sum includes overlays and multi-management **Published by John Wiley...
...There he took a master of science in business studies, characteristically graduating top of his class....
...“If you’re non-UK resident for less than five full tax years, you will be taxed on the gain on disposal of any asset, UK or Spanish, even if it’s made after you leave the UK,” says Rees....
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