And while the three-headed Cerberus was fawning so lovingly on King Pluto, there was the dragon tail wagging against its will, and looking as cross and ill-natured as you can imagine, on its own separate account
The Overall Morningstar Rating for a separate account
is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
commenced its CT High Grade Mezzanine[SM] investment management initiative having entered into a $250 mdhon separate account
with institutional investors to invest on a discretionary basis in senior commercial real estate mezzanine loans and B Notes and related instruments.
NASDAQ:MORN), Chicago, a leading provider of independent investment research, has entered into a definitive agreement to acquire the institutional hedge fund and separate account
database division of InvestorForce, Inc.
Definition: The final regulations define a designated Roth contribution as an elective contribution under a qualified CODA that is (1) designated irrevocably by the employee at the time of the cash or deferred election as a designated Roth contribution; (2) treated by the employer as includible in the employee's income at the time the employee would have received the amount in cash if he or she had not made the cash or deferred election; and (3) maintained by the plan in a separate account
It's just easier than deciding who's going to pay the mortgage this month or the gas bill,'' said Falkowitz, who adds that having her own money in a separate account
allows her to buy, say, a new pair of shoes without feeling guilty.
Because the cost basis can be controlled, the separate account
manager can employ loss-harvesting techniques.
If analyzed in the statutory framework of sections 419 and 419A, the argument goes, the term "reserve" merely refers to the post-retirement medical and life insurance liabilities but not to a separate account
or other segregation of assets dedicated to the payment of such benefits.
But with a separate-account product, the plan assets are deposited into a separate account
where the provider still legally holds title to the assets, which are segregated from the provider's general account.
The Principal LDI Separate Accounts
represent the results of our extensive effort to provide a corporate bond emphasis within the composition of each separate account
," said Kubik.
The Rating is a measure of a separate account
's risk-adjusted return, relative to other separate accounts
in the same Morningstar Category.
Yu had previously been an investment manager with Starwood Capital Group, Koll Investment Management (now part of CBRE Investors) and AEW Capital Management, working with commingled fund and separate account
direct real estate investment strategies.