Advertisement
| bny mellon wealth management atlanta: Atlanta , 2007-09 Atlanta magazine’s editorial mission is to engage our community through provocative writing, authoritative reporting, and superlative design that illuminate the people, the issues, the trends, and the events that define our city. The magazine informs, challenges, and entertains our readers each month while helping them make intelligent choices, not only about what they do and where they go, but what they think about matters of importance to the community and the region. Atlanta magazine’s editorial mission is to engage our community through provocative writing, authoritative reporting, and superlative design that illuminate the people, the issues, the trends, and the events that define our city. The magazine informs, challenges, and entertains our readers each month while helping them make intelligent choices, not only about what they do and where they go, but what they think about matters of importance to the community and the region. |
| bny mellon wealth management atlanta: Atlanta Magazine , 2007-10 Atlanta magazine’s editorial mission is to engage our community through provocative writing, authoritative reporting, and superlative design that illuminate the people, the issues, the trends, and the events that define our city. The magazine informs, challenges, and entertains our readers each month while helping them make intelligent choices, not only about what they do and where they go, but what they think about matters of importance to the community and the region. Atlanta magazine’s editorial mission is to engage our community through provocative writing, authoritative reporting, and superlative design that illuminate the people, the issues, the trends, and the events that define our city. The magazine informs, challenges, and entertains our readers each month while helping them make intelligent choices, not only about what they do and where they go, but what they think about matters of importance to the community and the region. |
| bny mellon wealth management atlanta: Nelson Information's Directory of Investment Managers , 2008 |
| bny mellon wealth management atlanta: Garden News , 2012 |
| bny mellon wealth management atlanta: Directory of Pension Funds and Their Investment Managers , 2009 |
| bny mellon wealth management atlanta: DIRECTORY OF CORPORATE COUNSEL. , 2023 |
| bny mellon wealth management atlanta: Directory of Corporate Counsel, Spring 2024 Edition , |
| bny mellon wealth management atlanta: Directory of Trust Institutions of United States and Canada , 2009 |
| bny mellon wealth management atlanta: Worth , 2008 Wealth in perspective. |
| bny mellon wealth management atlanta: Bulletin - Georgia Museum of Art Georgia Museum of Art, 2009 |
| bny mellon wealth management atlanta: The Corporate Finance Sourcebook , 2008 |
| bny mellon wealth management atlanta: The Bank Directory , 2009 |
| bny mellon wealth management atlanta: Interpreting Sports at Museums and Historic Sites Kathryn Leann Harris, 2023-03-28 Sports are intertwined with American society. Since the earliest forms of native games to today’s extreme competitions, sports have left an indelible mark on the fabric of American culture. Today, sports are a multibillion-dollar industry. Social media provides a never ceasing outlet for community interaction surrounding sporting events and discussions. At their core, sports are an opportunity for self-exploration through the lens of competition, social structures, and community building. Interpreting Sports at Museums and Historic Sites encourages museums, historical sites and cultural institutions to consider the history of sport as integral to American culture and society. Sports provide a vehicle to understanding the growth and development of America from colonization to globalization. Central to this work is a call to bring a balanced view of humanity to the sports commemoration conversation. Museums can and should be places of advocacy and inclusion for all athletes and sports figures: young & old, ametuer & professional, past & present. Practitioners are encouraged to consider museums as safe spaces to approach empathetic, complex, enthralling conversations that allow for both celebratory and challenging topics. This comprehensive study provides analytical direction and practical application for interpreting sports history at a variety of sites; guiding sports and non-sports museum professionals alike. A robust series of essays illuminate the innovative, forward thinking nature of sport exhibition and programming that is an active part of the American museum experience. Thirty-two national and international authors take an honest look at the ways sports impacts culture and culture impacts sports. Six thematic essays uncover the particularities of navigating the sports historical landscape alongside an actively engaged, present-day audience. Then, a wide selection of case studies explore successful and unsuccessful attempts at attracting the public and engaging in educational discussion around both uplifting and difficult sports topics. Opportunities for including sports in exhibition planning and programmatic development are a key benefit of this practical guide. You’ll discover an astounding variety of viewpoints and methods for offering popular sports programming into your institutional programming and outreach efforts. From a fun mix of museum professionals, historians, and sports personnel comes this complete guide to developing and implementing a more cohesive story of sport history within your institution. |
| bny mellon wealth management atlanta: American Banker , 2004 |
| bny mellon wealth management atlanta: Tolley's Estate Planning , 1991-01-01 |
| bny mellon wealth management atlanta: Congressional Record United States. Congress, 2013 |
| bny mellon wealth management atlanta: WealthTech Patrick Schueffel, 2019-10-01 The book “WealthTech: Wealth and Asset Management in the Fintech Age” is the primary resource for the wealth and asset management technology revolution. It examines the rise of financial technology and its growing impact on the wealth and asset management industry. Written by thought leaders in the global WealthTech space, this volume offers an analysis of the current tectonic shifts happening in wealth and asset management and aggregates diverse industry expertise into a single informative book. It provides practitioners such as wealth managers, bankers and investors with the answers they need to capitalize on this lucrative market. As a primer on WealthTech it offers academics clear insight into the repercussions of profoundly changing business models. It furthermore highlights the concept of the ongoing democratization of wealth management towards a more efficient and client-centric advisory process, free of entry hurdles. This book aggregates facts, expertise, insights and acumen from industry experts to provide answers on various questions including: Who are the key players in WealthTech? What is fueling its exponential growth? What are the key technologies behind WealthTech? How do regulators respond? What are the risks? What is the reaction of incumbent players? This book not only seeks to answer these questions but also touches on a series of related topics: • Get up to speed on the latest industry developments • Understand the driving forces behind the rise of WealthTech • Realize the depth and breadth of WealthTech • Discover how investors react to the growth in WealthTech • Learn how regulators influence the evolution of WealthTech business models • Examine the market dynamics of the WealthTech revolution • Grasp the industry’s potential and its effects on connected sectors • Build acumen on investment and entrepreneurial opportunities A unique product for the market place Digital transformation is creating game-changing opportunities and disruptions across industries and businesses. One industry where these game-changing opportunities will have profound impacts is wealth and asset management. For generations, wealth and asset management was a privileged service provided to co-operations and wealthy individuals. The informational advantages that wealth managers held vis-a -vis their clients provided a key competitive differentiator. In the current digital transformation climate, this differentiator is vanishing and the setting is changing. A top priority on the agenda for any wealth and asset manager must therefore be how to respond and prepare for the ramifications of this fast changing business environment. This book (one of the first to be published in this area) will provide the reader with a head start in adapting to this new digital environment. |
| bny mellon wealth management atlanta: The Money Market Directory of Small Pension Funds , 2003 |
| bny mellon wealth management atlanta: US-China Tech War Nina Xiang, 2021-09-04 US-China Tech War: What Chinese Tech History Reveals About Future Tech Rivalry by Nina Xiang reviews the history of China's technology development and attempts to understand how it could shape current and future tech rivalry between the United States and China. The book focuses on the semiconductor industry, the epicenter of the current US-China tech rivalry. Despite decades of government-led effort to boost its chips industry, China has lagged far behind other countries and the country is extremely vulnerable to U.S. tech blockage. Why did China fail to achieve its goals after repeated effort? What does tightening technology blockage by the U.S. mean to China's tech space? How deep will the rift between the two countries' tech ecosystem be? The book dispels a number of myths about how China progressed technologically: the whole-nation model, forced technology transfer, and China's efforts to stimulate home-grown tech. With a deeper look, these hyped terms reveal a different side that would surprise readers. In addition, China's tech tradition and tech DNA have an important influence on China's technology development. The country's strength in tech applications has deep roots. This will also determine how U.S.-China tech rivalry will play out. Quotes from the book: It became clear to Moore that, no matter how much science went into conceiving of silicon wafers, there would always be an artlike skill associated with their production. - Robert Curley Let me tell you something: High-end semiconductor manufacturing is black magic. Both the processes and tools used for it are very complex. ASML's EUV lithography machine is probably the most complex tool humankind ever developed since it stopped jumping between trees. It took billions of Euros and decades of experience to perfect it. Other experienced lithography machine suppliers failed at it. China has no experience in high-end semiconductor manufacturing tools with the exception of one-off/few-off prototypes. - Bora Taş on Quora The belief in the value of scientific truth is not derived from nature but is a product of definite cultures. - Max Weber One sentiment which is assimilated by the scientist from the very outset of his training pertains to the purity of science. Science must not suffer itself to become the handmaiden of theology or economy or state. The function of this sentiment is likewise to preserve the autonomy of science. For if such extra-scientific criteria of the value of science as presumable consonance with religious doctrines or economic utility or political appropriateness are adopted, science becomes acceptable only insofar as it meets these criteria. In other words, as the pure science sentiment is eliminated, science becomes subject to the direct control of other institutional agencies and its place in society becomes increasingly uncertain. - Robert K. Merton |
| bny mellon wealth management atlanta: Global Financial Stability Report, April 2012 International Monetary Fund. Monetary and Capital Markets Department, 2012-04-18 The April 2012 Global Financial Stability Report assesses changes in risks to financial stability over the past six months, focusing on sovereign vulnerabilities, risks stemming from private sector deleveraging, and assessing the continued resilience of emerging markets. The report probes the implications of recent reforms in the financial system for market perception of safe assets, and investigates the growing public and private costs of increased longevity risk from aging populations. |
| bny mellon wealth management atlanta: The New Wealth Management Harold Evensky, Stephen M. Horan, Thomas R. Robinson, 2011-05-03 Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever. |
| bny mellon wealth management atlanta: Canadian Almanac and Directory 2021 Grey House Canada, 2020-12 The Canadian Almanac & Directory is the most complete source of Canadian information available - cultural, professional and financial institutions, legislative, governmental, judicial and educational organizations. Canada's authoritative sourcebook for almost 160 years, the Canadian Almanac & Directory gives you access to almost 100,000 names and addresses of contacts throughout the network of Canadian institutions. |
| bny mellon wealth management atlanta: Data Driven Investing Mitchell R. Hardy, Bill Matson, 2004 |
| bny mellon wealth management atlanta: Making Money Matter G. Benjamin Bingham, 2015-04-07 The way we think about money has extraordinary impact. This book satisfies the growing longing for a financial overview that can provide practical advice and demonstrate how money is a social tool. Making Money Matter introduces the reader to common money mistakes, and the dysfunctional nature of the current financial framework. Its overview of the SRI world will inspire investors to push their advisors’ envelope while providing new strategies to meet the demand for positive impact. It provides a philosophical basis for transforming our view of money from an end unto itself to a means to change the world for the better. This book traces the author's journey from early financial innocence to an appreciation of how money works and how it can be transformed. People who care about the planet and society at large need a bridge from deeply felt values to practical understanding and advice that will lead to a new money paradigm. This new approach covers all aspects of money from everyday transactions to high impact investment options. It describes a new investment paradigm that will support both reasonable returns and long-term societal and planetary health. Socially Responsible Investing (SRI) is well established for smaller scale investors in the public space and impact investing for accredited and qualified investors is taking hold in the private-space. Readers want more than flat definitions, and need an inclusive overview that can inspire investors on all levels to move the trillions required for addressing the world’s many dire problems. This book’s unique contribution is a personal, practical and holistic approach to socially conscious investing, which engages the reader in a way that is both healing and empowering. Making Money Matter is designed for mass appeal. First, its biographical, true-confessions format introduces the reader to common money mistakes made by the author, while personalizing the dysfunctional nature of the current financial framework. Secondly, its personalized overview of the countermovement of socially-conscious investment options is designed to inspire investors to push their advisors’ advice-envelope while providing investment managers with practical new strategies to meet the burgeoning demand for positive impact. Finally, this book provides a philosophical basis for the new money paradigm that shows how to transform our view of money from an end unto itself to a means to change the world for the better. This book is aimed at people who are concerned about Wall Street, banking and our current monetary and finance system, average investors, businessmen, progressives, libertarians or fiscal conservatives. However it should be of particular interest to investment professionals looking for new ways of meeting their clients’ needs. Investment managers and consultants need to be educated about this space. This book should be as popular among family office associations as the Chartered Financial Analysts Association. But this book's ultimate goal is to provide inspiration to all levels of investors. Everyone uses money, and the way we think about money has more impact than all the impact investments put together. This thinking needs to change. Just as consumers drove the growth of the local and organic movements, investors will drive the new money paradigm. This may help anyone to begin to think about the real bottom line of every transaction, which is the impact of our actions on the planet - including all living beings that inhabit it. |
| bny mellon wealth management atlanta: Standard & Poor's Register of Corporations, Directors and Executives Standard and Poor's Corporation, 1973 This principal source for company identification is indexed by Standard Industrial Classification Code, geographical location, and by executive and directors' names. |
| bny mellon wealth management atlanta: O'Neil Database , 2010 |
| bny mellon wealth management atlanta: Guaranteed to Fail Viral V. Acharya, Matthew Richardson, Stijn van Nieuwerburgh, Lawrence J. White, 2011-03-14 Why America's public-private mortgage giants threaten the world economy—and what to do about it The financial collapse of Fannie Mae and Freddie Mac in 2008 led to one of the most sweeping government interventions in private financial markets in history. The bailout has already cost American taxpayers close to $150 billion, and substantially more will be needed. The U.S. economy--and by extension, the global financial system--has a lot riding on Fannie and Freddie. They cannot fail, yet that is precisely what these mortgage giants are guaranteed to do. How can we limit the damage to our economy, and avoid making the same mistakes in the future? Guaranteed to Fail explains how poorly designed government guarantees for Fannie Mae and Freddie Mac led to the debacle of mortgage finance in the United States, weighs different reform proposals, and provides sensible, practical recommendations. Despite repeated calls for tougher action, Washington has expanded the scope of its guarantees to Fannie and Freddie, fueling more and more housing and mortgages all across the economy--and putting all of us at risk. This book unravels the dizzyingly immense, highly interconnected businesses of Fannie and Freddie. It proposes a unique model of reform that emphasizes public-private partnership, one that can serve as a blueprint for better organizing and managing government-sponsored enterprises like Fannie Mae and Freddie Mac. In doing so, Guaranteed to Fail strikes a cautionary note about excessive government intervention in markets. |
| bny mellon wealth management atlanta: Principles Ray Dalio, 2018-08-07 #1 New York Times Bestseller “Significant...The book is both instructive and surprisingly moving.” —The New York Times Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business—and which any person or organization can adopt to help achieve their goals. In 1975, Ray Dalio founded an investment firm, Bridgewater Associates, out of his two-bedroom apartment in New York City. Forty years later, Bridgewater has made more money for its clients than any other hedge fund in history and grown into the fifth most important private company in the United States, according to Fortune magazine. Dalio himself has been named to Time magazine’s list of the 100 most influential people in the world. Along the way, Dalio discovered a set of unique principles that have led to Bridgewater’s exceptionally effective culture, which he describes as “an idea meritocracy that strives to achieve meaningful work and meaningful relationships through radical transparency.” It is these principles, and not anything special about Dalio—who grew up an ordinary kid in a middle-class Long Island neighborhood—that he believes are the reason behind his success. In Principles, Dalio shares what he’s learned over the course of his remarkable career. He argues that life, management, economics, and investing can all be systemized into rules and understood like machines. The book’s hundreds of practical lessons, which are built around his cornerstones of “radical truth” and “radical transparency,” include Dalio laying out the most effective ways for individuals and organizations to make decisions, approach challenges, and build strong teams. He also describes the innovative tools the firm uses to bring an idea meritocracy to life, such as creating “baseball cards” for all employees that distill their strengths and weaknesses, and employing computerized decision-making systems to make believability-weighted decisions. While the book brims with novel ideas for organizations and institutions, Principles also offers a clear, straightforward approach to decision-making that Dalio believes anyone can apply, no matter what they’re seeking to achieve. Here, from a man who has been called both “the Steve Jobs of investing” and “the philosopher king of the financial universe” (CIO magazine), is a rare opportunity to gain proven advice unlike anything you’ll find in the conventional business press. |
| bny mellon wealth management atlanta: Counterparty Credit Risk Modelling Michael Pykhtin, 2005-01 To enhance your understanding of the risk management, pricing and regulation of counterparty credit risk, this new title offers the most detailed and comprehensive coverage available. Michael Pykhtin, a globally respected expert in credit risk, has combed the industry's most important organisations to assemble a winning team of specialist contributors - presenting you with the definitive insider view. |
| bny mellon wealth management atlanta: Central Banking at a Crossroads Charles Goodhart, Daniela Gabor, Jakob Vestergaard, Ismail Ertürk, 2014-12-01 This book reflects on the innovations that central banks have introduced since the 2008 collapse of Lehman Brothers to improve their modes of intervention, regulation and resolution of financial markets and financial institutions. Authors from both academia and policy circles explore these innovations through four approaches: ‘Bank Capital Regulation’ examines the Basel III agreement; ‘Bank Resolution’ focuses on effective regimes for regulating and resolving ailing banks; ‘Central Banking with Collateral-Based Finance’ develops thought on the challenges that market-based finance pose for the conduct of central banking; and ‘Where Next for Central Banking’ examines the trajectory of central banking and its new, central role in sustaining capitalism. |
| bny mellon wealth management atlanta: How to Value, Buy, or Sell a Financial Advisory Practice Mark C. Tibergien, Owen Dahl, 2010-05-13 Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work. |
| bny mellon wealth management atlanta: Allegheny County's Hundred Years George Henry Thurston, 1888 |
| bny mellon wealth management atlanta: Client Psychology CFP Board, 2018-02-19 A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf. |
| bny mellon wealth management atlanta: Dear Investor, What the HELL are You Doing? Ken Weber, 2015-01-06 Even Smart people do dumb things with their money. Are you one of them? Despite its irreverent title, Dear Investor, What the Hell Are You Doing? has a serious purpose—to help you identify and fix the common blunders you may be making with your money. Long-time investment advisor Ken Weber exposes the minefield of financial tricks and psychological traps that ensnare millions of investors—beginners and old pros alike—and shows you what you should be doing instead. Whether you’re investing in stocks, bonds, mutual funds, annuities, insurance, or other investment vehicles, this book gives you the facts you need to make smarter moves with your money. Ken Weber has had thousands of conversations with investors of every type, and this book stems directly from those real-world experiences. He’s heard it all, and now he wants to stop you from stepping into the most common financial potholes. |
| bny mellon wealth management atlanta: International Financial Management Alan C. Shapiro, Peter Moles, 2014 Designed for students taking courses in international finance, international financial management, multinational finance and multinational financial management, International Financial Management offers a variety of real-life examples, both numerical and institutional, that demonstrate the use of financial analysis and reasoning in solving international financial problems. * Includes coverage of the emergence of the new international financial system, the rise of the BRICS and the credit crunch. * Complete use of IFRS throughout the chapter on measuring and managing transactions. * Contains numerous Asian, Latin American, African and European cases, applications and examples. * Provides a truly global context for the study of international financial management. * Focuses on decision making in an international context. * Contains coverage of all of the traditional areas of corporate finance including: working capital management, capital budgeting, cost of capital and financial structure. |
| bny mellon wealth management atlanta: The Enduring Advisory Firm Mark C. Tibergien, Kimberly G. Dellarocca, 2016-11-30 A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org. |
| bny mellon wealth management atlanta: Improving Tax Increment Financing (TIF) for Economic Development David Merriman, 2018-09-05 Economist David Merriman of the University of Illinois at Chicago reviews more than 30 individual studies in the most comprehensive assessment of tax increment financing (TIF) with practical recommendations for policy makers and practitioners. The report finds that while TIF has the potential to draw investment into neglected places, it has not accomplished the goal of promoting economic development in most cases. First implemented in the 1950s, TIF funds economic development within a defined district by earmarking increases in future property tax revenues that result from increases in real estate values in the district. The tax revenue can be used for public infrastructure or to compensate private developers for their investments, but TIF is prone to several pitfalls: it often captures some revenues that would have been generated through normal appreciation in property values, it can be exploited by cities to obtain revenues that would otherwise go to overlying government entities such as school districts, and it can make cities' financial decisions less transparent by separating them from the normal budget process. The report recommends several ways that state and local policy makers can reform TIF practices going forward. |
| bny mellon wealth management atlanta: Banking Information Index , 2006 |
| bny mellon wealth management atlanta: The Equity Home Bias Puzzle Ian Cooper, Piet Sercu, Rosanne Vanpée, 2013 Home bias - the empirical phenomenon that investors assign anomalously high weights to their own domestic assets - has puzzled academics for decades: financial theory predicts that an internationally well diversified portfolio of stocks and short-term bonds can reduce risk significantly without affecting expected return. Although the globalization of international equity markets has increased international investments, equity portfolios remain severely home biased today, and no single explanation seems to solve the puzzle completely. In this paper, we first provide a thorough description of the equity home bias phenomenon by defining, discussing, and applying the competing measures and presenting some estimates of the costs of under-diversification. Second, we evaluate the explanations for the equity home bias proposed in the literature such as information asymmetries, behavioral aspects, barriers to foreign investment, and governance issues, and conclude that each explanation on its own falls short, suggesting that the equity home bias probably reflects a combination of factors. Lastly, we review the implications of international under-diversification for portfolio formation and the cost of capital of companies. |
| bny mellon wealth management atlanta: Climb Women in Technology (Organization), 2010-11-01 With great warmth and wisdom, CLIMB delivers compelling stories of women at different career stages succeeding in the technology business community. Powerful, personal and poignant essays depict the varied roads traveled and challenges met by these insightful leaders from an industry where few women venture. Learn why they are passionate about technology careers. Share in their rich experiences. Garner valuable advice to incorporate in your own leadership efforts. From young girls building robots to a software engineer, to a high-tech lawyer, to a CEO, these stories of women in the South will appeal to readers at various points in their professional lives. They convey the heart and soul of leadership for the next generation. |
BNY Mellon Investment Management
Great minds don’t think alike: the power of independent thinking. Brazilian equity; macro; corporate bonds and fixed income strategies. Leading liquidity solutions provider with a comprehensive array of cash and short duration strategies.1 Leader in global … See more
1 ANALYSIS - BNY Mellon Wealth
Family Wealth, which delves into the evolving investment allocations, ambitions, concerns and operational priorities of 189 single family office investment decision-makers. FOREWORD The …
BUILDING ON TRUST EXECUTION GROWTH W INNOVATION …
Our results for the year not only highlight BNY Mellon’s characteristic resilience, but they also demonstrate the strength of our execution when we are appropriately organized and focused. …
BNY INVESTMENTS - BNY Mellon
Mellon Investments Corporation (MIC) is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation. MIC is composed of two divisions: Mellon, which …
PERSPECTIVES NOW, NEXT, AND BEYOND The Future of …
each of our panelists is optimistic about the future of the wealth management industry. Developing a memorable client experience, building to increase scale, investing in the right talent and …
BNY Mellon Wealth Management Consider Everything
BNY Mellon Wealth Management offers Tax-Managed Equity (TME), a customized strategy that delivers index-like returns while minimizing taxes. Experienced specialists factor tax …
Bny Mellon Wealth Management Atlanta
bny mellon wealth management atlanta: WealthTech Patrick Schueffel, 2019-10-01 The book “WealthTech: Wealth and Asset Management in the Fintech Age” is the primary resource for …
Strong and Stable Fundamentals - neprivatewealth.com
the pandemic reshaped the BNY Mellon Wealth Management business model towards increased digitization and use of technology, changed the way staff work with clients and adapted to a …
Wealth Management - Bolton Global
BNY Mellon Pershing, founded in 1939, is the world’s largest correspondent clearing and custody firm with $2.3 trillion in client assets and $2.0 billion in net capital. * The firm is a member of …
BNY Mellon Wealth Management
BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various …
Uniquely Positioned for a Complex Financial World
BNY Mellon Active WealthSM. OUR SOLUTIONS Meeting the Financial World’s Needs With our scale, depth of knowledge, breadth of assets and leading-edge technology, BNY Mellon has …
QUICK FACTS | DECEMBER 31, 2022 - BNY Mellon
BNY Mellon Investment Management is a division of BNY Mellon, which has $44.3 trillion in assets under custody and/or administration as of December 31, 2022. BNY Mellon can act as …
Reference slides - bnymellonwealth.com
Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is …
1 INVEST - bnymellonwealth.com
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Asset allocation and diversification cannot assure a profit or protect …
THREE KEY TECH THEMES FOR WEALTH MANAGEMENT …
“At BNY Mellon, we formed a centralized AI Hub that brought together data science, AI and machine learning teams throughout the enterprise to help develop next-generation intelligent …
ACTEC Thanks Our 2019 Fall Meeting Sponsors - The …
BNY Mellon Wealth Management Bronze Sponsor Melanie Lynagh Philadelphia, PA Melanie.Lynagh@bnymellon.com 215-553-3636 Martyn “Marty” Babitz Philadelphia, PA …
Investor Day - BNY Mellon
Non-GAAP Measures: In this presentation we discuss some non-GAAP measures in detailing the Corporation’s performance, which exclude certain items or otherwise include components that …
QUICK FACTS - bny.com
BNY Investments is one of the world’s leading investment management organizations, encompassing BNY’s affiliated investment management firms and global distribution …
Navigating Life’s Big Events - bnymellonwealth.com
We'll tackle timely topics through the lens of the five pillars that comprise our Active Wealth framework: Invest, Spend, Manage, Borrow and Protect, and provide guidance on navigating …
Our Global Reach and Scale 52 - BNY Mellon
BNY is a global financial services company offering solutions and expertise through leading technology and platforms to support clients through the financial lifecycle. For more than 240 …
BNY Mellon Investment Management
BNY Mellon Investment Management is a division of BNY Mellon, which has $42.2 trillion in assets under custody and/or administration as of September 30, 2022. BNY Mellon can …
1 ANALYSIS - BNY Mellon Wealth
Family Wealth, which delves into the evolving investment allocations, ambitions, concerns and operational priorities of 189 single family office investment decision-makers. …
BUILDING ON TRUST EXECUTION GROWTH W INNOVATION CLIEN…
Our results for the year not only highlight BNY Mellon’s characteristic resilience, but they also demonstrate the strength of our execution when we are appropriately organized and …
BNY INVESTMENTS - BNY Mellon
Mellon Investments Corporation (MIC) is a registered investment adviser and subsidiary of The Bank of New York Mellon Corporation. MIC is composed of two divisions: Mellon, …
PERSPECTIVES NOW, NEXT, AND BEYOND The Future of Wealth M…
each of our panelists is optimistic about the future of the wealth management industry. Developing a memorable client experience, building to increase scale, investing in the …
