(Crain) — Morningstar Inc. said Monday it has entered an agreement to buy Paris-based Seeds Group, a French company with 12 employees that provides investment consulting and fund research to institutional investors.Chicago-based Morningstar and Seeds didn’t provide financial terms of the agreement. The two companies expect to complete the transaction in the next few months.Morningstar has been buying up companies both in the U.S.
Posts Tagged ‘Institutional Investors’
Morningstar to acquire Paris-based research firm
May 17th, 2010 
Before You Invest 
Posted in Finance Fraud 
Tags: Aegis Equities, Alternative Investments, Asset Liability Management, Asset Managers, Brokerage Firms, Equities Research, Finance Research, French Company, Horsham Pa, Institutional Investors, Investment Consulting, Joe Mansueto, Majority Owner, Management Manager, Manager Selection, Morningstar Ceo, Pension Funds, Plan Construction, Seed Group, Structured Finance 
Comments OffICE Introduces Russell 1000 Growth and Value Indexes
May 2nd, 2010 Before You Invest On May 3, 2010, ICE Futures U.S. will introduce the Russell 1000® Growth Mini and Russell 1000® Value Mini Index futures contracts.As comprehensive and unbiased barometers of the large-capitalization growth and value segments of the U.S. equity universe, the Russell 1000 Growth and Russell 1000 Value Indexes are widely used by fund managers and institutional investors specializing in style investing.
Posted in Finance Fraud Tags: Accurate Depiction, Capitalization Growth, Equity Indexes, Equity Universe, Futures Contracts, Growth Index, Growth Style, Index Futures, Institutional Investors, Investable, Market Capitalization, Mini Index, Passive Investment, Public Markets, Russell Indexes, Stock Indexes, Style Index, Value Characteristics, Value Segments, Value Style Comments OffMorningstar buys research firm Realpoint for $52 million
March 19th, 2010 Before You Invest (Crain’s) — Morningstar Inc. has agreed to buy credit research company Realpoint LLC for $52 million, including $42 million in cash and $10 million in restricted stock.Morningstar plans to complete the buy in the next few months, the Chicago-based investment research company said in a news release.Realpoint, based in Horsham, Pa., provides structured finance ratings, research and data to about 225 institutional investors, including money managers who invest in commercial mortgage-backed securities.
Posted in Finance Fraud Tags: 10 Million, Ceo Robert, Commercial Mortgage Backed Securities, Finance Research, Horsham Pa, Institutional Investors, Investment Company, Investment Research, Joe Mansueto, Llc, Money Managers, Morningstar Ceo, Mortgage Backed Securities, News Release, Realpoint, Restricted Stock, Structured Finance Comments OffInstitutional investors might return to Citi after TARP payback
December 13th, 2009 Before You Invest Institutional investors own roughly 20% of Citigroup, making it “one of the least owned banks” by mutual funds, pension funds and other large investors. Once the government sells its stake in the bank, but, institutional investors might return. “A lot of clients I talk to are worried” of the government’s involvement through its holding in Citigroup, said Macquarie Capital analyst David Trone. Once the government exits Citi and the bank is allowed to repay funds it received through the Troubled Asset Relief Program, the bank’s shares could rise.more at http://online.wsj.com/article/SB10001424052748703514404574588121855577070.html
Posted in Finance Fraud Tags: Banks, Citi Bank, Citigroup, Institutional Investors, Lot, Mutual Funds, Payback, Pension Funds, Relief Program, Stake, Wsj No Comments »CIT InterNotes Purchasers May Be Able To Recover Investment Losses
November 30th, 2009 Before You Invest Aidikoff, Uhl & Bakhtiari has launched www.citinternotes.com and investigation of the sales practices of Wall Street firms in recommending CIT InterNotes to their clients.As capital became less available to CIT from institutional investors that it had relied on in the past, the company started marketing products to retail investors.
Posted in Finance Fraud Tags: Bakhtiari, Brokerage Firms, Financial Disputes, Financial Industry Regulatory Authority, Financial Institutions, Finra, Institutional Investors, Institutional Lenders, Internotes, Investment Losses, Investor Claims, Litigation Matters, Marketing Products, Prospective Clients, Retail Investors, Retail Marketing Plan, Sales Practices, Securities Arbitration, Stable Investment, Uhl No Comments »Notice to CIT InterNotes Purchasers — Aidikoff, Uhl & Bakhtiari Launches Website and Investigation of Customer Losses
November 20th, 2009 Before You Invest Aidikoff, Uhl & Bakhtiari announces the launch of www.citinternotes.com and investigation of the sales practices of Wall Street firms in recommending CIT InterNotes to their clients.As capital became less available to CIT from institutional investors that it had relied on in the past, the company started marketing products to retail investors.
Posted in Finance Fraud Tags: Bakhtiari, Brokerage Firms, Financial Disputes, Financial Industry Regulatory Authority, Financial Institutions, Finra, Institutional Investors, Institutional Lenders, Internotes, Investor Claims, Launch, Litigation Matters, Marketing Products, Prospective Clients, Retail Investors, Retail Marketing Plan, Sales Practices, Securities Arbitration, Stable Investment, Uhl No Comments »CIT Group Seen as Lost Cause by Government, Even After Move to Generate Capital
November 4th, 2009 Before You Invest Though taxpayer money has thus far kept embattled financial institution CIT Group, Inc. alive, the government is faced with the reality that it has made a terrible investment. The company has finally filed for bankruptcy after unsuccessfully attempting to generate capital from the government, and generating capital from individual investors.The reality that the government has lost over $2 billion in taxpayer TARP funds though its investment in CIT Group is regrettable.
Posted in Finance Fraud Tags: Bankruptcy Filing, Beneficiary, Broker Dealers, Cit Group, Cit Group Inc, Debacle, Face Value, Financial Institution, Individual Investors, Institutional Funds, Institutional Investors, Internotes, Investment Product, Marketing Strategy, Option Feature, Party Broker, Prospective Clients, Retail Investors, Survivor, Taxpayer Money No Comments »Medical Capital Investigation
August 24th, 2009 Before You Invest Aidikoff, Uhl & Bakhtiari (www.securitiesarbitration.com) announces an investigation of Medical Capital on behalf of investors in Medical Capital securities. The law firm has been contacted by investors and ispreparing to file FINRA arbitration claims against broker dealers andpossibly investment advisors firms for losses incurred based on therecommendation to buy Medical Capital securities.The individual brokers and individual advisors who sold Medical Capitalare not targets of investor claims.Medical Capital Corporation and Medical Provider Funding Corporation VIraised more than $2.2 billion through the offering of notes in MedicalProvider Funding Corp VI and earlier special purpose entity offerings.On August 3, 2009 the Securities and Exchange Commission (SEC) soughtemergency relief.
Posted in Finance Fraud Tags: Administrative Fees, American Portfolio, Arbitration Claims, Bakhtiari, Broker Dealers, Brokerage Firms, Capital Securities, Institutional Investors, Investment Advisors, Litigation Matters, Medical Capital Corporation, Medical Provider, Misappropriation, National Securities, Proper Due Diligence, Securities America, Securities And Exchange Commission, Securities Arbitration, Special Purpose Entity, Thesale, Uhl No Comments »Rating Agency To Post Grades On Web
May 23rd, 2009 Before You Invest A subscriber-based agency whose ratings are to be accepted by the Federal Reserve for its program to boost the commercial mortgage bond market will post its ratings on existing bonds publicly. Realpoint LLC is one of five rating agencies named by the Fed whose evaluation of older commercial mortgage-backed securities will count for eligibility in the Term Asset-Backed Securities Loan Facility, or TALF.
Posted in Finance Fraud Tags: Amp, Asset Backed Securities, Bond Market, Bond Ratings, Commercial Mortgage Backed Securities, Federal Reserve, Fitch Ratings, Institutional Investors, Investors Service, Loan Facility, Mortgage Backed Securities, Mortgage Bond, Mortgage Bonds, Realpoint, Securities Loan, Subscriber, Subscribers, Web Based No Comments »National Bank of Kuwait has fully reimbursed all its clients who lost money in the alleged $50bn Ponzi scheme run by New York broker Bernard Madoff
February 1st, 2009 Before You Invest National Bank of Kuwait has fully reimbursed all its clients who lost money in the alleged $50bn Ponzi scheme run by New York broker Bernard Madoff, banking sources said.NBK paid about $50m to some 20 individuals who invested in Madoff feeder funds through its Swiss bank in December, one NBK executive said.The clients received the principal they initially place into the funds and the gains, said by authorities to be fictitious, they thought they had made.
Posted in Finance Fraud Tags: 50m, Bank Of Kuwait, Bernard Madoff, Face Value, Fairfield Greenwich, Feeder, Fund Managers, Hedge Fund, Institutional Investors, Mark Gross, Money Managers, Monies, National Bank Of Kuwait, Nbk, New York Broker, Preference Shares, Private Clients, Spanish Bank, Swiss Bank, Tremont Comments Off
