For United Kingdom Professional Investors
Important Information for United Kingdom Investors. The contents of this website have been prepared solely for informational purposes. Read this page before proceeding. By continuing on to the DoubleLine website, you confirm that you have read and agreed to the DoubleLine Privacy Policy, including the use of cookies and our Terms of Use.TERMS OF USETHIS WEBSITE IS DIRECTED EXCLUSIVELY TO PROFESSIONAL INVESTORS. IT SHOULD NOT BE ACCESSED BY, DISTRIBUTED TO, OR RELIED UPON BY PRIVATE/ RETAIL CLIENTS. DoubleLine, or its investment advisory affiliates within DoubleLine management, will not be liable for any damages or losses suffered by private/retail clients accessing this website.If you are not a professional investor, please exit this site. Any investments to which this website relates are available only to professional investors and we will only deal with professional investors. Any person who is not a professional investor should not act or rely on the contents of this website.I am a professional investor. I have read the information above, I understand and agree to its contents, and wish to proceed.
WEBSITE ACCESSThis website is not directed to persons who are residents or citizens of the United States (including persons who are “US Persons” under US federal income tax or securities laws) or who are located in any country, state or jurisdiction where the Funds are not authorised for distribution or in which the dissemination of information regarding DoubleLine’s UCITS funds (the “Funds”) on the Internet is not permitted. The information on this website is for informational purposes only, and does not constitute an offer to sell or the solicitation of any offer to buy any securities, to or for the benefit of “US Persons” within the meaning of Regulation S under the United States Securities Act of 1933 or US federal income tax law nor in which such distribution or offer is not authorised or where they are not available for distribution in the jurisdiction of the reader.You understand that it is the responsibility of the investor or their dealer/advisor to ensure that the offering and sale of Fund units or shares complies with the relevant national and/or local law.You understand that the information on this website does not constitute advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets their financial or any other objectives.LIMITATION OF LIABILITYThe information on this website has been issued and approved by DoubleLine and does not in any way constitute investment, tax, legal, or other advice. If you are in any doubt about the information contained in the website, please consult your DoubleLine representative or financial advisor. The information is current at the date of publication, but is subject to change without notification.The information contained in the website is to the best of the knowledge of DoubleLine in accordance with the facts and does not omit anything likely to affect the import of such information. However, no warranty of accuracy is given and no liability in respect of any errors or omissions created by any third party is accepted by DoubleLine. By proceeding, you agree to the exclusion by DoubleLine and its affiliates of any liability in respect of any errors or omissions to the extent permitted by applicable law.DoubleLine shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.If you have accessed this website via a link from another site, DoubleLine is not responsible for the accuracy of information contained within the sites of other providers who have links to any pages of this website.OFFERING DOCUMENTSApplications for units or shares in any Fund referred to in the website should be made only on the basis of the information contained in the current prospectus, key information documents, annual report and/or semiannual report, as applicable (“Offering Documents”) relating to the Funds.
As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details of this will be contained in the relevant Offering Documents.RISKSThere can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount, or that the full amount of your investment in any Fund will be returned to you.The value of investments and the income from them may go down as well as up and are not guaranteed. Past performance is no guarantee of future performance.Rates of exchange may cause the value of the investments to go up or down. When a subscription involves a foreign exchange transaction, it may be subject to the fluctuations of currency values. For Funds that invest in emerging markets, volatility and the risk to your capital may be greater.IP RIGHTSAll copyright, patent, intellectual, and other property in the information contained in the website is held by DoubleLine, and it will continue to belong to DoubleLine, except as stated otherwise. No rights of any kind are licensed or assigned or will otherwise pass to persons accessing this information.TELEPHONE RECORDINGSFor your protection, telephone calls are usually recorded and may be used in the event of any complaint or dispute between us.YOUR ACCEPTANCEThis website, our Privacy Policy and our Terms and Conditions may be altered and amended at any time without prior notice. Your continued use of this website indicates your acceptance of and acknowledgment of these Terms and Conditions as amended.
For Italy Professional Investors
TERMS OF USEImportant Information for Italian Investors. Read this page before proceeding.INTRODUCTIONTHE INFORMATION CONTAINED IN THIS WEBSITE IS DIRECTED EXCLUSIVELY TO INVESTMENT PROFESSIONALS. IT SHOULD NOT BE ACCESSED BY, DISTRIBUTED TO, OR RELIED UPON BY PRIVATE/ RETAIL CLIENTS. DoubleLine will not be liable for any damages or losses suffered by private/retail clients accessing this website.This website is directed only to investment professionals resident in Italy.Investment Professionals by law under Italian law include the following entities required to be authorised or regulated to operate in the financial markets:1. a credit institution2. an investment firm3. any other authorised or regulated financial institution4. an insurance company5. a collective investment scheme or the management company of such a scheme6. a pension fund or the management company of a pension fund7. a commodity or commodity derivatives dealer8. locals9. a money broker10. any other institutional investor11. large undertakings meeting two of the following size requirements, on a proportional basis: (i) balance sheet total at least: 20,000,000 Euro; (ii) net turnover at least: 40,000,000 Euro; (iii) own funds at least: 2,000,000 Euro12. other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financial transactions.
If you are not an investment professional, please exit this site. Any investments to which this website relates are available only to investment professionals and we will only deal with investment professionals. Any person who is not an investment professional should not act or rely on the contents of this website. No persons other than investment professionals should read or rely on any information provided in this website. DoubleLine, nor its investment advisory affiliates within DoubleLine Management, offer any investment services to private clients in Italy.I am an investment professional. I have read the information above, I understand and agree to its contents, and wish to proceed.I understand that DoubleLine’s UCITS funds (the “Funds”) and products shown on this website may not be distributed to persons different from Italian investment professionals, such as Italian private/retail clients, persons who are citizens or residents of the United States or persons who are located in any country where the Funds are not authorised for distribution. I understand that it is the responsibility of the investor or his or her dealer/advisor to ensure that the offering and sale of Fund units or shares complies with the relevant national and/or local law.Materials and information available in this website are subject to Italian applicable laws and regulation. Visitors resident in different countries access to such information at their own risk; any request submitted by foreign visitors other than Italian professional investors will not be proceeded.Information contained in this website is provided for informational purposes only and does not constitute an offer to sell or a solicitation to invest in any securities in any jurisdiction in which such distribution or offer is not authorised or where they are not available for distribution in the jurisdiction of the reader. It does not constitute advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets his, her or its financial or any other objectives nor a promotion of investment services and activities herein mentioned.This website is not directed to persons who are residents or citizens of the United States (including persons who are “US Persons” under US federal income tax or securities laws) or who are located in any country, state or jurisdiction where the Funds are not authorised for distribution or in which the dissemination of information regarding the Funds on the Internet is not permitted. The information on the website is not for distribution, and does not constitute an offer to sell or the solicitation of any offer to buy any securities, to or for the benefit of “US Persons” within the meaning of Regulation S under the United States Securities Act of 1933 or US federal income tax law.The products referenced on this website, and information regarding such products, are directed at and available only to Italian professional investors.Applications for units or shares in any Fund referred to in the website should be made only on the basis of the information contained in the current prospectus, key information documents, annual report and/or semiannual report, as applicable (“Offering Documents”) relating to the Funds. Before making any investment in a Fund, read the prospectus.If you are in any doubt about the information on the website, please consult your financial advisor. The information is current at the date of publication, but is subject to change without notification.If you have accessed this website via a link from another site, DoubleLine is not responsible for the accuracy of information contained within the sites of other providers who have links to any pages of this website.The information on the website is accurate to the best of DoubleLine’s knowledge. However, no warranty of accuracy is given and no liability in respect of any errors or omissions created by any third party is accepted by DoubleLine. By proceeding, you agree to the exclusion of DoubleLine and its affiliates from any liability in respect of any errors or omissions to the extent permitted by applicable law.I understand that DoubleLine’s funds and products shown on this website may not be distributed to persons other than Italian investment professionals, such as Italian private/retail clients, persons who are citizens or residents of the United States or persons who are located in any country where the Funds are not authorised for distribution. I understand that it is the responsibility of the investor or his or her dealer/advisor to ensure that the offering and sale of Fund units or shares complies with the relevant national and/or local law.Materials and information available in this website are subject to Italian applicable laws and regulation. Visitors resident in other countries access such information at their own risk; any request submitted by foreign visitors other than Italian professional investors will not be accepted.Information contained in this website is provided for informational purposes only and does not constitute an offer to sell or a solicitation to invest in any securities in any jurisdiction in which such distribution or offer is not authorised or where they are not available for distribution in the jurisdiction of the reader. It does not constitute advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets his, her or its financial or any other objectives nor a promotion of investment services and activities herein mentioned.Fund securities are not covered by any government deposit insurer. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount, or that the full amount of your investment in any Fund will be returned to you. The value of the investments and the relevant yields can both increase or reduce during the time, and it is possible that, at the time of disinvestment, an amount lower than the amount originally invested will be reimbursed. There is no guarantee that the same yields shown in this website will be obtained in the future.The website may contain estimates which are based on hypothesis relating to current and future business strategies, that may or may not be correct. Estimates are subject to risk and uncertainty, since they refer to circumstances that may or may not occur. Estimates shall not be deemed as guarantees for results in the future.When a subscription involves a foreign exchange transaction, it may be subject to the fluctuations of currency values. For Funds that invest in emerging markets, volatility and the risk to your capital may be greater.All copyright, patent, intellectual, and other property in the information contained in the website is held by DoubleLine, and it will continue to belong to DoubleLine, except as stated otherwise. No rights of any kind are licensed or assigned or will otherwise pass to persons accessing this information.The content of this website has been issued by DoubleLine, registered in Luxembourg, having a registered office in Luxembourg, licensed to operate by DoubleLine.
For Luxembourg Professional Investors
It is important that you read this page before proceeding. It provides information about DoubleLine’s UCITS funds (the “Funds”) and where they are authorised for sale. The contents of this website have been prepared solely for informational purposes.Read this page before proceeding. By continuing on to the DoubleLine website, you confirm that you have read and agreed to the DoubleLine Privacy Policy, including the use of cookies and our Terms of Use.TERMS OF USETHIS WEBSITE IS DIRECTED EXCLUSIVELY TO PROFESSIONAL INVESTORS. IT SHOULD NOT BE ACCESSED BY, DISTRIBUTED TO, OR RELIED UPON BY PRIVATE/ RETAIL CLIENTS. DoubleLine, or its investment advisory affiliates within DoubleLine management, will not be liable for any damages or losses suffered by private/retail clients accessing this website.If you are not a professional investor, please exit this site. Any investments to which this website relates are available only to professional investors and we will only deal with professional investors. Any person who is not a professional investor should not act or rely on the contents of this website.I am a professional investor. I have read the information above, I understand and agree to its contents, and wish to proceed.
WEBSITE ACCESSThis website is not directed to persons who are residents or citizens of the United States (including persons who are “US Persons” under US federal income tax or securities laws) or who are located in any country, state or jurisdiction where the Funds are not authorised for distribution or in which the dissemination of information regarding the Funds on the Internet is not permitted. The information on this website is for informational purposes only, and does not constitute an offer to sell or the solicitation of any offer to buy any securities, to or for the benefit of “US Persons” within the meaning of Regulation S under the United States Securities Act of 1933 or US federal income tax law nor in which such distribution or offer is not authorised or where they are not available for distribution in the jurisdiction of the reader.You understand that it is the responsibility of the investor or their dealer/advisor to ensure that the offering and sale of Fund units or shares complies with the relevant national and/or local law.You understand that the information on this website does not constitute advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets their financial or any other objectives.LIMITATION OF LIABILITYThe information on this website has been issued and approved by DoubleLine and does not in any way constitute investment, tax, legal, or other advice. If you are in any doubt about the information contained in the website, please consult your DoubleLine representative or financial advisor. The information is current at the date of publication, but is subject to change without notification.The information contained in the website is to the best of DoubleLine’s knowledge. However, no warranty of accuracy is given and no liability in respect of any errors or omissions created by any third party is accepted by DoubleLine. By proceeding, you agree to the exclusion of DoubleLine and its affiliates from any liability in respect of any errors or omissions to the extent permitted by applicable law.DoubleLine shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.If you have accessed this website via a link from another site, DoubleLine is not responsible for the accuracy of information contained within the sites of other providers who have links to any pages of this website.OFFERING DOCUMENTSApplications for units or shares in any Fund referred to in the website should be made only on the basis of the information contained in the current prospectus, key information documents, annual report and/or semiannual report, as applicable (“Offering Documents”) relating to the Funds.
For Netherlands Professional Investors
IMPORTANT INFORMATION FOR NETHERLAND INVESTORS
The contents of this website have been prepared solely for informational purposes. Read this page before proceeding. By continuing on to the DoubleLine website, you confirm that you have read and agreed to the DoubleLine Privacy Policy, including the use of cookies and our Terms of Use.TERMS OF USETHIS WEBSITE IS DIRECTED EXCLUSIVELY TO PROFESSIONAL INVESTORS. IT SHOULD NOT BE ACCESSED BY, DISTRIBUTED TO, OR RELIED UPON BY PRIVATE/ RETAIL CLIENTS. DoubleLine, or its investment advisory affiliations within DoubleLine management, will not be liable for any damages or losses suffered by private/retail clients accessing this website.If you are not a professional investor, please exit this site. Any investments to which this website relates are available only to professional investors and we will only deal with professional investors. Any person who is not a professional investor should not act or rely on the contents of this website.I am a professional investor. I have read the information above, I understand and agree to its contents, and wish to proceed.
WEBSITE ACCESSThis website is not directed to persons who are residents or citizens of the United States (including persons who are “US Persons” under US federal income tax or securities laws) or who are located in any country, state or jurisdiction where the DoubleLine UCITS funds (the “Funds”) are not authorised for distribution or in which the dissemination of information regarding the Funds on the Internet is not permitted. The information on this website is for informational purposes only, and does not constitute an offer to sell or the solicitation of any offer to buy any securities, to or for the benefit of “US Persons” within the meaning of Regulation S under the United States Securities Act of 1933 or US federal income tax law nor in which such distribution or offer is not authorised or where they are not available for distribution in the jurisdiction of the reader.You understand that it is the responsibility of the investor or their dealer/advisor to ensure that the offering and sale of Fund units or shares complies with the relevant national and/or local law.You understand that the information on this website does not constitute advice, a recommendation or an expression of our view as to whether a particular security or financial instrument is suitable for any investor accessing the website or meets their financial or any other objectives.LIMITATION OF LIABILITYThe information on this website has been issued and approved by DoubleLine and does not in any way constitute investment, tax, legal, or other advice. If you are in any doubt about the information contained in the website, please consult your DoubleLine representative or financial advisor. The information is current at the date of publication, but is subject to change without notification.The information contained in the website is to the best of DoubleLine’s knowledge. However, no warranty of accuracy is given and no liability in respect of any errors or omissions created by any third party is accepted by DoubleLine. By proceeding, you agree to the exclusion of DoubleLine and its affiliates from any liability in respect of any errors or omissions to the extent permitted by applicable law.DoubleLine shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.If you have accessed this website via a link from another site, DoubleLine is not responsible for the accuracy of information contained within the sites of other providers who have links to any pages of this website.OFFERING DOCUMENTSApplications for units or shares in any Fund referred to in the website should be made only on the basis of the information contained in the current prospectus, key information documents, annual report and/or semiannual report, as applicable (“Offering Documents”) relating to the Funds.
For Spain Professional Investors
This website is limited to funds and sub-funds (and related information and documents) which have been authorised for sale in Spain by the Comisión Nacional del Mercado de Valores (CNMV). If you are a Spanish citizen accessing any other DoubleLine UCITS country website, please note you shall be doing so under your own risk and responsibility so that any investment carried out in such terms shall be deemed to be unsolicited.
The contents of this website have been prepared solely for informational purposes.Read this page before proceeding. By continuing on to the DoubleLine website, you confirm that you have read and agreed to the DoubleLine Privacy Policy, including the use of cookies and our Terms of Use.TERMS OF USETHIS WEBSITE IS DIRECTED EXCLUSIVELY TO PROFESSIONAL INVESTORS. IT SHOULD NOT BE ACCESSED BY, DISTRIBUTED TO, OR RELIED UPON BY PRIVATE/ RETAIL CLIENTS. DoubleLine, or its investment advisory affiliations within DoubleLine management, will not be liable for any damages or losses suffered by private/retail clients accessing this website.If you are not a professional investor, please exit this site. Any investments to which this website relates are available only to professional investors and we will only deal with professional investors. Any person who is not a professional investor should not act or rely on the contents of this website.I am a professional investor. I have read the information above, I understand and agree to its contents, and wish to proceed.
For Switzerland Professional Investors
DISCLAIMERThe information on this section of the DoubleLine website is exclusively directed at qualified investors resident in Switzerland.Non-qualified investors may not access this section of the website and are kindly asked to contact:ACOLIN Fund Services AGMaintower, Thurgauerstrasse 36/388050 ZürichPhone: +41 44 396 96 96in Switzerland for further information regarding DoubleLine Funds (Luxembourg), an umbrella investment company with variable capital (société d'investissement à capital variable) incorporated under the form of a société anonyme in the Grand Duchy of Luxembourg.By selecting Switzerland as your country of residence, and clicking “Accept” below, you represent, warrant and undertake to us that you are resident in Switzerland and that you are a qualified investor within the meaning of the Federal Act on Collective Investment Schemes (“CISA”) and the Federal Ordinance on Collective Investment Schemes (“CISO”), as amended from time to time, as well as in accordance with the most recent interpretation by the Swiss Financial Market Supervisory Authority FINMA (“FINMA”).In particular, the following are considered qualified investors within the meaning of the CISA and the CISO as well as in accordance with the interpretation by the FINMA: (i) regulated financial intermediaries (such as banks, securities traders, fund management companies, asset managers of collective investment schemes as well as central banks); (ii) regulated insurance institutions; (iii) public entities and retirement benefits institutions with professional treasury operations; (iv) companies with professional treasury operations; (v) high-net-worth individuals who fulfil the requirements of CISA/CISO and have declared in writing that they wish to be deemed qualified investors; (vi) investors who have concluded a written discretionary management agreement as defined in Article 3 Paragraph 2 let. b and c of CISA are deemed qualified investors unless they have declared in writing that they do not wish to be deemed as such.The sub-funds of DoubleLine Funds (Luxembourg) accessible on this section of the website have been approved for distribution in or from Switzerland by the FINMA.ACOLIN Fund Services AG is the representative of the sub-funds of DoubleLine Funds (Luxembourg). The prospectus and the key information documents for Switzerland, the articles of incorporation as well as the annual and semi-annual reports of DoubleLine Funds (Luxembourg) may be obtained free of charge from the representative in Switzerland.
DoubleLine has provided compensation to one or more award publications to permit DoubleLine to publish certain award results as well as the name and logo of the award publications and, in some cases, related to the award publication, to announce the award results (e.g., in an industry advertisement). Although any such compensation was provided after the award results were determined, the potential for such compensation may influence an award publication’s process for making award decisions. In addition, certain award publications may have affiliated companies or other lines of business that conduct business with DoubleLine, such as trading software or research publications, and the existence of these relationships could create a conflict of interest with respect to the award publication’s process for determining award recipients. Award publications assess particular performance periods using their own methodologies, criteria and judgment; persons and products recognized by award publication change from year to year. Investors are cautioned that a recognition from an award publication based on past results does not guarantee any future performance results.
Best Active ETF Issuer ($100 million-$1 billion) – For each category, all of an issuer’s ETFs in that specific asset class category or grouping are combined to give a total assets under management figure. Shortlist nominations are based on the percentage change in the issuers’ assets under management in each category over a 12-month period within specified dates. Where the sample size in specific asset class categories permits, issuers are also grouped by average asset thresholds such as: USD100 million – USD1billion; USD1billion -USD10 billion; USD5 billion – USD50billion and USD50 billion+.
2021, 2022 Financial Advisor IQ, Service Award Winner – Audio and Video Content. Financial Advisor IQ Service Awards are based on the online votes of 903 financial advisors, across brokerage, RIA and other channels, surveyed in April through June, 2021.
Now in their 3rd year, the FA-IQ Service Awards are based on the votes of financial advisors who participated in an an online survey in April, May and June.
In all, 742 advisors voted in 2022. Respondents represented multiple channels: 61% came from broker-dealers (including 40% from independent and regional BDs, and 19% from wirehouses), 32% from independent RIAs, and 4% from insurance agencies.
In rating asset managers, advisors identified the companies with which they have worked from a list. Then, for each category, they chose which among the companies they work with they considered outstanding.
We split asset managers up based on the total mutual fund and/or ETF assets each managed (to reflect the "retail" business), even when the company has a much larger institutional business. Advisors could choose from:● 32 “large” managers (those with $100 billion or more in mutual fund/ ETF assets)● 51 “midsize” managers (those with $20 billion to $99 billion in mutual fund/ETF assets)● 60 “small” managers (those with $5 billion to $19 billion in fund/ETF assets)
For recordkeepers, Erisa law firms and TDF providers, we relied on votes from all advisors, but especially those with significant DC plan business.
Ignites Research, an FA-IQ affiliate, compiled the votes and oversaw these awards.
2021 Asian G3 Bond Benchmark Review: Top Investment House, US Asset Manager - Asset Benchmark Research ranks the Top investment houses in Asian G3 bonds based on the number of votes won by their Astute Investors. The top-ranked house has garnered the most votes for Astute Investors and so on. All votes are also subject to a weighting methodology.
2018 Chief Investment Officer Magazine, Asset Management and Servicing Winner - Fixed Income/Credit. CIO Magazine seeks nominations through its website. Received approximately 300 nominations. DoubleLine was nominated by CIOs themselves. The staff researches the nominees by, among other things, reaching out to "asset owners in the community." The magazine chose a list of finalists and then chose a winner based on recommendations from the CIOs.Institutional Investor, U.S. Fixed Income – Core Plus Fixed Income. Institutional investor U.S. Fixed Income—Mortgage Backed Securities award winners are chosen by the editorial staff of Institutional Investor magazine based on their market intelligence, performance data and additional information received from the industry following a public call for nominations.
2013, 2014, 2016 Institutional Investor, U.S. Fixed Income – Mortgage-Backed Securities. Institutional investor award winners are chosen by the editorial staff of Institutional Investor magazine based on their market intelligence, performance data and additional information received from the industry following a public call for nominations.
2016 Risk Magazine, Institutional Investor of the Year. Institutional investor award winners are chosen by the editorial staff of Institutional Investor magazine based on their market intelligence, performance data and additional information received from the industry following a public call for nominations.
2015 Risk Magazine, Asset Manager of the Year. Winners of the Risk Awards in the end-user categories were nominated because they demonstrate best practice in risk management/derivatives trades, have made significant improvements to risk management, have executed an innovative trade or, in the case of hedge funds, posted good returns in a difficult environment.
2020 Business Insider, 10 Must-Listen Investing Podcasts. Competiello, Christopher. "These 10 must-listen podcasts can help you master investing, from day-trading to real estate." Business Insider. 5 March, 2020. Opinion based article.
2017 Fixed Income Analysts Society, Inc. (FIASI), Fixed Income Hall of Fame. In 1995, the Fixed Income Analysts Society established a Hall of Fame to recognize the lifetime achievements of outstanding practitioners in the advancement of the analysis of fixed-income securities and portfolios. Inductees will have made major contributions to the advancement of fixed-income analysis and portfolio management. These contributions may be academic, business-related or FIASI-related. The Board of Directors determines the annual inductees.
2012, 2015, 2016 Bloomberg Markets Magazine, 50 Most Influential. Markets 50 Most Influential magazine editors favor recent accomplishments above lifetime achievements to build their list. They rely on the rankings, profiles, and cover stories they publish throughout the year in Bloomberg Markets.
2014 Forbes, Most Powerful People. A panel of Forbes editors ranked all candidates in each of these four dimensions of power, and those individuals rankings were averaged into a composite score. 1) Power over lots of other people, 2) Financial resources controlled by each person measuring company’s assets and revenues. 3) Powerful in multiple spheres or areas 4) Candidates actively using that power.
2013, 2014, 2016 Institutional Investor, Money Manager of the Year. Manager winners are selected by the editors of the magazine based on the results of a survey conducted of U.S. institutional investors.
2007 Murray Coleman and Jonathan Burton. “Subprime woes aren't over, fund manager warns.” Market Watch. Market Watch, Inc. 27 June 2007.
