Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
IRA Rollover Contributions Could Total $2 Trillion in 2015: FRC
By Danielle AndrusThe Financial Research Corp. announced Wednesday that it expected IRA rollover contributions to total $2 trillion between 2011 and 2015.
May 13, 2011
Don’t Shun Europe, Say Franklin Templeton Portfolio ManagersEurope’s sovereign debt crisis has created opportunities for U.S. investors, a group of Franklin Templeton portfolio managers said.
May 11, 2011
At Summit Meeting, China to Allow U.S. Asset Managers to Sell Mutual FundsThe second largest economy in world pledges to allow foreign banks to underwrite bonds, sell some insurance products.
May 03, 2011
Treasury Panel: Maybe Public Plans Need New ProductsA U.S. Treasury Department advisory committee is wondering whether the department could come up with new types of financial instruments that could help pension managers do a better job of handling plan obligations.
April 22, 2011
Cerulli: Most Assets Managers Employ Alternative Investment Product ManagersMost asset managers employ one or more alternative investment product managers, according to new research.
April 22, 2011
JPMorgan Clearing Deal Will Return $800 Million to Lehman EstateJPMorganChase & Co. will return assets worth $800 million to lawyers representing the brokerage arm of failed investment bank Lehman Brothers Holdings Inc.
April 22, 2011
Trends in Separately Managed Accounts: SMAs in the Broker-Dealer SpaceEfficiency and due diligence have BD-affiliated reps seeing SMA green, we learned in our interview with William Bestgen of Bay Financial Associates.
April 19, 2011
Trends in Separately Managed Accounts: Limited Partnerships vs. Managed AccountsManaged account exposure is a detriment, but benefits far outweigh loss potential, says Aspen Partner’s Paul Morin.