Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
The Line Separating Retail and Institutional Advisory Markets is Blurring
By Warren S. HerschThe report finds that mounting profitability pressures and attractive margins are prompting financial advisors, investment consultants and assets managers to secure new sources of revenue by moving beyond their traditional markets.
March 08, 2012
Lifecycle Funds Grew 8% in Q4 to $842BAssets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
March 07, 2012
The Future Is Now: Institutional Asset Allocation for Retail InvestorsScrutiny of the asset allocation process since 2008 has led to a proliferation of smart, managed investment products that help facilitate the implementation of diversified portfolio strategies.
February 29, 2012
Sallie Krawcheck: Money-Market Funds Aren't What You ThinkIts been a little over three years since the Reserve Primary Money Market Fund "broke the buck," and Sallie Krawcheck took to the pages of The Wall Street Journal on Wednesday to reveal surprising facts about the stability of the money-market fund industry since.
February 28, 2012
Deutsche Bank Survey Predicts Record Hedge Fund Assets in 2012Hedge fund assets will reach an all-time high this year, driven by increased institutional participation, according to Deutsche Banks 10th annual Alternative Investment Survey, released last week.
February 15, 2012
Defending the FedAn American Enterprise Institute scholar argues that both the Fed and U.S. savers today must choose among unpleasant alternatives.
February 13, 2012
Hold Cash, Gold and Hard Assets Until ‘Funny Money’ Frenzy Fizzles OutDavid Santschi, who analyzes fund flow data for investment research firm TrimTabs, borders on the apocalyptic when he warns that central bank actions are overwhelming the natural forces in the market.
February 10, 2012
Envestnet to Acquire Prima Capital for $13.7 Million in CashSeller Broadridge says Prima is profitable but not core. Prima CEO Gib Watson to run new business unit at Envestnet.