Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Three Due Diligence Challenges in Evaluating ‘Emerging’ Managers
By J. Gibson Watson III, CIMAIt can be challenging to assess the rewards—and risks—of boutique money managers. But it may be worth the effort.
March 04, 2011
Weekly Money-Market Assets Up, ICI SaysThe total amount of money-market mutual fund assets is up slightly from a week ago, but lower than the Feb. 16 level of $2.756 trillion.
March 01, 2011
Jerry Jordan's Napoleon ComplexIts hard to get big when youre small, because nobody wants to invest with somebody whos small, says Jerry Jordan, portfolio manager of the Jordan Opportunity Fund, when asked about his status as an overlooked manager.
March 01, 2011
‘The Big Short’ Author Sued for DefamationMichael Lewis, who wrote the best-seller “The Big Short: Inside the Doomsday Machine” about the mortgage meltdown, has become the target of a lawsuit by an asset manager he wrote about in the book.
February 28, 2011
Pensions: How Deep is Deep?Managers of large U.S. defined benefit pension plans now seem to have a better sense of the gap between the resources they need to cover pension liabilities and the resource they actually have.
February 28, 2011
Salesperson styles: What kind are you?In the December issue of the Harvard Business Review, I came across a fascinating study on salespeople.
February 22, 2011
Take the Top Wealth Managers Quarterly Pulse SurveyNow through March 15th, RIA firms with $50 million or more in AUM can take the survey. It’s the first step to be eligible for the Top Wealth Managers Ranking.
February 21, 2011
Climate Change Puts Institutional Investors at Risk for Trillions: MercerAccording to a report released Feb. 15 by consulting firm Mercer, inaction and lack of cooperation surrounding climate change has the potential to cost institutional investors trillions of dollars over the next 20 years.