Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
TD Ameritrade's Fiscal Q1: Income Rises, Sales Beat Estimates
By Janet LevauxNet new client assets for the online broker were $9.7 billion, a jump of 11% over last year’s results.
January 17, 2011
Exploring Tactical Allocation Using ETFs With Brian Singer, Part 1Why the Singer Partners’ CIO focuses, and has for 20 years, on tactical asset allocation as a core investment strategy.
January 11, 2011
KBW Q4 Preview of Asset Managers Sees Overall Positive PerformanceFourth-quarter 2010 earnings for asset management firms will reflect a “transition quarter” of largely positive fund flows, said Keefe, Bruyette & Woods analysts in a Q4 preview.
January 10, 2011
U.S. Bank to Use Smartleaf ‘Unified Overlay Platform’'Unified overlay platform' to optimize 40,000 non-brokerage ‘customized’ portfolios.
January 10, 2011
U.S. Bank to Use Smartleaf ‘Unified Overlay Platform’'Unified overlay platform' to optimize 40,000 non-brokerage ‘customized’ portfolios.
January 07, 2011
Calvert Foundation Appoints Lisa Hall President and CEOCalvert Foundation has appointed Lisa Hall its new president and chief executive, the foundation board’s co-chairmen, Wayne Silby and John Guffey, announced Thursday.
December 17, 2010
Envestnet Adds BlackRock, Janus, PIMCO Managers to SMA PlatformEnvestnet has added SMA portfolios from BlackRock, Janus, Franklin Templeton and PIMCO to its platform of vetted SMA managers for its affiliated advisors.
December 15, 2010
EDHEC Study: European Wealth Managers Fail to Customize Risk ManagementA survey of European wealth managers, released Wednesday by EDHEC-Risk Institute, found that these investment professionals want to offer their clients customized risk management, but generally fail to do so.