Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Beta Morphs From Alpha
By Kate McBrideWhen huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta.
February 01, 2010
Towers Watson: Pension Assets ReboundTotal institutional pension fund assets in 13 major markets increased to $23 trillion at the end of 2009, up 15% from $20 trillion a year earlier.
January 31, 2010
What book(s) or other media (video, audio, seminars) have had the most influence on your business?So far, Bill Good in creating a systematic approach to marketing/prospecting/asset gathering.
January 28, 2010
Symetra Completes Stock Sale (CORRECTED)Symetra Financial Corp. (NYSE:SYA) has concluded its initial public offering.
January 04, 2010
25 best jobs for boomersCNN and CareerBuilder recently reported on the 25 best boomer jobs (from Michael Farr and Laurence Shatkin's book"225 Best Jobs for Baby Boomers." We confess...
January 01, 2010
Schwab Sees More Momentum, Says GristAs of September 30, 2009, 126 teams moved to an independent model with Schwab, according to Barnaby Grist, senior managing director of Schwab Advisor...
December 16, 2009
Third-Party Managers (Tactical vs. Strategic)Now that 2008 is about to be safely behind us and we have had 2009 to recover -- and, who knows for sure, but 2010 is looking like it could be okay, yes? -- I'm wondering what you think about third-party managers.
December 01, 2009
Fund Managers Share Views with LipperThe U.S. fund industry is beginning to recover from possibly the worst economic and financial correction that it has ever experienced, says Jonathan Krieder,...