Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Asset Allocation, Green Investing Evolving
By Kara P. Stapleton"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 08, 2008
MFS Launches Target Total Return FundMFS Investment Management unveiled a new Diversified Target Return Fund (DVRAX) that will use quantitative as well as fundamental analysis in its investment strategy, and...
February 01, 2008
Asset Allocation, February 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
February 01, 2008
ICI Stydy Shows Steady Industry ImprovementThe latest annual survey of some 4,000 U.S. households finds 20 percent view the mutual fund industry very favorably, up from 19 percent a year...
February 01, 2008
Avoiding MismatchesThe director of the SEC's Division of Investment Management mentioned derivatives in particular at the ICI's Operations and Technology Conference last October: ". . . one...
February 01, 2008
IllusionistOne of the banes of modern investment manage- ment is the existence of closet indexers--money managers who are ostensibly active managers but who in fact...
January 20, 2008
VA Points To Make When A Client Leaves A JobAmericans change jobs frequently, and that can mean multiple retirement plans--pension or profit-sharing plans, 401(k) or 403(b) plans, and personal individual retirement accounts.The question becomes, ...