Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Managed Accounts With a Biblical Slant
By Bob KeaneThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...
July 01, 2007
Asset Allocation, July 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
July 01, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitOn May 24, TD Ameritrade said it had signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages...
June 13, 2007
Oppenheimer's Wilby to RetireBill Wilby, who gained wide renown for his long tenure as portfolio manager for the Oppenheimer Global Fund (OPPAX), will retire from OppenheimerFunds Inc. on June 30 after 16 years at the firm.
June 01, 2007
Asset Allocation, June 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
June 01, 2007
Valuable Franchise, Reasonably PricedLarge-cap value managers typically invest in companies which are industry leaders with solid business models, sustainable cash flow, conservative balance sheets, pay regular dividends, and...
June 01, 2007
Are SMAs Growing, or Not?There are conflicting signals within the industry about the health of the separately managed accounts business. Bob Cunha, principal at Market Metrics in Quincy, Massachusetts,...
May 13, 2007
Banks' BOLI Assets Reach $104 Billion in 2006Banks and bank holding companies reported bank-owned life insurance assets of $103.9 billion in 2006, up almost 49% from $69.9 billion a year earlier, a ...