Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
By Daniel Satchkov, CFALetting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, its a terrible idea for your clients.
September 02, 2015
Most Downloaded SSRN Paper Ever Says You Should Be in CashMeb Faber's market timing paper from 2006 says portfolios should have ended last month in all cash and bonds as it said for 2008.
August 31, 2015
Why and When Active Managers Shine (and How to Spot a Good One)Certain behaviors point to skilled active managers who can potentially outperform through market cycles.
August 28, 2015
High Risk, High Returns? Not QuiteThere's just one problem with the theory that risk and return are correlated: It doesn't seem to fit the data.
August 19, 2015
AIG raises $500 million selling AerCap stock to exit stakeAIG had been seeking to exit plane leasing since 2008, the year it took a U.S. bailout.
August 17, 2015
Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: CerulliAging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
August 13, 2015
DOL Fiduciary Proposal Must Be Broader: Bobby MonksBroken U.S. financial system filled with intermediaries whose fees leave investors poorer.
August 06, 2015
Huge Turnover of 401(k) Plans Possible in 2016Providers of 401(k) plans will need to be prepared to defend their work many plan sponsors are doing formal reviews next year, Cogent reports.