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 Short List Revealed for the 10th Annual SMA Managers of the Year
By James J. GreenAdvisors are good at many things, but theyre not good at all things.
April 24, 2014
Richest Colleges: What Makes an Endowment Outperform?Commonfund researchers analyzed eight years of college endowment data to tease out the characteristics related to better performance over time.
April 24, 2014
DC Plan Savers Kept on Saving in 2013; Loans and Withdrawals Stable: ICILess than 3% of defined contribution plan participants stopped contributing to their workplace plans in 2013, according to the Investment Company Institute.
April 21, 2014
Exchange plan grading rules get an incompleteColorado calls for simpler, more meaningul measures.
April 18, 2014
ETFs and the Rise of the Tactical Allocator: 5 QuestionsThe leading tactical asset allocators offer the potential for some good benefits, but make sure you ask these critical questions before investing clients money.
April 17, 2014
Listen Up, Advisors: Only Fire Clients When It Makes SenseYou may have learned about how to fire a client, but not about the most important factors in this decision: hiring and timing.
April 16, 2014
Big Corporate Pensions Take $5B Hit in MarchThe funded status of the 100 biggest corporate DB plans fell by $5 billion in March, as measured by the Milliman 100 Pension Funding Index.
April 15, 2014
10 Richest Foundations Are Still Recovering From RecessionThe 10 wealthiest U.S. foundations are now worth $110 billion, but are still $20 billion below their value in 2007. Only one increased its giving.