Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Traditional Indexing Delivers Below-Average, Not Average, Returns
By Gil WeinreichA Research Affiliates study questions a cherished tenet of index investing namely, that it produces market-based returns.
February 24, 2014
The Hidden Danger in Asset Class InvestingFocusing on the big picture led investors astray during the financial crisis.
February 21, 2014
Risks from asset managers to get more SEC scrutinyThe SEC is considering an increase in its oversight of the risk posed by large asset managers such as Blackrock.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 19, 2014
Top 1% of plans hold more than 71% of all 401(k) assetsAny shifts in investments for a small number of plans could have an impact on every aspect of the market.
February 14, 2014
How to Invest in Mortgages for Total Returns (Not Speculation)Buying whole mortgages is a complicated investment strategy that some asset managers are trying to make simpler.
February 13, 2014
Global AUM to Top $100 Trillion by 2020Global assets under management are expected to be about $102 trillion by 2020, with about half of those assets held in North America, according to PwC.