Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Japan Keeps Rates Near Zero, Details Asset-Purchase Plan
By Marlene Y. SatterThe Bank of Japan held off on further action on monetary easing on Thursday, instead keeping interest rates close to zero and announcing the details of its previously announced plan to buy up assets.
October 24, 2010
Seven More Banks Closed by RegulatorsFriday saw the closure of seven more banks in six states, for a total of twelve so far in October.
October 10, 2010
What’s Your Minimum AUM to Accept a Client?One of the key questions an indie advisor must address is that of a minimum AUM level.
October 07, 2010
Top Funds That Really Stay the CourseHigh turnover, style drift, risky bets; we know the behavior that can doom a fund's performance. These are the top managers who avoid it.
October 01, 2010
Managed Futures and Asset Allocation: Asset Class or Investment Strategy?As alternative investments go mainstream, I believe it's time to acknowledge that the broad universe of alternatives is another asset class, alongside stocks, bonds, cash, real estate and commodities.
September 29, 2010
Vanguard Overtakes Fidelity as Top Manager by AssetsVanguard had $1.3 trillion in assets under management as of July 31, compared with Fidelity's $1.24 trillion.
September 27, 2010
The Insightful Approach to Asset AllocationThis column will explore asset allocation on an ongoing basis from a simple yet relatively untried premise: Asset allocation is indeed the most critical determinant of an investment program's success.
September 14, 2010
Roger Gibson Speaks About Asset Allocation NowThe man who wrote the book on asset allocation, Roger Gibson, founder and CIO of Gibson Capital, LLC, walked listeners through his current view on "Asset Allocation and the Role of Commodities," on U.S. Global Investors' webcast on September 9, with Frank Holmes, CEO and CIO of U.S. Global Investors.