Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Asset Allocation, December 2006
By Staff WriterTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here
December 01, 2006
The Moskowitz Prizewinner: Professor Brad BarberThe 2006 Moskowitz Prize for Socially Responsible Investing has been awarded to Brad Barber, professor of finance at the University of California, Davis, for his...
November 01, 2006
Asset AllocationTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here Behind the Numbers, with Lincoln...
November 01, 2006
How To Qualify a Prospect"Qualification" is the process of determining whether a person, family unit, or business unit is someone with whom you would like to do business. Quite obviously,...
November 01, 2006
A.G. Edwards Rolls Out Referral BonusesFinancial consultants working for A.G. Edwards are now eligible for bonuses worth up to $50,000 for referring a successful recruit to the St. Louis, Mo.-based...
October 26, 2006
Alpha From Undervalued and Overvalued SecuritiesUBS has launched a new fund that will leverage the equity research that UBS Global Asset Management already does, and endeavor to capture alpha from both under-valued and over-valued U.S. equity securities. It is a 130/30 long-short equity strategy in which the portfolio's managers will sell-short overvalued securities worth 30%...
October 26, 2006
McKinsey: Leading Fund Managers Outrun LaggardsThe gap between the top U.S. asset managers and the bottom performers is widening.Consultants at McKinsey & Company, New York, have published that conclusion in ...
October 24, 2006
Schwab Studies Why Advisors GrowFor affluent investors, trust is the key factor in picking a financial advisor, Charles D. Goldman, an executive vice president of Charles Schwab & Co. ...