Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
There's a Bear in This Election: The Affluent Investor
By Staff WriterCHICAGO (HedgeWorld.com)--The Spectrem Group reported that its Spectrem Affluent Investor Index dropped in August to its lowest level since February on concerns about the U.S. presidential election and higher fuel prices. The index measures the bullish or bearish sentiments of U.S. households with US$500,000 or more in investment assets. This...
July 28, 2004
Asset And Product AllocationFor Seniors, TooByAdvisors often use asset allocation and product allocation strategies when setting up financial plans for working adults. But seniors and retirees need to do those ...
July 07, 2004
FRC: VA Sellers Might Emphasize Investment HelpNU Online News Service, July 7, 2004, 3:45 p.m. EDTMany variable annuity issuers could end up emphasizing their investment assistance strategies.[@@]Researchers at Financial Research ...
July 01, 2004
TOOLS OF THE TRADE- Rebalancing ActThe issue of rebalancing clients' portfolios is faced by all investment advisors. Most of you would agree that rebalancing can have a tremendous impact on...
July 01, 2004
Custom JobWhen they first appeared, separate accounts were limited to institutions, endowments, foundations, and a handful of individual investors with multiple millions of dollars. For the...
July 01, 2004
THE GLUCK REPORT- Optimizing OptimizersIndependent advisors who think they are doing a good job for their clients ought to know about Mark Kritzman's rigorous approach to asset allocation. Kritzman's...
June 30, 2004
VAGLB Followup, xxx linesSteady Describes The Top 10 Separate Account Assets Resume GrowthBy Jim ConnollySteady is the word that best describes the top 10 companies with the most ...
June 17, 2004
American Express Small-Cap Fund Adds ManagersJune 14, 2004 -- Two portfolio managers will be added to the AXP Small Cap Advantage Fund/A (ASAAX) next month. American Express stock pickers Dimitris Bertsimas...