Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Alpha From Undervalued and Overvalued Securities
By Staff WriterUBS 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 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. ...
October 01, 2006
Remember To Pay The MortgageMortgage-backed securi-ties, a somewhat overlooked, though very large, section of the fixed-income universe, are becoming more attractive to investors in light of a softening housing...
October 01, 2006
DFA Enjoying ExpansionIn the first six months of 2006, Dimensional Fund Advisors had nearly $6.4 billion in net inflows, up from close to $5.6 billion in the...
October 01, 2006
News & ProductsHow sweet it is: KeyCorp is selling its McDonald Investments branch network to UBS, and the approximately 340 reps in those 51 branches are being...
October 01, 2006
UMAs & CIFs: New 401(k) SolutionsJohn Newman's group at Denver-based Fiserv ISS is poised to take advantage of the new trend toward outside management of asset allocation in retirement plans--and...
September 25, 2006
DWS's New Five-Fund ProductWith one product, investors can potentially benefit from a combination of DWS funds and institutional, global asset allocation oversight to help deliver performance in up and down markets," said Head of DWS Scudder, Axel Schwarzer, in a statement about the company's new product.
September 14, 2006
Survey: Most Customers Like Their PBMsDespite rapid increases in prescription drug spending, many health plans seem to be happy with their pharmacy benefit managers.The International Foundation of Employee Benefit Plans, ...