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 And Product AllocationFor Seniors, Too
By Linda KocoByAdvisors 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 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...
June 17, 2004
Jason Holzer and Barrett Sides of AIM Global Aggressive Growth FundQuick Take: The AIM Global Aggressive Growth Fund/A (AGAAX) focuses on rapidly growing companies. Its emphasis on small-to-mid-sized ones, and its willingness to invest in...
June 15, 2004
World Millionaire Population Grows 7.5%NU Online News Service, June 15, 2004, 1:37 p.m. EDT -- The world's population of millionaires increased 7.5% between the end of 2002 and ...
June 10, 2004
Proper Planning For The Basis Of Assets Can Mean Significant Tax SavingsProper Planning For The Basis Of Assets Can Mean Significant Tax SavingsThe basis of assets is often an overlooked part of the planning process. This ...