Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Putnam Investments Opens Office in China
By John SullivanPutnam Investments announced on Wednesday that it has opened an office in Beijing, the latest step in building its presence in strategic markets within Asia.
May 24, 2012
AdvisorShares, Philippe Cousteau Launch Actively Managed Sustainable ETFPhillippe Cousteau, grandson of oceanographer Jacques Cousteau, hopes to use the multi-manager Global Echo ETF to 'do well by doing good.'
May 22, 2012
Fiduciary Duty: Best Practices for Fulfilling Suitability ObligationsIn 1963, the Supreme Court held in SEC v. Capital Gains Research Bureau Inc. that the '40 Act imposes a fiduciary duty on investment advisors. What are you doing to maintain suitability standards with your clients?
May 21, 2012
Julie Littlechild: The 2012 IA 25 Extended ProfileAt advisor conferences, where she is a popular speaker, and in conversations around the industry, Littlechild and her cogent research are mentioned constantly.
May 17, 2012
New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains ApprovalThis week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
May 11, 2012
London’s ‘Whale’ Loses $2 Billion for JPMorganCEO Jamie Dimon said that the office suffered an egregious failure and that losses from volatile synthetic credit securities could mount by another $1 billion in this quarter or the third.
May 10, 2012
Milliman 100 Companies Report $326.8 Billion Pension Funding Deficit at Close of 2011Declining discount rates in 2011, including an historic year-end low of 4.8%, drove the pensions of the Milliman 100 companies to a record year-end 2011 funding deficit of $326.8 billion, according to a new report.
May 10, 2012
Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2012Satisfaction with the major firms in 2012 is at pre-crisis levels of 2008, but it is down when measuring several critical factors, the satisfaction survey found.