Top-performing fixed income managers: Long-term strategies shine
By Timothy Inklebarger November 16, 2009Long-term bond strategies led the pack for the year ended Sept. 30, although high-yield and multisector strategies began to move back onto the list of top performers in Morningstar Inc.'s separate accounts/collective investment trust database.
Top-performing equity managers: Mid- small-cap strategies reign
By Randy Diamond November 16, 2009Further indications of an economic recovery and a prevalence of successful midcap and small-cap equity strategies surfaced in the third quarter in Morningstar Inc.'s separate account/collective investment trust database.
Large master trusts beat smaller peers in Q3, Wilshire finds
By Elizabeth Karier November 9, 2009Size does matter — at least in the short term. Large master trusts returned a median 11.88% in the quarter ended Sept. 30, topping their smaller peers, which returned a median 9.99% for the period, according to the Trust Universe Comparison Service of Wilshire Associates.
New twist: INTECH outflows pulling down parent Janus
By Douglas Appell November 2, 2009Analysts' enthusiasm for Janus Capital Group is waning because of subsidiary INTECH's third-quarter outflows, a reversal of fortunes from when the quant sub's breakneck growth helped prop up its struggling parent earlier in the decade.
Illinois Teachers grades high on Q3 returns
By Christine Williamson October 30, 2009Illinois Teachers’ Retirement System, Springfield, returned 9.5% for the three months ended Sept. 30, based on preliminary calculations, giving the $31.3 billion system its second consecutive...
EBSA to look at QDIA rules
By Doug Halonen October 28, 2009The Department of Labor's Employee Benefits Security Administration is reviewing whether there should be more disclosure of target-date funds used by defined contribution plans as QDIAs, Phyllis...
Hedge funds post best quarter return since 2005
By Joel Chernoff October 20, 2009Hedge funds in the third quarter recorded their best three-month average return since the third quarter of 2005, recording a 7.25% gain, according to the Credit Suisse/Tremont Hedge Fund Index....
Hedge funds see first quarterly net inflows in a year
By Christine Williamson October 19, 2009Hedge fund flows finally inched back into positive territory in the third quarter, with $1.1 billion of net new assets received, after four consecutive quarters of net withdrawals, according to data...
3.5% gain in assets for Goldman Sachs in quarter
By Timothy Inklebarger October 15, 2009Goldman Sachs reported $848 billion in assets under management as of Sept. 25, the end of its third quarter, up 3.5% from three months earlier.In its quarterly earnings statement today, the...
Hedge fund indexes stay positive but below equity peers
By Christine Williamson October 13, 2009Hedge funds produced positive returns for the seventh consecutive month in September, although none of the major hedge fund indexes outperformed the S&P 500’s 3.73% return or the MSCI...
Duke endowment takes big hit
By Doug Halonen October 7, 2009Duke University endowment, Durham, N.C., saw its assets decline 24.3% for the year ended June 30, to $4.4 billion, Michael Schoenfeld, university spokesman, said in an interview.“It was a...
Olympic winner has gold-medal market performance
By Aaron Cunningham October 2, 2009It might have been a better proposal that won Rio de Janeiro the 2016 Olympic Games. Or maybe it was the host country's stock market.Market performance year-to-date Oct. 2 of major indexes in the ...
Russell offers target-date fund family comparisons
By Timothy Inklebarger September 24, 2009Defined contribution plan executives and other investors will be able to compare target-date fund families by performance through the Russell Target Date Metric, a new service launched by Russell...
PennSERS investments up 5.6% in Q2
By Rob Kozlowski September 16, 2009Pennsylvania State Employees’ Retirement System, Harrisburg, returned 5.6% — or $1.1 billion — on its investments in the second quarter, raising the total fund value to $22.6...
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