Table of Contents
Issue Date: Monday, October 15, 2012
Just as investors needed to diversify their equity portfolio overseas, they're now beginning to shed their home bias when it comes to small-cap equity strategies.
Money managers and others in financial services have shifted their support in the presidential election to Mitt Romney, after backing Barack Obama four years ago.
GM and Ford were the first to venture down the road of lump-sum payments, but the federal highway bill has turned that road into an expressway with at least 10 other companies following suit.
The next big thing in hedge fund investment won't be a hedge fund: it will be a replica.
The biggest winner in The Vanguard Group's move to reduce costs by switching to two lower-priced index providers for 22 of its exchange-traded funds could be its competitor, BlackRock Inc.
MetLife Inc.'s return to the institutional money management business through its experience in real estate, mortgages and private placement are areas that consultants and MetLife's Steven Goulart, executive vice president and chief investment officer, agree are seeing increased investor interest.
The rush into private equity in China is destabilizing the market and could result in lower returns, smaller inflows and fewer managers staying in business.
For alternative investment managers, it's full-steam ahead into maritime investments, for everything from shipping companies to port development.
Many defined contribution plan participants are investing without fully understanding investment option risks and asset allocation strategies, while not paying much attention to education tools offered by sponsors, new surveys show.
As British employers began automatically enrolling an estimated 10 million workers into defined contribution plans in early October, money managers with U.K. operations were seeing more question marks than dollar or pound signs.
Risk levels across the board have dropped for both the third quarter and year ended Sept. 30, according to data from Axioma Inc.
A U.S. Supreme Court decision on whether to accept for review two ERISA cases could lead to a rush of participant lawsuits over company stock investment options in 401(k) plans.
Top real estate money managers' total worldwide assets under management worldwide increased to 11.7% due to appreciation, acquisitions; institutional tax-exempt assets up 8.9%.
Pension fund executives were among leaders in the effort to reform the financial system and end the doctrine of too big to fail. Yet, some pension funds themselves have come to be seen by some as too big to fail, and have become the subjects of potential bailouts.
Blackstone's chairman and CEO Stephen A. Schwarzman isn't letting his celebrity interfere with his main mission — continuing at the helm of his alternative investment management firm.