Skip to main content
MENU
Subscribe
  • Subscribe
  • Account
  • LOGIN
  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Innovation Investing Conference
    • 2022 Defined Contribution East Conference
    • 2022 ESG Investing Conference
    • 2022 DC Investment Lineup Conference
    • 2022 Alternatives Investing Conference
Breadcrumb
  1. Home
  2. Print
July 13, 1998 01:00 AM

SPECIAL REPORT: D

  • Tweet
  • Share
  • Share
  • Email
  • More
    Reprints Print

    Delaware International Advisers Ltd.

    80 Cheapside, 3rd Floor, London EC2V 6EE England; phone: (44-171) 477-7000; fax: (44-171) 523-0300

    (U.S. $ millions)

    Total assets 9,582

    Total U.S. institutional tax-exempt 8,002

    Internal U.S. institutional tax-exempt 8,002

    Total international/global 8,002

    Internal international 5,463

    Active equity accounts 4,525

    Emerging markets equity 50

    Active bond accounts 888

    Internal global 2,539

    Active equity accounts 4

    Active bond accounts 2,534

    Nondomestic pension assets 7,954

    Delaware International Advisers Ltd. had $5.463 billion in international accounts and $2.539 billion in global accounts as of March 31.

    The firm's asset mix for international accounts was 83.7% equity and 16.3% bonds as of March 31.

    Equity assets were committed most heavily to the U.K., Japan, Australia, Germany and France.

    As of the same date, its global account asset mix was 0.2% equity and 99.8% bonds; equity assets were committed most heavily to the U.S., the U.K., Australia, Germany and France.

    The firm is a value-oriented defensive manager. It uses rigorous dividend discount analysis to identify value.

    Analysts or portfolio managers are stationed in London and Philadelphia.

    The firm, a subsidiary of Lincoln National Corp., has been registered with the SEC since 1990.

    David Tilles is chief investment officer; John C.E. Campbell is client contact.

    Dimensional Fund Advisors

    1299 Ocean Ave., 11th Floor, Santa Monica, CA 90401; phone: (310) 395-8005; fax: (310) 395-6140

    (U.S. $ millions)

    Total assets 28,420

    Total U.S. institutional tax-exempt 23,448

    Internal U.S. institutional tax-exempt 23,448

    Total international/global 3,238

    Internal international 2,863

    Active equity accounts 2,434

    Indexed equity accounts 50

    Emerging markets equity 379

    Internal global 375

    Active bond accounts 375

    Dimensional Fund Advisors Inc. had $2.863 billion in international accounts and $375 million in global accounts as of March 31.

    The firm's asset mix for international accounts was 98.4% equity and 1.6% cash as of March 31; equity assets were committed most heavily to Japan, the U.K., France, Germany and Switzerland.

    As of the same date, its global account asset mix was 98.1% bonds and 1.9% cash.

    The firm provides uses a trading strategy designed to reduce transaction costs in its small- and large-cap and value strategies.

    Analysts or portfolio managers are stationed in Santa Monica, Sydney and London.

    The firm has been registered with the SEC since 1981.

    Rex A. Sinquefield is chief investment officer; David Booth is client contact.

    Dresdner RCM Global Investors

    4 Embarcadero Center, Suite 2900, San Francisco, CA 94960; phone: (415) 954-5400; fax: (415) 263-5124

    (U.S. $ millions)

    Total assets 65,233

    Total U.S. institutional tax-exempt 26,309

    Internal U.S. institutional tax-exempt 26,309

    Total international/global 2,000

    Internal international 1,237

    Active equity accounts 1,136

    Active bond accounts 101

    Internal global 763

    Active equity accounts 17

    Balanced 372

    Active bond accounts 374

    Nondomestic pension assets 5,212

    Dresdner RCM Global Investors had $1.237 billion in international accounts and $763 million in global accounts as of March 31.

    The firm's asset mix for international accounts was 88% equity, 7% bonds and 5% cash as of March 31; equity assets were committed most heavily to the U.K., France, Japan, Germany and the Netherlands.

    As of the same date, its global account asset mix was 36% equity, 62% bonds and 2% cash; equity assets were committed most heavily to the U.S., Germany, the U.K., Japan and France.

    The firm's international and global equity approach combines bottom-up, growth stock investing with a top-down global policy overview.

    The firm manages $530 million in U.S. markets for non-U.S.-based institutional clients.

    Analysts or portfolio managers are stationed in San Francisco, London, Paris, Frankfurt, Hong Kong, Tokyo, Taipei, Singapore, Sydney, Mexico City, Sao Paulo and New York.

    The firm, a subsidiary of Dresdner Bank AG, has been registered with the SEC since 1972.

    William L. Price is chief investment officer; Allan Martin is client contact.

    Recommended for You
    Read the print edition of P&I
    Read the print edition of P&I
    How low is low? Projections say it's not low enough
    How low is low? Projections say it's not low enough
    FINRA honors Wharton's Olivia Mitchell with Ketchum Prize
    FINRA honors Wharton's Olivia Mitchell with Ketchum Prize
    OCIO, Anchor in Rough Seas
    Sponsored Content: OCIO, Anchor in Rough Seas

    Reader Poll

    May 23, 2022
    SEE MORE POLLS >
    Sponsored
    White Papers
    Crossroads: Politics, Inflation, & Bonds
    Credit Indices: Closing the Fixed Income Evolutionary Gap
    Forever in Style: Benchmarking with the Morningstar® Broad Style Indexes℠
    Q2 2022 Credit Outlook: Carry On
    Leverage does not equal risk
    Is there a mid-cap gap in your DC plan?
    View More
    Sponsored Content
    Partner Content
    The Industrialization of ESG Investment
    For institutional investors, ETFs can make meeting liquidity needs easier
    Gold: the most effective commodity investment
    2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios
    Ten ways retirement plan professionals add value to plan sponsors
    Gold: an efficient hedge
    View More
    E-MAIL NEWSLETTERS

    Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.

    Subscribe Today
    May 23, 2022 page one

    Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors.

    Subscribe
    Connect With Us
    • RSS
    • Twitter
    • Facebook
    • LinkedIn

    Our Mission

    To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market.

    About Us

    Main Office
    685 Third Avenue
    Tenth Floor
    New York, NY 10017-4036

    Chicago Office
    130 E. Randolph St.
    Suite 3200
    Chicago, IL 60601

    Contact Us

    Careers at Crain

    About Pensions & Investments

     

    Advertising
    • Media Kit
    • P&I Content Solutions
    • P&I Careers | Post a Job
    • Reprints & Permissions
    Resources
    • Subscribe
    • Newsletters
    • FAQ
    • P&I Research Center
    • Site map
    • Staff Directory
    Legal
    • Privacy Policy
    • Terms and Conditions
    • Privacy Request
    Pensions & Investments
    Copyright © 1996-2022. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Consultants
      • Coronavirus
      • Courts
      • Defined Contribution
      • ESG
      • ETFs
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Innovation Investing Conference
      • 2022 Defined Contribution East Conference
      • 2022 ESG Investing Conference
      • 2022 DC Investment Lineup Conference
      • 2022 Alternatives Investing Conference