The worlds savviest asset managers discuss investing strategies and their views of economic trends.
Jan 31, 2012
By John Byrne
If you don’t know Mark Matson, CEO of Matson Money, a Cincinnati-based investment advisory firm with some $3 billion in AUM, it’s not his fault....
Jan 1, 2012
By Stan Luxenberg
Retail investors are not so stupid: They gravitate to low-cost funds with strong track records....
Nov 16, 2011
By Diana Britton
Over the last year or so, advisors have been struggling to get their clients out of cash, but how much cash are your clients really holding? Investors say they’re holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors. Generation Y investors lead the pack, allocating 33 percent to cash, up from 30 percent in February. ...
Nov 1, 2011
By Diana Britton
Aug 29, 2011
By Stan Luxenberg
During the market turmoil of recent years, most municipal funds have delivered solid returns by following plain-vanilla strategies. Typical portfolio managers have bought a cross section of investment-grade bonds. Not surprisingly, fund returns tended to be bunched in a close pack. But not all managers are content to stay in the middle of the field. A few stars have topped the averages by following unusual strategies. ...
Aug 26, 2011
By Stan Luxenberg
Since markets hit bottom in the spring of 2009, hedge funds have been reviving. But the structure of the industry has changed dramatically. While hedge funds once catered primarily to wealthy individuals, now the main clients are pensions and institutions. That shift is forcing hedge funds to change the way they operate....
Aug 4, 2011
Expect these people to change your world in the next 12 months....
Jul 11, 2011
By Diana Britton
Given its size and growth, the registered investment advisor channel is a critical market for asset management firms who want to grow, according to a report released Monday by Boston Consulting Group. But the fragmentation of the RIA market also poses a challenge for asset managers, said Gary Shub, partner of BCG’s financial institutions practice and a co-author of the report titled “Building on Success: Global Asset Management 2011.” ...
Apr 1, 2011
By Jerry Gleeson
Even the best performers can hit a slump, and top mutual fund managers are no exception....
Mar 29, 2011
By Diana Britton
Mutual funds with good stewardship—fund companies that regard their investors more like partners than “other people’s money”—are more likely to deliver good risk-adjusted returns and have higher survivorship rates, according to Morningstar’s 2011 Mutual Fund Stewardship Grade Research Paper, released Monday. ...
Feb 15, 2011
By Stan Luxenberg
Claims that fundamental indexes would outperform have so far been true. But is there enough data to build client portfolios around fundamental indexes?...
Jan 17, 2011
By Diana Britton
The truth is, asset managers haven’t gotten very involved in the debate surrounding the Dodd-Frank financial reform legislation, mostly because they say there are few issues that apply to them. According to Barbara Novick, founder of BlackRock and a member of the firm’s Government Relations Steering Committee, the financial services industry has mostly been represented by bankers and broker/dealers. ...
Nov 29, 2010
By Stan Luxenberg
Many investors have given up on active funds because they figure that it’s too hard to pick winners. Before you throw in the towel, consider some new research that can help to predict future stars. ...
Nov 16, 2010
By Diana Britton
With the absence of a V-shaped recovery, we can expect to experience the ramifications of the financial crisis for a long time, with a great likelihood that we’ll see paradigm shifts in the years ahead, said Erik Weisman, investment officer at MFS Investment Management....
Nov 1, 2010
By Jerry Gleeson
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