Pensions & Investments

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Articles in August, 2000 issue of Pensions & Investments

• FEES AT FOREFRONT: Mutual funds regain momentum; Assets overall are up 27% to $2.28 trillion.(Brief Article)(Statistical Data Included)
  by Jacobius, Arleen
• At Deadline.(Brief Article)
• HIGH HOPES: Cut assumptions, companies told; Counting on pension fund returns to boost the firm's bottom line is risky, experts say.
  by Anand, Vineeta
• Confusion of 401(k) terms.(Brief Article)
  by Armstrong, Ward
• No panacea.
• MUTUAL FUNDS: Domini opens new Social Bond Fund.
• Changes Ahead.
• Pay dividends? How despotic.(Brief Article)(Statistical Data Included)
  by Burr, Barry B.
• GERMAN IDEA: Institutions seek reform; Banks, managers, want individual accounts.
• Growth, value distinctions go international; Narrower mandates can either help or hurt pension plans.(Brief Article)
  by Rathjens, Peter L.
• World Briefs.(Brief Article)(Statistical Data Included)
• BAILOUT FUND: Deutsche urges U.K. safety net.(Brief Article)
• BRANCHING OUT: Managers feed hedge fund frenzy.
  by Fulman, Ricki
• cash balance crusader: Roth working on pension bill proposals.
  by Anand, Vineeta
• FAMILY TIES: Manager learned from her father the sponsor.(Brief Article)
• SOMETHING NEW: Eager leaves consulting firm for money manager Driehaus.(Brief Article)
  by Williamson, Christine
• ACADEMICS ARGUE: Managers constrained by narrow mandates.(Brief Article)
  by Chernoff, Joel
• BIG SHIFT: San Mateo fund moves $500 million to passive.(Brief Article)
  by Chernoff, Joel
• bingo! CSFB corners U.K. gaming parlor market.(Credit Suisse First Boston Private Equity)(Brief Article)(Statistical Data Included)
  by Fulman, Ricki
• ONLINE CONNECTION: Say goodbye to stacks of paper; Brinson's eRoom is powerful, companywide intranet technology.
  by Barreto, Susan
• STOCK STORY: Small-caps dominate as large-caps struggle; Technology, but not dot-coms, boosted quarter's best performers.
  by Barreto, Susan
• BEST BETS: UAM to form core group; 10 affiliates chosen will have to re-equitize.
  by Payne, Beatrix
• Defined Contributions.(Statistical Data Included)
• Restricting temptation to misuse pension funds .(Brief Article)
  by Iezman, Stanley L.
• SKEPTICISM LINGERS: New Zealand mulls proposal for advance-funding of plans; State pension system could hit $39 billion.(Brief Article)
  by Dunstan, Barrie
• Hirings.(Brief Article)
• 401(K) SURVEY: Fewer express confidence; 60% of participants believe their DC plan assets will be sufficient.(defined contribution plan)
  by Jacobius, Arleen
• Hogwash: Swine smell of success.
  by Chernoff, Joel
• MORE INFORMATION: Larger firms opposing SEC's disclosure ruling; Smaller managers say change levels the field.
  by Barreto, Susan
• NOT TOO SHABBY: Top pension funds return 48% for year.(Brief Article)(Statistical Data Included)
  by Barreto, Susan
• POST-MERGER: Opinions differ on Deutsche's progress.(Brief Article)(Statistical Data Included)
  by Feinberg, Phyllis
• NO CLEAR GOALS: Not all M&As produce a happy ending ; Many mergers result in disappointment.(Brief Article)(Statistical Data Included)
  by Williamson, Christine
• CASH BALANCE MEASURE: Senators perceive age discrimination.(Brief Article)
  by Anand, Vineeta
• suds at issue: Pensioners receive the liquid assets promised to them.(Brief Article)
  by Burr, Barry B.
• Violation of conduct or law?(improper trading at Transamerica of Canada)(Brief Article)(Statistical Data Included)
• LOCAL FOCUS: Venture cap influx puts pressure on Nevada.
  by Fulman, Ricki
• Venture capital caveats.
  by Siedle, Ted
• 15 DEPARTURES: Eagle thriving after staff flight, exec maintains.(Eagle Asset Management)(Brief Article)
  by Clair, Chris
• INTERNATIONAL ACCOUNTS: Studies find overlays can aid funds.(Watson Wyatt Investment Consulting, Frank Russell Co. reports)(Brief Article)
  by Feinberg, Phyllis
• Hirings.
• N.Y. Teachers hires EAFE managers.(Brief Article)
• CASH BALANCE CONUNDRUM: Zelinsky's interpretation of discrimination laws attacked.(Brief Article)
  by Williams, Fred
• The two sides of Lieberman.(Sen. Joseph Lieberman changes views on privatization of Social Security after becoming vice presidential candidates)(Brief Article)
  by Burr, Barry B.
• Hirings.
• EXEMPTION GRANTED: Labor Department nod to S&P; Third-party vendor can provide investment advice.
  by Jacobius, Arleen
• Extending a proven idea for pre-funding.(Brief Article)
  by Becker, Franklin B.
• BRANDYWINE SURVEY: Plan sponsors say that they know technology, but employers don't.(Brief Article)(Statistical Data Included)
• Double standard.(Cash balance plans and Social Security compared)(Brief Article)
• 10% of pension market: Manager of managers gain place in S. Africa.(Brief Article)
  by Payne, Beatrix
• Changes Ahead.(Brief Article)
• NEW BENCHMARK: Cornwall County changes allocation.(Brief Article)(Statistical Data Included)
• INSTITUTIONAL MOVE: E*TRADE plans bundled offering for DC market.
  by Williams, Fred
• INTEREST UP: Short-term bonds top rankings for quarter.
  by Williams, Fred
• World Briefs: Morley hires Henderson team.
• Defined Contribution.(Statistical Data Included)(Brief Article)
• SIGNIFICANT TREND: Boards need Internet savvy, survey says.(Brief Article)(Statistical Data Included)
  by Burr, Barry B.
• RESURGENCE: Trading style back in vogue after 13 years; Institutions increasingly use program trades.(Brief Article)
  by Williams, Fred
• PIPER Report.(Brief Article)
• NEW CATEGORY: DC Awards seek best, brightest.(Brief Article)
  by Jacobius, Arleen
• At Deadline.
• STOCK AT STAKE: Eagan sues BlackRock over breach of contract.
  by Williamson, Christine
• AT THE TOP: Finance industry well-compensated for work last year.(Brief Article)(Statistical Data Included)
  by Williamson, Christine
• BEYOND SHARE PRICE: Study finds reasons for buybacks.(Brief Article)
• NEW SUBSIDIARY: NT Global taps Julius Baer team; Active equity group debuts in London.(Brief Article)
  by Williamson, Christine
• CHANGING TIMES: Few tech, aggressive growth funds excel in rough quarter; While Internet stocks tanked, opticals rose.(Brief Article)
  by Kovaleski, Dave
• PRESIDENTIAL RACE: Who is friendlier to pension funds?; Good guys, bad guys have yet to materialize.
  by Anand, Vineeta
• FOLLOW THE RULES: Participants win big in Georgia-Pacific cash balance case.
  by Anand, Vineeta
• Institutional trading on Nasdaq on the rise.
  by Williams, Fred
• NO CLEAR GOALS: Not all M&As produce a happy ending ; Many mergers result in disappointment.
  by Williamson, Christine
• LOCAL EFFORT: DOL asks employers to reimburse pension plans for some expenses.(Statistical Data Included)
  by Anand, Vineeta
• Sustainable growth: African Harvest's social responsibility.(Brief Article)(Statistical Data Included)
  by Payne, Beatrix
• TALE OF 2 FIRMS: `It's the end of an era'; Anhalt/O'Connell resigns bond accounts as Lockheed takes back assets; Brundage Story & Rose sells units.(Brief Article)
  by Fulman, Ricki
• MODERNIZATION: National Telephone adds DC plan options, offers daily valuation.(Brief Article)
  by Jacobius, Arleen
• NEXT GENERATION: Sponsors reworking websites; Plans save money, while participants get easier access to information.
  by Barreto, Susan
• MASSPRIM LOOKING TOO: Washington's Ailman, New Mexico's Archibeck lead the CalSTRS pack.(Massachusetts Pension Reserves Investment Management Board, California State Teachers' Retirement System)(Brief Article)(Statistical Data Included)
  by Chernoff, Joel
• CATALYST CALL: MSCI is hoping index family will inspire investors; Hedge fund offering targets plan sponsors.
  by Payne, Beatrix
• `BABY STEPS': France, Germany inch toward reform of pension systems; Burden may shift to employers, employees.
  by Payne, Beatrix
• DEFAULT DILEMMA: 401(k) saving isn't automatic; Easy enrollment doesn't guarantee active employee involvement.(Statistical Data Included)
  by Jacobius, Arleen