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Articles in June, 2001 issue of Pensions & Investments
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ROOM FOR IMPROVEMENT: April mutual fund sales beat March.(Brief Article)(Statistical Data Included)
by Williamson, Christine - SPOTLIGHT: BayCare Health Systems; SEPARATE PLANS TO MERGE INTO THREE.(Brief Article)(Statistical Data Included)
- Hirings.(financial management companies selected for various funds and companies)
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PUTTING ON THE BRAKES: Ericsson halts global benefits coordination; Company tells consultant Towers Perrin to shelve plans because finances are tight.(Brief Article)
by Payne, Beatrix -
BACKLOADING: It's a no-win situation for cash balance; IRS slams sponsors who let employees choose the best deal.
by Anand, Vineeta - American Express Retirement Services.(Brief Article)
- Schroder Investment Management Ltd.(Brief Article)
- Hirings.(pension fund contracts)(Statistical Data Included)(Brief Article)
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GROWTH STUDY: Heavy turnover, cash flow help `hot hands' managers keep edge.(Brief Article)
by Kovaleski, Dave -
ON ITS WAY: New owners at Cooke & Bieler; $1.9 billion manager becomes fourth former affiliateof UAM to buy itself back from parent Old Mutual.(Brief Article)
by Kovaleski, Dave -
SCRATCHING THEIR HEADS: Federal tax law gives consultants plenty to work with.
by Anand, Vineeta - BOOM: States' interest in adding DC plans on the rise.(defined contribution and deferred compensation plans)
- Alliance Capital Management LP.(Web site awards)(Brief Article)
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Risks of an economic downturn to 401(k) assets.
by Lacy, Olena Berg -
BEATING THE INDEX: Value managers enjoy rebound; Returns were up at the end of the first quarter, and so were assets under management and search participation.
by Feinberg, Phyllis -
CHANGING TIMES: Massive shift of assets begins at Japan's government fund; As zaito loans expire, money could go to outside firms.(Brief Article)
by Feinberg, Phyllis -
Distorted no more: S&P 500 back in balance, Perry says.(Brief Article)(Statistical Data Included)
by Burr, Barry B. - BIGGER MARKET: Insurance firms losing business to money managers; Growing Internet use, trend toward fewer options help drive shift in assets.(Brief Article)(Statistical Data Included)
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OPPORTUNITY LOST?: Real estate study questions distributions, returns.
by Fulman, Ricki -
P&I/DELOITTE & TOUCHE: Investment advice, automatic enrollment gain ground; 401(k) survey: But pace of adoption is slower than expected, and sponsors encounter unforeseen problems.(Statistical Data Included)
by Jacobius, Arleen -
RECOVERING PERFORMANCE: Troubled Zak teams up with Eagle; Gets asset management, marketing help following death of CIO.
by Burr, Barry B. -
WELL-POSITIONED: Verizon mulls managing outside assets.
by Fulman, Ricki -
INVESTOR BEWARE: Cambridge fraud case spotlights risks in monitoring hedge funds.
by Clair, Chris - Barclays Global Investors.(web site)(Brief Article)
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ONE OF A KIND: GRETA MARSHALL, 63; Innovative: Led CalPERS into international investments, later formed her own company.(Brief Article)
by Burr, Barry B. - YEAR-END VOLATILITY: Nasdaq trading for institutions tops $1 trillion for first time.(Brief Article)
- Tango of the bond deal.(Argentina pressures pension funds to buy sovereign debt)(Brief Article)
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15%, You say...: Global real estate seen as the double-digit answer.(Brief Article)
by Burr, Barry B. - Putnam Investments.(Web site awards)(Brief Article)
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RESEARCH IS KEY: ExxonMobil among GE Asset top picks; Choice stocks rev up performance of large-cap value portfolio.
by Fulman, Ricki - The judges.
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WORSHIPPERS PITCHING IN: Long-lived clergy leave plan strapped.(Church of England Funded Pension Scheme)(Brief Article)
by Payne, Beatrix -
NO BUBBLE: Stocks still best; Ibbotson, Chen say equity risk premium alive and well in 2001.
by Burr, Barry B. -
SAYONARA: Money purchase plans to lose out; Many terminations expected because of changes in tax law.(Brief Article)(Statistical Data Included)
by Anand, Vineeta -
RESTRUCTURING EYED: Gary Bland moving to Chicago along with Boeing, but 2 others will quit.
by Burr, Barry B. -
A greater challenge; Individuals pose new challenge for Nobel winner Sharpe.(interview with Financial Engines Inc.'s Chairman William F. Sharpe)(Interview)
by Chernoff, Joel -
Not Oprah's book club: Put down that thriller, you.(reading lists)(Brief Article)
by Williamson, Christine - Education, clarity distinguish best sites.
- INVESCO Inc.(Brief Article)
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SOUTH AFRICAN ISSUE: Black-run asset managers want pension business; `The stigma of apartheid has stayed,' say principals at black empowerment firms.(Brief Article)
by Payne, Beatrix - Fidelity Investments.(Web site awards)(Brief Article)
- SPOTLIGHT: State of Maryland; Trustees make host of changes.(Brief Article)(Statistical Data Included)
- What raid? What surplus?(civil service and military retirement systems surplus)(Brief Article)
- Changes Ahead.(various state retirement systems plan contracts for pension fund management)(Brief Article)
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PLAYING THE FIELD: After the final whistle ; Numerous money managers came to their jobs after their years in pro sports were done.
by Clair, Chris - New York Common hires Chicago Equity.(Brief Article)
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ESCHEWING THE OPTIMIZER: Brinson takes systematic approach to alternatives; The `state of the art' in asset allocation could use more rigorous analysis, less guesswork.
by Chernoff, Joel -
REORGANIZING REGIONAL TEAMS: Deutsche Asset makes global equity changes.(Brief Article)
by Williamson, Christine -
Importance of `Bogle's folly'.(Brief Article)
by Clowes, Michael J. - SPOTLIGHT: Los Angeles County; COUNTY MATCHING BOOSTS PARTICIPATION.(Great-West Life and Annuity Insurance Co)(Brief Article)
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PROBLEM FOR PENSION FUNDS: Hedge funds suffer without a benchmark; A widely accepted performance measure may still be years away.
by Clair, Chris - Corrections & Clarifications.(to articles in issue of June 11, 2001)(Brief Article)
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WESTERN IDEAS: Risk budgeting, indexing catch on in Japan; Currency overlay, alternatives also taking hold as regulation loosens.
by Feinberg, Phyllis - Zurich Scudder Investments.(Brief Article)
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SMALLER THAN A BREAD BOX: Mellon packages presentation on CD.(Mellon Trust)(Brief Article)
by Williams, Fred - Merrill Lynch.(Retirement Services web site)(Brief Article)
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`MAJOR GROWTH OPPORTUNITY': Fleet Asset goes after large institutional funds.(Brief Article)
by Kovaleski, Dave -
TEAMING UP: Pooled property funds may be solution for Swedish sponsors; Volvo's desire to invest in property may spur others.(Brief Article)
by Payne, Beatrix -
it only quacks like a duck: SEC passes on mutual fund lookalikes.(will not regulated baskets of securities as mutual funds)
by Anand, Vineeta -
NOVEL IDEA: New Ohio teachers' 401(a) plan promises a 7.75% rate of return; Defined benefit plan would fund any asset shortfall.
by Kennedy, Mike - Analysts' objectivity.(Brief Article)(Column)
- MFS Investment Management.(Brief Article)
- Changes Ahead.
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AND THE WINNERS ARE... Fidelity on top; P&I's Best of the Web: Behemoth's DC participant site keeps it on top overall, but INVESCO takes DB trophy.(pension web site awards)
by Williams, Fred - World Briefs.
- At Deadline.(Merrill Lynch Investment Managers execs leave to form new company)
- SPOTLIGHT: Archdiocese of Seattle; MOVE TO DAILY VALUATION.(Catholic Archdiocese of Seattle, Zurich Scudder Investments Inc.)(Brief Article)
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SMALL PORTION: Mexico moves toward equity investing for pension funds.(Brief Article)
by Ciampi, Thomas V. - T. Rowe Price Associates Inc.(Web site awards)(Brief Article)
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PORTFOLIO INSURANCE FIGHT: Praise for book turns to criticism; Author says an FAJ reviewer's statement violates the AIMR's ethics standards and the SEC's disclosure rules.
by Burr, Barry B. -
Battlefields of investing firms.(company names)(Brief Article)
by Clowes, Michael J. -
Un-retired: Barksdale focuses on hedge funds.(Ed Barksdale)(Brief Article)
by Clowes, Mike -
RUSSELL thwarted in falcon bid: Live chicks on film.
by Williamson, Christine -
FIDUCIARY CONCERN: New York Life lawsuit alleges adviser conflict; Employees say transfer of $125 million from MainStay delayed 3 years by fund president.
by Jacobius, Arleen -
ADDING UP THE ASSETS: Barclays still Europe's giant; others grow; Mercer report also shows increased presence of U.S.-based firms.(Barclays Global Investors Ltd.; money managers)(Brief Article)
by Payne, Beatrix -
TURBOCHARGED PORTFOLIO: Weyerhaeuser uses derivatives to justify assumed return of 11.5%.(Statistical Data Included)
by Anand, Vineeta -
401(K) PLANS: Execs say fees are fair, yet don't know how much they pay; Less than half know fund expense ratios.
by Jacobius, Arleen -
WOOING INSTITUTIONAL INVESTORS: CDC's multicurrency strategy exploits rate differences.(CDC Investment Management Corp)
by Clair, Chris - FUND OF FUNDS: SSgA, DuPont join in private equity venture.(State Street Global Advisors, DuPont Capital Management joint venture)(Brief Article)
- At Deadline.(multiple briefs)(Brief Article)
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