Pensions & Investments

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Articles in June, 2001 issue of Pensions & Investments

• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• RESEARCH IS KEY: ExxonMobil among GE Asset top picks; Choice stocks rev up performance of large-cap value portfolio.
  by Fulman, Ricki
• The judges.
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• 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)
• `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.
• 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)
• 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)
• 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)