Pensions & Investments

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Articles in April, 2002 issue of Pensions & Investments

• A balanced life; Reaves' pursuits: sailing, utilities.(Bill Reaves is president, chief investment officer, analyst and portfolio manager of W.H. Reaves & Co)(Brief Article)
  by Williamson, Christine
• Voila: it's a DC seminar; Practical magic.(Strong Capital Management Inc. created a defined contribution plan education session)(Brief Article)
  by Jacobius, Arleen
• Changes Ahead.
• Hirings.(multiple pension and benefit contracts)
• Three funds closed: Baring raises $190 million for private equity.(Brief Article)
  by Feinberg, Phyllis
• An example set for fiduciaries.(Brief Article)(Statistical Data Included)
  by Burr, Barry B.
• Billions at risk: Argentine pension funds moving into attack mode; Executives preparing to fight government order over conversion of loans.(Brief Article)(Statistical Data Included)
  by Ciampi, Thomas V.
• Clear focus.(Interview)
• Millions at stake; Global Crossing's plan surplus sparks suits.(Brief Article)
  by Clair, Chris
• MDL Capital Management: Fixed-income manager stays on a roll in 2002; Firm takes in more than $1 billion in 2001 and expects to grow to $6 billion by 2003.(Mark D. Lay)(Brief Article)
  by Williamson, Christine
• Joint trustees for DC plans - then what?; There must be standards of what a well-managed plan is.(defined contribution pension plans)(Brief Article)
  by Barry, Michael P.
• Price considered low; CRA pays $14 million to purchase consultant BARRA RogersCasey.(Brief Article)
  by Williamson, Christine
• Providers making changes: Defined contribution assets drop 3%, down for 2nd year; Picture will improve over the next 5 years, but rate of increase will be less than before.(Brief Article)
  by Jacobius, Arleen
• Changes Ahead.(Brief Article)(Statistical Data Included)
• Popular program; Colorado experiencing a run on service credits.(Brief Article)
  by Jacobius, Arleen
• AT A CROSSROADS: PANEL TO START REVIEW OF RULESFOR ACCOUNTING; IASB could adopt rule similar to that of U.K.(International Accounting Standards Board,)(Brief Article)
  by Payne, Beatrix
• Still a giant: Yale to pare private equity target to 20%; CIO cites unattractive returns, too-big partnerships and change in managers' attitudes.(David Swensen, chief investment officer)(Brief Article)
  by Fulman, Ricki
• CalPERS broadens list of financial market reform principles.(California Public Employees' Retirement System)(Brief Article)
• Lackluster year: Endowment assets take a page from the market book for 2001; Big equity allocations the cause of a losing situationand stymie attempts for funds to hit investment goals.(colleges and universities)(Brief Article)(Statistical Data Included)
  by Kennedy, Mike
• Double-whammy; Employer stock called costly to employees.(401k plans)(Brief Article)
  by Jacobius, Arleen
• Helping out: Consolidation spurs program on education.(Brief Article)(Statistical Data Included)
• Hirings.(Brief Article)
• S&P vs. Russell way of making small-cap index.(table)
  by Blitzer, David M.
• FIRST STEP: Hewitt goes ahead with plans for IPO; Many clients don't see any problems with firm's actions.(Hewitt Associates L.L.C., initial public offering)(Brief Article)
  by Kennedy, Mike
• Midpoint: Myners says U.K. managers must do more; Warns few firms seem to be doing enough to comply with best practice principles.(Former Gartmore Chairman Paul Myners)(Brief Article)
  by Payne, Beatrix
• Survey says: South Africa trustees not happy with foreign asset management.(pension plans)(Brief Article)
  by Payne, Beatrix
• Move over Wall Street.(Brief Article)
• NOT ENOUGH? ; SOFTENED PENSION BILL FACES HARD SELL IN SENATE.(Brief Article)
  by Anand, Vineeta
• DAY IN COURT: Ex-RogersCasey consultants await decision on non-compete dispute; Suit filed after Rocaton Investment Advisors formed.(Brief Article)(Statistical Data Included)
  by Williamson, Christine
• BABY STEP: CalPERS goes slowly into hedge funds; System also uses cash distributions to measure private equity.
  by Fulman, Ricki
• Chipping in: Pension fund subs close private equity offerings; General Motors, American Airlines plans are major participants in the new efforts.(Brief Article)(Statistical Data Included)
  by Fulman, Ricki
• A CHANGE IN TENOR: MAYBE, JUST MAYBE, BGI REALLY WILL BE FOR SALE THIS TIME; U.S. executives mull a buyout, but isn't a sure thing.
  by Williamson, Christine
• Integration issues; INVESCO Institutional works on its growth, value equation.(Brief Article)
  by Kovaleski, Dave
• Responsible investing: Nasdaq launches social index.(KLD Research & Analytics Inc., Nasdaq Stock Market Inc.; KLD-Nasdaq Social index)(Brief Article)
  by Burr, Barry B.
• People.(promotions and appointments)
• INVESTMENT LEGEND: Gordon Binns, 72; Retired GM pension fund leader who searched the world to find new ways to diversify assets dies after vacation cruise.(Brief Article)
  by Clair, Chris
• News Briefs.
• Resolute union plan seeks retirees ; NOT YOUR TYPICAL PROBLEM.(The Juan de la Cruz Farm Workers Pension Plan of the United Farm Workers)(Brief Article)
  by Kennedy, Mike
• Wrong suspects.(The fortunes of the New York City pension funds)(Brief Article)(Statistical Data Included)
• The next big thing: Biggers moves on in his quest for transparency.(Kelsey Biggers, K2 Advisors)(Brief Article)
  by Clair, Chris
• Eclipsing corporate plans; IRAs now nation's top source of private retirement assets.(Brief Article)(Statistical Data Included)
  by Anand, Vineeta
• Money Managers and DC Mutual Fund Surveys past due.
• Upstart adds clients; Building a better database, by and for investment consultants.(eVestment Alliance)
  by Williams, Fred
• 3M decision first of its kind: Court says overfunded plansafe from participant suit; Appellate ruling seems at odds with ERISA.
  by Anand, Vineeta
• Canada Pension Plan adds to alternative investment portfolio.(Brief Article)
• Favorable so far: Concentrated portfolios tested by Missouri Employees' fund; Pension plan executives wanted a new approach to active U.S. stock investing.(Statistical Data Included)
  by Burr, Barry B.
• No failures: Dutch employers study performance scores of industrywide plans; Companies now may switch funds if theirs fails the test.(Brief Article)
  by Payne, Beatrix
• Corrections & Clarifications.(Brief Article)
• Hard time? Industry players debate study on revision of EAFE; Say it will be `harder, but not impossible' for active managers to top index return.(Europe Australasia Far East index)(Brief Article)
  by Feinberg, Phyllis
• Making Changes.(Nassos Michas, chief executive officer, Weiss, Peck and Greer)(Interview)
• Clayton Jue joins NTGI as managing director.(Northern Trust Global Investments)(Brief Article)
• At Deadline.(various briefs)(Brief Article)
• Accounting trick: Companies under fire for incentive pay calculations; Pension computations boost bottom line, so executives reap greater 'performance' pay.(Statistical Data Included)
  by Anand, Vineeta
• Slimming down: Acquisition sparks big downsizing; Newly named Columbia Management Group cuts funds and staff, including some investment professionals, after Liberty Asset buy.(Brief Article)
  by Kovaleski, Dave
• Council of Institutional Investors' wish may backfire.(Brief Article)
  by Luskin, Donald L.
• Ahead of the pack: Participants may sell company stock during `blackout' period; ChevronTexaco gives employees right to move intomoney markets as DC plan switches record keepers.(Brief Article)
  by Kovaleski, Dave
• News Briefs; Democratic pension reform bill advances; committee rejects Republican version.(Brief Article)
• At Deadline.
• Controlling disclosure.(National Association of Securities Dealers)(Brief Article)
  by Burr, Barry B.
• Campaign kickoff: U.K. group warns against shorting DC plans; Trade panel wants employer contributions on par with DB plans.(Trades Union Congress, defined contribution)(Brief Article)
  by Payne, Beatrix
• Predictions doth not returns make; BEWARE THE PLATITUDE.(401k plans)(Brief Article)
  by Burr, Barry B.
• World Briefs.(Brief Article)(Statistical Data Included)
• Looking at accounting credibility ; A FEW SUGGESTIONS.(Brief Article)
  by Burr, Barry B.
• NOT HELPING: Funds' approach to alternative investing may be self-defeating; Study says poor accounting for correlation may dampen investors' risk-return hopes.(Brief Article)
  by Clair, Chris
• Capital consultants saga: Pension funds to be the big losers; Settlements reached in five suits, accord close in several others, but most can expect to lose more than half of the assets invested.(Brief Article)
  by Kennedy, Mike
• Auditing concerns: Abandoning ship; Some public funds and money managers dump Arthur Andersen as their auditor.(Brief Article)
  by Williams, Fred
• NEW BOND TEAM AT OPPENHEIMERFUNDS.(names corporate appointments)(Brief Article)
• Genesee County fund Adds bonds, foreign equities.(Genesee County Employees' Retirement System, Michigan; Dreyfus Investment Advisors Inc., Arnhold and S. Bleichroeder Co.)(Brief Article)
• ADDING ON: Money manager bucks trend with expansion plan; Turner Investment Partners takes on equity, bond teams with continuing growth strategy.(Brief Article)(Statistical Data Included)
  by Williamson, Christine
• CalPERS, Providence Capital put heat on Aetna.(Brief Article)
• Philadelphia International Advisors: Glenmede's international team opens shop with $3 billion from its former employer.(Brief Article)
  by Kovaleski, Dave
• Implications for 2nd quarter; Wide performance gap highlights big differences in small-cap indexes.(Brief Article)
  by Burr, Barry B.
• Caisse de depot et placement; Giant Quebec fund keeps its investment fingers in lots of pies.(Brief Article)
  by Clair, Chris
• Coming in autumn; Putnam to consolidate its offerings with changes in 11 funds.(Putnam Investments Inc., mutual funds)(Brief Article)
  by Kovaleski, Dave
• InvestorForce Rankings; Small, microcap stock managers ruled roost in '01.(Brief Article)(Statistical Data Included)
• Conflicts of interest: UBS PaineWebber agrees to settlement with fund; Nashville system gets $10 million to settle allegations of abuse in soft-dollar program.(Brief Article)(Statistical Data Included)
  by Burr, Barry B.
• BAD RAP: Enron not the full story on company stock, P&I shows ; Shares at 31 of 40 companies top the S&P 500 index over a decade.(Brief Article)
  by Clair, Chris
• Exit strategy; RECESSION-PROOF.(Brief Article)(Statistical Data Included)
  by Fulman, Ricki
• Early option returns: CNA puts life insurance back into defined contribution plans.(Brief Article)
  by Jacobius, Arleen