Pensions & Investments

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Articles in January, 2003 issue of Pensions & Investments

• Merced County picks Lincoln, Mellon Capital.(Hirings)(Merced County Employees' Retirement System hires Lincoln Capital and Mellon Capital Management)(Brief Article)
• Charles Lowery: Look to last half of year.(2003 Investment Outlook)
  by Ricki, Fulman,
• Alan Brown: `Double-dip' a possibility.(2003 Investment Outlook)
  by Kovaleski, Dave
• Donald G.M. Coxe: Seeing a `Herky-jerky' recovery.(2003 Investment Outlook)
  by Anand, Vineeta
• Tad Rivelle: What worked in '02 won't in coming year.(Metropolitan West Asset Management's chief investment officer)(2003 Investment Outlook)
  by Chernoff, Joel
• DISAPPOINTING NEWS: Florida's 401(a) effort has underwhelming beginning; Plan draws only $200 million in 2 years, way below billion-dollar expectations.(defined contribution plan )
• AND PART 2: IN THE MONEY AFTER ALL.(Frontlines)(compensation data for sales professionals, financial managers)(Brief Article)
• NO GOOD NEWS: Global pension returns negative for third year running; Formerly in positive territory, Australia now joins others in lousy performance.(News)
  by Payne, Beatrix
• [H] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• [S] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes San Francisco City & County Employees' Retirement System through State Farm Mutual Automobile Insurance Co.)(Illustration)
• Balance point.(Face to Face; interview with Raymond A. 'Chip' Mason)(Interview)
  by Williamson, Christine
• Changes Ahead.(Briefs)(management of various public employee funds)
• Daniel Vandivort: Bullish on credit.(2003 Investment Outlook)(Brief Article)
  by Clair, Chris
• Gail Seneca: The worst is behind us.(2003 Investment Outlook)
  by Chernoff, Joel
• Stuart Schweitzer: International surprises likely.(2003 Investment Outlook)
  by Feinberg, Phyllis
• MORE THAN JUST GROWTH: DUBLIN TOPS HIT PARADE.(Frontlines)(top economic and real estate growth centers)
• How money managers squandered talent and lost their vibrancy.(Other Views)(hedge funds and traditioning investing)
• [C] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes California Public Employees' Retirement System through Cook County Employees' Annuity & Benefit Fund)(Illustration)
• [N] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• Angelien Kemna: Her most boring portfolio ever.(2003 Investment Outlook)
  by Payne, Beatrix
• NYCERS resolution adopted by company 10 years later.(News)(New York City Employees' Retirement System efforts result in policy change at Cracker Barrel Old Country Store Inc. )(Brief Article)
• EATEN BY BEAR: 2002 was killer year with record number of doomed mutual funds; 373 bite the dust, with plunging stock market to blame.(2003 Investment Outlook)
  by Kovaleski, Dave
• Adam Seitchik: `Recovery with headwinds'.(2003 Investment Outlook)
  by Payne, Beatrix
• Brinker Capital hires 13 Equity, bond managers.(Hirings)(Brief Article)
• 'VERY PAINFUL' YEAR: Assets of top 200 retirement funds plummet 24% over past two years; Nation's defined benefit and defined contribution plans are hurt equally.(News)(Industry Overview)
• SILVER LINING: One asset class rises above the market carnage; Enhanced indexed assets up 28% to a healthy $133 billion.(enhanced indexed assets )
• [J] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(Brief Article)
• [U] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes UAL Corp. through Utah State Retirement Systems)(Illustration)
• Ted Truscott: Corporate earnings key.(2003 Investment Outlook)
  by Williamson, Christine
• Volatility equals opportunity: DC participants timing global investments; A little bit has big impact on funds' performance, transaction costs.(News)(defined contribution plan participants)
  by Jacobius, Arleen
• Kim Goodwin: Focus back on earnings.(2003 Investment Outlook)
  by Kovaleski, Dave
• John Rogers: `Rocking and rolling before long'.(2003 Investment Outlook)
  by Fulman, Ricki
• Cynthia R. Plouche: Blame Iraq.(2003 Investment Outlook)
  by Burr, Barry B.
• At Deadline; Florida eyes global mandate.(pension fund news)
• Hirings.(includes multiple contracts for services)
• Awful precedent.(General Motors Corp. and Ford Motor Co. cutting matching funds to employee retirement savings)
• [E] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• [Q] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(Qwest Communications International's total employee benefit assets fall 26%)
• 3-time winner: Samuelson award becoming a habit.(Frontlines: Paul A. Samuelson Award given to John Y. Campbell for third time)
  by Burr, Barry B.
• Outlook good for equities, if we avoid war in Iraq; Most crystal balls showing a modest upturn, and hold the 2nd dip, please.(2003 Investment Outlook)
  by Chernoff, Joel
• AVOIDING TALKS: France, trade unions look to face off over reform of public sector pensions; EU report chides government for dragging its heels on finding solution.(News)
  by Seeder, Benjamin
• Robert C. Doll: `It will be a stock-selective market'.(2003 Investment Outlook)
  by Burr, Barry B.
• Gene Sit: Bullish on equities.(2003 Investment Outlook)
  by Williamson, Christine
• EYES ON THE PRIZE: Triple Dutch.(Rob Bauer, Kees Koedijk, Roger Otten win Moskowitz Price for research in socially responsible investing)(Frontlines)(Brief Article)
  by Williamson, Christine
• `UNIQUE' RELATIONSHIP: Key institutional voice helps bring down Case; Other investors not pivotal in ouster of AOL Time Warner's chairman.(Gordon Crawford, Steve Case)(News)
  by Williamson, Christine
• `BEYOND BELIEF': Pension assets underperform liabilities by 31%; Worst loss since Ryan Labs began study 15 years ago.(News)(stock market volatility to blame)
• [I] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes I.A.M. National Pension Fund through ITT Industries Inc.)(Illustration)
• [T] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• New directions: InvestorForce drops 5% finder's fee; Puts emphasis on private-labeling of pooled funds; first deal is signed.(News)(Company Profile)
  by Chernoff, Joel
• Out of money; Convergent said to be struggling; deal near.(News)
  by Williamson, Christine
• Thomas F. Loeb: Extraordinarily bullish for 2003.(2003 Investment Outlook)
  by Clair, Chris
• Thomas Jones: 'Crisis of confidence' is over.(2003 Investment Outlook)(Brief Article)
  by Feinberg, Phyllis
• Changes Ahead.(pension fund managers sought)(Briefs)
• `A lousy alternative'; Ironic twist: Alabama Retirement Systems' deal could doom US Airways pilots' underfunded pension plan.(News)
• FEW BLOCKBUSTERS: Executive recruiters term 2002 quiet year for money management personnel moves.(appointments at investment management companies, pension funds, endowments, foundations)
  by Williamson, Christine
• [D] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• [P] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• Bill Gross: No changes in interest rates seen.(2003 Investment Outlook)(Brief Article)
  by Jacobius, Arleen
• Resolution from P&I for 2003.(Editorial; Pensions & Investments magazine)(Brief Article)(Editorial)
  by Webman, Nancy K.
• Douglas S. Foreman: `We are in ... a recovery'.(2003 Investment Outlook)
  by Jacobius, Arleen
• Number of transactions steady: Value of money manager deals falls 45% from '01; No 'blockbuster' buys, decline in U.S. deals blamed for fall.(Special Report: Mergers & Acquisitions)
  by Williamson, Christine
• Business sense likely saved Lampert's life; Security concern: Multimillionaire money managers face increasing threat.(Edward S. Lampert's lack of personal security attributed to his kidnapping, business sense helped him survive)
  by Clair, Chris
• MAJOR REVAMP: Maryland may shift big piece of assets to outside firms; Allocation to stocks, bonds also changing.(State Retirement and Pension System of Maryland)
  by Anand, Vineeta
• STICKING IT OUT: Venture cap worst of private equity ills; Investors stay course despite loss of 24%.(The P&I 1,000)(pension funds decide to keep investment strategies, grow hedge fund portfolios despite private equity losses)
  by Fulman, Ricki
• [K] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes Kaiser Permanente through Kimberly-Clark Corp.)(Illustration)
• [V] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(Verizon Investment Management Corp.'s total employee benefit assets fall 23 percent)
• Hirings.(asset and fund management)
• Joseph McAlinden: Incurable optimism.(2003 Investment Outlook)
  by Anand, Vineeta
• Federal ruling: Court denies cash balance lump-sum reduction; Excluding 'mortality discount' could force sponsors to increase payouts.(News)
  by Anand, Vineeta
• Managers fall short in year roiled by scandal after scandal.(2003 Investment Outlook)
  by Chernoff, Joel
• Ian Fishwick: Corporate bears will slow recovery.(2003 Investment Outlook)
  by Seeder, Benjamin
• Reaching the transient work force: ROCKING the PENSION.(Frontlines)(Brief Article)
  by Jacobius, Arleen
• BUDGET CRUNCH: California exploring different ways to fund retirement systems; One idea: CalPERS, CalSTRS would lend the state the dough.(California Public Employees' Retirement System and the California State Teachers' Retirement System)
• `THEY BELIEVE IN IT': Participants still gung-ho on company stock.(employees still maintain core holdings in their company's shares)(News)
  by Jacobius, Arleen
• CRYSTAL BALL, PART 1: The future may or may not be in plastics.(Mercer Investment Consulting's 2003 Fearless Forecast Survey)(Frontlines)
  by KOvaleski, Dave
• [F] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• [R] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(Raytheon Co.'s total employee benefit assets fall ten percent)
• [A] Profiles of the Top 200 Pension Funds.(The P&I 1,000)
• At Deadline; Matson tapped at Arizona.(Late News; various news items; David Matson becomes director of Arizona State Retirement System)
• High yield, derivatives and Yale: Hall of Fame inducts fixed- income greats.(Frontlines)(the Fixed Income Analysts Society)(Frank J. Fabozzi of Yale University )(Brief Article)
  by Clair, Chris

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