Pensions & Investments

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Articles in May, 2003 issue of Pensions & Investments

• News Briefs; PBGC chief warns of growing shortfall.(Fidelity Institutional Retirement Services Co., Fidelity's 401(k) plan business, gets new president)
• LETTERS TO THE EDITOR; With apologies to Sharpe, though ...(Letters)
• Few places to go: Lack of good investments slowing venture-cap outflows.(News)(Industry Overview)
  by Fulman, Ricki
• InterSec's top 10; While new international money declines, some firms buck trend.(News)
  by Feinberg, Phyllis
• [B] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [L] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [V] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• Firm cites progress: U.K. public funds bail on Henderson Global; Poor performance, ownership question are making investors cautious.(News)
• Step backward: U.K. schemes could get stung by new European directive; Full funding rule could force shift to conservative allocations.(News)
• The participants who cannot revolt.(Editorial)(defined benefit plan investors)(Editorial)
• Hirings.(industry briefs)
• [H] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [R] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• Wave of the future: Bundled providers selling off record keeping; Firms get rid of low-profit area while keeping control of 401(k) plan assets.(News)
• Hirings.(Hirings by various pension plans are noted)
• $6.7 trillion: Managers see assets drop 6% in 2002, but it could be worse; Bond returns and pension cash flows help stem the flood.(News)(Industry Overview)
  by Kovaleski, Dave
• 'A reach for yield': $2.3 billion pours into high yield; Allocations account for 70% of fixed-income dollars in first quarter, but some wonder if it's too much, too late.(News)
  by Kovaleski, Dave
• [D] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [N] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [Y] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Brief Article)(Directory)(Company Profile)
• INDUSTRY CONCERNS: Vanderbilt Capital hit by asset decline, departures; Poor performance, lack of communication with consultants cited as problems at firm.(News)(Vanderbilt Capital Advisors sees institutional tax-exempt assets drop by more than half durin
• Under pressure: Mutual funds face soft-dollar disclosure rule; SEC also talking about having managers 'gross up' their fees.(News)
• first quarter: Growth surpasses value; high yield rules roost; EQUITIES: War-related volatility and respectable technology performance.(Special Report: PIPER)
• LETTERS TO THE EDITOR; Schwab not selling DC bundled unit.(Letters)
• [A] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)
• [J] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [T] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• Idaho Endowment Fund picks 3 to run active midcap equities.(Hirings)(Brief Article)
• Unveiled for first time: CalPERS private equity holdings no shocker; Portfolio returns disclosed on new website; performance meets or beats expectations.(News)
• 2002 numbers: Trade value continues to plummet; Nasdaq share commissions rise.(News)
• Changes Ahead.(Briefs)
• At Deadline; Quandary slows AMR sale.(Late News)(AMR Investment Services )(Brief Article)
• [C] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [M] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [W] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• CalPERS nixes Progress Putnam Lovell extension.(News Briefs)(Brief Article)
• Consolidation: Surviving ECNs taking bigger share of trading pie.(News)
• Corrections/Clarifications.(Corrections)(Correction Notice)
• OPTIONS ARE LIMITED: Single strategies, poor markets combine to KO more managers; Experts predict first major shakeout coming for industry.(Special Report: Money Managers Directory)
  by Williamson, Christine
• [I] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [S] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• Overly optimistic: Managers a bit too smug; U.K., European CIOs unrealistic about prospects for asset growth and their own ability to change.(News)
• Proxy voting interpretation: Investment advisers may have to don shareholder activism hat under rules.(News)
• The Economy: Debating Deflation; Most industry pundits disagree with the Fed's 'irresponsible' comments.(News)
  by Anand, Vineeta
• People.(News)
• [E] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [O] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [Z] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• At Deadline; CalSTRS' `perfect plan'.(Late News)(CalSTRS' stock option plan is discussed, as is other news )
• Dispute in valuing pension liabilities.(Editorial)
• People.(News)
• FIXED INCOME: Strategies benefit from shift in global risk outlook.(Special Report: PIPER)
• Crossing boundaries: More international managers moving beyond style lines.(News)
  by Feinberg, Phyllis
• Making sense of the data: How P&I directory was created.(Special Report: Money Managers Directory)
• [K] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [U] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• Small crowd: Gillette annual meeting not exactly a hot ticket; Chairman-CEO is only director to show up; attendance by shareholders also limited.(News)
  by Burr, Barry B.
• Technology-driven: Venture cap funds focus on Dallas.(News)(HO2 Partners)
• Changes Ahead.(Briefs)(A number of pension plans are issuing RFPs)
• New values: WorldCom polishes up corporate governance; Breeden blames "the cancer of compensation abuse" for firm's collapse.(News)
  by Chernoff, Joel
• INVESTORS SPEAK OUT: Hedge fund regulations seen as two-edged sword; Transparency, disclosure are the hot topics.(News)
  by Clair, Chris
• [F] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [P] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• 2 Execs depart: Pfizer gives dose of consolidation to Pharmacia.(News)
• Growth giant: Quantitative methods move to front of Putnam agenda; In effort to turn around firm, Haldeman shifts emphasis to new, mixed approach.(News)(Putnam Investments Inc.)
• Big strike: Pension fund hits paydirt; Hecla Mining plan gets nice payoff - its company stock investment returns 400.(News)
  by Chernoff, Joel
• Seeking alpha: `Cowboy' managers gain respect; Some institutional investors giving money managers a freer rein.(News)
  by Williamson, Christine
• [G] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)
• [Q] Profiles of the largest money managers.(Special Report: Money Managers Directory)(Directory)(Company Profile)