Pensions & Investments

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Articles in April, 2004 issue of Pensions & Investments

• Hedge Fund Cares: Event raises $750,000 for charity.(Frontlines)(Brief Article)
  by Williamson, Christine
• Interbrew/AMBEV: Brazilian fund giant challenges brewing Goliath's merger bid; Previ standing up to huge acquisition deal 'to defend assets of its participants'.(World News)
  by Kepp, Michael
• CERULLI NEWSLETTER: Research shows saving is still not Americans' strong suit.(News)
  by Kozlowski, Rob
• Naked ability: Risks of pure alpha; When beta drops out of picture, active managers may have nowhere to hide.(News)
  by Chernoff, Joel
• World Briefs; French Reserve fund hires 11 managers.(World News)(Fonds de Reserve pour les Retraites)
• Allianz Dresdner Report: Eastern European pension market could hit e150 billion.(World News)
• Needless setback.(Editorial)(Brief Article)
• Flip-flop: Morgan execs back off plan to switch out of own fund.(News)
  by Appell, Douglas
• MORE TO COME: 1 in 5 corporations freeze DB plans; Impact of cash contributions, various proposals cited as reasons.(News)(defined benefit plans)
• At Deadline; Fee rebates common.(Late News)
• Houghton Mifflin adds 3 investment options.(Hirings)(Brief Article)
• Scoring managers amid ownership disruptions.(Other Views)
  by Burkhart, Charles B.
• DEFINITION OF QUALITY PROPERTIES BEING REVISED.(Special Report: Alternatives)
  by Jacobius, Arleen
• Staying on East Coast: CEO Storms leaves UBS; Reluctance to relocate to Chicago plus gradual change in job description mean change at top of Americas unit.(News)(UBS Global Asset Management: Brian M. Storms)
  by Williamson, Christine
• TWO SURVEYS OVERDUE.(News)
• Changes Ahead.(Briefs)
• Fixing the three-legged stool.(Editorial)
• Changes Ahead.(Briefs)
• Putnam settles SEC, Massachusetts accusations.(News Briefs)(Brief Article)
• Not enough staff: PRIM Board gives up on proposal to invest directly in hedge funds.(News)(Pension Reserves Investment Management )
  by Williamson, Christine
• Briefs; Illinois considers creating private equity firm.(Special Report: Alternatives)
• Move toward distribution: Intermediate Capital Group hopes to become player in pension fund market.(World News)(Brief Article)
• Colorado oks law: Disclosure exemption; States try to ease rules to help public plans stay in private equity funds.(News)
  by Jacobius, Arleen
• READY FOR BUSINESS: More endowment officers jump ship; Investment pros head for money managers or choose to go it alone.(News)
  by Williamson, Christine
• Budget crunch: Other states might follow Oregon's DC trail; State officials feel DC component will help state with its costly DB promise.(Special Report: Public DC Plans)
  by Feinberg, Phyllis
• Mutual Fund disclosure: New SEC rules may tax 401(k) plans, participants; Response to market-timing scandal could lead to higher record-keeping expenses.(News)
  by Feinberg, Phyllis
• Beyond venture funds' ability.(Editorial)(Venture capital companies)
  by Clowes, Mike
• DC conversion: ConocoPhillips' weekend plan merger avoids blackout period.(News)
• Exploring the options: Bond managers get defensive; Lower durations and TIPS are the order of the day as industry gets ready for increase in interest rates.(News)
• Section 28(e): Pressure growing for tighter soft-dollar rule; Agency could return to pre-1986 definition to curb most abuses, MFS' Pozen predicts.(News)
  by Anand, Vineeta
• World Briefs; Dutch fund returns up, but more gains needed, says group.(World News)(Man Investments and Quellos Group partnership)
• DC Briefs; Scandal prompts Louisiana plan to drop options.(Special Report: Public DC Plans)(Louisiana Deferred Compensation Commission)
• THERE'S IRONY HERE: Private equity firms form public units to woo pension funds.(News)
• Changing times: Highly leveraged buyout deals now a thing of the past; The funds and firms are bigger than ever, but nobody is buying up huge companies.(Special Report: Alternatives)
• Too restrictive: RFP `help' might hinder funds' transition search; Assistance can raise conflict of interest issues.(News)
  by Crawford, Gregory
• People; Weyerhaeuser selects Shariff to be firm's first defined benefit plan CIO.(Special Report: Alternatives)
• SWITCH TO SPECIALTY: Standard Life refines its corporate governance platform.(World News)
  by Mahmud, Shahnaz
• YOU CAN'T GO WRONG: THE WAGES OF SIN.(Frontlines)
  by Williamson, Christine
• Corrections/Clarifications.(Corrections)(Correction Notice)
• ALPHA PORTFOLIO STUDY: Brokerage house size has no effect on European bond transaction cost; Consultant finds small, big firms both can offer quality execution.(News)
  by Crawford, Gregory
• 20% allocation standard: Asian funds seeing big potential for returns from local, U.S. REITs; Japanese put more than $1 billion into vehicle since October.(World News)
  by Jacobius, Arleen
• Attitude changing: Cash management helps squeeze out more return; Area is "stepchild of the industry," but some funds are looking into alternative strategies.(News)
  by Williamson, Christine
• Reverse relationship: New pension law presents mixed blessing; Liabilities will be reduced 1% to 2%, but financial statements may suffer.(News)
  by Anand, Vineeta
• People; Myra Drucker to leave GM Asset Management.
• SOME HEDGE BETS: Bush gets lion's share of financial service companies' contributions; Incumbent receives 6 times as much in campaign coffers as Democrat Kerry.(News)
  by Feinberg, Phyllis
• April 7 hearing: Dutch funds gird for fight to fend off alternative investment curbs.(News)
  by Mahmud, Shahnaz
• Change in store.(Face To Face)(Interview)
• Graham & Dodd Award Winner: FAJ's best of the year.(Frontlines)
• Aligning interests.(Editorial)
• Legislation stalled; Ohio governor tells state funds: reform with or without new law.(News)(Bob Taft )(Brief Article)
• Hirings; Alabama Prepaid Tuition Fund picks small-cap equity managers.(Portfolio Management)
• ExxonMobil selects NTGI for $2.5 Billion.(Hirings)(Brief Article)
• $80 billion issue: Corporate pension plans are caught in political crossfire; House passes pension liability benchmark legislation, but much more difficult fight awaits bill in Senate.(News)
  by Anand, Vineeta
• Who'll run the show? Institutional investors worry over exodus of key managing partners.(News)
  by Jacobius, Arleen
• Hirings; AMSTED Industries.
• SECURITIES LENDING: More collateral options might receive DOL nod; ERISA plans could be accepting Canadian, Swiss currencies as well as from U.K., Europe.(News)
  by Crawford, Gregory
• Allocations on the rise: Real estate sector expects another $44 billion in 2004; Investors interested despite returns that aren't what they used to be.(Special Report: Alternatives)
• Split seen: Joint report says global changes likely.(World News)(Brief Article)
  by Mahmud, Shahnaz
• CALPERS LEADS CHARGE: Pension plans step up corporate governance effort; Auditors and separation of top jobs are big issues.(News)(California. Public Employees' Retirement System)
  by Burr, Barry B.
• He has an in: Harvard weighs in on Yale fund.(Frontlines)
  by Jacobius, Arleen
• ILLINOIS UNIVERSITIES STICKING WITH PIMCO.(Special Report: Public DC Plans)(Brief Article)
• Report's aftermath: Public plans at odds over a `messy' issue; Some want to investigate if stocks they own have any ties to terrorism.(News)
  by Chernoff, Joel
• `Significant trend': Demand high for overseas electronic trading; Direct access to diverse markets increasingly seen as key to superior returns, lower costs.(News)
  by Crawford, Gregory
• My Old School: Hedge fund alumni give back.(Frontlines)(Brief Article)
  by Williamson, Christine
• ALTERNATIVE PATH.(Face To Face)(David L. Babson and Company Inc. chief operating officer :William F. Glavin Jr.)(Interview)
• The Phrase That Pays: Voyager fund seeking high quality.(Frontlines)(Brief Article)
  by Fulman, Ricki
• Trying times: Feeling jumpy? Go international.(Frontlines)
  by Crawford, Greg
• Greenwich report: Institutional investors favoring indexed equities; 2003 saw a slight return to stocks but no sizable changes in funds' asset allocations.(News)
  by Fulman, Ricki
• April 15 deadline looms: Sponsors struggle over contribution size; Corporations put up about $10 billion so far; ultimate amount rests with Congress.(News)
  by Crawford, Gregory
• Lots of variables: Actual savings from electronic bond trading hard to quantify.(News)
• Taking Their Time: Slow waltz with private equity.(Frontlines)(Brief Article)
  by Burr, Barry B.
• DC Briefs; Delaware Deferred Compensation Program replacing 3 equity mutual fund options.(Briefs)
• At Deadline; Endowment eyes alternatives.(Late News)