Pensions & Investments

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Articles in January, 2005 issue of Pensions & Investments

• DC plans: Predictions, proposals to be conference focus; P&I's East Coast gathering to culminate with this year's Eddy Award winners.(defined contribution plans)(Pensions & Investments' Defined Contribution/401(k) East Coast Conference)
  by Feinberg, Phyllis
• Retirement plans: More water tossed on traditional DB plan.(Outlook 2005)
  by Feinberg, Phyllis
• At Deadline; NYC adding 40 staffers.(New York City Retirement Systems)(employment and employee compensation related news)
• NEW WAYS TO GROW.(interview)(Interview)
  by Payne, Beatrix
• Consultants: Callan manager consulting exec moving to equity firm Artisan.(Eric Colson leaves Callan Associates Inc and joins Artisan Partners LP)
  by O'Connor, Cecily
• Changes Ahead.(briefs)
• High-yield bonds: Inflows continue despite talk that risks are too great; Healthy 27.3% gain shows investors not ready to slow down.(The P&I 1,000)
  by Appell, Douglas
• Real estate: `Nimble' quality will be attractive attribute in '05.
  by Jacobius, Arleen
• A CLOSER LOOK AT MUTUAL FUND COMPANIES.(News)
• Trading: Market structure changes coming slowly.
  by Crawford, Gregory
• Hedge funds: Low volatility feeding performance concerns.(Outlook 2005)
  by Williamson, Christine
• Connecticut reshuffles bond portfolio.(Hirings)
• Pension reform: White House might be in mood to deal; Bush administration considers making concessions to get sponsors' support.
  by Anand, Vineeta
• Real Estate: Growth hints at riddle facing pension funds.(The P&I 1,000)
  by Jacobius, Arleen
• Asset servicing: Continued consolidation, technology upgrades likely.(Outlook 2005)
  by Crawford, Gregory
• Election or ratification?(shareholders elections)(Brief Article)(Editorial)
• Portfolio strategies: Risk aversion seen ruling roost; Dependence on structural alpha fuels concerns over broad market.(Outlook 2005)
  by Calio, Vince
• Money managers: Some dump SSRM before sale to BlackRock is final; About 20% of State Street Research's clients, mostly smaller ones, are leaving.(State Street Research & Management Co.)
  by Appell, Douglas
• Hedge funds: Prof puts Yale at center of hedge fund universe; School works with top-flight academics, industry groups on major research projects.
  by Williamson, Christine
• International: Australian pension funds 1st in performance derby.(News)
• Essential book of indexing.(book review)(Book Review)
  by Burr, Barry B.
• Fiduciary now: Marco takes new role for union fund.(International Union of Bricklayers and Allied Craftworkers hires Marco Consulting Group)(Brief Article)
  by Braude, Nicholas
• U.K. plans interested: Pooled funds offer liability matching.(Brief Article)
  by Payne, Beatrix
• Politics: Schwarzenegger taking aim at California public DB plans.(defined benefit plans)(Governor Arnold Schwarzenegger's pension management policy)
  by O'Connor, Cecily
• Asset allocation: International equities up, fixed income down in '04; Survey sees future performance leaders to be private equity, hedge funds, real estate.
  by Feinberg, Phyllis
• Money management: Fund execs show little sympathy for Morningstar's misfortunes.(Editorial)
  by Gabriel, Frederick P., Jr.
• Alternatives: Venture capital leads pack with 19% hike.(The P&I 1,000)
  by Jacobius, Arleen
• International: European plans must hone juggling skills.(Outlook 2005)
• A new long-term view; A sustainability analysis looks upon a company's ability to manage SRI issues as a proxy to management quality.(socially responsible investing)
  by Kiernan, Matthew J.
• Private equity: High prices could cast pall on returns.(Outlook 2005)
  by Jacobius, Arleen
• Hospital, alma mater: PIMCO's Gross, wife in giving mood.(Pacific Investment Management Co.)(Brief Article)
• Endowments: Winning Harvard strategy in peril; Meyer's exit could doom in-house formula that has worked so well.
  by Appell, Douglas
• Hedge funds: Longer lockups slam the door for some; Pension funds leery of tying up their assets for as long as 5 years.
  by Williamson, Christine
• HAPPY WINNERS.(Steve Tananbaum )(Interview)
  by Williamson, Christine
• Among best to work for: Some money managers make great employers.(Brief Article)
  by Kozlowski, Rob
• Hirings; Abbey National Asset.
• Breaking up is tough.(R.J. Reynolds Tobacco Co.'s securities diversion case)(Editorial)
• Mutual funds: Adoptions find good match between small, large firms; Managers with good track records take advantage of others' distribution networks.(News)
  by O'Connor, Cecily
• Forcing the cost of trading down.(mutual funds)
  by Plunkett, Mike
• A future of uncertainty; As new year begins, what lies in store for traditional plans is murkier than ever.(Outlook 2005)
  by Chernoff, Joel
• It's not the options: Deferral rates are what matter with DC plans.(defined contribution plans)(Brief Article)
  by Feinberg, Phyllis
• Familiar turf: Homecoming of sorts for director.(Tom Weaver)(Brief Article)
  by Williamson, Christine
• Indexing: Plain vanilla not enough; Pension funds continue their fascination with enhanced portfolios while making only modest increases in more traditional strategies.(The P&I 1,000)
  by Calio, Vince
• Regulations: Social Security fixes, pension reform plan on menu from Bush.
  by Anand, Vineeta
• International: Witnesses to a catastrophe; 'I'd be dead if I were 10 feet closer to the water,' says one.(News)
• Making connections: Institutions, community lenders hook up.(Community Reinvestment Fund)(Brief Article)
  by Braude, Nicholas
• Alternatives: Private equity, venture fund raising is climbing; Large distributions from old funds are driving still more investments.
  by Jacobius, Arleen
• At Deadline; 'Bama adding to equity.(Late News)
• Asset servicing: Banks help money managers deal with compliance; New service pitches targeted to CCOs of existing clients.(chief compliance officers)
  by Crawford, Gregory
• Location, Location, Location: Nicer in Nice.(world's first hedge fund summer camp scheduled for July'05)(Brief Article)
  by Williamson, Christine
• Tail wags dog: CFOs down on DB plans, survey says.(Frontlines)
• Corporate governance: Compensation, proxy access at top of list.(Outlook 2005)
  by Burr, Barry B.
• Deals up, but valuations fall; Picky buyers looking to consolidate product lines, distribution fuel most activity in 2004.(Special Report: Mergers & Acquisitions)
  by Randall, Danielle
• Schwarzenegger pension revolt.(Arnold Schwarzenegger)(Editorial)
• Pension funds: Top 1,000 assets top $5 trillion mark.(News)
  by O'Connor, Cecily
• Hedge funds: Pension funds continue torrid investment pace; But growth reported for survey is only a drop of total invested.(The P&I 1,000)
  by Williamson, Christine
• International: Overseas market booming for managers of managers.(News)
  by Payne, Beatrix
• Money management: `Exciting year' seen for deals, not so for markets.
  by Appell, Douglas
• Indexing: Small firms to keep giants from getting complacent.(Outlook 2005)
  by Crawford, Gregory
• Jefferies' donation: Revenues, commissions help tsunami victims.(Brief Article)
  by Crawford, Gregory
• 'Squirmy things': A look at hedge funds' dark side.(Human Capital)(Brief Article)(Book Review)
  by Williamson, Christine
• The P&I 1,000.(Pensions & Investments)
• Hirings; Anchorage Police & Fire.(investment funds industry news)
• Private equity: Endowment returns lead the pack; Universities outperform municipal, corporate funds in asset class.(News)
  by Jacobius, Arleen
• South Dakota Signs On With New Strategy.(Hirings)(Brief Article)
• Defined contribution: Plan sponsors grilling mutual fund firms; Inquiries meant to 'open the discussion' with investment providers.(News)
  by Feinberg, Phyllis
• Watch your intervals: Front runners and algorithmic trading.(Quantitative Services Group LLC's new study report)(Brief Article)
  by Crawford, Gregory
• People; Ohio Public Employees CIO takes leave for medical reasons.(Neil Toth chief investment officer)
• News Briefs: SSgA assets up $200 billion as other firms report gains.(News Briefs)
• International: Overseas stocks still attracting pension funds; Fixed income shows stronger growth, but comes off a much smaller asset base.(The P&I 1,000)