Pensions & Investments

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Articles in March, 2005 issue of Pensions & Investments

• Bricklayers plan hires fixed-income managers.(International Union of Bricklayers and Allied Craftworkers)(Brief Article)
• Changes Ahead.( )
• Harkin bill would create participant advocacy agency within DOL.(Department of Labor)(Brief Article)
• Patriot Down: Vet helps bring families to troops.(Frontlines)(Brief Article)
  by Crawford, Gregory
• Together Again: Longtime colleagues form alliance.( )(Brief Article)
  by Appell, Douglas
• California's maverick wave; Reform DB plans, using personal accounts and big-fund advantage.( )
  by Forman, Jon
• 'Meditative': Going with flow as fly fisherman.(Brief Article)
  by O'Connor, Cecily
• PROTECTING DB: Automaker uses cars as collateral.(Brief Article)
  by Braude, Nicholas
• A majestic mismatch.(social security)(Editorial)
• Governance: Activists take new paths for proxy season; Majority vote latest tactic in arsenal of shareholders.( )
  by Burr, Barry B.
• JUST HAVING FUN.(Interview)(Interview)
  by Crawford, Gregory
• MONEY MANAGERS: Schroders completes makeover, boosts fund offerings.(Schroders Investment Management North America Inc.)
  by Calio, Vince
• Hirings; Alaska Permanent Fund.
• STOCK OPTION EXPENSING - A choice: relevance or reliability?(valuation of employee stock options)(Brief Article)
  by Burr, Barry B.
• Money management: Fidelity plans institutional-only unit; Some consultants warn client backlash possible over changes in portfolio managers.
  by Appell, Douglas
• Money Management: Union funds drop Columbia, cite turnover of staff.(Columbia Management Group)
  by Appell, Douglas
• Global custody: Survey leaders remain constant, but satisfaction is down.(Survey reports)
  by Crawford, Gregory
• Changes Ahead.( )(Calendar)
• Regulation: SEC proposes soft-dollar breakout.
  by Anand, Vineeta
• Defined contribution: Congress likely to get involved in enrollment, deferral issues.
  by Feinberg, Phyllis
• SPECIALIST'S FORECAST: General Motors debt on journey toward junk.(Brief Article)
  by Burr, Barry B.
• 2005 Eddy Award winners.(News)(Brief Article)
• Money management: Indexed assets up 14.2% to top $4 trillion in 2004.( )
  by Kozlowski, Rob
• VENTURE CAPITAL HIRES: Green fund generates investment.(Brief Article)
  by Jacobius, Arleen
• Corrections/Clarifications.( )(Correction Notice)
• Trading: Algorithmic trading saves money, report says.
  by Crawford, Gregory
• International: Canada to end limit on foreign holdings; Proposed budget still must pass the House of Commons.
  by Lee, Angela Marion
• PBS Series: Show spotlights ethical investments.(Brief Article)
  by Jacobius, Arleen
• NOT 'COME AND GET IT': Self-storage joint venture has lots of space for capital.(Brief Article)
  by Jacobius, Arleen
• Hirings; ACCG.(The Association County Commissioners of Georgia)
• International: British pension plans to measure investment risk more frequently.
  by Payne, Beatrix
• Charity Work: Women in hedge funds net praise.(Frontlines)(Brief Article)
  by Williamson, Christine
• SPARK EXECUTIVE DIRECTOR FRANK BERMANI DIES.(Frank C. Bermani Jr.)(Obituary)
• Public funds: DOL takes stand on campaign contributions.(Department of Labor)
  by Chernoff, Joel
• Defined contribution: 2005 Eddy Awards recognize best investment education practices.
  by Feinberg, Phyllis
• At Deadline; SEC adopts fee rule.(Securities and Exchange Commission)
• Portfolio management: JPMorgan Fleming forms council to share quantitative expertise.
  by Calio, Vince
• People.
• Corporate governance: Plans question Disney's pick for new CEO.
  by Calio, Vince
• MONEY MANAGEMENT: Big changes coming at GM Asset; Virginia's Everett named firm's chief investment officer; 51% of private equity unit goes to management team.(General Motors Asset Management Corp.)
  by Jacobius, Arleen
• Does reform ask too much of sponsors? Risks of trying to improve DB and PBGC funding.(defined benefit)(Pension Benefit Guaranty Corp.)
  by Johnston, Mike
• Hedge funds: Citadel cracks open door; Institutional investors pressure hedge fund manager to provide more information on its investment strategies.( )
  by Williamson, Christine
• Real Estate: New realty boutiques seek small, different deals.
  by Jacobius, Arleen
• HIRING, FIRING PATTERNS: Report reinforces need for patience.(Brief Article)
  by Crawford, Gregory
• Corporate governance: Good governance rewarded; Evaluations indicate that those companies receiving high scores also fare well in market performance; U.S. firms down overall.
  by Burr, Barry B.
• Defined contribution: Fewer firms contribute company stock match; Participants get more choices, but employer securities still comprise 23% of holdings.
  by Feinberg, Phyllis
• Pension plans: Ford to make $2.8 billion voluntary contribution.
• Briefs: Grassley blasts `howling' over Bush's proposals.( )(Sen. Charles Grassley)
• MONEY MANAGEMENT: U.K. pension plans make unconstrained mandates popular.
  by Payne, Beatrix
• PORTFOLIO MANAGEMENT: Efficient market theory alive and well; Paper finds conflicting aims and choices made by investors balance each other out.
  by Calio, Vince
• Only for the in crowd?(Editorial)
• Public pension funds: Funding status of public plans improving; Good performance of markets largely responsible for uptick.
  by Braude, Nicholas
• Defined contribution: DC backlash; Public funds, unions putting pressure on some managers to back defined benefit plans.
  by Chernoff, Joel
• CLOSE TO HOME.( )(Interview)
  by Jacobius, Arleen
• Valdes back in as CalPERS committee chairman.(Charles Valdes elected in California Public Employees' Retirement System)(appointments)
• FAJ Anniversary: Assortment of all-stars on hand.(Financial Analysts Journal enlists who's who of investment world)(Brief Article)(Directory)
  by Chernoff, Joel
• A review at Delray Beach.(Delray Beach (Fla.) Police & Fire Retirement System)(Editorial)
  by Burr, Barry B.
• Trusts: Halliburton asbestos trust gets $2.6 billion in company's stock.
  by Burr, Barry B.
• CONSULTANTS: Strategic buys back its stake sold to Russell; Repurchase of 19.9% interest in firm puts SIS 'back into the camp' of independents.
  by O'Connor, Cecily
• Pension funds: Funds recovering slowly; Federal Reserve Board data reveal total retirement plan assets are still $1 trillion below 1999 levels.
  by Anand, Vineeta
• No imperial CEO.( )(Editorial)
• MONEY MANAGEMENT: Wells' 401(k) group gains strength in Strong deal.(Wells Fargo & Co.)(Strong Financial Corp.)
  by O'Connor, Cecily
• A shout on Social Security.(reform)(Brief Article)
• The peril of doing my fiduciary duty as a trustee of CalSTRS.(California State Teachers' Retirement System)
  by Battey, Mark
• SEC targeting improved communications from CCOs.(Briefs)
• 2005 Eddy Award winners.(News)
• Hedge Funds: U.S. executive to help bring FRM across pond; McCabe to leave eponymous firm to lead Financial Risk Management's subsidiary.(Financial Risk Management Ltd.)
  by Williamson, Christine
• Workers confident on retirement lifestyle, but not their budgets.(Brief Article)
• Facing the ultimate sales job; CIO embarks on mission to convince skeptics that Columbia is a ready-for-prime-time manager.(Keith T. Banks remarks)
  by Appell, Douglas
• Real Estate: Germany poised to create REIT market; Lawmakers move to pass legislation to open market to foreign investors by early 2006.(real estate investment trusts)
  by Paul, James
• MONEY MANAGEMENT: Number of new mutual funds still dropping; Another record low forecast for this year, reversing 'flavor-of-month' trend of past.
  by Gabriel, Frederick P., Jr.
• At Deadline; Brown quits SSgA.(Alan Brown-State Street Global Advisors)