Pensions & Investments

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Articles in May, 2005 issue of Pensions & Investments

• Research: `Fat tails' could be harmful to optimization, paper says.(News)
  by Calio, Vince
• Consultants: Sponsors feel consulting fees are low, survey says; Firms have chance to change relationships by offering more to pension fund clients.(News)
• Using share buybacks as investment indicator.(Portfolio Management)
  by Ragsdale, Easton
• Lawsuit seeks to thwart NYSE-Archipelago deal.(Briefs)(New York Stock Exchange Inc.)(Archipelago Holdings Inc)(Brief Article)
• Consultants: SEC `sweep' takes legal aim at investment consultants.(News)
  by Anand, Vineeta
• Liabilities: The currency connection.(pension liabilities of foreign affiliates of American companies)(Brief Article)
  by Anand, Vineeta
• Money management: Assets rise 6% to hit $8.78 trillion; But growth in institutional tax-exempt arena fails to keep pace with market gains.(News)
• [A] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)
• [K] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• [V] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• Pension funds: Royal Dutch/Shell to merge 2 asset management units; Melding U.K and Dutch operations will create an in-house giant; effect on U.S. pension plan is unclear.(News)
  by Payne, Beatrix
• Money management: Real estate investors get inventive with allocations.(News)
• Courts: Ruling makes it tougher for investors to win suits.(News)
• Hedge funds have turned fat, lazy.(Other Views)
  by Goldfarb, Lawrence
• If They Return: How to use 30-year bonds.(Frontlines)(Brief Article)
  by Anand, Vineeta
• Corrections/Clarifications.(Corrections)(Correction Notice)
• Hirings; Boeing.
• 'Tremendous Resources': Robertson, Yusko: together at last.(Frontlines)(Brief Article)
  by Williamson, Christine
• Hedge funds: Institutions not fazed by rumors and performance.(News)
  by Williamson, Christine
• [G] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• [R] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• Asset servicing: Order management systems win in NYSE-Nasdaq fight.(New York Stock Exchange)
  by Crawford, Gregory
• Defined contribution: AMVESCAP deal is tip of consolidation iceberg.(News)(Merrill Lynch and Company Inc. acquires AMVESCAP PLC and AMVESCAP Retirement Inc.)
  by Feinberg, Phyllis
• Pension funds: Underfunding improves for S&P 500 firms.(News)
  by Anand, Vineeta
• Money managers looking at new ways of setting compensation.(Briefs)(Alliance Capital Management L.P. and Enron Corp.)(PBGC and UAL Corp.)(Koninklijke Philips Electronics N.V. and Merrill Lynch Investment Managers)
• Always hiring best manager may not be smartest choice.(Special Report: Mutual Funds)
• Portfolio management: Porting alpha can be a heavy burden; More pension fund execs like the strategy, but managers find implementation tough.(News)
  by Calio, Vince
• Portfolio strategies: Methodology offers new way to see stocks; Researchers develop optimizer that ranks companies without predicting returns.(Neil Chriss and Robert Almgren)
  by Calio, Vince
• Opportunity in UAL.(Editorial)
• Coming home; William Hunt, who took up the reins at SSgA in January, plans to bolster its active and hedge fund capabilities while sustaining a culture relying on analytic firepower instead of a `star system.'.(Interview)
  by Appell, Douglas
• Pension funds: UAL, unions still at odds over termination plans; Flight attendants, machinists seek appeals to thwart airline's agreement with PBGC.(News)
• [C] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• [N] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• All about the stats: Oakland A's employ quantitative strategy.(Frontlines)(Brief Article)
  by Calio, Vince
• Good times to come? Garzarelli predicts equity upswing.(Frontlines)(Brief Article)
• Changes Ahead.(Briefs)
• Public funds: States embrace alternatives; New Mexico, Mississippi pass laws giving their pension funds more chances to boost returns by adding to list of asset classes.(News)
  by Jacobius, Arleen
• Private Equity: Neiman Marcus deal may be more style than substance; Some fear there's little room for profit for TPG, Warburg Pincus clients.(News)
• The power to perform; Fixed income: No surprise as variety of high yield accounts - from convertibles to CMBS - continues to stay on top.(Special Report: Top-performing managers)
  by Crawford, Gregory
• Corporate Governance: FTSE/ISS and Glass Lewis launch competing indexes.(Glass Lewis and Co.)
  by Burr, Barry B.
• $1 billion committed to `clean tech' private equity.(Briefs)
• Foundation, funds: Leech combines business, faith.(Frontlines)(Presbyterian Church U.S.A. Foundation )(Robert Leech)(Brief Article)
• [I] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• [T] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• We'll get used to it: Gulden outlines oil price 'fear factor'.(Frontlines)(Brief Article)
  by Burr, Barry
• CalPERS renews Wilshire's contract.(Hirings)(California Public Employees' Retirement System and Wilshire Associates Inc.)(Brief Article)
• Trading: BoNY becomes a leader in commission recapture; But many wonder about Lynch, Jones deal in industry that some believe is endangered.(News)
  by Crawford, Gregory
• Money management: Fidelity seeking to pump up institutional bond muscle.(News)
• INTERNATIONAL: Foreign firms snap up business from Japan plans.(News)
• Trading: Patience is the reward in the NYSE merger.(News)
  by Crawford, Gregory
• At Deadline; More freedom for CalPERS...(Late News)(California. Public Employees' Retirement System)
• Climbing Kilimanjaro: Triumph of spirit, lung capacity.(Illinois State Universities Retirement System)(Brief Article)
  by Burr, Barry B.
• Hedge funds: Big money managers, small players; Only 0.9% of the assets of the 25 largest firms is in hedge funds.(News)
• [B] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)
• [M] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)
• [W] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• Cooling down a bit; Returns in small-cap sector down from roar of past few years; high yield brightens otherwise dim fixed-income performance.(Special Report: Mutual Funds)
  by O'Connor, Cecily
• Andersen settlement receives preliminary OK.(Briefs)(Brief Article)
• A flawed index of inflation; Methodology understates CPI, leading to overvalued bonds.(Other View)(Consumer Price Index)
  by Strickland, George
• Paul Cavazos tapped to direct Navistar pension plan.(People)
• Regulation: SEC puts securities lending on list of things to watch.
  by Crawford, Gregory
• Private Equity: Pacific Corporate Group stays in restructuring mood.(News)
• Renaissance Man: Bono's investment roadshow.(Frontlines)(Brief Article)
  by Jacobius, Arleen
• Avoiding Extra Innings: DC promotion celebrates baseball.(Frontlines)(Brief Article)
  by Feinberg, Phyllis
• Trustees' dilemma; Directed trustees face litigation alleging fiduciary breaches for failing to stop company stock investments or sell shares.(Other Views)
  by Hass, Lawrence J.
• Alternatives: REITs soar; high yield ebbs; Real estate equity, mortgage-backed securities still most popular.(The 2005 Money Managers Directory)(real estate investment trusts)
  by Jacobius, Arleen
• [H] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)
• [S] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)
• Demographics and economics.(Editorial)(Editorial)
  by Burr, Barry B.
• At Deadline; Amerindo founders charged.(Late News)
• Less so the euro: Dollar looking good too, Smith says.(Frontlines)(Brief Article)
  by Clowes, Mike
• NYSE deal too cozy.(Editorial)(New York Stock Exchange)
• Hirings; Arlington County.
• Portfolio strategies: Institutions wary of ETFs in portable alpha approach.(exchange-traded funds)
• Portfolio management: Alternative to the core; Leibowitz proposes using stocks, bonds as swing assets.(Martin Leibowitz)
  by Chernoff, Joel
• Washington: United's move forces Bush's hand on PBGC.(News)(Pension Benefit Guaranty Corp.)(United Airlines )
  by Anand, Vineeta
• Pension Funds: $6.7 billion contributed to DB plans; 1st quarter totals down from year earlier, but still give execs cause for optimism.(News)
  by Braude, Nicholas
• Defined contribution: Giants solidify roles; Prudential cracks the top 10.(The 2005 Money Managers Directory)
• [D] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)
• [O] Profiles of the 500 largest money managers.(The 2005 Money Managers Directory)(Company Profile)

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