Pensions & Investments

View more issues:

Articles in September, 2005 issue of Pensions & Investments

• Plan sponsors help limit frequent trading; Money managers are increasingly working with DC plans to create enforcement policies.(defined contribution )
  by Gottlieb, Jenna
• Bear Stearns' metamorphosis aimed at boosting its profits.(Bear Stearns Asset Management Inc)
  by Bruno, Mark
• Former SWIB counsel Johnson leads consulting firm, university initiative.(State of Wisconsin Investment Board)
  by Burr, Barry B.
• Hedge fund managers slow in meeting SEC registration rule.(Securities and Exchange Commission)
  by Williamson, Christine
• Separate reports show large caps will be back in vogue.(News)
• International Briefs: Dutch delay implementing new pension fund rules.(International Briefs)(Putnam Investments Inc, PanAgora Asset Management Inc and Integra Capital Management formed a joint venture)(Joanna Munro named global chief investment officer of
• Sponsors, providers begin long road back; Anything but business as usual due to storm's damage.(News)
• Corporate Governance: NYC funds get 4 firms to improve governance ...(New York City)
• Earnings estimates getting real; Wall Street firms are developing mark-to-market techniques.
  by Calio, Vince
• More investors picking midcap; As small-cap strategies keep closing, pension plans, foundations and endowments have been looking for other sources of alpha.(News)
  by O'Connor, Cecily
• Defined Contribution; Appeals court: Plan participants can sue.(Briefs)
• U.S. players are globalizing their realty approach; Investors allocate new money and shift from existing U.S. portfolios.
  by Jacobius, Arleen
• More managers in Canada plan to trade electronically.(News)(Electronic stock trading)
• DOL gives nod to first request to relax rules; Department eases regulations over private investment pools, but other issues remain.(Department of Labor)
  by Anand, Vineeta
• Overlay services let Clifton take swing at heavyweights.(News)
• People: Holstein to depart GMAM, signs with Capital Group.(People)(General Motors Asset Management)(appointments)
• No dumping allowed? Bankrupt airlines might find it hard to terminate their pension plans.
  by Braude, Nicholas
• Credit Suisse picks new team to run its high- yield strategy.(Credit Suisse Asset Management Inc. apppoints portfolio managers)
  by Bruno, Mark
• Money managers run from Katrina; With communication 'spotty,' emphasis is on connecting with staff, finding them housing.
  by Calio, Vince
• Disingenuous campaign.(Editorial)
  by Clowes, Mike
• No boundaries in banner year; Total assets of P&I/Watson Wyatt 500 rise 12.6% to $48.824 trillion; UBS, Allianz hold top spots while JPMorgan Chase soars 42% to move into top 10.(Special Report: World's Largest Managers)
• Performance cools for hot strategy; More investors hire currency managers, but some produce disappointing returns.
  by O'Connor, Cecily
• Firms expand overseas as demand for services rise.(News)
• Going the distance: Couple farther apart, yet still closer.(Arizona Public Safety Personnel Retirement System)(Brief Article)
  by Burr, Barry B.
• U.S., Canadian investors hike hedge fund allocations.(News)
  by Jacobius, Arleen
• 10% use RFPs to find transition managers; Greenwich report reveals almost half of pension execs don't use formal process.(News)
• Canadian government looks at pension guarantee fund.(News)
• Deadline approaches for Eddy Award entries; Education program submissions due Oct. 14.
  by Gottlieb, Jenna
• Fleites chosen as CIO, head of ETFs at ProFund Advisors.(ProFund Advisors appoints Agustin J. Fleites)(chief investment officer)(exchange traded fund)(Man Investment Products appoints John Morrison)(PG&E Corp appoints Serena Ho and Eric Wheeler )
• A new undertaking: Time is right for recruiting firm.(David Barrett Partners LLC)(Brief Article)
  by Williamson, Christine
• Hirings; Allegiant Funds.
• An incremental increase; Internally managed worldwide assets edge up by only 1.8% to $4.12 trillion; giants BGI and SSgA follow market curve.(Barclays Global Investors)(State Street Global Advisors)
  by Kozlowski, Rob
• Kennedy Capital continues to adapt to big changes.(News)
• Long-term equity incentives gain favor - survey.(News)(Brief Article)
• Managers look hard at processing to squeeze savings.(News)
  by Crawford, Gregory
• Meet The Subscribers: What they won't do for charity.(charitable donations)(Brief Article)
  by Williamson, Christine
• Exodus from equities; Executives at major corporations say the pension reform proposals would lead to plans' shift to bonds from stocks.
  by Anand, Vineeta
• Alternatives: Ontario Teachers' unit buys Doane Pet Care.(Teachers' Private Capital acquires Doane Pet Care Co)(CB Richard Ellis Inc. acquires Gunne Commercial Real Estate)(International Business Machines Corp forms venture capital advisory council)
• For better returns, free the money managers; White paper suggests performance would improve without long-only position limits.(News)
  by Calio, Vince
• BET ON BOOMERS; David Moross expects people to run, hike, canoe and climb their way to retirement, and his buyout firm, Falconhead Capital, hopes to get big returns from their active lifestyles.(Face To Face)
• Investment climate; Fiduciaries must push for corporate strategic planning on environmental issues to enhance shareholder value.(Other Views)
  by Lubber, Mindy S.
• At Deadline; ITG to buy Plexus.(Late News)
• A truer picture.(pension plans )
• Fundamental index concept gets institutional investors' attention; Money managers, pension plans look into Arnott's idea.(News)
  by Burr, Barry B.
• Investors drive Wal-Marting of Wall Street.(influence of financial managers)
  by Crawford, Gregory
• Hedge funds' image as money machines; What do academics know about the performance?
  by Eldin, Tarek
• Mellon CEO denies pressure to partner; Executives contend they won't try to copy the Citigroup-Legg Mason swap deal.(Mellon Financial Corp.)(Marty McGuinn)
  by Appell, Douglas
• Hurry please, it's time: EBSA proposes filing electronically.(Employee Benefits Security Administration)(Brief Article)
  by Anand, Vineeta
• Give him peanut butter anytime: PIMCO's Gross goes just a wee bit off topic.(Frontlines)(Brief Article)
• Gridiron disclosure: PennSERS lines up opposite Penn State.(Frontlines)(Brief Article)
  by Bruno, Mark
• Inside, outside portfolio: CalPERS' new home part of wider project.(California Public Employees' Retirement System)(Brief Article)
  by Jacobius, Arleen
• DOL's revisions may benefit hedge funds; Financial firms may find it more costly to run their own pension plans under new rules.(Department of Labor)
  by Anand, Vineeta
• No Surprises; TCW strategy: steady as she goes.(Brief Article)
  by Chernoff, Joel
• Elks migrate to chicago equity partners.(Elks National Foundation )(Brief Article)
• Global equity investments grow more popular.(Portfolio Management)
  by Motyl, Gary P.
• Where the data come from.(Special Report: World's Largest Managers)(Brief Article)
• Research shows rumors of capacity problems are greatly exaggerated.(News)
• Health-care plan performance falls in 2004; Commonfund survey shows lower returns even though asset allocations remain steady.
  by Williamson, Christine
• No sellout: Social indexes beat S&P 500.(Frontlines)
• Changes Ahead.(Briefs)
• A post-mortem for DB plans.(Other Views)
• Tracking block of Comtech shares shows value of human oversight.(Brief Article)
  by Crawford, Gregory
• CalSTRS considers shift in fixed income.(California State Teachers' Retirement System)(Janus Capital Group )(Virginia Retirement System looks inward for portfolio management)
• STILL INDEXING; Burton Malkiel has been a pied piper leading investors to index funds since "A Random Walk Down Wall Street'' first appeared in 1973, and when it comes to his central premise, he still walks the walk.
  by Appell, Douglas
• Getting there: Listing top firms for minorities.(Frontlines)(Brief Article)
  by Bruno, Mark
• Bayou bust puts onus on investors' due diligence.(Bayou Management LLC is being investigated )
  by Williamson, Christine
• CalPERS eyes firms for `spring-fed pools'.(Briefs)
• UBS GLOBAL HIRES MIDCAP TEAM FROM U.S. BANCORP.(People)
• Self-directed accounts still have staying power; Plan sponsors avoid dropping underutilized and largely ineffective brokerage options.
  by Gottlieb, Jenna
• TCW, Morgan Stanley make personnel changes at the top.
• Internal manager reliance may stall Fidelity DB plans.(defined benefit)
  by Appell, Douglas
• U.S. firms taking a bigger bite out of European pie.
  by Payne, Beatrix
• CalPERS broadens its reach; Portfolio continues shift to non-core, global investments.(California Public Employees' Retirement System)
  by Jacobius, Arleen
• An affable fund: You can never have too many friends.(Frontlines)(Chicago Public School Teachers' Pension and Retirement Fund)(Brief Article)
  by Burr, Barry B.
• Review of Sudan-linked investments urged.(Briefs)(CalPERS and CalSTRS)
• At Deadline; Citi business to be split.(Citigroup Inc.)
• Pension bills delayed; Reforms on hold while Congress attends to Katrina, but experts say it's a matter of when, not if, legislation passes.(News)
• Transparency? Not for CII.(Editorial)(Council of Institutional Investors)
  by Burr, Barry B.
• Pension assets to boom through Asia-Pacific countries, report says.(News)
• Misleading lament.(pension fund management)(Editorial)

• 1
• 2