Pensions & Investments

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Articles in June, 2007 issue of Pensions & Investments

• Familiar names lead best-execution list; Morgan Stanley, Rochdale, Goldman Sachs and Fidelity at top of Plexus BrokerEDGE.(Trading)
• Blackstone deal could squeeze investors.(Private Equity)(The Blackstone Group, China's State Investment Co.)
  by Jacobius, Arleen
• Amaranth asks court to dismiss case.(cases of securities fraud between Amaranth Advisors L.L.C. and San Diego County Employees Retirement Association)
• Changes ahead.(management of Segal Advisors Inc. and Hartford Investment Management Co.)
• Cordares widens its investment world; Dutch manager quadruples alts, infrastructure allocations, completes U.S. real estate target.(International)
  by Payne, Beatrix
• A change in mandate.(management of pension funds)
• University of Chicago gets $100 million donation.(Brief article)
• Defined contribution.
• A new investment day dawns for embattled Ohio bureau.(management of Ohio Bureau of Workers)
  by Cooper, Jay
• Canada mimics U.S. accounting rule changes.(management of pension funds)
  by Lee, Angela Marion
• $6.3 billion Nuveen deal tops charts; Sale to Madison Dearbor Partners beats past record for buyout of a money management firm.(Money Management)
• And take $300 for your trouble; off to Katmandu.(Frontlines)(Brief article)
  by Cooper, Jay
• Big money pushes, fees budge.(management of hedge funds)
  by Williamson, Christine
• Moss to lead investments at LSU fund.(People)
• Gross to sell while the market's hot; philatelic philanthropy.(Frontlines)(Bill Gross raises money for Doctors Without Borders)(Brief article)
  by Payne, Beatrix
• Acadian brings in Pyramis' Loomis for quants.(Acadian Asset Management Inc. hires Jackson Loomis from Pyramis Global Advisors )
  by Appell, Douglas
• Beyond borders; International/global managers see assets increase 26% to $7.61 trillion, powered mostly by returns from strong markets worldwide.(Special Report: International/Global Managers)
• Tax hike legislation only opening salvo; Industry expects more proposals to cut into returns of hedge funds, private equity.(Washington)
  by Halonen, Doug
• Reid Dennis' march on Washington; call to arms.(Institutional Venture Partners)(Brief article)
  by Jacobius, Arleen
• Panel presents findings to San Diego County.(reports of San Diego County Employees Retirement Association)(Brief article)
• A calm exterior; Lee Ainslie's soft-spoken demeanor cloaks a hard-headed investor with a relentless focus on performance.(Face to Face Lee Ainslie)(Interview)
  by Williamson, Christine
• Top-grossing black-owned firms; black enterprise lists.(Fairview Capital Partners Inc. and Advent Capital Management L.L.C .)(ICV Capital Partners L.L.C. and Smith Whiley & Co.)(Brief article)(Company rankings)
  by Newman, Emily
• 12b-1 fees likely to be reformed, not removed; SEC expected to OK record-keeping and administration fees.(Securities and Exchange Commission)
• Investment banks still light on 'human touch'.(Research)
• Hillary's ahead; Predictive market bets have Clinton at 32.8% to win presidency; Obama, 18.3.(Investing)
  by Cooper, Jay
• Short extension going smaller; Small-cap, midcap portfolios gaining popularity among managers.
  by Cooper, Jay
• It's Mellon's show now; BNY Asset chief's departure underscores shift in control.(mergers between The Bank of New York and Mellon Financial Corp.)
• Top 100 plans fully funded.(Pension Funds)
  by Kozlowski, Rob
• 'Help wanted' sign for cutting-edge CIO; PennSERS sees its investment strategies as top draw, despite public-plan salary.(Pennsylvania. State Employees' Retirement System)
  by Cooper, Jay
• Profiles of the top 50 international/global managers.(Special Report: International/Global Managers)
• U.K. funds tempted by clones; Replication strategies aim to mimic returns while reducing costs.(Hedge Funds)
• In the fast lane; CEO Brian Powers saw Hellman & Friedman's assets under management almost double when it closed its sixth fund this year.(Hellman and Friedman)(Company overview)
  by Jacobius, Arleeen
• Open season on stable value; Rivals see INVESCO staff defections as chance to gain business.(Invesco MIM PLC)
  by Appell, Douglas
• Research Council rolls up its sleeves; greenwich hedge fund primer.(Frontlines)
• News briefs.(investigations of Securities and Exchange Commission)(laws and rules of pension funds)(management of pension funds)
• Delay sought in implementing PPA provisions.(Pension Protection Act of 2006)
  by Halonen, Doug
• Money managers report asset increases in May.(Money Management)
• Marsico move seen as setback to BoA's strategy.(Money Management)
• Thrifty, but not thrifty enough; tough room.(investments of Federal Retirement Thrift Investment Board)(Brief article)
  by Halonen, Doug
• Big names put bets on ICV Capital; CalPERS, New York State Common among institutional investors in firm's first 2 funds.(ICV Capital Partners L.L.C. and California. Public Employees' Retirement System)
  by Jacobius, Arleen
• A relative threshold?(voting of shareholders at the UnitedHealth Group Inc.)(Editorial)
• Trustee competency; Good fund governance improves performance. Achieving it requires more education, evaluation, spending.(management of pension funds)
  by Ambachtsheer, Keith P.
• Where Pzena IPO leads, other firms may follow; 1st traditional asset manager to list in years could be looking at $1 billion market cap.(Money Management)
• Hirings.(Allianz Investmentbank)(Research Affiliates LLC)
• CalPERS' 'significant opportunity'; it could happen to anybody.(California. Public Employees' Retirement System)(Brief article)
  by Jacobius, Arleen
• Investing to cure health-care woes; CalPERS earmarks $700 million to private equity fund that is targeting cost control.(California. Public Employees' Retirement System)
  by Pichardo, Raquel
• Trading briefs.(IntercontinentalExchange and ChemConnect merger)(Commodity Futures Trading Commission approves trade in Chicago Mercantile Exchange)(Brief article)
• Pension role in a revival.(planning of Cerberus Capital Management L.P. to buy DaimlerChrysler AG. Chrysler Group)(Editorial)(Brief article)
• Boost in U.S. firms' business expected; Danish pension funds seek new strategies as they move away from return guarantees.(growth of Danish pension fund industry)
  by Hua, Thao
• Chicago exchange battle part of a new global war; Only choices are bulk up to survive or dress up for sale.(Trading)(Chicago Mercantile Exchange)(Chicago Board of Trade )
  by Clary, Isabelle
• Annuities fanfare hitting a sour note; Record-keeping infrastructure problems lower employers' interest in the option.(Defined Contribution)
  by Gottlieb, Jenna
• Changes ahead.(management of pension funds)
• At deadline.
• Firms keep fees low in the race for target-date assets.(management of defined contribution plans)
  by Gottlieb, Jenna
• Hirings.(Atalanta/Sosnoff Capital Corp. being hired by Chattanooga General Pension Fund)(Western Asset Management Co. being hired by Kansas City Firefighters Pension Plan)(Invesco Perpetual being hired by Kent County Council Superannuation Fund)
• At deadline.
• Global, foreign for $29 billion, please; in demand.(Frontlines)(Brief article)
  by Appell, Douglas
• Foreign managers see ray of light from Spain; 2 new proposals, shift in attitude might open market.(management of pension funds)
  by Hua, Thao
• New ISS database rates sustainability; Royal Dutch Shell, Credit Suisse, BP top environmental, social issue risk ranking.(Institutional Shareholder Services)
• Fortified with S&P 500! what's in there?(stock indexes of Merrill Lynch and Company Inc.)(Brief article)
  by Cooper, Jay
• Sortino, a Reagan fan, finds hope in Obama; lending his support.(donations of Frank Sortino for presidential campaigns)(Viewpoint essay)(Brief article)
  by Burr, Barry B.
• New Zealand national savings plan gets a boost.
  by Alembakis, Rachel
• Overseas investors showing interest in INTECH.(International)
• BlackRock eyeing more hedge funds; Officials look at seeding startups, newer firms to expand alternatives business.(Money Management)
  by Bruno, Mark
• CalPERS, hedge fund both going after NYSE; Class-action status sought in fight over allegations of trading violations.(California. Public Employees' Retirement System and NYSE Group Inc.)
  by Clary, Isabelle