Pensions & Investments back issues from April 2007:
Tipping point seen in asset allocations; Stage set for increases in portable alpha, absolute return, Greenwich survey shows.(Investing)(Survey)(Statistical data)
Apr 02, 2007;
Wrong decision for the right reasons; Question of risk.(Frontlines)(Pacific Investment Management Co.)(Brief article)
Apr 02, 2007;
Territory fund to pick new consultant from among 7.(International)(Australian Capital Territory government treasury looks for investment consultant)(AvSuper and MFS International sign a contract)(Barclays Global Investors and Tasmania's Tasplan sign a contract)
Apr 02, 2007
Marco sees big future ahead as an independent fiduciary.(Consulting)(dialogue with Jack Marco)(Interview)
Apr 02, 2007;
Massachusetts fund seeks administrator.(People)(Gregory T. Long appointed at Federal Retirement Thrift Investment Board)(Kerrin Rosenberg of Hewitt Associates L.L.C., to resign)(Clifford Quisenberry to resign from Parametric Portfolio Associates Inc.)
Apr 02, 2007
Frank: Advisory vote best course of action - for now.(Corporate Governance)
Apr 02, 2007;
Changes ahead.(School Employees Retirement System, Police Officers' Pension Fund, City of Charlottesville Retirement System)
Apr 02, 2007
INVESCO defections = Fireworks; But new hires could make Deutsche Asset biggest in stable value.(Money Management)
Apr 02, 2007
Where have you been all my life? truth in advertising.(Frontlines)(PJE Los Angeles)(Brief article)
Apr 02, 2007;
ABN Amro unit may get carved up; Poor overall fit with BGI seen if Barclays buys Dutch bank parent.(Money Management)
Apr 02, 2007
Firms' evolution moves to next level.(Alternatives)(private equity and hedge fund managers to become full-fledged financial services companies)
Apr 02, 2007;
CME's Donohue sees fight ahead; CEO says institutional investors are on the battlefield in CBOT ownership war.(Trading)(Chicago Mercantile Exchange)(Craig Donohue)(Chicago Board of Trade)
Apr 02, 2007;
Longer lifespans mean more liabilities - and opportunity.(Derivatives)
Apr 02, 2007;
Window of opportunity opens; Investment-only firms are ready to pounce on unbundling trend.(Defined Contribution)(AllianceBernstein)(Barclays Global Investors N.A.)(Pacific Investment Management Co.)
Apr 02, 2007;
Pension goldmine awaits AT&T, Occidental CEOs.(Corporate Governance)
Apr 02, 2007
Ennis' valuation paper pokes the public bear; Draft touches nerve; complaints lead to removal from website.(Pension Funds)(Richard Ennis )
Apr 02, 2007;
Don't tell anybody, but... privacy concerns.(Frontlines)(Liquid Realty Partners' investments)(Brief article)
Apr 02, 2007;
Survey: More boards oversee risk.(News)(Survey)(Brief article)
Apr 02, 2007
Corrections/Clarifications.(Corrections)(Correction notice)
Apr 02, 2007
A worrisome indication.(Editorial)(Editorial)(Brief article)
Apr 02, 2007
Wilshire ready to put its name on 2 new mutual fund offerings.(Money Management)
Apr 02, 2007;
Odds favor merger of CBOT, CME; make your bet.(Frontlines)(CBOT Holdings Inc.)(Chicago Mercantile Exchange Holdings Inc.)(Brief article)
Apr 02, 2007;
Debate, but no agreement, on which plan type is best; DB proponents, DC supporters square off at P&I discussion.(Roundtable)(Pensions & Investments)(defined contribution plans)(defined benefit plans)(Discussion)
Apr 02, 2007;
The debate rages; Excerpts from roundtable on virtues, vices of defined benefit and defined contribution plans, and some of the possible consequences of a switch to DC.(Special Report: DB vs. DC Roundtable)(Discussion)
Apr 02, 2007
Instinet leader hopes to work magic again; Nicoll hopes to export successful Island model to foreign lands through Chi-X.(Trading)(dialogue with Ed Nicoll)(Interview)
Apr 02, 2007;
Change artist; John Abunassar's innovation has buoyed Allegiant Asset Management, moving the firm beyond its roots as a quiet bank-owned firm.(Face to Face: John Abunassar)
Apr 02, 2007
Reaffirming principles.(pension funds )
Apr 02, 2007
Whose money is it anyway?(Sudan divestment bill)
Apr 02, 2007;
P&I Roundtable.(Special Report: DB vs. DC Roundtable)(discussion done on defined contribution plans)(Discussion)(Brief article)
Apr 02, 2007
To temperance, in moderation; drunk like a fox.(Frontlines)(Edward I. Altman's bankruptcy analysis)(Brief article)
Apr 02, 2007;
Lines blur between old line, alternatives; Keefe Bruyette report shows industry moves toward convergence of once dissimilar firms.(Money Management)
Apr 02, 2007
News briefs.(L. Wayne Harber managing director of Hamilton Lane Advisors Inc., dies)(Delta Air Lines Inc. plans for investments)(Morgan Stanley reports increase in its assets)(Obituary)
Apr 02, 2007
More S&P 500 defined benefit plans back in black in 2006; Funded status of plans surpasses 100%, study shows.(Pension Funds)
Apr 02, 2007
New York legislation would require transparency; Direct investment, funds of funds targeted by bill.(Hedge Funds)
Apr 02, 2007;
2 new reporters join staff at P&I.(News)(Raquel Pichardo and Jay Cooper appointed as editorial staff)(Brief article)
Apr 02, 2007
San Diego fund sues Amaranth.(At Deadline)(San Diego County Employees Retirement Association files securities fraud suit against Amaranth Advisors L.L.C.)(Fidelity Investments to terminate defined benefit plan)(House Committee on Financial Services approves executive compensation bill)
Apr 02, 2007
Winner traces returns to source; the award goes to...(Frontlines)(Claude B. Erb of Trust Company of the West and Campbell R. Harvey of Duke University. Fuqua School of Business recieves award)(Brief article)
Apr 02, 2007;
Hirings.(Indiana Public Employees' Retirement Fund invests in private equity funds)(Dressbarn Inc. hires CitiStreet L.L.C.)(Carroll College hires Wurts & Associates Inc.)
Apr 02, 2007
Study: Mutual funds lag by 250 basis points; Agency costs hit for underperformance vs. separate accounts.(Research)
Apr 16, 2007;
Dubai exchange aim: transparency; Joint venture debuting May 1 would be first Mideast oil market.(Trading)(Dubai Mercantile Exchange )
Apr 16, 2007; ... Byline: Isabelle Clary NEW YORK - As global institutional investors diversify their holdings into commodities, the Dubai Mercantile Exchange is preparing for its May 1 debut and the launch of a new oil contract that will boost transparency in the growing sour crude market. ...
'Free' advice is not always what it seems; Providers offer come-on as way to gain new business.(Defined Contribution)
Apr 16, 2007;
T. ROWE PRICE HAS SUCCESS TAKING A CHANCE ON IRAQ.(Special Report: Emerging Markets)(T. Rowe Price Group Inc.)(Michael J. Conelius)(Interview)
Apr 16, 2007;
130/30s pull in $30 billion; But it is still early days and firms are jockeying for lead.(Money Management)
Apr 16, 2007;
BGI set to offer outsourcing; Firm to oversee and manage entire pension plans, using in-house active and passive strategies; external managers to be added later.(Money Management)(Barclays Global Investors)
Apr 16, 2007;
EQUITY MANAGER ACADIAN ADDS EMERGING MARKETS DEBT.(Special Report: Emerging Markets)(Acadian Asset Management Inc.)
Apr 16, 2007;
ESOP expectation and reality.(Editorial)(Employee Stock Ownership/Option Plan)(Tribune Co. )
Apr 16, 2007
CalSTRS could snuff ban.(News)(California State Teachers' Retirement System)
Apr 16, 2007;
Changes ahead.(request for proposals for fund managers)
Apr 16, 2007
Money managers join in jettisoning DB plans; Fidelity only latest firm to make move to defined contribution or cash balance plan.(Pension Funds)
Apr 16, 2007 ... Byline: Jenna Gottlieb and Jay Cooper Fidelity Investments is not the only money manager ditching its defined benefit plan. Citigroup Inc., New York, announced in November that it will freeze benefit accruals in its $10 billion cash balance plan for all employees ...
Infrastructure traffic builds; States eye sell-offs of toll roads, lotteries to save money - creating new investment opportunities.(Alternatives)
Apr 16, 2007;
True dedication; David Smith parlayed a passion for performance into a career as investment director of multimanager strategies at GAM.(Face to Face: David Smith)(GAM International Management Ltd.)(Biography)
Apr 16, 2007;
Comics: a scarce commodity; how about hot wheels?(Frontlines)(Brief article)
Apr 16, 2007
Reaching another kind of summit; the head of the sky.(Frontlines)(Investec Asset Management sponsoring Tori James)(Brief article)
Apr 16, 2007;
ICE focused on future; Intercontinental Exchange eyes a full menu of interest rate derivatives even if bid for CBOT is ultimately unsuccessful.(Trading)(Chicago Board of Trade)
Apr 16, 2007;
Sending in the big guns in Texas; utility wars.(Frontlines)(review of TXU Corp. leveraged buyout deal)(Brief article)
Apr 16, 2007;
Updated record-keeping rules a priority, says SEC official.(Regulation)
Apr 16, 2007;
Citadel Investment adds fund of funds; Emerging manager incubation to be part of multistrategy manager's latest business effort.(Hedge Funds)
Apr 16, 2007;
At deadline.(Piper Jaffray acquires Fiduciary Asset Management)(Michael Hogan appointed at Michael Hogan as equities CIO)(Royal Dutch Shell PLC agreed to a settlement of $455 million )
Apr 16, 2007
GE policy, practice.(General Electric Co. )(Brief article)
Apr 16, 2007
Deutsche shines bright in new Kentucky home; Ex-INVESCO team's Louisville base to be center of institutional fixed-income unit.(Money Management)(Deutsche Asset Management)
Apr 16, 2007;
Yo ho ho, a hedge fund life's for me; it's a symbol of wisdom.(Frontlines)(hedge fund names )(Brief article)
Apr 16, 2007;
Hirings.(The Consulting Group hires Metropolitan West Asset Management)(DRS Technologies Inc. hires Diversified Investment Advisors)(Stichting Pensioenfonds ING hires Bank of New York)
Apr 16, 2007 ... AP7 STOCKHOLM - AP7 hired two active currency managers to run accounts with a total nominal value of about 15 billion Swedish krona ($2.1 billion), said Svante Linder, head of fund administration. Informed Portfolio Management is running 9 billion krona and Lee Overlay ...
Small fund, big-time asset allocation; 69% to total return.(Frontlines)(Edyth Bush Charitable Foundation)(Brief article)
Apr 16, 2007;
ILLINOIS STATE BOARD SELECTS LOOMIS SAYLES.(Hirings)(Brief article)
Apr 16, 2007
World briefs.(domestic political risk for investors in Brazil, Russia, India and China)(U.K. pension plans to cut equity exposure)(Stichting Pensioenfonds PGGM publishes list of the companies in which it holds shares)
Apr 16, 2007