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- AIMR Adopts Modifications to the After-Tax Provisions of the AIMR-PPS Standards
- The AIMR, recently issued its restated after tax provisions of the various standards. Compliant firms choosing to present any after tax performance results are required to comply with the modified after-tax provisions on January 1, 2005. The presentation of performance result on an after tax basis is still voluntary. Although...
- White papers 2003-04-01
- Explaining After-Tax Mutual Fund Performance
- Published research on the topic of mutual fund performance focuses almost exclusively on pretax returns. For U.S. mutual fund investors holding positions in taxable accounts, however, what matters is the after-tax performance of their portfolios. It analyzed after-tax returns on a large sample of diversified U.S. equity mutual funds for...
- White papers 2002-02-01
- Do Hedge Funds Belong in Taxable Portfolios?
- The authors identify the portfolio weights that provide maximum expected returns for various risk levels to determine whether hedge funds should be included in taxable portfolios. The results indicate that a significant percentage of hedge funds should be included, displacing municipal bonds. A number of studies have demonstrated that hedge...
- White papers 2002-02-01
Additional Resources
- Enron scandal turns spotlight on AIMR.
- The spotlight has shone more brightly on the Association of Investment Management and Research AIMR in the past year as analysts have come under intense fire for their role in the TMT and Enron debacles. So far, AIMR members have managed to emerge The spotlight...
- Research articles 2002-04-29
- AN `UNOFFICIAL' COMPLAINT: 6 TEXAS SCHOOL TRUSTEES ASK SEC AND AIMR TO INVESTIGATE DAVIS, HAMILTON, JACKSON; 9 OTHERS SAY THERE'S NO PROBLEM.
- AUSTIN, Texas -- Six of the 15 trustees overseeing the $17 billion Texas Permanent School Fund filed complaints with the SEC and the AIMR regarding money manager Davis, Hamilton, Jackson & Associates. The minority group of Texas State Board of AUSTIN, Texas --...
- Research articles 1998-12-14
- DISSIDENT SLATE: Group unhappy with AIMR policies seeks voice through board election.(News)(Association for Investment Management and Research Inc)
- Byline: Barry B. Burr CHARLOTTESVILLE, Va. - AIMR is facing opposition to its policies on standards-setting, membership and internal governance, and is being accused of conflicts of interests. Eight members of the Association for Investment Mana Byline: Barry B. Burr ...
- Research articles 2002-10-28
- AIMR sets tough global standards.
- Byline: Lynn Strongin Dodds The Association of Investment Management and Research AIMR has proposed a tough set of global ethical standards and guidelines that go beyond the recently adopted rules of the US Securities and Exchange Commission SEC.The guidelines extend to the sellside of...
- Research articles 2002-07-27
- To Fix a Damaged Financial Reporting System, All Market Participants Must Place Investor Needs Above Corporate Interests, Analyst Association AIMR Says
- Business Editors CHARLOTTESVILLE, Va.--BUSINESS WIRE--Feb. 15, 2002 Association for Investment Management and Research AIMR -- Note: The following release outlines a comprehensive set of reforms - from changing specific accounting rules to changing the way Congress deals with the Financial Accounting Standards Board...
- Research articles 2002-02-15
- AIMR CHANGES CLARIFIED.
- I would like to clarify some of the points made in your April 5 article regarding the proposed changes to the governance structure of the Association for Investment Management and Research, contained in the proxy that AIMR recently distributed to its voting members ("Debate rages between...
- Research articles 1999-05-31
- NO IMPACT: Husic says business not being harmed by surrender of his CFA designation; Avoided AIMR 'hassles' on question of audit compliance.(Husic Capital Management)(Brief Article)
- SAN FRANCISCO - Frank J. Husic said he voluntarily surrendered his chartered financial analyst designation last year to avoid ``hassles'' from the Association for Investment Management and Research, Charlottesville, Va., over advertising that his firm was compliant with the AIMR's investment performance standards. ...
- Research articles 2002-07-08
- Informix Honored for Excellence in Corporate Reporting; Informix is Only Software Company Recognized by AIMR
- MENLO PARK, Calif.--BUSINESS WIRE--Jan. 26, 1996--Informix Corporation, (NASDAQ: IFMX) the leading provider of parallel processing database technology, today announced that the Association for Investment Management and Research AIMR has recognized Informix with the award of its annual Awards for Excellence in Corporate Reporting.
- Research articles 1996-01-26
- AIMR members in WTC: long list.
- At the Association for Investment Management and Research in Charlottesville, Va., a list of members who worked in the Trade Center complex was printed -- 30 pages with more than 100 names. Many of them worked for Morgan Stanley Dean Witter &...
- Research articles 2001-09-17
- Analyst Association AIMR Lauds Moves By Coca-Cola And Washington Post To Recognize Stock Options As Expense
- The Association for Investment Management and ResearchR - the world's largest association of financial analysts and other investment professionals - praised the announcements by The Coca-Cola Company and The Washington Post Co. that they will begin to recognize the costs of issuing stock options as an expense in their income...
- Research articles 1970-01-01
- U.S. Rep. John J. LaFalce, FASB, SIA, AIMR, NIRI And Others To Discuss Market Reform And Investor Confidence At NYSSA Panel
- Are more corporate scandals on the horizon? Is the "investor crisis of confidence" coming to an end? Is more market reform needed? The New York Society of Security Analysts NYSSA, a member of the Association for Investment Management and ResearchR (AIMRR), will gather together leaders in business,...
- Research articles 1970-01-01
- Investment-Management Profession Must Help Strengthen Global Standards and Disclosure Quality in Response to Growth, AIMR Says
- Business Editors CHICAGO--BUSINESS WIRE--May 1, 2000 AIMR Leaders Address Globalization, the SEC's Regulation FD Proposal and Analyst Objectivity at State-of-the-Industry Briefing Investment professionals are making an enormous contribution to the efficiency of capital markets worldwide, but much remains to be done in response to unprecedented globalization,...
- Research articles 2000-05-01
- AIMR And Infotrieve To Offer Seamless Article Ordering To Investment & Financial Professionals Worldwide
- Professional investment managers and financial analysts must constantly keep their professional skills and knowledge fine-tuned as they review investment opportunities and prepare recommendations for their clients, actions that directly impact the ability of tens of millions of individuals to achieve their financial goals.Now, from...
- Research articles 1970-01-01
- Soft-Dollar Group Encourages New Ethics
- AIMR Is Ready to Unleash No-Nonsense Blue-Ribbon Task-Force Standards The Association for Investment Management and Research AIMR is reviewing members' written responses to a set of soft-dollar standards recently proposed by an AIMR blue-ribbon task force. As of mid-February, however, only a "handful" of members ...
- Research articles 1998-03-01
- Datebook.(Calendar/Datebook)
- OCTOBER 7 - Integrating Hedge Funds into Private Wealth Strategies, Association for Investment Management and Research. Newport Beach (Calif.) Marriott Hotel and Tennis Club. (800)247-8132 or aimr.org. 8 - Best Practices for Fair Valuing ...
- Research articles 2003-10-06
- REFORMING ANALYST/CORPORATE RELATIONSHIPS: ANOTHER GOAL FOR THE MARKET
- Simply cutting all ties to investment banking doesn't guarantee that a research analyst won't feel any pressure to give companies good ratings, says the Association for Investment Management Research. The companies under coverage often exert pressure on analysts, says AIMR, and that's something that can affect Wall Street and boutique...
- Research articles 2003-06-30
- AIMR Trade Management (Best Execution) Guidelines
- This alert summarizes the final Guidelines as well as the significant changes that were made to the proposed Guidelines as a result of the comments received.
- White papers 2003-05-15
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