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51 Resources for

asset class

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Midas ups its holdings by alternative asset classes.: ALTERNATIVE asset classes are being use to diversify the AGBP15m Midas Balanced Income fund. ALTERNATIVE asset classes are being use to diversify the AGBP15m Midas Balanced Income fund.; Tags: asset, asset class, Midas Inc.; Research articles 2004-08-16
Investors drive the Wal-Marting of Wall Street; Upheaval linked to asset managers' clout, pocketbooks.(News): Byline: Gregory Crawford NEW YORK - The NYSE is dead. Long live the NYSE. The same can be said for The Nasdaq Stock Market Inc., the American Stock Exchange and the Philadelphia Stock Exchange, the derivatives ...; Tags: asset class, derivatives, asset, stock, stock exchange, NYSE Euronext, investor; Research articles 2005-09-12
Investors drive Wal-Marting of Wall Street.(influence of financial managers): Byline: Gregory Crawford The NYSE is dead. Long live the NYSE. The same can be said for the Nasdaq Stock Market, the American Stock Exchange and the Philadelphia Stock Exchange; the derivatives exchanges, such as the Chicago Mercantile Exchange Byline:...; Tags: derivatives, asset class, asset, investor, stock, stock exchange, NYSE Euronext, financial; Research articles 2005-09-05
Not just alpha.(Face to Face)(Interview with Prudential Investment Management's Bernard Winograd): Byline: Christine Williamson Bernard Winograd is something of a Renaissance man, who came to money management after several other careers. He worked on election campaigns in high school and college but after five years was bored ``out of my mind.' Byline: Christine Williamson...; Tags: asset, asset class, hedge fund, Prudential Insurance Company of America; Research articles 2003-02-03
News: Aon: restrictions on investment options could cost UK funds millions.: European legislation could cost UK pension funds millions of pounds in lost investment opportunities, according to Aon Consulting. [ ] Restrictions in the draft Occupational Pension Schemes investment Regulations 2005 could stop pension funds inves European legislation could cost UK pension funds millions of pounds ...; Tags: Aon Consulting, Aon Corp., asset, asset class, investment, pension fund; Research articles 2005-07-18

Software calculates present risks: Steve Hemmerick NEW YORK - Some pension funds may have jumped a significant hurdle in solving the problem of timely risk measurement across asset classes. At the urging of several large pension plans, BARRA Inc., Berkeley, Calif., is melding its risk Steve Hemmerick NEW YORK...; Tags: asset, asset class, BARRA Inc., pension fund, software; Research articles 1998-07-13
News Just In... : Clwyd appoints two currency managers.(Brief Article): Flintshire County Council, the lead authority for the GBP550m Clwyd pension fund, is believed to be the first local authority to follow the growing trend to use currency as an asset class in its own right. [ ] The currency allocation is to be split b ...; Tags: asset class, asset, asset management, Goldman Sachs Group Inc., hedge fund; Research articles 2004-04-05
BRIC offers solid emerging-markets play.(Investment Strategies): Byline: Alec Young As the appeal of globalization - exploiting growth opportunities and cost efficiencies - increases, Brazil, Russia, India and China, which we like to refer to as BRIC, appear to be the most attractive developing countries. ...; Tags: asset class, BRIC, globalization, gross domestic product, inflation, interest rate, investment strategy, investor, S&P; Research articles 2006-05-15
CalPERS: `reality check'; Avoiding future bouts of irrational exuberance is main objective.(Special Report: Risk Management): Byline: Joel Chernoff SACRAMENTO, Calif. - In the late 1990s, equities delivered double-digit returns while stock market volatility declined. Fed this data, the typical optimizer told pension executives to keep loading up on stocks. That answer Byline: Joel Chernoff ...; Tags: asset, asset class, CalPERS, optimization, risk management; Research articles 2005-07-11
mercer study: Alpha-hungry investors looking to high-yield securities for a boost.(Brief Article)(Statistical Data Included): LOUISVILLE, Ky. - Looking for more alpha from their fixed-income portfolios, plan sponsors are starting to cast their eyes on high-yield securities. Hiring activity among large defined benefit plan sponsors has picked up this year and is expected LOUISVILLE, Ky. - Looking...; Tags: asset, asset class, bond, equity, Mercer, security, yield; Research articles 2001-09-03
LIFE AT CALPERS: Fortunately, Chief Investment Officer Daniel M. Szente loves the argument.(California Public Employees' Retirement System)(Interview): Since July 1, Daniel M. Szente has been chief investment officer of the $170 billion California Public Employees' Retirement System, Sacramento. He had been executive president and director of research for McGlinn Capital Management Inc., Wyomissing, Since July 1, Daniel M. Szente has been chief investment...; Tags: asset, asset class, CalPERS; Research articles 2001-01-08
Re-Balancing A Global Policy Benchmark: How To Profit From Necessity: The need to rebalance institutional assets to a policy benchmark is a simple fact of life. It may be possible for an investor to allow his portfolio to drift. But over a period of time, he will eventually have to address the misallocation this causes, as the portfolio drifts to...; Tags: Asset, Asset Class, First Quadrant, Asset Management, Operational Planning, Business Operations; White papers 2002-01-01
REITs, Your Home, and the Asset-Allocation Decision: Diversification across asset classes is an important component of an investment plan. It reduces risk. It is also important to diversify across asset classes that have low correlation. It is therefore a good diversifier of risk and should be considered when constructing an asset-allocation plan. Once a home-owning investor decides...; Tags: Asset, Asset Class, Asset Management, Business Operations, Diversification, IndexFunds.com, Management, Operational Planning, REIT, Strategy; White papers 2000-09-18
A Timely Reminder: The recent market tumult offers a perfect opportunity to remember the advantages of a diversified, balanced portfolio. The diversification across asset classes remains an effective tool that planners should employ. This is mainly; markets today are roller coasters in which previously unexpected levels of volatility have become the norm. The...; Tags: Asset Class, Volatility, Diversification, Investment, Finance; White papers 2000-10-01
Rebalancing A Global Policy Benchmark : How To Profit From Necessity: A buy-and-hold strategy leads to a drifting portfolio mix that is both difficult to justify and unprofitable when compared to the appropriate alternative. Rebalancing is imperative from a risk control standpoint and is the only passive option that systematically addresses the policy benchmark. Even though a drifting mix may appear...; Tags: Asset Class, First Quadrant, Rebalancing, Strategy, Management; White papers 2003-01-01
Using Inflation-Indexed Bonds In Your Portfolio: The article suggests that inflation-indexed bonds can improve one's portfolio's diversification. The article talks about two types of securities here: I-Bonds a type of savings bond and Treasury Inflation Protected Securities also called TIPS. Both have a low correlation with other asset classes; in other words, they do not behave...; Tags: Asset Class, Morningstar Inc., Portfolio, Asset Management, Investment, Operational Planning, Business Operations, Finance; White papers 2001-02-22
Benchmarks For That Other Asset Class: In the global capital markets, fixed-income has traditionally played second fiddle to the more glamorous equity asset class. The topsy-turvy markets of the third millennium have the underdog asset class gaining much recognition. Recent volatility in the markets and uncertainty across the geopolitical spectrum has seasoned retail investors blowing dust...; Tags: Asset, Asset Class, Bond, Equity, Investment, Financial Services, Asset Management, Finance, Operational Planning, Business Operations; White papers 2003-10-01
Emerging Markets â�� The Current Debate: The short-term case for investment in emerging markets is currently strong. Valuations are at attractive levels, interest rates are falling globally, domestic economic growth is healthy, and corporate earnings growth is sound. Indeed, the prospect of a major bounce in these markets over the next twelve months, as the world...; Tags: Asset, Corporate Earnings, Asset Class, Institute For Fiduciary Education, Emerging Market, Marketing Research, Asset Management, Financial Services, Marketing, Operational Planning, Business Operations; White papers 2003-01-01
The Future Of Asset Management:Separation Of Market Returns And Value-Added: This article states that the way investments are managed will fundamentally change in the coming decades. The changes will unfold as investors and managers seek out portfolio structures that maximize the likelihood of meeting investment objectives. Although the changes will unfold incrementally due to the presence of entrenched institutional practices,...; Tags: Asset, Asset Class, State Street, Asset Management, Operational Planning, Business Operations; White papers 2003-01-01
Rebalancing Diversified Portfolios Of Various Risk Profiles: This article explores a variety of portfolios rebalancing strategies. It applies the strategies to a series of diversified portfolios consisting of multiple asset classes and a variety of risk profiles, thereby more closely mirroring real-world situations. Results show that although it is important to rebalance a portfolio, it matters less...; Tags: Asset Class, Strategy, Management; White papers 2001-10-01