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asset classes

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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
Insurers enticed by emerging asset classes.
Emerging asset classes are attracting insurer investors, who usually benefit from premium pricing. Asset classes such as mortality and expense risk charges embedded in variable annuities, securitizations of mutual fund 12b-1 fees, and catastrophe-linked securities, for example, are being sought by life insurance companies. One securities analyst noted that in...
Tags: asset, bond, FINANCE, Insurance, Investment, investor, Lincoln National Corp., Prudential Insurance Company of America, securitization, security
Research articles 1997-07-14
Emerging Market Debt Has Outperformed Most Asset Classes and Continues to Look Attractive, According to Standish Mellon Asset Management
To: BUSINESS EDITORS Contact: Mike Dunn, +1-212-922-7859, mike.g.dunn@bnymellon.com, or Sarah Deutscher, +44-20-7163-2744, sarah.deutscher@bnymellon.com Asset Class Should Not Be Overlooked by U.S. Institutional Investors BOSTON, May 5 /PRNewswire-FirstCall/ -- Emerging market debt has outperformed by a wide margin U.S. high-yield bonds, emerging market and U.S. equities, and most other risky...
Tags: Standish Mellon Asset Management
Research articles 2009-05-05
Study Finds Alternative Asset Classes Grow in Popularity among Public Pension Plans
Bear Stearns and Government Finance Officers Association GFOA Release Findings of Comprehensive Survey of Public Pension Plans' Investment Practices NEW YORK -- A survey of investment practices at public pension plans found more invest or plan to invest in alternative asset classes in the future. Most of the plans...
Tags: asset, Bear Stearns & Co. Inc., Benefits, Company, consultant, FINANCE, Investment, survey
Research articles 2008-03-13
Asset Allocation Funds: 6 Picks
Managers of tactical asset allocation mutual funds can invest in everything from stocks to commodities, moving money out of one asset category and into another whenever they want. They?re supposed to buffer you against collapsing markets while offering growth potential. It all sounds great in theory. But in the real...
Tags: Asset, Fund, Morningstar Inc., Stock, Tax, Allocation, Asset Allocation, MoneyWatch, No-load T. Rowe Price Balanced, Asset Management, Investment, Financial Services, Operational Planning, Finance, Business Operations, Tactical Asset Allocation Fund, T. Rowe Price Balanced, First Eagle Global, Ivy Asset Strategy, Morningstar, Black Rock Global Allocation A, Leuthold Core Investment, Loomis Sayles Global Markets, Expense Ratio, Mutual Funds, Nate Hardcastle
Articles 2009-11-03
Asset-Based Hedge-Fund Styles and Portfolio Diversification
It is a well-documented stylized fact that hedge fund returns differ from the returns of traditional asset classes. Investors looking for alternative return characteristics in hedge funds are clearly concerned about the question of consistency. To go beyond relying on historical hedge fund performance repeating itself, one needs to answer...
Tags: Asset, Asset Class, Hedge Fund, Asset Management, Investment, Financial Services, Operational Planning, Business Operations, Finance
White papers 2001-08-02
Asset Allocation: Management Style and Performance Measurement
This white paper reveals about Asset allocation which is generally defined as the allocation of an investor's portfolio among a number of "major" asset classes. Clearly such a generalization cannot be made operational without defining such classes. An effective way to accomplish all these tasks is to use an asset...
Tags: Asset, Asset Class, Performance, Asset Allocation, Institutional Investor, Asset Management, Operational Planning, Business Operations
White papers 2002-07-09
Asset Allocation and Mutual Funds
Asset allocation is the current rage of the mutual fund industry. In its simplest terms, asset allocation refers to the process of adjusting the relative proportion of different asset classes in an investment portfolio. Precisely because it is so popular, the merits of asset allocation tend to be accepted uncritically....
Tags: Asset, Asset Class, Mutual Fund, Asset Allocation, Asset Management, Mutual Funds, Operational Planning, Business Operations, Human Resources, Benefits, Retirement Plans
White papers
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
Asset Allocation Models Are Broken
Chris Wang submits: Over the past several years, many articles have been written about the leading university endowment funds which had outperformed the stock market averages. Pension funds and then financial planners tried to mimic this model to produce superior investment results. The picture to the right may...
Tags: ETF, Chris Wang
External links 2009-03-05
Sign of a Crisis Market: Asset Correlations Remain High
Brett Steenbarger submits: Here we see the bottom patterns for oil (USO; top chart), euro futures middle chart, and S&P 500 futures bottom chart. These moved in unison to the downside, and now are pretty much lockstep to the upside. One characteristic of crisis markets is that correlations among...
Tags: Asset, Asset Class, Seeking Alpha, Brett Steenbarger, Asset Management, Operational Planning, Business Operations, United States Oil Fund LP, US Market
External links 2008-10-30
Strategic Asset Management
An effective asset management system is designed to increase asset and resource effectiveness by providing a platform to support all types of asset classes and all types of work in a dynamic organization. In fact, proper use of an asset management system can significantly help maximize the utilization of...
Tags: Asset, Asset Management System, Asset Management, Operational Planning, Business Operations
White papers 2009-09-18
The Importance of Asset Allocation in an Investment Program
This article defines asset allocation in more detail, explains why asset allocation decisions are so critical, and recommends an action plan for determining a prudent asset allocation structure. To support the discussion, it also presents a case study that illustrates asset allocation decision making. Asset allocation defines the percentage of...
Tags: Asset, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2000-06-01
Asset Allocation In The Presence Of Varying Returns, Contribution Scenarios And Investment Horizons
The article talks about the individual investors for those asset allocations are often cited as the most important decision in the investment process. The success of any asset allocation strategy depends on a host of related variables. This article also explains the role of the asset allocation decision in the...
Tags: Asset, Asset Allocation, Asset Management, Operational Planning, Business Operations
White papers 2003-04-01
Global Capital Asset Death Spiral
William Ellard submits: About a year ago the US market starting seeing large asset write downs in the housing and financial markets. Since then, this crisis has spread to almost every asset class in the US. Auction Rate Securities [ARS], like student loans back fully by the US government that...
Tags: Financial, American Capital Strategies Ltd., American International Group Inc., Bank of America Corp., Citigroup Inc., E*Trade Financial Corp.
External links 2008-09-09
Sampo goes live with Trema Finance KIT 6.0 for enhanced asset management functionality and improved usability; One of Trema's longest-standing asset management clients upgrades to Trema's latest asset management-focused system; Sampo to benefit from impro
M2 PRESSWIRE-27 October 2003-TREMA: Sampo goes live with Trema Finance KIT 6.0 for enhanced asset management functionality and improved usability; One of Trema's longest-standing asset management clients upgrades to Trema's latest asset management-focused system; Sampo to benefit from improved reporting, limit and performance monitoring and ...
Tags: Sampo Plc., Trema
Research articles 2003-10-27
Mercer Survey: Emerging market equity firms charge highest fee; Asset classes with most capacity restraints and those that add value carry greater costs.(News)
Byline: Beatrix Payne LONDON - Emerging market equity managers charge the most of all traditional asset managers, according to a global survey of institutional asset management fees published this week by Mercer Investment Consulting Inc. The l Byline: Beatrix Payne...
Tags: asset, emerging market, equity, Mercer, survey
Research articles 2004-12-13
DWS Scudder Launches DWS Alternative Asset Allocation Plus
Fund of mutual funds offers retail access to alternative asset classes NEW YORK -- DWS Scudder, the U.S. retail division of Deutsche Asset Management DeAM, today announced the launch of the DWS Alternative Asset Allocation Plus Fund. The Fund is an open-ended mutual fund which seeks capital appreciation by...
Tags: asset, bond, Deutsche Asset Management, financial, investment, security, strategy
Research articles 2007-08-06
Fitch Presale Report: Westchester Tobacco Asset Securitization Corp
NEW YORK -- Fitch Ratings has issued a presale report on Westchester Tobacco Asset Securitization Corporation's tobacco settlement asset-backed bonds, series 2005. The presale report is available to all investors on Fitch's corporate site, www.fitchratings.com. For more information about Fitch's comprehensive subscription service Fitch Research, which includes all presale...
Tags: Fitch Ratings
Research articles 2005-06-07
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