Resources

49 Resources for

equity and fixed income

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Fixed Income : commentary by Morningstar.
While equity markets have continued to strengthen, unit trusts performances have improved in the last week, when looking at the three-month returns. The three-month median performance has indeed risen to 2.2 per cent, compared with 1.9 per cent last While equity markets have continued to...
Tags: equity, fixed income, Morningstar Inc., performance
Research articles 2007-04-16
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)
Chattanooga General CHATTANOOGA, Tenn. - Chattanooga General Pension Fund hired Atalanta Sosnoff Capital to run $24 million in active domestic large-cap growth equities, confirmed Sharon Lea, pension technician. Partial funding will come from Ark Chattanooga General CHATTANOOGA, Tenn. -...
Tags: asset, equity, fixed income, hiring, Invesco, pension fund, pension plan, strategy
Research articles 2007-06-11
UPS AND DOWNS: Fixed income tops stocks in a mixed quarter; Equities: Property, hedge strategies beat out traditionally managed portfolios.(Brief Article)
Non-traditional separately managed accounts and commingled funds scored the biggest returns in the equity area during an otherwise dismal second quarter, according to the Pensions & Investments' Performance Evaluation Report. Also, value equities Non-traditional separately managed accounts and commingled funds scored the biggest returns in...
Tags: equity, fixed income, stock, strategy, United Parcel Service of America Inc.
Research articles 2002-08-19
Hirings; Ascension Health.(Hires firms to handle pension plan funds)
ST. LOUIS - Ascension Health hired Western Asset Management and Wellington to run $80 million each in enhanced S&P 500 index funds for its $1.5 billion pension plan, said Mark Amiri, treasurer. Western Asset will have a more derivatives-based a ST. LOUIS - Ascension...
Tags: asset, equity, fixed income, hedge fund, hiring, investment, pension plan
Research articles 2003-03-17
News Briefs.
Milliman terminates, sues Kalwarski WASHINGTON - Milliman USA terminated Eugene ``Gene'' M. Kalwarski as equity principal and sued him for $2 million, claiming he violated a part of his contract requiring confidentiality of company and client info Milliman terminates, sues Kalwarski ...
Tags: Enron Corp., equity, fixed income, Invesco, watch
Research articles 2002-11-11
At Deadline.(includes, Arizona State Retirement System issues request for proposals for investment managers)(Statistical Data Included)
Big changes at Arizona The $19 billion Arizona State Retirement System is issuing RFPs for up to three investment managers to run a total of $1.7 billion in active domestic large-cap core, value or growth equities, said CIO Paul Matson. Funding wi Big...
Tags: equity, fixed income, Northrop Grumman Corp., RFP
Research articles 2002-07-08
Morgan Melds Operations.(Brief Article)
Morgan Stanley is taking steps to bring its equities and fixed income departments closer together. Jerker Johansson, head of institutional equities, and Neal Shear, head of fixed income, will become co-heads of institutional sales and trading. These Morgan Stanley is taking steps to bring its...
Tags: equity, fixed income, Morgan Stanley
Research articles 2005-10-01
Hirings.
Aberdeen City Council ABERDEEN, Scotland -- The Aberdeen City Council Superannuation Fund hired Friends Ivory & Sime to apply a corporate engagement overlay program to a [pound]300 million ($434 million) passive balanced global equities portfo Aberdeen City Council ABERDEEN, Scotland...
Tags: 401(k) plan, board, equity, Fidelity Investments, fixed income, hiring, pension plan
Research articles 2002-02-04
News: Deutsche enhances NT offerings.(Northern Trust adds Deutsche Bank team, adding to efforts in enhanced passive products)(Brief Article)
Northern Trust is to introduce global passive equity, enhanced equity and passive fixed income capabilities to the European marketplace. Northern Trust is to introduce global passive equity, enhanced equity and passive fixed income capabilities to the European marketplace.
Tags: Deutsche Bank AG, equity, fixed income, Microsoft Windows NT, team
Research articles 2003-02-24
SOVRAN INVESTMENT TEAM LEAVES TO START NEW FIRM.(Review)
RICHMOND, Va. -- The entire investment team of Sovran Capital Management resigned last month after negotiations to buy the firm from Bank of America broke down. Eight employees, led by Sovran President Brad Coats, launched a new firm, Agincourt C RICHMOND, Va....
Tags: allocation, asset, asset allocation, benefit, benefit plan, bond, equity, fixed income, PIMCO, real estate, SEC
Research articles 1999-10-04
Hirings; Alameda County Employees.
OAKLAND, Calif. -- Alameda County Employees' Retirement Association hired Delaware International Advisers to run a $300 million value-oriented international equity portfolio, said a spokeswoman for the $3.6 billion pension fund. The portfolio had bee OAKLAND, Calif. -- Alameda County Employees' Retirement Association hired Delaware International...
Tags: asset, equity, fixed income, hiring, Invesco, performance
Research articles 2003-12-08
Gallegos leaves NYC Retirement Systems.(People)
Deborah Gallegos, chief investment officer of the $90 billion New York City Retirement Systems, has left the fund. According to an individual close to the situation, city Comptroller William C. Thompson sent an e-mail to staff members Feb. 16 saying Deborah Gallegos, chief investment officer...
Tags: equity, fixed income, news release, UBS AG
Research articles 2006-03-06
NISSAN REBALANCES PLAN, REDUCING LARGE-CAPS: BOOSTS INDEXED U.S., ACTIVE FOREIGN EQUITY.
GARDENA, Calif. -- Nissan Motor Corp. U.S.A. recently rebalanced its $280 million defined benefit plan and increased allocations to two managers as a result, said John French, controller. Barclays Global Investors, which runs $26 million in a Stand GARDENA, Calif. -- Nissan Motor Corp....
Tags: asset, company, equity, fixed income, Nissan Motor Co. Ltd., Phoenix Technologies
Research articles 1999-05-03
Morgan Melds Operations
Morgan Stanley is taking steps to bring its equities and fixed income departments closer together. Jerker Johansson, head of institutional equities, and Neal Shear, head of fixed income, will become co-heads of institutional sales and trading. These new p Morgan Stanley is taking steps to bring its equities and fixed...
Tags: equity, fixed income, Morgan Stanley
Research articles 2005-10-01
Morgan Stanley Reports First Quarter Results; Record Net Revenues of $8.5 Billion, up 24%; Record Revenues in Institutional Securities, Fixed Income, Prime Brokerage, Discover
NEW YORK -- Morgan Stanley (NYSE: MS) today reported net income for the first quarter ended February 28, 2006 of $1,636 million, up 17 percent from the first quarter of 2005. Net revenues total revenues less interest expense and the provision for loan losses were a record $8.5 billion, 24...
Tags: equity, fixed income, Morgan Stanley
Research articles 2006-03-22
BGI, MassMutual among managers reporting AUM.(Barclays Global Investors)
* Barclays Global Investors had [pounds sterling]881 billion ($1.5 trillion) in assets under management as of Dec. 31, up 24% from year-end 2004. Net new assets were [pounds sterling]48 billion in 2005, compared with [pounds sterling]58 billion the p * Barclays Global Investors had [pounds sterling]881...
Tags: asset, Barclays Plc., company, corporate governance, equity, fixed income
Research articles 2006-03-06
[S] Profiles of the Top 200 Pension Funds.(The P&I 1,000)(alphabetical listing includes San Francisco City & County Employees' Retirement System through State Farm Mutual Automobile Insurance Co.)(Illustration)
San Francisco City & County Employees' Retirement System ($ millions) Total assets 10,374 Defined benefit 9,590 Defined contribution 784 DEFINED BENEFIT PLAN: Employer DB contributions 0 Benefit payments 424...
Tags: asset, benefit, benefit plan, contribution, defined contribution plan, employee benefit, equity, Fidelity Investments, fixed income, investment, Pimco, State Farm Mutual Automobile Insurance Co., stock
Research articles 2003-01-20
Fixed Income commentary by Morningstar.
Not surprisingly, given the strength of equity markets in recent months, the IMA fixed income sectors performed at the bottom of IMA league tables for the three months ended 28 May 2007. They continued, though, their one-year trend of trumping Japan Not surprisingly, given the...
Tags: equity, fixed income, Morningstar Inc.
Research articles 2007-06-04
Hirings.(American Express Retirement Services hires Morningstar Associates)
American Express MINNEAPOLIS - American Express Retirement Services hired Morningstar Associates to provide its ClearFuture online investment advice for American Express' plan sponsor clients. ClearFuture will be launched this summer, together wit American Express MINNEAPOLIS - American Express Retirement Services...
Tags: American Express Co., asset, equity, fixed income, hiring, J.P. Morgan Chase & Co., Morningstar Inc., Oppenheimer
Research articles 2003-02-03
[S] Profiles of the Top 200 Pension Funds.(Statistical Data Included)(Illustration)
San Francisco City & County Employees' Retirement System ($ millions) Total assets 11,230 Defined benefit 10,426 Defined contribution 804 * DEFINED BENEFIT PLAN: Employer contributions 0 Benefit payments 385...
Tags: asset, benefit, benefit plan, contribution, defined contribution plan, employee benefit, equity, Fidelity Investments, fixed income, investment, J.P. Morgan Chase & Co.
Research articles 2002-01-25
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