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- What's Behind The Numbers?
- The article focuses on the importance of achieving numbers in order to judge the performance. It argues that selecting an investment manager is really all about selecting a manager who can produce the best numbers in the future. It can be argued about what numbers – should they be risk...
- White papers 2002-01-01
- 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...
- White papers 2002-01-01
- What Risk Premium Is "Normal"?
- In the current circumstance, in which stocks appear to have a near-zero or negative risk premium relative to government bonds, is abnormal in the extreme. Even if one percent is added to the risk premium, to allow for the impact of stock buybacks, today's risk premium relative to the more...
- White papers 2002-04-01
- The Death Of The Risk Premium : Consequences Of The 1990's
- One of the most striking developments of the 1990's is the evaporation of the forward-looking risk premium for stocks, measured relative to bonds. This development is new enough that it is not yet widely accepted as fact. Whether fact or mere hypothesis, it is useful to consider the implications of...
- White papers 2003-01-01
- 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...
- White papers 2003-01-01
- How Well Have Taxable Investors Been Served In The 1980's and 1990's?
- Management of taxable investment capital is carried out with very little regard for the consequences of after-tax returns. Frequently, taxable investors not only pay hefty fees, but also face active trading which triggers massive tax consequences. One reason investors have not given tax considerations their appropriate due is, of course,...
- White papers 2003-01-01
- The Management And Mismanagement Of Taxable Assets
- As the adage implies, taxes are unavoidable, as we are all made acutely aware each April. In addition, individual investors are not alone. Virtually all companies also contend with the taxes, not only on operating earnings but also on large segments of their investable assets. Despite the inevitability and importance...
- White papers 2003-01-01
- Loss Harvesting : What's It Worth To The Taxable Investor?
- Loss harvesting has become a well-known tool for the management of taxable portfolios. By "harvesting" losses, one can realize capital losses, which, for tax purposes, can be offset against any gains an investor may have. Often, this can bring the capital gains taxes down to zero or even create loss...
- White papers 2003-01-01
Additional Resources
- News: In brief - First Quadrant to be sub-advisor for IG.(Investors Group Inc.)(Brief Article)
- First Quadrant has been appointed as sub-advisor on a $1.9bn fund for Investors Group of Canada. First Quadrant has taken the mandate from YMG Capital Management on the Investors Asset Allocation Fund. The fund heavily relies on quantitative analysis and First Quadrant is the...
- Research articles 2002-10-21
- FIRST QUADRANT RAISES $140 MILLION FOR POOLED FUNDS.
- LONDON -- First Quadrant has raised $140 million for four market-neutral pooled funds covering the United States, the United Kingdom, Japan and a combination of the three markets. About $50 million came from U.K. pension funds, with some money al LONDON --...
- Research articles 1999-08-09
- In brief: First Quadrant names CIO/Waller returns to CheckFree/Banco Madrid buys fund manager.
- First Quadrant, the Pasadea-based active equity manager, has promoted Max Darnell to chief investment officer.He was previously the firm's director of research, a role that he will continue to fulfil. He will work alongside Christopher Luck, head of First Quadrant, the Pasadea-based active equity manager,...
- Research articles 2003-01-28
- People News: First Quadrant loses Brown to Watsons.(Robert Brown)(Brief Article)
- Robert Brown has left his role as managing director of First Quadrant to join Watson Wyatt. From October, Mr Brown will be a senior consultant in Watson's investment practice. Robert Brown has left his role as managing director of First Quadrant to join Watson...
- Research articles 2002-08-26
- Money management: Departure doesn't slow First Quadrant business; California quant shop is rebounding from plunge in assets and loss of founder Arnott.(News)(Rob Arnott)
- Byline: Cecily O'Connor PASADENA, Calif. - Executives at First Quadrant LP say business is thriving, despite the high-profile departure last year of founder and Chairman Rob Arnott. The firm, which offers quantitative, fundamental investment strategies, has added four institutional global tactical...
- Research articles 2005-06-27
- First Quadrant boosts European presence with joint venture.
- Byline: Pirkko Juntunen First Quadrant, the California-based quantitative investment management firm, is strengthening its presence in Europe through a joint venture with Informed Portfolio Management IPM, a Swedish asset manager.The two firms will create an investment house that offers tactical asset allocation and...
- Research articles 2003-06-24
- Beliossi leaves First Quadrant.
- Giovanni Beliossi is leaving First Quadrant's London operation at the end of May. Beliossi, who reports to Alex Weiland, director of European sales and marketing, was an associate director for alternative investments. First Quadrant is a fundamentally based quantitative manager based in Pasadena. The firm, which...
- Research articles 2002-05-26
- A new hedge: First Quadrant rushes in where many fear to tread with Premier fund.(Brief Article)(Statistical Data Included)
- First Quadrant can't get enough of hedge funds, even as dozens of other hedge fund operators have been rushing for the exits. The Pasadena, Calif.-based money manager is planning to roll out a hedge fund that will combine its domestic and international market-neutral and...
- Research articles 2000-06-26
- Tasmanian superannuation fund Quadrant...
- Aug 21, 2006 (Money Management - ABIX via COMTEX) -- Kim Harper, who has over 20 years experience in financial services, has joined Quadrant First. Quadrant First is the financial planning arm of Quadrant Super, the Tasmanian superannuation fund. S Aug 21, 2006 (Money...
- Research articles 2006-08-21
- Gartner Sued Over Magic Quadrant for Alleged Damages of $132M plus Punitives of $1.3B
- I found this story today, entitled Gartner's Magic Quadrant Goes to Court , about ZL Technologies who, citing damages of $132M, has decided to sue Gartner over its Magic Quadrants . From ZL's web page on the suit : ZL Technologies, a San Jose-based...
- News items 2009-10-20
- MKS Positioned in Leaders Quadrant in the Software Change and Configuration Management for Distributed Platforms Magic Quadrant.
- WATERLOO, ONTARIO, Jan 28, 2008 Marketwire via COMTEX -- MKS Inc. MKS (TSX:MKX) announced today that it has been positioned in the "Leaders" quadrant in Gartner's first ever "Magic Quadrant for Software Change and Configuration Man WATERLOO, ONTARIO, Jan 28, 2008 Marketwire via COMTEX -- MKS...
- Research articles 2008-01-28
- Sterling Commerce Positioned in the 'Leader' Quadrant for the B2B Gateway Providers Magic Quadrant in First Quarter 2006
- COLUMBUS, Ohio -- Sterling Commerce, the multi-enterprise collaboration company and AT&T Inc. (NYSE:T) subsidiary, announced today it was positioned in the "Leader" quadrant of Gartner's Business-to-Business (B2B) Gateway Providers 1Q06 Magic Quadrant(1). This placement follows on the announcement that Sterling Commerce is positioned in the "Leader" quadrant for the Gartner...
- Research articles 2006-02-28
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