Resources

18 Resources for

fixed income and strategy

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News & Analysis: Strategies, Products & Mandates - Aberdeen's 'quantum leap' earns Deutsche client base.(Aberdeen Asset Management; Deutsche Bank)
Aberdeen Asset Management is likely to keep most of Deutsche Bank's institutional clients in the UK once its acquisition deal is completed. The agreement between the two firms involves Aberdeen buying Deutsche's institutional equity, fixed income, gl Aberdeen Asset Management is likely to keep most of...
Tags: Aberdeen Group Inc., analysis, asset management, Deutsche Bank AG, fixed income, strategy
Research articles 2005-07-01
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
Bond managers adopting absolute-return strategies; Pulling out the stops to increase alpha.(News)
Byline: Joel Chernoff SAN FRANCISCO - Move over, traditional fixed income. Absolute-return strategies have arrived. A growing number of "best ideas'' strategies - designed to pick up alpha, or excess return, from a variety of source...
Tags: BlackRock Inc., bond, fixed income, interest rate, strategy
Research articles 2005-08-22
`Best ideas' strategies prosper; Quest for alpha puts new face on fixed income: absolute return.(News)
Byline: Joel Chernoff Move over traditional fixed income. Absolute-return strategies have arrived. A growing number of "best ideas'' strategies - designed to pick up alpha from a variety of sources while benchmarked against a cash return - Byline: Joel Chernoff...
Tags: BlackRock Inc., bond, fixed income, strategy
Research articles 2005-08-08
News: ABN Amro absolute return fund will use fixed income investment strategy.
Demand for investment funds that can exploit opportunities in all market environments has led ABN Amro Asset Management to launch the Absolute Return Advantage fund. Demand for investment funds that can exploit opportunities in all market environments has led ABN Amro Asset Management to...
Tags: ABN AMRO, fixed income, strategy
Research articles 2006-02-13
Currency Dependence in Global Markets: The Need for More Detailed Risk Models
This issue of Horizon deals with the effects of globalization, industry consolidation, and the growth of fixed income spread products on the management and modeling of risk. These trends have given rise to new customer requirements for fixed income investing and multi-asset class, firm-wide risk management. This article looks closely...
Tags: Fixed Income, Barra, Globalization, Financial Services, Investment, Research & Development, Strategy, Management, Finance, Business Operations
White papers 2002-04-11
Knowledge Representation Architecture for Context Interchange Mediation: Fixed Income Securities Investment Examples
This paper examines knowledge representation architecture to support context interchange mediation. For autonomous receivers and sources sharing a common subject domain, the mediator's reasoning engine can devise query plans integrating multiple sources and resolving semantic heterogeneity. Receiver applications obtain the data they need in the form they need it without...
Tags: Mediation, Knowledge, Massachusetts Institute Of Technology, Fixed Income, Investment, Strategy, Financial Services, Finance, Management
White papers 2001-08-01
Fixed Income Capabilities
Risk management is integral to all of the investment strategies. Every client portfolio has risk controls embedded into its investment process, and the proprietary risk management system grants us the capability to analyze every bond in every client portfolio on a daily basis to confirm that we are bearing only...
Tags: Investment Strategy, Fixed Income, Risk Management, Morgan Stanley, Financial Planning, Financial Services, Strategy, Investment, Security, Finance, Management
White papers 2002-04-01
Strategies For A Low Yield World
In this era of very low interest rates and yields, all fixed income investors are finding that the returns from their portfolios are under pressure. This is especially true of official investors such as central banks and government funds, whose asset allocations have tended to be towards the lower risk...
Tags: Asset, Strategy, Fixed Income, Investor, State Street, Asset Management, Financial Accounting, Financial Services, Operational Planning, Business Operations, Finance
White papers 2003-07-01
Global Fixed Income Portfolio Management
Global income investing has become very popular over the last decade as investors worldwide sought more favorable risk-return tradeoffs by combining international positions with domestic alternatives. The primary purpose of this paper is to develop a model that properly specifies risks and returns, so that the global investor may make...
Tags: Asset, Risk, Fixed Income, Investor, Asset Management, Financial Accounting, Strategy, Operational Planning, Business Operations, Finance, Management
White papers 2000-12-06
Top strategies stay course; Fixed income: Commodities keep Credit Suisse at top for another quarter.
Byline: Mark Bruno Credit Suisse Group's Total Commodity Return strategy held a familiar spot as the best-performing fixed-income portfolio for 2005, continuing to top high-yield and long duration strategies. Credit Suisse Group's approach produ Byline: Mark Bruno Credit...
Tags: strategy, Credit Suisse Group AG, bond, fixed income
Research articles 2006-02-20
Fixed income: Top spot goes to currency strategy, but high yield dominates list.(Special Report: Top-performing managers)
Byline: DOUGLAS APPELL High-yield bond strategies dominated the fixed-income portion of the Morningstar Separate Account Monitor for the year ended Dec. 31, with portfolio managers citing bottom-up credit picking as a key to topping the performanc Byline: DOUGLAS APPELL High-yield...
Tags: fixed income, Morningstar Inc., strategy
Research articles 2007-02-19
Reuters Announces Next Generation Transaction Strategy; Advanced Electronic Trading Capabilities for Fixed Income, Equities and Foreign Exchange Announced
LONDON -- Reuters, (LSE: RTR, NASDAQ: RTRSY) the global information group, today unveiled plans to help banks extend the reach and distribution of their tradable prices and liquidity over Reuters 327,000 desktops via a new advanced suite of electronic trading capabilities. The new transaction capabilities are a key component of...
Tags: equity, fixed income, foreign-exchange, strategy, Thomson Reuters Corp.
Research articles 2004-11-18
Fixed income: High-yield carries the day, accounting for 8 of the top 10 strategies in the 2nd quarter; Leaders Once Again.(Top-performing managers)
Byline: Jenna Gottlieb Domestic high-yield bond managers dominated other fixed-income strategies in the performance sweepstakes for the 12 months ended June 30. According to the Morningstar Inc. Separate Account/Commingled Fund Database, eight Byline: Jenna Gottlieb Domestic...
Tags: accounting, bond, fixed income, leader, Morningstar Inc., performance, strategy
Research articles 2006-08-21
Fixed income: U.S. high-yield remains dominant, still controls 8 of top 10 strategies.(Special Report: Top-Performing Managers)
Byline: Rob Kozlowski Domestic high-yield bond managers dominated with eight among the top 10 fixed-income strategies in the Morningstar Inc. Separate Account/Commingled Fund Database for the year ended Sept. 30. The top five overall fixed-incom Byline: Rob Kozlowski ...
Tags: bond, fixed income, Morningstar Inc., strategy
Research articles 2006-11-13
Fixed income: Core-plus portfolios look to be on comeback trail after 3 hard years.(Statistical Data Included)
Core-plus fixed-income portfolios, battered by rising bankruptcy rates and weak overseas markets, are starting to see daylight. After three years of volatile fixed-income markets that have damped down returns, particularly for more aggressive core- Core-plus fixed-income portfolios, battered by rising bankruptcy rates and...
Tags: BlackRock Inc., bond, fixed income, strategy
Research articles 2002-02-18
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
A Global Fixed Income Approach to Absolute Return
This paper describes how an unconstrained long-only global fixed income strategy, managed against the Lehman Brothers Global Aggregate Index, can serve as the framework for an absolute return strategy. Both strategies would have the same investment universe, but the absolute return strategy would include long and short positions. In an...
Tags: Return, Fixed Income, Franklin Templeton Investments, Strategy, Management
White papers 2005-03-01

Additional Resources

Portfolio Construction and the True Nature of Cash, Fixed Income and Equities
A clear understanding about how cash, fixed income and equities behave is essential to successfully managing your investment portfolio. Related to this, a significant factor in preserving and growing your wealth is the creation and management of a sound asset mix strategy. As any experienced investor knows, emotion and investment...
Tags: Asset, Fixed Income, Investment Decision, Equity, Investment, Financial Services, Asset Management, Finance, Operational Planning, Business Operations
White papers 2004-04-29
Risk and Return in Fixed Income Arbitrage: Nickels In Front of a Steamroller?
This paper has conducted an analysis of risk and return characteristics of fixed income arbitrage. It shows that a widely-used fixed income arbitrage strategy based on swap spreads generates sizable positive excess returns over an extended period. The findings shows, that most of these excess returns represent compensation for risk;...
Tags: Financial, Fixed Income, Investment, Financial Services, Finance
White papers 2004-04-01
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