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17 Resources for

fund manager

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BNET Business Dictionary

Fund Manager: somebody who manages the investments of a mutual fund or large financial institution; Fund Manager definition on BNET »

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Gartmore IPO Fully Covered - Sources: By Chris VellacottLONDON (Reuters UK) - The initial public offering of fund manager Gartmore is fully covered, two banking sources said on Monday.Gartmore is targeting around 400 million pounds offering up to 160 million shares for between 250p and 330p with final pricing due on Thursday. A Gartmore source confirmed...; Tags: Fund Manager, IPO, Banking, Pricing, Financial Planning, Investment, Financial Services, Gartmore IPO; News items 2009-12-17
Gartmore Cuts Share Sale as Europe IPOs Struggle: By Chris VellacottLONDON (Reuters UK) - Fund manager Gartmore GRTMO cut the price range on its planned initial public offering IPO on Friday, the third European share sale to land in trouble this month.Gartmore lowered its price range to 220-250 pence per share from 250-330 pence, confirming a Reuters story....; Tags: Pound, Fund Manager, Gartmore, IPO, Financial Planning, Investment, Bank of America Corp., Morgan Stanley; News items 2009-12-17
Fund Managers Agree to Super Fee Deal: More than 135 fund managers carrying about $1.1 trillion worth of assets have agreed to new standards that will allow customers to opt out of fees charged for financial advice in their superannuation funds.But the initiative, which is included in the Investment and Financial Services Association's IFSA new charter,...; Tags: Financial, Commission, Charter, Financial Service, Deputy, Fund Manager, Financial Advice, Sales Force Management, Financial Accounting, Financial Planning, Sales, Finance, AAP; News items 2009-11-17
Wrongheaded Advice from Kiplinger's Steve Goldberg: I like Kiplinger's Personal Finance magazine. And I like Kiplinger.com columnist Steve Goldberg. I think both do a pretty good job helping investors navigate their way through the thickets of the financial world. Perhaps Steve was just trying to be outlandish this week. Or maybe he had a hard time...; Tags: Fund, Stock, Fund Manager, Investor, Steve Goldberg, Taxes, Free Trade, Personal Finance, Financial Planning, Finance, Patrick McDevitt; Blog posts 2009-06-29
Is Your Mutual Fund Ripping You Off?: Do you find it hard to get worked up about a mere 0.5 percent in expenses on your mutual fund? If so, you're playing right into your fund manager's hands. But what you might not realize is that seemingly small differences expense ratios can lead to very large differences in...; Tags: Mutual Fund, Fund Manager, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Patrick McDevitt; Blog posts 2009-04-13

Short India Is a Perfect Emerging Market Trade: Rakesh Saxena submits: American fund managers investing in the emerging markets today are fundamentally assuming that, over a given time horizon, profits from equity investments will far exceed losses from currency devaluations. That assumption needs to be contextualized in the reality that, if investments in emerging markets like India were...; Tags: Equity Investment, Emerging Market, Fund Manager, Equity, Seeking Alpha, Rakesh Saxena, Financial Services, Investment, Marketing Research, Mutual Funds, Finance, Marketing, Human Resources, Benefits, Retirement Plans, India; External links 2008-10-29
CLS For Fund Managers: Continuous Linked Settlement CLS is rapidly becoming the foreign exchange settlement standard in the industry for banks, broker dealers, and multinational corporations, and all sectors have reported front and back-office benefits that extend far beyond settlement risk reduction. CLS can settle FX trades for both treasury and securities clearing and...; Tags: Fund Manager, Continuous Linked Settlement, Asset Management, Currency & Foreign Exchange, Benefits, Litigation, Financial Services, Operational Planning, Finance, Business Operations, Human Resources; White papers 2003-10-13
Investment Restrictions and Contagion in Emerging Markets: This paper analyzes an optimal portfolio rebalancing by a fund manager in response to a "volatility shock" in one of the asset markets, under sufficiently realistic assumptions about the fund manager's performance criteria and investment restrictions; and to analyze the sensitivity of the equilibrium price of an asset to shocks...; Tags: Asset, Volatility, IMF, Emerging Market, Fund Manager, Asset Management, Operational Planning, Business Operations; White papers 2005-09-01
IRS Launches New Reporting for 2004: The Internal Revenue Service IRS has launched new and revised forms for 2004 in order to further the goals of recent IRS policy initiatives. Many fund managers will need to comply with the recently released Form 8858, an information return affecting foreign disregarded entities. In addition, all fund managers will...; Tags: Ernst & Young LLP, Fund Manager, Internal Revenue Service, Business Structures, Finance; White papers 2005-01-01
Judging Fund Managers by the Company They Keep: This paper develops a performance evaluation approach in which a fund manager's skill is judged by the extent to which the manager's investment decisions resemble the decisions of managers with distinguished performance records. The proposed performance measures use historical returns and holdings of many funds to evaluate the performance of...; Tags: Harvard Business School, Performance, Fund Manager, Performance Management, Human Resources, Workforce Management; White papers 2004-05-21
Investable Hedge Fund Indices: An Assessment and Review: Investable Hedge Fund Indices have grown in numbers since the first meaningful introduction of these during 2003. While making their presence wide spread through a number of main providers, investors have been left with the task of considering whether or not IHFI's achieve in practice a better if not outright...; Tags: Hedge Fund, Fund Manager, Investment, Financial Services, Finance; White papers 2004-11-16
Mutual Funds and Portfolio Turnover: This article addresses two questions about portfolio turnover. First, are fund managers on average turning over their portfolios more frequently than in the past? Some commentators suggest an answer that uses an averaging method that is heavily influenced by a relatively small number of funds with high turnover rates. An...; Tags: Investment Company Institute, Mutual Fund, Fund Manager, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance; White papers 2004-11-17
Anchor Your Portfolio With Index Funds: One of the most basic distinctions between mutual funds is whether the fund manager employs an active or a passive management approach. An active management style means the fund manager uses analytic or forecasting tools to select individual stocks for the fund portfolio. In a passive approach, the fund manager...; Tags: Stock, Fund Manager, Index Fund, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance; White papers 2003-01-01
Fund Manager Stats: Never mind ranking mutual funds while developing a scorecard for fund managers. The article talks about rating portfolio managers with alpha rankings. Alpha helps to measure whether a manager is adding value to a client's diversified portfolio. Alpha analysis enables to see the value added by a manager in relation...; Tags: Fund Manager, Thomson Corp., Error, Manager, Alpha, Alpha Analysis, Mutual Funds, Retirement Plans, Investment, Strategy, Human Resources, Benefits, Finance, Management; White papers 2003-01-01
Index Fund Management: A Basis Point Game: Managing an index fund is a basis-point game. Unlike active equity managers, who hope their fund's performance will consistently rank high relative to their benchmark and peers, index fund managers are usually indifferent about the absolute performance of the index itself. That is not to imply that index fund managers...; Tags: Game, Performance, Fund Manager, Equity, Benchmark, Performance Management, Investment, Financial Services, Human Resources, Workforce Management, Finance; White papers 2003-10-01
Thy Neighbor's Portfolio : Word-Of-Mouth Effects In The Holdings And Trades Of Money Managers: This paper explores the hypothesis that investors spread information and ideas about stocks to one another directly, through word-of-mouth communication. This hypothesis comes up frequently in informal accounts of the behavior of the stock market. The stockholdings of any given fund manager respond more sensitively to the holdings of other...; Tags: Stock, Harvard Knowledgebase, Fund Manager, Mutual-fund Manager, Investment, Mutual Funds, Retirement Plans, Finance, Human Resources, Benefits; White papers 2003-05-01
Fund Managers: Concerned with Their Bottom Line, Not Yours: Fund managers like to encourage their investors to believe that they're in a partnership, working together to achieve investors' long-term financial goals. But they're not your partner. And every so often a fund manager acknowledges this fundamental truth, as one did recently. by Nathan Hale; Tags: Fund Manager, Financial Accounting, Business Structures, Finance, Nathan Hale; Blog posts 2009-12-07

Additional Resources

How Australia's richest fund manager beat the market: Boyd: Australia's best international fund manager, Kerr Neilson, has shared the strategy he used to beat the MSCI world stock index by 35% in 2009. Neilson's $7.9 billion Platinum Capital fund achieved a return in the year to June of 18.4% when the MSCI World Index fell 15.7%. Platinum's nearest best...; Tags: portfolio, Morningstar Inc.; News items 2009-08-12
When Less Is More (What Is The Value Of A Mutual Fund Manager's Tenure?): What is the value of a mutual fund manager's tenure? Do they improve with experience or are they merely an expensive adornment? In short, does a fund manager with more time at the helm "manage" a portfolio any differently than a manager new to a fund? Article provides the explanation...; Tags: Mutual Fund, Tenure, FinancialCounsel.com, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance; White papers 2003-01-01
UK fund manager offers a ray of hope on split trusts.: Aberdeen Asset Management, the UK fund manager, offered a ray of hope to holders of split capital trusts by becoming the first fund manager to offer any form of compensation. It proposes to underwrite the losses of 7,000 investors in its Aberdeen Pro Aberdeen Asset Management,...; Tags: Aberdeen Group Inc.; Research articles 2002-06-16