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- 8th Circuit Rules on Investment Manager Performance Fees
- A recent decision by a federal court of appeals held that an investment manager's performance fees are permissible under ERISA as long as the fees are reasonable, even though the manger has the ability to affect the timing or amount of the fee. This novel decision is directly contrary to...
- White papers 2003-05-15
- Alpha Carry - A Closer Look at Active Investment Manager Fees
- Investment manager fees have preoccupied much of the investment industry's attention, especially during the last several months. Investment management fees, like investment returns, can be viewed in alpha and beta terms. Such an analysis produces a metric known as alpha carry, which measures an active manager's true cost and value....
- White papers 2004-03-01
- Investment Manager Outsourcing: Enhancing Your Competitive Advantage
- Outsourcing options that address and solve specific client need and requirements are wide-ranging. Investment managers may desire to outsource one or more highly discrete activities such as trade automation of performance measurement, or they may desire to outsource the entire back and middle office, thus concentrating almost exclusively on their...
- White papers 2005-01-29
- Trading Intelligently: Structuring Transaction Costs Across the Investment Process
- Investment managers seeking a competitive advantage in today's fast-moving equity markets look for insights into far more than simply stock performance and historical trading data. An investment manager seeking such insights needs to ensure that cost analysis and "cost awareness" exist at every step of the investment cycle, from portfolio...
- White papers 2005-03-29
- Can Elephants Dance? Asset Growth and Investment Manager Performance
- Can Elephants Dance? Institutional investors could be asking themselves this question after witnessing substantial consolidation in the asset management industry over the past market cycle. Regulatory changes in the US and the entry of foreign firms via acquisition spurred a race for market share that has consumed many venerable mid-sized...
- White papers 2003-08-01
- How is Technology Changing Real Estate Investment Management
- This "white paper" summarizes many of the issues facing real estate investment managers as they continually re-evaluate the impact of Internet-enabled technology upon their businesses?both as operators of investment management firms and as operators of space leased to a wide cross-section of other businesses and households). These investment decisions are...
- White papers 2000-09-12
- How is Technology Changing Real Estate Investment Management?
- This paper summarizes many of the issues facing real estate investment managers as they continually re-evaluate the impact of Internet-enabled technology upon their businesses?both as operators of investment management firms and as operators of space leased to a wide cross-section of other businesses and households. This paper primarily addresses the...
- White papers 2002-11-04
- Paying Up: The Hidden Cost Of Portfolio Management; Commission Recapture: A Way To Get Some Back?
- Paying up is paying a brokerage commission over and above the cost of pure execution in exchange for research or other services from brokers. The part of the commission in excess of the cost of execution can be viewed as an indirect fee beyond the negotiated management fee that investors...
- White papers 2003-01-01
- 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
- Tax Deferral And Other Benefits Of Private Placement Life Insurance
- It has been seen that the combination of an insurance trust and variable life insurance can potentially diminish both the income tax on investment earnings and the estate tax on an investment. As more and more investors realize, tax efficiency can have a dramatic effect on an investment's bottom line....
- White papers 2001-02-01
- Selecting Investment Managers in a Global Context
- Firms offering pension plans in more than one country may discover an excellent opportunity to reduce costs while creating synergies through adoption of a global approach to selecting investment managers. Many multinationals approach each of their pension plans in isolation, hiring investment managers for one pension plan without considering coordinating...
- White papers 2005-10-05
Additional Resources
- EnerVest Diversified Income Trust; Regarding Sale of Investment Manager.
- CALGARY, ALBERTA, Jun 17, 2004 CCNMatthews via COMTEX (TSX - EIT.UN) Regarding the sale of it's Investment Manager ("Cypress Capital Management Ltd.") EnerVest Diversified Management Inc., the Manager of EnerVest Diversified Income Trust ("EnerVest"), has been advised that the Investment Manager will remain...
- Research articles 2004-06-17
- People on the move: Handley hands-on at SSGA.(State Street Global Advisors investment manager Christopher Handley)(Brief Article)
- State Street Global Advisors SSGA, the investment management arm of State Street Corporation, has appointed Christopher Handley as an investment manager in the indexation team. State Street Global Advisors SSGA, the investment management arm of State Street Corporation, has appointed Christopher Handley as an...
- Research articles 2002-12-09
- Robert Doll, President and Chief Investment Officer, Merrill Lynch Investment Managers, to Participate in Investment Manager Panel at 2005 Merrill Lynch Financial Services Conference on November 17
- NEW YORK -- Robert Doll, president and chief investment officer of Merrill Lynch Investment Managers, is scheduled to participate in a panel discussion on the Investment Manager Industry at the 2005 Merrill Lynch Banking and Financial Services Conference on Thursday, November 17 at 2:40 p.m. ET.
- Research articles 2005-11-10
- Bebb appointed investment manager at Citi Quilter.
- Citi Quilter has appointed Torquil Bebb as an investment manager and vice-president at its London office, taking the number of London-based managers to 31.. Catherine Neilan Citi Quilter has appointed Torquil Bebb as an investment manager and vice-president at its London office, taking...
- Research articles 2008-03-10
- Russell Survey: Investment Manager Bullishness for U.S. Large-Cap Growth Soars - Now at Seven-Quarter Highs; Managers Expect Fed to Stop Raising Short-Term Rates Early Next Year
- TACOMA, Wash. -- Eighty percent of U.S. investment managers responding to the latest Investment Manager Outlook, a quarterly poll of investment managers conducted by Russell Investment Group, are bullish on the prospects for U.S. large-cap growth stocks over the next year. The managers' degree of bullishness for large-cap growth stocks...
- Research articles 2005-12-21
- Boutique investment manager Perennial...
- Jul 30, 2003 (Money Management - ABIX via COMTEX) The Australian investment manager, Perennial Investment Partners, has made a new appointment. It has appointed Lewis Bearman as its head of operations and he will take up the post in late July/early August 2003. Bearman...
- Research articles 2003-07-30
- Author and Investment Manager John Merrill to Appear on "Corporate Strategies with Tim Connolly" Sunday, January 7, 2007
- HOUSTON -- Author and Investment Manager John Merrill of Tanglewood Capital Management, Inc. to appear Sunday, January 7, 2007 on "Corporate Strategies with Tim Connolly". Mr. Merrill frequently appears on CNBC, and has recently appeared on Bloomberg TV and Bloomberg Radio. He will discuss 2006 investment results for the firm,...
- Research articles 2007-01-05
- Author and Investment Manager John Merrill to Appear on 'Corporate Strategies with Tim Connolly' Monday, May 7, 2007 at 10:00 a.m. ET
- HOUSTON -- Author and Investment Manager John Merrill of Tanglewood Capital Management, Inc. to appear Monday, May 7, 2007 on "Corporate Strategies with Tim Connolly." Mr. Merrill frequently appears on CNBC, and has recently appeared on Bloomberg TV and Bloomberg Radio. He will discuss 2007 investment results to date for...
- Research articles 2007-05-04
- Pentegra Retirement Services - Primary Plan Fiduciary for Over 500 Financial Institutions - Selects State Street Global Advisors as its New Investment Manager
- WHITE PLAINS, N.Y. -- Pentegra Retirement Services today announced that it has chosen State Street Global Advisors SSgA as its new investment manager for its more than $1 billion in qualified plan assets as part of its ongoing commitment to providing its clients with quality institutional funds. After extensively reviewing...
- Research articles 2005-12-26
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