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- Have It Your Way
- Custom indexes may have many attractive features and have important roles to play in the investment process, from supporting investment strategy research to portfolio manager evaluation. First, any investment strategy that really deserves a custom index for fullest evaluation of management skill also requires reference to a standard benchmark's asset...
- White papers 2003-10-01
- Investment Strategies, Fund Performance and Portfolio Characteristics
- This paper studies the relation between fund performance and the fund manager's investment strategy, which is based on the characteristics of the portfolio. The results show that neither momentum characteristics nor the valuation of stocks can explain differences in fund performance. However, the paper finds a negative firm-size effect that...
- White papers 2004-01-29
- Investment Manager Characteristics, Strategy and Fund Performance
- This dissertation presents research essays evaluating the performance of managed funds in light of the investment strategy and manager characteristics exhibited by institutional investment companies. An analysis of investment performance with respect to a fund manager's strategy provides important information in determining whether performance objectives have been achieved. There are...
- White papers 2002-01-16
- A Smarter Investment Strategy for Insurers
- Like many investors, insurance companies have pursued greater gains in recent years through more complex and risky ventures. Although their investment strategies have changed, their performance measures haven't - a disconnect that has exposed them to billions of dollars in losses, which have destroyed shareholder value and led ratings agencies...
- White papers
Additional Resources
- Aligning Strategy and Performance
- From the executive summary: ‘As investment analysts grow more concerned about an organization's ability to deliver on its corporate objectives, companies must ensure that their performance is aligned with strategy. Too often, a company's share price takes a hit because of not fully executing strategy. Or even worse, a well-executed...
- White papers 2003-10-01
- 9 Critical Reasons to Automate Performance Management
- More and more, forward-thinking companies like yours are using innovative technology to automate their performance and talent management processes. Isn't it time your company enjoyed the same benefits? To learn more, download the complimentary eGuide "9 Critical Reasons to Automate Performance Management" now. Inside this...
- White papers 2007-11-01
- Innovations in Corporate Philanthropy: Adopting Balanced Scorecard Methodologies to Build Strategy and Evaluation Systems
- Corporate philanthropy should be seen as social investment rather than charity, and it should be linked to an enhancement of corporate value. To that end, companies must rebuild their social investment mission and clearly reposition it from a management perspective. Strategies must be put in place to efficiently and effectively...
- White papers 2001-12-01
- Goldman's D-e-e-e-e-p Look at Madoff
- Greg Newton submits: Did due diligence before Tremont saleBanned Madoff “more than a decade ago”Investigators looking into Bernard L. Madoff Investment Services LLC should probably drop off a subpoena at 85 Broad. Goldman Sachs GS — representing MassMutual MCI subsidiary OppenheimerFunds in its 2001 purchase of Tremont Advisers Inc ...
- External links 2008-12-22
- Identifying, Managing, and Nurturing Top Talent
- Talent is an indicator of one's capacity to learn, grow, and develop new skills for future use. It also suggests how quickly a person or organization can adapt to new challenges. In this article, "talent" is defined as a dormant or untapped quality that lies either in an individual employee...
- Articles 2007-06-27
- Gold, Oil, and More: 5 Rules for Investing in Commodities
- Diversifying your portfolio with a natural resources mutual fund or ETF will lower its volatility, offer a hedge against the dollar and ? usually ? provide some protection against stock market losses. You’ve heard about the importance of diversifying ad nauseam, and commodities will also help diversify your portfolio....
- Articles 2009-10-16
- How the Helio Buyout Process Went: Virgin Mobile Wanted To Bring In a Retail and Financial Investor
- Virgin Mobile USA bought Helio earlier this year, for a paltry $39 million in equity and getting $50 million in investment from British parent Virgin Group and SK Telecom (NYSE: SKM). That we reported on in detail at that time. Now finally, VMUSA has filed details of how the...
- External links 2008-12-12
- Simplicity-Minded Management
- The Idea in Brief Big companies have always been complex. But to cope with new challenges such as globalization, they've increased their complexity--with proliferating products, tangled reporting relationships, and duplicated processes. They've become unwieldy, ungovernable, and...
- Articles 2008-01-02
- The Benefits Of Alternative Investment Strategies In The Institutional Portfolio
- This paper presents an empirical study of the performance of Alternative Investment Strategies (AIS: hedge funds and managed futures). The different strategy sectors within the universe of AIS are introduced along with their specific return, risk, and correlation characteristics. Furthermore, the effect of including AIS in a traditional portfolio of...
- White papers 2001-11-19
- Pzena Investment Management, Inc. Q1 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator instructions And your first question comes from the line of Ken Worthington of JPMorgan. Ken Worthington – JPMorgan Good morning. May be first for Rich. I wanted to flush [ph] out some of the comments you had in your prepared remarks about what you gained...
- Earnings calls 2008-04-23
- Active Management Will Likely Get You Nowhere
- It seems like a never-ending battle. Active management continually tries to sell you on the hope of outperforming the market. And despite volumes of evidence that active management is a loser's game, some of you may still cling to that hope. There's a great Forbes article that will hopefully show...
- Blog posts 2009-06-22
- Survey Results Rank ICM Asset Management Performance Among Leading Firms; Small- to Mid-Cap Value Strategy Ranked in Top 15
- Business Editors SPOKANE, Wash.--BUSINESS WIRE--June 12, 2002 ICM Asset Management, Inc.'s performance has attracted national attention, while the firm's size has garnered regional mention. ICM's Small- to Mid-Cap Value investment strategy has earned returns that rank among the top 15 domestic equity managers for the latest quarter,...
- Research articles 2002-06-12
- Clock Ticking at UBS For Gruebel
- By Lisa Jucca, European Wealth Management CorrespondentZURICH (Reuters UK) - Turnaround wizard Oswald Gruebel must prove to investors he has not lost his magic by clearly mapping out UBS's road to recovery at a key investor event.UBS is expected to unveil business targets, and investor expectations for the no-nonsense Gruebel...
- News items 2009-11-16
- In brief: Amlin hires chief investment officer/Insight mandate win/Datamonitor/Amlin/Northern Trust.
- Amlin, a Lloyd's insurer, has appointed Jayne Thorburn as chief investment officer responsible for guiding investment strategy, asset allocation and fund manager performance.Thorburn was previously head of international equities at Halifax Fund Management. Amlin has over [pounds sterling]1bn in assets under management in its investment ...
- Research articles 2003-07-10
- What Has Better Returns And Lower Risk Than U.S. Equities? Managed Futures
- The U.S. stock exchanges are clearly the most visible and liquid forms of equity investment around the world. The media has made the stock indices and the companies whose price momentum drives the major exchanges, national and global news. The U.S. capital markets are the envy of the world in...
- White papers 2002-10-01
- Turning Around an Apparently Poor Hiring Decision
- The interviews went great, the job candidate performed well on tests and assessments, and the enthusiastic references had nothing but high praise for your latest hire. And yet, despite a careful recruiting and hiring process, now that this person is on your payroll, you or perhaps some of your colleagues...
- Articles 2007-02-28
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