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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
- The Employees Provident Fund of Malaysia: Asset Allocation, Investment Strategy and Governance Issues Revisited
- In this paper, one will argue that the investment performance of the EPF Employees Provident Fund is seriously constrained by the nature of the provident fund scheme, by the regulations imposed upon it, and by financial markets that are under-developed. One of the key conclusions is that pension reform per...
- White papers 2003-05-03
- Dow Jones Newsletters Launches New Publication on Flourishing Hedge-Fund Industry; New ``Hedge Fund Trades'' Will Focus on Hedge-Fund Investment, Strategy and Performance
- NEW YORK -- Dow Jones Newsletters today launched a new weekly publication, "Hedge Fund Trades," that covers the thriving hedge-fund industry in the U.S. and around the globe. In the inaugural issue, "Hedge Fund Trades" examines how hedge funds are playing the retail sector; how one manager is putting options...
- Research articles 2005-10-24
- 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
- Ibbotson Announces Study on ``Buy-Write'' Investment Strategy; Covered-Call Investing Can Enhance Risk/Return Tradeoff of a Portfolio
- CHICAGO -- Ibbotson Associates, a leading provider of asset allocation knowledge and tools, today announced the results of its case study on the "covered-call" investment strategy represented by the CBOE S&P 500 BuyWrite Index BXM. The study was three-fold: 1) assess risk-adjusted performance of the BXM; 2) evaluate the role...
- Research articles 2004-09-09
- Performance Fibers Acquires the North American Business of Diolen Industrial Fibers, Inc.; Company Continues to Pursue Global Growth and Investment Strategy
- COLONIAL HEIGHTS, Va. -- Performance Fibers Holdings, Inc., an affiliate of Sun Capital Partners, Inc., announced today that it has acquired the North American business of Diolen Industrial Fibers, Inc. The acquisition is a key element of Performance Fibers' global growth strategy and will serve to increase the company's...
- Research articles 2005-08-17
- 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
- Turning Great Strategy into Great Performance
- The Idea in Brief Most companies' strategies deliver only 63% of their promised financial value. Why? Leaders press for better execution when they really need a sounder strategy. Or they craft a new strategy when execution is the true weak spot. How to avoid these errors? View strategic...
- Articles 2008-02-13
- Evaluating The Performance Of An Investment Center
- Evaluating the performance of a business strategy component is a significant activity in an organization. It helps in assessing performance of the overall business strategy and in imparting a definite direction to the business strategy. Return on Equity ROE, Return on Investment ROI, and Economic Value Added EVA are three...
- Presentations 2003-01-01
- Using Portfolio Analysis To Develop Corporate Strategy
- Every exploration and production company has the difficult task of deciding between a large number of competing oil and gas projects for future investments. Many companies are developing corporate strategies and making investment decisions without considering the relationship between the two. The result is a less than optimal financial performance...
- White papers 2003-01-01
- 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
- 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
- Tax Matters: A Call For After-Tax Benchmarks
- Generally, investors and the investment industry focus on pre-tax performance of investments when the after-tax performance is more important in satisfying investors' liabilities such as spending in retirement. Some investors do take the next step and focus on minimizing taxes; possibly an unfortunate consequence of the promotion of tax minimizing...
- White papers 2003-01-01
- 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
- 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
- Improving Prospecting Performance
- Prospecting is a process of selecting the best candidates for a sales pitch. By using research to build an understanding of your prospects' needs, you can define the companies and individual decision makers most likely to lead to a sale. Good prospecting identifies the quality candidates—those who are most likely...
- Articles 2007-11-07
- 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
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