Mellon Financial Corp.

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mellon financial corp. and strategy - All News and Analysis

• Beyond borders; International/global managers see assets increase 26% to $7.61 trillion, powered mostly by returns from strong markets worldwide.(Special Report: International/Global Managers)

  - 2007-06-25

  Byline: Douglas Appell Institutional investors worldwide continued to look beyond their home markets when allocating money during the year ended March 31, buoying money managers' overseas accounts by more than a quarter. The 185 investment manag Byline: Douglas Appell ...

  Tags: asset, home market, Mellon Financial Corp., strategy

• Assets near $25 trillion; Worldwide institutional assets of top 500 firms up 14.3% thanks to vibrant equity, real estate markets.(Money Management)(Statistical data)

  - 2007-05-28

  Byline: Douglas Appell The 500 largest money management firms saw their worldwide institutional assets under management climb 14.3% and their U.S. institutional tax-exempt assets jump 15% last year, according to Pensions & Investments' annual Byline: Douglas Appell The 500...

  Tags: asset, equity, Mellon Financial Corp., real estate, strategy

• Solium Capital Inc. Appoints New Director.

  - 2007-01-04

  CALGARY, ALBERTA, Jan 4, 2007 CCNMatthews via COMTEX -- Solium Capital Inc. (TSX VENTURE:SUM) is pleased to announce the addition of James Aramanda to its Board of Directors. Mr. Aramanda brings substantial expertise to the Board through his experience in the financial services industry. ...

  Tags: board, Mellon Financial Corp., Strategy

• News: Mellon buys Walter Scott & Partners.

  - 2006-05-22

  Mellon Financial is to acquire Walter Scott & Partners, an Edinburgh-based equity investment firm specialising in global and international strategies which has around GBP14.3bn under management. The deal marks a further step in Mellon's strategy to increase its non-US investment capabilities and take on...

  Tags: FINANCE, Investment, Mellon Financial Corp., Strategy, Walter

• Mellon closes on Walter Scott.

  - 2006-05-22

  Mellon Financial Corporation has purchased the Edinburgh-based equity investment company Walter Scott & Partners. Mellon, the parent company for Newton, bought the private firm which specialises in global and international strategies for an undisclosed sum. Walter Scott & Partners has AGBP14.3bn...

  Tags: FINANCE, Investment, Mellon Financial Corp., Strategy

• Investing: Overlay strategies shining brightly as source of alpha.(News)

  - 2005-06-13

  Byline: Cecily O'Connor After years in the background, overlay strategies are at center stage among alpha-hungry institutional investors. Money managers have enjoyed double- and triple-digit overlay asset gains over the past year as more institu Byline: Cecily O'Connor ...

  Tags: asset, Mellon Financial Corp., strategy, tax

• Top 50 managers of active domestic large-cap value equity; Ranked by internally managed U.S. institutional tax-exempt assets, in millions, as of Dec. 31, 2003.(2004 Databook)

  - 2004-12-27

  Rank, Manager, Assets 1 Dodge & Cox $46,052 2 Alliance Capital $28,295 3 Barrow, Hanley $26,853 4 Fidelity Investments $24,629 5 Aronson + Johnson + $12,319 Ortiz 6 Wellington...

  Tags: asset, equity, Fidelity Investments, Legg Mason Inc., Mellon Financial Corp., Strategy, tax

• The Power of Two

  - 2004-09-15

  Mellon Financial, once primarily a banking services provider, has increasingly become an outsourcer for other companies, handling in some cases all of their back-office operations. This new business focus has meant that Mellon's 3,000-member IT group now routinely juggles several projects worth roughly $200 million per year. And that has...

  Tags: Mellon Financial Corp., Strategy, team

• Solium Capital Inc. Appoints New Director.

  - 2004-08-14

  CALGARY, ALBERTA, Aug 13, 2004 CCNMatthews via COMTEX Solium Capital Inc. announces the addition of Russ Waterhouse to its Board of Directors effective August 12, 2004. Mr. Waterhouse has extensive experience in the international financial services industry with more than 12 years of experience...

  Tags: Benefits, Canada, CFO, FINANCE, Mellon Financial Corp., Strategy

• Currency powerhouse: A sum greater than the parts; If Mellon's long-term incentive plan retains key Pareto executives, the firms should help each other with a 'complementary set of strategies'.(News)

  - 2004-08-09

  Byline: Douglas Appell Mellon Financial Corp.'s decision to buy the 70% it doesn't own of currency shop Pareto Partners could spawn a combined currency operation that is greater than the sum of its parts, competitors say. But those prospects co ...

  Tags: incentive, Mellon Financial Corp., strategy