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- Asset Management News: DSTi buys Askari
- State Street has sold its risk management software unit Askari to UK firm DST International DSTi. No price has been put on the value of the deal because, according to a DSTi spokesperson, the sale of Askari emerged from an "internal discussion" between DSTi and State Street for which "no...
- Research articles 2003-03-03
- Measuring purchasing's value.
- State Street and DuPont track cost savings as well as cycle time reductions and customer satisfaction. Regular reporting of information technology IT buyers' performance--in terms of clear measures like contributions to earnings per share--is an important best practice, according to members of...
- Research articles 2001-07-19
- Watson Wyatt and State Street to enter joint venture in total benefits outsourcing
- WASHINGTON--BUSINESS WIRE--Dec. 6, 1995--Watson Wyatt Worldwide, one of the world's largest human resource consulting and benefits outsourcing firms, and State Street Boston Corp. (NYSE:STT), a leading global servicer and manager of financial assets, have signed a letter of intent to form a joint venture to provide benefits outsourcing services.The new...
- Research articles 1995-12-06
- International Diversification
- This article describes the various advantages associated with the international diversified portfolio. The idea behind international diversification is that by adding non-U.S. assets to a U.S. portfolio, investors reduce portfolio-level volatility and, thereby, generate better risk-adjusted returns. In any given period, portfolio returns in international markets may be higher or...
- White papers 2002-07-15
- Market Uncertainty And The Role Of Indexing: Part II
- The article states that it is important for all investors to evaluate their portfolios regularly and make adjustments. However, any modifications should be based on changes in long-term expectations - not short-term uncertainties. While regular reviews may result in updated assumptions and ultimately adjustments to the portfolio, priority should first...
- White papers 2003-07-08
- A Comparison Of US Broad Based Indexes
- This article is about the Comparison of US Broad Based Indexes. The birth of indexing dates back to the 1950s with the creation of Modern Portfolio Theory, which defined the benefits of portfolio diversification and, subsequently, the market portfolio as the optimal risk-adjusted portfolio. Today indexing has emerged as one...
- White papers 2003-01-01
- Benchmark Index Comparisons
- In the US, plan sponsors, consultants, and investment managers have thoroughly dissected the many popular and well-known US equity indices with the goal of determining the most appropriate benchmark for asset allocation and performance measurement. However, in the case of global equity indices, this exercise is less common. This article...
- White papers 2002-06-30
- ETFs: Why The Sudden Interest?
- Exchange Traded Funds ETFs have become the hot topic in the passive management community. Any product that can capitalize on the tremendous success that index products have enjoyed, in both the retail and institutional markets, is sure to gain market attention. ETFs are commingled investment products that are typically structured...
- White papers 2000-03-31
- The Future of Asset Management: Separation of Market Returns and Value-Added
- The way that investments are managed will fundamentally change in the coming decades. The changes will unfold as investors and managers seek out portfolio structures that maximize the likelihood of meeting investment objectives. The distinguishing feature of the structure foreseen is that the market returns elements of a portfolio -...
- White papers 2003-10-03
- Liquidity Black Holes
- This paper concerns with the grand subjects of monetary policy although not directly or the flow of private savings, but with liquidity conditions for trading in the capital markets. Liquidity is under-researched because it is hard to measure the price impact of trading without detailed information on who sold what,...
- White papers 2001-12-01
- Hedge Fund Indexing: The Art of the Discipline
- Hedge funds have become increasingly popular among institutional investors due to their potential for generating positive returns in any market environment. This paper outlines the theoretical and practical challenges of applying an investable index-based approach to an actively managed hedge fund industry, and seeks to identify the potential value that...
- White papers 2005-03-01
- Hedge Fund-of-Funds Asset Allocation Using a Convergent and Divergent Strategy Approach
- Hedge fund asset allocation can be a challenging endeavor given the dearth of tools available to deal with the unique statistical characteristics of long and short strategies. From a top-down perspective, the hedge fund industry is classified into several substyle categories including long/short equity, market neutral equity, convertible bond arbitrage,...
- White papers 2004-04-01
- Globalization, Non-U.S. Mid And Small Cap Stocks And Asset Allocation
- The article emphasizes that the pattern of global production likely becoming more efficient, reasons for moving to the world market portfolio include: Diversification, Potential return enhancement and Broader investment opportunity set. In this regard, the absence of non-U.S. mid and small cap stocks often represents one of the biggest gaps...
- White papers 2000-04-30
- Risk Management For Hedge Fund Strategies
- The article states that U.S. Equity Market Neutral strategies are viewed to be among the most straightforward and easily understandable types of hedge fund. These strategies are designed to take advantage of the spread between returns of attractive stocks on the long side and unattractive stocks on the short side....
- White papers 2001-06-21
- The Future Of Asset Management:Separation Of Market Returns And Value-Added
- This article states that the way investments are managed will fundamentally change in the coming decades. The changes will unfold as investors and managers seek out portfolio structures that maximize the likelihood of meeting investment objectives. Although the changes will unfold incrementally due to the presence of entrenched institutional practices,...
- White papers 2003-01-01
- Creating Investment Policy
- An investment policy statement is an important document that will develop a "blueprint" for managing an organization's assets. A well-developed statement will establish long-term objectives, promote adherence to these objectives, provide a disciplined process, and serve as a guide through difficult markets. Creating an asset allocation policy is an interactive...
- White papers 2003-04-22
- Asset Allocation For Psych Majors
- The bulk of research on financial and portfolio theory relies on the assumption that investment returns have statistical properties corresponding to some flavor of normal distribution. While this assumption leads to an extensive and impressive mathematical framework for managing money, even the leading purveyors of Modern Portfolio Theory admit its...
- White papers 2002-03-15
- Currency As Part Of Asset Allocation
- Asset Allocation is the single most important determinant of portfolio performance. In well-diversified portfolios, studies have shown that asset allocation decisions explain over 90% of the difference in plan returns. Despite the importance of asset allocation, many investment plans do not have professional and regular monitoring of the overall asset...
- White papers 2001-09-30
- Stable Value Vs. Money Market Funds
- This article emphasizes that a stable value participant is subject to the Equity Wash rules. A participant may only invest stable value assets in a competing investment option by first transferring assets from the stable value portfolio to a non-competing investment and the assets must remain in the non-competing investment...
- White papers 2001-06-20
- Why REITs? Why Now?
- This article is for investors who invest in the asset class, and for those pondering whether to take the plunge, and present the top ten reasons to own REITs and why now. Although public market real estate investment trust REIT performance over the past five years has seen a fair...
- White papers 2003-01-01
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