Odds & Ends

August 2004
Investment Management Weekly;8/2/2004, Vol. 17 Issue 30, p11
Presents news briefs on the mutual fund industry in the U.S. as of August 2, 2004. Cessation of contract negotiations of Massachusetts Pension Reserves Investment Management Board with Silver Creek Partners; Decline in the assets of Putnam Investments in the second quarter of 2004; Lawsuit settlement of Teachers' Retirement System of Louisiana with FirstEnergy Corp.


Related Articles

  • Putnam Adds Timing Fee to More Funds.  // American Banker;12/3/2003, Vol. 168 Issue 231, p11 

    Putnam Investments Inc. said on Tuesday that it has expanded its effort to assure long-term investors it has their interests at heart by applying to more of its mutual funds a 1% redemption fee on the short-term fund trading known as market timing. The Boston, Massachusetts fund company said on...

  • Putnam Whistleblower Wants His Cut. Burke, Kevin // Money Management Executive;7/11/2005, Vol. 13 Issue 27, p1 

    The article presents information about a court case related to a scandal in mutual fund trading. Peter Scannell, a Weymouth, Massachusetts resident has filed a civil lawsuit in the Suffolk County Superior Court against Massachusetts Attorney General Thomas F. Reilly in an attempt to secure an...

  • Funds 2: Pigs fly at Putnam. Feldman, Amy // Money;Mar2004, Vol. 33 Issue 3, p29 

    This article focuses on changes at Putnam Investments following a lawsuit by federal regulators. Nothing like a scandal to spur change. After being sued by regulators--and watching investors flee--Putnam Investments has moved to cut fees and improve shareholder disclosure. As we argued in our...

  • VAs Under Pressure Over Market Timing. Lavine, Alan // Money Management Executive;11/17/2003, Vol. 11 Issue 45, p1 

    Reports on the possible effect of market timing problems in the mutual fund sector on the U.S. variable annuity (VA) industry. Reason for the subpoenas against VA issuers; Securities fraud charges against Putnam Investments; Issue on whether VA could be subject to class action lawsuits.

  • Illinois Educators Hands Out A's and F's. Giardina, Michael // Investment Management Mandate Pipeline;10/26/2012, p11 

    The article discusses the developments in the operation of Illinois-based educator pension fund, Teachers' Retirement System (TRS). It cites the move by the TRS to terminate the services of Brandes Investment Partners, Denali Advisors, Putnam Investment and Turner Investments after being listed...

  • Illinois Teachers' Defends Hedge Funds. Sorondo, Marc // Investment Management Weekly;2/5/2007, Vol. 20 Issue 5, p1 

    This article focuses on the move of the Teachers' Retirement System of the State of Illinois to defend its decision to allocate 2.5 percent of its $39 billion in assets to hedge funds. It explains that the investments are intended to provide additional diversification to the plan's portfolio in...

  • Carlson wins $100m more from Illinois.  // Invest Hedge;3/16/2015, p1 

    The article focuses on $100 million added to the $2.26 billion absolute return portfolio of the Teachers' Retirement System of the State of Illinois. It says that the allocation was for existing fund Carlson Black Diamond Thematic. It mentions that the asset allocation of the pension was 55%...

  • PENSION PERIL. MAREK, LYNNE // Crain's Chicago Business;12/19/2011, Vol. 34 Issue 51, p0001 

    The article reports that Illinois Teachers' Retirement System (TRS) is pumping its assets into higher-risk investment while using accounting methods. It says that the TRS in Springfield will distribute almost a third of its 37.8-billion dollar portfolio alternative investments. It states that...

  • Illinois' largest pension funds.  // Crain's Chicago Business;12/29/2003, Vol. 26 Issue 52, p86 

    This article presents statistical information on the largest pension funds in Chicago, Illinois. The article also ranks these funds by total assets. The majority of the state's largest pension funds are corporate funds. Combined, these funds had $133.1 billion in assets, followed by public funds...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics