Odds & Ends

August 2004
Investment Management Weekly;8/23/2004, Vol. 17 Issue 33, p11
Presents news briefs on the investment management industry in the U.S. as of August 23, 2004. Appointment of Peter Anderson as CIO of RCM; Use of institutional shareholder service corporate governance quotient in the due diligence process of the Florida State Board Administration; Constant decline in the amount of U.S. retirement assets held by the defined-benefit market.


Related Articles

  • Due diligence is getting more complex. McCurdy, Patrick J. // Futures: News, Analysis & Strategies for Futures, Options & Deri;May2012, Vol. 41 Issue 5, p50 

    The article presents a discussion regarding the aspects of due diligence in portfolio management, adapted from a white paper produced by Merlin Securities.

  • LSEG Will Sell Part of Russell Investments.  // Plan Sponsor News;2015, p91 

    The article reports the claim by the London Stock Exchange Group (LSEG) in England as of February 2015 that it plans to sell the investment management line of business of newly acquired Russell Investments, but it will keep its indexing operation. The group already completed its due diligence of...

  • Due Diligence Forum program.  // Money Management;8/25/2011, Vol. 25 Issue 32, p16 

    Information about topics discussed at the PortfolioConstruction Forum Conference's Due Diligence Forum sessions held at the Australian Technology Park in Sydney, New South Wales from August 23-25, 2011 is presented.

  • China A shares maturing into a diverse, attractive asset class.  // Asian Investor;Nov2012, p28 

    The article focuses on the Chinese equities market in relation to growth opportunities for investors. It says that portfolio managers in China have strengthened as a result of the Chinese corporate efforts towards corporate governance. It adds that portfolio managers are paying as close...

  • Research Council rolls up its sleeves. Williamson, Christine // Pensions & Investments;6/11/2007, Vol. 35 Issue 12, p8 

    The article informs that the Greenwich Roundtable, an organization that focuses on alternative investment research and education, just published the third in its series of due diligence primers for hedge fund investors. Written collaboratively by a subcommittee of 16 hedge fund professionals,...

  • Investment phitosophy is top European fund selection criteria. Hersch, Warren S. // National Underwriter / Life & Health Financial Services;Sep2013, Vol. 117 Issue 9, p23 

    The article focuses on the new report titled "European Fund Selectors 2013: Standing Out in a Crowded Market," which reveals that investment philosophy, transparency, and due diligence are the three most important criteria for European fund buyers when deciding on a portfolio manager. It says...

  • What's the alternative?  // On Wall Street;Dec2013, Vol. 23 Issue 12, pA6 

    The article discusses the important factors in performing due diligence on alternative investments. It is said that alternative investments provided much stability to portfolios that had included them. It is noted that there were 214 open-end alternative investment mutual funds in 2008 with 32.3...

  • Fresno County to Hear Tail Risk Recommendation. Lewis, Jakema // Investment Management Mandate Pipeline;2/6/2014, p1 

    The article reports on plans of Fresno County Employees' Retirement Association in California to incorporate tail risk hedging in its portfolio in 2014. It mentions due diligence visits being considered for Penso Advisors in New York, PIMCO in California and Western Asset Management Company in...

  • Index Participation Units, Market Tracking Risk, and Equity Market Demand. Switzer, Lorne N.; Zoghaib, Rana // Canadian Journal of Administrative Sciences (Canadian Journal of;Sep99, Vol. 16 Issue 3, p243 

    Examines the market tracking behavior of the Toronto Stock Exchange (TSE) 35 Index Participation Units (TIP) as a means of ascertaining their usefulness as a tool for hedging the Canadian market portfolio TSE 300. Test of the shape of the demand curve for equity in Canada; Benefits of TIP in...


Read the Article


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

Try another library?
Sign out of this library

Other Topics