TITLE

Odds & Ends

PUB. DATE
March 2005
SOURCE
Investment Management Weekly;3/28/2005, Vol. 18 Issue 12, p11
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Presents updates on issues and events related to the investment management industry as of March 28, 2005. Prediction on the returns for the industry in 2005 based on a survey; Move of Investment Technology Group Inc. to name Andrew Larkin managing director of client site sales and trading; Move of Prudential Retiremet to appoint Beverly Olivier and David Rowe as vice presidents of western region sales.
ACCESSION #
16887880

 

Related Articles

  • Meeting the Challenges. Fowler, Tom // Financial Planning;Jul2003 Supplement, Vol. 33, p7 

    Presents updates on the financial services industry in the U.S. as of July 2003. Improvements in the 'Independent Broker-Dealer Resource Guide'; Factors which hinder the success of independent financial advisers; Observations on the changes in the demands of investor clients.

  • JULIAN GIBBS. North, Kim // Money Marketing;11/25/2004, p64 

    Focuses on the fund launched by private equity firm St. Helens Capital in Great Britain. Investment in enterprising companies that are at the pre-initial offering stage; Management fees; Minimum investment required.

  • Tulare County to Conduct Asset Review. Lewis, Jakema // Investment Management Weekly;4/28/2008, Vol. 21 Issue 17, p1 

    The article reports on the plan of the Tulare County Employees' Retirement Association (TCERA) to reassess its asset mix during the second half of 2008, according to Dave Kehler, administrator at the California plan. Kehler added that the plan will possibly conduct an asset/liability study...

  • DWP accused of deviating from simplification over protected rights transfers.  // Money Marketing;2/3/2005, p2 

    Reports that the British Department for Work and Pensions has been accused of moving away from the concept of pension simplification by not allowing self-investment of protected rights. Role in restricting investments in insurance company and cash funds; Suggestion that insurance funds can be...

  • Bulk versus boutique. Greenwood, Nick // Money Marketing;9/15/2005, p30 

    Comments on the polarization of the fund management industry in Great Britain. Drawbacks in going for greater bulk of the portfolio; Alertness of the industry to managers who run money within a big organization; Citation of the top performers in the industry.

  • IFAP chief questions size of whole-of-market sector. Salmon, James // Money Marketing;10/13/2005, p3 

    Reports on the growing concern over the size of whole-of-market (WOM) adviser sector in Great Britain, following Aifa's decision to set up a new arm to accommodate WOM firms. Purpose for launching the Association of Financial Adviser (AFA); Failure to uncover any WOM firms from the launch of...

  • How to avoid a bland blend. Galagher, Phil // Money Management;6/9/2005, Vol. 19 Issue 20, p14 

    Shares insights into a number of opportunities exist for fund managers since the introduction of Financial Services Reform in Australia. Impact of technology development on portfolio construction; Efforts to increase portfolio performance; Reasons behind the development of the suggested optimum...

  • Size doesn't really matter. Gruver, James // Money Management;9/15/2005, Vol. 19 Issue 34, p12 

    Narrates that author's views on boutique assets in Australia. Contention on the real definition of boutique assets; Significance of accountability for a successful boutique organization; Disclosure of techniques used by the author's firm to capture prospect clients.

  • Keeping track of risks and rewards.  // Fund Strategy;8/21/2006, p12 

    The article reports that the rise in index tracking portfolio management techniques in Great Britain has created a demand for indices that are not constrained by the companies' value that make up the benchmark. An index will tell a portfolio manager and the clients whether or not a good result...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

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

Try another library?
Sign out of this library

Other Topics