BANKING ON DISASTER
- On its own two feet. // MEED: Middle East Economic Digest;5/20/2005, Vol. 49 Issue 20, p44
Reports on the performance of Saudi Investment Bank in the financial services industry in Saudi Arabia as of May 2005. Profit and loss; Expansion initiatives; Number of mutual funds launched by the bank; Percentage of increase in total assets.
- Western Banking Spreads in China. Shister, Neil // World Trade;May2004, Vol. 17 Issue 5, p62
Features the BMO Financial Group, a full-service investment firm in Canada. Company background; Business operations; Participation in China's trade with the U.S.; Information on the banking development in China.
- Unit Trusts Designed For Diseases. Abrams, Sandra Lea // Investment Dealers' Digest;11/1/2004, Vol. 70 Issue 42, p15
The article presents information on unit trusts designed by investment banks for particular diseases. WellSpring BioCapital Portners, a small biotechnology and healthcare investment bank, has created five unit investment trusts, or UlTs, for retail investors who have on interest in a particular...
- Managers talk orbits, but still walk indexes. Bright, Greg // BRW;09/17/99, Vol. 21 Issue 36, p113
Focuses on the growth of giant industry mutual funds in Australia. Fund managers' adoption of United States lead in management; Industry's adoption of index funds as the core of super funds' portfolios; Forecast on the rise of index funds.
- SunGard Wraps $5 Bin Credit Facility. Kantin, Kerry // Investment Dealers' Digest;7/25/2005, Vol. 71 Issue 29, p11
The article reports that, after four months of speculation and two weeks of syndication, investment fund companies, JPMorgan, Deutsche Bank, Citigroup, Goldman Sachs and Morgan Stanley wrapped up the $5 billion credit facility backing the $1 1.4 billion leveraged buyout of SunGard Data Systems...
- Banks Shift the Way They Cover Hedge Funds. Lewis, Janet // Investment Dealers' Digest;9/12/2005, Vol. 71 Issue 34, p10
Reports on the prevalence of the proliferation of hedge funds among financial companies in the U.S. Factors influencing the decision of companies to move funds into alternative investments; Role of an investment banker in the shift; Concept of the alternative hedge fund coverage.
- Banks wade, knee-deep, into mutual funds. Cocheo, Steve // ABA Banking Journal;Jun91, Vol. 83 Issue 6, p33
Focuses on issues related to mutual funds management of several financial institutions in the U.S. Failure of funds to make inroads into the bank's retail customer base; Offers of mutual funds by smaller banks to customers; Profitability of mutual funds. INSETS: How Banks Offer Mutual...
- Small can be beautiful. Curtis, Carol E. // U.S. Banker;Jun99, Vol. 109 Issue 6, p88
Discusses the factors necessary for the success of mutual funds and brokerage services. Importance of positioning and branding; Strategies for increasing mutual fund assets.
- Small fund firms stay useful by specializing. Kapiloff, Howard // American Banker;6/29/1995, Vol. 160 Issue 124, p8
Reports on the efforts of small mutual fund companies in the United States to find a market niche. Assistance given to banks in setting up retirement benefit plans for small and midsize companies; Entry into trust departments; Putnam Franklin & Fidelity as industry leaders in 1994; Possible...