City of Phoenix Issues RFP

Sorondo, Marc
October 2006
Investment Management Weekly;10/9/2006, Vol. 19 Issue 38, p3
This article reports on the launch of a search for a global tactical asset allocation/real return strategy manager by the City of Phoenix Employees' Retirement System in Phoenix, Arizona. The manager will be responsible for providing a portfolio of inflation-hedging instruments managed in a global tactical asset allocation fashion. The respondent is required to have at least insurance worth $10 million for errors and omissions.


Related Articles

  • E&O Errors. Giachetti, Thomas D. // Investment Advisor;Aug2011, Vol. 31 Issue 8, p70 

    The article shares the author's views on the need of investment advisor to purchase an errors and omissions (E&O) insurance for their business in the U.S. He states that the said insurance cover the firm and all of its employees and representatives. He mentions the need of an advisor to adopt a...

  • Protecting Your Assets.  // Plan Adviser;Apr2011, p2 

    The article discusses several factors for registered investment advisers to consider when acquiring errors & omissions (E&O) insurance. Advisers to retirement plans covered by the Employee Retirement income Security Act need to protect themselves from liability. An E&O insurance is a frequent...

  • Need For Small-Adviser Policies Seen. Herlands, Ross // National Underwriter / P&C;11/3/2008, Vol. 112 Issue 41, p25 

    The article provides an overview on the types of policyholders who need to have errors and omissions (E&O) insurance coverage in the U.S. They include security broker-dealers, registered investment advisers and life insurance agents. The financial products covered by the policy are discussed...

  • Tin Shields. McGinnis, Steven K. // Financial Planning;Apr2005, Vol. 35 Issue 4, p105 

    Discusses the challenges faced by investment advisors concerning their errors and omissions (E&O) insurance. Protection provided by E&O insurance for investment advisors; Ways by which insurers handled broker-dealer E&O; Challenges faced by insurance providers.

  • When Bad Firms Happen to Good Advisors.  // Registered Rep;Jul2011, Vol. 35 Issue 7, p16 

    The article offers the author's insights regarding the troubles faced by good advisors due to a bad investment experience. The author states that advisors should be aware that when transferring into a new broker or dealer, their errors and omission (E&O) insurance will no longer cover any...

  • Exploding E&O Exposures Foster Broker-Client Communication. Braxton, Meredith // Risk Management (00355593);Apr86, Vol. 33 Issue 4, p80 

    This article focuses on the impact of errors and omissions insurance exposures on broker-client communication. The risk management community is not the only segment of the insurance industry that is opposing the introduction of the claims made commercial general liability form. Brokers and...

  • Everybody is a loser in these awards. Fullagar, Col // Money Management;5/22/2008, Vol. 22 Issue 18, p28 

    The article focuses on the errors usually made by financial advisers in Australia. These errors include incorrect exclusion clause issued to a client and incorrect ownership issued in policies. It asserts that these errors could impact on the adviser's business, including the acknowledgement by...

  • Watching the facts. Cicutti, Nic // Money Marketing;11/1/2007, p52 

    The author reflects on mis-sold endowments of the Financial Services Authority (FSA) from 1988-1990. He refutes that the findings of Andrew Tait, chairman of Home Buyer's Advisory Service, was incorrect especially on his allegations over regulators commiting errors, that causes many investors...

  • Mexico opening up to global managers. Case, Brendan // Pensions & Investments;5/13/1996, Vol. 24 Issue 10, p20 

    Reports that investment management firms from the United States, Canada and Chile will be able to manage individual retirement accounts in Mexico, as a result of the country's social security law. Information on the reform to the law; Lobbying efforts of Guillermo Ortiz, finance minister; Goal...


Read the Article


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

Try another library?
Sign out of this library

Other Topics