TITLE

It Really Is Who You Know

PUB. DATE
May 2009
SOURCE
Journal of Financial Planning;May2009, Vol. 22 Issue 5, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The author reports on the impact that sharing an educational bond can have on the relationship between fund managers and senior financial officials. The impact that this bond can have on the prices that products are offered to fund managers is mentioned. The author states that the largest bonds exist between people who attended the same college at the same time.
ACCESSION #
39750924

 

Related Articles

  • Listing to shareholder pressure. McCormick, Dominic // Money Management;8/25/2005, Vol. 19 Issue 31, p16 

    Focuses on the increasing number of independent fund managers in Australia. Consideration of the enormous pressure in communicating with hundreds of investors and their advisers; Assessment of shareholder complaints about short-term performance; Problems with the listed structure that make them...

  • Fund managers adopt cautious tone. Ben-Ami, Daniel // Fund Strategy;2/20/2006, p6 

    The article reports on the cautiousness of fund managers in Great Britain despite the lack of market shocks. There are several ways that global managers show caution. They have reduced the risks in their investment strategies and shortened their time horizons. Global sector positioning is also...

  • Turning Heads. Oechsli, Matt // REP.;Sep2013, Vol. 37 Issue 9, p34 

    The article offers suggestions for financial advisors to attract affluent investors. It states that one can plan an intimate event is to identify the clients you would like to invite. It mentions that invitation is the most critical part of stimulating affluent buzz around your intimate client...

  • Automatic Touch. Cobb, Bob // Bank Investment Consultant;Dec2008, Vol. 16 Issue 12, p34 

    The article provides insights to systematizing and automating as a way for advisors to bond with their clients. It highlights the Google Alerts service which offers information on making a difference in the lives of clients. It suggests the idea of uncovering professional and personal passions...

  • Managers feel the heat over fee structures.  // EuroProperty;2004 Supplement, p20 

    This article reports that the fund managers are driving investors slightly crazy with the fine print governing property investment vehicles. Potential investors have had to trawl through placement memorandums of exciting new European funds to pluck out carefully embedded references to fees....

  • Packing.  // Employee Benefits;Jul2012, p35 

    The article reports that drop in group Sipp products is attributed to an acceptance by some providers that the take-up rates seen in the booming individual Sipp market are not going to happen in the corporate space. Employees who use the Sipp facility within their employer's defined contribution...

  • Behind closed doors: Why are fund managers agreeing preferential deals with platforms? Glenister, Michael // Money Marketing (Online Edition);6/27/2014, p12 

    The article offers information on the agreements considered by the fund managers. It discusses several facts which includes motivation for agreeing discounts through advised platforms, announcement of preferential pricing deals on clean funds and things to attract investors for purchsing funds....

  • FUND MANAGERS DIARY. Shaw, Caroline // Fund Strategy;12/10/2007, p26 

    The article presents a fund manager's diary. It mentioned activities related to the reports of potential losses from the Airbus by the French media. It offers information on the executive's daily scheduled activity including the studying of world market equity, the British bonds decreases and...

  • fUND MANAGERS DIARY. Coombs, David // Fund Strategy;7/24/2006, p26 

    The article presents a diary concerning the fund managers in the U.S. On Wednesday, the author reflects on his way of living which is far from his office and mentions a debate involving the son of Pierce Brosnan. On Thursday, he notices their meeting on global strategy of asset allocation. On...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics