TITLE

Fund managers must use new strategies to seek value in adverse market

AUTHOR(S)
Polyak, Ilana
PUB. DATE
November 1997
SOURCE
Bond Buyer;11/25/97, Vol. 322 Issue 30280, p8
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Describes three national investment advisers' approaches to finding value in the tax-exempt securities market in the United States. John Mousseau's discovery of value in general obligation and revenue bonds; Bob Lindberg's citing of revenue bonds' outperformance of general obligation bonds; Susan Keenan's focus on the new-issues market.
ACCESSION #
9712051224

 

Related Articles

  • Managers ranked by U.S. institutional tax-exempt assets.  // Pensions & Investments;5/1/2000, Vol. 28 Issue 9, p20 

    Ranks investment managers based on amount of institutional tax-exempt assets in the United States. State Street Global; Barclays Global; Fidelity; Northern Trust; Deutsche Asset; Vanguard Group; J.P. Morgan; Alliance Capital.

  • Managers ranked by U.S. institutional tax-exempt assets.  // Pensions & Investments;5/17/1999, Vol. 27 Issue 10, p26 

    Presents a chart related to investment managers ranked by United States institutional tax-exempt assets.

  • While new international money declines, some firms buck trend. Feinberg, Phyllis // Pensions & Investments;5/26/2003, Vol. 31 Issue 11, p6 

    New international mandates from United States tax-exempt investors declined for the third consecutive year in 2002, but two money managers entered the top ten list of managers winning new mandates, according to a report from InterSec Research Corp., Stamford, Connecticut. The 38 billion dollar...

  • Fee Waivers for Tax-Exempt Money Market Mutual Funds. Farinella, Joseph A.; Jorgensen, Randy D. // Journal of Economics & Finance;Spring2002, Vol. 26 Issue 1, p31 

    In this study we investigate why tax-exempt money market mutual funds often waive fees. Contrary to statements in the popular press, our results provide weak evidence that fee waivers lead to asset growth. We find strong evidence, however, that fee waivers are used to keep the fund's reported...

  • Fund executives can't live without them. Kozlowski, Rob // Pensions & Investments;11/28/2011, Vol. 39 Issue 24, p15 

    The article offers information on the results of the Pensions & Investments Research Advisory Panel survey conducted in the U.S. It is observed that the executives at various tax-exemeption funds believe that investment consultants are crucial for the success of retirement plans, foundations or...

  • Sean Cusack, 38. Olsen, Pat // On Wall Street;Dec2008, Vol. 18 Issue 12, p38 

    The article features financial advisor Sean Cusack of Morgan Stanley's Houston, Texas office. According to the author, Cusack developed a modified asset allocation to fit his clients' requirements, and combines external portfolio managers, alternative investments, tax-exempt bonds and cash....

  • Northern Trust Scouting Asset Management Deals. Sundaramoorthy, Geeta // American Banker;6/21/2004, Vol. 169 Issue 118, p19 

    Northern Trust Corp. is eyeing expansion in the Northeast and Middle Atlantic states for its personal trust business while scoping out overseas markets for its corporate and institutional business. Gerard Cassidy of Royal Bank of Canada's RBC Capital Markets wrote in a report issued that smaller...

  • Bond advances not enough to stem stock falls. Feinberg, Phyllis // Pensions & Investments;7/7/2003, Vol. 31 Issue 14, p15 

    Managers in Pensions & Investments' directory of international and global money managers reported $767 billion in U.S. institutional tax-exempt assets under management in overseas mandates, down 14% from a year ago. The top 50 international money managers had 87% of their assets in stocks, 7% in...

  • The Largest Money Managers.  // Pensions & Investments;5/30/2005, Vol. 33 Issue 11, p15 

    The article presents information on the journal "Pensions & Investments." The year 2005 marks the 32nd year "Pensions & Investments" has profiled leading institutional asset managers. Its annual directory--ranking and profiling managers of U.S. institutional tax-exempt assets--began with a mere...

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