Associate director at RogersCasey, Carolyn Cross examines the SEC-approved money market fund reforms, which aim to bolster liquidity, increase credit quality, and improve the flexibility and transparency of operations to ensure money market funds can weather the next crisis, summarising key provisions of the new rules and how they impact [...]
Mercer survey compares use of active management
by AMANDA WHITE | January 19, 2010
In analysis completed for the Norwegian Ministry of Finance, Mercer has conducted a survey of active management, assessing the use and performance of active management at the total fund and asset class levels for 14 pension funds with combined assets of $950 billion, including eight funds from Europe and three from North America.
No free lunch in asset allocation
by AMANDA WHITE | December 1, 2009
In his editorial for the November/December issue of the Financial Analysts Journal, Richard Ennis confidently consigns the term “uncorrelated return” to the scrap heap of asset allocation lingo, reminding readers there is no free lunch in asset allocation, and that in order to collect the risk premium, investors must also [...]
A colossus emerges – prospects and industry implications
by STAFF WRITER | November 10, 2009
A new fund management behemoth was formed this year when Barclays Global Investors (BGI) was sold by its parent bank Barclays to BlackRock. Mergers of this sort have a patchy history. By Dr Arjuna Sittampalam, Research Associate with EDHEC-Risk and Editor, Investment Management Review, looks at the issues of how [...]
Investors need to factor in inflation – Wurts
by MAX RYERSON | October 21, 2009
It may still be the right time to allocate to distressed real estate and debt-related strategies as deleveraging continues around the world and capital remains in short supply. But a significant factor likely to impact on portfolios in the medium term, according to US asset consultancy Wurts & Associates, is [...]
That market’s got style: investing through cycles
by AMANDA WHITE | May 13, 2009
Style investing remains a powerful tool in periods of market volatility and, in particular, style analysis reminds investors to be aware of the distinction between overall market risk and stock specific risk. Amanda White spoke with director of Style Research, Robert Schwob.


