SEC reforms aim to boost liquidity

by AMANDA WHITE | February 16, 2010

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
survey_on_active_management

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
Richard Ennis

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
Arjuna Sittampalam

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
Eric_Petroff

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
Robert Schwob

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.