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The latest separately managed account data

December 8, 2014

U.S. large-cap equity Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Mellon Capital Management - Large Cap Growth Strategy 3.53% 26.02% 25.87% 18.57% 15.46% 1.2 $1,265.0...

Money managers scraping to catch up to record stock market

November 3, 2014

Your mutual fund manager, flush with cash, might be in a bind. Record S&P 500 runs away from mutual funds trailing index More bad news for Nicholas Schorsch and his real estate empire? RCS drops plan to Buy Cole Capital from American Realty...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Advisers must avert Pimco panic

October 5, 2014

The abrupt departure of legendary bond investor Bill Gross from Pimco is yet another opportunity for investment advisers to reach out to clients and provide sage advice. The first piece of advice is: Don't panic. Don't rush to sell Pimco mutual...

Bill Gross' terrible, horrible, no good, very bad year

September 26, 2014

The news that Bill Gross, co-founder of Pacific Investment Management Co., has decided to head to Janus Capital Group Inc. to manage fixed-income portfolios is the latest twist in a year full of headlines for the so-called "Bond King." From...

Managed accounts emerging on the 401(k) scene for plan sponsors

September 21, 2014

Managed accounts are emerging on the 401(k) scene for plan sponsors, but not everyone believes these funds are a panacea for employees. The Government Accountability Office released a report this summer that pointed out a variety of areas for...

Legacy Smith Barney managed funds program closed

September 16, 2014

In a move that further simplifies its platform since acquiring Smith Barney, Morgan Stanley Wealth Management has closed a large managed mutual fund program to new clients. The program, called TRAK Fund Solution, was closed to new investors...

Are you prepared to make an exit from the stock market?

September 9, 2014

If the Federal Reserve pursues an “exit” from its ultra-low interest rate policy, are you be prepared for an exit from the stock market, should things turn south? There's a group of investors that say an “exit” is ludicrous – there's...

Why separately managed accounts are undergoing a rebirth

August 15, 2014

A class of products that have been around for a long time are undergoing a rebirth: separately managed accounts, or SMAs. The recent sales figures have been impressive. SMA market assets have bounced back to levels last seen before the financial...

SEC cracks down on wrap accounts

August 14, 2014

The Securities and Exchange Commission's attempt to ferret out conflicts of interest at registered investment advisers has zeroed in on potential misuse of popular flat-fee wrap accounts. The SEC made the vehicles an examination priority this...

Barack Obama's attempt to both embrace and shun the financial markets

August 6, 2014

Obama's conundrum: Opposing the same trickle-down economics that the U.S. economy has been riding for five years. You didn't build that. Bragging about gains in a stock market that is still controlled by just 20% of the population Increased...

Successful alt strategies could give Pimco a needed boost

July 25, 2014

Rising interest in alternative investments could give Pimco a needed boost as investors flee its core bond funds. Over the last year, the firm's absolute-return strategies took in nearly $4.7 billion, according to Morningstar Inc. And from 2011...

The downsides of laddered bond portfolios

July 15, 2014

We think investors who build laddered portfolios to protect against rising rates will be disappointed — by locking in low yields with traditional ladders or by hidden risks of higher-yielding ladders. In our view, actively managed portfolios...

Separately managed accounts

June 16, 2014

U.S. large-cap equity Product 1Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Reaves Asset Management - Long Term Value (Utility/Energy Infrastructure) 7.13% 15.79% 12.00% 18.65%...

Pershing expands managed account platform, boosts alts information

June 4, 2014

Pershing Wednesday announced updates to its alternative-investment resources and managed-account platforms for advisers. Pershing's managed account platform — among the industry's largest — will now be available even to broker-dealers who...

BlackRock CEO Fink's comments on exotic funds divide ETF community

May 29, 2014

“And … trade,” says a bespectacled, khaki-wearing man, pressing a button on his smartphone. “You, sir, are the sultan of swagger,” a deep, disembodied voice intones. “This is the Fellowship of the Bold, and you are the Grand Poobah,...

Sell in May? No way, says almanac

May 28, 2014

It's May, and if recent history is your guide, now is the time to sell stocks and go away for the summer. As the saying goes: “Sell in May and go away.” Since 1950, the Dow Jones Industrial Average has averaged just a 0.3% gain during the...

No edge for active managers as stock prices diverge

April 29, 2014

Think today's low correlation between stock prices signals a so-called stock picker's market? Think again. In fact, there is no evidence that a higher discrepancy between stock prices is correlated with better returns for actively managed funds...

Online investment firm SigFig steps into managing money

December 10, 2013

For the first time, an online adviser is expanding its footprint into fee-based portfolio management, heating up a battle among startup companies looking to corner the market on automated investment advice for the masses. SigFig Wealth Management,...

Wells Fargo brokerage head Mary Mack nudges advisers away from stock picks

November 8, 2013

Mary Mack, Wells Fargo & Co.'s new brokerage chief, plans to put more retail clients into managed accounts as the largest U.S. firms nudge advisers away from picking individual stocks. Customers at Wells Fargo Advisors now rely more on investment...

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