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If only alpha were easy

April 20, 2017

Chris Phillips BattleBots is a TV series that originally aired in the early 2000s and was revitalized in 2015. If you aren't familiar with BattleBots, it's a show that has inspired viewers of all ages (including yours truly) to dream about or...

Active ETFs are ripe for transparent, low-cost strategies

August 22, 2017

Over the last decade, active U.S. large cap strategies with lower turnover and greater concentration have delivered solid performance, better down-market capture and higher Sharpe ratios than more diversified, higher turnover active strategies.*...

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%...

Large-cap equities take six of top 10 spots for 12-month period

August 26, 2012

Five investment styles made up the top 10 overall equity rankings for the 12-month period ended June 30, according to Morningstar Inc.'s separately managed account/collective investment trust database. Six of the top 10 overall strategies were...

E.F. Hutton talks, but little is said

August 12, 2012

The new E.F. Hutton & Co. has taken its first tangible step in resurrecting the venerable firm by registering with the Securities and Exchange Commission. E.F. Hutton Advisors LLC completed its ADV filings last month. The filing is the first,...

Schwab poised to pass wirehouses in managed-accounts volume

October 28, 2010

The increasing number of wirehouse brokerage representatives going independent is cited as a leading force behind the explosive growth of The Charles Schwab Corp.'s separately-managed-accounts platform. With $44 billion on its managed-account-solutions...

Morgan Stanley Smith Barney said to be moving away from wrap fees

December 9, 2009

Morgan Stanley Smith Barney is planning to simplify its managed-account fees to emphasize the advisory relationship between registered representatives and their clients. The new pricing model — expected be in place in April — allows reps...

Assets in broker-managed accounts rival those in wraps

May 24, 2009

Assets in broker-managed ac-counts reached the levels of traditional wrap fee accounts in the first quarter of the year, a milestone in the fee-based business at major brokerage firms. Wrap, or separately managed, accounts are run by third-party...

Growth potential seen for managed accounts

May 17, 2009

The global economic crisis could turn out to be a blessing in disguise for the ever-expanding managed-accounts industry. The industry suffered right along with the rest of the world during the past year, but it is now riding high on expectations...

Managed account assets dropped 7% this year

May 14, 2009

Managed accounts industry assets fell by 7% during the first three months of the year to $1.2 trillion, according to the Money Management Institute in Washington. Of the $87 billion decline in assets, $24.8 billion was attributed to investment...

Ban on ‘naked short selling’ worries firms

July 31, 2008

The Managed Funds Association and the Coalition of Private Investment Companies, both of Washington, yesterday expressed concern about the Securities and Exchange Commission's extension of a ban on “naked short selling.” “We are deeply concerned...

Financial Engines' growth bet

February 21, 2010

On the threshold of turning the corner financially, Financial Engines Inc. is trying to fuel its growth in the defined-contribution arena through an initial public offering. Going public could be a referendum on the prospects for Financial Engines...

Russell funds available through FundQuest

October 30, 2007

FundQuest, a Boston-based wealth management advisory firm, today announced that it now offers Russell Mutual Fund Model Strategies and Russell LifePoints funds to registered investment advisers through their managed accounts platform. The Russell...

Russell moving managed accounts off its own platform

July 23, 2007

SAN FRANCISCO — Russell Investment Group has begun to phase out the sale of managed accounts on its own platform. The Tacoma, Wash.-based money manager began making Envestnet Asset Management Inc. of Chicago the packager of its managed accounts...

S&P: Managers still faring miserably vs. indexes

August 9, 2017

Stop us if you've heard this before, but active money managers are really bad at beating their benchmark indexes. A new report from S&P Dow Jones Indices shows that most managers in nearly every domestic equity category underperformed their...

2015 Lipper Awards: Trophy winners

March 31, 2015

Management Company Name Ticker Symbol Classification Name Full Fund Name Toll-Free Number GuideStone Funds GEDYX Corporate Debt A-Rated Funds GuideStone Extended-Duration Bond Fund, Institutional 888-984-8433 America First Capital Management,...

Non-traditional strategies dominate in equity funds

May 10, 2009

Equity managers overall got a boost at the end of the first quarter, thanks to the March rally, but the firms at the top of the performance charts for the 12-month period ended March 31 were those that followed non-traditional strategies, according...

Top SMAs: Rankings and overview

November 13, 2011

What were the top-performing separately-managed accounts for the third quarter? View the top ten in four categories here: domestic equities, international equity, U.S. fixed income, and U.S. municipals. Nathan Behan, a senior investment analyst...

MassMutual shuts down its retirement income unit

December 20, 2009

Almost five years after Massachusetts Mutual Life Insurance Co. entered the retirement income market, the firm has shut down the division devoted to the business — indicating how difficult it is to break into. In 2005, MassMutual was one of...

FundQuest adds Fidelity VA to platform

December 6, 2009

FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider....

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