Results for "money managers"

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Ways for financial advisers to face down the debt supercycle

August 30, 2016

With the rapid assumption of debt by governments, businesses, and consumers worldwide, global economies are finding themselves in the midst of a debt supercycle. This period of intense and persistent increase in leverage throughout the global...

Few financial advisers pitch ESG funds to clients. Missed opportunity?

August 22, 2016

My firm has sponsored a series of surveys, trying to understand what is driving retail investors. Some of the answers have come back exactly as expected — consumers value high performance, they don't believe they have enough saved for retirement...

A radical idea: Pay clients for the privilege of managing their funds

May 2, 2018

The asset management industry is in a funk. The popularity of low-cost index trackers is crushing fees across the board, while Morgan Stanley reckons a shift to performance-based charges threatens half of the industry's profit. Divyesh Hindocha...

Money managers with in-house 401(k) plan options at risk of employee lawsuits: lawyers

July 20, 2016

Asset managers that limit employee retirement plan investment choices to proprietary, in-house mutual funds are putting a legal target on their backs, attorneys said. In the context of a rash of lawsuits by employees against financial services...

George Soros embraces his inner bear

June 10, 2016

George Soros is back with a bearish take on the global economy. The billionaire hedge-fund founder and philanthropist, who had taken a break from trading, recently sold equities and purchased safe-haven gold and gold miners. Financial advisers...

Nomura to pay $1 billion for stake in American Century

December 21, 2015

Nomura Holdings Inc., Japan's biggest brokerage, plans to pay about $1 billion for a stake of around 40% in U.S. money manager American Century Investments, according to a person familiar with the matter. The purchase from Canadian Imperial...

Three indies bring $719 million to Securities America

March 7, 2018

A Super Office of Supervisory Jurisdiction and two independent financial services firms, which collectively manage $719 million in assets, have affiliated with Securities America Inc. The three are the Gandet Group, of Manahawkin, N.J.; Vizionary...

Fidelity Investments closes door on institutional business as retail remains key focus

November 16, 2015

The formation of Fidelity Institutional Asset Management marks the end of the road for Fidelity Investments' long-struggling institutional business, Pyramis Global Advisors. Sources said that throughout its 10-year existence, Pyramis faced issues...

Bill Gross irresistible to new partner Kapstream Capital's Palghat

July 2, 2015

When Bill Gross left Pacific Investment Management Co. in September last year, his old colleague Kumar Palghat rang him to see how things were going. About a month later he got an offer he couldn't refuse. The Sydney-based money manager first...

Fund family with 25% women managers far exceeds industry average

June 2, 2015

A quarter of Dodge and Cox's portfolio managers are women, placing the San Francisco-based firm at the top of the industry for female representation in this asset management role, according to a new study that found more than 90% of fund managers...

Overseas expansion in the cards for new Loomis Sayles CEO Charleston

May 29, 2015

As the new CEO of Loomis Sayles & Co. LP, Kevin Charleston plans to maintain the same investment culture his predecessor, Robert J. Blanding, established, while also growing the Boston-based firm's global footprint. Mr. Charleston assumed the...

Pimco's CIO for global equities, Maisonneuve, leaving after less than two years

May 14, 2015

Virginie Maisonneuve, Pimco's chief investment officer for global equities, is resigning as the firm closes two equity strategies, the money management firm disclosed in a statement on Thursday. Ms. Maisonneuve joined Pacific Investment Management...

T. Rowe Price names successor to CEO James Kennedy

May 6, 2015

William J. Stromberg was named president and CEO of T. Rowe Price Group, effective Jan. 1, spokesman Brian Lewbart said. Mr. Stromberg also will become chairman of the firm's management committee and join the board of directors at that time....

Mark Mobius, star developing markets manager, stumbles

May 6, 2015

For a quarter of a century the name Mark Mobius has been synonymous with investing in developing markets. A bald, energetic, New York native who often dresses in white suits, Mr. Mobius is constantly tweeting and appearing on television from...

Strong markets, fund flows boost Janus with Gross

April 23, 2015

Janus Capital Group Inc., the firm that hired bond legend Bill Gross in September, said profit rose 46% in the first quarter as the market rally lifted assets and its funds attracted new money for the second straight quarter. Net income increased...

BlackRock's Larry Fink gets $23.9 million payday for 2014

April 17, 2015

BlackRock Chairman and CEO Laurence D. Fink earned $23.9 million in total compensation in 2014, a 4% increase from the year before, the company's proxy statement, released Friday, shows. Mr. Fink, head of the world's largest money manager, is...

Star fund managers fading as active management loses luster

April 11, 2015

The Hotchkis & Wiley Small Cap Value Fund has returned 35% a year since the bull market began in 2009, the top-performing U.S. stock fund during the period. Never heard of James Miles and David Green, the fund's managers? That's no surprise....

O'Hanley has work cut out for him at State Street Global Advisors

April 10, 2015

Ronald P. O'Hanley faces big challenges now that he is CEO of State Street Global Advisors. Mr. O'Hanley on April 1 replaced Scott Powers, marking his return to money management after quitting as president of asset management and corporate services...

Gundlach and his DoubleLine Capital reach top of the bond fund mountain

April 1, 2015

Jeffrey Gundlach's first full year as a mutual fund manager was by far his worst. It was 1994, and some of the mortgage derivatives Mr. Gundlach owned were “slaughtered” when interest rates rose sharply, according to Howard Marks, who worked...

Bill Gross using leverage to boost returns at Janus

April 1, 2015

Bill Gross is betting on leverage to lift returns in an environment of persistently low interest rates and inflated asset prices, an approach he says he shares with hedge fund managers Ray Dalio and Robert Prince. Mr. Gross wrote in an investment...

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