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Rob Kozlowski

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Topic

BlackRock takes the lead in indexing

Last year's acquisition of Barclays Global Investors pushed BlackRock Inc. to the No. 1 spot in internally managed indexed assets for the 12-month period ended June 30, topping the field with $1.7 trillion, according to Pensions & Investments' annual survey of managers of indexed assets.

Topic

Index managers see assets increase for first time since 2007

Index strategies bounced back in the first half of 2009, marking the first increase in assets since the end of 2007.

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Non-traditional strategies dominate in equity funds

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 to Morningstar Inc.'s database of separate accounts and collective investment trusts.

Topic

Indexed fixed income had rough second half of ’08

Indexed fixed-income assets fell more than the market during the six-month period ended Dec. 31, according to sister publication Pensions & Investments' biannual indexing survey.