Results for "invesco ltd"

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Exotic strategies a mixed bag for target funds

December 18, 2011

Mutual fund managers' use of exotic strategies, including leverage and derivatives, so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies to boost the performance...

Advisers steering clear of target date funds that use exotic strategies

December 8, 2011

Mutual fund managers' use of exotic strategies, including leverage and derivatives so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies in their target date funds...

'Buy-and-hope' is not good enough

October 16, 2011

Financial advisers consistently tell us that managing portfolio risk is one of the biggest challenges they face. Too much risk could set clients up for a crash. Too little might not earn clients the returns they need to retire or reach other...

People on the move

September 25, 2011

Million Dollar Round Table of Park Ridge, Ill., has promoted Stephen Stahr, 46, to chief executive, from chief operating officer. He is responsible for managing all staff members and administration of MDRT, as well as serving as the liaison...

Investors piling into stable-value funds — but not reading the fine print

September 21, 2011

Galliard Capital Management Inc.'s stable-value funds, designed to preserve principal in tumultuous times, drew more than four times the usual inflows in August as market volatility increased, said managing partner John Caswell. Investors in...

Advisers, self-awareness now available online

September 19, 2011

Apparently, managers at Invesco Ltd. are fans of Robert Burns, the Scottish poet who wrote: "O wad some Power the giftie gie us, to see oursels as ithers see us!" Indeed, Invesco has launched a program that it says will give financial advisers...

Investors now equity kickers, swearing off stock funds

September 19, 2011

Investors have pulled more money from U.S. equity funds since the end of April than in the five months after the collapse of Lehman Brothers Holdings Inc., adding to the $2.1 trillion rout in American stocks. About $75 billion was withdrawn...

Why the wealthy are still sticking with hedge funds

September 7, 2011

Almost half of Leslie Quick’s personal portfolio is dedicated to hedge funds, a position he’s increased this year even as the lightly regulated asset pools have returned less than 4 percent. “I think we’re coming into a period where...

It's all Finglish to me

September 4, 2011

Pop quiz: Define “dollar cost averaging.” Though advisers know the term refers to investing incrementally over time into a stock or mutual fund, your typical man on the street might think of it as “rounding up to the nearest dollar.”...

Mixed quarter for money managers as volatility hit inflows

August 21, 2011

Asset managers reported mixed success in attracting inflows for the second quarter as a pickup in market volatility weighed on investors' appetite for riskier assets. Flows were a particularly important determinant of gains in assets under management...

Equity investors exiting -- and may not be back for years

August 18, 2011

Last week's record volatility in U.S. stocks ended after four days. The anxiety it instilled among mutual-fund investors may linger for years. Investors pulled a net $23.5 billion from U.S. equity funds in the week ended Aug. 10, the most since...

Family offices see relative surge in assets

August 9, 2011

Seth Abraham, former president of New York's Madison Square Garden, has used the same barber for 37 years. “I followed him through five salons,” Abraham, 63, says. Abraham is equally loyal to his money managers, Sam Katzman and Paul Tramontano,...

Advisers should invest in line with their clients Seek a thorough picture of manager ownership Policy statement is a must before dispensing advice

July 10, 2011

I found the Investment Insights column “Portfolio managers should eat their own cooking” (June 20) interesting. The related issue that I am equally surprised about is how few financial advisers have their own money invested side by side with...

Arnott's index, called 'witchcraft' by Bogle, besting Vanguard

June 19, 2011

When Robert Arnott was deciding whether to start his own investment firm, he met with his hero John Bogle for dinner. At a steakhouse in downtown Philadelphia in 2001, the founder of the indexing powerhouse The Vanguard Group Inc. spoke with...

Arnott's index — dubbed 'witchcraft' by Bogle — now besting Vanguard

June 13, 2011

As Robert Arnott was deciding whether to start his own investment firm, he met with his hero John Bogle for dinner. At a steakhouse in downtown Philadelphia in 2001, the founder of indexing powerhouse Vanguard Group Inc. spoke with enthusiasm...

Bill Miller loses clout as money managers reroute clients to ETFs

June 9, 2011

Stephen Cucchiaro is the type of money manager who makes life difficult for Bill Miller. The founder and chief investment officer of Windhaven Investment Management doesn't dig through balance sheets to pick stocks, like Legg Mason Inc.'s Miller....

Alternatives managers' assets rose in 2010

June 5, 2011

Higher returns and renewed investor interest pushed most money managers' alternative assets under management onto higher ground last year, according to sister publication Pensions & Investments' annual survey of the largest money managers. Managers...

May 29, 2011

DLA Piper Financial Services Regulatory Group of New York has hired Matt Yoon, 38, as a partner in its government affairs practice. He focuses on financial privacy issues concerning mortgage banking, and consumer financial products and deals,...

Legg Mason's Mark Fetting riles up directors, sources say

May 24, 2011

Mark Fetting, chief executive officer of Legg Mason Inc., has disappointed the board of directors with the disclosure of costs that have delayed his goal of lifting profitability, said two people with knowledge of the matter. Nelson Peltz and...

Fund company executives enjoyed a comp romp in 2010

May 22, 2011

Top executives of publicly traded money management firms reaped an average 33% hike in total compensation last year, as improved financial results and increases in assets under management put them further away from the market turmoil of recent...

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