Tag: Investment Managers

Forward Management, LLC has announced an initiative to accelerate the firm’s development of alternative investment products in both mutual fund and private partnership form. 

Janus Capital has appointed George Maris as portfolio manager for Janus Worldwide Fund and related strategies, effective March 14, 2011.

Gabriela Parcella is the new CEO of Mellon Capital Management Corporation, and Bart Grenier was appointed to chairman and CEO of The Boston Company Asset Management LLC (TBCAM).

Fund managers are bullish about the prospects for public equities and emerging markets in 2011, but have bearish views of nominal government bonds.

Charles Schwab introduced theStreetSmart Edge program for active traders, which was built to “think like a trader,” and offer a more intuitive experience.  

Standish Mellon Asset Management Company LLC and The Boston Company Asset Management (TBCAM) are jointly managing the Total Emerging Markets strategy. 

Investors are more bullish towards global equities than at any time in the past decade, according to the Bank of America (BofA) Merrill Lynch Survey of Fund Managers...

Glenn Dial has left J.P. Morgan Asset Management to reportedly take a role with Allianz Global Investors.

Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.  

Hedge fund CFOs say addressing new regulatory requirements and meeting evolving investor expectations are the biggest challenges for 2011, according to a poll by SEI.

George Gatch, Chief Executive Officer of J.P. Morgan Investment Management Americas, says the company is in the process of dramatically strengthening the investment in, and commitment to, the...

Northern Trust has added functionality to its Trade Order Entry platform that it says will help automate private market investments and global funds.

A Russell Investments poll found money managers confident in the global economy and its ability to sustain the U.S. equity markets following the global financial crisis.

MSCI Inc. announced the launch of Barra Portfolio Manager, which is designed to help fund managers and their teams manage, monitor and build better equity portfolios.

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

Morningstar has launched its latest free mobile Morningstar.com application for Android smartphones that aims to help investors track their portfolios and monitor the markets.

Northern Trust has appointed Peter Cherecwich as head of Global Fund Services (GFS).

Northern Trust announced that it has enhanced its collateral management system to provide real-time access and transparent reporting of the daily over-the-counter (OTC) derivative collateral call process.

Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

Vanguard has appointed Wellington Management Company, LLP and Delaware Investments as investment advisers to Vanguard U.S. Growth Fund.