Tag: Investment Managers

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.

Teachers Insurance and Annuity Association of America (TIAA) has acquired a controlling interest in Westchester Group, Inc., an independent agricultural asset manager.

The September issue of The Cerulli Edge: U.S. Asset Management Edition addresses how asset managers are utilizing new techniques to increase access to advisers.

 J.P. Morgan Asset Management has announced the appointment of Nick Gartside to its fixed income investment team as International CIO of Fixed Income.

Goldman Sachs Asset Management (GSAM) has turned to Jim O’Neill to be its next chairman.

J.P. Morgan Funds has launched a new equities mutual fund, the JP Morgan Research Equity Long/Short Fund.

The U.S. retail unit of Deutsche Bank’s global Asset Management division announced Michael Hughes has been named Director and Senior Account Manager, responsible for National Accounts.  

Transamerica Asset Management Group says it will offer the Transamerica AllianceBernstein Dynamic Allocation VP fund. 

Bank of America Corp. (BofA) may be divesting itself of its 34% share of BlackRock Inc., according to published reports.  

HighMark Capital Management, Inc. has announced the addition of its family of mutual funds to UBS’s financial services, retail brokerage and advisory platforms. 

With the ink not yet dry on its merger nuptials with Aon, Hewitt Associates has announced a new acquisition.

A new spin-off from a familiar name is bringing an investment analytics tool to market.

The DWS International Value Opportunities Fund will be rebranded, and the fund’s directors and shareholders have approved a new fund sub-adviser.