Portfolio

  • When hedge funds, long known for their exclusivity and secret-sauce approach to investing, go public, it takes a lot of planning and some cultural adjustment, too, according to a web-based presentation hosted by Deloitte & Touche last week.

    June 4
  • Boomer Rollovers Not Expected to Hurt 401(k)s

    June 4
  • Alpha magazine dropped its first shoe when it released the salaries of the top 100 hedge fund managers, with the top master of the universe, James Simons, earning an astonishing $1.7 billion in 2006 and the top 25 an average of more than half a billion. In 2006, the compensation of this top 25 soared 57% from the year before and 127% from 2004.

    May 28
  • Money Management Executive this week has released a comprehensive, unique set of 529 data to help mutual fund companies, financial advisers and their clients more accurately plan college savings in both the short- and long-term.

    May 28
  • Alpha magazine dropped its first shoe when it released the salaries of the top 100 hedge fund managers, with the top master of the universe, James Simons, earning an astonishing $1.7 billion in 2006 and the top 25 an average of more than half a billion. In 2006, the compensation of this top 25 soared 57% from the year before and 127% from 2004.

    May 28
  • SEC to Create Office Focused on Restitution

    May 28
  • As Money Management Executive launches this year's set of State Tuition Index and Datasheet reports, a new paradigm for evaluating college savings plan is introduced. With MME's TuitionMAR (minimally acceptable return) statistics, a set of core absolute return benchmarks is now available to assist mutual fund companies, 529 plan sponsors and financial planners in evaluating the ongoing success of a college savings plan investment.

    May 28
  • Call it trickle-down economics. As the hedge fund industry continues to grow, its distribution channels are shifting, and its aim is getting lower when it comes to the net worth of investors, according to a report from Tiburon Strategic Advisors.

    May 28
  • WASHINGTON-Investment companies interested in capturing more market share should not worry so much about new products, such as separately managed accounts, exchange-traded funds, or even funds mimicking alternative investments.

    May 21
  • WASHINGTON-While fund companies do a good job of focusing on investor needs and expectations, to best help clients prepare for retirement, they need to first understand investor behavior, according to panelists at the Investment Company's Institute's 49th Annual General Membership Meeting here this month.

    May 21