- Money Management Executive
Fund managers constantly grapple with ways to speed up their ordering process, to keep up with high-frequency traders who work in fractions of seconds across multiple pools of liquidity. They also grapple with ever-increasing recordkeeping and compliance requirements.
January 10 -
Putnam Investments has promoted Robert E. Alan to head of North American consultant relations and Keith E. Thomas to head of international consultant relations. The two will work with the consultants who advise institutional investors on investment strategy and the selection of managers.
January 10 -
The Insured Retirement Industry has hired Lisa Plotnick as director of research, a new position IRI has created to establish itself as a research leader.
January 10 -
Morningstar announced Monday that its chief operating officer, Tao Huang is leaving the company at the end of the month.
January 10 - Money Management Executive
InvestorForce and eVestment Alliance, providers of performance data for institutional investors and consultants, have expanded the data partnership they formed in early 2010.
January 10 - Money Management Executive
Broadridge Financial Solutions Friday said it closed its aquisition of Matrix Financial Solutions, a purchase estimated at $201 million.
January 7 -
The Securities and Exchange Commission late Thursday obtained an emergency court order to freeze the assets of SJK Investment Management in Greensboro, N.C.
January 7 -
Morgan Stanley has shifted the roles of several top executives as the firm sets out to strengthen its international presence, according to a company memo from Morgan Stanley CEO James Gorman obtained by On Wall Street.In the memo, Gorman announces that Colm Kelleher, co-president of institutional securities, will relocate to London and assume new responsibility for Europe, the Middle East and non-Japan Asia. The heads of those regions will report to Kelleher, who will also have responsibility for the firm’s global sales and trading business.
January 7 -
There are two proposed pieces of legislation sitting in Congress that would seem to be no-brainers for helping people save for retirement and helping advisors help their clients.
January 7 -
Managing risk with be the trend in the investment management business in 2011, said Ed Keon, managing director and portfolio manager for Prudential Financial's Quantitative Management Associates, at Prudential’s 2011 Global Economic and Retirement Outlook briefing in New York on Tuesday.
January 7