Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
September 01, 2002
Foliofn Ups the AnteFoliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...
August 27, 2002
CalPERS Assets Shrink 5.9%NU Online News Service, Aug. 27, 3:15 p.m. -- The California Public Employees' Retirement System, Sacramento, Calif., says it ended its latest fiscal year ...
August 11, 2002
The Holistic Approach to ClientsManaged accounts have experienced rapid growth in the past decade, despite a negative economic climate and a corporate culture humbled by a smattering of ...
August 04, 2002
Market Plunges Have Retirees Running ScaredMarket Plunges Have Retirees Running ScaredByAs equity markets continue to stagger, many retirees fear their dream of a secure retirement is going up in smoke, ...
August 01, 2002
Separate But Not EqualMorningstar Inc., familiar to independent advisors for its software analyzing mutual funds, has some work to do before its new separate accounts database is taken...
July 26, 2002
Banc One, Transamerica Offer 401(k) PlanNU Online News Service, July 26, 1:22 p.m. -- Banc One Insurance Group, Milwaukee, is working with Transamerica Retirement Services, Los Angeles, to sell ...
July 18, 2002
Buffalo Small-Cap Fund Reopens to New ShareholdersJuly 17, 2002 -- Kornitzer Capital Management said it is reopening the Buffalo Small-Cap Fund (BUFSX), citing the fund's reduced asset base and an increase...
July 10, 2002
CRM Small Cap Fund to CloseJuly 10, 2002 -- CRM Small Cap Value Fund/Inv (CRMSX) will close to new investors at the end of this month to keep from becoming...
July 08, 2002
Report Eyes 2001 Asset Manager WoesNU Online News Service, July 8, 2:59 p.m. -- The Boston Consulting Group, Boston, estimates the profits of U.S. asset managers fell 69% in ...
June 19, 2002
SSgA Team Pilots Enterprise International FundJune 18, 2002 -- A team of portfolio managers from State Street Global Advisors began running the Enterprise Grp Internatl Growth Fund/A (ENIGX) Monday. The team,...