Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
October 01, 2004
About The ManagerBart Geer is a Chartered Financial Analyst with more than 23 years of professional investment experience, although he notes that he personally has been a...
October 01, 2004
Keeping a recordThe following documentation should be maintained regarding ERISA decisions: o Journals, ledgers, bank statements, and appraisals that support plan assets and investments. o Analysis and reports...
October 01, 2004
Under CoverIf you have any function with an employee benefit, retirement, profit sharing, 401(k), savings, health, or other type of plan, or if you serve such...
October 01, 2004
Cut To FitThe number of affluent individuals in the United States and worldwide continues to expand, bringing a host of new clients seeking professional guidance from an...
September 15, 2004
Missouri Department Sues Morgan Stanley Over General American's DemiseMissouri Department Sues Morgan Stanley Over General Americans DemiseByThe Missouri Department of Insurance has filed a $4 billion lawsuit in state circuit court against Morgan ...
September 01, 2004
Investment Policy ResourcesHow to Write an Investment Policy Statement, by Jack Gardner (Marketplace Books, 2004) Investment Policy: Winning the Losers Game, by Charles Ellis (McGraw-Hill Trade,...
September 01, 2004
About the ManagerAs vice president of Thompson Investment Management, LLC, in Madison, Wisconsin, John C. Thompson is clearly following in the footsteps of his father, John W....
September 01, 2004
Advisor ChecklistAlways maintain a checklist of supporting documentation that should be retained regarding investment decisions that are made: Journals, ledgers, account statements (including bank and...
September 01, 2004
You NEED a MapI am currently involved with managing a very large endowment. For its first three years, we worked vigorously to develop an investment policy statement (IPS)....
August 30, 2004
Man Launches New Structured ProductLONDON (HedgeWorld.com)--Man Investments Ltd. has launched a new capital guaranteed structured product, the Man RMF Multi-Style Series 2 Ltd. The new fund will invest in five hedge fund styles that Man officials said would complement each other. The fund will target annualized returns of between 13% and 15% with volatility...