Jean Rogers • October 20, 2016
Asset managers are going to need access to good sustainability data to meet the needs of Millennial and women investors over the coming decades.
Julie Segal • October 17, 2016
‘Clients don’t think asset management belongs at a large bank,’ says small-cap value leader Samir Sikka as he forms an independent management firm.
Imogen Rose-Smith • October 13, 2016
The former No. 2 man at John Burbank’s firm plans to roll out Pelorus Jack Capital early next year.
Julie Segal • October 12, 2016
The New York money manager wants a suit filed by a former employee over funds offered by the firm’s retirement plan to be dismissed.
Carolyn Koo • October 11, 2016
Progressing from associate to junior to senior analyst is an obstacle course. Here are some lessons from some of this year’s finest young talent.
Robert Teitelman • October 06, 2016
On the 45th anniversary of our ranking of Wall Street’s top equity analysts, it’s worth noting why the buy side still buys sell-side research.
Julie Segal • October 05, 2016
The bank’s fake-accounts scandal highlights the complicated relationships between bank-owned asset managers and their parents.
Robert Teitelman • October 05, 2016
The Cornerstone Macro portfolio strategist and quant joins the ranks of the research elite after ten of 11 years as a first teamer.
David Turner • October 05, 2016
The manager is expanding outside its fixed-income base by buying an equities boutique and adding passive offerings, including smart beta.
Andrew Barber • October 04, 2016
India central bank lowers rates; Brexit jitters send pound down, stocks up; Bass Pro Shops merges with Cabela’s.
S.L. Mintz • October 04, 2016
Buybacks eked out a small gain in the second quarter, but too many companies are still sitting on repurchased shares that have tumbled in value.
Imogen Rose-Smith • October 03, 2016
The two firms hope they will be stronger together, but the combined entity will face an increasingly tough environment for active managers.
Jess Delaney • October 03, 2016
Under Fink the asset management giant is expanding its unit that engages with companies on environmental, social and governance issues.
Julie Segal • October 03, 2016
To find benchmark-beating active funds, look for portfolios whose managers are betting alongside outside investors and are willing to work for a reasonable fee.
Philip Pearson • October 02, 2016
This week the SEC begins its test on trading for small-cap stocks. Here’s what investors should expect.
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