Julie Segal • October 21, 2016
The traditional asset manager gets instant SRI cred; the much-smaller Calvert gets a big distribution network.
Julie Segal • October 20, 2016
Several prime money market funds have started trading above or below $1.00 NAV, just days after new rules were enacted. Investors are grappling with how to adjust to the new landscape.
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.
The Editors • October 18, 2016
Top research analyst Lisa Gill of J.P. Morgan believes drugstores like CVS Health and Walgreens stand to gain from the shift towards value-based care.
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.
The Editors • October 10, 2016
Investing is complicated, says Mary Callahan Erdoes of J.P. Morgan Asset Management, and the right investor will have the stamina to ignore the market turbulence and focus on the end result.
The Editors • October 06, 2016
Demand in the commodity sectors is a bit more fragile than it was, says Timna Tanners of Bank of America Merrill Lynch, and the macroeconomic outlook remains humbling.
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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